Investor, Professor, Athlete, Global Traveler. Always learning, always seeking new experiences. #ThinkSlowActFast #ENVERacing
NYC
Joined October 2011
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Spot on! I think too many people don’t see the difference between “high achievers” and “high engagement”. Highly engaged people are very much a part of the group and may actually be “stars of the group” but their work product and the value it brings to the group is very low. This important nuance is lost on….the people who are not truly high performers or don’t have the breadth of experience to truly recognize the difference
Nick Saban💯
“Mediocre people don’t like high-achievers — & high-achievers don’t like mediocre people.”
“My goal for spring practice — get the right guys on the bus. Get them in the right seats & get the wrong guys off the bus.”
📽 @TheCrimsonWhite
scott robinson retweeted
John Morris, President of Industrial & Logistics, Americas Advisory Services at @CBRE, says smaller manufacturers users are leading industrial leasing activity.
Watch the full conversation with CBRE's @DarinMellott: cbre.com/insights/articles/c…
scott robinson retweeted
AAM IN THE NEWS: “...There’s been a greater awareness of the opportunities for reshoring work,” says AAM's President @ScottPaulAAM.
Automation is changing the equation — labor cost is no longer the decisive factor it once was. 🇺🇸
Read more 👉 ffjournal.net/industry-news/…
#MadeInUSA
Find your gift then embrace it with passion: Giorgio Armani, Fashion Titan Who Balanced Softness With Power, Dies at 91 wsj.com/style/fashion/giorgi…
scott robinson retweeted
Probability of U.S. recession in next 12 months (based on Treasury yield spread) has fallen to 29% per @NewYorkFed model
scott robinson retweeted
Our latest SMP has been published schwab.com/learn/story/stock…
scott robinson retweeted
Goldman's latest (still very early) analysis of tariff effects thru June 2025:
-Foreign exporters absorbed 14% of US tariffs
-US companies ate 64%
-US consumers ate 22%
-Protected US companies also raised prices
-Consumers will see bigger price increases (70%) thru the Fall
scott robinson retweeted
Walking around talking to attendees, I heard a number of SMB owners say:
"I'm just doing boring manufacturing work - nothing like these what these amazing startups are doing."
TBH, doing manufacturing at scale is one of the hardest things to do well.
It is not boring - it is high status and the lifeblood of our society.
Here's to the small business owners grinding it out, every day, to deliver critical parts to end users.
There is no "just doing boring manufacturing."
We're proud of what you're delivering in the face of deep headwinds, and the determination you show to Build for America.
Another great (read: emotionally inspiring) summary of @LeTour by @rouleur. The Tour is all about Science & Romance!
Science is not only a disciple of reason but also one of romance and passion.” - Stephen Hawking
It is this quote which sums up the ethos of the American team Southam and Healy are part of.
Their approach to Grand Tour stages is clinical, methodical and investigative, but this only works with the combination of devotion and love they have for their sport.
"He is the one who marked this stage with an ‘x’ and said, ‘this day.’ He has been talking about it since the winter. He is studious with his material."
Romance and science: How EF Education-EasyPost pulled off Tour de France perfection
Read now: rouleur.cc/blogs/the-rouleur…
scott robinson retweeted
Contrary to what the WSJ is reporting, the industrial real estate market has NOT struggled for three years.
Big box warehousing in certain markets has struggled.
But small and mid bay warehousing, manufacturing space, flex and IOS is going strong in many markets.
Big box warehousing is part of industrial real estate but it is quite misleading suggesting they are one in the same.
“Order is needed by the ignorant but it takes a genius to master chaos” - Albert Einstein.
Great quote for the oping salvo, @rouleur!
scott robinson retweeted
This Fourth of July, let us reflect with gratitude on the extraordinary nation in which we are privileged to live in. The Fourth is not just a celebration of our independence. It is a celebration of the enduring principles that define America: liberty, the rule of law, the pursuit of happiness, and the courage to strive for a more perfect union. These ideals have guided us through times of trial and triumph alike, and they remain our compass today. Happy birthday, America 🇺🇸
As with sport, business and life:
“…Pogacar stays hungry by staying in love and engaged with the game. That game is trying to find a better level tomorrow than you were today”
I find it crazy to hear Pogacar being criticized for the way he handles himself while being so dominant.
First off, we are talking about bike racing. It’s a show and that’s it. We want real people showing real personality, it’s more entertaining.
Second, ironically, it is his calm, clear, and lack of obsession around the others that give him an advantage over them. I also this mindset enables him to remain so hungry despite constant success.
I know from experience that when you win, or find success, comfort creeps in. You feel this relief that you accomplished what you worked so hard for. That relief can almost trick you to think that it will stay around forever. This often relaxes you in a bad way because you start to only want the relief instead of all the pain that comes before it.
But Pogacar stays hungry by staying in love and engaged with the game. That game is trying to find a better level tomorrow than you were today. So while people try to judge his actions in relation to others, they are completely missing one of the key separators between him and the others: that his win is only dependent on his performance.
This morning’s Daily Spark from Torsten Slok: “The US sovereign CDS spread is currently trading at levels similar to countries that are rated BBB+, such as Italy and Greece”
So much good cycling and racing at the Giro this year!
A sprint like no other: Mads Pedersen’s power rewrites uphill cycling rules
Read more: rouleur.cc/blogs/the-rouleur…
Norges Bank Investment Management, which invests funds on behalf of Norway from its oil and gas resources, is bulking up for the second time this year on logistics properties in the United States and Canada.
@CoStarNews @NYUSchack
costar.com/article/105018866…
