Solo Instinct to Dueling Narratives
Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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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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Fracking in the Age of Oil Runoff
Unlock Premium to read this post →Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
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SoFi’s Hedge
Unlock Premium to read this post →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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Homesteading Mental Models
Read this article →Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
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The NYT: Arms Dealer in a Ceasefire
Unlock Premium to read this post →Plus! SPAC-Offs, Point-of-Sale Lending and the Other Amazon, Bipartisan China Hawks, Closet Quants?
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China Skepticism: Bipartisan and Multilateral
Unlock Premium to read this post →Plus! Covid and Political Capital; Apple’s Supply Chain Maneuvers; Facebook’s Internal Politics; Financing Refinancing; More...
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Working in Public and the Economics of Free
Read this article →Plus! Delevering, Alternative Lending, Time To Build in Britain, Pinduoduo, Executive Orders, More...
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The Many Near-Deaths of Facebook
Unlock Premium to read this post →Plus! Lambda School math, Coronavirus lead-gen, Lawtech, and 2016 (again)