UK 10‑Year Bond Draws Record Demand, Yields Spike
The good news for the UK: the country had record amounts of investor demand for a 10-year bond offering. The bad news: they had to offer a high premium, selling the debt at the highest yield since 2008 at 4.9%. https://t.co/wbaeOhrVJj
Iranian Oil Discount Saves China $4.6B, Negligible Impact
By the US's own figures, discounted Iranian oil saved China $4.6 billion last year, about 1.5% of its oil import bill. That's in a $20 trillion economy. Nice for a few Chinese teapots, totally irrelevant to the Chinese economy.
Oklahoma Smelter's Long Build, No Tariff Profit Reliance
"The [Oklahoma] smelter will take at least three years to build and be expected to operate for decades. EGA says it isn’t counting on the tariffs that have helped drive up aluminum prices to make the project profitable." https://t.co/OFyR3UKIwS https://t.co/h0CtrCP2iy
TVTX Surges 45% After FDA Approval, Long Calls Lead
$TVTX jumps 45% on FDA approval, always liked this one, continues to work 5K Apr. 32.5 long calls leads the way https://t.co/g7Ga8FIJve
Special Issue Highlights Advances in Secondary Organic Psychosis
New from us: 🗞️Special issue on secondary ("organic") psychosis just out in Schizophrenia Research edited by @_GrahamBlackman and me, but very much led by Graham: https://t.co/GL2VvvW4QK Excellent articles on pressing clinical and scientific issues from a host of authors👇 https://t.co/7Yjb09SsdS
Wells Fargo’s $36.2 B Private‑Credit Loan Portfolio Unveiled
Wells Fargo in its 1Q presentation, detailed more granularity of its private-credit exposure this morning: ➡️$36.2B of loans to private credit funds (out of $1T of loans) ➡️ 98% senior first lien loans ➡️23% to BDCs (private and public) ➡️17% software, 19%...
Private Firms Transport More UAE Water than Jebel Ali Plant
Tyler + Monocle are carrying more water for the UAE than the Jebel Ali Desalination Plant. https://t.co/AgIWajHCgQ
High‑speed Liquid Manure Application Integrates Cover Crops
How could you sidedress liquid 💩 at a much higher scale with high speeds, lower rates, Just in Time…while integrating cover crops for water and soil quality? We parlay what we learned with our “602” bu footprint corn and set up...
People, Not AI, Provide Competitive Edge
If your plan is “we have AI,” you’re not going to like what comes next. Because everyone has AI. Where to find advantage? Through people. AI cannot replace relationships. Know-who is becoming as important as know-how. https://t.co/v8DCFc3Dmi #ArtificialIntelligence #SupplyChain https://t.co/lmvHQFwxhl
Congress' Housing Plan Risks Exacerbating Shortage
Congress wants to solve a national housing shortage. It might be making the problem worse. via @hapgoodreports https://t.co/NZpRcdOVT3
Free Browser‑Based 3D Building Editor Released Open‑Source
this guy literally just dropped a full 3D building editor that runs 100% in your browser 🤯 no autocad. no yearly license. 100% FREE and open-source. app + repo in 🧵↓ https://t.co/P7xa6uecD0
Customers See Tariff Uncertainty as Cost, Not Demand Issue
While trade and tariff uncertainty continues to be part of the backdrop, most customers are viewing this uncertainty primarily as a cost and planning issue rather than a demand issue - Daniel Florness, CEO of Fastenal during the company's Q1...
UK Grid May Prompt Consumption During Renewable Surplus
British grid operator considers asking customers to use more electricity when there are periods of low demand and high solar and wind output. https://t.co/TosvcV1oXF
Lucid Jumps 12% as PIF, Uber Pour $750M
Lucid shares +12% in premarket. Saydi PIF + Uber investing another combined $750 million $LCID
New AMF AI Guidelines Set Rules for Financial Firms
AMF's #AI guideline is now official: What #financial institutions need to know https://t.co/J8nrpirrln #ArtificialIntelligence #Data
GLP‑1 Weight Loss Meds Now Delivered Nationwide, No Clinic Visit
This box ada GLP-1 injection dalam tu… and it’s going all the way to Sabah. 🤯 Yes, Sabah. Not a normal Shopee parcel. Proper, doctor-prescribed weight loss medication. Ramai orang tak tahu — you no longer have to be in a physical “clinic”...
Ukraine Takes Enemy Position Using Only Autonomous Robots
SCI-FI x SCIFACT Zelensky reveals for the first time in this war’s history and enemy’s position was won entirely by autonomous robots. «The future is here, on the battlefield, and Ukraine is creating it. These are our ground robotic systems. For...
Descartes AI Boosts Routes 30%, Still Overvalued
Descartes launches Fleet Data Intelligence with AI agent René; early deployments show up to +30% route density. Strong revenue/gross margins but P/E appears stretched. Trade: buy on pullback. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Tanzania Urges More Spectrum for Satellite D2D, Cites Interference Concerns
.@GSMA @GSOA_SAT @Ofcom Tanzania #TCRA on @ITU proposal to release more terrestrial spectrum for satellite D2D at @ITU #WRC27. Cross-border signal interference remains an issue for many nations.https://t.co/8WrxIctTmQ https://t.co/s2CjjJDPSe
Design Sixth‑Gen Aircraft Training as a Mission System
3 core conclusions for designing a sixth-gen combat aircraft training & education system - treat it "like a mission system" #avgeek ITEC https://t.co/nRFKnrLKvK
HSBC CEO: War‑era Oil Price Hit $286 per Barrel
HSBC CEO Georges Elhedery said he’s seen the all-in price of oil reach as high as $286, for a barrel received by Sri Lanka, during the war https://t.co/KccLLhDePj (in conversation with @DavidInglesTV) https://t.co/v3TnBx0bsB
Two‑Month Embargo Cuts China’s Emergency Reserves ~10%
"Even a two-month embargo would only see China depleting its emergency reserves by about 10%." https://t.co/9wseXtRVym https://t.co/ZfwXR9aAGx
More Accountability, Not Less, Protects Mental Health
We're talking again on Threads about coaches and therapists - here are my thoughts. 1. Accountability matters. Working with mental health comes with tremendous, literal life and death risk. The entire purpose of licensing is to protect the public from...
Students Must Practice Moral Courage Now
Medical students know when something is wrong in clinical training. They're not lacking moral courage. They're experiencing moral isolation. Called "student one" instead of by name. Removed from roles because of their skin color. Managing food insecurity between rotations. And...
SGLT2 Inhibitors Protect Kidneys, Yet Raise Non‑Renal Risks
Sodium-Glucose Cotransporter-2 Inhibitors and Acute Kidney Injury Risk: A Systematic Review and Meta-Analysis of Randomized Trials "SGLT2is conferred substantial renoprotective benefits but increases the risk of certain nonrenal AEs." https://t.co/n0yhZgcShy
Through‑Life Training Secures Future Sixth‑Gen Combat Air Power
Next up at ITEC - 'the golden thread - how through-life training will secure sixth gen combat air power' #avgeek https://t.co/961bYEnoB9
Gasoline’s Density and Safety Outshine EV Parking Challenges
People forget how wonderful a product gasoline is: Energy dense, easy to transport and it doesn’t randomly combust. Will apartment blocks be comfortable having 300+ EVs parked continuously?
Solar Surge Overloads Grid, Paying Users Highlights Flaws
Nothing screams broken energy grid than this. Paying households to use excess power. Utterly bonkers Solar power threatens to overwhelm electricity grid https://t.co/pb9kRcxfRZ
AR‑Enhanced Ultrasound Projects Anatomy Directly Onto Patients
What is the point of using augmented reality and ultrasound imaging together? Instead of interpreting flat, abstract images on a screen, clinicians can see anatomy overlaid directly onto the patient’s body in real time. If they learn how to exploit this...
US Petroleum Exports Rise as Refined Product Shipments Surge
U.S. PETROLEUM EXPORTS accelerated by 0.6 million barrels per day (b/d) in March compared with the same month a year earlier as the war between the United States and Iran triggered a worldwide scramble for replacement crude and fuels. Crude...
Fund Managers Forecast Oil at $84 by 2026
"FMS investors expect oil to trade at $84/bbl by the end of 2026" - BofA April Global Fund Manager Survey https://t.co/Q8YqzLL8TR
Oil and Global Semiconductors Lead Most Crowded Trades
"Long oil & long global semicondutors are tied for #1 most crowded trade" - BofA Global Fund Manager Survey https://t.co/y6qMael0UA
Generative AI Now Finds Zero-Day Vulnerabilities, Prediction Proven
Three years ago, I said in my talks that generative AI would eventually start discovering zero-day vulnerabilities. At the time, many people dismissed the idea as unrealistic. It is no longer unrealistic. https://t.co/Xrh5MjNmuA
AI‑piloted Merlin Helicopter Now Voice‑controlled in BAE Simulator
Interesting new capability being demoed here for BAE Systems maritime module for its OdySSEy battlespace sim - AI controlled ASW Merlin helo that can commanded using voice recognition. #ITEC https://t.co/o6t7BKJpq4
Track Capital Rotation to Anticipate Market Moves
Capital doesn’t stay in one place. It rotates. And if you understand this rotation… You stop chasing the market and start entering before it moves. This chart explains Gurgaon better than any report. Let’s break it down 👇 ### First — what are you looking...
Iranian Bulkers Mask Iran Trips with “PGPORT” AIS Label
"PGPORT" Several Iranian ships (mostly bulkers) signaling a new destination on their AIS, as "PGPORT" (Persian Gulf Port) rather than declaring that they are going, as it's very likely, to Iran. Next, I bet: "PGFORORDERS."
Visit Quarterbac Booth at AMPEAK 2026 for WorkUp Demo
Before #AMPEAK 2026 wraps up on Wednesday in Perth, make sure you drop by the Quarterbac booth and meet Dave Robinson ( Founder/CEO ) and his crew at this years event, say hi, introduce youself, and schedule a followup workshop...
IMF/WB Summit Likely Triggers Further Oil Price Drop
The IMF/WB meetings are happening this week in DC. My best guess is that they'll be a catalyst for oil prices to fall further. A lot of people are coming to DC from across the world and will realize the...
Hybrid Wargame Tests Uncrewed System Procurement Choices
Spotted at ITEC 2026 - Matrix Pro Sims running a hybrid wargame with Command Pro to explore procurement choices in uncrewed systems @CommandDevTeam #avgeek https://t.co/IQxcmCZHXn
ITEC26 Highlights Cutting-Edge AR Gaming Simulations
Serious gaming and the latest AR/mixed reality simulation tech on show at ITEC26 #avgeek https://t.co/0JZXYk5A9w
Effective Execution Is Half the Change Challenge
“Orgs. facing dire problems know they must act. Yet deciding on the right action(s) is only half the challenge. The other half is executing the decision *effectively*—and that’s a challenge in itself.” 🔗 https://t.co/JX6MTYzYmq #changemanagement #organizationalchange #agile https://t.co/rl47omZUIW
Shipping Surge, Iran Nuclear Pause, Israel‑Lebanon Talks Signal Hope
🔥 FINALLY SOME GOOD NEWS FOR WORLD WAR 🔥 34 ships passed through the Strait of Hormuz on 12 April. Highest since this war began. Iran offered to suspend nuclear activity for 5 years. Israel and Lebanon to hold negotiation talks in the...
EU's New Minerals Platform Challenges China's Rare Earth Dominance
China controls 90% of rare earth output. The EU just launched a coordinated minerals procurement platform. Geopolitics, energy transition, defense, AI chips: all competing for the same supply chain. This is not a trade story. It is a sovereignty story. https://t.co/0NssdXkSXt
Resilience Over Self‑Sufficiency: Diversify Food Supply Chains
Food security looks very different from wealth. Only one country - Guyana - can produce all seven essential food groups domestically. Most others, including large economies like the U.S. and China, rely on imports in at least one category. That highlights a structural...
Humanoid Robots Become Tireless, Instantly Adaptable Factory Workers
What if the most flexible worker in your factory never gets tired, never calls in sick, and can switch jobs instantly? That’s the promise behind a new wave of humanoid robots now entering real factories. Not labs. Not demos. Actual production floors. One example...
China Airlines A350 Rolls Back, Damages Door and Bridge
Ground incident at Melbourne Airport this morning: China Airlines Airbus A350-941 (B-18902) rolled backwards while connected to the aerobridge, causing significant damage to the left forward passenger door hinges and the bridge structure itself. Flight CI58 to Taipei has been...
Reshares Are Dead: Social Media’s Era Ends
Reshares (formerly known as retweets) are dead. An end of an era in social media.
Fubo's Sports Lineup Has Big Gaps; Not Ideal
Is Fubo a Good Choice For Sports Fans? Streamer’s Lineup Has Some Big Holes https://t.co/IxtAzRYRFj via @TVAnswerMan
Air Canada Unveils New Cabins, Shares Design Strategy
Air Canada Reveals Stunning New Cabins — What Its COO Told Me About The Design Choices And Fleet Plans - View from the Wing https://t.co/3CEykngoAu
Local ISPs Lobby to Block Starlink, Echoing US Influence
Business HEAVILY influence Public Policy…. Rich people like @elonmusk hold sway over politicians in the United States…. But what the folks in the US forget is that there are also businesses in other countries & they influence policy there. Starlink...