Sep. 13 at 3:03 PM
$UAL Meanwhile, a United flight from Tokyo to the Philippines was forced into an emergency landing in Osaka after a suspected cargo hold fire; two passengers were injured. The incident is a reminder that operational risk doesn’t disappear with branding exercises. The usual risk deck applies: volatile fuel costs, rising labor & regulatory expenses, safety perception, & dependence on macro-level travel demand. Competitive pressure from low-cost carriers is real—regardless of whether United declares their business models dead.
#RKT Notes: The Redfin purchase. Fifty million monthly visitors now feed into a mortgage machine already chained to rate cycles. A funnel. Falling rates. Rates down, volumes up. This is the entire “thesis.” It was true yesterday, it will be true tomorrow. Mr. Cooper promises
$500 million in “synergies.” Redfin synergies. Over
$200 million projected. Allegedly from cost cuts & cross-selling. EPS boost. Analysts raised 2026 EPS forecasts by 11%.
