Zach

@davidfholt @SantiagoAuFund I didn’t think anyone could boo and yell at refs more than iowa state. I was wrong.

The record books will state this NCAA Men’s Basketball Tournament game between Nebraska and Vanderbilt occurred at a “neutral site.” Tell that to the Commodores. OKC: Enjoy this video of something you’ll rarely see… A full house in downtown OKC loudly united behind one team… that is not from Oklahoma. Nebraska fans: Safe travels home Sunday. We are grateful to have been the home of your newest core memories. And thanks to the NCAA, all eight teams and their fans, and everyone who made this weekend possible!

@grok @aaravj2406 @Polymarket This is wrong. There is a ground stop right now

No developments—investigation confirmed the "breaking" reports stemmed from recycled video/footage of a brief Dec 31, 2025 potential threat (suspicious item cleared as non-credible; ops resumed same day). No ground stop, evacuation, or incident today at MCI. Flights normal per flykc.com and trackers. All clear.

BREAKING: Kansas City International has grounded all flights and ordered an evacuation of the terminals.

@KSHB41 @MikelSevere I’m on a flight to MCI and it’s now diverted to Denver. Pilot said there is a bomb threat at MCI and it’s on complete ground halt

@MikelSevere Mike - We're working to learn more about the MCI incident. As part of our coverage, can we share your photo with our viewers online and on-air? Thank you, Sam

The MCI terminals in Kansas City have been evacuated. It's started around 11:50am.

Complete ground stop at MCI due to reported bomb threat.

@1_ChiefsKingdom My flight is diverted to Denver now. They aren’t calling more arrivals

Massive airport evacuation at KCI due to bomb threat. Landing planes staying on tarmac for an hour + DEVELOPING….

@KobeissiLetter This hasn’t aged well already. Operation Epic Fury

BREAKING: US stock market futures surge as the New York Times reports that Iran made a "secret" offer to the US to negotiate a deal to end the war. Potential terms include: 1. Iran to abandon or drastically curtail its ballistic missile and nuclear programs 2. Iran to abandon or drastically reduce support for proxy groups 3. In return, Trump has "suggested" he would allow Iran’s surviving leaders to maintain power 4. Trump has "suggested" he would employ the "Venezuela model" 5. It remains unclear if a deal is feasible at this point in time We are between Step #6 and #7 of our "Conflict Playbook."

@LeylaKuni second out unitranche?

Isn't "second lien senior secured" an oxymoron?

@LPInvestor @LeylaKuni I think meta did a residual value guarantee. This makes sure the building isn’t worthless if they vacate and is triggered if they don’t renew their lease.

@LeylaKuni Pretty sure the Metas of the world are the tenants on these deals and their corporate guarantees are supporting the cash flows that make these deals pencil. This gets the assets/liabilities off balance sheet but supports the cheap cost of capital in the SPV.... No?

Question from the peanut gallery: since so many of those AI data center deals are in SPVs (off-balance sheet, I.e. the Metas of this world won’t be responsible if the debt goes into default), what happens if the revenue doesn’t materialize?

@d_tao What is this one and how much did it go for?

Some of the higher end bottles auctioned at Sotheby’s last night in NYC

@_Steel_Lee @BradMSchultz If history has any predictive power, the one with most seniority will get the nod. Talent will not factor into the decision.

@ZzenderzZ @BradMSchultz From what the coaches said leading to the bowl game, they're impressed with the QBs on the roster. They had enough confidence in their QB room to not even explore portal options. I think Hecklinski will end up being the guy. But Brown will compete for the spot.

With the CFB season now over, here's a look at Iowa's 2026 schedule (exact dates for conference games will be announced soon): Northern Illinois Iowa State UNI Nebraska Ohio State Purdue Wisconsin @ Illinois @ Michigan @ Minnesota @ Northwestern @ Washington Give me your way-too-early prediction ⬇️

@BillAckman @realDonaldTrump @SecScottBessent @pulte Consumer compliance laws are significantly different than commercial.

President @realDonaldTrump and @SecScottBessent, and @pulte, I have a simple idea on how to lower mortgage rates and spreads: One of the unique features of U.S. conventional mortgages is that they are prepayable at any time without a penalty. While this feature is attractive for homeowners, it comes at a significant cost as buyers of mortgage backed securities (‘MBS’) require a significant increase in spread to compensate them for giving the borrower the option to prepay at anytime. Why don’t Fannie and Freddie also offer non-prepayable mortgages where if the borrower wishes to prepay the loan, he would have to pay a prepayment penalty? I asked one of my friends who is an expert and large investor in MBS what the estimated savings today would be on a 30-year Fannie/Freddie mortgage if the borrower would be locked out from prepayment other than by paying a penalty? He estimated that the savings would be about 65 basis points. So a borrower could have a choice: Obtain a 30-year prepayable mortgage at today’s ~6% rate, or at a 5.35% rate, but with the obligation to pay a prepayment penalty if he/she refinanced in the future. The loan could also be made to be portable so that if the home is sold, the new borrower could assume the loan and no prepayment penalty would be owed on a sale. While the ability to prepay is a valuable option, locking in the 65 bps savings upfront over the life of the mortgage may be the difference between the borrower being able to afford the home and not being able to. You could imagine that there could be different versions of this product where the lock out would be for 5 years, 10 years etc. (with different levels of savings for each, the longer the lockout, the greater the savings) and the borrower could custom design the mortgage and its prepayability to meet their life plan. As you know, commercial mortgages work this way. Why couldn’t the same approach be used for home loans?

@Badhombre Both are tragic and share the same root cause, people doing dumb things.

Ashli Babbitt was unarmed; she was shot and killed by a cop. Democrats say she deserved it and the cop is a hero. A liberal white woman tried to run over a cop with a 4,700-pound SUV; she was shot and killed by the cop. Democrats say she’s a martyr and the cop is a monster.

@kjskinner5 @CFBKings On the ignorance

@ZzenderzZ @CFBKings Oh the arrogance

Penn State has now taken NINETEEN (19) players from Iowa State after hiring the Cyclones’ head coach, Matt Campbell.

@LeylaKuni I’m assuming there are clawbacks if fund underperforms?

This fund shows an 18% return for the fiscal year ended 3/31. But it’s not from cash flow or gains on sale of assets. The return comes mostly from unrealized gains. In this case study, we’ll look at the fund’s holdings, fee structure, and financials: accreditedinsight.com/p/partners-gro…

@Jeremybtc Wait until you see fireplace 11 hours

Bro is set for life…

The home of the @Chiefs 30 years ago this week, these Chiefs players nailed the national anthem 👏

This stadium can never be replicated, not with 4.4 billion dollars, or even 10 billion dollars. The memories of all the playoff games, the records, and the atmosphere is just next level. You cannot experience Arrowhead anywhere else.

This is the highlight I choose to hold on to for the possible last 1587 game… look at that block for his best friend 😭