
Private equity firm EQT Real Estate has agreed to purchase a 4.4‑million‑square‑foot portfolio of 25 East Coast warehouses from Singapore‑based Mapletree Investments for $575 million. The assets span Connecticut, New Jersey, North Carolina, Georgia and Florida and include a mix of single‑tenant, multi‑tenant, shallow‑bay and bulk facilities. The deal is Mapletree’s fourth U.S. warehouse sale in the past year, following $691.1 million of logistics disposals in 2025, while the firm still manages over 66 million sq ft of U.S. industrial space. EQT says the acquisition aligns with its high‑conviction, thematic focus on infill logistics amid sustained demand.
Zach, I really appreciate the effort and the thinking you have done. But I am afraid I don't agree with the prescription. For starters, I don't argue that you should start at the upper left and go down. It is...
Macro: political risk rises after $220M DHS ad probe. Key: high-profile Noem campaign, bipartisan scrutiny. Risks: reputational, budget cuts. Trade insight: trim exposure to govt comms suppliers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

PM Hotel Group announced Kirk Pederson as its new chief operating officer, tasked with overseeing hotel operations and commercial strategy across the portfolio. Pederson joins after serving as president of Sightline Hospitality, where he guided the company’s expansion and its...
Iran's retaliatory strikes on energy infrastructure in the Gulf have effectively closed the Strait of Hormuz, a chokepoint for a fifth of global oil shipments. The shutdown immediately disrupted energy‑intensive sectors in the region, notably petrochemicals, fertilizers and aluminum, curtailing...

CrowdStrike and Schwarz Digits have teamed up to launch the Falcon cybersecurity platform on STACKIT, the sovereign cloud operated by Schwarz Digits. The integration lets European enterprises run endpoint, cloud, identity and exposure protection while keeping all telemetry and detection...
In 2017, Dylan Fox started @AssemblyAI— years before the AI boom. It took 5 years for the market to catch up. Now, AssemblyAI powers voice features for thousands of companies and processes hundreds of millions of hours of audio every year. Dylan...

ThreatLocker announced that its deny‑by‑default security model now covers cloud workloads and mobile devices, extending its zero‑trust network and cloud‑access offerings. The new solution binds SaaS access to both user identity and approved devices, eliminating the need for VPNs and...
On The Climate Brink, my latest post is on what the war in Iran tells us about the hidden costs of fossil fuels https://www.theclimatebrink.com/p/the-war-in-iran-shows-us-another

Adrian Millan of PJT Partners told NEXUS 2026 that the private‑equity secondaries market is poised to break its 2025 volume record despite lingering macro‑economic uncertainty. He noted that investors are re‑evaluating pricing as geopolitical tensions and monetary‑policy shifts create volatility....
Your business is a prison if: You make all the decisions. You can't take breaks. You're always online.

ADDITION BY SUBTRACTION: What happens when you take the MSCI EM Index and start kicking out autocratic countries with low freedom scores (eg China, Russia) and use that excess budget to load up on freer countries? You crush the benchmark....

Titan Abrasive Systems chose to reshore all components and assembly to the United States in 2013, well before tariff regimes or supply‑chain shocks emerged. The move raised production costs but delivered full visibility, rapid problem resolution, and uninterrupted delivery for...

Contact forms can be tricky if you want to share the received emails with your team: Who replied, what's the history, who is this client? That's why we've added the "Contact" module in @feedbask_com Now, it’s easy to know if a team...

Orange Wholesale CEO Michaël Trabbia told MWC that the French telco will not sell its roughly 75 data‑centre assets across Europe, Africa and the Middle East. Instead, Orange plans to monetize the facilities by expanding colocation services for enterprise customers,...

Personalized hotel websites are becoming essential as 71% of travelers expect tailored interactions and 68% favor personalization over loyalty programs. By delivering real‑time, intent‑based content, hotels can convert more visitors, with direct‑booking conversion rates rising about 25% and repeat bookings...

Advertisers struggle to monetize brand‑building efforts, with only 53% confident in ROI measurement. Amazon Ads introduced Long‑Term Sales (LTS), a metric that assigns monetary value to shopper actions across the full journey using its authenticated identity graph. LTS combines short‑term...

Apple has begun blocking U.S. iPhone users from downloading or updating any ByteDance‑owned apps that are intended for the Chinese market, including Douyin, Doubao, and Fanqie Novel. The restriction, enforced through on‑device geolocation checks, follows the Protecting Americans from Foreign...
On March 5, 2026 Ukraine announced the return of 200 prisoners of war in a new exchange with Russia. The group includes combatants seized during the 2022 siege of Mariupol, highlighting the lingering human cost of that battle. President Volodymyr Zelenskiy posted on...

Hexnode has upgraded its Genie AI assistant with a conversational interface for its Unified Endpoint Management (UEM) platform. The new natural‑language layer lets IT administrators ask for device data, run remote actions, and receive automated troubleshooting steps in real time....
EU foreign policy chief Kaja Kallas warned that the current turmoil in the Middle East stems from a systematic erosion of international law. She blamed Russia’s invasion of Ukraine for emboldening other actors, and singled out China’s expansionist moves in...

Home builders surveyed by NAHB/Wells Fargo evaluated 14 long‑term forces that could shape housing demand over the next decade. They identified five risks—government debt, declining fertility, long‑term inflation, falling marriage rates, and energy costs—as likely to weigh on industry health....

In her 2026 Global Risk Lecture, ECB President Christine Lagarde warned that the world is shifting from a measurable‑risk environment to genuine uncertainty driven by rapid AI adoption and escalating geopolitical fragmentation. She cited estimates that AI could add up...
In 1973, US debt/GDP was 32%, deficit/GDP was 1%, & NIIP/GDP was +10%. There was no level of inflation & rates that could push the US into a debt spiral. Today those #’s are 122%, 6%, & -90%, & 4.8% 10y...
I'm really excited for young founders right now. If you're building with AI today, you're the yellow and red on this chart. Tiny sliver of the population. The green and the gray are the 84% of people who have never touched...

CPA executives showed a notable lift in optimism about the U.S. economy in Q1 2026, with 39% expressing a positive outlook—up from 28% a quarter earlier. Confidence in their own firms also rose, reaching 47% versus 41% in Q4 2025, and 55%...
Edge AI is moving from data‑center inference to real‑time execution at the edge, where decisions must be made within milliseconds. Wind River CTO Paul Miller highlighted the role of its 45‑year‑old VxWorks real‑time operating system in delivering deterministic performance for...

OpenAI is in early talks with ad‑tech giant The Trade Desk to sell advertising on its ChatGPT platform, part of a broader push to generate $17 billion in consumer revenue this year. The company has already partnered with Criteo to launch...

HR leaders are struggling to move beyond pilot projects toward true skills‑based organizations, a shift accelerated by AI’s impact on work. A BCG white paper finds most initiatives falter because they are isolated HR projects lacking alignment with overall business...

Shylaja Nathan, former senior vice president of architecture at Fidelity, joins Forrester as a principal analyst focusing on enterprise data and AI strategy. Drawing on more than two decades of experience modernizing data platforms for major financial institutions, she stresses...
Christine Hunsicker, founder of fashion‑rental tech firm CaaStle, pleaded guilty to securities fraud for inflating the company’s revenue and cash position. Over six years she misrepresented financials, showing a $24 million operating profit that was actually under $30,000 and a $50 million...

Host Hotels & Resorts CFO Sourav Ghosh said the REIT’s 2025 outperformance was driven by strong transient leisure demand at its upscale and luxury assets, with guests spending more on F&B, golf and spa. The company expects continued tailwinds in...
The HFT algos/CTA trend followers don't discount geopolitics very well. If @hkuppy is right, he makes a real case why active management is of ultimate importance when there is a real global change. The VIX is not mean reverting this time,...
The Trade Desk faces criticism for a complex, opaque fee structure that includes platform, data, and bid‑shading charges. Consultant Sarah Caputo argues the DSP should lower its take rate and simplify fees, especially the double‑digit bid‑shading fee on savings. Recent...
New @ThePeelPod with @chetanp We talk Manus, the history + future of software, why incumbents should make big AI acquisitions, why investors are begging for AI companies to go public, and inside @Benchmark’s latest investing strategy. Thanks @Numeral and @FlexSuperApp for sponsoring...
@craignewmark walked away from an est. $11B by not fully monetizing Craigslist. His Sunday School teachers taught him to "know when enough is enough." The pressure Craig fought is “financial gravity,” the invisible force that pulls companies to extract every possible dollar.
NVIDIA has halted production of its China‑focused H200 Hopper GPU at TSMC, leaving roughly 250,000 units in inventory awaiting U.S. export clearance and Chinese import permits. The pause follows export‑control constraints that limit the chips to non‑security‑sensitive applications. NVIDIA plans...
What’s News in Earnings: Merger News Dominates the Entertainment Business -- @benfritz and I discuss quarterly results and challenges ahead. https://t.co/sZopc3Z4Bf
Why are Europe’s rigid labor markets so bad? They turn a flow into a stock, which generates not great reactions to demand shocks. https://t.co/TqgDgtU9nj
NATO secretary‑general Mark Rutte defended his habit of praising U.S. President Donald Trump, acknowledging criticism but insisting the admiration is warranted. He credited Trump with helping NATO adopt a new 5 % of GDP defence‑spending target, a significant increase from the...
loonie strengthens amid middle east chaos. upside of being a quasi petrocurrency i guess https://t.co/kfnMOPwxal

“The firms are using repo-like loans from one particular investment bank to mask debt, the letter says.” https://t.co/YLQH5cPi6f

Travel industry leaders—including the U.S. Travel Association, Airlines for America, the American Association of Airport Executives, and the American Hotel & Lodging Association—launched the “Pay Federal Aviation Workers” campaign to pressure Congress into guaranteeing pay for TSA, CBP and air‑traffic...

since @federalreserve starting cutting rates this cycle (Sep '24), U.S. 10-year yields $TNX have risen... the green circles show the rate cuts since... https://t.co/g34w7tO0BZ
Building Live: The OpenClaw Setup That Took My Articles from 358 to 85,000+ Views https://t.co/2AfO60Gvta
Aptiv’s subsidiaries have launched a $1.5 bn private senior notes offering tied to the planned spin‑off of its Electrical Distribution Systems (EDS) unit. The notes, due in 2031 and 2034, will be held in escrow until the separation is finalized. In...
Stuck at $1M ARR. But the goal is to reach $5M. In this episode, I coach @MSliwinski on how to get his software company unstuck. Search "Nathan Barry Show" to watch. https://t.co/NAMZTWA7Ww
You know your prospect doesn’t understand your product when they ask if it integrates with a random tool. “Do you all integrate with MailChimp?” Um… what did you have in mind…

Still thinking about @AlexH_Johnson & my pod convo about @CashApp's plan to sell its internal credit scores to third parties That the company seems to be able to manage *credit risk* reasonably effectively makes its financial crime control failures look even...