MarketAxess: Liquidity is Contagious
Plus! A Bull Market, Or Else; Mortgaging Assets, Buying Equity; Social Media Economics; Chase; Liquidity Fees and Critical Points
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Modeling the Slog
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From Cost Advantage to Pricing Power
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Was it Worth it for Facebook to Become Meta?
Become a member to gain access →Plus! Carbon Accounting; Social Mobility; To Replicate or To Replicate; Energy Transition; Financing; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Great Work, Titanium, GE, AI, Reader, CAPM, Amazon/Walmart
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Are Brick & Mortar Stores an Asset or Liability in E-Commerce?
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Nepotism and Comparative Advantage
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AI Turns UGC into a PVP Zone
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Longreads + Open Thread
Become a member to gain access →Bank Robbers, Baumol, Economic Freedom, Three, Reid Hoffman, S-1s, America, Hiring
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Oddity: It's an AI Company (That Monetizes with Makeup)! Or It's a Makeup Company With an AI Story
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The O-Ring Theory
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AI's Benefits Accrue to Incumbents, But This Makes AI Startups More Valuable
Unlock Premium to read this post →Plus! The Outsourcing Question; Getting Covenants Right; Automation; Distributed Delivery; AI News