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Dallas, Texas
Joined October 2008
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Dan Ross retweeted
The Fed is printing money to buy US Treasury bills... more than during Covid.
- Covid: ~$320B
- Last 9 months: ~$355B
Everyone is talking about the Fed hike... no one is talking about Warsh printing money Covid-style to buy UST bills.
At the same time, Bessent is issuing more UST bills to buy back US long-term debt.
In other words, the Treasury buyback is nothing else than QE in disguise.
We don't own enough hard assets for what's coming.
Dan Ross retweeted
U.S. real estate investment has collapsed by 50% over the last four years.
The reason? It's now more profitable to sit on your couch and buy a 10-year government bond than to buy an investment property.
10-year yields are now 5.1%.
While the single-family cap rate for rentals is 4.8%.
For the first time in nearly two decades, buying real estate for cash flow has a negative opportunity cost v buying government bonds.
And as a result, the number of people buying investment properties has plummeted by 50% over the last four years.
This is having a massive price impact on certain markets. Track Cap Rates for your area at reventure.app/map.
Sad that this junk / crap is allowed to be sold at gas stations and other vape / CBD stores. I view stores selling this junk as drug dealers and won’t support them buying gas or inside products at all.
Authorities need to crack down, especially here in Texas @KenPaxtonTX !
The two Ole Miss students who were found dead in separate incidents on Monday have been identified as 18-year-old Aidan Hamilton and 20-year-old Robert Strang. While authorities are unsure how they died, similarly packaged kratom was found near both of their bodies. CBS News' @lilialuciano reports on what we know about the investigation.
Dan Ross retweeted
An important reminder from Atomic Habits by James Clear:
“It doesn't make sense to continue wanting something if you're not willing to do what it takes to get it. If you don't want to live the lifestyle, then release yourself from the desire. To crave the result but not the process is to guarantee disappointment.”
Dan Ross retweeted
A look at the accelerated correction in the McKinney, Celina, Sherman areas in the Dallas area housing market
Dan Ross retweeted
A major housing headwind is about to hit.
And that's the Baby Boomer exodus from the U.S. Housing Market.
In the next decade, the share of U.S. population above 75 will skyrocket.
Meaning Baby Boomer owners who fueled the housing market over the last 20 years will turn into sellers they age out.
And Gen X, the next generation in line to buy up those homes, won't be able to absorb it. As they are 20% smaller in population than the Baby Boomers.
The result is that by 2037, there will be more 75+ aged Americans than 55-64 aged Americans. Which will be a first in modern U.S. History.
This will lead to lower homebuyer demand, more supply, and lower prices in retirement destinations.
Especially across Florida and Arizona.
To see how this demographic data for your area, check reventure.app.
Interesting AI graph discussion
Anthropic engineer:
"Most people are using 10% of what Claude can do.
The other 90% is Loops and Graphs."
In 30 minutes he explains how Anthropic uses Claude, and why most people never get there.
The missing piece most people skip: Claude isn't hard to use, loops and graphs are how you use it well.
Watch it, then read what Claude is actually capable of below.
Claude AI tips
ANTHROPIC ENGINEER:
"DON'T PROMPT CLAUDE. BUILD A SYSTEM THAT PROMPTS ITSELF."
In this free workshop, he explains why most people use Claude the wrong way.
And how to turn one AI into an entire team of AI agents.
He covers:
• Proper CLAUDE.md setup
• Plugins almost nobody uses
• Advanced prompt caching (95% cache hit rate)
• Why starting every chat from scratch is a mistake
Worth more than most paid Claude courses.
Watch this and bookmark it.
Dan Ross retweeted
Don't waste 2 years learning to build LLMs like Claude & ChatGPT.
Andrew Ng, the godfather of AI, gave the complete playbook to become an AI agentic engineer in 2026.
• 00:00 - AI agent basics
• 12:12 - AI Agentic workflows & design patterns
• 53:27 - Practical tips for building AI agents
• 1:20:30 - self-improving AI agent loops
• 1:30:19 - multi-agent AI systems
Anthropic pays $750,000/year to engineers who understand the this exact knowledge of LLMs.
Bookmark this & give 2 hours today, no matter what. Then read the article below.
Dan Ross retweeted
this is f*cking gold
Andrew Ng put the whole loop-to-graph shift on one page.
Loop engineering was the last thing everyone learned. Graph engineering is what it turns into, and the whole thing changes the moment you stop running one loop and wire several into a graph.
I dropped it into my setup. The very first run was different.
Not a little better. A different kind of output.
Claude stopped handing me an answer and started handing me work a second agent had already torn apart.
Bookmark it before your feed swallows it.
Read it now, then check the guide below.
ALT From Loop engineering to Graph Engineering
Dan Ross retweeted
America's biggest home builders are slashing prices.
Lennar has reduced its average selling price from $511k to $377k, a nearly 25% decline (inclusive of incentives).
DR Horton has cut from $415k to $366k, a 12% decline.
Four years ago, this would have been hard to imagine.
From 2019-22, Lennar sold homes for more than $100k above DR Horton, with prices for both builders surging.
Today, after four years of price cuts, they're selling homes for nearly the same price.
That's a remarkable shift, and reflects both a weakening U.S. homebuilding market and Lennar's more aggressive push to gain market share through lower prices.
To see where prices are heading in your area, search your ZIP on Reventure: reventure.app
Dan Ross retweeted
UWM—one of the largest U.S. wholesale mortgage lenders—just got a $2.05B capital injection following its Q2 2026 loss of $452M
It comes via Oaktree Capital Management—one of the most prominent distressed debt investors in the world
It looks like an emergency injection
Dan Ross retweeted
In 2008, Malcolm Gladwell explained why some people succeed and some don't in a single 1-hour talk.
This will permanently change the way you think about talent, effort, and success.
Bookmark & watch today, no matter what.
Free AI loop training offered by Google!
Google just released a free 1-hour AI engineering course.
How to build agents in 2026:
00:00 - Context engineering
10:00 - Building AI agents
31:52 - Agentic loops
43:22 - Building an MCP server
51:20 - Prompt engineering
59:10 - The future of AI development
Most people learn how to use AI.
This shows how to build the systems behind it.
Worth more than most $300 AI courses.
Bookmark and watch it today
Then read the article below