Random Walk

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Price Check on Terminal Value

Will anything stop this AI train?
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Uncharted waters (reprise); Almighty Consumer check; Healthcare[-fraud] GDP?; AI-Lawyering for Me; Longs, but not shorts
Five Idea Friday: Musing again on growth without growing, and other tidings, good and bad
 • Moses Sternstein
Durable goods different; terminal values; a funny thing about energy costs; Japanese future; Hidden healthcare taxes
Five Idea Friday: Featuring "Hidden Healthcare Taxes," and other interesting, but important, asides
 • Moses Sternstein
The marks aren't high enough?
Notes and charts on the current price(s) of equities
 • Moses Sternstein
DOGE ftw!; Luxury woes; Manufacturing Boomlet; Real AI threat; Housing Supply is *perfect*
Five Idea Friday: featuring a manufacturing boom, and 20+ charts to carry you through the weekend
 • Moses Sternstein
Uncharted waters, blissfully unaware
Growth without growing is the name of the game, so how're we doing, so far?
 • Moses Sternstein
Michael Burry Chimes in...When it comes to housing, it’s the interest rates, stupid
The Big Shorter declares "Random Walk is correct! There is no affordability-shortage crisis, but there is a 30-year fixed rate mortgage subsidy crisis"
 • Moses Sternstein
When to cut bait?
At what point does one conclude that a fund's performance is what it is
 • Moses Sternstein
AI-Beneficiaries-in-Training
Trying to identify some companies spending today, for results tomorrow
 • Moses Sternstein
Curley Reprise; Density Change; Fading Fade America; Redemption Risks; Generational Flippening
Five Idea Friday: 20 some-odd charts to carry you through the weekend
 • Moses Sternstein
Random Walk
Random Walk
"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
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