Sitemap - 2023 - Random Walk
Dec. 30, 2023 Weekly Recap & Good Reads
Consumption has grown more than income
What being wrong says about being right
Driving less, without skipping a beat
Dec. 23, 2023 Weekly Recap & Good Reads
What if the Fed makes no difference at all?
Workers making more than bosses
Coffee shops and thrift stores tell you everything you need to know
Checking in on Office loans and small businesses
Decoupling with China is hard to do (or is it)
Dec. 16, 2023 Weekly Recap & Good Reads
Student loan repayment and other revealed preferences
Random Walk at Night: We can do better than cities
Everyone's betting on cheaper money
Consumers (still) have money in the bank
Random Walk at Night: Headwinds?! I'll show you headwinds
Three charts on the future of TV
Price check (December Edition)
Dec. 9, 2023 Weekly Recap & Good Reads
Random Walk at Night: Lights, Camera and Action
Random Walk at Night: The *real* reason Altman was fired
Home prices have regressed to the mean
Dec. 3, 2023 Weekly Recap & Good Reads
Random Walk at Night: Of Innocence and Experience, a Conversation with Blake
The latest bank data from the FDIC
Where is job growth coming from?
Random Walk at Night: Where does VC go from here?
Nov. 25, 2023 Weekly Recap & Good Reads
The Magnificent Three Are Everywhere
Consumer credit isn't terrible
Random Walk at Night: Real Estate Dispatch
Nov. 18, 2023 Weekly Recap & Good Reads
An early look at holiday shoppers
Daily Data: China decoupling(?)
Random Walk at Night: Price Check is Not Bad
Daily Data: Some SaaS sells better than others
Daily Data: Treasury Auction Fail
Nov. 11, 2023 Weekly Recap & Good Reads
Daily Data: Population forecast is in
Random Walk at Night: The Marks Are Too Damn High
Daily Data: Consumer Desiderata
Random Walk at Night: A productivity boom?
Daily Data: NYC is a bit different now
Nov. 5, 2023 Weekly Recap & Good Reads
Daily Data: Ecommerce is still a big thing
Random Walk at Night: Healthcare YIMBY
Daily Data: Excess Savings are Gone
Random Walk at Night: It's Babymaking Time
Daily Data: Where and when are the venture dollars going?
October 29, 2023 Weekly Recap & Good Reads
Random Walk at Night: Uncle Sam needs more money, but will there be enough?
Daily Data: BigCos are living large
Daily Data: DOE made credit scores better
Random Walk at Night: Real Estate Dispatch
Daily Data: Smaller firms feeling the sting(?)
October 22, 2023 Weekly Recap & Good Reads
Random Walk at Night: Phantom ZIRP
Daily Data: Are we returning to office or not?
Daily Data: How to 10x your networking
Random Walk at Night: Back-to-normal isn't good enough
Daily Data: Luxury is feeling it
Daily Data: Too Big, Can't Fail
October 15, 2023 Weekend Recap & Good Reads
Random Walk at Night: Sea Changes in capital markets
Daily Data: Old folks are the consumer now
Random Walk at Night: In praise of Twitter
Daily Data: CRE and CMBS are not the same
October 8, 2023 Weekend Recap & Good Reads
Random Walk at Night: Investors are raising money for a lending bonanza
Daily Data: Twilight of an empire
Daily Data: WFH has more "W" than RTO
Random Walk at Night: Real Estate Dispatch
Daily Data: Corporates aren't paying interest
October 1, 2023 Weekend Recap & Good Reads
Daily Data: AI Apps Aren't Sticky
Random Walk at Night: If we all agree regulators are bad, then why can't we say so?
Daily Data: BNPL is inclusive *and* predatory
Daily Data: WFH persists and grows?
Random Walk at Night: The Almighty Consumer is different now
Daily Data: Discounters make a move or getting moved on?
September 22, 2023 Weekend Recap
Random Walk at Night: There is still no housing shortage
Daily Data: Longer sales cycles, and other VC-related data
Daily Data: One way that cellphones make lives better
Random Walk at Night: The Creator Economy v. Distractor Economy
Daily Data: Uranium is the New Oil (which is also the New Oil)
Daily Data: Medicare is a bargain(?)
Random Walk Recap & Weekend Reads
Daily Data: Instacart's IPO and VC marks
Daily Data: The Rapid Adoption of Things
Daily Databite: People still have extra cash
Random Walk at Night: Domestic Migration is More of the Same
Daily Databite: Household leverage is low
Daily Databite: Old people lie and good news from CMBS
Daily Data & Weekend Reads: The Insurance Premium Premium
Random Walk at Night: Waiting (for houses) is the hardest part
Daily Databite: We're working, we're spending
Daily Databite: Stealth Stimmy
Random Walk at Night: Instacart's Delight
Daily Databite: Banks are preparing for rainy days
But how is the consumer really?
What happens when Universities run the Treasury playbook?
It's not 'how many?' but 'who?'
Reverting to the mean (just enough, but not too much)
Thread's dead, baby, thread's dead
Kahlua and Worcestershire Sauce
Won't be fooled again, until next time that is
Tell your friends to read Random Walk
Congestion?! Is that all I am to you?!
Started from the bottom now we're here
Flipping the bird the bird and getting the bird right back
*Special Announcement* Random Walk, a Mission Statement
It's coming from inside the building
Are homebuilders on the march?
American Pastoral v. American Dynamism
Discretion is the better part of valor
Kids are both alright and not alright, so we should have more of them to find out
Strong jobs data and other stuff to ignore
Technology is leaving Venture Capital behind (and VC would be wise to let it go)
WFH Whodunnit: Families, benzos or both?
Misery is supposed to love company, so why can't we get along?
Bye bye biotech, hello loneliness
Consider the Everything Bubble
In the past, our jobs will be obsolete
Come Mr. Tally Man, Tally Me Bullets and Fiber Optic Cable Guys
Prudence for thee, but not for me
Rescuing defeat from the jaws of victory
Banks are people, people with loans
Magic money wands and unringing bells
Social media gives us what we want, good and hard
If student loans can't be repaid, does that mean they're toxic?