THE DIFFCan 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
Plus! No Commitment to Ending Finsta; The Fraud Supply Chain; Family Firms in Japan; Tax Hikes are Hard; Nuclear!
TechWhat Investors Got from the Last Big Climate Boom
Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
TechGlobalized Talent and the Brand Grab
Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
FinanceVolatility-Shifting and Volatility Destruction
Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
FinanceThe Other Escape from the Middle-Income Trap
Plus! The Crypto Lobbying Paradox; The Metacycle; Zero Rating; A Less Full-Stack WeWork; Payments as a Public Good
FinanceTaking Strategy Seriously
Plus! Errata; Streaming as Instant Gratification; Batteries; Shrinking Analyst Teams; Diffident Voters; Oil, Recapitalized
FinanceThe Controlled Demolition of China Evergrande
Plus! Oil and Delta; Buffers and Signals; Latency; Lags; Synergy
FinanceAT&T as Ancient Big Tech
Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital
TechThe Economics of Pseudonymity
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
EconomicsAramco the State Capacity Bankroll
Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
FinanceLimits to Ad Price Discrimination
Plus! Two (or more) Chip Supply Chains; AI-as-a-Service; Game Theory and Margin Calls; Scale and Limits; Trading Through It; The Fame Business
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