Student Housing Shifts Pressure From Artist Neighborhoods
So on one hand, aesthetically I dislike this look and the whole sclerotic bureaucratic regime that necessitates this. On the other hand when you throw up a bunch of these in dead industrial and commercial neighborhoods near the university and house students, grad students and lower level employees, you relieve the pressure on the older lower income neighborhoods that have historically been the haven for musicians and artists. I mentioned this to the mayor recently and he seemed surprised by my take, not cause he thought it was wrong, but because all his constituents do is complain about these places. What are you gonna do when the University is expanding and the city economy is rapidly growing. I guess that makes me a YIMBY.
March Home Sales Miss Warns of April Slowdown
Today’s March miss on existing home sales is concerning, as most those closings were negotiated and mortgage rate locked well before housing demand cooled post-Iran mortgage rate spike. Not a great sign for what’s to come in April, which we...
DRAM Surge Highlights EWY as Underrated AI ETF
Nice explanation on why $DRAM is Hansel-level hot right now (already $50m in volume today, insane numbers for newbie) from @sumitroy2. This is why we had $EWY as our ETF of the Month for Feb, arguably most underrated AI play....
VW Group BEV Share Stays Below 10% in Q1
Less than one in ten VW Group vehicles is a BEV in Q1 2026 I guess they’re betting on refreshes and new models to get to better numbers and imagine this includes a booming Škoda brand 😅🌶️⚡️⚡️⚡️ #alwaysbecharging https://t.co/AgPhLS2atq
US Builds First Aluminum Smelter in 50 Years
We are building the first aluminum smelter in the US in over 50 years and you are bearish re-industrialization? The combination of tariffs (Trump), incentives (Biden), and fragile supply chains (China) made it worthwhile. https://t.co/3E0BDNJxHq
Memory Shortage Pushes Supply Normalization to 2027
Summary of key points from a memory tracker I'm running weekly: Supply normalization now looks pushed to late 2027. New capacity is delayed, DRAM bit supply growth is only ~16% YoY, and that is still below historical norms. Demand Destruction: Memory inflation...
Blocking Iranian Ships Near Hormuz Raises Stakes
Boarding seven Venezuelan oil tankers over the course of several weeks is one thing, blockading Iranian-linked ships near Hormuz is an entirely different ballgame. We’ll see how it works out
ALLO May
Has $ALLO found a niche for allo Car-T at last? It's early days, so the answer is maybe. Via @APEXONCO -> https://t.co/bO3A1hpAY8
EU Fossil Fuel Costs Soar €22 Billion Amid Conflict
Since the start of the Middle East conflict, the EU’s bill for fossil fuel imports has increased by over **€22 billion**, said Ursula von der Leyen 💰💰💰 https://t.co/driqaI4fOe
Spain Confirmed as SU7 Launch Market This Winter
Spain as launch market for SU7 this winter confirmed by Pedro himself 😅 #xiaomiwatch 🇪🇺🍿 #alwaysbecharging ⚡️⚡️⚡️ https://t.co/cxJHtT1EBL
Delta's New Business Suites, Coach Gets Real Upgrade
Delta Finally Announces Its New Business Class Suites — But The Most Important Upgrade Is Actually In Coach - View from the Wing https://t.co/VoO8Qjx6XJ
Hormuz Blockage Fuels Fertilizer Crisis; Policy Aid Needed
Ships still aren’t moving through the Strait of Hormuz. Fertilizer delays are forcing farmers to pay more or cut use. They need timebound, targeted help. With right policy and diplomacy, nations can still avert a global food crisis. Watch our...
Show, Don’t Tell: Prototypes Win over Process Explanations
I was on a client project this week where someone kept trying to jump ahead in the content process. They had tools they wanted to use, ideas they wanted to implement, and absolutely no patience for the foundational work that...
Peak Inventory at 1.5M,
While inventory won't get back to normal 2-2.5 million, having peak inventory above 1.52 million and 4 months plus of supply during the seasonal peak supply months is a much healthier backdrop than in the past
Cutting IRS Enforcement Costs Costs the Treasury
No peeking/cheating for this guessing game if you already read my story. Who said this about IRS? "Reductions in enforcement spending create missed opportunities and lost revenue for the United States, as compliance activities generate more revenue than their operating costs."
Russia Urges BRICS Food Reserves to Offset Middle East Crisis
Russia calls for joint food reserves with BRICS to counter Middle East crisis risks https://t.co/g3JsxUHPEN
Prioritize Rapid Misconfiguration Detection Over Apocalypse Predictions
Dino’s take here is spot on. I’m less concerned of the vulnerability apocalypse that’s being predicted and more concerned on identifying misconfigurations at a much more rapid rate.
Orban's Loss May Free EU Aid for Ukraine, Russia Says
MOSCOW, April 13 (Reuters) -Russian hardliners cast Viktor Orban's defeat in Hungary as a serious blow that would unlock EU funds for Ukraine to fight on against Russia for another year, but the Kremlin played down the outcome, saying it...
Hormuz Crisis Triggers Localized, Bumpy Demand Destruction
Normally I talk about the two main types of demand destruction: Price elasticity (i.e., gasoline is really expensive so I'll drive less or buy an EV) vs Income elasticity (high oil prompted a financial crisis and I lost my job) But given how...
Homes Now Sell in 30‑45 Days, Market Healthier than Covid Era
30-45 days on the market is normal, this is a much healthier marketplace than the Covid years
Gas Prices Likely Stay High Through Midterms, Says Trump
That proves the point: There are issues that are bigger than the elections... Trump says gas prices may remain high through November midterm election https://t.co/GrPOSOMBPS
Rigorous Trials, Not Hype, Prove Cancer Drug Value
Today's $RVMD study outcome in pancreatic cancer is a good lesson for all the $IBRX @DrPatrick fans. Stop with all the hand-waving "cancer cure" podcasting social media nonsense. Shut up and run well-designed clinical trials with definitive endpoints. If you have...
NAR Pending Data Increasingly Diverges From Existing Sales
Back-to-back months, there is a gap between the NAR's pending and their existing home sales data, which has been more common lately, this is why I am suspect of their pending data
Lower Rates Could Reverse Expected Home Price Decline
My forecast of negative -0.62% national home price growth is at risk if rates go lower
Turn Job Hunt Downtime Into a Value‑Building Venture
Without meaning to be insensitive: Really find it hard to get inside the brain of someone sitting around applying for jobs for six months, waiting to be hired. It for sure doesn't take all day to apply. You have unbelievable amounts of...
AI Overviews Now Favor YouTube, Reddit Over Listicles
This is still anecdotal, but I'm seeing fewer listicles and a lot more YouTube, Reddit and older content appearing in AI Overviews the past few days. Are others seeing the same? https://t.co/INXk4X6yLv
March Existing‑home Sales Fall 3.6% Overall
NAR Existing-Home Sales Report Shows 3.6% Decrease in March a seasonally adjusted annual rate of 3.98 million. 1.0% decrease in sales year-over-year.
Sensational Titles Like “It’s Over” Dominate YouTube Clicks
Why is 'it's over' the most popular video title on YouTube right now? Does Doom really get clicks?
Carnegie Launches “Future of Russian Power” Event
I’m excited to share the news about our new initiative at Carnegie, The Future of Russian Power. Join us online for our inaugural event this Wednesday, 15 April with @amenka @KofmanMichael @eugene_rumer as we discuss upcoming economic, military, and...
Oil Demand Collapse in SW & SE Asia Underestimated
We are probably underestimating the amount of oil demand destruction already ongoing in South-West and South-East Asia.
Cambridge Student Housing Construction Begins to Meet Passivhaus Standards
Owlstone Croft: "Morgan Sindall Construction has started construction of student housing at the University of Cambridge, which will be built to Passivhaus standards." #passivhaus #passivehouse https://t.co/qUiokSlgju https://t.co/6SFSNr2WoW
Bunq Wins AI AML Battle, Expands to US
How bunq is reinventing the Neo-banking model for 2026. 🏦✨ Ali Niknam, CEO of bunq, just sat down at Davos to reveal how they became the first profitable EU neo-bank and their bold plan for the US. 💎 Watch the full deep...
IRS Clarifies $25K Tip Deduction, Adds Santa Impersonators
The IRS finalized “no tax on tips” regs—and clarified who qualifies. Yes, up to $25K in tips can be deducted. But only for certain occupations (now defined), and only for voluntary, reported tips. Santa Claus impersonators made the list. Did your job? 👀 https://t.co/q1z55eZskn
Oil Prices Surge to $150 Amid Middle East Crisis
Physical oil prices are at the sharp end of the Middle East supply crisis - almost $150 a barrel for some grades today based on the LSEG numbers. OPEC meanwhile sees a relatively small hit to oil demand from the ongoing...
Merger Odds Between Charter and Comcast Rise Significantly
"We think the odds of a Charter-Comcast merger are higher today than just a month ago," says New Street's Vikash Harlalka $CMCSA $CHTR https://t.co/MMBitMjhZw
Ford Stays Local because Community Math Matters
People ask why @Ford fights so hard to keep assembly here when our competitors profited by moving production offshore. It’s because we understand the math of a community. My op-ed today on @Ford’s commitment to America: https://t.co/GCBzRn1QqH
Milan's Bike Network Costs a Fraction of a US Highway Interchange
At a cost of $285 million, Milan is building 466 miles of a citywide, grade-separated bike network, representing just 35% of the cost of a single highway interchange in Chicago.
Housing Remains Wealth Engine Despite High Prices, Low Rates
Re #realestate, both #boomers+#millenials have a point. Yes prices are up there, but at least nobody's dealing w/18%. '#Housing is the wealth engine. Many showed up after the train had left the station' #interestrates. #TheFed #mortgage https://t.co/GdH1lcvhQc via @WSJ https://t.co/gHNQsliXgI
5G Spending Soars, Yet Customer Churn Accelerates
The telecom industry just spent $150 billion on 5G networks. Churn is going UP. That's not a coincidence. It's a crisis of irrelevance. 🚨 Here's what the data reveals about why carriers are hemorrhaging customers despite record network investments. 🧵 #Telecom...
U.S. Sabotages Green Tech, China Set to Dominate
The US is turning it's back on green technology while creating the market for it. This combination is next level sabotage. If the point is to take us out of the next economy, it's working. China’s Electrostate Is Poised to Win...
IRS CI Chief Retires as Agents Return to Tax Enforcement
@IRS_CI Chief Guy Ficco is stepping down after 30+ years. But the bigger story: at one point, ~1,700 CI employees were reassigned away from tax enforcement. Now, agents are being pulled back to financial crime work. More: https://t.co/v4CZbQhHtf
TSMC Sole Supplier for Google's 2nm; Intel Rivalry Lies Elsewhere
TSMC remains the only one able to fabricate Google's 2nm chips. The Intel/TSMC competition is about the "backend," not the chip itself.
US‑Australia Invest $
Australia and US boost support for critical minerals with $3.5 billion Not clear where processing will be done, or where mine to magnet chain happens.... https://t.co/OpCtNNHYup
Proposed “Dashboard” Dilutes Consumer Welfare, Mislabels Economics
Some scholars want to ditch consumer welfare for a "dashboard" that also weighs democracy, inequality, small business, privacy, and more. They claim it's grounded in modern economics. It isn't. New paper with @ErikHovenkamp, forthcoming at George Mason Law Review https://t.co/NpYTzcnt44
US Failed to Block Iran Oil After First Attack
It actually makes perfect sense. What makes no sense is why the US allowed Iran to continue to sell oil in contravention of sanctions throughout this war. This embargo/blockade should have been in place as soon as Iran fired on...
Physical AI and Space Infrastructure Outpace Software Names
ListingTrack Weekly Theme Recap (Week Ending 04/10/26) This week, Next Gen Defense and New Space both traded higher, with strength skewed toward space infrastructure, Earth observation and physical AI platforms, while pockets of software‑heavy cyber, AI decision‑support and one launch name...
Two Major Acquisitions Announced, Two SPAC Deals Terminated
Today's M&A and SPAC notes $SES.to to be acquired by $GFL.to for $4.95 cash + 0.3356x shares, 16.8% premium, $6.4 billion $LEG to be acquired by $SGI for 0.1455x shares, 13.7% premium, $2.5 billion $ETHM / The Ether Machine deal terminated $SPAC.to / Cube...
Blockade Is Retaliation, Not Escalation, to Pressure Iran
Quick reminder that the blockade is NOT an escalation. Iran has blockaded Western ships for the past 6 weeks. This is payback for that and levels the playing field. The blockade will implode Iran's economy and bring the mullahs to...
Roblox Defends New Age Checks Amid Misclassification Worries
Roblox defends expanded age‑checks after parents raise concerns over errors Roblox is defending expanded age checks after parents warned kids are misclassified as adults. The system uses facial analysis and claims ~1.4-year accuracy for under-18s. Mistakes could weaken safeguards and expose children to...
Time‑restricted Eating Cuts Glucose, Insulin Resistance, HbA1c
Efficacy of different types of intermittent fasting in improving glycemic control in adults with overweight or obesity: a systematic review and network meta-analysis "Compared with a CON, TRE resulted in a larger reduction in fasting glucose... insulin resistance... HbA1c..." https://t.co/Jq9EpoAy3u