Lodging Delinquencies Surge, Driving Overall CMBS Rise
Where’s the next CRE pain point as I warned last year? @TreppWire CMBS Delinquency Rate increased 41 bps to 7.55% in March, reversing Feb’s decline. Lodging posted largest increase, jumping 137 bps to 7.31%, the first time it’s been >7% since its recent April 2025 peak of 7.85%. https://t.co/quDtwraofe
NC Fans Unfairly Blocked From Baltimore MLB Games
Your annual reminder that it is a grave injustice that millions of people in NC are bizarrely in the Baltimore/DC MLB TV market (and thus totally blocked from watching their MLB teams play in BAL/DC, even when subscribed to the...
Florida's Trump Airport Rename Delayed for Months
Florida Just Renamed Palm Beach Airport For Trump — But It Won’t Actually Happen For Months - View from the Wing https://t.co/SL1QMbXOO7
Cheap Italian Train: Budget Price, Chaotic Crowd
Last summer I was in Italy and I booked the cheapest train from Bologna to Florence. It was 9 euros, super easy. I’ve done it before. No big deal. But this train was giving chaotic energy from the jump. It was...
The Cut's False Article on Cornell Hospital Faces Backlash
So @TheCut wrote a hit piece on the @WeillCornell Alexandra Cohen hospital and of course it’s not true and worse they used photos of people who had great deliveries and some who didn’t even have a baby there. The comments...
Silicon Test Data Shifts From Byproduct to Cost Driver
#Technology #Thread #Semiconductor #Manufacturing #Data The Semiconductor EPDT Article On Silicon Test Data Cost: 1/ - Published In Electronic Product Design And Test (EPDT), My Latest Article Explains How Silicon Test Data Has Evolved From A Byproduct Of Manufacturing Into A...
Grenergy Orders 2.6 GWh BYD Battery, Engie Launches 230 MWh Project
Chile: Grenergy places 2.6GWh BESS order with BYD, Engie energises 230MWh project #energysky -- via Energy Storage News: https://t.co/q0NRftjXJ2
Nashville's Rail Falls Short of Stuttgart's Benchmark
Metro Nashville and Stuttgart, Germany are nearly the same size. Stuttgart’s central station runs 560 train departures a day. Nashville runs 4. Stuttgart sees 180 trains for every train Nashville sees. We don’t need to be Stuttgart, but we do...
Mortgage Intent Index Slides, Yet Pending Sales Remain Positive
The Xactus Mortgage Intent Index dipped this week. Three down weeks in a row and below last year now. Xactus is counting credit pulls, so it includes refis. I've found this data to correlate well with the pending sales rate, though...
Netflix Prices up 150% Since 2013, Will Keep Rising
Netflix has increased its prices by 150% since 2013. The price increases will continue until customers tell the company to stop. https://t.co/2R8oGAahLC
Intermodal Rail Traffic Swings From Gain to Loss
Per @AAR_FreightRail Intermodal rail traffic is the movement of shipping containers/truck trailers via rail, often combining w/truck or ship transport w/o unloading the freight Riddle me THIS: Last year, Intermodal was +1.5% YTD. Today, it's -0.4% YTD. WHY? ht @Adam__Josephson https://t.co/Kz9yqFmN9F
Hollywood Week: Netflix Hikes, Disney Stalls, Social Media Warning
Five things you need to know about Hollywood this week: Netflix’s price hike, Disney’s rough start and a social media addiction statement.
Emergency Visits Rise, Revealing AI’s Cautious Triage Gaps
Interesting. I’m surprised the graph doesn’t show those who decided self care or no care. Also interesting that emergency visits went up. Maybe that’s good? They uncovered conditions that need higher level of care? Or the AI is being cautious.
Bipartisan Bill Accelerates Warrant Responses for Safer Colorado
Today I signed the bipartisan SB26-011 to make Coloradans safer by ensuring that warrants are responded to more quickly This new law, sponsored by Senators Lisa Frizell and Dylan Roberts and Representatives Andrew Boesenecker and Jarvis Caldwell, supports our hardworking...
US FY2027 Military Budget Details Set for April 21
We break: Key details about US military spending for the 2027 fiscal year will be released on April 21, a source says https://t.co/JeLmkFp4Ul
Most Homes Already Ready for Full Electrification
Many homes already have the power to electrify, study finds #energysky -- via Canary Media: https://t.co/hxC3VuPtzy
Russian Oil Tanker to Cuba Sparks Unanswered Policy Questions
In before times, headlines like these would lead to answers in the article. Under Trump 2.0, they’re just open questions. https://www.nytimes.com/2026/03/30/world/americas/russian-oil-tanker-cuba.html
Cancer Advances Offer Hope Amid Personal Loss
My father (and a dear friend's father) both died of this form of cancer. It is great to see the advances in cancer treatment... which will only be accelerated in the coming years (provided the luddites don't win the...
Turn Travel Passion Into Paid Writing for Top Magazines
I help you get paid to travel and write about it! Here’s how one of my Substack subscribers has landed paid writing assignments for National Geographic, Travel and Leisure, and Matador Network ✍️ https://jetplanecrew.substack.com/p/how-daria-got-published-in-national
Trump Threatens US Strike on Iran's Energy if Talks Collapse
Trump warns the US may strike Iran’s energy infrastructure if talks fail - per WSJ
Broker Attempted Defense Fund Purchase Before Iran Attack
Pete Hegseth’s broker looked to buy defence fund before Iran attack - https://t.co/8RQRd4zFhW via @FT
Golden Pass Texas LNG Begins Production Amid Hormuz Crisis
Golden Pass LNG in Texas Produces First LNG as Hormuz Crisis Disrupts Global Gas Flows https://t.co/OSUeOpMO0T
NJTransit’s Chronic Failures Spark Public Frustration
It’s honestly impressive how bad @NJTransit is and how often these things happen. Just pathetic
Exploring Tiny Multi-Family Independent Living Projects
Hmmm a project for 3 (or fewer) families living independently?? What could that be 🤔🤔🤔 https://t.co/OwOBaPrN67
French Inventor Franky Zapata Pioneers Flyboard Revolution
Franky Zapata: The French Inventor Behind the Flyboard and Flyboard Air Revolution by @tweetciiiim #Innovation #EmergingTech #Tech #Technology https://t.co/DA5uSupZem
Even Legacy Founders Eventually Cash Out
Sysco just acquired Restaurant Depot from its 94 year old founder for $29B. Every founder will eventually exit their business at some point.
Hot Asset Hype Triggers Overbuilding, Warns Unsophisticated Investors
Exhibit A on why uninformed / unsophisticated investors should stay from investing in industrial real estate. A few years ago I attended a conference where there was a break out panel on cold storage. Everyone on the panel was extremely bullish on...
Algorithm Shifts Push Artists Toward Real‑world Support
Whe that IG algo switched up artists been struggling… That TikTok don’t hit like it used to either… Now we gone see who loves the work in real life.
Battery Imbalance Wastes 11% of Capacity
When battery imbalance turns 11% of capacity into stranded energy #energysky -- via pv magazine global: https://t.co/Gwbyq5PKYL
Sacramento $400‑500K Sales Up 8%, Buyers Benefit
Seeing more sales between $400-500K in the Sacramento region. This is a part of the market that's experiencing volume growth from last year. This speaks to prices dipping and more sales happening in this range (8% more in 2026 so...
Waymo Launches 6th‑Gen Zeekr RT with Fast‑charging
Waymo Debuts 6th-Gen Zeekr RT with Fast-Charging in San Diego by @niccruzpatane #Automotive #Transport #EV #Technology #Innovation https://t.co/5E79EDO6Wl
The Real Oil Crisis Is Still Waiting to Begin
Why the Real Oil Crisis Hasn’t Started Yet #energysky -- via Heatmap News https://t.co/Ngf3zAyeSS https://t.co/gyEcJO0VT9
Spain
Kudos to Spain… @SecRubio is unhappy that Spain refused to give permission to the US to use its Airspace in their murderous escapades…. While @Keir_Starmer did… https://t.co/RzRVRM74tc
Sony's Pricing Unrealistic, Counts on Fan Spending
There is no chance at these prices. Sony is banking on higher average spend among existing fans to make up the difference.
India Weathered 42 Months of Low Oil, Inflation Fell
Crude traded in the range of 90-127 , between 2011-2014 , for almost 42 Months , India survived well in that period.. In 2011 we had inflation of 10% , Right now it is around 4-5% . Don’t panic !
Persian Gulf Crisis Exposes Broken Geopolitical Consensus
What's happening in the Persian Gulf today is the geopolitical equivalent of Biden's debate performance ... now everyone knows that everyone knows that it's broken, and that changes everything. "Trump's War, Iran's Strait, and the Common Knowledge Game"
Twitter's Memetic Power Fuels Policy; Toxic Bots Profit
The daily discussion on X helps shape the national mood, which in turn shapes purchasing decisions, corporate capital allocation, votes (and, thereby, economic policy, war and peace, etc.) and so on. (This is a big part of Elon's rationale for buying...
Hormuz Closure Sparks Global Energy Crisis Amid Ukraine Strikes
The world is in an energy crisis as Hormuz is closed. Europe and Asia are running out of oil and gas. Meanwhile Ukraine is striking Russian energy infrastructure using EU and U.S. funded weapons. What a retarded timeline.
Special Forces Grounding Diplomacy, Threatening Hormuz Oil Flow
While it’s possible that Iran’s enriched uranium could be secured by a diplomatic deal, most recent discussions have involved special forces’ boots on the ground And boots on the ground is going to seriously complicate efforts to reopen to Strait of...
One in Five Trucks Unsafe, Leading Accident Predictor
22% of all trucks on the road are unsafe at any speed and this is the number one predictor of accidents. There should be more outrage at the failure of trucking companies to ensure their equipment is maintained and safe.
Methane Cuts Essential; Ignoring Them Risks Climate Tipping
Reducing CO2 emissions is paramount. But reducing methane is necessary for avoiding critical warming thresholds. Warning we could soon cross these limits while downplaying the importance of methane reductions is hypocritical.
Whysol Secures Financing for 328 MW Agri‑PV and Storage
Italy’s Whysol bags financing for 328MW agriPV, energy storage portfolio #energysky -- via pv-tech: https://t.co/yfmMxdpHKP
Army Teams with Amazon to Sell Battlefield Drones Online
"The U.S. Army and Amazon are creating an online storefront to buy drones as the technology transforms the battlefield." I support the idea, will be interesting to see how it is implemented. https://t.co/N25xQG4lu8
EV Market Slump Threatens America's Fun Car Segment
The Great American EV Contraction Is Squeezing Out All the Fun Cars #energysky -- via Heatmap News https://t.co/bFhN6vmipn https://t.co/FJxuUyJEOt
South Korea Limits Civil Servants' Car Access by Plate Number
"South Korea has already imposed driving restrictions on civil servants, curbing how often they can access government buildings by car based on the last number of their license plates." https://t.co/u8BHPpQXNw
Middle East Jet Fuel Shipments to Europe Nearing Depletion
JET FUEL from Middle East to Europe set to dry up as last cargoes arrive: https://t.co/EBGhhiM04W
Politicians Favor Taxis
Watching local politicians protect the ride hailing jobs that they opposed while protecting the taxi jobs is a pretty good Rorschach test for economic policy & tech
Quilty AI Platform Launches, Reshaping Script Development and Assessment
Quilty, AI Platform Designed to Change How Scripts Are Developed and Assessed, Launches (EXCLUSIVE) https://t.co/RoCXfQ0chG via @variety
Proactive Data Use Keeps Customers, Inactive Banks Lose Them
Customers expect their financial institution to use the data they already have to help them, not just react when problems occur. If your bank isn’t proactive, someone else will be. https://t.co/lAKdvKwfQg
Entrix and GridBeyond Secure €55M for European BESS Expansion
European BESS route-to-market optimisers Entrix, GridBeyond raise €55 million #energysky -- via Energy Storage News: https://t.co/0vPiFdrlwz