THE DIFFUnderstanding Costco: The Real Estate to LTV Equation
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Nikola, Hype and Vaporware
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TechThe Right Amount of Fraud
Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
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Plus! Wirecard, Yuan, Housing, Financial Education for Future 1%ers, Alphabet Insurance
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EconomicsThe Depressing Bull Thesis for Rocket Mortgage
Plus! China Equities, Twitter Subscription, Oil as a Currency, Decoupling, Recoupling
RktThe Equity Risk Premium at 0% Interest
Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
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