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From the archive: Canada's population skyrocketed, and so is (youth) unemployment (for now)
Canada took immigration to the max, and now entry-level jobs are scarcer than anyone would like . . . are we like Canada?
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Moses Sternstein
1
10 charts on Doing More with Less
Riffing on the theme of getting more done with fewer people
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Moses Sternstein
4
10+ Charts on Various AI Themes
Capex; gpt5 bullish disaster; death of middle market tech services; consumer AI revenues; and AI the job maker
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Moses Sternstein
Data-driven real estate, with Lance Lambert of ResiClub Analytics
What's really going on in the for-sale real estate market, with the real estate data impresario, Lance Lambert of ResiClub Analytics
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Moses Sternstein
1:08:41
Definitive take on the current state of the Somewhat Less Mighty Cautious Consumer
10+ charts on the Consoomer, then and now, and what to expect going-forward
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Moses Sternstein
2
When it comes to housing, it’s the interest rates, stupid
Home values are coming down, because there is no affordability-shortage crisis, but there is a 30-year fixed rate mortgage subsidy crisis
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Moses Sternstein
5
Rock meets hard place, as 'foreign-born' inflows reverse
Is the slow-growth of the labor force, showing up in the slow-growth of the consumer force?
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Moses Sternstein
I used ChatGPT to go stockpicking (reprise)
The results are in, and so far, so good
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Moses Sternstein
AI revenue goes mobile (and why 'Will Data Centers Crash the Economy?' is the wrong question)
What do job openings, Data Centers, and app downloads have to do with each other? Everything
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Moses Sternstein
5 Charts on BRICS (just because)
Manufacturing, goldbuggery, and a glimpse into the future. Plus, a watchlist update.
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Moses Sternstein
1

July 2025

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