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SaaS Attacked (ongoing)

The big selloff on swiftly-growing software businesses continues apace
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Inference and insinuations
A little meander through the AI inference onslaught
 • Moses Sternstein
5 Idea Friday: market viz; zombie funds; still no housing shortage; illiquid becomes liquid; bring your own energy (coal too)
A feast for thought, heading into the weekend
 • Moses Sternstein
A chart dive on the PE-Direct Lending Scene
30+ charts on all things finance bro
 • Moses Sternstein
5 Idea Friday: EU lags; AI payback (to whom); It's getting better (reprise); The predictors; Nothing Ever Happens Index
A feast for thought, heading into the weekend
 • Moses Sternstein
You got to admit it's getting better
Perhaps not all the time, but most of the time, so what's all the belly-aching about?
 • Moses Sternstein
5 Idea Friday: SaaS, licensing, houses, beauty, and small caps
A feast for thought, heading into the weekend
 • Moses Sternstein
AI everything cycle, and SaaS strikes back (maybe)
The paradox of the AI everything cycle that's bullish for pretty much only one thing
 • Moses Sternstein
If AI is taking jobs, then where are all the productivity gains?
Markets are assigning basically $0 to the field, which is weird, if the field is getting so productive with AI that it doesn't need any workers, anymore
 • Moses Sternstein
12 Months of Random Walk
The year in macro and capital markets, as told by a year of Random Walk
 • 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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