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Bill Ackman: "One thing I believe is that the private equity, venture capital and real estate portfolios are mismarked" Ackman on Harvard and Yale endowment's exposure to private equity and VC. One of the best clips I have seen From his recent interview at University of Austin

Seems like a big deal for demand

This is a great chart by Carta

Great video of the latest Waymo tech

Low property taxes benefit the Olds. High property taxes benefit the young

Privatize the profits but the government keeps the risks seems like the worst of all possible scenarios.

Three charts for weekly home sales and inventory: ➡️Most new listings in years ➡️Inventory is back to pre-pandemic levels ➡️Weekly pending home sales for May '25 will show YoY growth over May '24.

Existing home sales Reports from July to November for the months of June to October will have historic low comps to show growth year over year

What does America get from foreign students? - They subsidize American students' education - They inject life into small towns across America - They do a large portion of America's STEM research noahpinion.blog/p/america-need…

Connor is always so cogent in his analysis. Seems like the inventory growth keeps flowing and downward price pressure accelerates.

Get the inside scoop on what is happening in your market ➡️ na2.hubs.ly/y0cQtx0

::whistles::

Only ride with a human when there is a shortage of robots drivers.

This is so interesting! A lot of folks like to point to the elevated multiple-jobs stat as evidence that the economy is worse than reported. But in fact it is evidence of strength.

I tried to clarify this in the last decade, as advanced degrees had the highest percentage of multiple job holders.

Engagement numbers with ChatGPT are “addiction level”. I wouldn’t describe my usage behavior as addiction-like though. For example: I can’t keep Instagram or Toktok apps on my phone. Because even though I hate the experience, I accidentally burn tons of time with

Assuming you recognize in yourself addiction-like behavior with social apps like Instagram or TikTok, do you also feel addictive pull from ChatGPT? Or is your experience with ChatGPT different?