The Banks: What's Next?
Plus! SVB's Incentives; Cross-Disciplines; Cable's Evolution; Training Your Replacement; Resources; Diff Jobs
All posts
In chronological order
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Longreads + Open Thread
Read this article →Courses, Banks, Banks Again, Shorts, FTX, MBS, JPM
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London Stock Exchange Group: Deals, Deals, Deals
Unlock Premium to read this post →Plus! A Show of Confidence; Private Equity, not Leveraged Buyouts; Audience Capture, Averted; Bank Runs and Talent Runs; Capex
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Tech as a Margins Story with a Side of Growth
Unlock Premium to read this post →Plus! TikTok; Credit Suisse; Productivity: Not Just for Meta; Crises, Forward and Backward; Liquidity
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Loyalty Program Economics
Unlock Premium to read this post →Plus! Today in Banking News; YC Continuity, Discontinued; Tether and Opacity; Content and Distribution; Interfaces
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Financial Institutions and Franchise Value
Read this article →Plus! SVB Updates; Hit Economics; AI Costs; Lending Against Regulatory Uncertainty; AI Assistants; Diff Jobs
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Longreads + Open Thread
Read this article →Risk, Lifehacks, LinkedIn, Electricity Storage, State Capacity, Reinsurance
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The Diff - SVB Updates, Disaster Finance, Content & Collectibles, and more
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SVB: Of Balance Sheets, Brands, and Banks
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Parametric Insurance and Financial Engineering for Good
Unlock Premium to read this post →Plus! Guided Algorithms; Yesterday in Tech-Centric Banking; Facebook; Trend Followers; Shortages and Gluts
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Discounted Cash Flow, Terminal Value, and When It's Optimal to Build a Business That's Guaranteed to go Bankrupt
Unlock Premium to read this post →Plus! Weather, Optionality, and Scale; Subscale; Distribution; Fragility; Reopening the Junk Borrowing Window
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Airlines: Unit Economics, Served Four Ways
Read this article →Plus! High-Variance; Deadweight Loss; Managing Cash Flow; Twitter Shrinks; Generative AI; Diff Jobs