THE DIFFWorth It For the Right Owner
Plus! Fuel Hedging; Big Tether Short; Second Prime Day; Marriott's Ad Network; Onshoring
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NextEra Energy's Green Growth
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
Finance - Read this article
Nuclear Waste Cleanup is a Bookkeeping Business
Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
Finance - Read this article
In (Partial) Defense of Discounted Cash Flow Guesswork
Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
Finance - Read this article
Data's Limits and the Judgment Gap
Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
Finance - Read this article
Clean Trades and Dirty Hedges
Plus! Cash as Cosmetics; Two Inflations; AI; Offline-to-Online; Starlink; Diff Jobs
Finance - Read this article
Membership Collective and the Status Business
Plus! Volatility; Cheaper Freight; Proxies; Gaming Fintech; The Pause
Finance - Read this article
Railroad Deep Dive: Analyzing CSX
Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
Finance - Read this article
AWS for Industry, But Better: The Railroad Investment Case
Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs
Finance - Read this article
Optimal Research Allocation
Plus! Synergies and Conflicts; Managing a War Economy; Contagious Institutions; Generational Investments; Customer-Friendly?
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
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What the Biggest, Best Bank is Seeing
Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
Finance