Sweetgreen IPO Jumps 77%, Hits $6 B Valuation
WSJ, Nov 2021: "Sweetgreen shares jumped 77% in their debut. Shares of the salad chain closed at $49.50, valuing $SG at more than $6 billion." https://t.co/4nAeKtz5q0
Section 122 Tariffs Hampered by Undefined Terms
A discussion of section 122 -- balance of payments tariffs -- for those interested. Turns out that the statute never defined its key terms -- international payments problem, large and serious balance of payments deficit -- so there is a bit...
Minnesota Lawmakers Discuss Mobile Sports Betting Legalization
Minnesota lawmakers Tuesday will discuss, but not vote, on a mobile sports betting legalization bill; though no action will be taken today, a conversation in committee is a positive sign in what has been a long (long) journey to bringing...
CRE ETF Mirrors Market: Higher Highs, Lower Lows
$IYR Daily. Commercial real estate ETF may be a microcosm for broad market: Massive broadening pattern of higher highs but lower lows. Loose & sloppy since last summer. Tons of debt, empty buildings https://t.co/isus0WM0lO
GAO Warned in 2012: FMCSA Can't Probe Most Carriers
The Government Accountability Office warned about Chameleon Carriers all the way back in 2012 At that time they noted the FMCSA’s lack of ability to investigate these carriers. And they outline how only certain carriers are even looked into https://t.co/Cdhqf0rkwc
Studios Finally Admit Theatrical Windows Still Matter
As finally after 6 years Post-Covid even studios started to realise that theatrical windows DO MATTER, exhibitors union #CinemaUnited (formerly known as #NATO)’s CEO #MichaelOLeary went harder than ever in his “State of the Union” speech at #CinemaCon 2026, citing...
Drone Threat to Hormuz Could Force Iran’s Oil Embargo
If Iran can stop Western ships through the Strait of Hormuz with a few drones, the mighty US Navy can embargo Iran's oil. Goal is to bring the mullahs to the negotiating table in good faith. Iran is a gas...
Create Pro Video Ads in 90 Minutes – 70% Off
Seedance 2.0 just went live on Higgs for everyone. You can take one product image, write a few prompts, and have UGC, production-level, and lifestyle video ads ready in about 90 minutes. You can get up to 70% off right now with...
Extreme Brent Backwardation Pushes Physical Prices $20 Above Dated Brent
Charting the Brent complex today to add some context to the numbers bouncing around. Pretty well everything weird in the current oil market can be explained via *extreme* backwardation (i.e., near-term delivery premia), and as you can see the intense futures...
Check Levy, Reserve Fund, and Financials Before Buying
𝗪𝗵𝗮𝘁 𝘁𝗼 𝗖𝗵𝗲𝗰𝗸 𝗕𝗲𝗳𝗼𝗿𝗲 𝗕𝘂𝘆𝗶𝗻𝗴 𝗮 𝗦𝗲𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗧𝗶𝘁𝗹𝗲 ✅𝗟𝗲𝘃𝘆 𝗮𝗺𝗼𝘂𝗻𝘁, to confirm what the levy covers and whether the amount is realistic, not artificially lowered to attract buyers. ✅𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝗳𝘂𝗻𝗱 𝗯𝗮𝗹𝗮𝗻𝗰𝗲, to ensure the scheme holds adequate cash reserves to handle unexpected...
Tesla Lets Free‑charging Owners Skip Non‑free Stations
Tesla owners with free supercharging will now be able to opt out of routing to third party superchargers where free charging doesn’t apply
Twitch TOS Now Lets Them Dissect and Monetize Your Content
Twitch just updated the Terms of Service. IANAL, but my analysis: Section 4: Covers Authorized Users (3rd parties, Business Manager role, etc.) Section 8: Pieces apart your content (video, audio, images, text) to allow Twitch to provide and improve the platform.
Generic Marketing Saturates Music, Movies, and Influencers
Unfortunately this is pretty run of the mill marketing now for music, movies, influencer brands, etc
Samsung Doubles Exynos 2700 Output, Hikes Memory Die Prices
Samsung plans to more than double production of the Exynos 2700 next year compared to the 2600 The company also increased basic memory die prices by up to 50%
Suggest Your Favorite Creators for VidSummit 2026
Who should be on the VidSummit 2026 stage? Tag the creators, marketers, and industry leaders you want to hear from this year. https://t.co/gN26cat8aN
Case‑Shiller Reveals National Housing Price Crash.
If you show the Case-Shiller index instead of a median sales price index, prices have been crashing nationally "The drugs you're on," Wow https://t.co/98Oo6wuBbW
Heat Pumps Harvest Ambient Energy, Bypassing Oil Dependence
Heat pumps are the most efficient heating technology ever invented. They harvest and compress pre existing heat in the air, ground or water and transport it where it is needed. That energy is all around us. And it...
Most Miss How Social Media Marketing Operates
Wild to see how many people didn’t know how social media-based marketing works. The point of that Geese expose is in the last paragraph when the artist who “exposed” the marketing plan said she’d do it too. Fair to not...
U.S. Energy Self‑Sufficiency Shields Against Oil Shortages
Ellen Wald, a global energy analyst @ACGlobalEnergy... said: “The US is in a particularly advantageous position to do something like this. The United States is very well supplied. We pump a lot of our own oil. We’re not going to...
M&A Surge: AVNS, GSAT Deals Lead $13B Activity
Today's M&A and SPAC notes $AVNS to be acquired by American Industrial Partners for $25.00 cash per share, 72.1% premium, $1.3 billion $GSAT to be acquired by $AMZN for $90.00 in cash + stock, 23.5% premium, $11.7 billion $SZZL announced a business combination...
Townhouses: America’s City‑friendly Homes for Growing Families
I love townhouses. They have filled the neighborhoods of cities in and around downtowns for centuries. And Townhouses are fundamentally an *AMERICAN* housing typology. 🇺🇸 They are smaller, but family oriented housing … so the young people who move in to the...
Exploring AI's Societal Impact at SF Book Event
Join me this Wednesday in SF for an event celebrating the new book from NPR's Planet Money team. We'll talk about the impact of AI on society, how we think about the future at Anthropic, and maybe read some of...
Genetically Switched Microbes Aim to Cut Synthetic Nitrogen Use
Nitrogen fertilizer feeds 4 billion people. It also uses 2% of global energy to produce and loses nearly half of what's applied to runoff. Biology has promised a fix for decades. The problem: engineered microbes that make nitrogen can't also compete...
Drop the Checkout Gate, Boost Conversions Like Italic
Italic tested removing their membership gate for Black Friday. 30% of non-member shoppers later converted to paid members. Meanwhile you're forcing customers to create an account before checkout and wondering why your top-of-funnel traffic bounces.
Guy Adami Would Overhaul FAA Regulations
✈️ If @GuyAdami was put in charge of the FAA he'd be making some changes... https://t.co/Zu6PPQyL3B
Mandatory AC Mandate Overloads DWP, Triggers Panel Replacements
Good post And, by the way, the local politicians pushing mandatory AC have no idea of the tidal wave of work they would be sending to our already totally overloaded DWP (I bet ~25% of the main electrical panels in apt buildings...
Libertarian PR Firm Teaches Ethics While Rebranding 60 Minutes
Imagine being lectured on journalistic ethics by the company employing Bari Weiss to turn 60 Minutes into a libertarian infomercial.
Global South Chooses Modular Electrification Over Fossil Fuels
Emerging Economies Embrace Electrification Over Oil and Gas Daan Walter of ember_energy dishes on why bottom-up, modular electrotech is wildly popular in the Global South. #energytransition https://youtu.be/82uq9hblH4U
Sar
Hassett: So sorry your life is more expensive. But Midland is about to get another Rolls Royce dealership, so it all works out.
NBA League Pass Needs All-Streaming Service Bundle
NBA league pass should offer a bundle that includes all the streaming services. I think they will get to this when they can.
Heliostar Metals Targets 2027 Feasibility, 2028 Production
Expect lots of drill news from @HeliostarMetals says CEO Charles Funk. The company's Ana Paula has an upcoming feasibility study planned for 2027. Production is set for the second half of 2028. $HSTR https://t.co/gt1keXCkBg
Washington Post CEO Sets 2026 Priorities: Profit, Excellence, Growth
Washington Post C.E.O. Jeff D'Onofrio emailed employees last week, expressing hope the company will be break-even this year and profitable thereafter. He also cited three priorities for 2026: "journalistic excellence, data, cost mastery & productivity, and disruptive growth." https://t.co/u50IOd3Chk
Kimbrell and Allies Drive DC Shipbuilding Revival via SHIPs Act
Excellent article by CDR Kimbrell who - along with Capt @brentdsadler and a few others - was a leading architect of the SHIPs Act and the recent shipbuilding and maritime revival in DC
Google’s New Changes May Finally Fix Impression Tracking
Could this be the start of Google correcting the impressions situation? These emails could just be a byproduct of the changes they are making (and maybe Google didn't realize these emails would be triggered). :)
Elderly Stars Relive Their Glory Over Chicken Wings
pitch for a show called Hot Once where old people reminisce about how they used to be hot, and eat chicken wings
Top Priorities Shaping Construction Today Revealed Live
Wyatt Jenkins @Intuit shares with me the biggest priorities for construction companies today. Tune in live at 12 pm CT at: https://t.co/ykUbRecoZO. #TPSS #IoT #sustainability #5G #cloud #edge #digitaltransformation #PeggySmedley #podcast https://t.co/oiKc8kUiR6
Reevaluating Security Basics for Modern AI Threats
Which "security basics" are more relevant today vs potential AI attackers and which basics don't matter anymore? #question
Impactful Analysis Beats Follower Counts, Prevents Panic Selling
On one hand @gCaptain is clocking all time highs in revnue and pageviews. On the other hand we lost some marketshare to European publications written by doomers. I defintly didn't get the hundreds of thousands of X followers the worst...
Trump Says U.S. Will Meet Iran via Pakistan
President DJ Trump said that the government prefers to go to Pakistan for talks with Iran.
Toyota bZ: Most Efficient EV Yet, $5K Cheaper
How is the Toyota bZ the most efficient EV I've tested to date? If that's not enough, it's also like $5K cheaper than the previous bZ4X. 🤯 @ToyotaMotorCorp @Toyota #Toyota #toyotabz #evs #electricvehicle #electriccar https://t.co/i4p2yIn3GC https://t.co/psmaOxjVBW
FCC Chair Signals Approval for Amazon-Globalstar Deal, Encourages Competition
Basically yes he said he’s very open to it, and wants to see more competition, mentioning @SpaceX @amazon and @AST_SpaceMobile
Launching Panel to Accelerate Universal Sustainable Energy Access
Connecting people to reliable, affordable, and sustainable energy is the most transformative investment we can make. That's why we're launching a new High-Level Panel on Universal Energy Abundance. Learn more: https://t.co/RBMABRVhng
John Spencer Debunks Media Myths on Iran War
“John Spencer on What the Headlines Get Wrong About the Iran War | The Real Eisman Playbook Ep 55” don’t miss my great conversation. @realsteveeisman https://t.co/aUlEESNiJR
Nvidia's Nurabot Deploys in Hospitals to Aid Staff
Nvidia’s Nurabot Rolls Into Hospitals to Assist #Healthcare Workers by @CyberRobooo #MedTech #HealthTech #TechForGood #Tech https://t.co/DFb98tjoM4
Underwriting Simplified: Three Core Questions for Deal Success
A lot of people try to complicate the real estate underwriting process, but it’s actually pretty simple once you understand the basics Here are the central questions you need to answer during your underwriting: Question 1: “Can I capitalize the deal?” Question 2:...
Zero‑percent Euro/Yen Bonds Made 2021 Borrowing Bliss
Few things sweeter in corporate finance than borrowing at 0.000% by issuing fixed-rate notes in Euros/Yen during 2021 https://t.co/Wv6Z1zNz1S
Tech Giants Spend $100M on Chip Backup Plans
Pat’s Law of Always strikes again. But let’s treat it as 🚨news. Every large technology company is ALWAYS considering alternatives when it comes to differentiated, high dollar everything. Every model maker is considering: -doing their own chips if they aren’t already -if...
The Audacity Drives Emmy Push with Star Campaigns
‘The Audacity’ Sets Emmy Strategy With Drama Series Push and Lead Campaigns for Billy Magnussen and Sarah Goldberg (EXCLUSIVE) https://t.co/qfWghf5bwy via @variety
GLP‑1 Drugs Show Weight‑loss‑independent Benefits, Study Finds
Great work by @DanielJDrucker and team; biologically plausible mechanism of GLP1-RA benefit independent of weight loss. Excellent article by @megtirrell @CNN describing the publication. Could it justify new approaches for these drugs? I think so. https://t.co/pHudk7lkAR
Private Credit Defaults to Double by 2026, AI Blamed
UBS: Private credit defaults set to double in 2026 — with AI cited as a key driver of borrower distress