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Data's Limits and the Judgment Gap
Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
FinanceHow 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"
FinanceInevitable Omnichannel, Impossible Omnimedia
Plus! Capital and Competition; Alternative Data; Definite and Indefinite Optimism in Economics; The Warring 2020s?; Cybersecurity: Always Worse Than It Looks
TechThe Baby Boomer Rollup Industry
Plus! Slow Sales Cycles; Economic Diplomacy; This Time Really Is Different; Travel's Recoveries; Stripped Real Estate
FinanceFour Refoundings
Plus! The Other Bitcoin Standard; Carbon Updates; Loyalty and Information; The Chip Shortage; Stimulus: How Much is Too Much?
TechWhen the world's top economic think tank was located in Redmond, Washington
Plus! Clubhouse and Clubhouses; Private Planes Go Public; More Decarbonization; Supply Chains as a Hostage Negotiation; Coasian Parliament
TechThe Privacy Front in the Messaging Wars
Plus! GameStop; Too Much of a Good Thing; Controlled Boom; Decarbonizing; Taiwan and China; Local News
TechTaiwan and Supply Chain Frenmity
Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage
TechTaiwan Semiconductor Manufacturing: A Successful Faith-Based Organization
Plus! Slack, Salesforce, and Aggregation; Germany Pays Up to Preserve Intra-Eurozone Transfers; RIP Giscard; Stripe Treasury and Legibility; GP, Inc.; Scale.ai
TechWhat’s Gold for?
Plus! Bitcoin, Flows, Autochthony; Digital Media, Distribution, Autochthony; Leaving “Little Taipei”; Scrap
FinanceWhat Is Investment Research For?
Plus! China’s Too-Big-To-Fail Developer; Taiwan’s Challenging Economic Neutrality; Recycling vs Monopoly; The Unhedgeable Bound; Measuring the Housing Boom; Liquidation
Finance