Stuyvesant Square

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[Stuyvesant Square @StuySquare]

Managing Director's tweets designated "JGC"

[Stuyvesant Square @StuySquare]

#BREAKING: #China imposes export bans on US rare earth companies in retorsion for US ban on exports of sensitive dual use equipment
https://t.co/6dghwBJc0p

[Stuyvesant Square @StuySquare]

#BREAKING: UK PM @Keir_Starmer expected to resign within moments as @10DowningStreet prepares for address.
UK politics live: Sir Keir Starmer to address nation amid speculation over possible exit - https://t.co/5BuCD4148i via @FT

[Stuyvesant Square @StuySquare]

https://t.co/U1xAss2VBr

[Stuyvesant Square @StuySquare]

ICYMI: May Jobs Creation Is Illusory - Details Show Weakness, War Remains Concern

[Stuyvesant Square @StuySquare]

The headline May #Jobs datapoint overstates the strength of the economy. And the #IranWar‌ war certainly won't bolster it. https://t.co/U1xAss2VBr

[Stuyvesant Square @StuySquare]

May #jobs prints at 172,000 vs consensus of 85,000. Unemployment prints at 4.6%. U6 is 8.1% Look for our full jobs report, including our exclusive jobs by average payroll and outlook later today at @SeekingAlpha by our J.G. Collins https://t.co/ux7OsYVJgF

[UnveiledChina @Unveiled_ChinaX]

The illusion of a Chinese real estate recovery has officially shattered.

Fresh data from April 2026 reveals that the brief stabilization seen earlier this year was nothing but a mirage, as the property market relapsed into a severe decline. New home prices collapsed by 3.5% year-on-year, marking the sharpest drop in nearly a year. The underlying metrics paint an even grimmer picture of the damage: overall real estate investment plummeted by 13.7%, while new home sales by floor space contracted by another 10.2% as buyers completely pulled back.

This is a systemic crisis for a sector that historically generated 25% to 30% of the nation's entire GDP. Because real estate serves as the primary store of wealth for the vast majority of Chinese households, this compounding crash is actively suffocating domestic consumption. With massive excess inventory left completely unsold, the ongoing relapse is draining developer finances, starving local government budgets of critical land-sale revenue, and dragging down overall economic growth.

#ChinaEconomy #RealEstateCrash #GlobalFinance #EconomicData #HousingMarket

[Floridap8triot @Floridap8triot]

Video of the George Washington Bridge shows loose cement and clear instability. The structure looks worn down and unreliable right over heavy traffic. This is another example of New York City infrastructure in decline. Drivers pass under it daily like it’s normal, but it’s not.
New York City is dealing with failing roads, bridges, and systems that are not being properly maintained.

The George Washington Bridge is a key part of that. Decades of neglect have led to visible crumbling and safety concerns that should have been addressed long ago. Tax dollars are supposed to keep this infrastructure solid, yet here we are with pieces coming loose while people commute.

[Stuyvesant Square @StuySquare]

@Popcorn00Fresh @Learn_to_Croon @ExxAlerts @grok Landlords cannot refuse to take tenants offering Secion 8 vouchers..l

[Stuyvesant Square @StuySquare]

The @nycgov allows no means for landlords to recover the costs of major capital improvements, puts mentally deranged tenants in private residences at taxpayer expense, and endangers other tenants who vacate thelr leases. And it wonders why ther is a housing shortage. @ceaweaver

[E X X ➠A L E R T S @ExxAlerts]

ALERT: NYPD finally removed a tenant who destroyed an apartment almost 2 years after the landlord filed for eviction, according to The Post.

Amy Simek says Falade Aderidigbe moved into a newly built East Harlem apartment on March 1st, 2024, and paid $2,350-a-month rent with a NYC Human Resources Administration voucher.

Falade then caused around $30,000 in damage to the apartment by ”breaking down the walls, ripping out sheet rock, and destroying the bathroom.”

Amy and her son, Kevin, say they also had to spend aeround $40,000 in legal fees to evict Falade.

Eviction proceedings commenced in August 2024, and Falade’s lease ended on Feb. 28, 2025.

Amy told the post, “He happily destroys our lives for two years, and I can’t get a judge to remove him from this apartment.”

Amy stated, “You take people in a homeless situation and put them in a private landlord situation and … they put the burden on us. We’re not social workers. We do this as a business. I can’t understand why they don’t help this guy. He needs so much supervision. He’s a threat to the neighbors.”

3 tenets cut their leases short because they felt unsafe, and Kevin said the city puts mentally ill patients in private homes, “washing their hands of it.”

@nypost

[Bloomberg @business]

Sugar futures in New York posted the biggest gain in a month on concerns that an emerging El Niño weather pattern could curb rainfall and damage the cane crop in India, the world’s second-largest producer https://t.co/MMQx9np5iG

[South China Morning Post @SCMPNews]

The measure, which goes against World Health Organization guidance, underscored growing fears of contagion. Read more: https://t.co/HbT5P4OIHv

#drcongo #uganda #ebola

[Stuyvesant Square @StuySquare]

Happy to report @shakeshack ($SHAK) up 5.6% today after our "hold" order on the 25th and purchases by the founder and institutions. Could @dhmeyer be planning to re-assert control to correct SHAK's chronic inconsistency and profitability issues to return to α-level returns?

[Stuyvesant Square @StuySquare]

Casual dining chain @shakeshack ($SHAK) stock has lost 1/3 of its value since the start of May.
Something's Gone Wrong At Shake Shack. Here's How To Fix It https://t.co/Ziui2qR7Ep

@HedgeyeRestos @sarahwhit10

[Stuyvesant Square @StuySquare]

#BREAKING:
https://t.co/BFzhS4u4kf

[Bloomberg @business]

Japan’s currency is poised to strengthen against the US dollar, reversing months of underperformance and threatening to upend a popular trade that relies on a weak yen, according to Eurizon’s Stephen Jen https://t.co/zomnWeVl6t

[Stuyvesant Square @StuySquare]

Casual dining chain @shakeshack ($SHAK) stock has lost 1/3 of its value since the start of May.
Something's Gone Wrong At Shake Shack. Here's How To Fix It https://t.co/Ziui2qR7Ep

@HedgeyeRestos @sarahwhit10

[Stuyvesant Square @StuySquare]

Casual dining chain @shakeshack ($SHAK) stock has lost 1/3 of its value since the start of May.
Something's Gone Wrong At Shake Shack. Here's How To Fix It https://t.co/Ziui2qR7Ep

@HedgeyeRestos @sarahwhit10

[Serkan Tanyildizi @srkntnyldz]

Nerdeyse Oksijenin bile olmadığı 7620 metre yükseklikten paraşütsüz atlayan Luke Aikins, 30x30 metrede kurulan ağ düzeneğine paraşütü olmadan iniş yapıyor.

Tarihte hiç bir uçuş ekipmanı olmadan bir uçaktan atlayıp, yine ekipmansız inebilen tek kişi…

[Stuyvesant Square @StuySquare]

#BREAKING: @LIRR workers have reached a tentative agreement to settle their strike. But service will remain suspended through at least Tuesday

[Ronnie Stoeferle @RonStoeferle]

The US is pouring more capital into AI data centers in 6 years (~$930B) than the inflation-adjusted cost of the Marshall Plan, Apollo, Manhattan Project, and the Interstate Highway System — combined.

Meanwhile: AI ≈ 45% of the S&P. Energy ≈ 4%.

Everyone is overweight the thing that needs power. Underweight the power.

H/T @ekwufinance