The Importance of Chrome
Plus! Booms and Busts; Black Boxing; Economic Monocultures; Currency Momentum; X/2
All posts
In chronological order
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The Long, Long View of Interest Rates
Become a member to gain access →Plus! Diff Jobs; Insiders; Threads; Where the Pandemic Didn't Happen; Leftovers; Opportunity Cost
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Longreads + Open Thread
Become a member to gain access →FTX, China, Microsoft, Malthus, Growth, Real Money, Cooperman
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There Is a Great Deal of Ruin in a Social Network
Unlock Premium to read this post →Plus! Platforms; Graphite; Goldman Sachs, Macro Consultancy; Search and Game Theory; Big Tech Sees Like a State
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Commodity-Linked Bonds
Unlock Premium to read this post →Plus! Subscriptions and Ads; Mini-Tenders; Twitter Debt; Anti-Disinfo-as-a-Service; Royalties and the Very Long Tail
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Lower Transaction Costs Mean Passive Portfolios Should Diversify More and Active Portfolios Should Diversify Less
Unlock Premium to read this post →Plus! Convoy; Ideology and Returns; Food Halls; Transparency and the S-Curve; In Defense of Oil and Gas
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The Economics of Startup Swag
Become a member to gain access →Plus! Diff Jobs; Trappings of Success; Globalization and the Movies; AI & IP; AI & Religion; Innovator's Dilemma Epicycles
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Longreads + Open Thread
Become a member to gain access →Superlinear, Techno-Optimism, Central Banks, Electricity Markets, Telecom, Returns, Trading
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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