Quantitative Easing as an Effect of Weirdness, not a Cause
Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup
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Central Banks Monetize Land
Unlock Premium to read this post →Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
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Globalized Talent and the Brand Grab
Read this article →Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
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The Many Arbitrages of Forbes
Become a member to gain access →Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
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Magalu: Inside Brazil's Omnichannel Powerhouse
Read this article →Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
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Robinhood's Challenge
Read this article →Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
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83 Million Subscale Landlords
Unlock Premium to read this post →Plus! Subscriber Call; Misappropriation; The Bullwhip Effect; Opex is Revenue, Recursively; Rev-Share Rent; Data
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Clear Secure: A Different Kind of Identity Company
Become a member to gain access →Plus! Distributed Spam; Credential Sharing; Privacy and Scoundrels; Tax Globally, Credit Locally; Free Trade Experiments; The Cure For High Prices
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Two Privacy Stacks
Unlock Premium to read this post →Plus! The Next Hack; Cloud and Open Source; New Social Graphs; Fintech Companies with Planes; Bitcoin and Renewables
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
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The Privacy Front in the Messaging Wars
Read this article →Plus! GameStop; Too Much of a Good Thing; Controlled Boom; Decarbonizing; Taiwan and China; Local News
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Sharing and Owning Standards
Read this article →Plus! Institutional Bitcoin; Negative Prices; Facial Recognition; Recursive Product Development; Every Tech Company Becomes a Bank; Robinhood, Underwriter?