Synchrony Financial: A Bank Growth Investors Could Learn to Love
Plus! Unstablecoins; Oil and Gas; Transitory at Last (At Least a Bit); Glorious Food; Meanwhile, in China
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What Investors Got from the Last Big Climate Boom
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Splitting Up
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Are Persistently Low Rates Caused By... Persistently Low Rates?
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Buybacks and the Complexity Discount Premium
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Discourses on Big Tech
Read this article →Plus! Sticky Wage Growth; The Coal Boom; Equity and Collateral; Building an Apple Car vs Appleifying a Built Car; Diff Jobs
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GE: Surfeit of Synergy
Unlock Premium to read this post →Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class