Housing, Chips, Books, Yandex, Hedge Funds, Bonds
Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China
Plus! Indexing; High-Yield Spreads; Search, Pt. 1; Search, Pt. 2; Distribution
Plus! Retail Media; Low-Multiple Consolidation; Housing is Slowing; Moving up the Value Chain; Negotiating Sanctions
Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
Uber, Arbs, Memorization, Misconceptions, Dashboards, Toyota, Cars
Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
Plus! New Old Normal; The Market for Lemons in Emissions Credits; Open Algorithms; Hiring Freeze; Wordle
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Bonnie Kavoussi
Bonnie Kavoussi
Bonnie Kavoussi
Behind the Iron Curtain
Behind the Iron Curtain
Sergey Aleksashenko
Moontower Weekly
Moontower Weekly
Kris Abdelmessih
Random Walk
Random Walk
Moses Sternstein