Viewing profile — arb-spreads

This is a short sighted and ignorant piece. The combined business will be 2% of the size of Amazon, 10% of the size of Walmart, and nearly 10% of the size of Costco. They will cont…

Ineffective altruism strikes again

Fairly self evident. Far fewer married people, many want to live in apartments, and others enjoy renting houses for a few years at a far cheaper rate than being locked into a dwell…

Nicer apartments, more houses are offered as short term rentals. People's preferences adjust. Resulting demand curve for homeownership adjusts Homeownership is a far smaller part o…

Some people rent out the original house or try to transfer the low mortgage rate in order to monetize it.

Worst is an interesting framing - lowest transactions is far better. Obviously all in housing transaction costs decreasing from nearly 10% today to something a lot more reasonable …

Many companies have used return to office as a soft layoff. Many employees quit versus large layoffs. Things should normalize as companies optimize their workforces, office leases …

This has the potential to be extremely transformative for Argentina. The country struggled for decades with rampant inflation and incompetent leadership. Dollarizing the economy wi…

Not really sure why people complain so excessively about dynamic pricing software. Whether for flights, concerts, or apartments - sellers will naturally seek to maximize profits. S…

Cynical take is that Google is a monopoly. They could probably easily double net income margins from ~25% to ~50% while still growing at a similar rate. Instead, they waste hundred…

This is an unsurprisingly terrible article. If anything, venture capital is more responsible for a lack of IPOs. At one point, there were over a thousand unicorns that had no reaso…

Agreed. Similar to the invention of seatbelts and other safety devices, safer technology induces risker behavior. Would be unfortunate to have an over-reliance on emergency service…

Participation would involve every nation. As a lower/middle income country, China would receive commensurate benefits from redistribution. Significant collaboration would be requir…

Great point. Renewables are getting cheaper, but are still interment and require baseload power. They also require significant investments in grid infrastructure, with costs borne …

Tough country killing 500m birds/year not to mention all the natural bird deaths

Or just offer an option between a charging cable/brick, iCloud credit, or store credit for future purchase...

Alameda Research made billions arbitraging wide spreads in Asian bitcoin exchanges relative to the rest of the world. Required working with local banks to solve logistics around wi…

; )

Precisely, which require significant upfront investment/expertise in a consolidated space

There are a lot of 'soft' arbitrage opportunities out there, such as risk arbitrage or merger arbitrage. You may not have 100% certainty of a deal closing, but can still profit ove…

Decent deal. Probably Looks like electric ATVs/UTVs are around 15k, which would be a rough comp. Electric bikes / scooters / etc will hopefully become much more commonplace. Way ch…