Sitemap - 2024 - Random Walk
April 20, 2024 Weekly Recap & Good Reads
Consumer retailers are cutting headcount
Checking in on the banks (redux)
April 13, 2024 Weekly Recap & Good Reads
CMBS enters spring with a roar
Regional Bank opines on the real reckoning
Couldn't build more data centers if we wanted to (maybe)
April 6, 2024 Weekly Recap & Good Reads
No news is good news, jobs edition
March 30, 2024 Weekly Recap & Good Reads
Checking in on consumer credit
National Nursing Home v. Finance Bros (republished)
A firehouse of statistically commonplace text
Labor market is tight, but it's not entirely strong
National Nursing Home v. Finance Bros
March 23, 2024 Weekly Recap & Good Reads
It's a data center world, and we're just living in it
Checking in on extend and pretend
March 16, 2024 Weekly Recap & Good Reads
Social media is only getting bigger
March 9, 2024 Weekly Recap & Good Reads
More mysteries of Chinese shopping apps
No one is quitting, and other oddities of a bull run
Consumer credit, including fintech, still pretty OK
Superbowl ads work except when they don't
March 1, 2024 Weekly Recap & Good Reads
Serious delinquencies rise (as expected)
Childcare costs are still pretty high
Feb. 23, 2024 Weekly Recap & Good Reads
Visualizing the shift in CRE lending
Feb. 17, 2024 Weekly Recap & Good Reads
Small businesses are pretty OK
The investment straw that stirs the drink
Feb. 9, 2024 Weekly Recap & Good Reads
Adult in the room (audio edition)
Grocery is an advertising business
5 charts on consumer credit (audio edition)
Mixed Signals from the Labor Market (Audio Edition)
Mixed signals from the labor market
Insurance will continue to get more expensive
Feb. 4, 2024 Weekly Recap & Good Reads
7 Charts on Real Estate Loan Performance
3 observations about small banks, fintechs and BNPL
Real Estate Rundown (residential edition)
Is the economy firing on all cylinders?
Jan. 26, 2024 Weekly Recap & Good Reads
Catching up on the week that was (in charts)
Solar power is the future of power
Upwardly Mobile are Less Upwardly Mobile
Daily Data Podcast: Amazon is the fairest market place in the land
Amazon is the fairest marketplace in the land
Jan. 13, 2024 Weekly Recap & Good Reads
Medical service costs can sneak up on you
Consumers borrowed a lot (and other consumer sundries)
Startups earn their valuations (or die trying)
Healthcare (still) makes all the jobs
Healthcare (still) makes all the jobs
Jan. 5, 2024 Weekly Recap & Good Reads
Random Walk at Night: School of Brad Hargreaves
Commercial RE Debt is . . . Manageable?
Going out less, but spending more (reprise)