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Getting old is what we choose to do
Predictions from 2016 about aging and the economy still lurk, plus some pretty depressing survey data
24 hrs ago
•
Moses Sternstein
6
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Getting old is what we choose to do
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Home prices are at an all time high(?)
Which is pretty strange when all the data is showing "it's a buyer's market, if not now, then very soon"
Jul 25
•
Moses Sternstein
1
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Home prices are at an all time high(?)
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The bought-out becomes the buyer-out
An interview with Yoni Rechtman of Slow Ventures on the Growth Buyout and finding new product-market fit for venture capital
Jul 24
•
Moses Sternstein
1
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The bought-out becomes the buyer-out
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Netflix is undefeated (reprise)
The king of streams continues to make it look easy
Jul 23
•
Moses Sternstein
2
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Netflix is undefeated (reprise)
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Secondary discounts, slightly less discounted
The longer-term price trend in VC secondaries, is not what you'd expect
Jul 22
•
Moses Sternstein
1
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Secondary discounts, slightly less discounted
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July 20, 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Jul 20
•
Moses Sternstein
2
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July 20, 2024 Weekly Recap & Good Reads
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Prosecutors go on crusade, and the poor people lose
Tales from the Great Financial Crisis (plus two mini charts on labor and building starts)
Jul 19
•
Moses Sternstein
3
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Prosecutors go on crusade, and the poor people lose
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10
Some up, some downs
Good news from housing land, and an impromptu check on the consumer, who continues to be "eh, ok."
Jul 18
•
Moses Sternstein
2
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Some up, some downs
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Insurance and Private Credit, two peas in a pod
Who needs deposits, when you've got annuities? Non-bank lenders have a brand new bag.
Jul 17
•
Moses Sternstein
1
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Insurance and Private Credit, two peas in a pod
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Banks reporting for duty (part deux)
Banking is a great business, as long as you're not doing any actual banking
Jul 16
•
Moses Sternstein
2
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Banks reporting for duty (part deux)
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Big banks reporting for duty
Three of the tastiest bits from JPM's big reveal to kick off an upcoming earnings bonanza
Jul 15
•
Moses Sternstein
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Big banks reporting for duty
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July 12, 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Jul 13
•
Moses Sternstein
1
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July 12, 2024 Weekly Recap & Good Reads
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