SPACs as a Call Option on Hype
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...
Plus! More on the Twitter Hack; Corruption, Liquor, and the China Bubble; Q/Q vs Y/Y; more...
Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
Plus! China Equities, Twitter Subscription, Oil as a Currency, Decoupling, Recoupling
Plus! Zoom, Drawdowns, Facebook, Reopening and Stay-Opening, Short Laws, Tech Astroturf, more...
Plus! Amazon, "Second Screens" as TV Guide, Delivery and Scale, Pensions and Prisoner's Dilemmas, more...
Plus! One Macro Bet, Jio, High-Frequency Indicators, Noisy Data, Theaters
Plus! Masterclass, Europe, USD, RMB, V/L Recovery, Twitter, Oil Tax
Plus! Airbnb supply, Covid-19 genes, Streaming, Silicon Slopes, Platform Paradox