The Bullwhip Effect
Plus! State Capacity Liquidationism, Hong Kong, Infrastructure, Big Tech
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If Y Combinator is the New College, What’s the New Y Combinator?
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A Uranium Shortage, Someday
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Minimum, Viable, and Not Even a Product
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Equilibria Aren’t Endpoints
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SPACs as a Call Option on Hype
Read this article →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
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