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Checking in on the banks (redux)
Daily Data: Pretty clean bill of health, with some minor bumps and bruises
Apr 17
•
Moses Sternstein
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Checking in on the banks (redux)
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Riffing on themes
Daily Data: A bonanza of private credit, SAAS KPI, Europoors, and Fab-makers
3 mins ago
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Moses Sternstein
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Riffing on themes
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Retail sales are still strong
Daily Data: So who's responsible for this?
Apr 16
•
Moses Sternstein
1
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Retail sales are still strong
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Never bet against Zuck
Daily Data: Meta sure seems to be rolling
Apr 15
•
Moses Sternstein
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Never bet against Zuck
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April 13, 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Apr 13
•
Moses Sternstein
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April 13, 2024 Weekly Recap & Good Reads
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Sohn Conference, Part II
All the shorts and the fireside discussions
Apr 12
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Sohn Conference, Part II
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CMBS enters spring with a roar
Daily Data: Big banks especially went large
Apr 11
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Moses Sternstein
1
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CMBS enters spring with a roar
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Regional Bank opines on the real reckoning
Daily Data: MTB's CEO flags some major risks, and it's not what you think
Apr 10
•
Moses Sternstein
2
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Regional Bank opines on the real reckoning
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Sohn Conference, Part I
All the Long ideas
Apr 10
•
Moses Sternstein
4
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Sohn Conference, Part I
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Couldn't build more data centers if we wanted to (maybe)
Daily Data: The asset class with the hottest rents, has a bottleneck on new supply
Apr 9
•
Moses Sternstein
3
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Couldn't build more data centers if we wanted to (maybe)
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Rise of robots (in China)
Daily Data: China prepares for its demographic winter differently
Apr 8
•
Moses Sternstein
10
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Rise of robots (in China)
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April 6, 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Apr 6
•
Moses Sternstein
2
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April 6, 2024 Weekly Recap & Good Reads
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Feeling lucky
Daily Data: How to get away with selling negative NPV wings n' prayers
Apr 5
•
Moses Sternstein
6
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Feeling lucky
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Random Walk
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