Volatility-Shifting and Volatility Destruction
Plus! Fundraising and Dogfooding; Streaming and Two Kinds of Scale; Companies as Financial Conduits; Turkey and Business Mafias; Education: Catching Up, Pulling Ahead
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Bubbles and Easy Money: Quality, Not Quantity
Unlock Premium to read this post →Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
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Media Refragmentation and Funnel Capture
Read this article →Plus! Disaggregation, Reaggregation; Separation of Powers; Multichannel, R(t); Central Bank Fiscal Policy; More
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On Perpetuities
Unlock Premium to read this post →Plus! Microfame, European Vacations, Work-From-Home and Social Capital, Chip Reshoring, TikTok, and more...