A Case for Trump's Monetary Policy (That Rehabilitates Biden's Fiscal Policy)
Plus! Chrome; Mark-to-Market; Marketing and Investor Relations; Honor Among Crypto Treasury Plays; Post-Medium Content
All posts
In chronological order
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Founders as Market-Timers and Match-Fixers
Unlock Premium to read this post →Plus! No Gold But Gold; IPOs; Workarounds and Walled Gardens; More Crypto Pivots; TACO and Margins
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Concentrate
Read this article →Plus! Coasian Geopolitics; Relaunching; Tariff Inversion; Crypto Holdcos; Buybacks
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Longreads + Open Thread
Read this article →GEO, Airports, Arbitrage, Craigslist, Polo, Platforms, Anathem
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Managing Expectations
Unlock Premium to read this post →Plus! Ads!; AI Pricing; Vibecoding Economics; ; Gold(s); Leaks
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AI and Labor Alienation
Unlock Premium to read this post →Plus! AI and Distribution; Stock Scams and WhatsApp; 401(k)s; What Google Doesn't Say; Paying for Better Investor Relations
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Building the Machine God: A Corporate Finance Perspective
Unlock Premium to read this post →Plus! Naughty Bots and Iterated Games; Risk Premia and Old News; Selling Negawatts; oasian Immigration Policy; Sharpe Ratios
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What Would the Aftermath of the AI Bust Look Like?
Read this article →Plus! Diff Jobs; Succession; The Stats; Going Direct; Banks are Back; Young Founders
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Longreads + Open Thread
Read this article →Reading, Renaissance, China, AGI, India, Summer, Oracle, Vision Pro
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The AI Leisure Time Dividend is Economic Dark Matter
Unlock Premium to read this post →Plus! AI-Driven Redistribution; Not-Quite-Arbitrage; No Contagion; The Other Shoe Drops; Figma
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AI for Better Endless Scrolling
Unlock Premium to read this post →Plus! LLMs Won't Coordinate to Pump Up Stocks Forever; Cost Per Token; AI Interviews; In Other Meta News; A Different Kind of Globalization
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The Rising Returns to Lobbying
Unlock Premium to read this post →Plus! Inflation and Uncertainty; Tariffs; All-You-Can-Eat; Market-Timer-in-Chief; Continuation Funds