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Four doomer charts that are probably fine
Mass firings, part-time struggles, broke youngs, overdue loans, and really, nothing to worry about (probably)
Nov 5
•
Moses Sternstein
10
AI's bubbling (hot hot hot)
14 charts on AI ROI
Nov 3
•
Moses Sternstein
8
4
Growth without growing
10 charts on growing the new-fashioned way
Oct 29
•
Moses Sternstein
12
2
Private for longer: retail (and hedgies) not welcome
Retail is becoming its own worst enemy in forcing a big change in the capital markets
Oct 27
•
Moses Sternstein
5
Is retail the smart money, now?
Individual investors have a brand new bag, that they cannot kick
Oct 21
•
Moses Sternstein
11
A brief note on housing
Where the incentives roam
Oct 20
•
Moses Sternstein
11
Almighty consumer, bnpl edition
BNPLers are built different. But we knew that.
Oct 16
•
Moses Sternstein
11
Riffing on themes: CRE dispersed, China swallows biotech, and the wealth effect is fake
7 charts on various things big and small
Oct 15
•
Moses Sternstein
5
1
The month the labor market broke? More scenes from the alt-data
A few more tidbits on the non-breaking of the broken employment scene
Oct 10
•
Moses Sternstein
7
3
The month the labor market broke?
One bearish labor market take, and the reasons why it might not be correct
Oct 9
•
Moses Sternstein
12
Family offices are risk-on, too
What does generational wealth have to say about the apocalypse trade (if anything)?
Oct 6
•
Moses Sternstein
14
1
Some creaking and two shocks, walk into a bar
Musing on the tenuousness of an otherwise fine state of affairs with 12 charts
Oct 3
•
Moses Sternstein
15
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