The Diff | Byrne Hobart | Substack

Housing, Chips, Books, Yandex, Hedge Funds, Bonds

New Top Community

Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China

May 13

Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution

May 12

Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions

May 10

Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium

May 9

Uber, Arbs, Memorization, Misconceptions, Dashboards, Toyota, Cars

May 7

Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)

May 6

Plus! New Old Normal; The Market for Lemons in Emissions Credits; Open Algorithms; Hiring Freeze; Wordle

May 5

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The Diff

About Archive Authors Recommendations

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