The Coming Carbon Short-Squeeze
Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
Reading, Crypto Cities, Tobacco, Robots, Bubbles, Bernanke
Plus! Valuation Arbitrage; Labor Liquidity; Pricing Power; Diff Jobs
Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
Plus! Stablecoins; First-Party Data; Supply Chains; Big Tech Sees Like a State: Healthcare Edition; Standards
Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
Supply Chain Agility, Tacit Knowledge, COBOL, Starship, Vulcans
Plus! Meta; ROE and CAPM; Expensive Cheap Energy
Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO