Subscribe
Sign in
Home
Podcast
Daily Data
Random Walk at Night
Twitter
Weekly Recap & Good Reads
Archive
About
Latest
Top
Discussions
April 20, 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Apr 20
•
Moses Sternstein
1
Share this post
April 20, 2024 Weekly Recap & Good Reads
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Consumer retailers are cutting headcount
Daily Data: And other sundries from "more spending" but "higher people costs"
Apr 19
•
Moses Sternstein
2
Share this post
Consumer retailers are cutting headcount
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Riffing on themes
Daily Data: A bonanza of private credit, SAAS KPI, Europoors, and Fab-makers
Apr 18
•
Moses Sternstein
1
Share this post
Riffing on themes
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Checking in on the banks (redux)
Daily Data: Pretty clean bill of health, with some minor bumps and bruises
Apr 17
•
Moses Sternstein
Share this post
Checking in on the banks (redux)
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Retail sales are still strong
Daily Data: So who's responsible for this?
Apr 16
•
Moses Sternstein
2
Share this post
Retail sales are still strong
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Never bet against Zuck
Daily Data: Meta sure seems to be rolling
Apr 15
•
Moses Sternstein
Share this post
Never bet against Zuck
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
April 13, 2024 Weekly Recap & Good Reads
Last week in Random Walk+Good Reads, all in one email
Apr 13
•
Moses Sternstein
Share this post
April 13, 2024 Weekly Recap & Good Reads
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Sohn Conference, Part II
All the shorts and the fireside discussions
Apr 12
Share this post
Sohn Conference, Part II
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
CMBS enters spring with a roar
Daily Data: Big banks especially went large
Apr 11
•
Moses Sternstein
1
Share this post
CMBS enters spring with a roar
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Regional Bank opines on the real reckoning
Daily Data: MTB's CEO flags some major risks, and it's not what you think
Apr 10
•
Moses Sternstein
2
Share this post
Regional Bank opines on the real reckoning
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Sohn Conference, Part I
All the Long ideas
Apr 10
•
Moses Sternstein
4
Share this post
Sohn Conference, Part I
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Couldn't build more data centers if we wanted to (maybe)
Daily Data: The asset class with the hottest rents, has a bottleneck on new supply
Apr 9
•
Moses Sternstein
3
Share this post
Couldn't build more data centers if we wanted to (maybe)
www.therandomwalk.co
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts