Controversial Drugs Once Feared, Now Offer Hope
A decade ago, these drugs tore apart the FDA. Today, they might be some patients’ best hope Another wonderful piece from @Jasonmmast https://t.co/zOvLrdAPKi via @statnews
France's Naval Edge Exposes UK's Channel Vulnerability
France has a nuclear aircraft carrier and the best frigates ever built. UK can’t deploy a single warship in 5 weeks. So why do we still call it the English Channel?
Hormuz Loses Relevance as Rivals Rush Pipeline Bypasses
COLUMN: No matter what the US and Iran agree over the future of Hormuz, the strait’s status will change. But the waterway will never be as critical as it was six weeks ago: Iran's rivals will rush to build more...
Medical Outpatient Property Fundamentals Reach All‑Time High
Texas Medical Office Snapshot | Q1 - 2026 The fundamentals have never been better in medical outpatient properties. https://t.co/Kvf1F1VxFj
Oil Forecasts Collapse; Trump Needs War Ended
I spent recent weeks pushing back on $150 or $200 oil price forecasts. Those are now firmly off the table. Brent futures are down sharply and that's right. There's lots of open questions, but the big picture is that Trump...
Simplify Checkout, Double Revenue Faster than More Traffic
Almost every week, I see accounts spending $2,000/month with decent traffic… but flat revenue. There’s always that quiet thought — “Maybe we just need more volume.” But more traffic was only amplifying the leak. The real issue sat in a weak checkout flow. We...
Only Radical Change, Not Slight Tweaks, Disrupts Markets
Uber didn't invent taxis. They made the shitty taxi service obsolete. If your offer is "slightly better," you'll only stay slightly relevant. (until you’re not)
Beehiiv Article Links Missing Dofollow Attribute, Why?
I wrote articles on @beehiiv with links but they aren't dofollow backlink. Which is weird as I have seen many websites with dofollow backlink from beehiiv posts. Any idea why? Did I do something wrong?
Manufacturing Grows Amid War, S&P Global Shows
"Data collected by S&P Global suggest that manufacturing is expanding despite the war" -John Authers, BBG
Iran Ceasefire Sends Oil Below $100, Stocks Surge
Iran ceasefire news just crushed oil under $100 and stocks are ripping higher. Risk-on mode is back in a big way. We'll be tracking these momentum moves live with the DOTS indicator in 2 hours to catch the best setups....
AI Fuels Cyber Arms Race; Speed Decides Advantage
AI is set to transform cybersecurity on both sides. New systems from companies like Anthropic and OpenAI are making it easier to launch faster, more sophisticated attacks, while defenders are turning to AI to keep up. It is becoming an arms race....
Normal Tanker Flows in 2‑3 Months; Products 6‑12 Months
If the ceasefire holds, expect 2–3 months before tanker flows and refinery feedstock delivery approach anything like normal, and 6–12 months before refined product markets (jet fuel, diesel, chemicals) fully normalize.
Ukraine's Drones Aim to Choke Russian Baltic Oil
If Iran can shut down the Strait of Hormuz, why shouldn't Kyiv shut down the Baltic? Kyiv is using drones to hit Russia's two key ports in the Baltic. It spared key infrastructure, but the signal is clear: Ukraine can...
Biofuel Lobby Urges 45Z Rule Amid Tax Credit Uncertainty
Biofuel Groups Push 45Z Rule as Delayed USDA Emissions Tool Clouds Tax Credit Value https://t.co/e4B9eUJeY4
Mid‑size Firms Reject Costly, Oversized Consulting Models
Mid-size companies are realizing big consulting firms don't offer cost-effective solutions. Staffing large projects for smaller clients, similar to Fortune 500s, adds no real value and is an outdated model clients are now spotting. #Consulting #BusinessStrategy https://t.co/bNQetvZEJi
Only Two Bulkers Move Out, Rest Remain Stationary
Checking @MarineTraffic this morning and there is no large scale movement of ships. NJ Earth cleared the toll booth outbound. Daytona Beach is out of Bandar Abbas Iolcos Destiny and New Ambition, both bulkers, are heading outbound to the toll booth after offloading...
2026 Energy Shock Peaks Far Below Past Records
The scorecard of the (so far) 2026 energy shock: (Peak price set during US-Iran war Feb 28-Apr 7 vs all-time high; in nominal terms) ⛽️ Brent oil: ~19% below 2008 peak 🔥 TTF nat gas: ~79% below 2022 peak 🔌 German power: ~89% below...
FedEx Freight Investor Day Live at 8 AM – Register Now
For those interested in listening, FedEx Freight Investor Day starts at 8:00 am this morning. To register - https://t.co/TZsxiHyJ7n
Markets May Ignore Oil Flow Glitches If Outlook Improves
I am fully aware that oil-flows are not normalized tomorrow or next week It is not the point. The market will look through that if the sequential outlook improves Think of e.g. the spring for 2020, where markets improved even before...
US Blocks Ford's Bid for Aluminum Tariff Relief
"US rejects aluminum tariff relief request from Ford" https://t.co/jFypu1NlqH "While Novelis has been making up for lost production with aluminium from its plants in South Korea and Europe, the imported metal is subject to a 50% duty" https://t.co/KYjObj1b2R
Avoid Manual Triggers That Cause AI Content Spikes
Scaling AI-generated content for AEO/GEO purposes? "Mt. AI" can result from an algorithmic drop or a drop from a manual action. See below what the manual action could look like. You don't want this. You really don't want this. :)...
Oil Drops, Stocks Surge After US‑Iran Ceasefire
TACO Trade Is Back As Oil Falls, Stocks Rally on US-Iran Ceasefire - Business Insider https://t.co/Vei7jJ8uDy
Pentagon Briefing at 8 A.m. with Hegseth, Caine
Good morning all from the Pentagon briefing room. Defense Secretary Pete Hegseth and Gen. Dan Caine are due to brief the media here at 8 a.m.
2026 NFL Schedule Likely Dropped During Early May Upfronts
.@AdamSchefter says he expects the 2026 #NFL Schedule to be released on Tuesday, May 12, Wednesday, May 13 or Thursday, May 14. FWIW, #Amazon, #Fox & #NBC have their upfronts on May 11. #ESPN is on the 12th. #CBS is earlier,...
No Navy, No Uniform: UK's Deployable Fleet Fails
New rule: nobody in your nation gets to wear a Navy uniform if you don’t have a single deployable warship. Not in ceremonies. Not in parades. Not at NATO. You don’t have a navy. STOP THE COSPLAY
800+ Vessels Trapped in Gulf as Owners Seek Release
More than 800 are stuck inside the gulf. Although the terms for safe passage are still unclear, owners are moving to free up their ships writes WSJ's @CostasParis https://t.co/BQY0GcPPvk
US Treasury Faces Deadline on Russian, Iranian Oil Waivers
The US has to answer some questions: Does the US Treasury extend the waiver on Russian oil sales? (the general license expires on Sunday, Apr 11) And more politically charged, does the US Treasury extend the waiver on Iranian oil sales?...
Pro‑Waymo Ignoring 177k NYC Driver Jobs Issue
I feel like I'm going nuts here reading on X about the NYC Waymo discourse because none of the pro-Waymo folks are acknowledging the issue: it's 177k FHV driver jobs in the city. You want to advance? You have to...
SGML Eyes 2‑3× Brownfield Expansion Amid Lithium Surge
Pleasure as always to chat with @Anacabralgardn1 @SigmaLithium who, having navigated a challenging period with immense grace and no equity dilution, considers again brownfield stage expansions that can 2-3X current production. Poised to continue re-rating IMO as lithium experiences spodumene surge/shortage. $SGML Not...
Constellation Lock Shapes In‑Flight Connectivity Standards
In-flight connectivity: @GilatSatNet @PanasonicAero @Hughes & @SES_Satellites on 'constellation lock' & the drawbacks and benefits of terminal standards.https://t.co/PwyXgeiwJJ https://t.co/Vr4ARPxJse
ARPA‑E Announces Record Fusion Funding Amid Trump Cuts
Exclusive via @axios' @AmyAHarder: DOE's ARPA-E will will today unveil record fusion funding even as President Trump seeks to cut other parts of the federal fusion budget. Link in next post. #energy #climate #AI
Passion Beats Polish: Community Drives Sales
I spent $500 on a product with 'awful' branding but a cult-like following. It scaled to $20k/month. I spent $10k on a product with 'perfect' branding and zero community. It flopped. The market doesn't care about pretty. It cares about...
Audit AI Outputs Now to Avoid $145K Fines
$145K in AI citation fines. Q1 2026. Already billed. Courts are not warning anymore. 4 things to audit: Map AI output exposure Test compliance flexibility Check association risk Reframe automation language Who verifies before it goes out? https://t.co/jiDxZhf68S
PLTK Faces Sale After 90% Decline, 4x EBITDA
$PLTK is a prominent gaming company that may be up for sale. A strategic review has finally been announced after five difficult years since the IPO. The stock is down about 90% over this period. The company trades at around 4x EV/ 2026E...
Airline Holds Forecast Amid Fuel Price Uncertainty
“Bastian said the airline isn’t walking back its full-year forecast but isn’t updating it either because of uncertainty of fuel prices.”
Seizing Iran's Oil Requires Invasion, Not Simple Trump Rhetoric
Taking Iran's Oil is far more complicated and dangerous than Trump has made it out to be. We're talking about a humanitarian crisis and a full-blown ground invasion to actually control Iranian production. Full Newsletter: https://t.co/9M4RIr0wDA #crude #geopolitics https://t.co/X25nCUjeYn
SEforALL Champions Global Low‑Emission, Climate‑Resilient Development at Vienna Forum
The International Vienna Energy and Climate Forum takes place this week and @SEforALLorg will be taking part in this important event to promote low-emission, climate-resilient development, highlighting what needs to be done around the world. Here's where we will be this...
Oil Prices Peaked on March 9, Not Today
i still think it's cool that despite all the hooplah you'll hear today about oil prices selling off (and some will even saying peaking), they topped a month ago, on March 9th (not yesterday)... just like volatility $VIX did... 🧐🤨🤓...
Musk Eyes SpaceX IPO This Summer, Beating AI Rivals
Musk, who’d long insisted he would never take SpaceX public—at least not until it had established a Mars colony—appears to be trying to beat AI rivals Anthropic and OpenAI to the public markets as early as this summer. https://t.co/HOEydX4Vk4
Delta Faces $2 Billion Fuel Cost Surge From Middle‑East Conflict
Latest: Delta Air Lines expects to incur more than $2 billion in higher fuel costs through June because of the US-Israel war on Iran https://t.co/pfNgi3ALzA
US Navy Appears Unhurried to Reopen Hormuz Strait
As I hypothesized a few weeks ago. What if the US Navy is in no rush to reopen the Strait of Hormuz?
Simple Robots Unite, Achieving Power Beyond Single Machines
Small robots, big idea. Ant-inspired systems show what happens when you focus less on individual capability and more on coordination. Each unit is simple. But together, they can navigate, carry, and adapt in ways a single robot can’t. That’s the shift. From powerful machines… to distributed...
Saturn Reports Bonanza 277 G/T Au Assay at Apollo Hill
Very exciting exploration news out of Saturn $stn.ax The koala isn’t sure why this name doesn’t get more love and attention Been a bit busy past couple days and weeks but need to catch up with mgmt some point and understand this...
Elon Musk’s $16.5B Deal Rescues Samsung From Chip War
Samsung was getting crushed by TSMC in the chip war. - $3.6B in losses - 7% market share vs TSMC's 67% - About to be overtaken by China's SMIC But Elon Musk just changed everything with one $16.5 BILLION deal... Leaving Big Tech in shock. Here's...
AI's Power Mirrors Nuclear Threat, Prompting Government Takeover
The frontier AI labs have built extraordinary things and I’m in awe of their accomplishments. But if you compare your technology to nuclear weapons, predict that it will disemploy tens of millions of people, and announce the invention of a...
Exercise 60‑75 Min Daily Offsets Long Sitting Risk
Sitting a lot isn’t equally harmful for everyone. In this meta-analysis of >1 million adults, people who sat >8 h/day had no increased mortality risk if they also did about 60–75 min/day of moderate physical activity. (35.5 MET h/week). People doing...
Know the FDA Process: Key to Biotech Investing
Investors should understand the #FDA regulatory process well. Here is a quick summary At each step investors should ask themselves if the company is developing things in a way that will satisfy the FDA Until a drug is approved the FDA is...
Machina Labs Secures $124M for AI‑Powered Aerospace Factory
Machina Labs raised $124mn to build an AI-driven factory for aluminum and titanium aerospace structures. https://www.metalnomist.com/2026/04/machina-labs-aerospace-factory-signals.html
Beijing Launches Robot Arm for Seamless Toll Payments
Beijing Unveils #Robot Arm for Effortless Toll Payments by @levelsio #Robotics #TechForGood #Technology #Innovation #EmergingTech https://t.co/fc7whEciNd
Ukraine's UAV Strike Hits Russian Fuel Depots and Air Defenses
Another night of Ukraine’s middle strike campaign with FP-2, Hornet and other UAS strikes on Russian fuel storage, Tor-M2, possible Buk-M3, Zoopark-1M, warehouses, and other targets. https://t.co/ysfzO0IPPM https://t.co/yaSvieQM8U