Jane Sisam

[Jeffrey P. Snider @JeffSnider_EDU]

Asia's currencies are not the real story.

The real story is the dollar.

When currencies fall across an entire region at once, it is not a coincidence. It is a signal. Economies from South Korea to India to Indonesia are scrambling for dollars at the exact moment dollars are getting harder and more expensive to secure.

The signs of stress are not subtle. Emergency rate hikes. Joint inspections of major FX banks for the first time in over a decade. Central banks burning through foreign reserves only to watch their currencies slide anyway.

These are not routine policy moves. They are acts of desperation.

And the danger is the feedback loop: currency weakness becomes financial volatility, financial volatility accelerates capital flight, capital flight tightens credit, and tighter credit deepens recession pressure well beyond Asia.

Policymakers can respond. They cannot stop it. If the dollar shock keeps escalating, this does not stay contained.

[Ken McElroy @kenmcelroy]

How do you buy real estate with no money? Two ways. Sub-to or seller finance.

Most people have no idea what that even means. Here is how it actually works.

Start with expired listings. About 15,000 hit the market every single day across the country.

That means 15,000 agents just got fired today, after six months trying to sell those houses.

So you call the seller directly. Not as an agent. As a buyer offering to take over the payments.

In a county like Maricopa, that is 40 calls a day. Two or three sellers say yes. That is two contracts a day, just taking over payments.

Not a cold caller? You do not have to be. Sites like investorlift list sub-to and seller finance deals already negotiated and already in escrow.

Want land or rural apartment complexes instead? Landwatch has around 13,000 seller finance listings right now, a lot of them zero down.

Now the part people always confuse. Seller finance versus subject-to.

Seller finance is when the owner owns it free and clear and finances the sale to you directly.

Subject-to is when you take over the debt they already owe.

Think of an iPhone. If it is paid off, you negotiate a price and pay the owner monthly. That is seller finance. If they still owe Verizon, there is nothing to negotiate, so you just take over the existing payment. That is subject-to.

Same idea, whether it is a phone or a house. You do not need the cash. You need to know which deal you are looking at.

[Elon Musk @elonmusk]

Fauci committed so many evil crimes

[ITM Trading @ITMTrading]

What’s the big deal behind the SpaceX IPO? Jim Rickards breaks it down into two key points.

Full interview: https://t.co/djSsiYzp1m

#spaceX #gold #silver @DanielaCambone @RickardsNetwork

[Hunt Rose | Class B Industrial @NNN_Industrial]

Informative page on secular demand drivers for small-bay and mid-bay industrial in BKM Q1 2026 White Paper.

A few takeaways that stood out:

𝗘-𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲
• Delivery expectations continue to accelerate, increasing the need for smaller infill facilities supporting last-mile logistics
• U.S. retail e-commerce sales up 5.3% YOY
• E-commerce penetration as a percentage of retail sales has surpassed prior COVID highs
• Number of e-commerce users projected to grow ~10% through 2029
• E-commerce warehouse demand requires ~3x the space of brick-and-mortar retail (~1.2M SF per $1B of sales)

𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 / 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻
• Advanced technologies are becoming more accessible, allowing businesses to produce more output in smaller spaces and shifting demand toward functional, smaller-footprint facilities
• Industrial robot costs have declined ~75% over the past 15 years
• U.S. industrial robot installations grew 12% YOY

𝗠𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 / 𝗥𝗲𝘀𝗵𝗼𝗿𝗶𝗻𝗴
• Large-scale developments can create a "halo effect," where smaller and mid-sized businesses occupy nearby (often existing) industrial space
• Manufacturing construction spending has nearly tripled over the past decade
• Over 500 new projects announced since 2020 representing nearly $800B of investment
• Manufacturing leasing up over 35% in 2025

One demand driver not specifically mentioned: construction activity related to (i) data centers and (ii) infrastructure spending.

If I were adding a 4th category, I’d call it 𝗖𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻 𝗦𝗽𝗲𝗻𝗱𝗶𝗻𝗴:
• A meaningful percentage of the small and mid-bay tenant base supports construction activity (building materials, HVAC, electrical, plumbing, equipment rental, etc.)
• Public construction spending is up ~40% since 2020, driven in part by infrastructure spending initiatives
• Data center construction spending has increased over 400% since 2021

[Jane Sisam @JaneSisam]

@Crazymoments01 Father's can be protective too.

[Eric Daugherty @EricLDaugh]

🚨 WOW! President Trump announces the Lincoln Memorial Reflecting Pool — which 47 saved $300M on — is opening in 2 WEEKS

"They've been trying to get it open for years. They had NO IDEA what they were doing!"

Algae and goose poop CLEANED, American flag blue coating is about to glow! 🇺🇸

The left hates nice things.

[Ken McElroy @kenmcelroy]

Most people think a "write-down" is just an accounting adjustment.

It's actually a reality check on what an asset is truly worth in the market.

Right now, private credit is running into exactly that problem.

Assumptions from a low-rate world didn't hold. Rates rose, refinancing broke, and cash flows fell short. So instead of recognizing losses, funds are deferring them through selective defaults and payment-in-kind interest, where unpaid cash gets quietly added back onto the principal.

As Jeff Snider put it: "The real question isn't whether or not there's going to be losses. It's who's going to be left holding the bag."

The loss doesn't disappear. It just hides. And when the reset finally comes, someone will be left holding it.

[Ken McElroy @kenmcelroy]

Robert Kiyosaki explains why the rich don’t chase money… they own assets that pay them

“When you print money, the price of everything goes up… most people get poorer. I don’t work for money, I work for the asset.”

On May 20, we are going to sit down for two hours to walk through what the Fed transition means for interest rates, how the rate environment is reshaping real estate and debt, and where serious investors are positioning their capital in response.

Click here to join the free live webinar before spots fill up ⬇️
https://t.co/ENaORRXP3a

[The Associated Press @AP]

WATCH: Taiwanese grandmothers aged 89 and 91 train at the gym. An increasing number of elderly people in Taiwan’s super-aged society are hitting the gym to stay healthy, both physically and mentally.

[سيف الدرعي| Saif alderei @saif_aldareei]

After leaving OPEC, the UAE can now freely increase its oil production, thanks to the Fujairah Pipeline that bypasses the Strait of Hormuz.
The Emirates had planned and developed this independent export route for years, enabling it to add up to 2 million barrels per day.
A strategic game-changer in global oil markets that could help break the grip of high prices 😎

[Nature is Amazing ☘️ @AMAZlNGNATURE]

When the cows are finally released from the barn for the summer season.

[Valerie Anne Smith @ValerieAnne1970]

🚨SHOCKING CONFESSION: Former Cleveland Clinic Medical Director Dr. Daniel Neides breaks down in tears, apologizing to ALL his vaccinated patients.

"I didn’t provide informed consent…ABSOLUTELY DEPLORABLE on my part and I apologize to my patients."

[Lyn Alden @LynAldenContact]

My job is to entertain you most of the time, occasionally quell sensationalist headlines, and so forth.

You know, the normal stuff.

But each day the Strait of Hormuz remains closed is a growing global catastrophe that people are sleepwalking into.

That’s the signal.

[Jim Ferguson @JimFergusonUK]

🚨 THIS IS HOW SUPPLY CHAINS COLLAPSE

Australia right now:

Truckers stranded.
Fuel stations EMPTY.
No diesel… anywhere.
“I’ve driven 500km… not a drop left.”
And now?

Lines of trucks… just waiting.

No fuel = no deliveries
No deliveries = empty shelves

This doesn’t stay in Australia.

It spreads.
Watch closely — because once this starts, it moves fast.

[HSBC SVNS @SVNSSeries]

THREE IN A ROW 🏆🏆🏆

The all conquering Black Ferns Sevens are your #HSBCSVNS Series Winners 2026

#HSBCSVNSNY

[Rob @_ROB_29]

When service members and their fur missiles reunite.

[Jeffrey P. Snider @JeffSnider_EDU]

Former Goldman Sachs CEO Lloyd Blankfein said it a few days ago:

"It sort of smells like that kind of moment again. I don't feel the storm, but the horses are starting to whinny in the corral."

Then Jamie Dimon: "We did see this in 2005 and 2006 and 2007,almost the same thing. Everyone was making a lot of money. People were leveraging to the hilt. The sky was the limit."

These are guys who sat in the big chair at the biggest banks on Earth during the last crisis.

And they're both independently connecting the same dots.

Sizable credit bubble reversing.

Hedge funds getting hit with withdrawals.

Fund managers insisting everything is fine while gating investors.

Officials saying it's contained.

We heard all of this in 2007. Verbatim.

Now add an oil shock on top. Oil hit $120, dropped to $70, and is clawing back toward $100 despite governments releasing strategic reserves.

Sound familiar? It should. There was an even bigger oil shock in 2007-2008 that everyone's forgotten about because the credit crisis overshadowed it.

Doesn't mean 2008 is guaranteed. But the range of outcomes is narrowing in a direction nobody wants.

I'm going live March 26 at 6PM ET to walk through all of it. Where we are. What's accelerating. Where the signals point from here.

Register here
https://t.co/Ebs1EG1HOm

[Lyn Alden @LynAldenContact]

People here are sharing the most obvious AI-generated content and video game footage as though it's real.

Countless accounts here just peddle this stuff and uninformed people eat it up.

Check things before believing it or sharing it.

[Juan O Savin 107 @JuanOSavin107]

Nino went on Bannon this morning. Here is a clip. Of course, we know the rest of the story. Good work, bro. @ninoboxer