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Meanwhile in Markets...

MIM editors

A human explanation of the markets and things that make them move

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Substack
PricingOnly paid issuesPublishesWeekly
Issues15Founded6 years agoLast Issue2 years ago
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Latest Issues

Is the AI boom headed for its ‘dark fiber’ moment?

The dot-com bust left behind a glut of unused fiber that was latter dubbed “dark fiber.” AI isn't the internet, but the semantics that have driven both spending sprees bear a striking resemblance.

The late ’90s internet gold rush wasn’t ju...

2 years ago
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Wall Street is quietly hinting at major ideological shift toward Bitcoin

Big money is throwing its weight behind Bitcoin as something that’s here to stay

Hey, Just a quick note: After a few years away from newsletters, I’m bringing back Meanwhile in Markets. This time, there won't be a rigid schedule—I'll only...

2 years ago
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Musk Is a Decade Late to Build a Super App

A deep dive on Musk's ambitions to turn Twitter into WeChat and why his top-down approach is antithetical to how Asian super apps were born

As you know by now, the “bird has been freed” (or not depending on your political leanings).

4 years ago
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Masterworks—The Ultra-Wealthy Invested 54% of Their Money in This

In this week's MIM, we dive deep into the surprising explosion of alternative investments, their ubiquitousness in ultra-wealthy portfolios, and how you can use Masterworks tap into that trend...

Morning MIMs,

4 years ago
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Is the Stock Market in for Three Lost Decades?

Did you know that between 1970 and 2000, the stock market went through not one but nearly THREE lost decades?

There’s a theory in behavioral economics called the “money illusion.”

4 years ago
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