A Uranium Shortage, Someday

Plus! 1.5th Wave, Unemployment Cliff, TikTok, Transparency, more...

In this issue:

  • A Uranium Shortage, Someday

  • 1.5th Wave

  • Unemployment Cliff

  • TikTok

  • Transparency

  • Economics of Cannibalization

  • Automated Trading

  • Two Chip Supply Chains

  • The K-Nearest Strategy

  • V/L Recovery

A Uranium Shortage, Someday

There are many sources of pricing power—brand names, network effects, cost advantages, unique technology. One of the most volatile is when …

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