One Funeral at a Time

Stock Buybacks, Demystified

Intellectual Laziness: Book Review: Power Failure

The Great Depositor Bailout: What constitutes a bailout?

Unconventional Strategies: What happened to Southwest?

Deregulation and Airfares: Did deregulation really lower airfares?

Ride-Hailing, Revisited: Is ride-hailing broken?

Classic Longreads: Oil and Airlines: Deep in the heart of Texas

What's Wrong with California?: A defense of the Golden State, and a modest proposal

It's Never the Subsidies: High speed rail, the subsidy narrative, and the midwit fallacy

Solving Scurvy: What can we learn from the quest to defeat scurvy?

Perspective: John Mackey, Whole Foods, and meaningful work

The Midwit Trap: Why are we so dismissive of simple solutions?

Lemons: Why should you never publicly criticize people that you work with?

Scarcity Truthers: Artificial Scarcity and the Semmelweis Reflex

The Great American Coin Shortage: What do coins and toilet paper have in common?

Ride-Hailing: Is It Sustainable?: Do ride-hailing companies have any pricing power? A case study

Blame the Investors?: ROE and other dogmas

Cartels: The Cartel Theory of Everything; Housing

Where Are All The .400 Investors?: How to Become a Stock Market Billionaire

This Land is My Land: What Makes Land Valuable?

Swinging for the Fences: Cathie Wood, Mutual Funds, Tournaments, Convex Payoffs, and Broken Clocks

Complements and Constraints: Startups Investing in Startups, Flywheels, Stripe, Netflix