THE DIFF2U, Education, and Lead Generation
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
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Populism and Product Sense
Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
TechPolitics and the Media Cycle
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
FinanceThe Man Whose Bank of England Broke
Plus! Value Traps and GAARP Traps; China and the Tax Question; Building on a Government API; No Theranos Overhang; Roof-Backed Securities
FinanceGE: Surfeit of Synergy
Plus! Introducing the Compounder Graveyard Series; The Housing Market Isn't Clearing; Secondhand Chip Equipment; Post-Covid Updates; Arbitraging Economic Class and Social Class
FinanceThe Gun Company Payoff Matrix
Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
FinanceLearning from the Death of the Afternoon Paper
Plus! Navigating Bubbles; Monopoly and Monoculture; US/China Relations: Unchanged; How Vaccines Get Made; The Container Shortage
EconomicsPoshmark: The Low-Gini Nike
Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity
FinanceUnderstanding 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
FinanceSurfing the Right S-Curve
Plus! Google: Benefits and Retention; Tail Risk on Trial; Policy Homogeneity; Procurement; Density Redistribution; Crisis Hormesis; The Other Derivatives Narrative
FinanceDisclosure’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...
FinanceBusiness Model Meta-Models
Plus! Fed Maximalism, CFOs, TikTok, IPOs vs Direct Listings, Death and Base Rates, Rapid testing, Wuhan, Politics in a One-Party State
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