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The secret to PE exits
A 13-chart mid-dive on the current state of PE
Nov 20
•
Moses Sternstein
4
1
It’s getting cold out there (beyond the GPUs)
A 16 chart check on the Almighty Consumer (who isn't an HVAC specialist), and where the first cut is deepest
Nov 17
•
Moses Sternstein
15
5
4
AI lending spree (10+ charts)
Debt has entered the picture and taken over the stage, and that's better than people think
Nov 12
•
Moses Sternstein
10
1
Batteries set records, and other missives
Big batteries, big profits, and the K-shaped Manhattan home price shift (plus the softest markets in the country)
Nov 10
•
Moses Sternstein
14
2
Foreign-born labor force and shopping force, slowing (confirming my priors)
It's all going according to plan
Nov 7
•
Moses Sternstein
9
2
3
Four doomer charts that are probably fine
Mass firings, part-time struggles, broke youngs, overdue loans, and really, nothing to worry about (probably)
Nov 5
•
Moses Sternstein
10
2
AI's bubbling (hot hot hot)
14 charts on AI ROI
Nov 3
•
Moses Sternstein
10
4
4
October 2025
Growth without growing
10 charts on growing the new-fashioned way
Oct 29
•
Moses Sternstein
12
2
2
Private for longer: retail (and hedgies) not welcome
Retail is becoming its own worst enemy in forcing a big change in the capital markets
Oct 27
•
Moses Sternstein
5
2
Is retail the smart money, now?
Individual investors have a brand new bag, that they cannot kick
Oct 21
•
Moses Sternstein
11
2
A brief note on housing
Where the incentives roam
Oct 20
•
Moses Sternstein
11
2
Almighty consumer, bnpl edition
BNPLers are built different. But we knew that.
Oct 16
•
Moses Sternstein
11
3
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