What's a Ponzi Scheme? What Isn't?
Plus! Meta; ROE and CAPM; Expensive Cheap Energy
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Electrocloud!
Read this article →Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
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Where Zoom Goes Next
Unlock Premium to read this post →Plus! Content Strategy and the Buy Side; Section 230 as Facebook's TAM; Liability; Pent-Up Demand?; "As I hope you've gathered, Intel is back"
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Solo Instinct to Dueling Narratives
Unlock Premium to read this post →Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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On What Adds Up
Unlock Premium to read this post →Plus! The Tip, Pork Panic, Facebook Politics, SPAC Competition, Subscriptions and Incentives
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Big Tech at the End of History
Read this article →Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...