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Family offices are risk-on, too
What does generational wealth have to say about the apocalypse trade (if anything)?
Oct 6
•
Moses Sternstein
13
1
Some creaking and two shocks, walk into a bar
Musing on the tenuousness of an otherwise fine state of affairs with 12 charts
Oct 3
•
Moses Sternstein
15
China feelin’ the pinch (maybe), and pinching back (maybe)
China is 'losing' the trade war, but then why get iced up?
Oct 1
•
Moses Sternstein
18
3
September 2025
Where does all the sanctioned oil go?
And 5 other charts and missives about trade and 'geopolitics'
Sep 29
•
Moses Sternstein
15
1
Profitability, price-stickiness, and crypto-flows in the era of [no]-tightening
goodish news on the margin front, baddish news on the auto-front, a portfolio update, and there is no tightening, crypto-edition
Sep 26
•
Moses Sternstein
9
10 charts riffing on homebuilding, private credit, fiscal dominance (aka the futile Fed), private capital fundraising, and manager selection
Quick hitters on capital flows
Sep 24
•
Moses Sternstein
7
Home values are so low, we can't profitably build (and other real estate desiderata)
7 charts on real estate to thrill and delight
Sep 22
•
Moses Sternstein
19
12
A bullish signal, and other interesting asides
6 charts on hiring, candy-costume shopping, buybacks and dilution, Europe's shame, and CO2/Capita
Sep 19
•
Moses Sternstein
10
4
'Someone else pay for my healthcare' is probably the worst idea ever
And other thoughts on the coming wave of healthcare GDP, and the bad stuff that happens when we don't pay for things
Sep 18
•
Moses Sternstein
15
2
Of private cos and private credit
12 charts on the intersection between lending and the private markets
Sep 16
•
Moses Sternstein
9
5
One narrow case for cuts
Fed life in the age of fiscal dominance
Sep 15
•
Moses Sternstein
8
14 charts riffing on themes
Healthcare angels; AI Capex; the real manufacturing boom; healthcare-foreign-born-job-maker 'in balance'; no immigrants, no blackjack; the last…
Sep 10
•
Moses Sternstein
14
1
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