@TheMichaelEvery WSJ headline signals that the world no longer needs Chinese rare earths because the choke forced substitution development. This mirrors the oil story exactly: weaponizing supply chains forces the other side to rebuild without you.
Shilling for the other day job.
Reviewing the Proof Copy of the POD @WorldOfHundar, One Shot: Windborne Woes. It is a fun module and can be completed in one sitting.
BREAKING: AS OF THIS MORNING, 14 MAJOR HOUSING MARKETS IN BEARISH TERRITORY
These markets have negative year over year home prices with for sale inventory that is aggressively cutting prices and still can't find a buyer.
This is important as sellers are actively trying to find buyers, they cannot, and are continuing to cut prices. These markets are likely to go lower.
@mercoglianos Watch for Jul 24, 2026:
Section 122 tariffs expire by statute; Expected window for Section 301 final determinations and HTSUS rate publications on the probes for 16 countries (301 exceess capacity) & 60 countries (301b - forced labor)
@mercoglianos ...🤯🤯🤯 RFA continues to face a labor shortage and a shrinking fleet. It is down to nine active vessels, including tankers and supply ships
Neo-mercantilism with a Ricardian lens: mercantilism picks which fights are worth the efficiency cost. Comparative advantage decides where each piece sits on the board.
@antonia_mdprjct Kill is a strong word. For CBD I think the # of new large HQ office towers will decline due to vast re-sorting of who sits where (city/suburb/rural) & how many total will be employed. Over next 10 years, if not class A, I see a lot of demo to other uses or vacant.
@antonia_mdprjct It is an old organization. I have been encouraging LT1 (24) to join. He is the youngest in the room by 40 years.
https://t.co/p9LqHRkKpJ
@realEstateTrent It was okay, not great. A few rules in a `soul.md` or `writing_standards.md` to limit AI slop would help. Even better, red team the draft w/ another AI model. Rinse & repeat.
The bigger issue: Starbase rebuilt a pad in six mo. It might be 3-4x that in Flordia.