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Need feedback from people who think about incentives in their sectors
- d_e_solomon 10mo agoI’ve been writing breakdowns on why certain industries behave the way they do, not from a “news” angle but from incentives, market structure, and pricing power. 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 https://www.capitalfolly.com (Would love feedback from people who think about incentives or structure in their own sectors.)