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Are rate cuts a solution in search of a problem?
There's no shortage of money, and no surplus of people . . . if anything, there's a shortage of good productive things to invest in, and it's unclear…
42 mins ago
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Moses Sternstein
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Are rate cuts a solution in search of a problem?
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Second order effects of unemployment
First they came for the beer sales, and I did nothing, for I am not a beer salesmen
Sep 17
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Moses Sternstein
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Second order effects of unemployment
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Spending > Incomes
We're spending more than we're making, and have been for awhile. It can't go on forever, right?
Sep 16
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Moses Sternstein
4
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Spending > Incomes
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Three charts to inform and delight
Self-driving cars, online shopping, and the cloud wars
Sep 13
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Moses Sternstein
2
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Three charts to inform and delight
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The secret to Y'all St. (and Europe's fade)
The special ingredients behind enduring success (and slow, crippling failure)
Sep 12
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Moses Sternstein
5
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The secret to Y'all St. (and Europe's fade)
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Maybe things really are getting worse?
Random Walk doesn't think so, but here's some data on why that could be wrong
Sep 11
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Moses Sternstein
5
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Maybe things really are getting worse?
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Bankruptcies spike!
Because incendiary headlines are fun, but underneath the hood, things are a little o' this, and a little o' that. That might be the new normal though…
Sep 10
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Moses Sternstein
2
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Bankruptcies spike!
www.therandomwalk.co
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Buying cheap tchotchkes on the internet (reprise)
Jobs, spending, wages all keep mucking along, but that's better than outright retreat. On the plus side, it's never been a better time to sell cheap…
Sep 9
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Moses Sternstein
2
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Buying cheap tchotchkes on the internet (reprise)
www.therandomwalk.co
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AI is no Cisco
Latest foray into 'AI: Bubble or Not?' and it's mostly assuring
Sep 6
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Moses Sternstein
9
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AI is no Cisco
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Job openings go down (but maybe not)?
Some expected baddish news, but perhaps also some hidden strength
Sep 5
•
Moses Sternstein
2
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Job openings go down (but maybe not)?
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Real estate dispatch
Rents-not-rising, but some markets are (a lot) better than others, a tale of four regions, good and bad news from CMBS, Bye-bye biotech, hello…
Sep 4
•
Moses Sternstein
3
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Real estate dispatch
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10 charts from VC-land
The correction continues, as VC mostly doesn't ponder what's next
Sep 3
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Moses Sternstein
5
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10 charts from VC-land
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