Random Walk

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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…
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Moses Sternstein
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?!
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Moses Sternstein
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…
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Moses Sternstein
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…
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Moses Sternstein
1
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…
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Moses Sternstein
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…
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Moses Sternstein
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…
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Moses Sternstein
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…
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Moses Sternstein
2
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.
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Moses Sternstein
2
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…
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Moses Sternstein
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…
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Moses Sternstein
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…
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Moses Sternstein
© 2023 Moses Sternstein
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