Central Banks Monetize Land
Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities
Construction, EDM, Talent, Aerospace, Applied Divinity Studies, Black Wednesday
Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
Plus! Ad Bugs; A Money Market Modest Proposal; Restructuring China Tech; Shrinking Shrinkage; Limits to Copying
Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
Games, MBO, Espionage, Manchukuo, France, Fracking, Banks
Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes
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
Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade