Need feedback from people who think about incentives in their sectors(capitalfolly.com) |
Need feedback from people who think about incentives in their sectors(capitalfolly.com) |
Most headlines explain quarterly moves; the underlying mechanics explain everything else.
If anyone’s interested, here’s the latest write up digging into those drivers: https://www.capitalfolly.com
(Would love feedback from people who think about incentives or structure in their own sectors.)