Quantitative Easing as an Effect of Weirdness, not a Cause
Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup
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Central Banks Monetize Land
Unlock Premium to read this post →Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
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The Man Whose Bank of England Broke
Unlock Premium to read this post →Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities
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Longreads + Open Thread
Become a member to gain access →Construction, EDM, Talent, Aerospace, Applied Divinity Studies, Black Wednesday
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Globalized Talent and the Brand Grab
Read this article →Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
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Freshworks' Efficient Frontiers
Read this article →Plus! Ad Bugs; A Money Market Modest Proposal; Restructuring China Tech; Shrinking Shrinkage; Limits to Copying
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Finance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Unlock Premium to read this post →Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
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The Many Arbitrages of Forbes
Become a member to gain access →Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
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Longreads + Open Thread
Become a member to gain access →Games, MBO, Espionage, Manchukuo, France, Fracking, Banks
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Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
Read this article →Plus! Cutting the Apple Tax; Messaging; China and Security; Cyber Risk and Coordination; CEO Training
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Katitas: Making a Market in an Asset With an Expiration Date
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Insurgency Economics
Unlock Premium to read this post →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