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Daily Data

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
The Jobless Productivity Boom
Who could have foreseen such a thing?
 • Moses Sternstein
The hottest thing in employee comp, and other labor market missives
20+ charts on the current state of labor market things
 • Moses Sternstein
5 Idea Friday: China trade; Small cap productivity; It's getting weird out there; No more Mr. Lender Nice Guy; Clearing VC Backlog
A feast for thought, heading into the weekend
 • Moses Sternstein
Inference and insinuations
A little meander through the AI inference onslaught
 • Moses Sternstein
5 Idea Friday: market viz; zombie funds; still no housing shortage; illiquid becomes liquid; bring your own energy (coal too)
A feast for thought, heading into the weekend
 • Moses Sternstein
A chart dive on the PE-Direct Lending Scene
30+ charts on all things finance bro
 • Moses Sternstein
SaaS Attacked (ongoing)
The big selloff on swiftly-growing software businesses continues apace
 • Moses Sternstein
5 Idea Friday: EU lags; AI payback (to whom); It's getting better (reprise); The predictors; Nothing Ever Happens Index
A feast for thought, heading into the weekend
 • Moses Sternstein
You got to admit it's getting better
Perhaps not all the time, but most of the time, so what's all the belly-aching about?
 • Moses Sternstein
5 Idea Friday: SaaS, licensing, houses, beauty, and small caps
A feast for thought, heading into the weekend
 • Moses Sternstein
AI everything cycle, and SaaS strikes back (maybe)
The paradox of the AI everything cycle that's bullish for pretty much only one thing
 • Moses Sternstein
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