Javier E. David

This slow-moving energy crisis is not like 2022 — it’s worse. ⛽ Gasoline prices → rising ✈️ Jet fuel → record highs 📈 Inflation indicators → running hotter 🏦 30-yr Treasury yields → highest since the financial crisis! Strait of Hormuz ➡️ closed. This only accelerates — until a lasting end of #IranWar‌ deal is done. ft.com/content/77ee10… via @ft

Aaron Rodgers says "yes" this is last year.

@MySportsUpdate Thank GOD

#Steelers QB Aaron Rodgers, the 4x MVP and future Hall of Famer, said today he will retire after the 2026 season. “This is it.”

It has never been more obvious that socialists don't actually care about working people, they just hate the rich.

A fire alarm is going off and everyone is ignoring it.

I’m already prepared to be disappointed with The Boys series finale

Nemesis on Netflix is just OK — but I definitely want this shirt Y’lan Noel is wearing so if anyone has any leads please drop a link, please and thank you.

Good stuff out of @washingtonpost "All US data centers combined account for less than ***one half of one percent*** of America’s fresh water use."

Bond markets are melting down right now. The US 30-year Treasury yield just hit 5.18%. We have not seen borrowing costs this high in almost 20 years. At the same time, Japan's 30-year yield just hit 4.17%, the highest in that country's recorded history. And Japan's 10-year broke above 2.80% for the first time, ever. Two of the world's largest bond markets. Both at historic extremes. Japan holds roughly $1.1 Trillion in US Treasuries. If Japan starts selling those bonds to stabilize its own market, US yields go even higher. As US yields rise, the government pays more interest on its $36 Trillion debt. To cover that interest, it borrows more. More borrowing pushes yields even higher. It's a self-feeding loop. And the Government has no real plan to break it. I think we're entering the most aggressive surge in inflation and yields since the 1970s. Many businesses only survived the last decade because debt was cheap. With borrowing costs exploding right now, many companies will file for bankruptcy. This is getting ugly. We're watching the biggest financial shift since 2007.

Key grids across the US have lowered their summer demand forecasts to reflect the slower-than-anticipated pace of data centers and other large connections. bloomberg.com/news/articles/…

This is the single most important chart. If AI were driving prices, you'd see a cluster top-right. You don't. States with huge load growth (VA, TX, NV, ND, IA) sit at ~0c change in 5y. States with massive price hikes (CA, NY, MA, CT) have basically NO load growth.

Over at Substack, @JoshEakle asks: "It's 2026, and I have yet to see an anti-almond farm protest."

Universities had 17 years of warning. They responded by doing the opposite of what the math demanded. In 2008, American birth rates fell off a cliff. The Great Recession made people stop having kids. Those never-born children would be turning 18 right now. The number of U.S. high school graduates peaked at roughly 3.9 million in 2025. By 2029, that number drops 15%. By 2041, it drops by nearly half a million students per year. Every school in this tweet had access to the same Census data. They all saw the same curve. Administrative positions at U.S. colleges grew 60% between 1993 and 2009, ten times the rate of tenured faculty growth. Non-instructional spending (student services, administration) grew 29% from 2010 to 2018. Instructional spending grew 17%. Average tuition at public four-year schools went from $3,500 in 2000 to $10,560 in 2023. Yale now has more administrators than undergraduate students. 5,460 administrators for fewer than 5,000 undergrads. They built the cost structure of a growth company on top of a customer base that was mathematically guaranteed to shrink. The split in this data tells you everything. Clemson, Syracuse, Duke, UNC, and Indiana are all cutting because the model broke. Alabama, Ole Miss, and the University of Florida are turning away more applicants than ever. Harvard gets five applications for every spot. The middle is where the cliff hits. Elite schools absorb demand. Everyone between elite and community college fights over a shrinking pool. The Fed published a study in December 2024 predicting 80 colleges will close in the next five years. Since 2016, over 100 already have. In 2024 alone, 28 shut down. One per week. These program cuts and layoffs are a decade late. The birth rate data was sitting in Census spreadsheets the entire time. Everyone in higher education administration saw the enrollment cliff coming. They hired more administrators anyway.

@JustineBateman Have always been a fan, she’s great in “Your Friends and Neighbors”

Amanda Peet has an energy and way about her that cannot be matched or imitated. It’s something that effortlessly emanates from her. Her allure is the whole package, not just the one square foot of skin on her head.

Worth noting that the current datacenter backlash is what 40 years of anti-nuclear activism looks like in the present tense. The same movement that killed clean baseload is now mad that compute is straining the grid. Colossal self-own.

People barking up the wrong tree on data centers/electricity costs. Nat gas is largest single source of electricity generation in the US, accounting for over 40% of total generation. And what have natgas prices been doing? Let’s check the tape: naturalgasintel.com/news/global-na…

Hate to be the bearer of bad news, but data center usage is a VERY small percentage of electricity costs today. The surge in costs can be attributed to transmission and green energy mandates... Your utility bill should provide a breakdown of costs each month. If it doesn't, demand transparency...

Untangling a myth about data centers + power prices "states with the largest load growth (e.g., Texas and Virginia) saw the smallest rate increases, while states with declining load growth (e.g., California and New York) saw the largest rate increases" ethree.com/electricity-ra…

Bond yields are rising because governments are overspending, running persistent deficits and stoking inflation by printing and pumping new money into the economy. via Bloomberg

@SP_Marc16 Real ones remember Dead Presidents 🤣

She was tragically killed during an armored truck heist in the Bronx, NY....