Daniel Mueller

@cudasbob @GaryWinslett No, the system our political elite and big corporate friends prefer is to: - bail out large carriers - block mergers of small carriers to prevent any mid-size carriers from emerging which can actually survive and compete - block foreign-owned entrants

@GaryWinslett What do you mean? If they can't survive they can't survive.... Isn't that the basis of our whole system?

Sometimes, I’m glad that politicians don’t delete their tweets. She got her way on this, and it was a total fail.

@Jia8088 @AGHamilton29 By not allowing the merged entity to establish itself as a mid-size carrier which could actually survive thanks to the efficiency of scale. Instead, the two airlines both remained small and weak.

@AGHamilton29 Bro they don't liquidate the planes and pilots Help me understand why zeroing out the shareholders would reduce capacity

A good reminder that Warren is almost always wrong. Warren celebrated the Biden admin effort to block the Jet Blue-Spirit merger. Now Spirit is likely to shut down, resulting in fewer flights and higher fares, the very thing she claimed the effort was preventing.

@Todd_Rosiak Thank you for the update

The Brewers have provided an update on prospect Luis Pena: "Luis Pena lost consciousness in the dugout during the eighth inning of the April 22 Timber Rattlers game. He was transported to a local emergency room and released the following day. (cont.)"

Over the last 18 years, Michigan public schools lost 340,000 students but gained 34,000 employees.

@SophiaMinnaert Thank heavens

Brandon Woodruff goes on the IL with shoulder inflammation. The MRI revealed his shoulder is structurally fine and he’s hopeful it’ll be close to a minimum stint on the IL. “Based off the images and the feedback I'm getting and talking to Dr Meister, it's best case scenario.”

Wild: data centers are now responsible for nearly half of county tax revenue in Loudon County, VA @judgeglock city-journal.org/article/loudou…

@crossplainsjohn @pat_hedger Our political elite like bailouts and oppose mergers, so we get the worst possible outcome.

@pat_hedger We’ve always been told that the only way for airlines to be saved is mergers. So now we have 3 mega airlines & fares are outrageous esp when you factor in fees + compare to Europe or Asia. Maybe the answer is airlines learn how to sustain w/o bailouts & mergers.

Just now on CNBC: Spirit planning to cease operations imminently. Congratulations to the antitrust hawks and neo-Brandeisians. Instead of a stronger competitor in a combined Spirit-JetBlue, Spirit will die and JetBlue is on life support. Central planning at its finest.

@RobertCottoJr @rooseveltinst @awh Not until we actually try it Allow high density housing to boost home ownership, reduce rents & dramatically reduce commute time Allow our ports to be world class Allow nuclear power Construct rail lines in weeks, not years End big corporate welfare Stop stifling small biz

@rooseveltinst @awh Can we just move on from the "abundance" thing? It's a conceptual dead end.

The "abundance agenda" aims to solve our supply crises, but often ignores a critical factor: worker power. In our new report, Kate Andrias & @awh argue for "Democratic Abundance"—a vision where workers shape the future they’re building.🏗️💪 rooseveltinstitute.org/publications/d…

@AveleyFC Solid season. Thanks for the excitement and effort all around.

Our season comes to an end but what a season it’s been with a whole new squad and management team. Thank you for your support this season Millers 💙 #MunyardsMillers | #TogetherAveley

South Africa has withdrawn its first draft national AI policy after revelations that it contained fictitious sources in its reference list which appeared to have been AI-generated. reuters.com/world/africa/s…

Malian Army has regained control of Sevare and Gao. Tensions in Kidal Governorate remain high. 🇲🇱🏴 The FAMa, with support from the Wagner PMC, regained control of Sevare, driving the JNIM to the outskirts of the city. Government forces also retained control of Gao after jihadist forces withdrew into the desert at nightfall, from where they may launch a second attack in the coming hours. Meanwhile, rumors have emerged that the Wagner PMC is negotiating with the FLA/JNIM for a safe withdrawal from its positions in Tessalit, Aguelhok, and Kidal (despite the Tuareg capture of the city, Russian mercenaries continue to control the former UN base), which remain surrounded and cut off from ground supply routes, holding out thanks to air support. Map: [ google.com/maps/d/viewer?… ]

The Malian army has managed to turn the tide in southern Mali, destroying a large number of JNIM vehicles with support from the Wagner Group. As in previous instances, the jihadists have managed to temporarily capture positions in the country (seizing weapons and ammunition depots and inflicting casualties on the army). However, the issue is that they cannot hold onto that territory due to logistical difficulties, so eventually all their gains from the past few hours will be reversed. The situation is different for the FLA, as it has recaptured towns with a Tuareg majority and has better supply lines through the hostile desert along the border with Algeria, so it is possible that the front line will return to Niger. Even so, jihadist influence continues to spread across the country, with armed forces that continue to struggle to control the country—first with French support, then with Russian support—while neighboring countries face the same problems. 🇲🇱🏴

Winning.

Peter Thiel just bought a $12 million mansion. In Buenos Aires 🇦🇷 Read that again. Not Miami. Not Monaco. Not London. Buenos Aires. 1,600 square meters in Palermo Chico, the 110-year-old protected zone where tower construction is banned by law and the neighbors are embassies, Susana Giménez, and the old Argentine aristocracy. BuySell BA confirmed his network is looking at the same street. The math is the first tell. $12 million for 17,000 square feet in a G20 capital works out to about $700 per square foot. Manhattan trophy runs $4,000 to $8,000. Mayfair $3,500 to $5,000. Paris 8th $1,500 to $2,500. Peter paid 15 to 20% of the global comp for the best asset on the block. The second tell is the pattern. He took New Zealand citizenship in 2011, before any tech founder thought about jurisdictional arbitrage. He moved to Miami in 2021, before the capital rotation out of San Francisco became the dominant story. Each time his network followed within 18 months. Partners moved. Portfolio companies relocated. Capital chased the footprint. Now look at the deployment. Two months on the ground in Argentina. Met Javier Milei at Casa Rosada this week. The Palermo Chico mansion is his third trophy purchase in 16 months, after $9 million for the fifth floor of Palacio Devoto and $15.2 million for a Key Biscayne penthouse. That's $36 million of personal real estate moved in under two years. The underlying thesis writes itself. Milei took Argentina from 211% annual inflation to 32%. Delivered the first federal surplus in 14 years. Unwound capital controls. The country is fragile, monthly inflation still runs 2 to 3%, and the peso could break. But a G20 economy under libertarian restructuring is a once-in-a-generation asset class, and Peter is buying a physical option on that trajectory holding through the 2027 election. You buy a $12 million trophy in Palermo Chico when you plan to be in Buenos Aires while policy gets written. Last time his network moved into a geography before the thesis went mainstream, Miami became a tech capital node within three years. Buenos Aires just got added to the list.

NYC is proving that shoplifting is a simple repeat-offender problem. And an easily solvable one. Shoplifting increased 64% from 2019 to 2023. It was the same 300 people committing a third of the shoplifting in the city. But only a small portion of retail complaints led to arrests, so retailers stopped calling police and just put their deodorant behind plexiglass, or have you press a button and wait four minutes to buy toothpaste. It's been stupid. Now the city and state are going after those repeat offenders with a few key tactics: 1) The state now lets prosecutors aggregate thefts across incidents, so five $200 shoplifts from the same Rite Aid becomes a serious felony, not misdemeanor slaps. 2) NYPD started banning serial shoplifters from stores with trespass affidavits so they prosecutors can stack charges when they came back 3) NYPD used data to put foot patrols in commercial corridors and officers at subway stops shoplifters used as escape routes. 4) NYPD encouraged retailers to call them about the thieves who show up everyday to steal small stuff, and then they followed through with arrests. Thanks to these measures, retail theft is down 20% in the first quarter of 2026, with double-digit declines in every borough. And the recidivism rate dropped from 20% to 13%. The NYC economy was hemorrhaging $4.4 billion a year to shoplifting. They're now reversing it pretty cheaply, just by tracking repeat offenders, arresting them, and upgrading their charges to make it easier for prosecutors to punish them.

"Tom Cruise had only done one movie, Risky Business, but he was already a cultural phenomenon." Top Gun producer Chad Oman on how Jerry Bruckheimer and Tom Cruise convinced the Navy to make Top Gun: "The Navy said no. There's no chance they will ever support the making of a movie about Top Gun pilots." "Jerry found a way to get a meeting with John Lehman, Secretary of Defense under Reagan, and took Tom Cruise with him. Lehman said, 'I get it. I know what you're trying to do, and I see how this could be great for the Navy.'" 36 years later, they went back to make Maverick: "All the guys in charge of the Navy — almost every single one of them had joined the Navy because they saw the first movie." The Hill & Valley Forum 2026 @HillValleyForum @BenSchwerin @coatuemgmt

Milton Friedman once said the best measure of the size of government is overall spending. Which keeps going up, with each new president, regardless of party or professed ideology. Via @reason reason.com/2026/04/19/one…

BREAKING: NYC rewrote its elite high school admissions criteria in 2019 to reserve 20% of seats using eligibility rules carefully designed to exclude Asian American students. Yesterday, we filed suit to stop the City from engineering admissions outcomes by race.

The American Heart Association mourns the passing of the legendary cardiologist Eugene Braunwald, M.D., widely recognized as one of the most influential figures in the history of cardiovascular medicine. Over seven decades, his work reshaped the understanding and treatment of heart disease, leading many to call him the father of modern cardiology. Braunwald was a lifelong contributor to the American Heart Association, helping advance its research and scientific mission, and was honored with some of the Association’s highest honors for his lasting influence on cardiovascular care and research. His influence extended well beyond his own discoveries, as generations of Association‑supported investigators, clinicians and academic leaders were trained by Braunwald or guided by the clinical trial standards and mentorship models he helped establish. newsroom.heart.org/news/american-…

@TowerPyongyang @scottlincicome The executive branch of our government sues to block mergers, requesting courts to agree. Something like that.

@scottlincicome Was it the courts or the government that blocked the merger? I thought it was the former

Recap: 2024: US govt blocks Spirit-Jet Blue merger (calling it a "victory") 2024-25: Spirit declares bankruptcy & slowly returns to solvency 2026: US govt's war in Iran skyrockets jet fuel prices, crushing Spirit's comeback 2026: US govt gives Spirit a $500M bailout + possible nationalization. Great work, folks. Heckuva job.