@sociary.bsky.social
Supply chain & manufacturing man in Phoenix.
Reposted
South Korean soldiers attempting to enter the National Assembly repelled by a fire extinguisher and camera flashes.
December 3, 2024 at 5:35 PM
South Korean soldiers attempting to enter the National Assembly repelled by a fire extinguisher and camera flashes.
Reposted
Quebec's subsidized daycares, 20 years in:
🧠 "sharp improvements in child development"
👶 births up
💼 85% of women 26-44 work, world's highest rate & 4x growth of Canadian average
💵 bigger payroll tax base from those moms essentially funds the program
getpocket.com/explore/item...
🧠 "sharp improvements in child development"
👶 births up
💼 85% of women 26-44 work, world's highest rate & 4x growth of Canadian average
💵 bigger payroll tax base from those moms essentially funds the program
getpocket.com/explore/item...
The Global Legacy of Quebec’s Subsidized Child Daycare
With more than two decades behind it, the Quebec program that spawned an affordable child care model has some lessons for the rest of the world.
getpocket.com
December 3, 2024 at 4:30 PM
Quebec's subsidized daycares, 20 years in:
🧠 "sharp improvements in child development"
👶 births up
💼 85% of women 26-44 work, world's highest rate & 4x growth of Canadian average
💵 bigger payroll tax base from those moms essentially funds the program
getpocket.com/explore/item...
🧠 "sharp improvements in child development"
👶 births up
💼 85% of women 26-44 work, world's highest rate & 4x growth of Canadian average
💵 bigger payroll tax base from those moms essentially funds the program
getpocket.com/explore/item...
Reposted
Freddie Mac estimates the current housing shortage is 3.7 million units.
We need a lot more single-family and multifamily homes rent – for sale and for rent – every single year.
Bottlenecks around land, labor, and materials (not to mention cost of $) prevent any fast solution here.
We need a lot more single-family and multifamily homes rent – for sale and for rent – every single year.
Bottlenecks around land, labor, and materials (not to mention cost of $) prevent any fast solution here.
November 27, 2024 at 1:38 AM
Freddie Mac estimates the current housing shortage is 3.7 million units.
We need a lot more single-family and multifamily homes rent – for sale and for rent – every single year.
Bottlenecks around land, labor, and materials (not to mention cost of $) prevent any fast solution here.
We need a lot more single-family and multifamily homes rent – for sale and for rent – every single year.
Bottlenecks around land, labor, and materials (not to mention cost of $) prevent any fast solution here.
Reposted
Note. Section 232 tariffs have to be investigated by Commerce Dept before they are implemented. That takes weeks to months. Then there is a comment period, where companies fight them or plea for waivers.
Congress has been working to curb executive branch powers but not actually passed any bills.
Congress has been working to curb executive branch powers but not actually passed any bills.
November 26, 2024 at 1:29 PM
Note. Section 232 tariffs have to be investigated by Commerce Dept before they are implemented. That takes weeks to months. Then there is a comment period, where companies fight them or plea for waivers.
Congress has been working to curb executive branch powers but not actually passed any bills.
Congress has been working to curb executive branch powers but not actually passed any bills.
Reposted
November 25, 2024 at 11:51 PM
Wonder how the South Koreans & Japanese are feeling ahead of the tariff announcements on their countries? Or should we expect Trump to be distracted with our larger trading partners.
November 26, 2024 at 12:23 AM
Wonder how the South Koreans & Japanese are feeling ahead of the tariff announcements on their countries? Or should we expect Trump to be distracted with our larger trading partners.
Reposted
my tariffs dialectic
1) People don't get how deeply held Trump's mercantilism is. He earnestly believes that if you have a positive balance of trade you are *winning* as a country. He isn't giving this up easily.
2) Trump is weak and easily led, he'll give up anything the moment the markets tank
1) People don't get how deeply held Trump's mercantilism is. He earnestly believes that if you have a positive balance of trade you are *winning* as a country. He isn't giving this up easily.
2) Trump is weak and easily led, he'll give up anything the moment the markets tank
November 26, 2024 at 12:04 AM
my tariffs dialectic
1) People don't get how deeply held Trump's mercantilism is. He earnestly believes that if you have a positive balance of trade you are *winning* as a country. He isn't giving this up easily.
2) Trump is weak and easily led, he'll give up anything the moment the markets tank
1) People don't get how deeply held Trump's mercantilism is. He earnestly believes that if you have a positive balance of trade you are *winning* as a country. He isn't giving this up easily.
2) Trump is weak and easily led, he'll give up anything the moment the markets tank
Reposted
The Francis Scott Key Bridge fell after the MV DALI lost power and struck a channel pier.
The pier column was hollow.
In this 🧵 details about the reinforced concrete pier design of the Key Bridge. 1/9
The pier column was hollow.
In this 🧵 details about the reinforced concrete pier design of the Key Bridge. 1/9
November 24, 2024 at 7:21 PM
The Francis Scott Key Bridge fell after the MV DALI lost power and struck a channel pier.
The pier column was hollow.
In this 🧵 details about the reinforced concrete pier design of the Key Bridge. 1/9
The pier column was hollow.
In this 🧵 details about the reinforced concrete pier design of the Key Bridge. 1/9
Reposted
there was a 1936 proposal to build a concrete ramp structure up to the midpoint of the eiffel tower so you could drive up it. and i, for one, think it’s a shame that there was never a trend of making world monuments more car-accessible.
November 24, 2024 at 7:07 PM
there was a 1936 proposal to build a concrete ramp structure up to the midpoint of the eiffel tower so you could drive up it. and i, for one, think it’s a shame that there was never a trend of making world monuments more car-accessible.
Reposted
To supplement Cathy's point on MX investments. Give her a follow! She's an amazing resource.
November 24, 2024 at 11:25 AM
To supplement Cathy's point on MX investments. Give her a follow! She's an amazing resource.
Reposted
Europe needs a significant exchange rate devaluation.
While the currency has weakened modestly in recent weeks, the macro divergences between the EUR and US suggest that this may be just the start of a major realignment.
Thread.
While the currency has weakened modestly in recent weeks, the macro divergences between the EUR and US suggest that this may be just the start of a major realignment.
Thread.
November 22, 2024 at 12:39 PM
Europe needs a significant exchange rate devaluation.
While the currency has weakened modestly in recent weeks, the macro divergences between the EUR and US suggest that this may be just the start of a major realignment.
Thread.
While the currency has weakened modestly in recent weeks, the macro divergences between the EUR and US suggest that this may be just the start of a major realignment.
Thread.
Reposted
Chinese cars pour in to Mexico, rattling the USMCA mexiconewsdaily.com/business/ana...
Analysis: Chinese cars pour in to Mexico, rattling the USMCA
Mexico is awash in Chinese cars. The U.S. and Canada look at the situation and wonder: What exactly is going on with our trusted partner in the USMCA?
mexiconewsdaily.com
November 21, 2024 at 9:49 PM
Chinese cars pour in to Mexico, rattling the USMCA mexiconewsdaily.com/business/ana...
Reposted
I looked at Trump’s 5 policy objectives to assess its impact on oil demand.
In short, impact is likely to be small overall but definitely leans bearish for oil demand from tariffs.
In short, impact is likely to be small overall but definitely leans bearish for oil demand from tariffs.
November 21, 2024 at 10:58 AM
I looked at Trump’s 5 policy objectives to assess its impact on oil demand.
In short, impact is likely to be small overall but definitely leans bearish for oil demand from tariffs.
In short, impact is likely to be small overall but definitely leans bearish for oil demand from tariffs.
Reposted
Deere miss
*DEERE 4Q NET INCOME $1.25B, EST. $1.06B
*DEERE 4Q CONSTRUCTION, FORESTRY NET SALES $2.66B, EST. $2.67B
*DEERE 4Q PRODUCTION, PRECISION AG NET SALES $4.31B, EST. $4.37B
*DEERE 4Q SMALL AG, TURF NET SALES $2.31B, EST. $2.25B
*DEERE SEES 2025 NET INCOME $5.0B TO $5.5B, EST. $5.83B
*DEERE 4Q NET INCOME $1.25B, EST. $1.06B
*DEERE 4Q CONSTRUCTION, FORESTRY NET SALES $2.66B, EST. $2.67B
*DEERE 4Q PRODUCTION, PRECISION AG NET SALES $4.31B, EST. $4.37B
*DEERE 4Q SMALL AG, TURF NET SALES $2.31B, EST. $2.25B
*DEERE SEES 2025 NET INCOME $5.0B TO $5.5B, EST. $5.83B
November 21, 2024 at 11:03 AM
Deere miss
*DEERE 4Q NET INCOME $1.25B, EST. $1.06B
*DEERE 4Q CONSTRUCTION, FORESTRY NET SALES $2.66B, EST. $2.67B
*DEERE 4Q PRODUCTION, PRECISION AG NET SALES $4.31B, EST. $4.37B
*DEERE 4Q SMALL AG, TURF NET SALES $2.31B, EST. $2.25B
*DEERE SEES 2025 NET INCOME $5.0B TO $5.5B, EST. $5.83B
*DEERE 4Q NET INCOME $1.25B, EST. $1.06B
*DEERE 4Q CONSTRUCTION, FORESTRY NET SALES $2.66B, EST. $2.67B
*DEERE 4Q PRODUCTION, PRECISION AG NET SALES $4.31B, EST. $4.37B
*DEERE 4Q SMALL AG, TURF NET SALES $2.31B, EST. $2.25B
*DEERE SEES 2025 NET INCOME $5.0B TO $5.5B, EST. $5.83B
Reposted
"Officials estimated the work would take approximately two years, but Amtrak said it developed an accelerated approach that expedited the project, which reduced the duration of the project to eight months." www.pennlive.com/business/202...
Amtrak completes $122M rail project between Harrisburg, Lancaster in time for Thanksgiving
Officials estimated the work would take approximately two years, but Amtrak said it developed an accelerated approach that expedited the project, which reduced the duration of the project to eight mon...
www.pennlive.com
November 21, 2024 at 4:43 PM
"Officials estimated the work would take approximately two years, but Amtrak said it developed an accelerated approach that expedited the project, which reduced the duration of the project to eight months." www.pennlive.com/business/202...
Reposted
SF and Silicon Valley have 67 million square feet of excess office inventory
therealdeal.com/sanfrancisco...
therealdeal.com/sanfrancisco...
Empty offices in Bay Area add up to $5.4B in lost revenue per year
San Francisco and Silicon Valley have nearly 67M sf of excess inventory, with millions more in the East Bay.
therealdeal.com
November 21, 2024 at 4:37 PM
SF and Silicon Valley have 67 million square feet of excess office inventory
therealdeal.com/sanfrancisco...
therealdeal.com/sanfrancisco...
Reposted
Lots More With Stinson Dean on Crashing Lumber Prices
open.spotify.com
November 20, 2024 at 10:24 PM
Reposted
Great piece, agree fully with its thinking.
Biden’s Climate Law Can’t Die. Wall Street Loves It Too Much.
A cynical optimist’s take on the Inflation Reduction Act.
heatmap.news
November 20, 2024 at 8:00 PM
Great piece, agree fully with its thinking.
Reposted
xAI valued at $50bn vs $40bn in prior round. This $5bn raise brings total YTD to $11bn. Revenue? $100mm annualized.
www.wsj.com/tech/ai/elon...
www.wsj.com/tech/ai/elon...
Elon Musk’s Startup xAI Valued at $50 Billion in New Funding Round
The artificial intelligence startup has told investors it raised $5 billion in latest funding round.
www.wsj.com
November 20, 2024 at 8:21 PM
xAI valued at $50bn vs $40bn in prior round. This $5bn raise brings total YTD to $11bn. Revenue? $100mm annualized.
www.wsj.com/tech/ai/elon...
www.wsj.com/tech/ai/elon...
Reposted
"Following the Commission’s vote, Hermes 2 is now the first electricity-producing Gen IV plant to be approved for construction in the United States."
#nuclear #energysky
kairospower.com/external_upd...
#nuclear #energysky
kairospower.com/external_upd...
Nuclear Regulatory Commission Approves Construction Permits for Hermes 2 Demonstration Plant - Kairos Power
FOR IMMEDIATE RELEASE NUCLEAR REGULATORY COMMISSION APPROVES CONSTRUCTION PERMITS FOR HERMES 2 DEMONSTRATION PLANT OAK RIDGE, Tenn. – November 20, 2024 – The U.S. Nuclear Regulatory Commission (NRC) h...
kairospower.com
November 20, 2024 at 7:41 PM
"Following the Commission’s vote, Hermes 2 is now the first electricity-producing Gen IV plant to be approved for construction in the United States."
#nuclear #energysky
kairospower.com/external_upd...
#nuclear #energysky
kairospower.com/external_upd...
Reposted
LA Ports: Inbound Traffic Increased Sharply Year-over-year in October www.calculatedriskblog.com/2024/11/la-p...
LA Ports: Inbound Traffic Increased Sharply Year-over-year in October
Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report si...
www.calculatedriskblog.com
November 20, 2024 at 7:44 PM
LA Ports: Inbound Traffic Increased Sharply Year-over-year in October www.calculatedriskblog.com/2024/11/la-p...
Reposted
Francis Scott Key Bridge rebuild and bridge design update.
This 🧵 overviews the bridge type, span lengths, pier protection, and how the replacement Francis Scott Key Bridge will be constructed. 1/9
This 🧵 overviews the bridge type, span lengths, pier protection, and how the replacement Francis Scott Key Bridge will be constructed. 1/9
November 18, 2024 at 3:40 AM
Francis Scott Key Bridge rebuild and bridge design update.
This 🧵 overviews the bridge type, span lengths, pier protection, and how the replacement Francis Scott Key Bridge will be constructed. 1/9
This 🧵 overviews the bridge type, span lengths, pier protection, and how the replacement Francis Scott Key Bridge will be constructed. 1/9
Reposted
Harold Hamm seems to have a lot of influence in the incoming Trump admin, but he's talking a very different game here than the >3MMbpd gain in oil production & the $40 oil price target you tend to hear from the Trump team
Interesting perspective here:
finance.yahoo.com/news/harold-...
Interesting perspective here:
finance.yahoo.com/news/harold-...
Harold Hamm: ‘Drill, Baby, Drill’ Faces Geology Barriers, Even Under Trump
Harold Hamm, Continental Resources founder and major Trump donor, says the U.S. faces real barriers to expanding production growth—even with Republicans controlling D.C.—as major shale basins mature.
finance.yahoo.com
November 20, 2024 at 7:23 PM
Harold Hamm seems to have a lot of influence in the incoming Trump admin, but he's talking a very different game here than the >3MMbpd gain in oil production & the $40 oil price target you tend to hear from the Trump team
Interesting perspective here:
finance.yahoo.com/news/harold-...
Interesting perspective here:
finance.yahoo.com/news/harold-...