Just Links Weekend: March 19-20

A longer piece is in the works. Thats my excuse for no posts in 5 days!

Videos/Podcasts

Articles

• Nickel Can’t Find a Price - Matt Levine

• The Confidence Gap

Tweets

Marc Andreessen @pmarca

American investor in Chinese company: $ -> VIE -> contract in the Cayman islands -> theoretical economic claim in China -> Chinese company -> Chinese securities regulator -> Chinese courts -> CCP controls everything in China. What do you own, exactly?

Michael A. Gayed, CFA @leadlagreport

Unpopular opinion: the Fed has no idea what the fuck is really going on.

Doomberg @DoombergT

Not sure who needs to know this, but oil companies don’t sell gasoline

Alf @MacroAlf

And once again the world didn’t end and gold didn’t go to $10,000. Noted.

Comedic Relief - Pumping a stock, when you don’t even know what the business does:

I have exciting news to share: You can now read Market Therapy in the new Substack app for iPhone.

With the app, you’ll have a dedicated Inbox for my Substack and any others you subscribe to. New posts will never get lost in your email filters, or stuck in spam. Longer posts will never cut-off by your email app. Comments and rich media will all work seamlessly. Overall, it’s a big upgrade to the reading experience.

The Substack app is currently available for iOS. If you don’t have an Apple device, you can join the Android waitlist here.