Wednesday, March 25th Edition
Cory Ohlendorf  
By Cory Ohlendorf, Valet. Editor
What's your opinion on advertising?

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Today’s Big Story

Advertising Overload?

 

They’re popping up everywhere now … even on our fridges

 

How many ads do we see each day? The exact number of advertising messages the average person sees each day varies widely. It depends on our behaviors and location, but expert estimates suggest consumers are exposed to anywhere from 4,000 to 10,000 every day. Some say this is widely overblown, but when you break down advertising in all of its forms, from traditional media such as TV and billboards to digital marketing sources like social media, websites and search engines, maybe it’s closer than we think.

But despite being addicted to our screens, we’re are also growing more averse to advertising and aware of the downsides of too much marketing. As one business owner put it: “We know that they are spending the majority of their time on social, but very much fatigued with digital overload.” But, of course, marketing is integral to a brand’s success. It’s why so many are trying to build community via social media.

Young people, who are on social media constantly, show higher purchase intent across key categories, everything from toys/games and mobile phones, to fashion and furniture. And while Americans have high expectations for ads, research has found that we don’t always remember them—even just 24 hours later.

Perhaps that’s why there’s so much repetition these days. And it explains why ads follow us—from viewing on YouTube to flicking through Instagram to showing up in your email inbox. Now they’re even popping up on so-called “smart fridges”. The Wall Street Journal has a whole piece on people getting upset that their fancy Samsung appliance (which comes with a 32-inch screen on the door) has been intermittently serving up ads. It’s part of a pilot program being tested on some of Samsung’s smart fridges sold in the U.S. But the response? Not exactly welcome. As one owner said, “I guess this is another place for somebody to shove an ad in your face.”

 
Dig Deeper:
 
The University of Southern California Psych department digs into "thinking vs. feeling" when it comes to advertising.

Iran War Rages On

 

With Tehran denying claims of progress, U.S. paratroopers are ordered to the Middle East

Iran has told the United Nations’ maritime organization that “non-hostile” ships may pass safely through the Strait of Hormuz—the narrow waterway that remains gridlocked, leaving energy markets in turmoil and prompting the International Energy Agency to warn of a “major, major threat” to the wider global economy. That’s progress, but Iran's Revolutionary Guards also fired missiles at Israel as well as military bases hosting U.S. forces in Kuwait, Jordan and Bahrain on Wednesday.

The U.S. has sent Iran a 15-point plan to end the war, according to two officials briefed on the diplomacy, reflecting the Trump administration’s eagerness to find an offramp from the conflict as it grapples with its economic fallout. However, Iranian officials have told the countries trying to mediate peace talks with the U.S. that they have now been tricked twice by President Trump and “we don't want to be fooled again,” according to an inside source who spoke with Axios.

The U.S. is pushing for in-person peace talks as soon as tomorrow in Islamabad, Pakistan. But during the two previous rounds of U.S.-Iran talks, Trump green lit crippling surprise attacks while still claiming to be seeking a deal. So now, the Islamic Republic’s negotiating stance has hardened and it will likely demand serious concessions from the U.S. in any future talks.

 
Meanwhile:
 
Trump, who has called mail-in voting "cheating," just voted by mail himself.

Did You Hear About Apple’s New OS?

 

The 26.4 iOS updates are more significant than the last few updates have been.

After an initial public beta phase, Apple’s iOS 26.4 has officially arrived, and it comes with a bunch of small but notable updates. ArsTechnica says the most important reason to install each update (be it iPadOS, macOS Tahoe, watchOS or HomePod) is the big pile of included security fixes but the updates also include a few significant new features, a change from the mostly quiet releases previously.

Some of the fun updates include a handful of new emoji from the Unicode 17.0 release (see Emojipedia for more). There’s also the ability for adults in a Family Sharing group to use different payment methods from one another when making purchases. Apparently there’s also improved keyboard accuracy when typing quickly (which seems basic, but is incredibly important to people like me who are always making mistakes when texting).

But the update many are talking about is the new Playlist Playground that’s being trialed in Apple Music. It uses AI to generate a song playlist—complete with a title, description, and tracklist—based on a text prompt. Apple Music is also adding a new concert discovery feature, allowing you to find nearby shows featuring artists from your library, as well as new ones recommended by the app. Other updates include full-screen backgrounds for album and playlist pages, along with a new Offline Music Recognition tool that “identifies songs without an internet connection and delivers results automatically when you’re back online.”

 
FYI:
 
The iPhone exploit DarkSword has been released in the wild. Here's how to protect yourself.

Partner

Goldman Sachs Totes "The Return of Physical Assets"

 

Here’s what you can do

Goldman Sachs totes "The Return of Physical Assets" → Here’s What You Can Do.

Goldman strategists argued the post-2008 era of total financial asset dominance is faltering. Their proposition? Heavy Assets with Low Obsolescence.

Scarce, globally priced, and immune to AI disruption.

Think about it. Blue-chip art is the original HALO asset.

Just in November 2025, someone bought a 1907 Klimt for $236mm.

And this month? Bloomberg reported that a billionaire scored 3,500% at auction: Bought for £364,500 in 1994. Sold for £13.5 million.

That’s just a fraction of the seller’s billion-dollar collection, representing 12.5% of his fortune.

Returns like that don’t happen everyday, but the Artprice100 outpaced the S&P 500 by 64% (‘20-’24).

Now with Masterworks, you can fractionally invest in multimillion dollar artworks featuring artists like Banksy, Basquiat, and Picasso.

Over 71,000 people have invested $1.3 billion across over 520 artworks.

26 sales delivered net annualized returns like 14.6%, 17.6%, and 17.8%!!

Individual referenced not investors in Masterworks offerings. Masterworks did not contribute to the ArtPrice100 index. Investing involves risk. Past performance not indicative of future returns. Important disclosures at masterworks.com/cd

Shopping

What We’re Buying

 

A side table

 

Side tables don’t usually inspire obsession. They’re the quiet supporting actors of a room, filed under “we’ll grab one later” somewhere between a rug upgrade and better lighting. But that kind of thinking is exactly why so many living spaces feel unfinished. Because when you get them right, these accent tables do a lot more than hold your glass. They anchor a seating area, add dimension and—if chosen with a little intention—act as a subtle flex.

 
Our Pick:
 
Deya side table, $735 by Ferm Living

Morning Motto

Gratitude is the best attitude.

 

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@librarymindset

 

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