Random Walk

Random Walk

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Random Walk at Night

Getting old is what we choose to do (republished)
Predictions from 2016 about aging and the economy still lurk, plus some pretty depressing survey data
 • 
Moses Sternstein
2
Private capital under pressure (republished)
Random Walk at Night: Still no exits, and there isn't enough rescue money for everyone
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Moses Sternstein
Sohn Conference, Part II
All the shorts and the fireside discussions
Sohn Conference, Part I
All the Long ideas
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Moses Sternstein
National Nursing Home v. Finance Bros (republished)
Random Walk at Night: Evidence of coexistence is slim, but everyone seems to think otherwise
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Moses Sternstein
A capital-lite economy
Random Walk at Night: An unexpected reason why high rates haven't mattered that much shouldn't have been unexpected at all
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Moses Sternstein
Endless scroll
Random Walk at Night: Chart desiderata
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Moses Sternstein
Adult in the room
Random Walk at Night: Mr. Powell says what everyone should be thinking
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Moses Sternstein
9
A multi-armed bandit
Random Walk at Night: Focusing on focusing
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Moses Sternstein
Real Estate Rundown (residential edition)
Random Walk at Night: Gathering thoughts and links and graphs on the state of housing
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Moses Sternstein
Upwardly Mobile are Less Upwardly Mobile
Random Walk at Night: "Help Wanted" at the Nursing Home, but MBAs need not apply
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Moses Sternstein
The Bandwagon Effect
Random Walk at Night: If there's a really big deal and no one seems to care, is it still a big deal?
 • 
Moses Sternstein
© 2025 Moses Sternstein
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