Keyword Studios: The Gaming Industry on Easy Mode
Plus! A Fleet, Not a Tweetstorm; Calling the Top; A Demographic Tailwind; Economic Cyberwar; Leverage on Leverage
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Growth, Diversification, and Shaky Foundations
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What's (Far) Ahead for Energy
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What Works in SaaS Pricing
Read this article →Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
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War and Modern Monetary Theory
Unlock Premium to read this post →Plus! Rentier Nation?; Owning Link-in-Bio; Corn Politics; Big Tech Sees Like a State; Regulated Utilities as Traders
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Three Ways to Think About the Ethics of Profiting from Bad News
Unlock Premium to read this post →Plus! Hormetic Disruptions; The Microeconomics of the Return to Office; Away From Russia, With Effort; NFT Consolidation; What Users Want to Want
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One-Shot Sanctions
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Target: Amazoning Backwards
Unlock Premium to read this post →Plus! No Neutral Parties; Manual Moderation; Better Ad Buying; Exporting Inflation to Japan
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Ideological What and Why, Pragmatic When and How
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The Surprising Durability of Google's Growth
Unlock Premium to read this post →Plus! The Browser Business Grows; Ads, Everywhere; The Not-Quite-Everything Store; LNGeopolitics; Negotiations
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Unlock Premium to read this post →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero