In this issue:

• Positive Spillovers from the Pandemic

• Cash Leaks

• Decarbonization Updates

• The Instacart Model

• GameStop

• Telegram as a News Source

• A 50/49/1 Split

Positive Spillovers from the Pandemic

Reflexive contrarians are market makers for ideas: suggest that something is true and they will, helpfully, give you the best possible reason it's false instead. This …