Meme Stocks for the 0.01%
Plus! Ads Everywhere; JetBlue Goes Hostile; Institutional Constraints; Family Offices; The Long March Continues
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Robinhood's Challenge
Read this article →Plus! Another Gulf Carrier?; Air Buyout; The AI Layer; Didi and Information Asymmetry; Strategic SPACs
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Aramco the State Capacity Bankroll
Unlock Premium to read this post →Plus! The Limiting Reagent for SPACs; Antitrust; Property Taxes in China: Stocks or Flows; Labor Costs; The Varieties of Contrarians
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Fracking in the Age of Oil Runoff
Unlock Premium to read this post →Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
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Stagnationism
Unlock Premium to read this post →Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
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Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →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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Snowflake and the Price of Simplicity
Unlock Premium to read this post →Plus! Accreditation; Saudi Arabia; The China Model; Inflation; Turkey, Energy, Dollars; Japan and Counterintelligence
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VC Incentives: Logo-Hunting and Optionality
Read this article →Plus! Oil & Onions, Uber & Expedia, Zoom Progress, California Deficits, Gouging, Model Risk
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A Useful Economic Law That's Always Wrong
Unlock Premium to read this post →Plus! Covid winners, Covid losers, Apple Tax cut, Zoom Backlash, Information Overload
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Coup d'État as a Marketing Coup
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A Crisis: Time for Some Game Theory
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African infrastructure: The long, long game
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