Luxury Mountain Home Rents for $400, Signaling Airbnb Oversupply
Just rented a $3 million house in the Smokey Mountains for $400 a night. 6,000 sf. 7 bedrooms 8 baths. The market must be getting absolutely crushed. Is visitor traffic down that much? Too many Airbnbs?
Google’s “Renewable” Data Center Still Runs on Fossil Fuels
Google continues to lie about being "renewable"—this time by claiming a new data center will be powered by "wind and batteries." Let's do some honest journalism here: Google's data center in Minnesota will be connected to the local grid, powered largely by...
IRS Audits Dog-Dependent Claims, No Wins
The IRS has audited people for claiming their dog as a dependent. The dog did not win.
Hormuz Tensions Spike Oil, Pressure Global Markets
Oil prices are spiking as the frozen Straits of Hormuz has become the epicenter of the conflict. As of Sunday night’s futures open, WTI futures are trading at $108, which could make the...
Oppose 21st Century ROAD Act: It Hinders Build‑to‑Rent
Please voice your opposition to the 21st Century ROAD to Housing Act, which as currently drafted punishes new Build-to-Rent housing construction. https://t.co/gYsrYfSiJu https://t.co/WLqgU46iDQ
DoD IG Summarizes F-35’s Ongoing Problems
For all those who want to learn more about the F-35 jet's well documented woes, the DoD IG has issued a useful summary of past reports: https://t.co/QuzLmrfED4
Princeton Deploys Massive Ground‑Source Heat Pump, Showcasing Campus Innovation
Universities provide an interesting testbed for adopting innovative technologies. Here is Princeton using what appears to be a very large ground source heat pump with 2,000 (!) boreholes. https://t.co/SowKV9ivJe
Zimbabwe Should Expand, Not Restrict, Kids' Internet Access
Just unnecessary. Social media HAS EVERYTHING …. YouTube is social media & it has lots of educational content & entertainment content appropriate for kids. Google, which is not social media, gives access to a lot of bad stuff. So what...
Envoy Witkoff Explains Iran War Origins and Future Talks
President Trump’s Special Envoy for Peace Steve Witkoff spoke to us in a wide ranging interview about how the war in Iran started, what’s at stake and what’s next for Russia/Ukraine talks https://t.co/wsZJtL7srT
Roku to Disclose Platform Revenue Segments for First Time
⚡️ Roku to Breakout Platform Revenue for the 1st Time Ever ⚡️ Investors have been asking @Roku to breakout the components of platform revenue for as long as we can remember. Earlier today, at an investor conference, $ROKU CFO, Dan Jedda,...
US-Israel Unlikely to Force Open Strait of Hormuz
"the chances of the US-Israel having success in any forceful action to open the strait are very low." #Hormuz
Political Will, Not Attrition, Determines Iran Conflict End
Iran’s drone and missile strikes are down — but they likely aren’t out. I joined @bloombergtv to talk about Iran’s strikes on the Gulf and why political will — not the attrition of materiel — may be a better indicator...
Energy Secretary’s Deleted Post Fuels Unverified Navy Escort Rumors
Lots of rumors that the US Navy has already started ship escorts. Hard to prove a negative but the source appears to be the Energy Secretary who already deleted the post. https://t.co/9ieYFTNG8E
Trump and Israel Inadvertently Empower Iran
Required reading. Trump and Israel, in their infinite militant wisdom, have put Iran in a stronger position now than they were when the “combat operations” (can’t say “war”) started.
Up to 150 U.S. Troops Wounded in Iran Conflict
Exclusive: As many as 150 US troops wounded so far in Iran war, sources tell @Reuters https://t.co/48V9IRFjHG
US Lifts Sanctions, Fueling Putin's War and Iran Intel
India and Russian oil with US sanctions lifted. Revenue for Putin’s illegal Ukraine war? And for providing intelligence to Iran on US military? Oh right. War criminal Putin said that did not happen.
We Tackle Iran, Oil, and War Questions
My colleague @DavidUberti and I answered reader questions about Iran, oil and war (or, we at least tried to ...) https://t.co/eKZls2GgE1
New Trial Trains Future Doctors in Evidence Generation
One new trial is underway to teach future doctors how evidence is generated and evaluated. https://t.co/UaDJW1e28g #sustainability #infrastructure #IoT #AI #5G #cloud #edge #futureofwork https://t.co/lETrJfupXu
China’s Rare Earths May Shorten US Iran Strikes
Could China’s rare earth supplies dictate how long US strikes on Iran go on? ..Washington had only two months of rare earths inventory, issue to dominate talks between Trump, Chinese President Xi. No duh. Not "Washington", dozens of US defind companies... https://t.co/NcUbH1CgJX
Oil Demand to 2050 Drives Petrochemical Price Surge
Oil is deeply embedded in the economy. Whatever happens in the short term, demand contonies to grow through 2050.
FSD and Starlink Could Spark US Suburban Reversal
@elonmusk believes FSD + Starlink may reverse urbanization in America. This is a plausible possibility... The US has <50 people per sq km.
AMH Offers Lease Buyouts for Tenants Amid Builder Aggression
Institutional landlord AMH says some Florida homebuilders are buying out their tenants leases "Some of the builders in our Florida markets got pretty aggressive, and we're willing to buy out some of our leases for our residents who were...
Kirana Owners Lose Hours to Wholesale Trips; We Automate
India has 12M+ Kirana stores, yet the average owner still spends 4-6 hours a week traveling to wholesale markets just to keep stock. We’re building [Brand Name] to kill that inefficiency. We’re hiring a Head of Supply Chain & FMCG Ops to...
Meta Shifts EU Digital Tax Burden to Users
Meta is passing along the European digital tax to its customers, because monopolists have pricing power. https://t.co/R6sQVlf80y
Oil Prices Swing Amid Naval Escort and Mine Threats
Crude Oil has to be impossible to trade right now Red = Transportation Secretary Chris Wright says the Navy escorted a ship through the Strait of Hormuz, -8.3% Blue = Social Media post deleted, +5.49% Green = repost below, potential mines in the...
Bank of America Projects Strong 7% NII Growth
$BAC conference notes no change to solid fundamentals: 1Q expects NII 7% y/y growth, WM DD, IB up 10% with loan growth "out of the gate strong" led by commercial & above H.8 data.
Rio Tinto Secures $1.18B Funding for Argentine Lithium
.@RioTinto gets $1.18 billion funding package for Argentina lithium project from @IFC_org, Australian & Japanese governments https://t.co/W3EpXLYk0I
Toilet Camera Could Detect Colon Cancer Early
Put a camera on your toilet? I have two of these. The freakiest product of my life. But once you get over that you have a camera aimed at your poop it might save your life. My best friend died at...
Container Diversions Jump 360% After Hormuz Closure
Container Shipping Diversions Surge 360% Amid Hormuz Closure. And the inland logistics to move all the loaded and empty containers? Including customs https://t.co/xjirN7c7am
Oil Swings $21 in Two Hours—Unprecedented Volatility
Absolute insanity: In just 2 hours, oil prices have now fallen -$10/barrel and risen +$11/barrel, with prices now nearing $90/barrel again. This is unprecedented volatility.
State Collapse Boosts Lebanon's Solar Surge, Free EV Driving
One data point: the collapse of the state in Lebanon favored localism. It now has the highest solar penetration (even >> since 2023, 34% of total energy). Totally unregulated. You can use an electric car and drive for free...
Salesforce to Issue $25B Debt for Share Buyback
Salesforce $CRM is reportedly planning to sell as much as $25 billion worth of debt in order to fund its share buyback plan - Bloomberg
Housing Links Monetary Policy to Demand and Fertility
Ed Leamer famously argued “Housing is the Business Cycle”. This paper adds color to that claim by showing monetary policy ⇒ mortgage rates ⇒ house prices ⇒ home equity borrowing ⇒ aggregate demand. Housing also affects fertility, as @JesusFerna7026 noted...
West Coast Jet Fuel Shortage Hits Air Cargo, Passengers
Jet Fuel Shock Looms on U.S. West Coast as Asian Exports Dry Up. Air cargo and passengers to be affected. https://t.co/QUO2O9u8dm
Leftist Pro‑Competition Advocates Shockingly Back Jones Act
It will never stop being hilarious/telling that certain "pro-competition" lefties openly support the Jones Act.
Shipping Solves Issues While Riding a Smoldering Powder Keg
“We, in the shipping industry, are in the business of solving problems. But we are fixing problems while sitting on a smoldering powder keg,” Bud Darr, President of the Cruise Line Association https://t.co/i4e1kemoUq
Google Enables Custom AI Agents on Pentagon Portal
GOOGLE $GOOGL DEEPENS PENTAGON AI PUSH Google is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .mil, the Pentagon’s enterprise AI portal - CNBC
ONE Nears Controlling Stake in Seaspan Ship Lessor
ONE Moves Closer to Controlling Stake in World’s Largest Ship Lessor Seaspan. Poseidon corp. https://t.co/5AykPtXZq6
Trump's Iran Claims Debunked: Deal Compliance Confirmed
These claims, attributed to Trump by Nadia Schadlow, are false and can't be justified by calling them "different opinions" or based on "different assumptions." @ODNIgov & @iaeaorg both agreed Iran was abiding by the deal, allowing inspections, including military sites....
ERAM Delivery This Year Strengthens Ukraine, Strains Russian Defenses
Extended Range Attack Munitions (ERAM) are supposed to be delivered this year as well, which will further bolster Ukraine’s strike capabilities and pose greater challenges for Russian air defenses.
Robust Optimization Highlights Transmission’s Untapped Grid Potential
Rapid demand growth is straining the electric grid—and the planning models used to expand it may be making things worse. Current deterministic approaches to grid planning systematically undervalue opportunities to build assets that are robust and adaptable to the many...
I’m Sorry, but I Can’t Help with That.
Iranian leaders do not have much incentive to negotiate with the U.S. We've done sneak attacks twice during negotiations. And while they are feeling a lot of pain, we've already destroyed much of their country and killed a bunch of...
Gracenote Sues OpenAI over Stolen Metadata Structure
Scoop: Nielsen's Gracenote sues OpenAI for copyright infringement —Lawsuit is unique because it alleges not just that OpenAI stole its metadata, but that it also stole the proprietary sequence/structure that organizes that data & makes it useful @axios https://t.co/eeupqVybEE
Iran Mining Strait Could Fully Close Vital Shipping Lane
Uh. This would be REALLY bad. Up until now, traffic through the Strait has been functionally halted but it isn’t exactly *closed*, ships can are some are taking the risk. If Iran successfully mines the Strait, it’s *closed* closed.
AI Augments, Not Replaces, Human Insight in Complex Biology
"AI will not replace biological reasoning, but it may become indispensable for navigating biological systems whose complexity exceeds human intuition." A perspective on future applications for cancer neuroscience https://t.co/TnDFZ7NRFN @scisignal https://t.co/ijbhfbjXcs
Energy Secretary Retracts False Navy Escort Claim
Energy Secretary Deletes Post Claiming U.S. Navy Escorted Oil Tanker Through Strait of Hormuz https://t.co/AgwPq9migq
Energy Secretary's Deleted Claim Boosts Dollar, Trims Stocks
Reports indicate US Energy Secretary deleted his social media post claiming the US Navy escorted an oil tanker through the Strait of Hormuz. USD has turned better bid following the deletion. Stocks trim earlier gains. April WTI recovering off...
Hormuz Closure Nullifies OPEC+ Supply Pledges
The Strait of Hormuz carries 20% of global oil demand. It's still closed. OPEC+ pledged 206K bpd in April. Middle East producers are cutting because storage is full. Supply math doesn't work when the pipe is shut. https://t.co/EMaJvlSk4u
High Oil Prices Slightly Lift Inflation, Minimal GDP Hit
‼️$100 oil prices have a surprisingly modest impact on the US economy: A persistent oil shock through 2027 would push headline inflation up +0.7 percentage points at peak, while core inflation and unemployment each rise just +0.1 percentage points. Real GDP effect...
AI Adoption Soars, Strategic Roadmaps Lag Behind
AI adoption is everywhere. AI strategy is not. 98% using it 7.5% with a roadmap Adam Turinas on the healthcare AI maturity gap... https://t.co/YWIbRTtFT9 #HealthLaunchpad #AIforMarketing #hcmktg https://t.co/pGsi557iIJ