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Growth without growing
10 charts on growing the new-fashioned way
Oct 29
•
Moses Sternstein
12
2
Private for longer: retail (and hedgies) not welcome
Retail is becoming its own worst enemy in forcing a big change in the capital markets
Oct 27
•
Moses Sternstein
5
Is retail the smart money, now?
Individual investors have a brand new bag, that they cannot kick
Oct 21
•
Moses Sternstein
11
A brief note on housing
Where the incentives roam
Oct 20
•
Moses Sternstein
11
Almighty consumer, bnpl edition
BNPLers are built different. But we knew that.
Oct 16
•
Moses Sternstein
11
Riffing on themes: CRE dispersed, China swallows biotech, and the wealth effect is fake
7 charts on various things big and small
Oct 15
•
Moses Sternstein
5
1
The month the labor market broke? More scenes from the alt-data
A few more tidbits on the non-breaking of the broken employment scene
Oct 10
•
Moses Sternstein
7
3
The month the labor market broke?
One bearish labor market take, and the reasons why it might not be correct
Oct 9
•
Moses Sternstein
12
Family offices are risk-on, too
What does generational wealth have to say about the apocalypse trade (if anything)?
Oct 6
•
Moses Sternstein
14
1
Some creaking and two shocks, walk into a bar
Musing on the tenuousness of an otherwise fine state of affairs with 12 charts
Oct 3
•
Moses Sternstein
15
China feelin’ the pinch (maybe), and pinching back (maybe)
China is 'losing' the trade war, but then why get iced up?
Oct 1
•
Moses Sternstein
18
3
Where does all the sanctioned oil go?
And 5 other charts and missives about trade and 'geopolitics'
Sep 29
•
Moses Sternstein
15
1
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