Longreads + Open Thread
Superlinear, Techno-Optimism, Central Banks, Electricity Markets, Telecom, Returns, Trading
All posts
In chronological order
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Universally-Useful Economic Indicators Can't Last Forever
Unlock Premium to read this post →Plus! Shopping, Socially; War Finance; AI Detection: Complement or No?; IR-In-Chief; What a Deleveraging Cycle Looks Like
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Don't Like the Market? Make Your Own
Unlock Premium to read this post →Plus! Networking and Weak Ties; Content and Distribution; Media and War; Full-Stack Advertising; Data Moats
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Great Model, Amazing Management, Will Make a Wonderful Short Some Day
Unlock Premium to read this post →Plus! Antitrust; Activist; AI Impacts; NFTs and Fungibility; Extend and Pretend
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A Bull Market in Facts; A Bear Market in Narratives
Become a member to gain access →Plus! The Decline of Meme Stocks; Volatility; Lobbying as a Competitive Advantage; Goldman; "Name and Shame"; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Bhutan, Espionage, Regulatory Capture, Art, Documents, Coordination, Missing Billionaires
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Middle-of-the-Continuum Companies
Unlock Premium to read this post →Plus! Adani; OpenAI; Retail Investors; Data Businesses and Penn & Teller Marketing; Prime Brokers
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Rigor is Everywhere, But Not Expressed Consistently
Unlock Premium to read this post →Plus! Recurring Revenue; Disclosure and Alpha; Merger Waves; "Buy Again"; Uber and Logistics
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When Should Job Interviews Use Games?
Unlock Premium to read this post →Plus! Living and Dying by Game Theory; Password Economics; Tax Refunds and Platform Economics; Jocks and Range Restriction; The Vanishing Crypto Bailout Fund
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Predicting, and Knowing What to Predict
Become a member to gain access →Plus! FTX Addenda; Slack and M&A Integration; The Global Meme Stock Rally; Shrinkage; The Coasian Border in Ridesharing; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Lewis, Replication, Taxonomies, Graphs, College, TMT, SBF, Words
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Why Hasn't Affirm Lost More?
Unlock Premium to read this post →Plus! Advice; Vertical Acquisitions; The ETF Curse; Aging Industries, Aging Founders; Bundles and Blank Pages