The 1.5th Wave: The Worst of Both Worlds

Plus! 13Fs, WeWork, TikTok, Amazon, Sanctions, Infrastructure

In this issue:

  • The 1.5th Wave: The Worst of Both Worlds

  • Raising the 13F Threshold

  • WeWork: Breakeven

  • TikTok and Amazon

  • Sanctions

  • Arguments for Infrastructure

The 1.5th Wave: The Worst of Both Worlds

There are, broadly speaking, two bad things about any kind of Black Swan-style disaster: the cost if it happens, and the cost of preventing it. Those costs are end…

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