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Daily Data

Fading the Fade America Trade?
No signs of capital flight yet
 • 
Moses Sternstein
The IPO market is open, same as it ever was, and always has been
Public and private market investors are throwing money at companies like never before
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Moses Sternstein
3
Netflix having a blockbuster moment
Shortform video is swallowing the world
 • 
Moses Sternstein
10 Charts on Mobility (and the mobile mobiles who mobile)
Of waymo, distance from work, home values, the horrors of rent-price fixing, reshoring construction materials
 • 
Moses Sternstein
1
Making your own tailwinds
KKR on crowding out private borrowing; the importance of profits; household and corporate leverage are low, but . . .; public market liquidity as a…
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Moses Sternstein
2
More with less is the only thing that matters (and 9 other labor market charts)
Look, ma! No people; yes healthcare makes all the jobs, even in a slow month; youth unemployment gender splits; gone fishing mystery
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Moses Sternstein
3
The trouble with ETFs and other missives
passive flows; tax migration; tariffs are working; offices offline; Deutschland Unter alles
 • 
Moses Sternstein
SumZero & AlphaSense Investor Pitch Day
4 smid cap trade ideas walk into a bar
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Moses Sternstein
Too much solar
Digging ditches to fill them back up
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Moses Sternstein
3
[From the Archive] What's really going on in the labor markets
Supply is catching up to demand
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Moses Sternstein
2
Housing Shortage has been cancelled
When even the agents are calling price-expectations "unrealistic" . . .
 • 
Moses Sternstein
8
Donna Summers Phase (reprise)
More tidbits on the slowburn of Almighty Cautious Consumerism
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Moses Sternstein
1
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