New Communications System Developed STOP Market Structure Changes Imminent STOP
Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews
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Volatility-Shifting and Volatility Destruction
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LinkedIn: Survivor
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Definite Optimism and the M&A Metagame
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Invisible Media Models
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Artificial Urgency as a Forcing Function
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The Old Economics & Geopolitics of the New Struggle Over Chips
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Truncating the Tails
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Homesteading Mental Models
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American Exceptionalism
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Understanding Flag Carriers
Unlock Premium to read this post →Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area