Daily Data

Grok is the smartest

6 other interesting charts on AI, consumers, and things

Jul 11 •

Moses Sternstein

The Almighty Consumer still loves e-ecommerce

Priming for Prime Day

Jul 10 •

Moses Sternstein

Private Credit and Insurance, two peas in a pod (reprise), and a chart dump on default rates

Mutually reinforcing gains, and still no sign of pains

Jul 9 •

Moses Sternstein

3 odd observations about AI that are probably misleading somehow

Declining adoption? Fewer tokens? Less referral?!

Jul 8 •

Moses Sternstein

Plus some good news on kiddos in the Big Cities

Jul 4 •

Moses Sternstein

Maybe the OBBB is actually fiscally responsible?

I doubt it, but I like a good contrarian take

Jul 3 •

Moses Sternstein

I used ChatGPT to help underwrite an investment idea

o3 is a pretty darn good analyst, if you ask good questions

Jul 2 •

Moses Sternstein

LPs want their liquidity and they want it now

GPs still haven't gotten the memo, yet, apparently

Jul 1 •

Moses Sternstein

Can the US grow its way out of debt?

Some pessimism, but also, some optimism

Jun 30 •

Moses Sternstein

Riffing on themes: fading fade america trade; winning the trade war; stablecoins; and the trouble with ETFs

9 Charts on all things big and small

Jun 27 •

Moses Sternstein

The Rotation to the National Nursing Home is running out of foreign born workers

The biggest secular driver has been deprived of its rocket fuel

Jun 26 •

Moses Sternstein

Stablecoins have lots of uses, right?

Decompose stablecoin transaction volume (and you might not like what you find)

Jun 25 •

Moses Sternstein

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