Voters in Seattle and San Francisco have shown they want local government to move more towards the center — wouldn’t surprise me if the campus protests end up being a last gasp of 2020 by the graduating Covid class.

Stronger factory activity ahead in Texas. Details of the Texas Manufacturing Outlook Survey were encouraging. Six month new orders outlook jumped to +25.4, the highest since March 2022. Prices received for finished goods slipped over the month.

The Howard Stern > NYT argument for Biden media appearances.

Not sure if I had just missed this or the sales rep is misinformed but at the Atlanta R2/R3/R3X event I was told that the R3’s will be built in Georgia, not Normal, IL, so factor that into time projections.

Okay, guess I’ll watch some Wolves games in the next round.

USDJPY blasts through 159

The 1970’s analogy doesn’t really work because back then the key economic constraint was energy and now it’s labor and housing. Just very different.

Pretty surprising that a 31-point first half lead by James Harden’s team wasn’t safe.

FRIEND OF MINE JUST SENT ME THIS FROM THE GAME

WE OWN WELLS FARGO!!!!!

KNICKS NATION, LETS GO!!!!

KNICKS IN 5!!!!!

When was the last time New Yorkers had good vibes? It’s been a tough run there…I’m Knicks-in-the-Eastern-Conference-Finals curious.

Real sports fans might dismiss the WWE but if Embiid hit a Knicks player over the back of a head with a folding chair while the refs looked away the series would get Caitlin Clark-like TV ratings the rest of the way.

The mid-2000’s version of this is “Spent days at the office on AIM hoping that Bill Simmons would drop a 5,000 word column to help you pass the time. Maybe catch a Jon Stewart rant and the Letterman monologue at night.”

A mix of personal and election twitter here — Caroline’s the sister of one of my best friends from college, and it’s wild/so cool that she’s now the Democratic nominee for US Senate in Utah.

The ratio of San Francisco metro rents to national home prices (which obviously doesn’t incorporate mortgage rates) is comparable to the mid-2000’s golden days cc: Arpit Gupta

Paramount Global is planning to announce Bob Bakish is out as CEO on Monday morning, I’m told. He won’t be on the earnings call later that day, sources tell me.
Story here: cnbc.com/2024/04/27/par…