A Uranium Shortage, Someday
Plus! 1.5th Wave, Unemployment Cliff, TikTok, Transparency, more...
In this issue:
A Uranium Shortage, Someday
1.5th Wave
Unemployment Cliff
TikTok
Transparency
Economics of Cannibalization
Automated Trading
Two Chip Supply Chains
The K-Nearest Strategy
V/L Recovery
A Uranium Shortage, Someday
There are many sources of pricing power—brand names, network effects, cost advantages, unique technology. One of the most volatile is when …