My midweek morning train reads:
• The Hulu/Disney/Comcast divorce, explained (Vox)
• Kyle Bass’s big nickel bet (Moneyness)
• Importers pay 100 percent of the accounting costs of trade tariffs, which are passed on to the consumer. The economic costs of tariffs are a bit more difficult to unpack (Global Macro Monitor)
• Elon Musk’s Hefty Anti-LIDAR Gamble Undermines Tesla Chances Of Survival (Forbes) see also The World’s Biggest Electric Vehicle Company Looks Nothing Like Tesla (Bloomberg Businessweek)
• The Time I Wore a MAGA Hat to Lunch at Café Gratitude (Los Angeles Magazine)
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