Affirm, Returnly, and Balance Sheet Micromanagement
Plus! Google's Pigouvian App Store Taxes; Coping with Tracking; Scaling PPP; Writing Options; Fleets
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Four Refoundings
Read this article →Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
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Index Funds and Democratic Centralism
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How Fragile is China’s Financial System?
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The Right Amount of Fraud
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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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The Contagious Effects of Financial Repression
Unlock Premium to read this post →Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2