THE DIFFWhat Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
Plus! Drones; Distressed Distress in China; Buybacks; LNG
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Collecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
FinanceCorrelations go to One, in Good Ways and Bad
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
FinanceAWS for Industry, But Better: The Railroad Investment Case
Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs
FinanceAdverse Selection is the Second Most Powerful Force in the Universe
Plus! Metaverse; No New Normal for Supply Chains; The Top-Heavy Market; "Uninvestable"
FinanceRefactoring Restaurants
Plus! 401(k)s With Chinese Characteristics; Middlemen and Leverage; Concentration; A Mixed Trucking Recession; Deglobalization in Autos
FinanceShimano: What a Stable Durables Business Looks Like
Plus! More Apple Tax Evasion; TradFi, DeFi, and Competitive Moats; Single Points of Failure; A Less Independent Central Bank; Vaccine Mandates
FinanceThe Coming Carbon Short-Squeeze
Plus! The Streaming Race; Captive Banks; Construction Credit; Illiquidity Doesn't Always Pay; Instacart Shifts Further Towards Ads
TechThe Business of Micro Rental
Plus! Every Business Turns Into an Ad Business; Financial Decoupling; Still Room to Scale; Pay-for-Inclusion; Amazon and Costco; Bitcoin: Made in America
TechNew Kinds of Funding Mean New Kinds of Managing
Plus! No Parachute; Inequality; Peak Supply Chain Disruption?; Team-Based Hybrid Offices
TechNerdWallet: From Built on Microsoft to Built on Google
Plus! Big Tech Sees Like a State: Facebook and the Forests; Housing Liquidity; Information Overload; Getting Money Out of China
TechCriteo: How Low Can a Take Rate Go?
Plus! Facebook and PR Strategy; Business Travel; Unbranding; Iron
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