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Assuming Efficient Markets to Exploit Market Inefficiencies
Plus! Volatility; Celebrity Endorsements; Carbon Unit Economics; Inflation Narratives; Faster!
FinanceIt's Hard to Know Brokers' Long-Term Economics, But Easy to Guess Badly
Plus! Who's Hit by Inflation?; Slow Return to the Office; Stock-Based Comp; Cat-and-Mouse; Scale
FinanceXbox: The Misfit
Plus! Microsoft's Pre-Regulation; B2B Super Bowl Ads; Flighty Retail Investors; Discount Airlines; Carbon Short Squeeze Update; Payments, Messaging, and Network Effects
TechGrammarly: Network Effects on top of Network Effects
Plus! Subsidy Challenges; Supply Chains and the Fed; Meme Decline; The Slow Property Bailout; Cars and Collateral
TechWhat Happened to all the Diamonds in the Rough?
Plus! A Different EV Network Effect; Supply Chain KPIs; The Underwriter's Loop and Cyber Risk Insurance; Pro-Regulation Tech; Local Chips, Global Companies; Diff Jobs
FinanceGamestop Remains a Mystery
Plus! Lead Generation; Apple and Interfaces; Walled Gardens in China; Peak News
FinanceRobinhood's Challenge
Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
FinanceThe Economics of Pseudonymity
Plus! Fungible Energy Jobs; Robinhood's Other IPO News; Financial Engineering in Home Improvement; The Case for Steeply Progressive Ad Taxes; Like OPEC In a Good Way
EconomicsElectrocloud!
Plus! IPO Demand Curves; Blackout Insurance; Theaters and the Streaming Option; Easy Comps; Permanent Shifts
TechThe IPO Market: Too Expensive for Sellers
Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
FinanceInside 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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