Square and Afterpay: Payments, not Credit
Plus! Data Leaks; Invisible Put Option Exercised; Another Company Goes Subscription; The Greenwashing/Credit Spreads Arbitrage; Greenflation
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A Painful Parable about Insurance and Incentives
Unlock Premium to read this post →Plus! Curbside Transition, China Consumption, YouTube Shopping, Triller, Revenge Shopping, Cars as a Store of Value