Stinson Dean

Hey! I have started a new thing with new partners. We bought a building components manufacturing plant in NW Indiana and stood up a new company called Revol Building Solutions. We manufacture truss packages and wall panels primarily for commercial builders of large MF projects …

A huge winner on both politics and substance — pay higher salaries to the most effective teachers. www.slowboring.com/p/we-should-...

I guess I'm a Kasey Musgraves fan now?

Significant news for lumber industry. Massive tax break for Canadian lumber producers on imported lumber

Bluesky search not on the level today.

2 of 3 hit so far.

If Colorado's snowpack were a sports team, they'd be the 2025 Colorado Rockies. This is big yikes. #COwx

Strange situation where we await a statement from Iran to check whether there's any truth to what US president is saying.

We really Russia'd this whole Iran war thing.

Going to be funny when US gets regime change first.

6.41% mortgage rates... up 0.42ppt from the low just a couple weeks ago

It's a lot easier to explain now:

Lumber is up 10-15% based on frieght costs alone.

Sorry about setting off a global energy crisis guys here’s a fresh tariff. 🤡

Margin Call

I never thought I'd actually see the White House try to speed-run that thought experiment live, and very obviously without any anticipation of the oil market consequences or a plan on how to address what are already becoming existential threats to the global economy.

Who benefits from all this ineptitude?

(Stolen from friend)

We should threatened them with tariffs.

The Brent crude prompt timespread is currently over *$9/bbl*, a new all-time record. Timespreads measure the steepness of the crude futures curve, which at the front (prompt) reflects how tight—loose if neg—the spot market is. The oil market has literally never been this tight.

@peark.es big if true? My brother says this:

Trump deciding to ban US oil and/or refined product exports would be a very bad idea, and I don't think he'll do it. But China announcing that it's doing just that certainly up the odds.

‘rico wins

A Kalshi bettor somewhere gets wings

When Hillary Clinton was accused benefitting from a rigged primary vs Bernie, I viewed that as someone who understood the rules and was a deft politician that knew how to win. Attributes you’d want in a president.

So far so good

I heard he partially deflates the infants to make them easier to grip.

Football hold is the safest way to hold a baby. I often challenge people to try and strip the baby out of my arm. They never can do it. Three points of contact. High and tight. Safest baby on the planet.

I feel like lumber futures going to get pricemogged this week. Going to shortmaxx any clout chasing in the May contract.

Incredible stuff happening on Housing Bluesky.

this literally directly impacts a minority (people with global entry)

[We have] a perpetual numbness to horror - @pablo.show

Highly recommend