Covid-19

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Apr 13, 2020Free membership

Which Part of Travel Recovers First?
Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...
Finance
Apr 9, 2020Free

Has the "Long Deflation" Broken Price Signals for Consumer Goods?
Plus! Airbnb, SMB data, Adpocalypse, Black Swan funds, Zoom's Reputational Bug Bounty
Finance
Apr 7, 2020Premium

Why A "Pandemic Fund" Wouldn't Work
Finance
Apr 6, 2020Free membership

When Every Company Tries to be a Bank
Plus! Singapore, College, Trade Finance, Alt-Data Fraud, Zoom, more...
Finance
Apr 2, 2020Premium

A Useful Economic Law That's Always Wrong
Plus! Covid winners, Covid losers, Apple Tax cut, Zoom Backlash, Information Overload
Finance
Apr 1, 2020Premium

Coup d'État as a Marketing Coup
Plus! Loan forbearance, Return of the TRC, Brittle Supply Chains, CPMs, and more...
Tech
Mar 31, 2020Premium

A Crisis: Time for Some Game Theory
Plus! Pensions, Dollars, WeWork, Cheap Stocks, Expensive Stocks, Ads, Scraping
Finance
Mar 26, 2020Premium

Buybacks: A Symptom, Not a Problem
Plus! Experts, More Experts, Streaming
Finance
Mar 25, 2020Premium

Modeling Covid-19
Plus! Recession revisionism, green zones, Compaq, value
Covid-19
Mar 24, 2020Premium

Lending and the Prisoner's Dilemma
Plus! Test-and-trace, costs and benefits, life insurance, drugs
Finance
Mar 23, 2020Free membership

Legitimacy
Plus! Covid-19 updates: Gift cards, big tech, infrastructure, swap lines, and more...
Tech
Mar 20, 2020Free

Post-COVID-19: What Will Be Normal Five Years From Now?
Plus! Podcast, Crude Contango, Supply Chains
Tech