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AI's bubbling (hot hot hot)

14 charts on AI ROI
READ THE LATEST
AI lending spree (10+ charts)
Debt has entered the picture and taken over the stage, and that's better than people think
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Moses Sternstein
Batteries set records, and other missives
Big batteries, big profits, and the K-shaped Manhattan home price shift (plus the softest markets in the country)
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Moses Sternstein
Foreign-born labor force and shopping force, slowing (confirming my priors)
It's all going according to plan
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Moses Sternstein
Four doomer charts that are probably fine
Mass firings, part-time struggles, broke youngs, overdue loans, and really, nothing to worry about (probably)
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Moses Sternstein
Growth without growing
10 charts on growing the new-fashioned way
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Moses Sternstein
Private for longer: retail (and hedgies) not welcome
Retail is becoming its own worst enemy in forcing a big change in the capital markets
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Moses Sternstein
Is retail the smart money, now?
Individual investors have a brand new bag, that they cannot kick
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Moses Sternstein
A brief note on housing
Where the incentives roam
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Moses Sternstein
Almighty consumer, bnpl edition
BNPLers are built different. But we knew that.
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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
Mission Statement
© 2025 Moses Sternstein
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