THE DIFFInside the House Report on Big Tech and Competition: Part I
Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...
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The Programming/Excel Efficient Frontier
Plus! TAM Boom; SMB M&A; Brick & Mortar Renaissance; Crude Tools; Copytrading
FinanceBig Tech at the End of History
Plus! Belt & Road & Vial; CCP and SMBs; Hire Fast, Transfer Fast; Life Imitates Science Fiction; More...
TechDisclosure’s Degrees of Freedom
Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
FinanceChina’s Recovery: Engagement First, Autarky Eventually
Plus! Zombies and Superstars; Foreign Policy Pivots; Ventilators and Game Theory; Pigs, Then Corn; The Budget; Theatrical Windows Minus Theaters
EconomicsFacebook and Superlinear Risk Scaling
Plus! The Corner, Loans, Apple and China, Filecoin, Oil & Gas & Demographics, more...
TechThe Big Rich and the Transience of Risk-Driven Wealth
Plus! Factor Decay, Browsers, Cash Flow, TikTok, Public Data, China’s Chips, Tech Sees Like a State: Earthquakes
EconomicsChina’s Other Virus Crisis
Plus! Russia, After the Vote; Seeing Like a State; Iran's Alignment; Google and India; More...
EconomicsThe Depressing Bull Thesis for Rocket Mortgage
Plus! China Equities, Twitter Subscription, Oil as a Currency, Decoupling, Recoupling
RktThe Equity Risk Premium at 0% Interest
Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
FinanceWhy United Airlines Wants to Risk a Run on the Bank
Plus! Negative Rates, Belt and Road, Brazil, China, Uber, Korea, Good News, Anomalies Explained
EconomicsManeuver and Attrition in PR
Plus! Google, Pinterest, High Yield, ETFs and Efficiency, Misrepresenting Data
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