ING’s executive committee when they mark their data center portfolio sale at par (it’s probably closer to like 80)
New OZs...
MN: handful in the metro, as well as St. Cloud/Waite Park, Willmar, Monticello, Litchfield, Willmar, Owatonna, Faribault, and Rochester
ND: smaller non-rural sections of Fargo, GF, and Bismarck, then large swaths of rural tracts in DL and between Watford & Minot
Under @POTUS’s leadership, the Working Families Tax Cuts permanently renewed and strengthened Opportunity Zones, giving investors, entrepreneurs, and local leaders the long-term certainty they need to commit capital to communities that have been overlooked for too long. Today’s announcement of the new designations will help direct private investment to these communities, expand economic opportunity, support job creation, and unlock long-term growth in these communities across the country.
home.treasury.gov/news/press…
I'm still very confident in this team long-term this year...but there is a very real possibility they come out of this weekend losers of five in a row. Need better play out of the defense and goaltending. And need some veteran leadership.
#SiouxYeahYeah | #UNDproud
I gotta just sell my $NVDA position once and for all once it gets back above my basis (real damn close to ATH). I just can’t do this anymore.
"...is a diverse organization" and "...fans with different cultures and opinions" means nothing apparently when they're Catholic views.
Is this the worst statement ever uttered in a recorded interview? Holy shit.
🚨NEW: Take-Two CEO Strauss Zelnick sat down today with @WSJ to discuss the launch of Grand Theft Auto VI.
The interviewer literally said straight to his face that they don’t have any major hits, despite the huge success of GTA 5 and Red Dead 2… 💀
Strauss’ reaction says it ALL… What a clueless clown she is… 🤡😭
Logan Stepan retweeted
Every GOP strategist, consultant, and candidate should be forced to participate in a role-playing exercise this morning.
Your name is Bob. You’re a 49-year-old blue-collar worker in Ohio. You’ve always struggled to make ends meet. The good jobs were all shipped to China and the few remaining pay a pittance wage, undercut by endless illegal labor.
You’re a 3x Trump voter because you believed he would finally make America great again.
You put your son through Ohio State. He graduated cum laude in computer science. You couldn’t have been prouder. After months searching, he landed an entry-level job at Microsoft. Beneath his qualifications, but a good start for a smart kid.
Then he got laid off. That same month, Microsoft applied for 150,000 more H-1B visas because it can’t find qualified Americans.
Your son has spent six months back in his childhood bedroom, sending hundreds of applications without landing an interview.
On TV, Trump boasts about the greatest economy in history and how many women and minorities are finding jobs.
You decide a father-son steak night might cheer him up.
Gas is $4.50 a gallon. Filling your truck costs over $100. At Kroger, ribeyes are $30/lb. You settle for hamburger, even though 70/30 ground beef still costs $10+.
At checkout, a fat black woman is screaming at the cashier because her EBT will only cover most of the filet mignon and lobster in her cart.
You think to yourself how the Iran war has made everything expensive, but at least we’re stopping their nuclear bomb. You weren’t even sure where Iran was before you googled it after we first bombed them in March.
After dinner, you take your son to the county fair. Half the people aren’t speaking English. Virtually none of the crowd looks like you. You’re forced to leave early after a “teen takeover” turns violent. A foreign born judge pledges none of them will go to jail.
Back home, you turn on the TV. Vivek Ramaswamy is lecturing the crowd about American mediocrity and why Ohio needs more foreign talent.
Your son grows upset. You change the channel.
Now a Republican surrogate, the daughter of a governor or wife of an elderly billionaire, explains that young White men are the REAL welfare queens. They’d rather play videogames in their parents’ basements than work.
Your son says nothing. He just goes back to his childhood bedroom. You turn off the TV.
Then your neighbor starts blasting reggaeton and cracking open Modelos. He brought his cousin’s family from Mexico to help with all the minority-business contracts his construction firm keeps winning. Tonight they’re celebrating his nephew’s birth, the family’s first birthright American citizen.
You sit alone in your living room.
You worked hard, paid taxes, obeyed the law, and raised your son to do everything right. You voted Republican again and again because you believed somebody in Washington would finally fight for you.
Instead, your wages are stagnant. Groceries are unaffordable. Your community is unrecognizable. Your country is fighting another foreign war.
And upstairs, the son you sacrificed everything for is lying awake in the bedroom he slept in at twelve, wondering what the heck he’s even supposed to do with his life now.
Every time you turn on the TV, the Republicans you elected are either congratulating themselves or explaining why you and your son are the problem.
For ten years, they told you America’s future depended on your vote. Now you aren’t even sure America has a future worth defending.
The Republican Party needs to answer one simple question this morning:
You’ve spent a decade demanding Bob’s loyalty. You’ve given him stagnant wages, unaffordable groceries, another foreign war, and a son who did everything right but can’t find work.
And when they complain, you call them lazy, entitled, and racist.
What possible reason have you given Bob and his son to vote Republican? Do you honestly think you deserve their vote?
Logan Stepan retweeted
Foshay Tower that houses the W Minneapolis scheduled for foreclosure sale in December.
Sold for $86M in 2015.
Defaulted on $42.3M CMBS loan.
"Sheriff of Hennepin County will sell at public auction, to the highest bidder, for cash, on the 18th day of December, 2026 at 10:00 AM at the Hennepin County Sheriff's Office, 350 South Fifth Street, Room 30, Minneapolis, MN"
229 Rooms Built 1929
821 S. Marquette Ave. Minneapolis, Minnesota
-bizjournals
#CommercialRealEstate
Logan Stepan retweeted
Apollo’s CEO Mark Rowan: “Companies have $40-60 billion market caps and they're paying 16-18% for their debt, one of those things is wrong.”
“I think we have yet to focus on it in energy but we have certainly seen it in chips and ai and data. There's only two sources of debt capital in the world: banks or investors.”
“Most of what we're building is long dated and complex. What you see is businesses like ours who were at sub $40 billion AUM pre-2008 and now were at $1.1 trillion. I'd like to attribute it to good management, but let's face it, a trend is dragging us in that direction.”
“It is not possible for banks and public credit to do the job with financing, private credit must step in.”
“In the credit business, you are not paid to be concentrated because you only get your interest and your principal. If someone wants you to be concentrated they need to give you more return and more safety. More return is not enough because you can never make up for losses in credit, the scale of capital demand is starting to put pressure on firms with chip financing and AI.”
“Companies have $40-60 billion market caps and they're paying 16-18% for their debt, one of those things is wrong.”
“You’re starting to see even the largest companies start to crowd out other markets, even the government. We're going to see that in energy as well.”
The internetification of things that should never need internet meets its inevitable demise.














