Random Walk
@MosesSternstein
Idea Alpha http://www.therandomwalk.co Making capital markets interesting again Wide but not deep, but still deeper than most.
$ervice & Trade$ Industrial servicing . . . what a time to be alive
$FIX now +16% after hours Wait until the market figures out how well-positioned $LB is for these major data centers.
"Light" users of BNPL are still the majority (63%) But, fastest growing group of BNPL users are high income "extra heavy" users Bullish $afrm
an example of what's really driving white collar stagnation it's got nothing to do with AI
Worried about your bonus disappearing? You're not alone. Here's the basic math that has every sponsor (including Blackstone) in a bad mood: Blackstone just reported their flagship real estate fund dropped from 47% to 8% IRR. Well below the typical 9% promote threshold. As our…
pretty substantial growth (~50%) in "small fry" sellers on Amazon pareto effects still in effect though: ~50% of sales come from ~2% of sellers
long island had net positive natural growth? did not know that
wow ~20% of office space accounts for ~80% of vacancy pareto distributions everywhere
Hamas is starving the locals, with the complicity of the UN and European heads of state, for the sole reason of regaining control over the "aid" supply chain, which is critical to hamas' survival This is so obviously and indisputably true that there are no non-cynical reasons…
Trey Yingst: “Hundreds of trucks worth of aid is sitting inside Gaza, as we reported days ago. Five separate routes were offered to the UN to distribute this aid, I’m told. Palestinian civilians are in desperate need of this humanitarian support.”
it's an historically great time to be acquired M&A prices on techcos have never been higher
after-hours $googl going bananas can't decide if they hate more capex, or love everything else
Even without search, Google $googl is a $1T+ company (at least) Plus, the latest in "No, AI is not taking white collar jobs" 👇
presumably, not a coincidence
that's not what the "hedge" part is supposed to mean
Oof
California's traditional jobs report suggests the state shed 6k jobs in June, and the prior month's report was revised down slightly. The state's traditional jobs report has shown no net job growth since the start of the year. lao.ca.gov/LAOEconTax/Art… [1/2]
15% of home sales are falling through Bid-Ask spread for homes is still too wide Buyers are starting to appreciate they're in a buyer's market
