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Flowing into Crypto
It's been a good few months for crypto, let us count the ways
8 hrs ago
•
Moses Sternstein
7
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Flowing into Crypto
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Employment growth is a foreign-born story (reprise)
We discovered an extra 2M workers
Feb 10
•
Moses Sternstein
4
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Employment growth is a foreign-born story (reprise)
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Feb. 8, 2025 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Feb 8
•
Moses Sternstein
1
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Feb. 8, 2025 Weekly Recap & Good Reads
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11 (or 13) Real Estate Charts
Rents rising the quickest, first-time buyer supreme, CRE lightening round
Feb 7
•
Moses Sternstein
6
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11 (or 13) Real Estate Charts
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Power generation is fine. It’s transmission that’s the problem (reprise)
More evidence that solar (and wind) are uniquely expensive to transmit, even if they're cheap to generate
Feb 6
•
Moses Sternstein
3
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Power generation is fine. It’s transmission that’s the problem (reprise)
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Random assorted charts (ex-Feds, surprising imports, Temu exemption, more)
Where do federal employees go, after they go ex-fed? What's the worst state to have an injury that isn't your own? Those and other mysteries, revealed
Feb 5
•
Moses Sternstein
4
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Random assorted charts (ex-Feds, surprising imports, Temu exemption, more)
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1
What happens to food shopping when you're a GLP-1 agonista?
The drugs wear off, right? And everyone gets fat again? Well, no, not exactly.
Feb 4
•
Moses Sternstein
3
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What happens to food shopping when you're a GLP-1 agonista?
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Steelmanning tariffs (sort of)
Some observations that perhaps this isn't so crazy, or at least, no more crazy than what we've been living with for the past six years
Feb 3
•
Moses Sternstein
6
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Steelmanning tariffs (sort of)
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Feb. 1, 2025 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Feb 1
•
Moses Sternstein
3
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Feb. 1, 2025 Weekly Recap & Good Reads
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January 2025
VC performance is still bad, but help is on the way
Positive signs from the M&A market, and a new class of investable businesses (and off-ramps) emerges
Jan 31
•
Moses Sternstein
2
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VC performance is still bad, but help is on the way
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Riffs on themes: Self-driving & Almighty Cautious Consumerism
Once you go Waymo and where luxury spending still thrives
Jan 30
•
Moses Sternstein
4
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Riffs on themes: Self-driving & Almighty Cautious Consumerism
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Healthcare makes all the jobs (and signing bonuses)
'The US Gov't increasingly serves as an engine of job creation"
Jan 29
•
Moses Sternstein
2
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Healthcare makes all the jobs (and signing bonuses)
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