Kaspi.kz: How a Bank Turned Into a Country’s Financial Operating System
Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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Meta Performance Indicators
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China Skepticism: Bipartisan and Multilateral
Unlock Premium to read this post →Plus! Covid and Political Capital; Apple’s Supply Chain Maneuvers; Facebook’s Internal Politics; Financing Refinancing; More...
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Disclosure’s Degrees of Freedom
Unlock Premium to read this post →Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
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Banking When You Can’t Bank on Anything: Part 2
Read this article →Plus! Taiwan and Covid, Defense Tech, The Right Amount of Fraud, Prizes, Airshows, Reliance, Moderation
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Banking when you can’t Bank on Anything: Part 1
Read this article →Plus! France’s New Industrial Policy, China Exit Subsidies, China Chips, Basic Income With Right-Wing Populist Characteristics, Facebook’s Election Redistribution, Antitrust Timing
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Business Model Meta-Models
Read this article →Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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The Big Rich and the Transience of Risk-Driven Wealth
Unlock Premium to read this post →Plus! Factor Decay, Browsers, Cash Flow, TikTok, Public Data, China’s Chips, Tech Sees Like a State: Earthquakes
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Working in Public and the Economics of Free
Read this article →Plus! Delevering, Alternative Lending, Time To Build in Britain, Pinduoduo, Executive Orders, More...
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A Uranium Shortage, Someday
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Index Funds, Monopolies, and Incentives
Become a member to gain access →Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
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Communications, Commerce, and Money as the High-Order Bit
Read this article →Plus! Levered Pensions, eBay, Bankruptcy, Chip Wars, more...