THE DIFFFerrari: The Inefficiency Premium
Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
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Canada as an Unusually Rich Emerging Market
Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
FinanceDiversified Energy PLC: Orphaned Stock for Orphaned Assets
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
FinanceNuclear Waste Cleanup is a Bookkeeping Business
Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
FinanceOptimal Fundraising in Times of Capital Scarcity
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
TechBatteries, Interfaces, and the Car Industry's Continuous Future
Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
FinanceThe Automotive Balance Sheet
Plus! New Old Normal; The Market for Lemons in Emissions Credits; Open Algorithms; Hiring Freeze; Wordle
FinanceCar Companies as Banks: The Suppliers
Plus! Arbitrage; Covid Economics Reprise in Russia; Banks and the Long Game; Virtual Legos; Pricing and Inflation
FinanceCars Manufacture the Modern Middle Class
Plus! Not Enough Housing; Durable Network Effects; VPN Integration; Reserve Currency Problems; Movies
FinanceRefactoring Restaurants
Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
FinanceWhat Flavors Sell?
Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
FinanceTo: Elon; Subject: Congratulations(?)
Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
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