Ports and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
Plus! Two (or more) Chip Supply Chains; AI-as-a-Service; Game Theory and Margin Calls; Scale and Limits; Trading Through It; The Fame Business
Plus! Levered Pensions, eBay, Bankruptcy, Chip Wars, more...
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax