Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Danaher: A compounding machine over four decades
July 20, 2022, 3:55 a.m.
PayPal: Beyond the Button
June 21, 2022, 1:56 p.m.
Adyen: The “Navy SEAL” Team of Payments
May 20, 2022, 3:07 a.m.
Ethereum: A Literature Review
April 20, 2022, 1:07 p.m.
CSI: Software Santa eating the VMS market
March 21, 2022, 11:59 a.m.
What’s embedded in Meta’s stock price?
March 16, 2022, 6:36 p.m.
Twilio: Communication API platform for the developers, by the developers
Feb. 15, 2022, 4:03 p.m.
Pinterest: Building the taste graph
Jan. 20, 2022, 10:35 a.m.
2021 Annual Letter
Dec. 27, 2021, 4:22 a.m.
Spotify: Play the Audio
Dec. 15, 2021, 1:36 p.m.
RH: Climbing the elusive luxury mountain
Nov. 19, 2021, 12:58 p.m.