When Every Company Tries to be a Bank
Plus! Singapore, College, Trade Finance, Alt-Data Fraud, Zoom, more...
All posts
In chronological order
-
Sign up for free to gain access →
-
Amazon Sees Like a State
Read this article →Plus! Pensions, Podcasts, Safe Havens, CPI, Toilet Paper, Boomers, Zoom, and more...
-
A Useful Economic Law That's Always Wrong
Unlock Premium to read this post →Plus! Covid winners, Covid losers, Apple Tax cut, Zoom Backlash, Information Overload
-
Coup d'État as a Marketing Coup
Unlock Premium to read this post →Plus! Loan forbearance, Return of the TRC, Brittle Supply Chains, CPMs, and more...
-
A Crisis: Time for Some Game Theory
Unlock Premium to read this post →Plus! Pensions, Dollars, WeWork, Cheap Stocks, Expensive Stocks, Ads, Scraping
-
Coup d'État: A Practical Handbook
Sign up for free to gain access →Plus! Location data, "The Cult of Savvy," Contrarians, $2.79 Plane Tickets, and more...
-
First-Generation Old Money
Read this article →Plus! Green Zones (it's official!), China (x3), Canada as the world's richest emerging-market country, anonymity
-
Buybacks: A Symptom, Not a Problem
Unlock Premium to read this post →Plus! Experts, More Experts, Streaming
-
Modeling Covid-19
Unlock Premium to read this post →Plus! Recession revisionism, green zones, Compaq, value
-
Lending and the Prisoner's Dilemma
Unlock Premium to read this post →Plus! Test-and-trace, costs and benefits, life insurance, drugs
-
Legitimacy
Sign up for free to gain access →Plus! Covid-19 updates: Gift cards, big tech, infrastructure, swap lines, and more...
-
Post-COVID-19: What Will Be Normal Five Years From Now?
Read this article →Plus! Podcast, Crude Contango, Supply Chains