Insurgency Economics
Plus! Stealth M&A; Big Tech Sees Like a State: Vaccine Passport Edition; A New Login Layer;Sleepover Quarantines and Correlated Risks; Summer Jobs and Human Capital
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Hybrid How Long?
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Longreads + Open Thread
Read this article →News, Tutoring, Inequality, Chips, Bank Risk, Bank Founding, Energy
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The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Read this article →Plus! What's Big on Facebook; OnlyClothed?; Elite Overproduction as Risk Aversion; A Second Cleantech Boom; Chip Consolidation
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New Communications System Developed STOP Market Structure Changes Imminent STOP
Unlock Premium to read this post →Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews
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The Economics of Selling Short-Selling Ideas
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Volatility-Shifting and Volatility Destruction
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Longreads + Open Thread
Read this article →Risk, Reverse Engineering, Perspective, Software, Creators, Mortgages, Big Business
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Magalu: Inside Brazil's Omnichannel Powerhouse
Read this article →Plus! The Privacy/Security/Centralization Axes; Factors of Production; VPNs and Streaming Price Discrimination; The Belt and Road Alternative; Privacy and Tradeoffs
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LinkedIn: Survivor
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The Other Escape from the Middle-Income Trap
Unlock Premium to read this post →Plus! The Crypto Lobbying Paradox; The Metacycle; Zero Rating; A Less Full-Stack WeWork; Payments as a Public Good
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The Superhuman Formula
Unlock Premium to read this post →Plus! Identity; Extending Logistics; Strategy Decay; Instacart and Ads; Burning Abstractions