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Joined October 2011
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Daniel Greenamyre retweeted
The pattern is unmistakable.
Every time the government tries to spend to make something more affordable, it just raises the cost.
Look at this chart every time a socialist promises they will spend their way out of our affordability crisis.
Daniel Greenamyre retweeted
It’s now more expensive to hire a tanker from the US to China than to launch a rocket into space, per Bloomberg
Daniel Greenamyre retweeted
U.S. home sellers outnumber buyers by a record 563,000, creating a 58% gap, per Redfin:
Daniel Greenamyre retweeted
US housing demand has collapsed.
US new home sales fell -10.5% MoM in July, to 607,000 units, the lowest in 6 months and far worse than the -1.4% decline expected.
Excluding January 2026, this is the lowest level since November 2022.
New home sales have now fallen in 3 of the last 4 months and are down -6.3% YoY.
The Midwest was hit hardest, with sales plunging -42.7% MoM, to 43,000, the lowest level since 2012.
At the same time, sales in the South, the nation's biggest homebuying region, accounting for more than 60% of the total, fell -13.0% to 383,000, the 2nd-lowest level since January.
This comes as the 30Y mortgage rate hit 6.81%, its highest since August 2025, weighing on homebuyer demand.
The housing market is historically unaffordable right now.
Daniel Greenamyre retweeted
COVID didn't just expose a virus. It exposed how quickly Washington will strip away your basic freedoms the moment it's given an excuse.
Lockdowns that closed churches while liquor stores stayed open. Mandates that cost people their jobs. Restrictions with no science behind them, just fear and control. We cannot treat that as normal. Liberty doesn't survive if we forget how easily it was taken.
This level of uncertainty will create investor uncertainty. #AI bubble about to get tested.
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
Daniel Greenamyre retweeted
They don’t call him Special Ed for nothin. He needs to lay off the AI for a while.
Daniel Greenamyre retweeted
In a sudden turn of events, US 12-month inflation expectations have surged to 5.2%, the highest level since March 2023.
In just 3 weeks, markets have gone from pricing-in rate cuts to rate hikes.
Daniel Greenamyre retweeted
The 2 year U.S. Treasury yield has risen 50 basis points in less than three weeks.
It now suggests one Fed HIKE may be coming.
Daniel Greenamyre retweeted
A Private Credit Fund of Funds in 2026 seems to rather closely resemble a CDO-squared in early 2007.
Daniel Greenamyre retweeted
Breaking: BlackRock just froze $1.2 billion in withdrawal requests at its private credit fund.
Here's what happened:
• Investors in BlackRock's $26B fund asked to pull out 9.3% of their money
• BlackRock said no — capped withdrawals at 5%
• Blackstone's $82B fund saw record withdrawal requests the same week
• Blackstone had to put in $400M of its own cash to cover the exits
Two of the biggest funds on the planet are limiting how much you can take out.
