Archive - Lucas's Newsletter

Supply vs Demand - Which is more important to a marketplace?

on marketplace startups, what to focus on, doordash and rover

Apr 15 •

We ChatGPT'd Our Way Into A Trade War

what the tariffs mean, how they were calculated, re-shoring, and asking ChatGPT to come up with your plan

Apr 4 •

March 2025

Fiscal Dominance: An Interest Rate Paradox

what is policy, fiscal vs monetary, and the recession button

Mar 6 •

February 2025

The Business of Belief is Chaos

on weaponizing belief, silicon valley as a government model, and more

Feb 17 •

December 2024

Insurance Isn't The (Biggest) Issue

american healthcare, united health, and the system as a whole

Dec 16, 2024 •

November 2024

DOGE: The Memeification of Government

doge, national debt, the government accountability office, and how the US spends money

Nov 20, 2024 •

The Second Pandemic Election

how Trump won, incumbents, podcasts, and vibes

Nov 14, 2024 •

June 2024

This Is Why You Can't Buy A House (Right Now)

cormac mccarthy, supply shock, zoning, and hope

Jun 18, 2024 •

May 2024

This Is How AI Kills Progress: A Working Theory

the marvel cinematic universe, bob dylan, and artificial intelligence

May 7, 2024 •

January 2024

Bloomin' Onions: The Economic Indicator

ordering from Outback Steakhouse, how we measure the economy, and the labor market

Jan 4, 2024 •

December 2023

DoorDash Never Made Any Sense To Me

a grossly unprofitable business, where it's headed, and why you should always tip your drivers

Dec 13, 2023 •

Argentina, I'm Crying For You (how things got so bad)

over 100% inflation, a president who listens to his dogs for economic advice, and the largest debt holder to the IMF

Dec 8, 2023 •

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