THE DIFFModern Financial History Begins in 1998
Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
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The Man Whose Bank of England Broke
Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities
FinanceNew Communications System Developed STOP Market Structure Changes Imminent STOP
Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews
TechYou And Your Investment Research
Plus! A Successful IPO from Robinhood; Convergence; Underinvestment; Consumer-Friendly Defaults; The Amazon Rollup Boom
FinanceVail Resorts: Land and Loyalty
Plus! Pantry Mode; Shock Absorbers; Unwinding; Excel Killers, Excel Complements; Shopify Moves Up the Funnel
FinanceSimilarWeb and the Business of Leasing Data
Plus! Facebook and Audio; Security Updates; Bad Bank; Inflation; Inflation (pt. 2)
FinanceA Strange Cycle for Cyclical Stocks
Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
FinancePositive Spillovers from the Pandemic
Plus! Cash Leaks; Decarbonization Updates; The Instacart Model; GameStop; Telegram as a News Source; A 50/49/1 Split
TechChina's Recovery and its Consequences
Plus! The Chip Shortage; Gamestop; Roll-Your-Own Right-To-Be-Forgotten; Rideshare Elasticity; The V/L Recovery in Travel
FinanceWho Benefits from Less Travel?
Plus! Apple Tax Cut; Car-as-a-Service; Undoing NYC; Latency; Dense Delivery; Audio Ads; De-Dollarizing
FinanceHow Fragile is China’s Financial System?
Plus! The Identity Business; Collectibles and Speculation; Social Networks' Systemic Risks; Dealing with Huawei; More...
FinanceContrarian beliefs as a synthetic option
Plus! Google and Grep Risk, App Store Politics, SPACs and IP, Shrinkflation, Dogfooding, More...
Finance