Random Walk

Random Walk

Gas compression, jobs, dispersion and vol, nuclear, and Hormuzing

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

Moses Sternstein's avatar
Moses Sternstein
Mar 06, 2026
∙ Paid
  • compression to the moon

  • ‘soft’ jobs data, lol

  • investors are smart some times (and/or it’s a stockpicker’s delight)

  • going nuclear, slowly and more expensively

  • straight in the Hormuz

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