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Daily Data

Getting old is what we choose to do
Predictions from 2016 about aging and the economy still lurk, plus some pretty depressing survey data
 • 
Moses Sternstein
Home prices are at an all time high(?)
Which is pretty strange when all the data is showing "it's a buyer's market, if not now, then very soon"
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Moses Sternstein
The bought-out becomes the buyer-out
An interview with Yoni Rechtman of Slow Ventures on the Growth Buyout and finding new product-market fit for venture capital
 • 
Moses Sternstein
Netflix is undefeated (reprise)
The king of streams continues to make it look easy
 • 
Moses Sternstein
Secondary discounts, slightly less discounted
The longer-term price trend in VC secondaries, is not what you'd expect
 • 
Moses Sternstein
Prosecutors go on crusade, and the poor people lose
Tales from the Great Financial Crisis (plus two mini charts on labor and building starts)
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Moses Sternstein
10
Some up, some downs
Good news from housing land, and an impromptu check on the consumer, who continues to be "eh, ok."
 • 
Moses Sternstein
Insurance and Private Credit, two peas in a pod
Who needs deposits, when you've got annuities? Non-bank lenders have a brand new bag.
 • 
Moses Sternstein
Banks reporting for duty (part deux)
Banking is a great business, as long as you're not doing any actual banking
 • 
Moses Sternstein
Big banks reporting for duty
Three of the tastiest bits from JPM's big reveal to kick off an upcoming earnings bonanza
 • 
Moses Sternstein
Insurance prices don't always make total sense, but it's not climate change
There are too many cooks in the kitchen
 • 
Moses Sternstein
3
No Country for Young Children
Families are fleeing to the exurbs and taking their kids with 'em
 • 
Moses Sternstein
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