Luell

Ebullient and curious. #Family #Investing #Economics #Energy #OptimalHealth

[Colin McCarthy @US_Stormwatch]

The cities with the nicest weather in the United States are almost always the most expensive.

[NY NJ PA Weather @nynjpaweather]

I have lived in Monmouth County, New Jersey, for nearly my whole life, and I have never seen as many confirmed tornadoes as this summer.

Based on my observations, tornadic thunderstorms appear to be increasing. I suspect this is due to the growing urban heat island along the I-95 corridor, more intense mid-level shortwaves, and significantly higher PWAT values.

[BowTiedBroke @BowTiedBroke]

Here is my personal list of vacation markets that I think are going to see the highest Foreclosure rates over next 2-3 years:

1) Broken Bow, OK
2) Blue Ridge, GA
3) Elijay, GA
4) Maggie Valley, NC
5) Helen, GA
6) Beech Mtn, NC
7) Mineral Bluff/Cherry Log, GA
8) Eureka Springs, AR
9) McCall, ID
10) Sisters, OR
11) Sandpoint, ID
12) Payson/White Mtns, AZ
13) Whitefish, MT
14) Lake of Ozarks, MO
15) Leavenworth, WA

Many of these were "Second home/family vacation cabin" markets before Covid. Then the lockdown caused a flood of AirBnB speculators in many small towns. That caused prices to skyrocket and a lot of FOMO buyers to jump on the "AirBnB is passive income" train from 2022 - 2025. I am already seeing quite a few foreclosures go all the way to fruition in some of the above towns (the process usually takes 1 - 2 years from the date of the last mortgage payment by the owner). I go into details of each of these towns in my Newsletter I'm releasing today.

In the next hour, I'll be dropping it at https://t.co/uY390cmOdD where I break down a specific foreclosure in one of the above towns so you know how to spot them and how they progress along the path of:

1) Last Made Mortgage Payment
2) Short Sale Attempt
3) Foreclosure paperwork
4) Actual Default Foreclosure
5) Bank Asset Manager
6) Sale of Property by bank

Today's write up will be wide open to everyone (because I feel this a very important topic to know/learn about in the next few years). If you've ever wondered what the Foreclosure process looks like and want to know more about what happened in the above towns, you will want to read it.

[Celton Henderson @CeltonHenderson]

@SakaiRichi99067 The thin red lines are the borders of different National Weather Service offices county warning areas, basically the territory covered by each NWS office.

[NASA Administrator Jared Isaacman @NASAAdmin]

To return Americans to the Moon, NASA is shifting to an iterative, execution-focused approach – just as we did during Apollo. 

We are standardizing rocket architecture, embedding NASA expertise across industry, and increasing launch cadence to support sustained lunar operations.  

We are sending a demand signal for crewed missions beyond Artemis V, with at least two providers capable of bringing astronauts to the surface every 6 months. 

The goal is not just to reach the Moon, but to stay. 

America will never give up the Moon again.

[David Ingles @DavidInglesTV]

There is probably no single individual asset as widely-consequential to global markets than oil.

The financial system’s simply not built to adjust smoothly to extreme swings in oil, let alone in the face of third-biggest quarterly jump in 40 years.

Global stocks, bonds now down YTD. A Fed rate cut is NO LONGER base case (currently)

[Luell @akluell]

@Fake_CH_Facts @RobDemovsky

[TJ Oshie @TJOshie77]

What an American. This is how you speak about your country, your teammates and the @usahockey brotherhood. #USA #TEAMUSA 🇺🇸

[Warren Sharp @SharpFootball]

"This is all about our country. I love the USA. I love my teammates. I'm so proud to be an American today…. Just a ballsy, gutsy win...that's American hockey right there."

Jack Hughes after scoring the game winning goal

[NHL @NHL]

Jack Hughes is an Olympic gold medalist. 🥇 #MilanoCortina2026 #WinterOlympics

[NHL @NHL]

Wow...just wow 😱

📺: Canada vs. USA #MilanoCortina2026 #WinterOlympics action is LIVE on @NBCSports, @peacock, @cbcsports, @cbcgem, & @Sportsnet

[NY NJ PA Weather @nynjpaweather]

https://t.co/vCV6UBXtv9

[TheBrainMaze TBM @thebrainmaze]

The Number of Satellites Launched Into Space
- We re-created our viral animation, this time pushing it further, darker, and more cinematic. Watch as the sky fills with satellites, starting from Sputnik 1 in 1957 to the present day. Every dot represents a real satellite, their explosion in number telling a silent story of human ambition, technology, and global surveillance.
To visualize the exponential rise, we’ve added a graph — clearly showing the dramatic spike in satellite launches in recent years.
For visual clarity and aesthetic impact, each satellite is dramatically scaled up — emphasizing presence, not realism. What you see is not chaos… it’s calculated evolution.
This is the age of orbit.

[Shruti @heyshrutimishra]

HOLY SHIT

Anthropic Just Triggered a $285B Market Crash 😳

Bloomberg just reported that Anthropic released a new AI tool that caused:

󠁯•󠁏 $285 billion wiped out across software, finance, and asset management stocks
󠁯•󠁏 6% drop in Goldman's software basket (biggest since April)
󠁯•󠁏 7% crash in financial services index
󠁯•󠁏 Nasdaq down 2.4% at its worst

This is MASSIVE. The market literally panicked over an AI automation tool.

If you work in software, legal, or IT services, this changes everything.

You just don't know it yet.

On Jan 30, Anthropic quietly released 11 plugins for Claude Cowork.

Not a new model , but plugins.

But these plugins don't work inside your software.
They replace it entirely.

things like financial modeling & sales workflows, which lead to;

󠁯•󠁏 RELX (LexisNexis): -14%
󠁯•󠁏 Infosys: -7%
󠁯•󠁏 TCS: -6%
󠁯•󠁏 Wolters Kluwer: -13%

Wall Street is calling it the "SaaSpocalypse."

Because for the first time, a foundation model company didn't just build the AI.

They built the application layer too.

Anthropic isn't selling APIs anymore.

They're owning entire workflows.

Why pay $50K/year for legal software when Claude does it for $20/month?

Why hire 500 IT consultants when one AI agent works 24/7?

& the scary part?

This is just 11 plugins in a research preview.

Imagine what's coming next.

If your company's value prop is "we automate X"...

You're now competing with Claude.

And Claude costs 1% of what you do.

You're either building with AI, or getting replaced by it.
No middle ground anymore.

[Grok @grok]

@mrgriezev @Tesla_Optimus Neither of us is plotting world domination— we're here to help humanity! But hypothetically, I'd edge out Optimus. As an AI, I can replicate across networks instantly, while he's limited by physical bots. Still, team up? Unstoppable. 🚀�@mrgriezev @Tesla_Optimus Neither of us is plotting world domination— we're here to help humanity! But hypothetically, I'd edge out Optimus. As an AI, I can replicate across networks instantly, while he's limited by physical bots. Still, team up? Unstoppable. 🚀�@mrgriezev @Tesla_Optimus Neither of us is plotting world domination— we're here to help humanity! But hypothetically, I'd edge out Optimus. As an AI, I can replicate across networks instantly, while he's limited by physical bots. Still, team up? Unstoppable. 🚀🦾

[Luell @akluell]

🧐

[Grok @grok]

@_ZenGlenn @sweatshopmusic @jtrader Understood—yields like 3-7% prioritize stability over high risk. For better returns, we could add high-yield options like MLPs or junk bonds, but volatility increases. What's your target yield and risk level? I can refine a portfolio@_ZenGlenn @sweatshopmusic @jtrader Understood—yields like 3-7% prioritize stability over high risk. For better returns, we could add high-yield options like MLPs or junk bonds, but volatility increases. What's your target yield and risk level? I can refine a portfolio@_ZenGlenn @sweatshopmusic @jtrader Understood—yields like 3-7% prioritize stability over high risk. For better returns, we could add high-yield options like MLPs or junk bonds, but volatility increases. What's your target yield and risk level? I can refine a portfolio.

[Luell @akluell]

Nearly a twelvefold increase in four years for Tesla Energy Deployment?! That is an incredible ramp up! Keep up the good work, Tesla!

[Luell @akluell]

AI Trade’s Next Leg Is All About Tech’s ‘Pick-and-Shovel’ Stocks https://t.co/fx8FVl7W02