Mack Feldman retweetledi
🚨🇺🇸🚢Several U.S. navy ships crossed the Strait of Hormuz on Saturday, U.S. official says
🚨🇺🇸🚢The move was not coordinated with Iran. It's the first time this happens since the beginning of the war
English
Mack Feldman
9.1K posts
Mack Feldman
@MackFeldman
Poorly informed takes. St. Pete groupie. Asset Manager @FeldmanEquities @YIMBYStPete @SPDPartnership
St Petersburg, FL Katılım Temmuz 2014
538 Takip Edilen125 Takipçiler
Mack Feldman retweetledi
NEWS: The U.S. has NOT agreed to release any Iranian frozen assets, a senior U.S. official told CBS News.
A Reuters report that cited a senior Iranian source was not accurate.
Meetings with Iran have not started yet, so no agreements have been discussed at all.
Vice President Vance did hold a bilateral meeting with Pakistani Prime Minister Shehbaz Sharif.
The American delegation included Vance, Steve Witkoff and Jared Kushner. The Pakistani delegation included Mohsin Naqvi, the interior minister, and Ishaq Dar, the foreign minister and deputy prime minister.
English
Mack Feldman retweetledi
Name one major U.S. industry where the biggest players have <0.5% market share.
The apartment business has gotta be the most fragmented major industry, is it not? Big names, sure, but no behemoth owners.
(Analysis from today's release of the NMHC Top 50)
English
Mack Feldman retweetledi
Mentioned this 2 weeks ago.. City Administrator James Corbett does not expect a project term sheet until the end of the year or early 2027 – several months after municipal elections in November. He believes the summer of 2027 is a “realistic” target date
powerbrokermagazine.com/st-pete-expect…
English
Beth is also running several other major projects in St. Pete and is a hero.
Mark Allen Parker@Marks__Musings
Welch opined that Beth Herendeen, managing director of city development for St. Petersburg, should have received on-field recognition for leading an “extraordinary” effort to repair a domed stadium left open to the elements for nearly 15 months. “She just wants to do the work ..
English
Mack Feldman retweetledi
US sending nearly all JASSM-ER cruise missiles to CENTCOM, leaving "only about 425 JASSM-ER out of a prewar inventory of 2,300" for other contingencies.
When does the US lose conventional deterrence against China? We're edging dangerously close.
bloomberg.com/news/articles/…
English
Mack Feldman retweetledi
JPM's Michael Cembalest:
In the ~160 years after the Civil War, US presidents fired 11 four- and five-star military officers.
In Trump's first 14 months, the White House has fired 9 of them.
English
Mack Feldman retweetledi
Iranian President Pezeshkian's close ally Zarif reveals Iranian proposal to end the war:
- IRAN STEPS FOLLOWING THE END OF THE HOSTILITIES
1- Commit never to seek nuclear weapons
2- Down-blend enriched uranium to below 3.67 percent
3- Ratify the IAEA Additional Protocol for permanent monitoring
4- Ensure safe commercial passage through the Strait of Hormuz, with Oman
5- Sign a permanent nonaggression pact with the United States
6- Participate in a regional security framework
7- Transfer enriched uranium and related equipment to a regional enrichment consortium
8- Remove terrorism-related designations on the United States
9- Restore diplomatic/consular channels
10- Remove travel restrictions on U.S. citizens
11- Invite oil companies, including American ones, to help facilitate exports
12- China, Russia, and possibly regional states may serve as guarantors of the agreement.
- THE US STEPS:
1-Remove unilateral U.S. sanctions on Iran
2-Allow Iran to export oil freely and repatriate the proceeds
3- Accept that Iran will retain some non-weapons-level nuclear program rather than demand zero enrichment
4- Terminate UN Security Council resolutions against Iran
5- Allow Iran to participate normally in global supply chains
6- Sign a permanent nonaggression pact with Iran
6- Finance reconstruction in Iran
7- Compensate Iranian civilians for losses
8- Participate in a regional security framework
9- Help create the regional enrichment consortium
10- Remove terrorism-related designations on Iran
11-- Restore diplomatic/consular channels with Iran
12- Remove travel restrictions on Iranian citizens
13- Cooperate on trade, energy, and technology projects
read the full article here:
foreignaffairs.com/middle-east/ho…
English
Mack Feldman retweetledi
After a 7-year hiatus, India is about to import its first Iranian oil. At ~$100 a barrel. Quite the achievement in Washington for the long-term strenght of the economic and financial sanctions regime.
English
Mack Feldman retweetledi
Iran's IRGC released a statement today warning that it will target the regional facilities of major US tech companies starting tomorrow. The companies named include NVIDIA, Apple, Microsoft, Google, Tesla, Intel, Oracle, IBM, META, Boeing, HP, Cisco, Dell, Palantir, JPMorgan Chase, GE, Spire Solutions, and G42.
They said attacks on regional infrastructure will begin at 8 pm local time tomorrow: 'We advise employees of these institutions to immediately leave their workplaces to protect their lives.' They also suggested that any residents within a 1km radius of these locations evacuate to a safe distance.
English
Mack Feldman retweetledi
Iran has asked for guarantees in any deal with US. Word is that Pakistan Foreign Minister is going to Beijing to get a guarantor for the potential deal. Likely that is Iran’s condition for talks with US. And FM would not be going to China without having floated the idea with both Washington and Beijing. No guarantees of China biting but Beijing is now the frontline in the diplomatic effort
English
Mack Feldman retweetledi
NEW: On the first day of the war with Iran, the United States used a new ballistic missile. It was untested in combat. Our analysis shows it struck a sports hall, an elementary school, and residential areas — killing at least 21 people, including children. w/ @johnismay
English
Mack Feldman retweetledi
“An analysis by the Florida Policy Institute found that Florida would have to double its sales tax to 12% to replace lost property tax revenue. The move would make the state sales tax the nation's highest.”
yahoo.com/news/articles/…
English
Mack Feldman retweetledi
this guy literally called this 11 days ago
and this was thariq's response lol
Thariq@trq212
To manage growing demand for Claude we're adjusting our 5 hour session limits for free/Pro/Max subs during peak hours. Your weekly limits remain unchanged. During weekdays between 5am–11am PT / 1pm–7pm GMT, you'll move through your 5-hour session limits faster than before.
English
@JeffreyBrandes @Scott_Maxwell Despite our replacement costs going up and G&L/umbrella policies climbing too, the drop in commercial property insurance brought our total YoY premiums down ~15-20% across about 2M square feet of office statewide. South Florida seeing biggest drops but St. Pete down a lot too.
English
Scott, this argument ignores both the data and basic economics.
Start with Citizens. It peaked at about 1.41 million policies in 2023. Today it’s roughly 330,000 to 360,000. That’s a 75 percent shift. Markets do not move like that unless private capital is returning and taking risk.
Since the reforms, about 15 new insurers have entered Florida with more than $500 million in new surplus. That is new capacity, competition, and exactly what we said the market needed.
Litigation is down materially, on the order of 40 to 60 percent depending on the dataset. That was one of the core cost drivers, and it is finally moving in the right direction. The radical thing the legislature implemented was joining 49 other states that require everyone to pay their own attorneys fees. Shocking!
Now add the piece people keep ignoring: 2024 was an active hurricane year for Florida, with multiple landfalls driving significant claims. Then 2025 had no landfalls, giving the market a rare chance to stabilize. That matters and I why we didn’t see this change in earlier 2025.
In addition, Replacement costs for Florida homes jumped roughly 30 to 40 percent from 2022 to 2026, driven by inflation, labor shortages, and higher material costs, tariffs, and that increase is now flattening but not reversing. Florida still faces the fact that it gets hit 1.8x per year by a named storm.
You cannot have all of those inputs moving up and expect premiums to instantly fall. That is not how insurance works. That is not how math works.
What the reforms did was stop the spiral. Reinsurance which is 40% of premium is easing. New carriers have entered the market. Citizens shrunk rapidly. Rate filings are flattening and, in many cases, coming down.
This crisis was built over more than five years. The reforms are not even three years old.
You don’t walk five years into the jungle and expect to change course and be out in two. But for the first time in years, we are actually moving in the right direction.
Perfect no, progress absolutely
English
Florida politicians have teamed up with the insurance industry to tell homeowners that they've delivered big rate relief.
The numbers tell a different story.
orlandosentinel.com/2026/03/24/max…
English
Mack Feldman retweetledi
👀 Reuters/Ipsos poll: Trump’s approval rating on the economy has sunk to 29%.
Lower than Biden’s lowest rating.
Far lower than Trump’s first-term lowest.
English
Mack Feldman retweetledi
The "Iran is losing" narrative is tracking the wrong number. Yes, missile and drone launch rates are down 90%+.
But hit rate (or confirmed impacts per projectile fired) has been climbing steadily since Day 1.
A 🧵 on what the data actually shows.
English
Mack Feldman retweetledi
2 posts from UAE’s @AnwarGargash (Presidential advisor) in the last 20 mins
🔷 Iran’s aggression is reshaping Gulf security thinking. This is no longer about a ceasefire. It’s about LONG TERM SECURITY in the Gulf
🔷 The priority is to counter Iran’s nuclear program, missiles, drones and threats to key shipping lanes
🔷 The fallout may be the opposite of what Tehran intended: a more unified Gulf, stronger militaries and deeper security ties with Washington
“Deeper security ties with the US”
A scenario where Iran poses a “permanent state of threat” is inconceivable
English
Mack Feldman retweetledi
🚨U.S. to allow Iran to get ~14 billion dollars (!!!) in oil revenue
🚨This is a huge financial concession to Iran by the U.S.
🚨It is the first time U.S. is buying Iranian oil since 1996
🚨It's all happening in the middle of a war against...Iran
Treasury Secretary Scott Bessent@SecScottBessent
Iran is the head of the snake for global terrorism, and through President Trump’s Operation Epic Fury, we are winning this critical fight at an even faster pace than anticipated. In response to Iran’s terrorist attacks against global energy infrastructure, the Trump Administration will continue to deploy America’s economic and military might to maximize the flow of energy to the world, strengthen global supply, and seek to ensure market stability. Today, the Department of the Treasury is issuing a narrowly tailored, short-term authorization permitting the sale of Iranian oil currently stranded at sea. At present, sanctioned Iranian oil is being hoarded by China on the cheap. By temporarily unlocking this existing supply for the world, the United States will quickly bring approximately 140 million barrels of oil to global markets, expanding the amount of worldwide energy and helping to relieve the temporary pressures on supply caused by Iran. In essence, we will be using the Iranian barrels against Tehran to keep the price down as we continue Operation Epic Fury. This temporary, short-term authorization is strictly limited to oil that is already in transit and does not allow new purchases or production. Further, Iran will have difficulty accessing any revenue generated and the United States will continue to maintain maximum pressure on Iran and its ability to access the international financial system. So far, the Trump Administration has been working to bring around 440 million additional barrels of oil to the global market, undercutting Iran’s ability to leverage its disruptions in the Strait of Hormuz. President Trump’s pro-energy agenda has driven U.S. oil and gas production to record levels, strengthening energy security and lowering fuel costs. Any short-term disruption now will ultimately translate into longer-term economic gains for Americans – because there is no prosperity without security.
English
Mack Feldman retweetledi
Trump Approval - Independents only
Approve: 27%
Disapprove: 70%
——
Trump's approval on key issues
🟤 Immigration: 37-59 (-22)
🔴 Iran: 27-62 (-35)
🔴 Foreign policy: 24-65 (-41)
🔴 Economy: 24-71 (-47)
🔴 Cost of living: 17-77 (-60)
Yahoo/YouGov | 3/12-16 | n=480
InteractivePolls@IAPolls2022
Yahoo/YouGov - Trump Approval Approve: 38% (=) Disapprove: 59% (+1) —— Trump's net approval on key issues 🟤 Economy: -29 (new low) 🟤 Gas Prices: -39 🟤 Inflation: -41 (new low) —— Inflation Getting better: 16% Getting worse: 62% 3/12-16 | 1,699 A yahoo.com/news/politics/…
English