Sovereignty Demands Own Supply Chains, Not Paying Iran
This is an analysis, not my personal preferred outcome. I personally consider it pathetic to pay a toll to the Iranians, for example, but you are not sovereign unless you control your own supply chains in the current environment, as I have said over and over.
Common Table Salts Laced with Microplastics and Heavy Metals
What’s in your salt? I tested some of the most popular salt brands on the market and the results were pretty shocking… We know very clearly that microplastics and have heavy metals can be toxic to the human body (PMID: 35608037,...
Oracle's Layoffs Fund AI, Highlighting Moat versus Rent
Oracle cut 30,000 jobs to fund AI data centers. That's not a tech layoff. That's capital reallocation made visible. The question: are you building the system of record, or building on top of someone else's? One of those is a moat. The other...
Sports Media Shake‑up: Robo Umpires, WSJ Critique, Upcoming ParaB
The Varsity * Robo umps are here. * Wapo hires some sports reporters. * Rupert's WSJ swipes at NFL's antitrust exemption. * Don't expect a lot of changes at NFL Network. * Passan: WBC shouldn't be more than every three years. Plus, I sat down with...
U.S. Manufacturing Renaissance Fuels Record Freight Volumes
The American Manufacturing Renaissance is happening. We are now getting confirmation from multiple freight and supply chain datasets that the industrial recovery is real and manufacturing is on course to enjoy one of the best markets in years. The...
Delayed Sanctions Squandered Cooperation, Worsened War Costs
In a war of choice, these dynamics were foreseeable. With enough preparation ahead of time, the admin could have at least mitigated the costs and tradeoffs for other countries (and get more cooperation as a result). Instead, they’ve lifted sanctions during...
Defense Spending Soars to $2.7T, Still Below
Global defense spending has now increased for 10 consecutive years. In 2024, global defense spending hit $2.7 trillion, a 9% jump from 2023, “the steepest increase since the Cold War,” according to the Stockholm International Peace Research Institute. Every region...
WSJ Validation Sparks Unexpected Self‑doubt over Hypothesis
Just when I was ready to declare victory for my Hormuz Hypothesis, the WSJ agreed with me, which immediately made me question everything I wrote 😂 https://t.co/qaoPHfe9T9
Westlaw's AI Hallucinations Undermine Legal Citation Credibility
“Really bad look for Westlaw, the top brand in the legal space, to be hallucinating legal citations within an accurately cited case.”
President's Messianic Threats Eclipse Iran's Rhetoric
It’s… let’s say “disturbing” when the President of the United States sounds more messianic in his foreign policy threats than Iran’s mullahs. https://t.co/3xfbhvR9yH
ICE Staffing Speeds up Hartsfield-Jackson Security, Benefits Flyers
Can’t speak to what the TSA situation at airports has been the past several weeks, but I just went through security at Hartsfield-Jackson and it was a breeze — ICE officers checking ID’s made it overstaffed in a way that...
US Escalation Timeline Set for Monday 10 AM EST
We have another timeline for US escalation in the Iran conflict if there isn't movement on opening the Hormuz Strait: Monday at approximately 10:00 EST. At least the market would be open if they follow through at that time. Active...
Goldman Sachs Warns of Oil Supply Chain Strain
Golman Sachs. Running out of oil? Supply of supply chains. Derivatives and distillates. How long? Cost? Jobs?
Robotic Hand Beats Human Reflexes in Speed and Precision
Faster Than Human Reflexes: A #Robotic Hand Redefining Speed and Precision by @sciencegirl #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/dB66nkdpUp
Silicon Valley's Immortality Bet Reaches 91‑year‑old
Longevity treatments for a 91-year-old. That's the kind of story that captures where Silicon Valley's immortality bet is actually heading. Great piece by @AmyDMarcus, who I had the chance to meet in Boston recently. She brings serious depth to this beat,...
Key Needs of Ovarian Cancer Survivors Highlighted
The Needs of Women Treated for Ovarian Cancer: Results From a #gyncsm Twitter Chat [Apr 26, 2018] @TLHagan et al. @JPCRR https://t.co/dOHPGvQ9Zy
ICE Outspends NASA, Prioritizes Enforcement Over Space Research
ICE has a bigger budget than NASA btw. They would rather put kids in cages, tear families apart, and ki** American citizens than fund climate change research, early weather detection, and inspire the next generation of moon explorers. NASA cuts announced...
CBS Lacks Credibility; California Refinery Faces Clear Monopoly
Of course CBS is not credible, the refiner problem in California is fairly straightforward monopolization.
COVID-19 Outcomes Worse for Gynecologic Cancer Patients
COVID-19 in Patients With Gynecologic Cancer: A Report From the COVID-19 and Cancer Consortium [Mar 16, 2026] @AlainaJBrown et al. @COVID19nCCC @JCOOA_ASCO https://t.co/lZU3hFiNSS #gyncsm #CCC19 #COVID19nCancer #COVID19 https://t.co/mG18P0SHk3
America’s Empty Spaces Reveal Mobility, Not Resource Scarcity
If you fly across the US, you see it's EMPTY. Vast stretches of land where nobody lives... We don't have a scarcity problem, but a mobility and accessibility one.
The Drama Opens Strong, Outpacing Challengers' Debut
Strong $6.4M Good Friday opening day for original film #TheDrama incl pre-shows. Basically even with Zendaya's Challengers which bowed to $6.3M in APR 2024 (on regular FRI). Fans liking what they see. RT aud score ticked up to 83% now, CinemaScore...
Shipping Squeeze: Tanker Rates Surge Amid Iran War
OUT NOW - @ed_fin on historic squeeze in shipping: -Why tanker rates soar 2-10x+ on Iran War🛢️ -Strait re-opening = "feeding frenzy"; if not "crisis"⚓️ -Routes/vessels/stocks best poised 🚢 Apple🔊https://t.co/qUjYx8adg2 Spotify📽️https://t.co/07NUjj4n74 https://t.co/3ZLXMZR8p2
Snapchat's Total Snap Takeovers Let Brands Own Every Tab
Snapchat introduced Total Snap Takeovers, letting brands run ads across all major tabs, including Map, Chat, Camera, Stories, and Spotlight, in a single buy. With 97% of users visiting multiple tabs per session, it's a format designed around actual user...
Recent Cancer Treatments Linked to Worse COVID-19 Outcomes
Association of Clinical Factors & Recent Anti-Cancer Therapy with COVID-19 Severity among Patients with Cancer: A Report from the COVID-19 and Cancer Consortium [3/18/21] @PGrivasMDPhD @arkhaki et al. @COVID19nCCC @Annals_Oncology https://t.co/WH5PPJySj6 #CCC19 #COVID19nCancer https://t.co/WN6maEUppn
China Adds 32.5 GW Solar as Polysilicon Prices Plunge
China PV Industry Brief: China adds 32.48 GW solar as polysilicon prices fall #energysky -- via pv magazine global: https://t.co/Vdb2Zj2FSP
AI Shopping Generates Unattributed Conversions, Skewing Metrics
AI shopping is sending buyers to your store but NONE of them show up in your attribution. 39% of consumers already use AI for product discovery, and 23% of Americans bought something via AI in the past month. These are the...
New Questions, Fresh Insights: Journalists' Greatest Compliment
I conducted seven interviews this week for an upcoming print feature and each interviewee told me I asked them questions they'd never been asked before. This is the most wonderful thing you can say to a journalist, IMO.
One‑Third of Global Helium Locked Away, Raising Supply Risks
A Third of the World’s Helium Is Trapped. Here’s What That Means. https://t.co/3nC0gUclwq via @hedgeye
The Drama Pulls $6.4M Friday, Eyeing $15M Weekend
#TheDrama raises $6.4M Friday, weekend in $15M range Will be one of A24’s largest wide openings ever https://t.co/xZR8mDCIaN
NASA Skips Prelaunch Briefings for Upcoming Resupply Flight
Unfortunately, NASA is not doing any prelaunch mission or science briefings for this, unlike most previous resupply flights.
Waymo Needs New OEM Partner Before Q4 Deadline
The latest episode of #AutonomyMarkets is out now. Watch or listen on your favorite podcast player. Waymo Needs Another OEM and Q4 Might Be Too Late $GOOGL, $TSLA, $BIDU, $UBER, $HYMTF https://t.co/Ud9C01FcoW
US Missed Early War‑risk Coverage; Strait Security Remains Lacking
Okay, this is 5 weeks too late. The US should have had war risk coverage in place on Day 1 when the issue was the lack of sufficient money in the pot. Ships have already obtained war risk through commercial means. The issue...
Smart Investors Follow Capital, Not Price
Gurgaon real estate doesn’t move randomly. It moves in cycles of capital. Look closely: • When price rises → smart capital reduces exposure • When price corrects → smart capital accumulates • When liquidity peaks → retail dominates This pattern has repeated across cycles: 2000 → accumulation 2006...
Users Demand Westlaw’s Data Be Factual, Not Fabricated
“Users have every right to expect that a Westlaw product isn’t spewing made up garbage.” 👀
Few Theaters Worth Rebuilding Amid Poor ROI
What percent of movie theaters if they burned down would be rebuilt today? How many are making a return on investment that makes sense versus high sunk capital costs?
Hotels Cut Breakfast Buffets Under Climate Pretense
Hotels Are Using Climate Goals To Shrink Breakfast Buffets — Guests Get Less, Owners Save More - View from the Wing https://t.co/eEZrnXTL3j
Diet Sodas Raise Liver Disease Risk as Much as Sugar
As a medical school professor, I need to warn you: "diet" drinks may be just as dangerous as sugary ones for your liver. A major UK Biobank study of 124,000 people found: -- Artificially sweetened drinks raised liver disease risk by 60% --...
Top‑Level Decisions Ripple Into Every Crisis
This week wasn’t noise. It was a pattern. Veterans are losing their homes. Military leadership is being reshaped. A new AI divide is forming. Power is shifting behind the scenes and the world is already paying the price. Different stories. Same throughline: Decisions at the top...
Transit Projects Overengineered: No Need for Academic Justifications
We have never built a bridge as a response to people swimming across a river. Why the justification for better transit needs a master thesis for every project is beyond me.
Value‑based Care: The Healthcare Villain to Scrap
The villain in health care is something called ‘value based care.’ Get rid of it.
Vasectomy Coverage Lags Behind Female Contraception Under ACA
“Despite being one of the safest and most cost-effective permanent contraceptive methods, vasectomy is not guaranteed no-cost coverage under the Affordable Care Act’s preventive services mandate in the same way female contraception is.” Dominick Shattuck digs into vasectomy coverage (an...
Gig Work Is Flexible, Taxes Are Complicated
Gig work is flexible. Gig taxes? Not so much. No 1099 doesn’t mean no reporting—and some new deductions sound great… until you realize there are rules attached. It’s one of those “simple until it’s not” situations. Here’s what to know: https://t.co/BXKJJZUpEQ
Ukraine's $2,100 Sting Interceptor Secures 11 Middle East Contracts
Sorry boys. Ukraine’s Sting Interceptor. Battlefield proven against Iran’s Shahed drones. $2,100 per unit. First to market. Already under contract to 11 Middle East nations. 1,000 units a day Ukrainian production capacity. https://t.co/vlQahbzlE1
War’s Ripple: Global Delays Highlight Real Fallout
Things are delayed all over the globe. That's the real world fallout from the war. We discussed it on our latest Facts vs Feelings. https://t.co/yVab2TJT0b
Meloni Heads to Doha to Secure Gulf Energy Ties
Italian Prime Minister Giorgia Meloni arrived in Doha Saturday as part of a 2-day diplomatic charm offensive meant to shore up ties with the Gulf and bolster energy supplies hit by the war in Iran https://t.co/qFF0IY3avN via @donatopmancini @ssirletti https://t.co/r8GavWDRH6
Trump Misreads Oil Markets: Global Pricing Overrides Independence
Trump thinks US energy independence protects Americans from Gulf shocks. But he FAILS TO SEE that global markets are pricing all barrels the same. TRUMP = CLEARLY DOESN’T UNDERSTAND THE MARKETS FOR OIL. https://t.co/tp5LhHAisM
BoA Survey Confirms Real Freight Market Recovery
BoA’s shipper survey is one of the most reliable datasets to monitor the health of the freight market. In March 2022, it signaled the collapse in the freight market, alongside SONAR’s data. At the time, there was massive skeptism about the...
CSAR Explained: Saving Downed Airmen From Iran
Jolly Greens, Sandy's, CSAR, Popcorn, and Unlucky Jet. What does it all mean? A quick explainer on what Combat Search and Rescue means and is and how it's being used in Iran to rescue the two downed airmen. I just...
U.S. Boosts Hormuz Insurance to $40B to Attract Ships
U.S. Doubles Hormuz Insurance Backstop to $40B in Hopes of Luring Ships Back. War risk—physical vs financial. Who has used this program? https://t.co/uliGuwjTgu
Artemis Captures Earth From Behind, Unlike Apollo.
Left to right: Original unedited Apollo 17 mission Blue Marble photo; Artemis II's Hello, World photo; Apollo 17 Blue Marble edited by NASA; and NASA's EPIC camera onboard NOAA's Deep Space Climate Observatory satellite on the 50th anniversary of the...