THE DIFFAssuming Efficient Markets to Exploit Market Inefficiencies
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
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Understanding Jane Street
Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs
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The History Problem
Plus! Downsides to the Solid-State Economy; BeReal; ESG Retaliation; Believing the Data; Dependency
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The Economics of Gas Stations
Plus! A Preview, From China; Noisy Data; Platforms; Another Shortage; Hacking and Options
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Collecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
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Correlations go to One, in Good Ways and Bad
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
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A Different Way to Look at Which Countries Get Rich
Plus! Bridging Generations; Apps, Not Just Games; Complexity Limits; Fake Accounts; Fees
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Procter & Gamble, the Undisruptable
Plus! Airlines Remain a Good Microcosm; Wordle Remains an Incredible Acquisition; Training Your Replacement; Oil Trading and Upside; Cars-as-a-Service
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Canada as an Unusually Rich Emerging Market
Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
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Trustpilot and Brand Inflections
Plus! Recurring Revenue Isn't Easy; Selling Surplus; Private Equity; The China Model; Position Sizing
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What are Commodity Trading Firms For
Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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Diversified 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
Finance