Correlations go to One, in Good Ways and Bad
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Practice, Three Arrows, Restaurants, Reading History, Majoring in History, P&G
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A Different Way to Look at Which Countries Get Rich
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Procter & Gamble, the Undisruptable
Unlock Premium to read this post →Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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Canada as an Unusually Rich Emerging Market
Unlock Premium to read this post →Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
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Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Become a member to gain access →Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs
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Longreads + Open Thread
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Trustpilot and Brand Inflections
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What are Commodity Trading Firms For
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How tax laws make the market downturn uniquely complicated for software engineers
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Microsoft, Long Wars, Taste, Axie Infinity, Student Loans, Roads, Singapore