Daily Data

Six charts about AI revenue

Foundation models, retention, and AI Native Apps, and so much more

Jan 16 •

Moses Sternstein

Higher rates make companies lean, mean, profit generating machines (reprised, revisited)

Some more observations about the effective transmission of higher rates, and what it means going forward

Jan 15 •

Moses Sternstein

Eight charts on Chinese imports

Breaking up with China is hard to do (probably)

Jan 14 •

Moses Sternstein

Higher rates have made firms stronger, and more improvements are on the way

Doing more with less is the name of the game, and the good news, is that there are more rabbits yet to de-hat

Jan 13 •

Moses Sternstein

Earnings, they grow (and not just for Mag whatever)

Some greenshoots from the middle market, and other charts on the Almighty Consumer

Jan 10 •

Moses Sternstein

Paying top dollar because no price is too high

Two of the GOATs ruminate on the state of the stock market

Jan 9 •

Moses Sternstein

Un-inversion & Data Center Power (reprise)

'Very unusual' 10 years, and an update on Data Center Power

Jan 8 •

Moses Sternstein

Optimism unbound and 7 charts to inform and delight

Other riffs on interstate migration, migrant employment, and the housing demand surplus

Jan 7 •

Moses Sternstein

Biggest housing shortage EVER

Three charts to make the shortage bros swoon

Jan 6 •

Moses Sternstein

Data Centers are already changing electricity consumption

Big upward revisions to the data center states

Jan 3 •

Moses Sternstein

Crowding out is already here, it's just not evenly distributed

We can meet Uncle Sam's borrowing needs, no problem. Private sector doesn't need no stinkin' debt, anyways

Dec 31, 2024 •

Moses Sternstein

An immigration 'debate' that wasn't, but should have been

The internet got mad over immigration, but mostly for stupid reasons, while ignoring the smart ones

Dec 30, 2024 •

Moses Sternstein

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