Blackstone Mortgage Trust Cuts Dividend by 24% (youtube.com)
Poland will overcome Germany in economic terms, Samo said. Germany, he said, has a bad energy policy.
A massive refugee wave now live (permanently, probably) in Poland. Their population issue is solved with Ukrainians. Poland will be more capitalist and less regulated, like lots of former Soviet Eastern Europe (lots have a flat tax), and many have lower rates of beurocrats.
1800 stripclubs in US, approx, down 200 since (during) pandemic. 20-year-olds, now used to online services, not sure if they go to stripclubs. Younger guys don't want to be sold to, maybe, they want something that feels more real. It's an intense experience when you first meet someone in a club. There's a lot of people wanting to close down clubs, so they face that challenge.
SmallCap. Overcrowding in handful of names (BigCap Tech mag7), so broadening. Rate cut. Increase in software MNA and MNA generally, and BigCap can't get them through regulators.