THE DIFFWhy Does the "Good Bank/Bad Bank" Model Work?
Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
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How tax laws make the market downturn uniquely complicated for software engineers
Plus! Peak TV; Hyperscaling; What Recession?; Strategic M&A; Opening Up
TechOptimal Fundraising in Times of Capital Scarcity
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
TechSpotify and Using Ubiquity
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
TechRailroad Deep Dive: Analyzing CSX
Plus! Credit Spreads; LNG and Climate; Insurance and Intermediation; The Ruble; Commutes
FinanceDemographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
FinanceWhat Flavors Sell?
Plus! Airline Expansion; A New Axis in the Populist/Elitist Analysis; Regulatory Arbitrage; Russian Cars; Alphabet Unbundling
FinanceAutocomplete is the Express Route to Local Maxima
Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
TechHow Much Internal Mobility is Too Much?
Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
TechThe Theory Behind "The Stock's Not Acting Right"
Plus! Another Pandemic Policy Reversal; State-Driven [App] Development; Capital Structure Arbitrage; Russian MMT Update; Housing
FinanceWhat Works in SaaS Pricing
Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
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