Can We Afford the Ownership Economy?
Plus! Peloton Update; A Short Wave; More Cheap Lira Puts; Omnichannel Banking; Rapid Decarbonization
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Cheniere: $33bn in Capital Expenditures, Some Facing the Wrong Direction
Become a member to gain access →Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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Globalized Talent and the Brand Grab
Read this article →Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
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Volatility-Shifting and Volatility Destruction
Become a member to gain access →Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
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The Other Escape from the Middle-Income Trap
Unlock Premium to read this post →Plus! The Crypto Lobbying Paradox; The Metacycle; Zero Rating; A Less Full-Stack WeWork; Payments as a Public Good
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Taking Strategy Seriously
Read this article →Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
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The Controlled Demolition of China Evergrande
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AT&T as Ancient Big Tech
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The Economics of Pseudonymity
Read this article →Plus! Fungible Energy Jobs; Robinhood's Other IPO News; Financial Engineering in Home Improvement; The Case for Steeply Progressive Ad Taxes; Like OPEC In a Good Way
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Aramco the State Capacity Bankroll
Become a member to gain access →Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
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Limits to Ad Price Discrimination
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