SPACs as a Call Option on Hype
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
Read this article →Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
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Reserve Currencies as Giffen Goods and the Consumer of Last Resort
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China’s Other Virus Crisis
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The 1.5th Wave: The Worst of Both Worlds
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Why Are Toys Such a Bad Business?
Read this article →Plus! V-Shaped Recovery, Tech Sees Like a State in Indonesia, Clever Currency Games, more...
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The Depressing Bull Thesis for Rocket Mortgage
Unlock Premium to read this post →Plus! China Equities, Twitter Subscription, Oil as a Currency, Decoupling, Recoupling
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Globalization: A Toy Story
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The Equity Risk Premium at 0% Interest
Unlock Premium to read this post →Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
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The UK as a Science Hub
Become a member to gain access →Plus! Virtual Wall, -as-a-Service, Japan, CMOs, Data, Noise, India, China
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Hiring Based on Side Projects: Unfair, But Good For the World
Read this article →Plus! Narrative Arcs, Live Data, Bailouts, Hacks, Boycotts, Hong Kong, More...
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Microsoft and the Triumph of Fixed Mindset
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