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Newsletters
May 17, 2026
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4 min read
Resilience is what consumer behavior looks like from a spreadsheet. Delulu is what it feels like from inside your bank account.
May 10, 2026
Is it bad? Is it good? Is this the new normal?
May 1, 2026
3 min read
Updates on a few of the stories that I'm working on... and more!
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Apr 26, 2026
5 min read
What's REALLY driving job cuts?
Apr 19, 2026
6 min read
How to fix AI's public perception problem. Plus: Amazon goes after Starlink, what's behind the stock market's rebound, Nvidia CEO Jensen Huang's Dwarkesh Patel interview, Deloitte cuts back on benefits.
Apr 12, 2026
8 min read
The AI bubble is real — and it wants to grow. Plus: Iran war strains, inflation, and shareholder letters from Jamie Dimon and Andy Jassy.
Apr 4, 2026
13 min read
This week in business and economic news: March jobs, Microsoft's new model, Sam's Club hikes fees, U.S. brands struggle in China, OpenAI buys podcast
