Author Archives: Felix

Axios Capital: The $400 billion unemployment heist

In this week’s newsletter: Unemployment-claim crime, stablecoins, digital currencies, and NFTs. Also: Housing costs, Chinese EVs, and much more. 

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Axios Capital: Let me tell you a story

In this week’s newsletter: The differing meanings of inflation, the financial importance of a good story, AMC (of course), unreliable financial advisers, crypto investors, the Libor mess, used-clothes unicorns, and much more. 

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Axios Capital: The shareholders strike back

In this week’s newsletter, I look at the power of shareholders, focusing on energy and media. It’s bigger than you think — except, of course, at Amazon.

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Axios Capital: The meta gold rush

In this week’s newsletter: Making money off the YOLO investing boom; the new Coinbase pay structure; gyrating consumer prices; rich states; ethical companies; ransomware; and much more. All in 1,756 words, a 6.5-minute read.

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Axios Capital: Caught short

In this week’s newsletter: Recovering from chaos; the Robinhood debate; the death of Nuzzel; the question marks over the Gates Foundation; Peloton’s woes; David Swensen; and much more. All in 1,844 words, a 7-minute read.

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Axios Capital: It’s not fair

In this week’s newsletter: What to make of the Super League fiasco; how green finance went mainstream; how banks aren’t lending, or hiring senior Black executives; the hottest experiential artist; excessive executive pay; and much more.

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Axios Capital: Now you can stonk your crypto bet

In this week’s newsletter: Coinbase, dogecoin, Tiger, Madoff, housing, renting, and much more. 

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Axios Capital: Are you active?

In this week’s newsletter: Active trading, corporate taxes, stupidly expensive art, pandemic rebounds, fintech outperformance, and a mea culpa. 

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Axios Capital: The bubble still hasn’t burst

In this week’s newsletter: Archegos, Greensill, Miley Cyrus, Morphosis, Alan Turing, Harriet Tubman, infrastructure, secret loans, NFTs, and much more. 

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Axios Capital: Let’s put 2020 behind us

The fever still rages — but never has it been more certain that by this time next year, and probably much earlier, the delirium will have broken.

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Axios Capital: The transatlantic divide

In this week’s newsletter, I look at the differences between how the U.S. and Europe are approaching the current coronavirus wave; the weirdness that is the current stock market; Visa’s status as a monopoly; the sale of Supreme; podcast wars; … Continue reading

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Axios Capital: America’s rebound

A GDP report for the ages; how dual interest rates can save the world; Africa’s funding gap; PetSmart loses Chewy; Google’s app rebrand; an unusual Sotheby’s auction; and much more.

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Axios Capital: The highest bidder wins

Auctions make the world better

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Axios Capital: Theatre of the absurd

The fideist slogan credo quia absurdum (“I believe because it is absurd”) is the best way to make sense of the Trump administration.

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Axios Capital: When society faces the unprecedented

Our febrile world is not normal.

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Axios Capital: America’s rebound

It’s the rebound economists didn’t see coming.

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Axios Capital: Left out of the country

America’s cities are facing a historic shortage of two vital resources: money and immigrants.

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Axios Capital: When stocks become ironic

There have been moments of market euphoria in the past, moments when stocks stop being a serious mechanism for the allocation of scarce capital, and start being a fun, positive-sum casino.  There have also been moments of national crisis, with tens of … Continue reading

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Dice thoughts

A few weeks ago, while I was going for a walk in the woods, I came up with a thought experiment. Later, I tweeted it out, and later still, I asked the listeners of Slate Money to write in with … Continue reading

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Axios Capital: A brand-new Fed

Today is a truly historic day in Fed history — one that will have a transformative effect on U.S. monetary policy for the foreseeable future.

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Axios Capital: The government’s cash crunch

The age of ever-growing deficits has devastated one group of government entities in particular — the ones that have historically been self-sufficient, funding themselves directly from their own revenues.

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Axios Capital: Humility at scale

Philanthropy is rarely associated with humility.

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Axios Edge: Only one car company matters

Tesla is the company of the moment — the prime exemplar of just about any big and important trend that you might care about.

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Axios Edge: A new hegemon

All multinational companies and executives need to worry about breaking U.S. law, no matter where they’re based or doing business. Now, they need to worry about Chinese law, too.

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Axios Edge: Swimming in cash

There’s plenty of money. It’s just not moving to where it’s needed. (New jobs, in case you were wondering.)

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