What Investors Got from the Last Big Climate Boom
Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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Where Payments Fit Into Super Apps
Unlock Premium to read this post →Plus! The Great Stagnation in Defense; 33-Bit Ads; Fixing the Value Factor; Miami Shift; More Amazon Roll-Ups
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Understanding Archegos
Unlock Premium to read this post →Plus! Predictions are Hard, Except About the Distant Future; Defense Tech; Supply Chains are Not Trivial; Another Year Without a Summer (Of Tourism, In Some Places); Many Chip Supply Chains
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The Gun Company Payoff Matrix
Unlock Premium to read this post →Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
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Surfing the Right S-Curve
Read this article →Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
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Banking When You Can’t Bank on Anything: Part 2
Read this article →Plus! Taiwan and Covid, Defense Tech, The Right Amount of Fraud, Prizes, Airshows, Reliance, Moderation