Definite Optimism and the M&A Metagame
Plus! Durable APIs; The Global Neighborhood Watch; Lack of Liquidations; Virtual Return to the Office; Space Law
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The Controlled Demolition of China Evergrande
Unlock Premium to read this post →Plus! Oil and Delta; Buffers and Signals; Latency; Lags; Synergy
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Banking Wants to be Free, But Free Banking Wants to be Dangerous
Unlock Premium to read this post →Plus! Delta and Travel; Currency Disputes; The Very Short Recession; The Lumpy Recovery; Self-Driving Cars: Zero-to-One or One-to-N?
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A Strange Cycle for Cyclical Stocks
Unlock Premium to read this post →Plus! Amazon's Full-Stack Advantage; Industrial Policy in the US and China; Vaccine Diplomacy; Privatization in India; Privatization in Nevada; Hysteresis; Carbon; Teslacoin
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The Technocrats' Recovery
Read this article →Plus! Big Tech Sees Like a State Update; Why Don't Car Subscriptions Work; Taylorism-as-a-Service; The Semiconductor Boom; R&D and the Genius Problem