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I love this slide from Air Lease showing how air travel has become affordable over time https://t.co/5CVdwVTxuu
Since 1959, consumption of services has grown from 45% of total spend to 69% today; the share of spending related to nondurable goods has been more than halved, from 41% to 20% today. https://t.co/3ZxEaKRIB5
The last B-52 was delivered in October of 1962. It's a testament to the design's versatility that the B-52s being flown are as old as their pilots' parents.
The cash component of the McCormick-Unilever deal is greater than McCormick's market cap of ~$14.2 billion. Don't see that everyday https://t.co/htFEkz8aBy https://t.co/iWtXnzGFui
I was not aware that the Department of Energy is one agency in charge of our nuclear arsenal. The more you know, I guess
No great insight here, but seems like nuclear is rivaling aerospace as the new favored hunting ground for industrials looking to acquire niche, critical suppliers, examples being Crane acquiring Reuter-Stokes, & Enpro mentioning it as a focus.
It was a goal of mine to return to squatting 2x body weight after dropping ~10lbs. Happy to check that off the list after hitting 350 today at 174. https://t.co/GEF2I1d4aj
This book was ok. Maybe a 6.5 or 7 out of ten. Thought it would be more technical. There was some of that, but the 2nd half more about people whose lives had been impacted by various air...
China's economy peaked in 2021, reaching a level roughly equal to 75% of the US economy. It is now less than 2/3 the size of the US economy. https://t.co/MBi5dqxuZg
So the National Storage Affiliates acquisition puts Public on par with Extra Space as far as total square footage managed. Industry consolidation continues apace. https://t.co/Ce69lYGYsk https://t.co/Rqz8xdySVZ
Union Pacific spends ~$2 billion annually on track maintenance, which works out to about $60,000 per mile. If that's just the maintenance cost, imagine what it suggests the cost would be to build another from scratch.
"The aggregate wage bill of private employers surveyed in the report rose 5.5% relative to year-ago levels, its largest increase in 16 months. This translates to 3% annual growth in workers’ real purchasing power, an increase of 230 basis points...
Last month, ASUR's management talked about their recent acquisitions in the US and Brazil. It seems like they are attempting to become a kind of Mexican Ferrovial with assets across the hemisphere. https://t.co/gnm07F4rPU
Seems sort of fitting that the market would have a major upside reversal on March 9th.
The new Cembalest energy paper is great. This table about EV profitability is pretty damning. https://t.co/JxcyhriCGB https://t.co/TFTRDotBUT
