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Daily Data

Slow descent or ready for takeoff?
Why not both? Some thoughts on what the new year might bring
 • Moses Sternstein
AI rubber hits road, when? (cont.)
Continuing to riff on the haves and have-nots of the AI trade
 • Moses Sternstein
AI rubber hits road, when?
10+ charts on the transformation of AI promise into AI results (or the lack thereof)
 • Moses Sternstein
5 Idea Friday: capex, slow n' steady (and others)
The surprisingly linear ascent of tech capex, mysteries of biotech capital allocation, ex-chinese etailers, never go full French, and CRE's bottom (and…
 • Moses Sternstein
Of Waymo, holiday shopping, and the buyer's market for homes
Riffing on themes in 10+ Charts
 • Moses Sternstein
Checking in on those white collar blues
10+ charts on the recent grad struggle (and white collar malaise, more broadly)
 • Moses Sternstein
China and the ‘Beggar Thy Neighbor’ Trade
Checking in on the apparent Chinese plan to go net-zero imports
 • Moses Sternstein
5 idea Friday
Five little thoughts for the weekend of diets, stimulus, the future of code, Rules of 40, and Bragawatts
 • Moses Sternstein
The secret to PE exits
A 13-chart mid-dive on the current state of PE
 • Moses Sternstein
It’s getting cold out there (beyond the GPUs)
A 16 chart check on the Almighty Consumer (who isn't an HVAC specialist), and where the first cut is deepest
 • Moses Sternstein
AI lending spree (10+ charts)
Debt has entered the picture and taken over the stage, and that's better than people think
 • Moses Sternstein
Batteries set records, and other missives
Big batteries, big profits, and the K-shaped Manhattan home price shift (plus the softest markets in the country)
 • Moses Sternstein
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