Most Overlook Simple Rules: Save, Invest, Avoid Debt
Simple rules: save, invest, avoid bad debt, earn more, be patient—most ignore them. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
US Eases Russian Oil Bans, Boosting Putin’s War Funds
US Treasury Allows More Russian Oil Sales to Help Tame Prices. And Putin is laughing as he heads to the bank and thumbs his nose at sanctions. And has needed revenue for his Ukraine war. https://t.co/zWRhldvD7W
Peacock's AI Andy Cohen Signals NBCU's Entertainment Platform Shift
Peacock's AI Andy Cohen is part of NBCU's strategy to add new experiences tied to its IP to keep fans on its own platform: “Don’t think of it as a streaming platform — think of it as an entertainment platform,”...
Challengers Set Pace; Incumbents Must Rethink Operations
Scaled disruption begins when challengers set the tempo of a category. Since growth now rewards digital fluency and rapid iteration, incumbents must rethink operating models, not just rebalance portfolios. Source @McKinsey Link https://t.co/mUXoT9cj6K via @antgrasso #CEO https://t.co/XqYGVPFFnC
Cut Rents, Not Vacancies, in a Slow Market
Unless you’re angling to sell or refinance your building in the short term: If the rental market is slow, better to lower your asking rents than to accept vacancy or fill your building with people who will dishonor their lease obligations.
Peacock Debuts AI Andy Cohen for Personalized Bravo Gossip
Peacock Is Launching an AI-Generated Andy Cohen That Dishes Personalized Bravo Hot Goss and Vertical Video Clips https://t.co/B1zYs5YfF6 via @variety
Nintendo Stays Silent Despite White House Tweet Storm
I can’t believe Nintendo’s seen all those White House tweets and hasn’t said “Wii object” yet
Trump's Factory Bragging Clashes with Plummeting Construction Data
With Trump boasting about new factories everywhere, he would feel really stupid if he ever saw the data showing factory construction plummeting https://t.co/1T5VGrJqyn
Oil Gains $30/Barrel as Hormuz Closure Persists
Happy Friday, oil watchers. We're now two weeks into the Iran War and crude prices are up ~$30/bbl. That's roughly a $3/bbl gain per day that the Strait of Hormuz has remained closed, a pace that I expect to continue so long...
PJM Lacks Authority Over Line Ratings, Utilities Hold Power
PJM has no authority over transmission line ratings. This is a governance and regulatory failure. PJM is now technically able to use more accurate inputs in its transmission system models, but it might not actually be doing so. It's up to...
New Cyber Strategy Emphasizes Deterrence for National Security
Cyber Focus: Cybersecurity, National Security, and Critical Infrastructure S3E10 - Deterrence and the New Cyber Strategy with White House National Cyber Director Sean Cairncross | McCrary Institute https://t.co/PmPdYTO5Zq
US Uses Mostly Air‑Launched Munitions, Standoff Missiles 1%
In presser this morning, @PeteHegseth says that "only 1 percent" of the munitions the U.S. is dropping on Iran today are "standoff munitions," meaning Tomahawk missiles and the like. They've shifted almost exclusively, he says, to munitions launched from aircraft...
US May Approve Taiwan Weapons After Trump's China Visit
Exclusive: New US weapons for Taiwan could be approved after Trump's China trip, sources say https://t.co/cAFv0baooU
China’s JV Rules Succeed via Approval Leverage, Tariffs, Cheap Currency
This is a critical point -- China's JV requirements worked b/c China had to approve investments (so it had leverage) generally speaking & b/c China had relatively high tariffs (25% on autos) and an undervalued exchange rate so there was a...
Japan’s Oil Move Exposes Vulnerability, Boosts China’s Leverage
Japan taps oil reserves as Iran war spreads. Could it give China leverage? With Tokyo and Beijing still at loggerheads over Taiwan, analysts warn Japan’s decision exposes its economic vulnerability Yet another "Iran war gives Beijing leverage' piece, short answer....no... https://t.co/nx95uxzmnh
Iran Conflict Won’t Boost China; US Needs Rare Earths
How the War in Iran Could Help China and Change Asia Sorry but pretty superficial analysis here of the obvious. Not clear that China somehow benefits or that the US is distracted. Taiwan is a much more complex issue than...
U.S. Targets Iran’s Mine‑Laying Threat in Hormuz
Separate messages today from Secretary Hegseth and Gen. Caine about the Strait of Hormuz. Hegseth disputed recent reporting that administration officials had underestimated the war’s likely impact on the strait, saying Iran “always” tries to hold the waterway “hostage.” “As the world...
Russian Assassin Arrested in Bogotá Thanks to Google Translate
Denis Alimov, FSB Alfa veteran and senior operative of Russia's new and "most secretive" assassination unit, walked into El Dorado Airport in Bogotá on Feb 24 looking like a tourist heading to Cartagena. He walked out in handcuffs. He was undone...
Brazil's 439 MW Bom Jardim Solar Plant Enters Testing
Brazil’s 439 MW Bom Jardim solar site begins testing phase #energysky -- via pv magazine global: https://t.co/hH761UmFpi
Rent Burden Splits: <30k Earners Spend Half Income
If you want to understand America's renters, digest the implications of two charts from Harvard's Joint Center for Housing Studies. 1) Rent affordability is a bifurcated issue. Making >$30k? More than half your income goes to rent.. Making >$75k? You're spending...
Ukraine Shows Airpower's Limits for Iran Conflict
The limits of airpower - what are the lessons from #Ukraine in #Iran ? #avgeek #defence #Iranwar https://t.co/qhtkN3j2VB https://t.co/h0v6Nal4fT
Swire Pacific Raises HK$1.79bn, Keeps 45% Cathay Stake
Swire Pacific has sold 153,059,000 shares in Cathay Pacific, with the net proceeds expected to reach HK$1.789 billion. Swire will retain 45.12% ownership of the airline after the sale. HKEX filing: https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0313/2026031300119.pdf
New Drug May Replace CPAP for Sleep Apnea‑Heart Risk
On @fox5ny with @stevelacy and natashacurrytv discussing the very real connection between sleep apnea and heart disease. There may be a drug therapy on the horizon to free us of the clap machine. @helloheartapp @morehouseschoolofmedicine mag1849_ medical_association_of_atlanta
White House Declares Vaccine Debate over, Eyes MAGA‑MAHA Alliance
“We’re just kind of done with the vaccine issue,” said one White House official. “We’ve done what we want to do on the vaccine front.” On the future of the MAGA-MAHA alliance, w/ @ChelseaCirruzzo https://t.co/g6goE2TC6e
5‑Minute Calcium Scan Beats Cholesterol for Heart Risk
The Coronary Artery Calcium Scan - The Heart Disease Test You've Never Heard Of There's a 5-minute heart scan… No needles. No treadmill. No contrast dye. And it predicts heart attack risk better than cholesterol alone. https://youtu.be/XVNLubDAE-M
Transparency Beats Price Wars: Retailers’ 2026 Strategy
Instead of racing to the bottom as consumers double down on price, race to the top with pricing transparency. How Retailers Can Navigate 2026 Now That Price Has Become The Deciding Factor via @forbes https://t.co/RlfcUY7DPZ
Expanding Billy Bishop Airport Is Vibes‑Based Mistake
Had a blast dipping back into the literature underpinning AEROTROPOLIS to explain to The Globe and Mail's Alex Bozikovic why expanding Toronto's Billy Bishop is purely vibes-based and would be a mistake. #makepearsongreatagain https://t.co/HdULIlfsVb
Bipartisan Housing Bill Passes Senate, House Remains Skeptical
Taking aim at #affordability: Bipartisan #Warren-#Scott bill aimed at speeding delivery of housing clears #USSenate. But #House has its own ideas. #realestate #CRE #multifamily #manufacturedhomes #Trump #POTUS #Dems #GOP #mortgage #NHC #SFrentals https://t.co/QKytaGiSA3
White House Must Nominate CDC Director by March 25
On the clock: The White House has until 3/25 to nominate a new #CDC director. The Federal Vacancies Reform Act states a job like CDC director can only be filled on an acting basis for 210 days from the creation...
Healthcare Spending Jumps 7.9%—Outpacing Inflation
Spending on healthcare services is up 7.9% year over year, far higher than the inflation rate reported in the CPI https://t.co/Mt0STaWkJz
Crude, VIX, Bitcoin Surge After US‑Israel Iran Attack
big picture % change since U.S. & Israel attacked Iran... crude + $VIX & Bitcoin up the most... https://t.co/lK9FCWy5TY
Manhattan Apartment Supply Declines Two Years Straight
A sobering trend: #Manhattan apt inventory dropped every month for 2 years running. Building boom fails to stem tide of rising demand. 'Construction expanding but it's been uneven by boro' #NYC #realestate #CRE #multifamily #condo #mortgage https://t.co/a0FkHCJC3x
Government Policies, Not Investors, Drive Unaffordable Starter Homes
While Congress wrongly attacks institutional housing investors, my latest @opinion column explores several of the govt policies that actually increase US home prices and make building a "starter home" impossible today: /1
Analysts Predict Future Hikes Already Passed
A hallmark about most fancy analysts, including many I respect, is that they don't appear to be filling up at the gas station. Most of them talk about future price hikes in the coming days, not realizing that they have...
Sovereignty Redefines Telecom Opportunities and Strategic Dimensions
What does sovereignty mean for telecoms? I've had an initial attempt to categorise the main opportunities and dimensions Read the full article and get involved in the Unthinkable Lab on April 23rd, by myself & @ADCCo and assisted by the @TelecomTV...
Manufacturing Craves Skilled Workers: A Golden Career Opportunity
Manufacturing's urgent need for millions of skilled workers can't be ignored. Is the next generation missing out on a massive opportunity? Stream now: 🔗 https://t.co/fTtkIZAIFw 📽️ https://t.co/uPpmryydIk 🔗 https://t.co/DmYp21N5Kv #ManufacturingJobs #SkilledTrades https://t.co/hw3WnXwzy3
Women Wait Twice as Long for Autoimmune Diagnosis
The average woman waits 7 years to be diagnosed with an autoimmune disease. The average man waits 3. Why?
Kennedy's Base Pushes Vaccine Rollback, White House Resists
What happens when Kennedy's MAHA base's hunger for further dismantling of vaccination policy is at odds with the White House's midterm election strategy? We may be about to find out, @_daniel_payne & @ChelseaCirruzzo report. https://t.co/uiTS6XJgP0
White House Claims Vaccine Rollout Complete; MAHA Pushes Back
White House says it’s ‘done’ with vaccines. MAHA begs to differ https://t.co/atqj3ymMqe via @_daniel_payne @ChelseaCirruzzo
Bank Pull‑backs Expose Private‑credit Risk Like 2008
The part that rhymes with 2006-2008 is that Banks were providing warehouse lines to Mortgage Co.'s who would then originate mortgages & Wall Street would buy them, repackage them (MBS/CDO's) & sell them to the world. When delinquencies spiked, the...
Criteo CEO Discusses AI‑Powered RecSys, Automation, OpenAI Deal
This week on the Mobile Dev Memo podcast, I interview Criteo’s CEO about the company’s RecSys system for retail use cases, its Criteo GO automation platform, and its recently-announced partnership with OpenAI. https://t.co/Tuy7wrnLJg
Nobel Laureate Warns Iran Conflict Will Have Grim Fallout
'That looks low to me': Nobel Prize winner issues grim warning on Iran war consequences https://t.co/NYGEg5JWU3
UAE's Defense Spend Dwarfs Iran's Attack Budget
Context matters Iran spent: Ballistic missiles: ~$165–330M Drones: ~$11–27M Total: ~$177–360M UAE spent: Ballistic missile defense: ~$1.2–1.52B Drone defense: ~$253–759M Total: ~$1.45–2.28B "UAE spent 5-10x more defending than Iran spent attacking" https://t.co/36WBaQgePE
U.S. Defense Secretary Says No Clear Evidence of Iranian Mines
US Defence Secretary Hegseth says there is "not clear evidence" that Iran is laying mines in the Strait of Hormuz
OPEC Analyst Explains Iran War Impact on Oil
🎙️ NEW PODCAST 🎧 In the latest episode of the Oil Ground Up podcast, I spoke with @ncitayim for a view on the Iran war from one of my absolute favourite OPEC and Middle East oil analysts, reporting from the Gulf. (Link...
Disney, Apple Launched SVOD Too Cheap; HBO Max Prices Fell
This chart basically shows that Disney and Apple significantly underpriced their initial SVOD services as they were in aggressive subscriber-acquisition mode Meanwhile: The cost of HBO Max/Max actually went *down* from 2020-26 when adjusted for inflation https://t.co/exxGKeyyDA
Local Currency Checkout Boosts International SaaS Revenue 20‑40%
Worked with 60+ startups and a common repeated mistake that left a lot of money on the table: Charging international users in USD The data is pretty clear — local currency checkout increases international conversion by 20-40% SaaS founders can now do this...
Hotels Using Bait‑And‑Switch After Cutting Hot Breakfasts
Holiday Inn Cut Hot Breakfast Months Ago — But Some Hotels Are Pulling A Bait-and-Switch [Roundup] - View from the Wing https://t.co/rgCtMCjmF9
Fraudster Hijacked Produce Shipments Using Fake Company Credentials
“In one alleged scheme, Canals used a company's name and email signature block without authorization to contact produce suppliers and request shipments. While the produce was en route, he allegedly diverted the deliveries to a different location and never paid...
Hegseth
At presser this morning, @PeteHegseth complained about CNN reporting that the war against Iran is intensifying. Then he and Gen. Caine both said more munitions would be dropped today than at any other time in the conflict.