THE DIFFAssuming Efficient Markets to Exploit Market Inefficiencies
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
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The Economics of Gas Stations
Plus! A Preview, From China; Noisy Data; Platforms; Another Shortage; Hacking and Options
FinanceDiversified Energy PLC: Orphaned Stock for Orphaned Assets
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
FinanceNextEra Energy's Green Growth
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
FinanceRailroad Deep Dive: Analyzing CSX
Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
FinanceBatteries, Interfaces, and the Car Industry's Continuous Future
Plus! A Plane Shortage; And Across the Pond...; Bootstrapping Networks, Continued; Pro-Customer or Anti-Amazon; Wordle (Again)
FinanceTo: Elon; Subject: Congratulations(?)
Plus! Very Much In-Game Ads; Hardware to Software; Paywalls; Transitional Fuels and Transitional Policies; Fans and Haters
FinanceWhat's (Far) Ahead for Energy
Plus! Hard-to-Scale Marketing; Monetary Policy in Gaming; Tweaking Moderation; Hardware/Software Convergence; Digital/Physical Convergence
FinanceVizio: Hardware to Software
Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
TechWhat Works in SaaS Pricing
Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
TechThere's More Than One Search Business Model
Plus! Alpha and Attribution in VC; Background and Foreground Streaming; Capital Advantage; Non-Recarbonization
TechAdding Up Emissions
Plus! Ukraine and Air Freight; Russia and China; Going Greenish; Logistics and Lead Generation; Games and Marketing
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