Doctor Zerker

@HirstHarry @FordRacing @nuerburgring “Something big” except a competitive vehicle portfolio to drive sales and profit. Blank check brand building racing projects are fun, but not at the expense of being the most recalled brand year after year.

@FordRacing @nuerburgring A week after the Mustang beat the ‘Vette’s time…Ford is on something big!!

6:15.977 History made. The Ford GT Mk IV just clocked the fastest lap ever by an American OEM at the Nürburgring. Watch the full run on YouTube now: youtu.be/tTC10Kqb0XU @nuerburgring

@FordRacing @nuerburgring Just let the @FordRacing leadership team take over the helm of Ford from @jimfarley98 so they can try to save that sinking ship of a company.

@JulianKlymochko Because $5b is still relatively minor. Look into the $380b+ in multi-family purchases made in just 2021. Those properties are now worth 25-40% less. All GP/LP purchase equity gone. Many operators wont be able to kick the can down the road into 2027. $150b vaporized.

Medallia loan value continues to decline, with latest marks at 69. With the term loan in distress, the $5.1 billion of equity has certainly been vaporized. This -100% private equity loss surpasses any private credit loss by an order of magnitude. Where's the media coverage?

@SplinterGoggles @CARandDRIVER You haven’t been following the EV market, have you?

@CARandDRIVER The first manufacturer to make an electric car that looks like this will make a zillion dollars. The R2 is looking like the short-term winner.

Hyundai debuted the Boulder concept at the 2026 New York auto show, and it appears to take inspiration from the Ford Bronco. The Boulder features a body-on-frame construction that will also spawn a new mid-size pickup truck by 2030. While details are scarce, Hyundai said the Boulder has off-road hardware like huge 37-inch tires.

@ProftranDotCom @LanceRoberts @Chevron @Tesla Its the first manufacturer for no reason other than simply being a company on list as a brand people live/hate. Just in autos Toyota would be there in 2min give or take.

@LanceRoberts The 1st real producer (@Chevron ) is No. 10. The first 9 are #intermediaries. Incidentally, No. 11 is the 1st manufacturer on the list (@Tesla), to me the best-organized production ever. Do you think Ads and Retail are more valuable than producers? Genuine question. THanks!

Kind of mind-boggling.

@zerohedge Makes sense - Tons of teenagers driving around in M3’s and M4’s. 😆

Negative Equity Leaves 30% Of Car-Buyers Underwater On Trade‑Ins zerohedge.com/personal-finan…

@steve_hanke Isn’t that the exact education Harvard is trying to provide: If you want to rule the world this is how you act….?

Today, in a speech at Harvard, Fed Chair Powell claimed that QE (the explosion of the money supply) did not cause inflation, nor did it contribute to the massive increase in US income inequality post-COVID. Those statements are blatantly UNTRUE. THE FED = NO CREDIBILITY.

@GarrettGoggin I’ll eat my humble pie: You were spot on! Horrible earnings release today.

@GarrettGoggin May want to take another look and see what Huet has been doing.

Company has been a disappointment at best for decades. On the un-investible list for sure.

@GuyDealership Looks like a $12k EV from China. Won’t have many Americans scrambling purchase it regardless of how many colors are available.

[NEWS] Slate Auto is betting $7.8M on customization in Kentucky: The Jeff Bezos-backed EV startup is opening a vinyl-wrap facility in Louisville as the fulfillment center for its all-electric pickup. And buyers will have more than 100 color options to choose from. The truck is priced in the mid-$20,000 range, with production starting this year. For context, only two other EVs currently sell under $30,000. Bottom line: If the startup delivers on affordable EV pricing alongside extensive customization, it could spur other automakers to adopt similar out-of-the-box approaches. Read today’s top automotive stories, presented by @ReyReyTweets : carguymedia.com/4tf0N11 (Source: Yahoo News / CDG News)

Price increases since the start of the Iran war... Heating Oil: +77% European Natural Gas: +71% Brent Crude Oil: +58% WTI Crude Oil: +51% Urea: +48% Diesel: +44% Sulfur: +43% Gasoline: +42% Fertilizer: +29% Coal: +21% Palm Oil: +14% Iron Ore: +7% Rice: +7% US Natural Gas: +6%

@CapitalMktGuy @DiMartinoBooth ZIRP and inflation created the environment where institutions/investors went looking for yield/return. Hard to blame many of these investors. The Fed giveth & taketh.

Have we reached the point of shouting fire in a crowded theater? “The accumulation of unsold private assets on investors’ balance sheets is a warning that some may be overvalued — and a spark could trigger a widespread markdown.” Credit on watch. Cc @DiMartinoBooth

@DonDurrett To make this data useful it would be great if there was a column for 5 yr net new supply.

And so it begins. Housing prices are next. 🧐

@themarketsniper Thats why there was a question mark. There is a world where people find value in you and him and others…not sure if you are being defensive or highly passionate, but you are very much appreciated! Too much commie non-linear warfare obfuscating truth.

@DrZerker I don't know what to say anymore to people who frame the cabal as a specific 'geographical location'. It will be much better for you to unfollow me & better to follow Tom Luongo, and his female Trump campaigning friend who reads prepared presentations texts from her pc on YT. 1/

Allegations of deadlines for "Energy Blackmail deals?"

@kenmcelroy This is spot on. The office and multifamily markets are showing you what the rest and more -than-ever opaque markets are not: price discovery.

I need to tell you about something that's happening right now that almost nobody is paying attention to. You already know the multifamily market got hammered. Syndicators borrowed against fantasy numbers in 2021 and 2022. Rates spiked. Rents went flat. Expenses went through the roof. Now these properties are worth less than the debt on them. I'm buying some of these deals right now at 50-60 cents on the dollar. The equity is gone. The syndicator is gone. The lender is the one calling me. But here's the part most people aren't seeing. Where did those syndicators get their money? A lot of it came from private credit funds. Companies like Blue Owl, which is now in the news almost daily. These are the middlemen. They borrow from banks, then they lend to operators the banks wouldn't touch because the credit risk was too high. And now those borrowers are defaulting. So think about the chain: The multifamily operator blows up.  That blows up the private credit fund that lent to him. That private credit fund borrowed from a bank. Now the bank's balance sheet takes a hit. The bank tightens lending. Liquidity dries up across the entire system. And that makes everything worse, because the multifamily guys and the private credit guys who are drowning right now? The one thing they desperately need is liquidity. And it's gone. Even Blackstone came out publicly and said they're concerned. When Blackstone is worried enough to say it out loud, pay attention. Now here's what really keeps me up at night. In 2008, you could see it. Your neighbor's house had a foreclosure sign on the lawn. The flipper down the street went broke. It was Main Street. It was visible. This time? It's quiet. It's behind the scenes. It's debt funds. It's institutional equity. It's private credit facilities. It's the money that flows through retirement plans, insurance products, 401(k)s. You know where it ends up? With the person who opens their quarterly statement, sees a number they don't understand, and calls their financial planner to ask what happened. And here's the thing, I don't think we're even close to the end of this.  The multifamily repricing is chapter two. Chapter one was office buildings gutted by work-from-home. I don't know how many chapters are in this book, but I can tell you we're not in the final one. A lot of these lenders and debt funds are still holding distressed assets in their "asset management" column without marking them to market. The real repricing only happens when the asset gets sold. And those sales are just starting. So why am I telling you all this? Because I've been through this before. Multiple times in 35 years. And every single time, the people who understood what was happening BEFORE it was obvious, they're the ones who came out the other side wealthy. The people who waited got crushed. That's why I've put together a FREE one-day virtual event you can sign up here web.thelimitlessexpo.com/home-page

@Forbes He took a 30% haircut last week

In 1980, Eric Sprott used his savings to buy a seat on the Toronto Stock Exchange and started his own securities firm, Sprott Securities. He sold his entire interest in Sprott Securities, to the firm's employees in 2001. Today he manages his family office, holding stakes in 120-plus silver and gold companies. See where he lands on the 2026 #ForbesBillionaires list: forbes.com/billionaires/?… (Photo: Sprott)

@profitsplusid This may be the week that fully breaks those who remain

Gold and silver had a volatile week. A lot happening on and off the court. (March Madness pun)

@jonbrooks Rich literally means high cash flow. Maybe you meant “wealthy” on paper?

Spoke with a couple in Jacksonville, FL. In their 70's with: - $500K home equity - $450K rental equity - $300K in 401k/IRAs - $0 rental cash flow - $30K cash Rich AF on paper but with falling property values, no cash & rising maintenance. ...Millions are in this silent trap.

@kenmcelroy Was on a Zoom mtg Thursday evening where GP’s told LP’s that their $30mm in invested capital was gone in Class C project. Capital raised in 2021.

My team's data showed 968 Dallas apartments have a debt service coverage of 1.0 or less, meaning 100% of cashflow is used for payments with no room for error. This is a major concern for continued financing, especially as property values decline. #RealEstate #Dallas