Your tired, your poor, your growth stocks

Inflation is so over--asset-price inflation, that is. Plus, what to expect when you're expecting home prices, and finally, the newest in new normals.

Housekeeping first! On May 26 in NYC, Augvest, a community of the data inclined and data curious, will be having it’s first in-person event since the pandemic began. Space is limited, so please rsvp at the link because we’d love to have you. Now, on with the show . . .

Things we think

Inflation was fun while it lasted

First, they came for venture capital

If you were wondering whether there was any rhyme or reason to venture capital, no one would blame you. The past two years have seen record amounts of VC money raised and deployed; the rounds were bigger than ever, and speed—not diligence—was the name of the game.