Are Persistently Low Rates Caused By... Persistently Low Rates?
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
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Criteo: How Low Can a Take Rate Go?
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Vail Resorts: Land and Loyalty
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Heuristic/Model Synthesis
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The Economics of Pseudonymity
Read this article →Plus! Fungible Energy Jobs; Robinhood's Other IPO News; Financial Engineering in Home Improvement; The Case for Steeply Progressive Ad Taxes; Like OPEC In a Good Way
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The 2x2 Inflation Debate
Read this article →Plus! Valuementum; Quants and Lumber; Cheap Hacks; Tax Adjustment
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Disclosure’s Degrees of Freedom
Unlock Premium to read this post →Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
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Opendoor Restructures Real Estate
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The Big Rich and the Transience of Risk-Driven Wealth
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A Uranium Shortage, Someday
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