Market Structure is Fueling an Inflation Trap | Weekly Roundup

Allbirds, which basically went bankrupt, just decided to execute a $50 million convertible financing facility to pivot from direct-to-consumer friggin' shoes to becoming an AI compute infrastructure company.

The policy is pump stock market. That's what it is.

housing really has a major imbalance here. There's much more supply demographically, and housing prices will eventually, I think, adjust. Boomers have so much equity built up that they don't want to hit the bid, but eventually I think they will hit the bid.