THE DIFFThe Aircraft Leasing Business: Iron Condors, Asset Leashes, Travel Index Funds
Plus! Inventory; Ecosystem Acquisitions; Cannabis Capital; Bad Hedging; Finance and Distribution
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Modern Financial History Begins in 1998
Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
FinanceThe Many Arbitrages of Forbes
Plus! Rogue Arm; Non-Dollar; The Apple Tax and Casual Games; Divvying Up Windfall Profits; Privacy Tradeoffs
EconomicsThe Importance of Duration
Plus! Square/Afterpay; Slack and Telemedicine; The Counterintuitive Effects of Sanctions; Broker IPOs as a Contrarian Indicator; Covid Cycles
FinanceTwilio’s Second Act
Plus! News and Views; Transaction Costs and News; Selling the Stack; Evergrande Flails
TechDefinite Optimism and the M&A Metagame
Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
TechIndirect-to-Consumer: The E-commerce Rollup Business
Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
FinanceReshaping Competition
Plus! Shrinkflation; Linkages; The UK and National Champions; Retail and Constraints; Amazon and Buy-Now-Pay-Later Strategy
EconomicsIllumina: "View Source" for Life
Plus! The Balance Sheet-Constrained Bank; The Global Kuznets Curve in Action; Net Zero; Real-Time; Aviations Big Two (Plus One)
TechAffirm, Returnly, and Balance Sheet Micromanagement
Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
TechAmazonifying the Un-Amazonable
Plus! Etsy/Depop: Networks Are Made of People (With Birthdays); AMC's Popcorn; Amazon, Regulator; Rollups and the Mid-Platform; Bubble as Hedge
TechAccidental Banks Are Worth More Than Intentional Ones
Plus! Tapping SPAC Brakes; Trust-Busting and Variance; Limits to Asset Class Stickiness; The Bullwhip Effect Arrives
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