Sitemap - 2024 - Random Walk

April 20, 2024 Weekly Recap & Good Reads

Consumer retailers are cutting headcount

Riffing on themes

Checking in on the banks (redux)

Retail sales are still strong

Never bet against Zuck

April 13, 2024 Weekly Recap & Good Reads

Sohn Conference, Part II

CMBS enters spring with a roar

Regional Bank opines on the real reckoning

Sohn Conference, Part I

Couldn't build more data centers if we wanted to (maybe)

Rise of robots (in China)

April 6, 2024 Weekly Recap & Good Reads

Feeling lucky

A senior's life for me

No news is good news, jobs edition

Big buyouts

Here in my (compact) car

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

Big Cities making a comeback?

National Nursing Home v. Finance Bros

March 23, 2024 Weekly Recap & Good Reads

ENDLESS SCROLL!!! (Take 2)

Builders are building

CA revises its job numbers

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

Trade me-up, trade me-down

How're the banks?

Home values are coming down

Netflix is undefeated

March 9, 2024 Weekly Recap & Good Reads

More mysteries of Chinese shopping apps

No one is quitting, and other oddities of a bull run

Data Centers Need More Power

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)

A capital-lite economy

Healthcare Domestic Product

Credit is getting loose

Childcare costs are still pretty high

A tale of two housing types

Feb. 23, 2024 Weekly Recap & Good Reads

BNPL delinquent or not?

Endless scroll

No exits for private capital

E-commerce is still growing

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

Gone fishing (audio edition)

Gone Fishing

BNPL contains multitudes

Extend-and-pretend

Feb. 9, 2024 Weekly Recap & Good Reads

Adult in the room (audio edition)

Grocery is an advertising business

Adult in the room

Very sharp investors

5 charts on consumer credit (audio edition)

5 charts on consumer credit

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

A multi-armed bandit

3 observations about small banks, fintechs and BNPL

A nation of introverts?

Real Estate Rundown (residential edition)

Is the economy firing on all cylinders?

3 Charts on Venture Capital

Jan. 26, 2024 Weekly Recap & Good Reads

Catching up on the week that was (in charts)

Solar power is the future of power

Is liquidity getting tight?

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

The Bandwagon Effect

A new EV king

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

Apple v. the UK

Jan. 5, 2024 Weekly Recap & Good Reads

VC Status Check in 5 Charts

Random Walk at Night: School of Brad Hargreaves

Commercial RE Debt is . . . Manageable?

Going out less, but spending more (reprise)

The Great Replacement (reviewed)

Cash flew to safe assets, but where did it fly from?