Hotel Industry Trends - Select-service hotels are outpacing full-service hotels in profits due to scaled-back amenities [1] - Hotels are reducing room sizes to increase profitability, with some rooms generating up to 20% more revenue than peers [1] - Traditional rating systems are being replaced by social media and online ratings, influencing design parameters [8][9] Space Optimization Strategies - Hotels are eliminating closets (typically 7 square feet), minibars (2.5 square feet), and traditional desks (8 square feet) to save space [2][4] - Shared laundry spaces are replacing irons and ironing boards in individual rooms to reduce costs [3] - Bathrooms are being redesigned to feel more spacious, even when smaller, by using barn doors or moving the basin [6] Revenue Generation - Public areas are being expanded to encourage guests to spend money on-site [9][10] - Grab-and-go stands are replacing minibars, with one Moxy Hotel in Banff averaging $3,000 per month in sales [10][11] - Bars are designed to maximize seating while minimizing labor costs [12] Competitive Analysis - Hotels are conducting research to understand their position in the community, including competitor analysis of room sizes, amenities, and guest satisfaction scores (GSS) and intent to recommend (ITR) [14][15] - Understanding demand generators like museums, galleries, and transport hubs is crucial for investment decisions [15][16] Operational Considerations - Hotel design aims to simplify cleaning processes to reduce labor costs [4][5] - The ultimate guest experience relies heavily on the management company and operator [18]

How are you thinking about the private markets right now. I think private market is overvalued, you know, uh and uh and I think OpenAI, SpaceX, yeah, like these are great businesses, but let's take SpaceX, right. I'm I have no coram with SpaceX.It's a great company, but I'm just asking a question. If you're investing in SpaceX, are you investing in a company that has peak market share with a peak multiple. Right.That is the problem right because I just can't imagine a world that a decade from now that every ...

So, you've said you don't think the Federal Reserve should be in a rush to cut interest rates. Why is that. So, I've been describing today's economy as like driving through fog.Um uh just some examples. Um there's a tax bill being um uh discussed, but no one actually knows what's going to end up in it and when it's going to pass. Um we've talked about tariffs, but I don't know, maybe you know better than I do, but I couldn't tell you what the tariff rate on Europe is going to be six months from now.Sure. Um ...

Political Landscape & Public Opinion - Public disapproval outweighs approval regarding the Republican tax bill, with concerns it favors the wealthy and corporations while increasing the deficit [1][2] - Public opinion disapproves of Trump's handling of tariffs by 17 percentage points [2][8] - While deporting illegal immigrants has support, Trump's aggressive approach is disliked [3] - Over 75% of voters believe the Department of Justice is concealing information in the Jeffrey Epstein investigation [4] Presidential Approval & Economic Sentiment - Trump's job approval rating remains steady at 46%, unchanged from April despite turbulent events [5] - 47% of voters view the economy as excellent or in good shape, a double-digit increase from April and the most positive view since 2012 [6][7] Party Dynamics & Future Elections - 63% of voters hold a negative view of the Democratic Party, 30 percentage points higher than those with a positive view, marking the worst image rating since 1990 [7][8] - Voters trust the Republican Party more on tariffs than the Democratic Party, mirroring the trend on most issues except healthcare [8] - More voters identify as Republicans, a shift from 2017 when Democrats held a seven-point lead [10][11] - In a hypothetical election, voters favor Democrats by three points, a decrease from an eight-point lead in 2017 [11]

Another big part of the market is all these private companies, right. We we we talk a lot on this show, you know, in general in the journal about the number of companies that are staying private longer. Sometimes that's like a startup company that just sort of delays its IPO for a long time, but sometimes those are like big established companies that are owned by private equity funds.There's a lot of talk of exits. It's hard for those companies to get exits. We've written a lot about the the challenge that ...

Americans are pretty unhappy with much of what they've seen in how Donald Trump is handling his presidency. And yet, views of the president have not changed. In our poll, 46% of voters say they approve of Trump's job performance in office. That's identical to our last poll in April.It's essentially unchanged despite all these turbulent events. Even though Trump's political standing hasn't changed despite people being uneasy with parts of what they're seeing from him, neither has he benefited from brightenin ...

Harvard could face a budget shortfall of roughly $1 billion if they don’t back down from their legal battles with President Trump. #Harvard #Trump #Shorts ...

President Trump is considering announcing and naming Fed Chair Powell's successor as early as this summer. What did you think of that. And what would that mean for monetary policy if that announcement were to be made sooner than expected.>> Well, the first thing I thought is I wish I didn't have to go to the Wall Street Journal podcast and talk about it. No. Um I I don't know what the president will or won't do.Um, you know, I'll just say that, uh, you know, we're in the business as the Federal Reserve of, ...

This is the Cola Bay, a small stretch of water at the center of a global race to dominate the Arctic. From here, Russia could mine the Arctic for oil, gas, and minerals, export those resources, and launch a nuclear weapon at anyone who threatens its ambitions. This is where Russia is storing part of the world's largest icebreaker fleet designed to plow its way through melting Arctic ice.About 5 mi away is the Arctic's largest shipping port, which could one day export the resources Russia wants to mine from ...

Infrastructure Development & Military Implications - China is investing over $40 billion on a railway connecting Changdu to Lassa, reducing travel time from 34 hours to 13 hours [1] - China is constructing extensive roads, heliports, airports, and border villages along its 2,000mi border with India, raising concerns about potential military applications [2] - China's ability to mobilize forces on the Indian border has decreased from a month in the late 90s/early 2000s to 5-7 days [7] - China completed the Chihai Tibet Railroad in 2006 for over $4 billion and is developing the Sichuan Tibet Railway to improve access to the disputed border [8] Military & Strategic Balance - China's Western Theater Command covers approximately 2.6 million square miles, which is over 80% of the area of the contiguous United States [3] - China is estimated to have over 600 nuclear warheads, while India is estimated to have only 180 nuclear warheads [10] - China's border development includes increasing the population in border areas by 10.5% between 2018 and 2023 [12] - China employs "salami slicing tactics" to gain incremental advantages along its borders [14] Geopolitical Tensions & Future Outlook - India's construction of a road near the border was cited as a contributing factor to a deadly clash in 2020 [5] - Experts believe the situation remains tense, with potential for miscalculation and misperceptions despite both countries needing each other [15][16]