Can An Unstable Asset be a Store of Value?
Plus! State Fiscal Challenges: Not Universal; The Game Theory of a Tech Scene; Counter-Moderation; Venezuela (Gradually) Liberalizes; Ponzi Demographics; Work-to-Rule Protectionism
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Index Funds and Democratic Centralism
Unlock Premium to read this post →Plus! Reverse War Economy Update; The Lab Story; Borrowing Growth Hacks; The Weak Wealth Effect; Waiting Out Trump
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American Exceptionalism
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The IPO Market: Too Expensive for Sellers
Become a member to gain access →Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
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Understanding Affirm
Unlock Premium to read this post →Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split
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A Sputnik Moment Without an Apollo Program
Become a member to gain access →Plus! The Ad Shortage; Clicks and Mortar in Delivery; Belt and Road and Branding; More...
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Kaspi.kz: How a Bank Turned Into a Country’s Financial Operating System
Unlock Premium to read this post →Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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The WeWork Arc
Read this article →Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics
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Does the US Electorate Prefer Deflation?
Unlock Premium to read this post →Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...
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Uber: From World Domination to Industry ETF
Unlock Premium to read this post →Plus! Cyber-Risk Insurance and Mutating Incentives; SPACs-Squared; Ideological Competition; Poland’s Green New Deal; Who Buys Gold?; 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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Opendoor Restructures Real Estate
Unlock Premium to read this post →Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...