Apaquet
Eferix, quantLRDeep dive research, current events, and the sharing of a compounding love for finance and economics.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||
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eferix.substack.comLatest Issues
We Love Monopolies
In Macroeconomics, a price-setting relation can be described in the following way, where P equals a nominal unit cost W to an element known as the markup (the greek mu) in addition to 1:
This entire article is about our markup.
We Don...
Souls among Dynamic Pricing
At the end of 2025, Walmart rolled out nationwide its first installation of digital price tags on its stores’ shelves. Since 2024, the company has been overwhelmingly positive about dynamic pricing systems in its global infrastructure, from...
Local Awareness
Aschenbrenner’s Situational Awareness’s performance over the past couple of years is an impressive feat. No investor of our generation has been able to transform a few hundreds of millions in more than $13B so quickly. As his fund’s holding...
Korea and the HBM Supply Chain
Since January, South Korea’s main indices surged. As we enter a new race for AI, infrastructure and memory have been crowned the new bottlenecks. The KOSPI, the country’s main index, is currently experiencing some of its history’s biggest i...
Snackable Streaming
In recent months, Netflix executives have announced an upcoming release of a great redesign in the platform’s mobile user interface. Greg Peters, the streaming giant’s co-CEO, said it will better serve the company’s ambitions in the decades...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
20y. Finance,Economics and Statistics, cinephile and avid reader
Managing L/S Book - Semiconductor, Tech, & Defense researcher. AI Optimist.
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