Random Walk

Random Walk

Can't Lose; Curley Effects; Zyn Tax; Homebuyer Shortage; BDC Woes

Five Idea Friday: 20 some-odd charts to carry you through the weekend

Moses Sternstein's avatar
Moses Sternstein
Mar 13, 2026
∙ Paid
  • ‘can’t lose’ alternative investment strategies

  • Curley Effects and the limits of Exit & Voice

  • Zyn tax

  • homebuyer shortage grows

  • BDCs are not ATMs (and the looming need for tech to get lean)

User's avatar

Continue reading this post for free, courtesy of Moses Sternstein.

Or purchase a paid subscription.
© 2026 Moses Sternstein · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture