The Market for Intermittently-Useful Information
Plus! The Bank Bundle; Omnichannel; "AI"; More on China; The New Goldman
All posts
In chronological order
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Should We Expect Valuations to Mean-Revert Over Time?
Become a member to gain access →Plus! Diff Jobs; Sushi; Modeling Demand; China's Debt; Coevolution and Pulling Up the Ladder; The Venn Diagram Career
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Longreads + Open Thread
Become a member to gain access →Spacecraft Design, Cutting Losses, 2012, Science in China, Oil CEOs, 13Fs, VC
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Segmented Markets, in Homes, Companies, and Comp
Unlock Premium to read this post →Plus! The Employer of Last Resort; Beware the Greeks!; Splinternet; NFTs; SpaceX Economics
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The Industry Demographic Transition Lottery
Unlock Premium to read this post →Plus! Price Discrimination; What Money Doesn't Solve; Veto Power; How to Build; Forgettable Subscriptions
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Mortgage Portability and Other Lessons from the Danish Housing Market
Unlock Premium to read this post →Plus! Viral Fraud; Energy Demographics; Price Caps; Buying Low; Recruiting
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Inside the Decline of Stack Exchange
Become a member to gain access →Plus! The Other X; Refinancing China; The Activist Short Death Spiral; Rebundling; Fitness Bands; Diff Jobs
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Longreads + Open Thread
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Ally Financial: Adapted to a Hostile Climate
Unlock Premium to read this post →Plus! Private Label; Commoditizing the Complement; The (Short-Term) Generative AI Bear Case; What a Small Developed Economy Looks Like; Risk Premia
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Pricing is UX
Unlock Premium to read this post →Plus! Penn Folds; German Real Estate; Platforms; Battle of the Bundles; Applying Generative AI
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O Price, Where Art Thou?
Unlock Premium to read this post →Plus! PayPalCoin; Fee Compression; Zooming Back In; AIs Behaving Nicely; Top Five
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Information as a Universal Complement and Universal Substitute
Become a member to gain access →Plus! Diff Jobs; Making a Market; Financial Innovation; IRL; Open-Ended Liabilities; Meme Stock Relapse