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WFH Whodunnit: Families, benzos or both?
Big box retailers peer into the future, the housing hold steady looks unsteady, who (or what) broke the office, and good reads on AI, amazing charts…
May 26
•
Moses Sternstein
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WFH Whodunnit: Families, benzos or both?
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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?!
May 24
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Moses Sternstein
2
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Misery is supposed to love company, so why can't we get along?
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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…
May 19
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Moses Sternstein
4
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Bye bye biotech, hello loneliness
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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…
May 17
•
Moses Sternstein
4
1
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Consider the Everything Bubble
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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…
May 12
•
Moses Sternstein
2
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My buddy, Stan Druckenmiller
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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…
May 11
•
Moses Sternstein
3
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Embrace the vibe shift
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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…
May 5
•
Moses Sternstein
1
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In the past, our jobs will be obsolete
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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…
May 4
•
Moses Sternstein
4
2
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Don't call it a crisis
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April 2023
Come Mr. Tally Man, Tally Me Bullets and Fiber Optic Cable Guys
More recession-winners, plus three new wrinkles to key RW themes, and finally some very good reads. My recommendations come highly recommended.
Apr 28
•
Moses Sternstein
1
2
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Come Mr. Tally Man, Tally Me Bullets and Fiber Optic Cable Guys
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Prudence for thee, but not for me
5 interesting datas to win friends and influence, from Chitown to India to Mountain View. Plus, a clinic on how to get bailed out by taxpayers without…
Apr 26
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Moses Sternstein
1
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Prudence for thee, but not for me
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Recession proof mattresses
On the hunt for trends and businesses that thrive in a downturn, more AI doing things, anti-inflationary measures that actually work, plus some good…
Apr 21
•
Moses Sternstein
1
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Recession proof mattresses
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Rescuing defeat from the jaws of victory
The Fed is between a rock and hard place, but it would be nice if it started making sense. Plus, what we're going to need more of in the net-zero world…
Apr 19
•
Moses Sternstein
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Rescuing defeat from the jaws of victory
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