Daily Data

Consumer retailers are cutting headcount

Daily Data: And other sundries from "more spending" but "higher people costs"

Apr 19 •

Moses Sternstein

Riffing on themes

Daily Data: A bonanza of private credit, SAAS KPI, Europoors, and Fab-makers

Apr 18 •

Moses Sternstein

Checking in on the banks (redux)

Daily Data: Pretty clean bill of health, with some minor bumps and bruises

Apr 17 •

Moses Sternstein

Retail sales are still strong

Daily Data: So who's responsible for this?

Apr 16 •

Moses Sternstein

Never bet against Zuck

Daily Data: Meta sure seems to be rolling

Apr 15 •

Moses Sternstein

CMBS enters spring with a roar

Daily Data: Big banks especially went large

Apr 11 •

Moses Sternstein

Regional Bank opines on the real reckoning

Daily Data: MTB's CEO flags some major risks, and it's not what you think

Apr 10 •

Moses Sternstein

Couldn't build more data centers if we wanted to (maybe)

Daily Data: The asset class with the hottest rents, has a bottleneck on new supply

Apr 9 •

Moses Sternstein

Rise of robots (in China)

Daily Data: China prepares for its demographic winter differently

Apr 8 •

Moses Sternstein

Daily Data: How to get away with selling negative NPV wings n' prayers

Apr 5 •

Moses Sternstein

A senior's life for me

Daily Data: Good news for a real estate asset class that isn't Data Centers

Apr 4 •

Moses Sternstein

No news is good news, jobs edition

Daily Data: Where did all the white glove service go?

Apr 3 •

Moses Sternstein

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