Taxes Fund Elderly's Cruise‑bound Diabetes Medication
Your taxes largely exist to pay for the diabetes drugs old people take while on their cruises.
Breast Milk’s Living Stem Cells May Reach Infant Brain
Breast milk contains living stem cells. In animal studies, these cells survived digestion in newborns, entered the bloodstream, and were found in multiple tissues including the brain. Whether this happens in humans is still being studied, but the animal data...
Don't Cut China Supply Chain; De‑risking Brings Consequences
China. Do not reduce your China supply chain. Or face the consequences. The risk of de-risking.
Huge Spending, Rising Churn: Telecom Loyalty Failing
.@TMobile, @Verizon, and @ATT are spending billions on networks and loyalty plans, but churn is still rising. What's going wrong? 🤔💸 #Telecom #Loyalty
TaaraConnect Expands Free-Space Optics to Video Distribution and Data Centers
. @TaaraConnect , a Google X Moonshot Factory grad focusing on free space optics, has opened up a new video distribution use case and is exploring its role in both terrestrial and orbital data centers. @Light_Reading https://t.co/SzaYL7n8uq
Shared Visibility, Not Contracts, Aligns Care Ecosystem
Alignment doesn’t come from contracts. It comes from shared visibility. Why smart-care platforms are becoming the bridge between payers, providers, and post-acute care.👇 https://t.co/cq0WY5tihP @PointClickCare #postacutecare #HITSM
Station Switches to All‑Sports Format, Invite Fans
If you haven’t noticed, https://t.co/xlGaernF8U has gone to an All-Sports format. Love sports? Come on in!
Potential Fed Chair Warsh Vows $100M Divestiture Ahead of Hearing
Ahead of his expected hearing in front of the Senate Banking Committee on Tuesday, Kevin Warsh vowed to divest a substantial amount of his more than $100 million in assets as he faces a complicated path to becoming the next...
Sanctioned Chinese Tanker Rich Starry Reveals New Route
Yep, that is the Rich Starry .. the sanctioned Chinese tanker.. Yesterday I mentioned the "route"
E‑commerce Brands Test only Subject Lines—Miss Five Steps
Most ecom brands A/B test subject lines and stop there. That's step one out of six. Here's the full priority list: https://t.co/JdpTVaeubz
Foreign Ownership of US Trucking Firms Fuels Safety Crisis
I've argued that you should be an American citizen to own a trucking company. This is a requirement in almost every single commercial mode of transportation, except for trucking. The reason is simple: overseas actors will own trucking companies and...
Novo Partners OpenAI as Ideaya's Eye Data Disappoints
Novo teams with OpenAI; Ideaya gets muted response to eye drug data https://t.co/U6sDZlMxyQ $NVO $IDYA $REGN $GSK
Seven Myths About the Iran War Debunked
“Seven Myths About the Iran War.” @tabletmag Must read article. https://t.co/v209ZQ7ssx Myth 1: This was a “war of choice.” Myth 2: The Joint Comprehensive Plan of Action had moderated Iran and stabilized the Middle East before Trump broke it. Myth 3: Biden extracted...
Freight Data Shows Industrial Demand Rising Despite Oil Shock
Ignore the noise and focus on the signal. This is a great economy for goods consumption and we are finally starting to see industrial demand strengthen. If the oil shock were going to impact goods demand, it would have shown...
YIMBYism’s Early Wins Signal Hopeful Momentum
Lately, there has been a lot of frank discourse about what YIMBYism has accomplished in California. I think this impatience, even after big wins, is good and healthy—but it misses the early signs of success in front of us. In...
Remittance Tax Hits Payment Method, Not Sender Identity
1% Remittance Tax Targets How You Pay, Not Who You Are via @forbes https://t.co/qLUhrlx7yB #TaxLaw #IRS #RemittanceTax #CrossBorderTax #InternationalTax #GlobalFinance #MoneyTransfers #DigitalNomads #FinTech #TaxPolicy https://t.co/Ex3DMULX4V
Solar Desert Project Highlights Complex Anthropocene Trade‑offs
Surprised myself with this story. Went into the desert expecting to write about a terrible solar project that would harm bighorn sheep...and ended up writing why California should maybe approve it anyway. In the Anthropocene, there are no easy choices: https://t.co/nHm7TLYZB1...
Classic Lymphadenopathy Differential Diagnosis Table Highlights Key Features
Lymphadenopathy [2000] Habermann & @DavidSteensma @MayoProceedings https://t.co/56RvIsHEG3 <- a classic esp DDx Table 3 #lymsm #hemeonc https://t.co/PlvEKQVoiG
Transportation's Future Unveiled: Live Talk at Noon
David Levinson, University of Sydney, shares how transportation is evolving. Tune in live at 12 pm CT at: https://t.co/ykUbRecWPm. #TPSS #IoT #sustainability #5G #cloud #edge #digitaltransformation #PeggySmedley #podcast https://t.co/mqMjoYcMdr
TownCentreCapital Offers All‑Cash, 45‑Day Strip Center Acquisitions
Dear Retail Brokers: I'm reaching out because we're actively acquiring strip centers and wanted to be on your radar in case any of your retail landlord clients are considering a sale. We've purchased 40+ strip centers so far and are continuing to...
Mild Winter Triggers US Gas Price Plunge
U.S. gas prices plunge after exceptionally mild end to winter U.S. gas futures prices have slumped after the warmest end to winter for more than 15 years caused storage injections to begin earlier than normal, with the threat storage space would...
Disneyland Vacation Now Eats Up Entire Vacation Budget
In past 5 years, price for top Disneyland day pass up 2x to $224. About 1/2 of guests also pay $30+ per person for Lightning Lane passes. Cost for family of 4 for 4 days in park is now ~$4,500 (vs....
Unexplained Splenomegaly Study Reveals Preliminary Findings
The Challenge of Unexplained Splenomegalies: Preliminary Data of the French Prospective Multi-Center Splenomegaly Study (SMS) [Nov 29, 2018] Guillaume Denis, MD etal. @BloodJournal 32 (Supplement 1): 4815 #ASH18 https://t.co/N0PeoI1agT #SMUS
SMART Permission Tickets Enable Seamless Patient and Proxy Access
How might SMART Permission Tickets help with patient self-access, proxy access, public health, and more? Overview / explainer / live demo here: https://t.co/AHJ8s5oBuA
Due Diligence Saved Us: Globalstar Went Bankrupt
I did due diligence on a potential Globalstar acquisition in ~ 1999-2000. We passed for a number of reasons. Globalstar filed for Chapter 11 bankruptcy protection on February 15, 2002. Adding a mobile component to the Leonbroadband system improves scale. https://t.co/GVvgIb0cD4
Your Supply Chain Defines Brand Promise and Competitive Edge
“Effective supply chain mgmt. is a keystone of fulfilling an org.’s brand promise. Even if you use outsourced supply, it’s still ur offering, ur brand, and ur reputation—thus ur position in the competitive landscape as a leader or laggard.” https://t.co/VTXmS1IB2a #supplychain https://t.co/UBet1iZ8PY
World Cup Ticketing Removes NJ Transit Concessions for All
"While NJ Transit ordinarily offers concessionary prices for seniors, children and disabled passengers, the World Cup pricing will be one blanket price for all categories."
Medical Claims Require Trials, Not AI Hype
-AI has nothing to do with it. You are selling bullshit. If your AI can determine which person ‘needs’ which peptide, you will need a trial to show that. -Palantir has nothing to do with it - You can sell...
Atlantic Funds Deep Dives Into Sports Betting, Free Bread
The Atlantic really doing yeoman's work these days, giving its journalists amazing budgets to pursue deep investigations into sports betting and free bread.
CGNT Hits High‑grade Copper; PEA Imminent Amid Demand Surge
$CGNT.v MD-060: 68m @ 0.97% CuEq inside 371m @ 0.53% CuEq. Higher grades at southern margin (141m @ 0.71% CuEq). Copper ~$6/lb on AI/electrification demand + supply deficits. 3 rigs drilling toward PEA. @Cu_Giant should attract some attention.
China Cracks Down on Firms Ditching Its Suppliers
1/2 NYT: "As China’s mammoth trade surplus stokes global tensions, Beijing has enacted sweeping new regulations to investigate and punish foreign companies that stop using Chinese suppliers in response to political pressure at home." https://t.co/hHhm9lhuk8
China’s March Soybean Imports Slump Far Below Expectations
🇨🇳China imported 4.02 million metric tons of soybeans in March, well below expectations and the month's average (both ~6 mmt). Halfway through 2025/26, total imports were a 3-yr high BUT below the 5-yr avg on minimal US arrivals. 10+ mmt per...
China Halts Exports From Plastic Trinkets to Missile Magnets
Bessent: “China is stopping exports of various products” Products like “plastic trinkets”, or products like “the rare earth magnets we need to rebuild our missile stockpiles to continue our war v. Iran”? 🤔
Agency Heads Cash Multi‑Million Lobbying Jobs From Regulated Firms
This has nothing to do with "the vast majority of normal people." This is about heads of agencies who take multi-million-dollar do-nothing lobbying jobs with the entities they used to regulate -- and it is actually a problem
Comprehensive Genomic Panel Broadens Oncology Treatment Options
Unique Features of a Comprehensive Genomic Profiling Panel: Expanding Treatment Options in a Value-Based Community Oncology Network [Mar 9, 2026] La Porte et al. @DrEzraCohen @JCOPO_ASCO https://t.co/tDi3kbxdvX #PrecisionMedicine #hemeonc @TempusAI https://t.co/zgEw8hfFia
Real-World Data Reveal Molecular Profile of Metastatic ILC
Molecular Characterization of Patients with Metastatic Invasive Lobular Carcinoma: Using Real-World Data to Describe This Unique Clinical Entity [Sep 10, 2025] Davis et al. @CCR_AACR https://t.co/eY0etUfQhQ #bcsm #PrecisionMedicine #camoldx @TempusAI https://t.co/oDkC1Ua6DS
PurIST Classifier Validated for Pancreatic Cancer Therapy
Real-World Validation of the Purity Independent Subtyping of Tumors Classifier for Informing Therapy Selection [PurIST @TempusAI] in Pancreatic Ductal Adenocarcinoma [Sep 4, 2025] @stephwen et al. @JCOPO_ASCO https://t.co/R24DErvaB4 #pancsm #PrecisionMedicine https://t.co/40LqNDQJHo
People, Not Tech, Drive Project Success or Failure
Projects often fail not due to technical issues, but because of resistance to organizational change. The human element—how well teams adopt new processes—is the number one factor determining success or failure. #ProjectManagement #ChangeManagement https://t.co/FrnbMPGgJ1
Andina Copper Shows Early Upside with 232m 0.68% Cu Hit
$ANDC.V just hit 232m @ 0.68% Cu + 75ppm Mo + 2g/t Ag from 38m. Part of 486m @ 0.42% Cu. Footprint now ≥950m x 525m and open in all directions. 2nd rig mobilizing. Near-surface Cu-Mo porphyry with consistent hits = classic...
Somatic Immune Cell Mutations Linked to Autoimmunity
New evidence that somatic mutations in immune cells can be the basis for autoimmune disease @Nature https://t.co/GvzxLYgvfw
Wired’s Latest Piece Is Irresponsibly Vapid and Stupid
one of the most stupid, irresponsible, and vapid headlines / pieces i’ve read from wired. shame.
Goods Sector Defies Oil Price Surge, Truckloads up 11%
The goods industry is the most exposed segment to the price of oil and yet since March 1st, we have seen incredibly strong signals out of the goods economy with activity firming, not weakening. If high oil prices were going...
Revolut AIR Launches with 13M UK Users, Outpacing Rivals
Revolut AIR: Large-Scale Consumer Agentic Deployment (13M Users) Competitive context: Starling (March 2026), NatWest (March 2026), now Revolut (April 2026). All UK launches within 5 weeks. Revolut scale: 13M UK customers = largest single deployment. Security differentiator: "built on transaction-grade infrastructure"....
Jay Monroe's Satellite WiFi Bet Made Him Billionaire
The big winner is Globalstar controlling shareholder Jay Monroe who has believed in satellite WiFi for years. When I first wrote about him 12 years ago, his kids had no idea he was already a billionaire from $GSAT
RUNX1 Identified as Key to Rejuvenate Aging T Cells
Discovery of a factor (RUNX1) that pinpoints T cell senescence and restoring its functionality achieves T cell rejuvenation. Significant implications in older adults with loss of immune system protection. https://t.co/X58DvzIUXY @ImmunityCP https://t.co/hzL3zFiPMm
Continuous Fermentation Cuts Costs, Beats Traditional Bioreactors
The biomanufacturing bottleneck isn't biology. It's economics. Building bigger bioreactors doesn't fix unit costs. https://t.co/2RAcw704uk's bet: continuous fermentation decouples growth from production, keeps cells in an ultra-productive state for weeks, and runs like a conveyor belt instead of a batch process. ...
Energy ETF Slides 12%—Buy‑the‑Dip Opportunity
12% pullback in energy stocks $XLE for everyone who was frustrated they missed the move and swore to buy back in on the next dip https://t.co/xeYc2YdVHI
Saudi, Egyptian, Pakistani Ministers Seek Iran Strait Deal
Foreign ministers from Saudi Arabia, Egypt, and Pakistan will meet their Turkish counterpart in Turkey this week to discuss proposals presented to Iran to end its effective closure of the Strait of Hormuz and reach a permanent cease-fire with Washington-WSJ
Turn One Hour Podcast Into Three Short Episodes
Another podcast hack I'm trying that seems to be working well: Instead of a 1 hour block, I will record 30m with a guest, then two 15m episodes on different topics. So we have 3 episodes versus 1. There's a market...
Report Shows CPUs Can Achieve 2:1 Scaling
None of this would surprise anyone who read my full report. I even made the case that in what scenarios CPUs could go to 2:1. https://t.co/jjdrB3k1Bt