Katitas: Making a Market in an Asset With an Expiration Date
Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes
←
Back to all posts
-
Unlock Premium to read this post →
-
The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
Read this article →Plus! What's Big on Facebook; OnlyClothed?; Elite Overproduction as Risk Aversion; A Second Cleantech Boom; Chip Consolidation
-
The Economics of Selling Short-Selling Ideas
Unlock Premium to read this post →Plus! Fraud and Measurement Error; When Sanctions Work; Distribution-Focused Media; In-Company Decentralization; Pension Reform, Gradually
-
The Importance of Duration
Unlock Premium to read this post →Plus! Square/Afterpay; Slack and Telemedicine; The Counterintuitive Effects of Sanctions; Broker IPOs as a Contrarian Indicator; Covid Cycles
-
The Great Depression in a Major Key
Unlock Premium to read this post →Plus! Egress; Last-Foot Delivery; Shadow Banking; Great Quarter; Reducing the Variance in China Tech
-
Newsletters Can Move Markets
Read this article →Plus! "Real Men Have Fabs"; Rollups; Platform Control; Outperformance; Chips and China; Double Zero
-
Made in USA 2025?
Unlock Premium to read this post →Plus! Proper Social Media Deportment; Semi-Open; Responsive Spying; Open Auctions; Sanctions Inversion
-
Artificial Urgency as a Forcing Function
Unlock Premium to read this post →Plus! Frontend Omnichannel, Backend Specialization; Another Business Mafia; Cloud Computing: Cheap Because it's Expensive; Apple's Leads; Black Starts; Smart Lamps
-
AT&T as Ancient Big Tech
Unlock Premium to read this post →Plus! Developers, Developers, Developers; Viral Science; "The Cloud is just some other country's computer"; Stock Radio; Video, In-Person, and Deal Cadence; Credit; Working Capital
-
Two Big Tech Approaches to Capital Allocation
Unlock Premium to read this post →Plus! Supply Chains; Building Better Metrics; Linkrot; Virtual Veblen; Digital Sovereignty; What Exactly is Inflation?
-
The Old Economics & Geopolitics of the New Struggle Over Chips
Unlock Premium to read this post →Plus! Hacks and Liability; Monopoly Triangulation; Medium Tech Sees Like a State; Transient Inflation; Stranded Gas Assets
-
Japan: Stock Picker's Paradise
Unlock Premium to read this post →Plus! Otis Elevators: It's Time to Rebuild; Ride-Sharing: Labor Arbitrage, Not Bootstrapping; The Next Nanometers; Google Bundles; Surge Fees