THE DIFFInventing Demand
Plus! BNPL; Coopetition; Marketplaces and Ads; Last Mile, Last Users; Value and Rates; Diff Jobs
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Explore the archive →Monetary Policy
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Growth, Diversification, and Shaky Foundations
Plus! The Employee Equity Put; Competence; Literally; Activist Emissions Tracking; Travel Returns
TechWhat's (Far) Ahead for Energy
Plus! Hard-to-Scale Marketing; Monetary Policy in Gaming; Tweaking Moderation; Hardware/Software Convergence; Digital/Physical Convergence
FinanceHow Much Internal Mobility is Too Much?
Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
TechWar and Modern Monetary Theory
Plus! Rentier Nation?; Owning Link-in-Bio; Corn Politics; Big Tech Sees Like a State; Regulated Utilities as Traders
FinanceCan We Afford the Ownership Economy?
Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
TechDaloopa: Data-to-Information Accelerant
Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
TechAre Persistently Low Rates Caused By... Persistently Low Rates?
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
FinancePorts and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
FinanceModern Financial History Begins in 1998
Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
FinanceQuantitative Easing as an Effect of Weirdness, not a Cause
Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup
FinanceThe Man Whose Bank of England Broke
Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities
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