THE DIFFDiversified Energy PLC: Orphaned Stock for Orphaned Assets
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Spotify and Using Ubiquity
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
TechTarget: Amazoning Backwards
Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
FinanceOTC Markets Group: Monopoly, Jr.
Plus! Meta Data; Pandemic Inequality; Early Exit; Carbon Inflation; No More FLoC
FinanceThe Valuation Arbitrage Keiretsu Model
Plus! Reshuffling Human Capital; Viral Distribution; The Supply Chain Survived; A Bullwhip Effect in Housing?; The Founder CEO Premium
FinanceLiberty Braves Group: Betting With the House
Plus! Omicron; China and Messaging Politics; Black Friday; Taxing E-Cigarettes; Some People are Still Drilling; Other iBuyers
FinanceOn Jargon
Plus! Annual Subscriptions as Startup Capital; Pigovian Benefits; Covid and Knowledge Diffusion; LinkedIn and Incentives; Lithium
JargonOyo: the the Risk-Stays-on-the-Books Model
Plus! TSMC's Planned Economy; Apple and Gaming; AI Ethics in China; Treatments
FinanceCentral Banks Monetize Land
Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
FinanceThe Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Plus! What's Big on Facebook; OnlyClothed?; Elite Overproduction as Risk Aversion; A Second Cleantech Boom; Chip Consolidation
FinanceBanking Wants to be Free, But Free Banking Wants to be Dangerous
Plus! Delta and Travel; Currency Disputes; The Very Short Recession; The Lumpy Recovery; Self-Driving Cars: Zero-to-One or One-to-N?
FinanceSince Covid, has the Worst-Case Scenario Gotten Better or Worse?
Plus! Why TSM Won; The Security Downside to Solid-State Economics; Work-From-Home Tradeoffs; Covid Baby Bust/Boom; Named Philosophies
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