Metrics and Email Turnaround
Plus! Dividends; Youth; Power; Reviews; Disclosure
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Data's Limits and the Judgment Gap
Read this article →Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
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How to Make Another Reserve Currency
Become a member to gain access →Plus! Russia and Crypto; Winning and Losing the Global Oil Auction; Supply Constraints; EVs, AVs, and Financial Engineering; When The "E" in "ESG" Stands for "Energy"
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Inevitable Omnichannel, Impossible Omnimedia
Become a member to gain access →Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It Looks
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The Baby Boomer Rollup Industry
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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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When the world's top economic think tank was located in Redmond, Washington
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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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Taiwan and Supply Chain Frenmity
Read this article →Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage
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Taiwan Semiconductor Manufacturing: A Successful Faith-Based Organization
Unlock Premium to read this post →Plus! Slack, Salesforce, and Aggregation; Germany Pays Up to Preserve Intra-Eurozone Transfers; RIP Giscard; Stripe Treasury and Legibility; GP, Inc.; Scale.ai
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What’s Gold for?
Read this article →Plus! Bitcoin, Flows, Autochthony; Digital Media, Distribution, Autochthony; Leaving “Little Taipei”; Scrap
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What Is Investment Research For?
Become a member to gain access →Plus! China’s Too-Big-To-Fail Developer; Taiwan’s Challenging Economic Neutrality; Recycling vs Monopoly; The Unhedgeable Bound; Measuring the Housing Boom; Liquidation