We examine the fallout from the Microsoft software crash, a new danger hiding in the commercial real estate market, and Robby Starbuck put John Deere back in line. We see the silly season of Covid might be over as people that don't pay their rent are starting to get kicked out of their homes as the landlords finally get the government to enforce the law. There is more craziness coming as the fearless leader of the free world is trying the polling tested rent controls while former government darlings solar installers go bankrupt. Lastly, we watch the AI bubble start to pop or at least implode.