Modest Proposal

Modest Proposal

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Special situations investor; equity catalysts and valuation.

Cyclical Job Loss Spreads to Education and Health
SocialMar 6, 2026

Cyclical Job Loss Spreads to Education and Health

Over the last 12 months basically every cyclical industry but construction and leisure/hospitality has negative job growth. The new news today is the negative Education/Health, but the cyclical economy has been weak for a long time. https://t.co/TdUz4KvRxm

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Tech Momentum Hits 100th Percentile, Echoing 2000 Bubble Burst
SocialFeb 23, 2026

Tech Momentum Hits 100th Percentile, Echoing 2000 Bubble Burst

"in tech, momentum’s performance has moved into the 100th percentile. To see similar levels of performance differential between winners and losers go back to 2000 as the dot-com bubble was bursting and the semis were holding up relative to the...

By Modest Proposal