Nuclear, TikTok, Science, Berkowitz, Housing
Byrne Hobart
Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
Byrne Hobart
Plus! More Moderation; Social Competition; Carbon Updates; Abstract Prices, Concrete Supply Chains; Format Replacement
Byrne Hobart
Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer t…
Byrne Hobart
Plus! How the Chip Shortage Happened; New York Real Estate: More Data Points; Chronic and Acute Labor Shortages; Extrapolation; Texas and Trading
Byrne Hobart
Plus! Distributed Business Clusters; More on Texas; The India Model; Clean Shipping; Price Discrimination
Byrne Hobart
Plus! The Asset-Light Theory of Human Civilization; Dark Patterns; Maturity Transformation at the Met; Amazon's Regulatory Arbitrage; Leaving Google; S…
Byrne Hobart
Plus! Deep Freeze
Byrne Hobart
Coinbase, Big Short, Amazon, Canva, Influencers, Emerging Markets, The Valley, Growth
Byrne Hobart
Plus! Facebook vs Bullying; Scale and AI; Chip Shortage Updates; Decarbonization; Supermicro, Redux
Byrne Hobart
Plus! MicroStrategy's Megapremium; Chip Insourcing; More Remote; Meritocracy in China's Government Doesn't Replicate; Cap Structure Arbitrage in Airlin…
Byrne Hobart
Plus! S-1s; Apple Shipping; Ad Arbitrage; Short Sellers; The Chip Shortage Continues
Byrne Hobart