THE DIFFMarketWise: The Other Kind of Financial Newsletter Business
Plus! AI and IP; Banks and Competition; Platform Tax Hikes; Moderation, Priors, and False Positives; Energy and Trading
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Adobe Covered its Figma Short Position
Plus! Growth; Clicks-to-Bricks; EU Antitrust; ⚠️Time to be BeReal. ⚠; FedEx and the Cycle
TechStop Losses as Intellectual Honesty
Plus! Ads; The IPO Mystery; Underwriting; Tacit Knowledge; Analytics
Finance2U, Education, and Lead Generation
Plus! Politically Homeless Big Business; Seeding Content; The Long History of Momentum Investing; Tools and Networks; Anti-Clickbait
TechAuctioning Information
Plus! Food Stamps-as-a-Service; Disney+Ads; Prices and Market Share; Learning the Meta; Crypto's Long March
FinanceCorrelations go to One, in Good Ways and Bad
Plus! Network Effects, Rebalancing, Leapfrogging, Getting Funding, Diff Jobs
FinanceSpotify and Using Ubiquity
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
TechFiscal and Monetary Policy for Platforms
Plus! Tiger; Amazonifying; Automation; Apple's Depth; Harvesting Lawsuits
TechDemographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
FinanceBuy Now, Pain Later?
Plus! TikTok; Factors; Replacing Passwords, and a Big Tech Truce; Solve for the Disequilibrium
FinanceThe Automotive Balance Sheet
Plus! New Old Normal; The Market for Lemons in Emissions Credits; Open Algorithms; Hiring Freeze; Wordle
FinancePolitics and the Media Cycle
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
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