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Michael Burry Chimes in...When it comes to housing, it’s the interest rates, stupid
The Big Shorter declares "Random Walk is correct! There is no affordability-shortage crisis, but there is a 30-year fixed rate mortgage subsidy crisis"
 • Moses Sternstein
When to cut bait?
At what point does one conclude that a fund's performance is what it is
 • Moses Sternstein
AI-Beneficiaries-in-Training
Trying to identify some companies spending today, for results tomorrow
 • Moses Sternstein
Curley Reprise; Density Change; Fading Fade America; Redemption Risks; Generational Flippening
Five Idea Friday: 20 some-odd charts to carry you through the weekend
 • Moses Sternstein
A tale of three prices (for oil)
Quick notes on the other regime change
 • Moses Sternstein
Can't Lose; Curley Effects; Zyn Tax; Homebuyer Shortage; BDC Woes
Five Idea Friday: 20 some-odd charts to carry you through the weekend
 • Moses Sternstein
Let's see what the Cycle Dragged in
Ruminating on regime change
 • Moses Sternstein
Gas compression, jobs, dispersion and vol, nuclear, and Hormuzing
Five Idea Friday: 20 some-odd charts to carry you through the weekend
 • Moses Sternstein
Secondaries, deeper, stronger, liquider
Venture secondaries markets are growing up
 • Moses Sternstein
5 Idea Friday: Chopping Block; No Booze; PE Hard(er) Mode; One Neat Trick for More Robots; Housing Shortage, Interrupted
20 some-odd charts to carry you through the weekend
 • Moses Sternstein
Citrini asks all the wrong questions, mostly
Chiming in on the current thing, but smarter
 • Moses Sternstein
5 Idea Friday: Sugar High; SaaS and News; Retail Rules Options; 'Jobless Productivity Boom'; Sustainability Lost
A feast for thought, heading into the weekend
 • Moses Sternstein
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