Random Walk

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Can the US grow its way out of debt?

Some pessimism, but also, some optimism
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Riffing on themes: fading fade america trade; winning the trade war; stablecoins; and the trouble with ETFs
9 Charts on all things big and small
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Moses Sternstein
4
The Rotation to the National Nursing Home is running out of foreign born workers
The biggest secular driver has been deprived of its rocket fuel
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Moses Sternstein
2
Stablecoins have lots of uses, right?
Decompose stablecoin transaction volume (and you might not like what you find)
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Moses Sternstein
1
Meta makes the dumbest models
And Zuck goes on a smile n' dial campaign
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Moses Sternstein
4
'China is 'losing' the trade war' is probably true, but also irrelevant
China needs us to buy its stuff more than we need its stuff, but it's all just noise relative to the stuff that really matters
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Moses Sternstein
2
New homes are partying like its 2020
Lennar reports; GSEs lean into Goodhart; never been a better time for a condo; cracks in unemployment?
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Moses Sternstein
1:10:53
Alex Kolicich of 8VC dishes on China, VC Dumb Money, Inflections in Biotech, Nvidia's Moat, and more
Investing in China, then and now; life at Clarium Capital; the real liquidity crisis; and the 'Adapt or Die' moment for biotech
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Moses Sternstein
 and 
Alex Kolicich
1
Fading the Fade America Trade?
No signs of capital flight yet
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Moses Sternstein
The IPO market is open, same as it ever was, and always has been
Public and private market investors are throwing money at companies like never before
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Moses Sternstein
3
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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