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THE $12,000 PROBLEM WORTH SOLVING

SENTIMENT + INFLATION ALIGNING… HERE’s THE DATA

USED CARS CONTINUE TO FALL SHARPLY - GOOD FOR INFLATION READINGS

App Downloads in November Suggest Healthy Trends for Instagram, Duolingo, and Block

2% = What Core PCE Inflation Really Is

Could 2023 Surprise to the Upside?

What Does a Real Estate Buyer Look Like Today?

Introduction to the Metaverse (Super Series)

How to Think About Home Sales + Inventory

Instagram Daily Actives Growing Faster than TikTok

CPI Trends Show 3m Annualized Below 6M and 12 Month

Used Car Prices Falling Sharply. Small Weight but BIG Contribution to Deflationary Forces

Only 5% Above 2018 Levels is Important Signal

Breaking Down the Restaraunt Industry with Bloomberg's Mike Halen

Recovery in Foot Traffic? + Other Major Trends with Placerai

FIVERR DEEP DIVE ON VALUE HIVE PODCAST

Five Charts with Signal + Bonus Chart

Consumption Model and Snowflake Notes Following DB Tech Conference

Our Thoughts Post Capri Holdings Investor Day 2022

Our Mid Year Memo 2022