THE DIFFWhat Investors Got from the Last Big Climate Boom
Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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FedEx: Two Bets on Network Effects
Plus! Aging Into Owning the Metaverse; Fake Reviews; Ads and Addicts; Coal; Diff Jobs
FinanceGlobalized Talent and the Brand Grab
Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
FinanceKatitas: Making a Market in an Asset With an Expiration Date
Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes
FinanceHybrid How Long?
Plus! Twitter as Lead Gen; Missing Primitives; Durable Ad Budgets; Citizen, Kabul Edition; Ark Invest and the Double Momentum Trade
Remote WorkNextdoor: Old Model, New Networks
Plus! Ads and Unit Costs; Which Features Work; Buy Now, Pay Later; Tech Nationalism; Returns
TechMaking Bundling an Auto-Antonym
Plus! Coal Isn't Over; Last Mile; Spillovers; Outsourcing; Not Just Blackrock
TechChumboxes or Trust-Busters? Taboola and Outbrain
Plus! Sticky Wages; Robinhood!; Search Engines; 1-to-M-of-N Secret Sharing; Housing
FinanceShifting the Curve: Why Climate Matters More
Plus! Online-to-Offline; Consolidation; Unintended Consequences; Supply Chains as Banking Systems; International Software Nationalism
EconomicsAlibaba and State-Owned Enterprises
Plus! Tech Nationalism; Globalizing Accounting; Restaurant Elasticity; 15%
TechDecoupling, Digital Currency, and the Consumer of Last Resort
Plus! A SPAC Modest Proposal; Scraping for Profit; Post-Cookie; Best Buy Bundle; Debt is Here; The Short-Selling Cycle
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