THE DIFFOn Perpetuities
Plus! Microfame, European Vacations, Work-From-Home and Social Capital, Chip Reshoring, TikTok, and more...
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Explore the archive →Covid Recovery
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Why Does "Commoditize the Complement" Work?
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
EconomicsThe Future of Remote Work is Not That Remote
Plus! Multilateralism, Unilatéralisme, Wanamaker Updated, Domestic Fabs, and More...
Remote WorkSpotify: Many Steamrollers, Few Nickels
Plus! Theaters' Lifeline, Uber + GrubHub, Scooters, Amazon's Gouging Gambit, and More...
TechValue? Yes. "Systematic?" Not Necessarily
Plus! Ad Supply, Ad Demand; Venture Debt; Quibi; Slack and Switching Costs; Cloud; and more...
FinanceHow Teledyne Became Ordinary
Plus! Carnival, Content, Air Travel, Chips, Reply-All Storms, Tiktok
FinanceVacations as the Linchpin of Eurozone Economic Stability
Plus! Quibi the Ideal Lawsuit Piñata, Lime and Working Capital, iBuyers Return, Amazon's PR Surface Area, and more...
FinanceA Golden Age for Individual Investors
Plus! Bearish Berkshire, Cloud, Unlockdown, Luckin, Adpocalypse, Big Tech Political Realignment, Healthcare Fintech
FinanceV-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
Plus! Amazon & Twitter Earnings, Bullwhips, Commoditizing the Complement, Remote Work, Apple Demographics, State Bailouts, Adpocalypse
FinanceThe V/L Recovery: PE/VC Take a Leg Down, Then Up-and-to-the-Right
Plus! Earnings, Adpocalypse Updates, Cloud Updates, Loans, Supply Chains, Theater Mismatch, Commoditized Complements, More...
FinanceThe V/L Recovery: Small Business & Municipalities
Plus! Adpocalypse... ever? Games Workshop, Instagram, Anti-Amazon, Facebook's Reverse Boardroom Coup
FinanceThe V/L Recovery: Cloud Computing
Plus! Pensions, Deepfake Ads, Airbnb, Status, Buffett, Enron
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