Iran's Diplomatic Tour Aims for Strait Peace
Iran will visit Pakistan, Oman, and Russia. Trying diplomacy. Including with ally, Russia. After all the threats from both sides, what is the guess on a timeline for peace? Including giving up control of the Strait.
Analyzing Hormuz Oil Gap and Twitter Fury
I had an absolute blast joining @JacobShap & @Geo_papic on the Geopolitical Cousins pod to talk about the Hormuz oil supply hole. Come for the barrel math, stay for the "which Twitter replies drive me to douse myself with gasoline and...
Midco Rolls Out Unlimited and Per‑Gig Plans Nationwide
In the wake of market trials, Midco has introduced unlimited and by-the-Gig mobile plans in all markets. Midco Mobile, which rides the @ATT network, was developed with MVNE partner @telgoo5. https://t.co/hJilgxv4f2
Determining EV Drivers' Needed Range and Ideal Battery Chemistry
How much range do EV drivers need and which battery chemistry will deliver it? . Read more and sign up to my newsletter here: https://t.co/eDFe92Uasy https://t.co/VsMvlqHWvJ
March Housing Slows; April Sales Poised for Rebound
Final Look at Local Housing Markets in March and a Look Ahead to April Sales https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-05f
China Bans
China’s Commerce Ministry said on Friday it was banning exports of dual-use items to seven European entities over arms sales to Taiwan, placing them immediately on its export control list, in a rare case of Europe-targeted, Taiwan-related sanctions. https://t.co/wNeIEZ8Y00
Asia Needs Forward Bases and Allied Support, Not Isolation
Hegseth has been forward-leaning on Indonesia and several other Asian partnerships so this framing really doesn't work well in Asia. Good luck deterring China, much less warfighting in the Indo-Pacific, without the forward deployed bases, logistics support, and other assets,...
Intel Emerges as the Go‑to CPU Foundry
$INTC because they are the only foundry who has line of sight to manufacturing expansion short-term. That, plus what I have been sharing for some time on my thesis Intel becomes the CPU foundry of choice for many. https://t.co/dKqm16myKH
Livestream “Guys Reading Tweets” Signal Media’s New Direction
🎙️ NEW POD: The @loudmouthjulia & I go deep on MTS, TBPN, and the rise of the “guys reading tweets” livestream genre…. and what it tells us about the future of media. Apple: https://t.co/Yf2y5lUzsR Spotify: https://t.co/1RoobRMOQT @PuckNews
US Credit Card Debt Hits $1.3T, 21% Interest
There is now a record $1.3 trillion in total credit card debt in the US - at an average interest rate of 21%. This is the #1 wealth killer in America by a landslide. https://t.co/WIIhT0vYRO
Pick Markets Where You Can Actually Find Deals
I get asked all the time “how do you choose a market” & to be honest it’s pretty simple Instead of approaching it from the statistical perspective, I approach it from the “can I actually find a deal in this market”...
Aim for 10x‑100x Breakthroughs, Not Incremental Gains
We just had the ex-President of Tesla on MFM. This guy joined when Tesla was 4 employees, and left when it was 4,000. One of the things he told Shaan was that at Tesla, the goal was never "make it 20%...
Close the Manufacturing Productivity Gap Amid Labor Shortages
Discover the shocking truth about manufacturing productivity with 𝐌𝐢𝐤𝐞 𝐏𝐚𝐲𝐧𝐞. Learn how to close the productivity gap and overcome labor shortages. Stream now: 🔗 https://t.co/aAuD37n56n 📽️ https://t.co/vDhYvaP0S3 🔗 https://t.co/DmYp21N5Kv #Manufacturing #Automation https://t.co/QeL6gClmrE
PMVP Poised for Sale After Strong Phase 2 Results
Some movement on $PMVP worth flagging. Strong Phase 2 results, the market gave zero credit. But something is stirring. Board just appointed Laurie Stelzer as Chairman. CFO track record across multiple major pharma buyouts. Clear corporate finance chops. PMVP might be prepping for...
Bounty Platforms Need Spam Detection Like Email Systems
Instead of no bug bounty companies like HackerOne need to figure out how to flag potential bounty spam the same way email systems flag spam.
Vietnam Pivots Toward China, Abandoning US Swing-State Role
Vietnam was the "swing state" of SE Asia that the US preferred. Until now. On the heels of President To Lam's state visit to Beijing, the winds seem to be shifting. The latest from @CarnegieChina https://t.co/JFXuV6zPnI https://t.co/MAKSuoFyIY
Automated 3D Print Farm Mass‑Produces Precise Drone Frames
Inside an #Automated #3D Print Farm Mass-Producing High-Precision #Drone Frames by @amazingthings_ #EmergingTech #Technology #Innovation https://t.co/k3QAtZy7DQ
Freeman on the Land Gets Six‑month Contempt Sentence
The High Court just sentenced a "freeman on the land" to six months for contempt of court, for breach of a planning injunction. He was lucky not to also get a contempt charge for his behaviour in court. https://t.co/OCOCTedbca
From Stockpiling to Optimization: Flexibility Becomes Priority
Supply chain priorities are shifting in the late 2020s. Organizations are moving from stockpiling inventory to optimizing it, focusing on flexibility and resilience. End-to-end visibility is no longer just aspirational. #SupplyChain #Optimization https://t.co/lW8GKvdQYX
Charter-Cox Merger Near Summer Close, California Pending Approval
Charter's Chris Winfrey: Charter-Cox deal has received fed and state approvals save for California. Working with CPUC toward a summer close.
Graviton Win Fuels $5B AWS CPU Revenue Growth
Solid win for Graviton, the most mature custom Arm CPU program of any hyperscaler. This business is around ~5B annualized revenue for AWS, and this will help escalate that number. AWS needs more CPUs. I know a foundry...
Commodities Surge While AI Trades Face Crowding Warning
2026 Oil Service $OIH +49% Natural Gas $FCG +29% Uranium $URNM +26% Commodities $BCOM +24% Micro Caps $IWC +14% All Metals $XME +14% Russell 2000 $IWM +13% Coal $COAL +11% Big Tech $QQQ+6% Mag7 $MAGS -1%* *Beware of crowded trades and capex funding vehicles for everything AI.
US Navy’s Indian Ocean Logistics: Diego Garcia’s Critical Role
US Naval Logistics in the Indian Ocean During Operation Epic Fury 1⃣"Ph.D. Course in Logistics" 2⃣ @MSCSealift Combat Logistics Force 3⃣Vital Role of Diego Garcia 4⃣The Tanker Treadmill 5⃣Providing Food and Ammunition https://t.co/AZ6GVEsTPZ
New EU‑UK Steel Rules Spark Allocation and Origin Debates
The new EU and UK steel measures bring up a lot of important questions around country-specific allocations, melt and pour origin requirements and NI. It was good to chair a meeting with MEP @KarinKarlsbro in the Brussels Chamber of...
Proposed 123% Rate Could Double US Cost of Indian Modules
The preliminary rate of 123.04% is exceptionally high, effectively doubling the cost of Indian-made modules for U.S. buyers if finalized.
EU to Classify ChatGPT as Very Large Search Engine
And that can bring more oversight -> European Commission Moving to Classify ChatGPT as ‘Very Large Online Search Engine’ Under Digital Services Act "The DSA mandates applying the designation of Very Large Online Search Engine (VLOSE) or Very Large Online Platform...
Drones, AI, Space Will Augment, Not Replace Air Battle Management
ICYMI: Drones, AI, and space won't replace airborne battle management anytime soon. They'll supplement it. Watch @PhilSheers, Q Hinote, Kari Bingen, and me unpack what that means, including lessons from the Iran war in our @CNASdc panel. https://t.co/eyI6gsnlWl
Ukrainian UAS Destroys Russian Mobile Air Defenses in Donetsk
Video from the Ukrainian National Guard’s 1st Azov Corps of UAS strikes on Russian mobile air defense teams in Donetsk. https://t.co/a8aQncQujn https://t.co/yq423u87j6
Strategic Aerodrome Network Maps UK's Vital Airfields
With countless UK airfields under risk of permanent closure, how the Strategic Aerodrome Network is tracking valuable airfields are to society, the economy and resilience as a whole. #avgeek #GA https://t.co/0U72aoxXCM https://t.co/ZfPDG8qftp
San Cristobal Ranks Among Top Global Silver and Zinc Producers
San Cristobal is not only the 4th largest silver mine in the world but also the 8th largest zinc producer. What a beast. https://t.co/wl7Dnx9VnD
Epigenetic Reset: Once Mocked,
From 2008-2024 I was accused of hyping (a common slur) for suggesting that changes to the epigenome might cause aging and that therapeutics could "allow us to reset the epigenome to a more youthful state." - Oberdoerffer & Sinclair...
Small Investment Properties Can Be Harder Than Big Ones
A small investment property is not easier than a big one. In many cases… it is actually harder ⬇️
Europe’s Hormuz Concern Outpaces US Amid Global Oil Market
Hegseth says Europe needs the Strait of Hormuz more than the US does. Problem is, oil is a global market...
Second US Carrier Joins Strait of Hormuz Blockade
Blockade aid: A second American aircraft carrier is joining the US obstruction of the Strait of Hormuz, Defense Secretary Pete Hegseth says at a news conference
Former FDA Staffer Cites Political Pressure Blocking Rare‑disease Drug Approval
Former FDA staffer - “I recently left FDA due to the political pressure I was receiving to withhold my recommendation for approval for a drug that was intended for a rare disease. I was part of a review division that...
Malaysia Launches Laser Crosswalk for Safer Pedestrians
Malaysia Introduces Its First Laser Crosswalk to Boost Pedestrian Safety by @x_viral_vibes #EmergingTech #Innovation #Tech #TechForGood https://t.co/MpY2IeRmuO
Convenient AI Fuels Hidden Fossil Infrastructure Expansion
“The logic is circular, but effective. Use drives demand. Demand justifies infrastructure. Infrastructure expands under the cover of inevitability. By the time the physical footprint becomes visible, the narrative has already done its work. For millions of people, that shows...
Urals Crude Dips Below $100, Still Near 2022 Highs
MOSCOW, April 24 (Reuters) - Prices for Russia's flagship Urals crude at its western ports slipped below $100 per barrel late last week, easing from 14-year highs but still at their strongest levels since mid-2022, traders' data and Reuters calculations...
Oracle AI Cuts AtlantiCare Documentation Time by 40%
With Oracle AI Agents, the @AtlantiCareNJ team can transform their clinical operations, staffing, patient engagement, and more. @OracleHealth Clinical AI Agent is already helping them reduce documentation time by 40%—looking forward to more stories like these. https://t.co/YBqTaTyUOV
Iran-Ready Conflict Likely Escalates, Markets Unaware
There is not going to be a complete cease fire. This is just all babble back and forth. Iran has prepared for this for years and years and it will not end in peace talks. Wouldn't be...
YouTube Livestream Ads Hijack Mobile Audio, No Mute Option
Live stream ads now on mobile, and they take over the audio -> YouTube is rolling out a new ad format for livestreams on mobile that won't disrupt your viewing experience, but with a big catch "Since the ad runs alongside...
Low‑rate Mortgages Shield Older Borrowers From Past Crises
A ton of foreclosures and bankruptcies vs a 30-year fixed debt Stock vs flow economics https://t.co/CUdOs4rE71
Mapping AI/ML Workloads Onto VLIW and Systolic Arrays
Digital Design & Comp. Arch: L18: VLIW and Systolic Array Architectures https://t.co/f8o08XDUGf Join us live in ~10 minutes. We will discuss applications that can benefit from both architectures & describe how to map AI/ML computations to modern systolic execution hardware.
Google Ranking Volatility Shows SEO Still Crucial
SEO Video Recap covering Google heated ranking volatility, Google on commodity content, do you need to get SEO right and search ads https://t.co/VvKF3nw8K1 Sponsored by @DudaPlatform with industry mentions of @dannysullivan @marthavanberkel @gaganghotra_ @JohnMu @maxjpeters @adsliaison @AnthonyHigman @MSFTAdsBuddy @juokaz @glenngabe @ClaudiaTomina...
Three Mandates to Accelerate Your Bank's AI Transformation
If your AI strategy is still on the innovation roadmap, you are already behind. In this episode, I share 3 leadership mandates to move toward a self driving bank. 👉 Watch the latest episode: https://t.co/P54LuzdywH https://t.co/KaTfkodOPt
Sellers Outpace Buyers by 43%, Largest Gap Since 2013
"Nationally, sellers outnumber buyers by 43%—just shy of the largest gap in records dating back to 2013" -Redfin
Automation Makes Shopping Easier, But Erases Discovery
Shopping is becoming something that happens for us, not by us. As platforms automate decisions, we may gain efficiency but lose the discovery, impulse and personal judgment that shape how we choose. The shift is subtle. Convenience increases, but experience may quietly...
Spirit CEO Gets $3.8M Bonus Pre‑bankruptcy, Exposing Industry Greed
Spirit Airlines gave its CEO a $3.8 million bonus a week before its last bankruptcy. The whole industry is poorly regulated and run by short-sighted greedheads. https://t.co/jseNO8DJHY
French PR Exec Uses FB Network to Discredit Heat Pumps
REVEALED: A French PR executive with gas industry ties linked to a coordinated Facebook network spreading heat pump misinformation. Always the same playbook: manufacture doubt, delay the transition, protect the incumbents. https://t.co/2361C6GUYY
Iranian FM to Arrive in Islamabad for US Peace Talks
#Pakistan: Iranian Foreign Minister Abbas Araghchi is expected to arrive in Islamabad on Friday night for a possible second round of peace talks with the US, according to officials in Islamabad familiar with the matter. 👀