Why A "Commodity Supercycle" is Unlikely
Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
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The Indelible Stamp of a Lowly Origin
Become a member to gain access →Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
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Three Bull Cases for Starlink
Read this article →Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
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Cricut and Hardware Economics
Unlock Premium to read this post →Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; Supermicro, Again
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Why Did One Internet Subculture Spot Covid-19 So Early?
Read this article →Plus! Deep Freeze
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Longreads + Open Thread
Become a member to gain access →Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth
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An Airline IPO? In This Economy?
Read this article →Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
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Oscar: Upstart Economics, Incumbent Risks
Unlock Premium to read this post →Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlines
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Consumer Credit and the Strange Recovery
Unlock Premium to read this post →Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
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A Strange Cycle for Cyclical Stocks
Become a member to gain access →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
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Longreads + Open Thread
Become a member to gain access →Uncertainty, Clearing, Marxists, War, Craziness
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?