The 1.5th Wave: The Worst of Both Worlds
Plus! 13Fs, WeWork, TikTok, Amazon, Sanctions, Infrastructure
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The Equity Risk Premium at 0% Interest
Unlock Premium to read this post →Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
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The UK as a Science Hub
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Microsoft and the Triumph of Fixed Mindset
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