THE DIFFWhat Happened in Texas
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
EnergyAll topics
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Why A "Commodity Supercycle" is Unlikely
Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
FinanceThe Indelible Stamp of a Lowly Origin
Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
FinanceThree Bull Cases for Starlink
Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
TechIndex Funds and Democratic Centralism
Plus! Reverse War Economy Update; The Lab Story; Borrowing Growth Hacks; The Weak Wealth Effect; Waiting Out Trump
FinanceWhat's Happening in Logistics
Plus! Infohazards, How The Grinchbots Steal Inflation, The Hack Expands, AR and the Physical/Digital Switch, Antitrust and Real Interest Rates
FinanceBeyond GAAP, Or Not
Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
FinanceE-Commerce, Advertising and Perfect Price Discrimination
Plus! Regulatory Arbitrage in Housing; “The first year of the 21st century”; Big Tech Sees Like a State: Consumer Protection; Where is “China as Number One?”
FinanceTaiwan and Supply Chain Frenmity
Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage
TechWish: E-Commerce, Fast and Slow
Plus! Online-to-Offline; <$10/month; Movie Lots; Taxes and Incentives; Unfairness
FinanceUnderstanding Affirm
Plus! Fin Du Tech: Google; Platform Politics; The Amazon Third-Party Rollup Continues; Bipartisan China Hawkishness; Details Compound; Opco/Propco Split
FinanceThe WeWork Arc
Plus! Amazon’s Third-Party Data; The Lucas Critique in Finance; Matching the Huawei Strategy; Froth; Demand and Logistics
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