Enjoy!
(i) Acquired: The Complete History & Strategy of Costco
Loved this.
(ii) Substock Round-up
(iii) Brad Setser on China's Economic Picture (Twitter)
Also see: Andrew Batson: The political position of the private sector. And Construction Physics: How Fast Can a City Grow? — lots of good population growth rate scatter plots (Shenzhen is crazy, stagnating Europe, etc.).
(iv) Road to the Casa Rosada: Post-PASO Analysis
Argentinian politics never fails to be boring. See here for NYTimes profile of Milei. And, Sebastian Bensusan on Argentina dollarization.
(v) Oversharing: Surge pricing has lost all meaning
Evolution in ridesharing pricing/UI philosophy. Ali’s substack is good.
(vi) Emily Oster: Competing With Your Younger Self
Age-Adjusted PRs. Loved this. Also: Anne Helen Petersen: You'd Be Happier Living Closer to Friends. Why Don't You?