THE DIFFThe Importance of Duration
Plus! Square/Afterpay; Slack and Telemedicine; The Counterintuitive Effects of Sanctions; Broker IPOs as a Contrarian Indicator; Covid Cycles
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Explore the archive →Covid Recovery
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Banking 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?
FinanceAffirm, Returnly, and Balance Sheet Micromanagement
Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
TechSince 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
EconomicsCloudflare's Intelligent Design
Plus! Travel Recovery; Targeted Restrictions; Another Retail Ad Product; Semi-Public
TechAramco the State Capacity Bankroll
Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
FinanceAn Airline IPO? In This Economy?
Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
FinanceChina'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
FinanceThe Technocrats' Recovery
Plus! Big Tech Sees Like a State Update; Why Don't Car Subscriptions Work; Taylorism-as-a-Service; The Semiconductor Boom; R&D and the Genius Problem
FinanceStagnationism
Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
TechWhat If SPACs are a Shift, Not a Bubble?
Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
Finance