Why Does the "Good Bank/Bad Bank" Model Work?
Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
←
Back to all posts
-
Unlock Premium to read this post →
-
Longreads + Open Thread
Become a member to gain access →Russia, Japan, Documentaries, Financial Engineering, Pollen, Grocery
-
How tax laws make the market downturn uniquely complicated for software engineers
Unlock Premium to read this post →Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
-
Optimal Fundraising in Times of Capital Scarcity
Unlock Premium to read this post →Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
-
Spotify and Using Ubiquity
Unlock Premium to read this post →Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
-
Railroad Deep Dive: Analyzing CSX
Unlock Premium to read this post →Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
-
Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Unlock Premium to read this post →Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
-
What Flavors Sell?
Unlock Premium to read this post →Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
-
Autocomplete is the Express Route to Local Maxima
Unlock Premium to read this post →Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
-
How Much Internal Mobility is Too Much?
Become a member to gain access →Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
-
The Theory Behind "The Stock's Not Acting Right"
Unlock Premium to read this post →Plus! Another Pandemic Policy Reversal; State-Driven [App] Development; Capital Structure Arbitrage; Russian MMT Update; Housing
-
What Works in SaaS Pricing
Read this article →Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance