Banking when you can’t Bank on Anything: Part 1
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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Netflix: Product vs. Feature Competition
Become a member to gain access →Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...
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Every Investor is a Market Maker
Unlock Premium to read this post →Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
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Working in Public and the Economics of Free
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The Contagious Effects of Financial Repression
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Bad Overseas Investment as a Global Economic Stabilizer
Become a member to gain access →Plus! Flipping Qualtrics, China Supply Chains and ESG Risk, Covid Cliffs, More China, TikTok
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The Bullwhip Effect
Read this article →Plus! State Capacity Liquidationism, Hong Kong, Infrastructure, Big Tech
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A Uranium Shortage, Someday
Unlock Premium to read this post →Plus! 1.5th Wave, Unemployment Cliff, TikTok, Transparency, more...
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Why Are Toys Such a Bad Business?
Read this article →Plus! V-Shaped Recovery, Tech Sees Like a State in Indonesia, Clever Currency Games, more...
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Globalization: A Toy Story
Unlock Premium to read this post →Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
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Lucky or Smart?
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