THE DIFFSolo Instinct to Dueling Narratives
Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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What Happened in Texas
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
EnergyPositive Spillovers from the Pandemic
Plus! Cash Leaks; Decarbonization Updates; The Instacart Model; GameStop; Telegram as a News Source; A 50/49/1 Split
TechBubbles and Easy Money: Quality, Not Quantity
Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
FinanceFracking in the Age of Oil Runoff
Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
FinanceAmerican Exceptionalism
Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
FinanceStagnationism
Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
TechUnderstanding Flag Carriers
Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area
FinanceRoblox: Tweenage Mutant MMT-ers
Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting
TechHow Bubbles and Megaprojects Parallelize Innovation
Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...
TechKaspi.kz: How a Bank Turned Into a Country’s Financial Operating System
Plus! Covid and Imbalances; Intangibles; Unbundling NYC; How Could Quibi Have Won?; Semiconductor Chaos
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