Random Walk

Random Walk

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Fading the Fade America Trade?
No signs of capital flight yet
 • 
Moses Sternstein
The IPO market is open, same as it ever was, and always has been
Public and private market investors are throwing money at companies like never before
 • 
Moses Sternstein
3
Netflix having a blockbuster moment
Shortform video is swallowing the world
 • 
Moses Sternstein
10 Charts on Mobility (and the mobile mobiles who mobile)
Of waymo, distance from work, home values, the horrors of rent-price fixing, reshoring construction materials
 • 
Moses Sternstein
1
Making your own tailwinds
KKR on crowding out private borrowing; the importance of profits; household and corporate leverage are low, but . . .; public market liquidity as a…
 • 
Moses Sternstein
2
More with less is the only thing that matters (and 9 other labor market charts)
Look, ma! No people; yes healthcare makes all the jobs, even in a slow month; youth unemployment gender splits; gone fishing mystery
 • 
Moses Sternstein
3
Making Secondaries a Primary Thing
Ben Slome of New Vintage Partners dishes on the secondary state of play and the under-served liquidity needs for Venture GPs
 • 
Moses Sternstein
43:20
The trouble with ETFs and other missives
passive flows; tax migration; tariffs are working; offices offline; Deutschland Unter alles
 • 
Moses Sternstein
SumZero & AlphaSense Investor Pitch Day
4 smid cap trade ideas walk into a bar
 • 
Moses Sternstein
Too much solar
Digging ditches to fill them back up
 • 
Moses Sternstein
3
[From the Archive] What's really going on in the labor markets
Supply is catching up to demand
 • 
Moses Sternstein
2

May 2025

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