How Bubbles and Megaprojects Parallelize Innovation
Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...
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How Investing Got Institutional
Unlock Premium to read this post →Plus! Garden-Path E-Commerce; Micro-PE in Amazon Retail; The Post-Covid Setup; Singles Day
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Economic Policy for the Beginning of the End of the Pandemic
Unlock Premium to read this post →Plus! Amazon and the Middle Mile; Vaccine Updates; M&A Protectionism; Discretionary Quants; Uber’s Duration Extension; Apolitical Facebook
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The NYT: Arms Dealer in a Ceasefire
Unlock Premium to read this post →Plus! SPAC-Offs, Point-of-Sale Lending and the Other Amazon, Bipartisan China Hawks, Closet Quants?
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Collectibles, Fractional Status, and Fragmented Funding
Become a member to gain access →Plus! Vaccine!; Amazon and Labor Price Discrimination; The Slow, Subjective Pension Cut; A Test Case for Yelp Moderation; Ads and Surplus Capture
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Big Tech Sees Like a State
Read this article →Plus! Pirate’s Treasure, Redux; Takedowns; Antitrust and Laggy Beliefs; Money, The High-Order Bit; More...
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Social Teflonization
Unlock Premium to read this post →Plus! Fiscally Conservative by way of Socially Liberal; End of an Arbitrage; Record-Setting Bug Bounty; App Politics; More...
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Why Duopolies?
Unlock Premium to read this post →Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election
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The Economics of Election Bets
Unlock Premium to read this post →Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...
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Media Refragmentation and Funnel Capture
Become a member to gain access →Plus! Disaggregation, Reaggregation; Separation of Powers; Multichannel, R(t); Central Bank Fiscal Policy; More
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Hardware-as-a-Service
Read this article →Plus! The Muni Crisis, Worker Mobility, Supply Shocks
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Progyny: Fertility Inc.
Unlock Premium to read this post →Plus! “The Postmates Effect”; The Optimistic V/L Recovery; Tech Sees Like a State: Carbon; Back Doors' Back Doors; Privacy as a Property Right