THE DIFFAsana: Ontology-as-a-Service
Plus! IPO Pops, Passive Distortions, Covid: Paychecks and Spending, Mexico Reshoring, Facebook Moderation
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The Vindication of Discounted Cash Flow Models
Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...
Finance - Read this article
Every Investor is a Market Maker
Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
Finance - Read this article
Social Credit
Plus! TikTok, Technology Commoditizes Therapy, Technology Commoditizes Me?, Ransomware, Xi 2035, more...
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The Contagious Effects of Financial Repression
Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
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Software Is Finally Eating Insurance: Inside the Duck Creek S-1
Plus! Death & Growth Stocks, TikTok Updates, Dead Money Collateral, The Market for Authenticity, more...
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To Understand Jio, You Need To Understand Reliance
Plus! Earnings, Seeing For the State, Gerontocracy, Kids' YouTube M&A, and much, much more...
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SPACs as a Call Option on Hype
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
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The Depressing Bull Thesis for Rocket Mortgage
Plus! China Equities, Twitter Subscription, Oil as a Currency, Decoupling, Recoupling
Rkt - Read this article
The Equity Risk Premium at 0% Interest
Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
Finance