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Submission: On August 13 via manual from US — Scanned from DE
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RANDOM WALK "A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk) By Moses Sternstein Subscribe I prefer to exploit you “Pithy. Opinionated. Lots of charts. Well worth your time.” Edward Nevraumont, Marketing BS with Edward Nevraumont “Randomly finds interesting charts and trends” Arnold Kling, In My Tribe “High-quality deep dives and quant analysis of markets, the macro picture, and more!” Brad Hargreaves, Thesis Driven By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice SubscribeSign in Home Podcast Notes Daily Data Random Walk at Night Twitter Weekly Recap & Good Reads Archive About SMALLER HOUSEHOLDS, SMALLER HOMES If you come, they will build it. Compact houses, compact cars. Opendoor dishes on the real price of housing READ THE LATEST Latest Top Discussions Reindustrialized shrugged Checking in on some of the big IRA CHIPS projects 9 hrs ago • Moses Sternstein 2 Share this post REINDUSTRIALIZED SHRUGGED www.therandomwalk.co Copy link Facebook Email Note Other 1 Is normalization turning intro stress? If not, then what's all the hullabaloo? The data shows more of the same, but maybe that's enough Aug 12 • Moses Sternstein 5 Share this post IS NORMALIZATION TURNING INTRO STRESS? www.therandomwalk.co Copy link Facebook Email Note Other August 10, 2024 Weekly Recap & Good Reads Last week in Random Walk+Good Reads, all in one email Aug 10 • Moses Sternstein 2 Share this post AUGUST 10, 2024 WEEKLY RECAP & GOOD READS www.therandomwalk.co Copy link Facebook Email Note Other Latest from AI 'Bubble or Not?' Hey, there's revenue...but it's very concentrated, and it's not enough...yeah, but those guys over there figured it out Aug 8 • Moses Sternstein 1 Share this post LATEST FROM AI 'BUBBLE OR NOT?' www.therandomwalk.co Copy link Facebook Email Note Other Tales from private capital markets Is deal season back? It couldn't come soon enough. Meanwhile, everyone is a lesser fool to someone Aug 7 • Moses Sternstein 2 Share this post TALES FROM PRIVATE CAPITAL MARKETS www.therandomwalk.co Copy link Facebook Email Note Other Fundamentals, positioning, or both? The sell-off continues for another day and no one knows why, but it's sure fun to speculate Aug 6 • Moses Sternstein 1 Share this post FUNDAMENTALS, POSITIONING, OR BOTH? www.therandomwalk.co Copy link Facebook Email Note Other Temporary layoffs and other mysteries Unemployment did rise, but not in the very bad way Aug 5 • Moses Sternstein 2 Share this post TEMPORARY LAYOFFS AND OTHER MYSTERIES www.therandomwalk.co Copy link Facebook Email Note Other August 3, 2024 Weekly Recap & Good Reads Last week in Random Walk+Good Reads, all in one email Aug 3 • Moses Sternstein 1 Share this post AUGUST 3, 2024 WEEKLY RECAP & GOOD READS www.therandomwalk.co Copy link Facebook Email Note Other Hitting bottom, a case for optimism The zeitgeist feels gloomy, so Random Walk brings cheer from commercial real estate: the bottom is near (maybe) Aug 2 • Moses Sternstein 4 Share this post HITTING BOTTOM, A CASE FOR OPTIMISM www.therandomwalk.co Copy link Facebook Email Note Other See all Random Walk "A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk) Subscribe Recommendations It's Pronounced Data Dan Alt Data Weekly John Farrall Thesis Driven Brad Hargreaves Daily Chartbook Daily Chartbook Magis Alex Izydorczyk Important Things Mission Statement RANDOM WALK Subscribe AboutArchiveRecommendationsSitemap © 2024 Moses Sternstein Privacy ∙ Terms ∙ Collection notice Start WritingGet the app Substack is the home for great culture Share Copy link Facebook Email Note Other This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts