What Happened to the Outsourcing Threat?
Plus! Tech and M&A; Algorithms and Things That Don't Scale; Chips as a Strategic Advantage; A Complicated Recovery in Travel; Options and Shorting
In this issue:
What Happened to the Outsourcing Threat?
Tech and M&A
Algorithms and Things That Don't Scale
Chips as a Strategic Advantage
A Complicated Recovery in Travel
Options and Shorting
What Happened to the Outsourcing Threat?
A useful market-timing method I've noticed is to bet against a trend once it produces a work of middlebrow comedy. That signal wo…
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