Industrial Deals: Buy Low, Wait, Re‑lease, Then Profit.
Industrial real estate in a good area: 1. Figure out roughly what tenants are willing to pay 2. Buy a building for a price where that rent will generate a reasonable return 3. Once the existing tenant(s)' lease ends, re-lease at market rent 4. Sell, refi or hold all-cash We're currently working on Step 3 on our first industrial deal. Bc I'm like a whipped dog from repositioning so many apartment buildings in LA, I keep flinching, waiting for the pain to begin. And, so far... nothing. Without meaning to jinx myself: If this keeps up, I'm really going to start to wonder what the h*ll I have been doing with my life.
Court Blocks TSA's Push for Shoe Removal, Face Scans
Court Ruling Makes It Harder For TSA To Reinstate Shoe Removal Or Mandate Face Scans - View from the Wing https://t.co/JcY1z8fdK2
Blue Origin's Reuse Win Dwarfed by Satellite Launch Failure
Mission failure overshadows Blue Origin's rocket reuse milestone, with AST SpaceMobile's BlueBird 7 cellular broadband satellite declared a total loss after launching into the wrong orbit. https://t.co/gNckytollw
BigLaw's Promise: Wealth, but You Lose Everything Else
BigLaw sells you a story. Work hard. Bill hours. Make partner. Get rich. Nobody mentions that by the time you get there you’ve missed everything that was supposed to make the money worth it.
Skeptical Of
And thousands of jobs to New Yorkers… I’ll bet he can open a grocery store for under $30mm.
Only One Woman Among Top 20 Tech Substacks
There is only one woman in the top 20 Substack newsletters about technology (me lol) https://t.co/3rhKiQtOkh
Iran Drops Lebanon Ceasefire Precondition, Softens Stance
during the first round of talks, iran said lebanon ceasefire was precondition…and then quietly dropped that red line. i wouldn’t read that much into iranian demands on the united states lifting blockade or else no talks...
Finance OnlyFans Venture Faces Slim Odds of Success
So far, me starting a Finance OnlyFans is leading. I won't confirm nor deny yet, but those odds are slim.
AI‑written Code Can't Be Copyrighted, Despite 42% Usage
“But AI-generated code that lacks human authorship is ineligible for copyright protection under US law… Developers estimate 42% of code is AI-generated or assisted and the number was expected to increase significantly, according to an October 2025 survey.” 👀
Brad Jacobs' QXO to Buy TopBuild for $17B
AND THERE IT IS Billionaire Brad Jacobs’ rapidly expanding building materials juggernaut QXO to acquire TopBuild for $17 billion My latest for ResiClub: https://t.co/50zdmgx9X9
Consistency Means Conviction, Not Daily Posting
Consistency doesn't mean posting every day. It means showing up with the same point of view every time. The accounts that built real audiences aren't the ones who never missed a day. They're the ones you could predict. You know what they stand for...
New Glenn Upper‑Stage Issue Highlights Need for Reliable Launches
Bummed about the issue with New Glenn’s upper stage today. NASA and its lunar partners really need this rocket to fly reliably and often. I expect @davill and team to address this aggressively and decisively.
Waterfill AI Omitted From Court Filings and Order
“The AI program Waterfill used was not identified in court filings or the judge's order.” - do you wonder why it wasn’t identified? you should.
Graphene Oxide Nanofluids Cool Solar Modules Efficiently
Cooling solar modules with nanofluids based on graphene oxide, Mxene #energysky -- via pv magazine global: https://t.co/KiDtc1yi4D
Securing Research with New H100 Cluster for TrustedSec
Pulling the trigger on ordering 8xh100s for TrustedSec. The inconsistencies on frontier models plus how deep we are going with research is a must. Now I’ll have my own dedicated coding system. Excited ! Maybe I’ll share with @HackingLZ and...
Sometimes the Best Strategy Is Not Changing Anything
One of the best skills that you can have as a media buyer / strategist is knowing when to not change anything. It's often the hardest aspect but sometimes when performance is bad, doing nothing is the best solution. Don't pressure your...
Compact 2026 Subaru Uncharted Packs Big Power
Finally got around to editing this one. The 2026 @subaru_usa Uncharted was a surprise to drive and I really dug its compact size. Goes to prove small EVs can be backed up by big power. #subaru #subaruuncharted #subarunation #suv #ev ...
Iran Vows to Hit Saudi‑UAE Oil Hubs if US Attacks
Iran says it's ready and monitoring U.S. redeployments, that are for either "psychological pressure" in the negotiation or for a "surprise and rapid military attack," and warn if attacked they will re-target Aramco, Yanbu, and Fujairah — Tasnim
Satellite Fails to Reach Orbit, Will De‑orbit
"While the satellite separated from the launch vehicle and powered on, the altitude is too low to sustain operations with its on-board thruster technology and will de-orbited."
Trump’s War Boast Masks Deep Personal Anxiety
Behind Trump’s Public Bravado on the War, He Grapples With His Own Fears Terrifying & vital reporting here by WSJ https://t.co/6QrFpjORZo
Tech Talk Pretends New Media Is Fresh, Ignoring 15 Years
Tech content discourse rn is like being a boomer and watching your kid get into Hendrix and telling you how revolutionary he was "New media" bitch it's been new for 15 years and half you guys funded it all, how...
Essential Contract Clauses Creators Often Overlook
things that should be in most brand deal contracts that usually aren't: — a kill fee (so you get paid even if they cancel) — a late payment clause (so they can't ghost your invoice) — a content approval timeline (so they can't...
Propose Hormuz Convention to Regulate and Tax Shipping
My take on the Iranian control of the Strait of Hormuz on @MarioNawfal: "Ideally, there should be something like the Montreux Convention of 1936 that settled the Dardanelles and allowed Turkey to manage the Bosphorus and the Dardanelles and charge fees...
2020s Fifth-Weekend Box Office: Top 10 Earners
Top 10 Biggest FIFTH wknds of 2020s: $32.8M Avatar 2 (MLK) $29.6M Top Gun: Maverick $21M Barbie $20.5M Project Hail Mary $20.1M Spider-Man NWH (MLK) $20M Inside Out 2 $19.9M Zootopia 2 (post-Christmas) $18.9M Moana 2 (post-Christmas) $18.6M Super Mario Bros. $18.3M Deadpool & Wolverine #boxoffice #ProjectHailMary
YouTube: Endless Prelude Before the Main Content
youtube is like if every article on the internet was a recipe site with a tedious story before every recipe to keep you on the page longer
Spitfire Soars with Modern RAF Jets for 90th Anniversary
Spitfire Completes Unique Formation Flights With Royal Air Force To mark the 90th anniversary of the first flight of the legendary fighter, a Spitfire took to the skies with various frontline British aircraft. https://t.co/Up9JUSh1QO
Insurers Outsource Care and Denials to Profit‑driven Firms
They don’t depend on Medicare/caid , they depend on being able to arbitrage the taxpayer funds they recieve. They take their capitation amount , then outsource the actual performance of care to either the providers they own or VBC...
Nrf2 Activation Offers Therapeutic Promise, Yet Requires Caution
Nrf2 Activation in Inflammatory Diseases: A Review of Natural and Synthetic Modulators 🔑 Mechanistic insights and preclinical and clinical evidence on the role of Nrf2 in inflammatory diseases and evaluates the therapeutic potential of its key activators. “ The nuclear factor...
Trust Beats Followers: Small Audiences Drive More Revenue
More Followers ≠ More Revenue Audience size looks impressive. Bank statements stay honest. I’ve seen small audiences outperform massive ones when trust is stronger.
Massive Spending Destroys Cities; Future May Bury Highways
The amount of money we invest to destroy vistas, divide cities, encourage sprawl and subsidize car traffic is just stunning. Who wants to bet that in a few decades there will be a bond initiative and a vote to raise...
Master Apple Card: Move Money & Maximize Rewards
Just joining the complex Apple Card ecosystem? It's smart to learn how to move your money around, including funding your Apple Cash. Here's a primer that explains how everything interrelates and how to maximize your rewards: https://t.co/ZPP9OBmIZw #applecard #applecash #banking...
CEO Skips Publisher Concerns, Prioritizes Agentic AI
This is an extremely useful breakdown by @gfiorelli1 Two sections worth noting for SEOs: “In 72 minutes about the future of Search in April 2026, the CEO of Alphabet did not address: publisher traffic impact from AI Overviews, content-creator economics or...
Trump, Iran, Hormuz: Energy Crisis Sparks Recession Fears
🔥Join us today (For X Subscribers only): Trump, Iran & Hormuz: The Energy Crisis & Global Recession? Link: https://t.co/GurEWBb9NO Today, Sunday, 4:00 PM US ET, 3:00 PM US CT.
Know 15 Cyber Attacks to Boost Resilience
15 types of cyber attacks you should know 🔐 Phishing, malware, DDoS, SQL injection, MITM, insider threats & more — all in one visual. Cybersecurity = business resilience. Credit: Cybersecurity Insights #CyberSecurity #InfoSec #CyberAttacks #TechRisk https://t.co/3B7i8nznnK
Climate Advocates Propose Solutions that Safeguard Oil Flow
What’s interesting about this is the climate cult didn’t close the Strait of Hormuz and attack major energy infrastructure in the Persian Gulf. It is notable though that people worried about climate change have proposed solutions that simultaneously mitigate against...
China’s Hormuz Veto: Strategic Masterstroke in War
Why China's Veto on Hormuz Is the Smartest Move of This Entire War / Professor Jiang ... https://t.co/7bLiA5djLB
Wichita Firms Fuel Blue Origin, Boosting Kansas Economy
A lot of Wichita companies are suppliers to Blue Origin, and I'm glad that our state is helping with and benefiting from this project. https://t.co/xSmrQrsrD9.
China's Daqi‑2 and Qianfan‑07 Meet Planned Orbits
China's Daqi-2 satellite cataloged in a 682 x 689 km x 98.3 deg orbit in 1025 LTDN orbit plane. The Qianfan 07 orbits are now out, showing 800 x 820 km x 89.0 deg deployment orbits as expected.
Consistent Sleep Cuts Mortality Risk More Than Duration
Sleep regularity was a stronger predictor of all-cause mortality than sleep duration 👉 Higher sleep regularity was associated with a 20%–48% lower risk of all-cause mortality. https://t.co/AO6rthJcdU https://t.co/em0u1eKZiA
China Vows to Weaponize Oil Embargo Against US
American strategists: “We are going to cut off China’s oil, thereby wrecking China.” China’s response? Geopolitical/oil politics version of Good Will Hunting: “Give us the wrench…because f*ck them. That’s why.”
Branch Structure Around Business Banking Drives Differentiation
In a crowded market, differentiation matters. Structuring branches around business banking relationships is emerging as one of the most effective ways to stand out. Download the report for free: https://t.co/oteRY1qY3u https://t.co/3HVXnfwGAo
Intel's RISCified X86-64 Beats AI Accelerators
Intel won by RISCifying their CISC - still amazed how well x86-64 worked out LPUs is a subset of AI, an accelerator, it's not the RISC @tenstorrent , Trainium, Google TPU are closer. Clean Tensor processor is step one. Then generality, memory...
Semiconductor Technical Roadmaps Guide Future Manufacturing
#Technology #Newsletter #Semiconductor #Manufacturing #Roadmaps NLOG-300 | Semiconductor And Beyond Newsletter | The Semiconductor Technical Roadmaps: https://newsletter.chetanpatil.in/p/semiconductor-and-beyond-newsletter-300/
Commodity Forecasts Falter: Dated Brent Predictions Missed
Would love to hear from all the folks who just days ago told us that Dated Brent can only go up and the gap to futures will inexorably widen. But of course today all you hear is crickets. We all...
AI Data Centers, Defense, and Energy Fuel Industrial Renaissance
Our market experts have looked at the freight data to determine what is creating the industrial renassaince: - Construction of AI data centers - Defense - Power plant & transmission expansion - Petrochemicals - Heavy duty trucks and equipment - Steel and Aluminum...
Trump Warns Iran's Refusal Could Lead to Total Destruction
“If Iran does not sign this deal, the whole country is getting blown up," Trump https://t.co/0gAut1Tjq3
ROAS Isn't Enough: Cash Flow Reveals True Business Health
High ROAS ≠ Healthy Business A dashboard can show 4X ROAS… while cash flow still feels tight. If margins, returns, or repeat purchases are weak, the business feels the truth before reports do.
Median Price Ignores Bedroom Count, Misleads Families
Another example ⬇️⬇️ why price $$ per unit is an incomplete metric Median “home” price does not account for the number of bedrooms … which REALLY matters for families.
Energy Shock Drives Surge in Global EV Sales
"Mother of All Energy Shocks" Boosts Global EV Sales Even Higher Battery electric vehicle sales are growing due to high gas prices and consumers' fear of continued market volatility (otherwise known as "energy insecurity"). https://markhamhislop.substack.com/p/mother-of-all-energy-shocks-boosts
Cities Must Keep Young Couples, Not Attract Suburbs
Who wants to raise kids in the City? People who have BABIES in the City. Couples who already live in and love the City. Those who have formed deep roots in the City The City will never convince suburban families to...