The 1.5th Wave: The Worst of Both Worlds
Plus! 13Fs, WeWork, TikTok, Amazon, Sanctions, Infrastructure
Plus! 13Fs, WeWork, TikTok, Amazon, Sanctions, Infrastructure
Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained
Plus! Supply Chain Panic, IMF, US and Chips, more...
Plus! Dropbox as the Everywhere Layer, Vaccines, Platforms as Legislators, Huawei, more...
Plus! Location data, "The Cult of Savvy," Contrarians, $2.79 Plane Tickets, and more...