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Energy in 1776
Plus some good news on kiddos in the Big Cities
Jul 4
•
Moses Sternstein
4
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Energy in 1776
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4
Maybe the OBBB is actually fiscally responsible?
I doubt it, but I like a good contrarian take
Jul 3
•
Moses Sternstein
13
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Maybe the OBBB is actually fiscally responsible?
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1
I used ChatGPT to help underwrite an investment idea
o3 is a pretty darn good analyst, if you ask good questions
Jul 2
•
Moses Sternstein
9
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I used ChatGPT to help underwrite an investment idea
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2
LPs want their liquidity and they want it now
GPs still haven't gotten the memo, yet, apparently
Jul 1
•
Moses Sternstein
7
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LPs want their liquidity and they want it now
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1
June 2025
Can the US grow its way out of debt?
Some pessimism, but also, some optimism
Jun 30
•
Moses Sternstein
5
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Can the US grow its way out of debt?
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Riffing on themes: fading fade america trade; winning the trade war; stablecoins; and the trouble with ETFs
9 Charts on all things big and small
Jun 27
•
Moses Sternstein
7
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Riffing on themes: fading fade america trade; winning the trade war; stablecoins; and the trouble with ETFs
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4
The Rotation to the National Nursing Home is running out of foreign born workers
The biggest secular driver has been deprived of its rocket fuel
Jun 26
•
Moses Sternstein
11
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The Rotation to the National Nursing Home is running out of foreign born workers
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2
Stablecoins have lots of uses, right?
Decompose stablecoin transaction volume (and you might not like what you find)
Jun 25
•
Moses Sternstein
11
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Stablecoins have lots of uses, right?
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1
Meta makes the dumbest models
And Zuck goes on a smile n' dial campaign
Jun 24
•
Moses Sternstein
9
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Meta makes the dumbest models
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4
'China is 'losing' the trade war' is probably true, but also irrelevant
China needs us to buy its stuff more than we need its stuff, but it's all just noise relative to the stuff that really matters
Jun 23
•
Moses Sternstein
13
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'China is 'losing' the trade war' is probably true, but also irrelevant
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2
New homes are partying like its 2020
Lennar reports; GSEs lean into Goodhart; never been a better time for a condo; cracks in unemployment?
Jun 19
•
Moses Sternstein
7
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New homes are partying like its 2020
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Alex Kolicich of 8VC dishes on China, VC Dumb Money, Inflections in Biotech, Nvidia's Moat, and more
Investing in China, then and now; life at Clarium Capital; the real liquidity crisis; and the 'Adapt or Die' moment for biotech
Jun 18
•
Moses Sternstein
and
Alex Kolicich
6
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Alex Kolicich of 8VC dishes on China, VC Dumb Money, Inflections in Biotech, Nvidia's Moat, and more
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1
1:10:53
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