Archive - Random Walk

April 2025

Depression not yet underway

Of hiring data, fast-fashion, the real non-substitutes, CFO sentiment soured-ish, a surfeit of broken deals, and tales from auto-lands

Apr 30 •

Moses Sternstein

Live with Moses Sternstein

A recording from Moses Sternstein's live video

Apr 29 •

Moses Sternstein

and

44:25

‘It’s a buyer’s market out there’ and other missives from the world of real estate

18(!) real estate charts on how affordable everything is getting (plus much more)

Apr 29 •

Moses Sternstein

Secondaries will not save VC (and 8 charts from venture-land)

Admission is the first step to recovery, so there's that

Apr 28 •

Moses Sternstein

Soft-Data > Hard Data

Is declining sentiment a leading signal? It depends

Apr 25 •

Moses Sternstein

AI Wars, TikTok's back, and the EU's trade war

AI adoption is inflecting faster than official data shows, and other sundries

Apr 24 •

Moses Sternstein

Searching for signs of a slowdown

Have the prospect of tariffs finally showed up in the real economy?

Apr 23 •

Moses Sternstein

(Still) no exits for private capital [republished]

No exits, no worries, probably

Apr 22 •

Moses Sternstein

Regional Bank opines on the real reckoning [republished]

(One year ago) MTB's CEO flags some major risks, and it's not what you think

Apr 17 •

Moses Sternstein

7 more tariff charts

Greenland must be ours; embargo on UST; China's actual leverage; imports slow

Apr 10 •

Moses Sternstein

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