Joey Politano🏳️‍🌈

@josephpolitano.bsky.social

Writing a data-driven newsletter about economics @ apricitas.io Nuance? In this Economy Full Employment Stan, Brazilian Coffee Tariff Victim |

American factory construction continued declining in official data released today as CHIPS Act projects finish, IRA projects get cancelled, and tariffs weigh on nearly all industries Total US factory construction is down 32% from its 2024 highs and 22% over the last year alone

A graph of US factory construction

US data center construction reached another new record high in official data released today, exceeding a pace of $68B/yr (and this only includes data center facilities, not the expensive computers within) Spending is up 46% over the last year and 392% since ChatGPT's launch

A graph of US data center construction

Just saw the new Spider-Man movie—God, it feels like the whole MCU needs a reset and we’re so lucky that Spider-Man got it early Brand New Day is certainly my favorite of the Tom Holland Spider-Man movies and probably my favorite live action Spider-Man ever boxd.it/fCcCf5n

A ★★★½ review of Spider-Man: Brand New Day (2026)

God, it feels like the whole MCU needs a reset, and we're all so lucky that Spider-Man got it early. Brand New Day is probably my favorite of all the live-action Spider-Man movies and certainly my fav...

boxd.it

I have jumbled thoughts on the Hank Green AI "scandal," but the primary one is that regardless of your views on the *morality* of AI, you can't rely on it too much purely to maintain individuality I already have ChatGPT. If I want its opinion, I can ask it myself. You must deliver something *else*

US real factory construction continued declining in data released this morning, as CHIPS Act projects complete, IRA projects get cancelled, and tariffs weigh on investment Total manufacturing construction is now down more than 25% from its 2024 highs

a graph of US Real manufacturing construction

US electricity investment inched up to another record high in official data released this morning Solar/Wind investment continued hitting new highs, transmission & distribution investment rebounded from its 2025 declines, while traditional gas/coal construction remains stagnant

a graph of US real electricity construction

US AI investment inched up to another record high in data released this morning, exceeding a $450B/yr pace for the first time It's now the largest single category of US physical investment, more than single-family homes, factories, power plants, and more

a graph of US AI construction compared to other investment categories

NEW: US Real GDP came in at a 1.5% annualized growth rate in Q1 2026 data released this morning. Consumption & investment increased, the trade deficit widened, and government output declined Nominal GDP growth (unadjusted for inflation) came in at 7.9% annualized

a graph of contributions to US Real GDP growth

EU GDP flash estimates are in today—In total, the EU grew 1.2% over last year, the Eurozone 1% Fastest: Lithuania (3.8%), Sweden (2.8%), Spain (2.7%), Portugal (2.5%), and Finland (2.2%) Slowest: Ireland (-5.6%), Belgium (.5%), France (.7%), Austria (.8%), and Germany (.9%)

A graph of EU Real GDP growth

Republicans used to talk all the time about the importance of predictable economic policy, anywho it's 4PM, the tariffs Trump imposed after the Supreme Court decision expire in 8 hours, and they haven't announced their replacements No telling what tariffs will be on goods that arrive TOMORROW

Saw The Odyssey this weekend and loved it, one of the best films of the year from a cinematic perspective But what I truly loved was Nolan’s thematic choices—people who brutalize become brutalized animals themselves, & dishonorable violence eventually grows to consume society entire boxd.it/fijsVJ

A ★★★★½ review of The Odyssey (2026)

What a film. There were so many scenes at sea, in Troy, with the shades, and at Lamos that were genuinely awe inspiring and kept me perpetually thinking about how insanely difficult it must have been ...

boxd.it

Saw The Odyssey this weekend and loved it, one of the best films of the year from a cinematic perspective But what I truly loved was Nolan’s thematic choices—people who brutalize become brutalized animals themselves, & dishonorable violence eventually grows to consume society entire boxd.it/fijsVJ

A ★★★★½ review of The Odyssey (2026)

What a film. There were so many scenes at sea, in Troy, with the shades, and at Lamos that were genuinely awe inspiring and kept me perpetually thinking about how insanely difficult it must have been ...

boxd.it

May US transit data is in today, & all of the 10 largest US rail networks are growing! SF is seeing a real boom, with ridership up 16% on Muni & 13% on BART SEPTA (Philly, 8.7%) and PATH (NY/NJ, +6%) are also seeing strong growth, while MTS (San Diego, +0.6%) is the slowest🧵

A graph of ridership growth in the 10 largest US rail systems