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Plus! Interfaces; Surface Area; AI's Jobs Impact; Capacity; Capacity, Continued
Plus! OpenAI; Open AI; Supply Chains and Self-Tariffing; Surface Area; Secrets
Plus! Solve for X + X; Refactoring; AI and Distribution; How Models Think; The AI Business Model
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Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. initial weekly unemployment claims report will be released. The consensus is for 225 initial claims up from 224 thousand last week. Trade Balance report for February from the Census Bureau. The consensus is the trade deficit to be $110.0 billion. The U.S. trade deficit was at $131.4 billion in January. ISM Services Index for March.
This post is a list of books that I read in the first quarter of 2025, including The Lessons of History, American Journey, the works of Aristophanes, Plato, Xenophon, and more.
The Census Bureau and the Bureau of Economic Analysis reported: The U.S. Census Bureau and the U.S. Bureau of Economic Analysis announced today that the goods and services deficit was $122.7 billion in February, down $8.0 billion from $130.7 billion in January, revised. . emphasis added Click on graph for larger image. Exports increased and imports decreased in February. Exports have generally increased recently, and imports increased sharply. The blue line is the total deficit, and the black line is the petroleum deficit, and the red line is the trade deficit ex-petroleum products. The surge in imports in January and February happened as some importers were avoiding the coming tariffs.
Plus! Interfaces; Surface Area; AI's Jobs Impact; Capacity; Capacity, Continued
From STR: U.S. hotel results for week ending 29 March On the positive side of the Easter calendar shift, the U.S. hotel industry reported increases across the key performance metrics, according to CoStar’s latest data through 29 March. ... 23-29 March 2025 (percentage change from comparable week in 2024): Occupancy: 65.1% (+4.4%) emphasis added The following graph shows the seasonal pattern for the hotel occupancy rate using the four-week average. Click on graph for larger image. The 4-week average of the occupancy rate is tracking last year and is lower than the median rate for the period 2000 through 2024 (Blue). Note: Y-axis doesn't start at zero to better show the seasonal change. The 4-week average will mostly move sideways until the summer travel season. We might see a hit to occupancy during the summer months due to less international tourism.
