Why 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"
Read this article →Plus! Economists; Regulatory Outsourcing; Come for the Network, Stay for the Tool; Oil; Covid and Social Mobility; Diff Jobs
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Ferrari: The Inefficiency Premium
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Apple's Ads Business
Unlock Premium to read this post →Plus! Yield Curve Control for Oil; Multicloud; Product Improvements; Content Recycling; BNPL and Regulation
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Collecting Rents by Inventing Property
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What are Commodity Trading Firms For
Unlock Premium to read this post →Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Does Technical Debt Explain the Productivity Paradox?
Unlock Premium to read this post →Plus! Adult Supervision; Frontrunning; The BNPL Stack; Oil: More Fungible than Dollars; Offices and the Flight to Quality
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Railroad Deep Dive: Analyzing CSX
Unlock Premium to read this post →Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
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Meme Stocks for the 0.01%
Unlock Premium to read this post →Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
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Buy Now, Pain Later?
Read this article →Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
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What's (Far) Ahead for Energy
Unlock Premium to read this post →Plus! Hard-to-Scale Marketing; Monetary Policy in Gaming; Tweaking Moderation; Hardware/Software Convergence; Digital/Physical Convergence