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Price Check on Terminal Value

Will anything stop this AI train?
READ THE LATEST
That Escalated Quickly
5 Idea Friday: Homehealthfraud; Perfect Inflationary Storm; Auto Supplychain Puzzle; Mobile FTW; GLP-1 Yimbyism
 • Moses Sternstein
"ICE has not improved labor markets(?)
The impact of deportations on US workers has more than meets the eye
 • Moses Sternstein
A New Bull Rises
5 Idea Friday: Bull market, but not for everyone; Pareto Outcomes Embiggering; K-Shaped Oddity; Luxury Woes
 • 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
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
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
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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Important Things
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