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6/27/2022 1:04:29 PM
NextEra Energy's Green Growth
Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs
6/21/2022 12:14:27 PM
Data's Limits and the Judgment Gap
Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
7/25/2022 12:25:09 PM
Is Everything Getting Old?
Plus! Parity; Work from Home; Surgery; Buffett and Energy; Splinternet Update
8/22/2022 12:14:29 PM
Hand-Crafted Artisanal Liquidity Provision
Plus! Consolidation; Shareholder Activism; Cash Burn; PE and Software Compete to Eat the World; Reinsurer of Last Resort; Diff Jobs
9/19/2022 12:54:40 PM
How Does Upwork Work?
Plus! Captions; Robotics; Fixing Airports; Capex; YouTube Shorts; Diff Jobs
9/26/2022 12:24:34 PM
The Porsche IPO and Mass Luxury
Plus! Growing Out of an Energy Deficit?; Subscription Travel; An ETF For Everything; He Is More Machine Now Than Man; Talent; Diff Jobs
10/24/2022 12:14:27 PM
Snowflake, Revisited
Plus! Microsoft's Antitrust Edge; The Free Time Dividend; Feedback Loops; The News Business; Ending the Traffic Jam; Diff Jobs
11/21/2022 1:54:31 PM
What Part of the System Needs to be Smart?
Plus! Redemptions; FTX, Continued; Single-Celebrity Companies; Unretiring; Activism; Diff Jobs
12/12/2022 1:24:32 PM
"A Solution in Search of a Problem" is a Low-Rates Phenomenon
Plus! Money and Equilibria; eSports; The Price of Liquidity; Plausible Deniability; The Illiquidity Premium, Continued; Diff Jobs
11/28/2022 1:24:28 PM
Why Finance is Hard to Decentralize
Plus! Why They Don't Drill; Shorting; Crypto Liquidity; Food Convergence; Crypto Transparency; Diff Jobs
11/7/2022 1:04:30 PM
Kroger / Albertsons: Buying Data in Bulk
Plus! Meme Shorts in Crypto; Unfiring; Will Expensive Food Cause Expensive Food?; The Outrage Cycle; Stability and Financial Repression; Diff Jobs
10/10/2022 12:24:30 PM
Newsletter Economics in 2022
Plus! Dogfooding the Metaverse; Distribution; Rebundling; Negative Yields; The Labor Shortage Continues