Random Walk | Moses Sternstein | Substack

The GFC is running in reverse, but why didn't we see this coming? Plus insights from rent data, and a price check on aisle services

Moses Sternstein

Mar 22

New Top Community

Some reflections on SBV (that haven't already been made everywhere all the time), plus GPT charts, freight charts, and labor charts

Moses Sternstein

Mar 15

Are consumers getting complacent? Hopefully not because things are definitely not the same as before

Moses Sternstein

Mar 10

Plus charts about Nike, Lululemon, Docker, parabolic growth and the slow death of cable

Moses Sternstein

Mar 8

Plus a wrong prediction finally becomes right, asides about India, the cost of capital in motion, and savings still in excess

Moses Sternstein

Mar 1

There’s at least one thing that ChatGPT can’t do, plus beer, breakfast, and satellites

Moses Sternstein

Feb 22

Missing teachers, missing deposits, and an unfortunate similarity between EVs and Crypto

Moses Sternstein

Feb 15

Unintended consequences of the green machine create opportunity for the far-sighted. Plus, the new jobs report tells us nothing, or perhaps something…

Moses Sternstein

Feb 10

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