THE DIFFWhy Does the "Good Bank/Bad Bank" Model Work?
Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
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The Other "MoviePass Economy"
Plus! Economists; Regulatory Outsourcing; Come for the Network, Stay for the Tool; Oil; Covid and Social Mobility; Diff Jobs
TechFerrari: The Inefficiency Premium
Plus! Coal and Spinoffs; Build-Your-Own-Amazon; Oil; Two Risks, One Risk Premium; Snap
FinanceApple's Ads Business
Plus! Yield Curve Control for Oil; Multicloud; Product Improvements; Content Recycling; BNPL and Regulation
TechCollecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
FinanceWhat are Commodity Trading Firms For
Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
FinanceDiversified Energy PLC: Orphaned Stock for Orphaned Assets
Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
FinanceDoes Technical Debt Explain the Productivity Paradox?
Plus! Adult Supervision; Frontrunning; The BNPL Stack; Oil: More Fungible than Dollars; Offices and the Flight to Quality
TechRailroad Deep Dive: Analyzing CSX
Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
FinanceMeme Stocks for the 0.01%
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
FinanceBuy Now, Pain Later?
Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
FinanceWhat's (Far) Ahead for Energy
Plus! Hard-to-Scale Marketing; Monetary Policy in Gaming; Tweaking Moderation; Hardware/Software Convergence; Digital/Physical Convergence
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