Random Walk

Random Walk

Curley Reprise; Density Change; Fading Fade America; Redemption Risks; Generational Flippening

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

Moses Sternstein's avatar
Moses Sternstein
Mar 20, 2026
∙ Paid
  • Curley Effect reprise

  • a conquered frontier over time

  • Fading the Fade America trade, and a riff on Europe

  • BDC Minsky redemption risks (or nah)

  • great generational flippening (sooner than you think)

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