THE DIFFThe Depressing Bull Thesis for Rocket Mortgage
Plus! China Equities, Twitter Subscription, Oil as a Currency, Decoupling, Recoupling
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The UK as a Science Hub
Plus! Virtual Wall, -as-a-Service, Japan, CMOs, Data, Noise, India, China
TechHiring Based on Side Projects: Unfair, But Good For the World
Plus! Narrative Arcs, Live Data, Bailouts, Hacks, Boycotts, Hong Kong, More...
EconomicsWhy United Airlines Wants to Risk a Run on the Bank
Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained
EconomicsUnderstanding the Great Japan Freakout
Plus! Retail Sales, China and India, Theaters, Leverage, Italy, Externalities, Email
EconomicsCommunications, Commerce, and Money as the High-Order Bit
Plus! Levered Pensions, eBay, Bankruptcy, Chip Wars, more...
TechSoftware Mittelstand and Software Keiretsu
Plus! Dropbox as the Everywhere Layer, Vaccines, Platforms as Legislators, Huawei, more...
EconomicsVC Incentives: Logo-Hunting and Optionality
Plus! Oil & Onions, Uber & Expedia, Zoom Progress, California Deficits, Gouging, Model Risk
FinanceA Crisis: Time for Some Game Theory
Plus! Pensions, Dollars, WeWork, Cheap Stocks, Expensive Stocks, Ads, Scraping
FinanceAfrican infrastructure: The long, long game
Plus! RobinHood, Social Capital bombast, Jam!, and geology
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