How to Make Another Reserve Currency
Plus! Russia and Crypto; Winning and Losing the Global Oil Auction; Supply Constraints; EVs, AVs, and Financial Engineering; When The "E" in "ESG" Stands for "Energy"
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Defensive Monopolies
Read this article →Plus! Supply Chain Disruption and Retail Membership Programs; Evergrande and Unlimited Liability; Alameda Goes Direct; Off-Brand; State-sponsored VC
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Softbank's Dreams and Downside Protection
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Compounder Graveyard: Coca-Cola's Capital Misallocation
Unlock Premium to read this post →Plus! Gramscian Bitcoin Update; Browser Extension Economics; Credit Problems; Brick and Mortar Revival; A Hardware-as-a-Service IPO
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The Economics of Election Bets
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Markets with Personality
Unlock Premium to read this post →Plus! China and Financial Integration; Remote Work and Top Performers; Undocumented Features; TikTok as a Talent Agency; Big Tech and Families; Stimulus, Past and Future
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Guidance: Too Little, Or Too Much?
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Which Part of Travel Recovers First?
Unlock Premium to read this post →Plus! Contact Tracing, Delivery Economics, Square Stimulus, Electricity, COBOL, Pensions, Moore's Law, more...