Assuming Efficient Markets to Exploit Market Inefficiencies
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
Plus! Pensions; Customer-Facing; Use Cases; Making a Market; Reflexive Energy Politics; Diff Jobs
Plus! Transparency Two-Step; Red Flags; Liquidity and Comps; Big Tech Sees Like a State: Vaccination Edition; ARPA and Better Research Models
Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
Plus! Founder Alpha or Founder Beta; Google Moves Down the Funnel; Fraud; Detection Monoculture; Debt Forgiveness; More...
Plus! Dropbox as the Everywhere Layer, Vaccines, Platforms as Legislators, Huawei, more...
Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
Plus! Rogan -> Spotify, NYT 3P -> 1P, Conferences ,Theaters, Microsoft Build, Facebook Shops,