Since Covid, has the Worst-Case Scenario Gotten Better or Worse?
Plus! Why TSM Won; The Security Downside to Solid-State Economics; Work-From-Home Tradeoffs; Covid Baby Bust/Boom; Named Philosophies
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The 2x2 Inflation Debate
Read this article →Plus! Valuementum; Quants and Lumber; Cheap Hacks; Tax Adjustment
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The Rich Are Different (Even Adjusting for Factor Exposures)
Unlock Premium to read this post →Plus! Anonymity is a Free Call Option; The Limits to Transparency; Apple and the Smart Home; Clickless Search; The Cost of Ransomware; Reflexive M&A
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SoFi’s Hedge
Become a member to gain access →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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Understanding Airbnb
Read this article →Plus! Measuring Eyeballs; Property Rights; Reputational Bug Bounties; Running Out the Clock on Tariffs
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Has the "Long Deflation" Broken Price Signals for Consumer Goods?
Read this article →Plus! Airbnb, SMB data, Adpocalypse, Black Swan funds, Zoom's Reputational Bug Bounty
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When Every Company Tries to be a Bank
Become a member to gain access →Plus! Singapore, College, Trade Finance, Alt-Data Fraud, Zoom, more...