THE DIFFAppLovin's Double-Pivot
Plus! Search, Distribution, and Platform Shifts; Dueling Subsidies; Signal and Noise in Employment Numbers; Who Gets Hit by Logistics Problems; Platforms, Publishers, and In Between
FinanceAll topics
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The Economics of Selling Short-Selling Ideas
Plus! Fraud and Measurement Error; When Sanctions Work; Distribution-Focused Media; In-Company Decentralization; Pension Reform, Gradually
FinanceFracking in the Age of Oil Runoff
Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
FinanceSoFi’s Hedge
Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
FinanceThe WeWork Arc
Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics
TechHow Fragile is China’s Financial System?
Plus! The Identity Business; Collectibles and Speculation; Social Networks' Systemic Risks; Dealing with Huawei; More...
FinanceThe Right Amount of Fraud
Plus! Long-Termism, The Internet of Things and Abstractions, Games and Credit, Domestic Markets, 20%: The New 30%, Trickle-Down Monetary Policy, China’s Red Lines, Road Shows and Signaling
FinanceNetflix: Product vs. Feature Competition
Plus! Vaccine Logistics; FB, Apple, Metternich; Cloud Computing and Backwards Compatibility; more...
TechMoonshots, Uncertainty, and Certainty
Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
TechReserve Currencies as Giffen Goods and the Consumer of Last Resort
Plus! Huawei/UK, TikTok and Tech Nationalism, Infrastructure Long Game, Taxes, Browsers, More...
Economics