What Made Goldman's Arbitrage Desk Such a Great Talent Incubator?
Plus! Drones; Distressed Distress in China; Buybacks; LNG
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Volatility-Shifting and Volatility Destruction
Unlock Premium to read this post →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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The Other Escape from the Middle-Income Trap
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Disney's Pivot
Unlock Premium to read this post →Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement