Random Walk

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Misery is supposed to love company, so why can't we get along?
5 great datas on maps, renewables, smashing the debt ceiling, JPM says we're fine, and leggings + lipstick. Plus, OMG China how are we not friends?!
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Moses Sternstein
Bye bye biotech, hello loneliness
AI CFOs, the price of lab monkeys, a theory of Everything Bubbles, data is hard, and good things to read, including the world peace threatening the war…
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Moses Sternstein
Consider the Everything Bubble
5 neat datas on freight, bailouts, small banks, CRE #winning, and recession-proof mattresses. Finally, what if everything we knew about the last 15…
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Moses Sternstein
1
My buddy, Stan Druckenmiller
One of the legends offers some hot takes, community banks have something cooking (maybe), and silver linings for Office buildings (or nah). Plus, good…
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Moses Sternstein
Embrace the vibe shift
Four interesting datas: LLMs claim another victim, making the stuff that makes stuff, an unexpected rise from the dead, and an expected ongoing decline…
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Moses Sternstein
In the past, our jobs will be obsolete
Sorry, BNPL, platform is everything, grocery delivery goes mainstream, more trade downs and discount shopping, AI and the secrets of the Middle Ages…
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Moses Sternstein
Don't call it a crisis
When dominoes fall, it's not a crisis, it's just the game in action. Plus, you wouldn't believe who is buying all the Russian oil, When Income Walks…
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Moses Sternstein
2
Random Walk
Random Walk
Random Walk - data, markets, and other random asides, delivered at irregular intervals to your inbox
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