Crude Prices Drop on Iran Negotiation Optimism Amid Ongoing Hurdles
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices sink once more on renewed Iran War negotiation optimism, though major diplomatic hurdles remain and the oil market continues to hemorrhage supply. Summary below, full report in reply. https://t.co/uJwazpuze5
Leukemia Drug HHT Delays Aging, Extends Mouse Lifespan
Homoharringtonine exhibits senotherapeutic activity that mitigates diet- and age-associated obesity and insulin resistance and extends lifespan in mice [an FDA-approved anti-leukemic drug; authors found that "HHT treatment delays aging and extends the lifespan in progeroid and aged mice"] https://t.co/LEegM8XUtR
US Diesel Hits Record; Energy Security Concerns Surge
🟥US diesel exports at record high: Will US ban exports? 🟥World Bank analysis of Hormuz Crisis on South Asia is flawed 🟥WSJ misreads Hormuz: As they have been doing since the beginning 🟥Windfall profits tax on oil companies: Pros and cons 🟥Indonesia coal: Part...
A‑10 Warthog’s New Refueling Probe Deployed in Six Weeks
A-10 Warthog’s New Aerial Refueling Probe Is Now Operational In The Middle East In just six weeks, the probe went from its first flight to being deployed to a place where fighting could erupt again at any moment. https://t.co/8CQCSf2olJ
Memorial Day Spike Threatens Cargo Amid Q1 Theft Decline
It’s Memorial Day Weekend, always a big target for cargo thieves CargoNet warns: “Memorial Day creates the kind of operating environment cargo thieves look for: loaded freight at rest, closed facilities, delayed communication, and fewer people available to verify changes. The...
US Oil Rig Count Jumps 10, Biggest Rise in Years
🔥Now we are talking: US oil-directed rig count increased by 10 last week to 425. This is the largest weekly increase in a very long time. 👇
Same‑size Cities, Worlds Apart in Passenger Rail
Louisville (pop. 640k) and Helsinki are nearly the same population size, yet one sees 637 train departures daily, while the former hasn't seen a passenger train since 2003 (this was the train platform). Louisville is studying a Tesla boring tunnel, btw.
US Satellite D2D Market Small, Spurs AT&T‑Verizon‑T‑Mobile JV
Satellite D2D in the US is small enough to justify @ATT @TMobile @Verizon JV on better serving it, companies say. @GSMA @GSOA_SAT. https://t.co/Vjpw3o6HLy https://t.co/cDkhlhLO3M
Semiconductor Landscape Surges: 2nm, Quantum Funding, New Hubs
Latest: 2nm ramps; EDA acquisitions; quantum big $; 2 new university hubs; agent honeypots; extreme environment chip design; quantum-dot qubit device fabricated w/high-NA EUV; EU flagship power electronics project; CNTs & ... https://t.co/jPbWS6oD3z #semiEDA #powersemiconductors
Match Retail Space Mission: Convenience or Discovery
The great divide in retail real estate: Convenience vs. Discovery. A location optimized for one will fail at the other. Understanding a property's core mission is now the most critical factor for both landlords and tenants. As a broker, I specialize...
GLP‑1 Cancer Link Unclear, Dedicated Trials Needed
Whether there is a real impact of GLP-1 drugs on cancer is unresolved. If confirmed, it could simply reflect weight loss or, as seen for other conditions (e.g. heart, kidney), weight loss independent effects. We need dedicated trials to resolve...
Mandalorian & Grogu Open $12M, Matching Forecasts
#TheMandalorianAndGrogu lifts off with $12M THU night Identical preview cash haul as CAPTAIN AMERICA: BRAVE NEW WORLD which debuted with $88.8M so this is right around where forecasts had it WOM should not be stellar here so will be one to watch...
Standardized Modeling Reveals 7% Yield, Varied Risks
A little more context: Via ReSeed, the platform some partners and I started ~3 yrs ago, I am now seeing sub-institutional multifamily and industrial deal-flow across like 15-20 markets. We have standardized the modeling and underwriting assumptions (allowing for regional variation supported...
Airlines Boast Starlink, Still Use 90s Tech
🛫 2026 and everyone’s hyping Starlink WiFi on planes like we’ve entered the future... Meanwhile, half the airlines are still rocking this 90s-era Rockwell Collins System Control Unit to play safety videos and boarding music.
Spotify Uses AI Pods to Sidestep Royalty Splits
This is less a "people want this" play than a business model play. Spotify pays ~70% to rights holders before running costs of biz. Labels block them from becoming a label themselves, so they moved into pods bigtime. AI pods...
Lifestyle Medicine Spotlighted at JAMA Obesity Summit
It was a real honor to participate in the JAMA Obesity Summit this past week in Chicago at the AMA offices. I was delighted to be invited to speak at this closed meeting, attendance by invitation only. There were about...
AI Chip IPOs Surge: Malaysia and US Lead
Two company from different side of the world, IPO, caught everyone attention, same industry: the AI IC chip. Malaysia = SkypeChip USA = Cerebras https://asia.nikkei.com/business/markets/ipo/skyechip-soars-in-ipo-at-open-as-malaysia-bets-on-chip-design https://www.thestar.com.my/business/business-news/2026/05/15/ai-chipmaker-cerebras-raises-us56bil-in-biggest-ipo
European Car Makers Boost Output in China, Shipments Surge 61%
"Momentum is increasing. Shipments for the first four months of 2026 stood at 3.1mn cars, up 61 per cent on the same period a year earlier." Great piece in the FT -- Would have called it "the growing Chinese production base of...
Social Apps Add TikTok‑Style Discovery and Creator Tools
Newsletter is out: 📲A breakdown of why video streaming platforms are adding TikTok-like discovery feeds to their mobile apps 📸Instagram launches Instants, a BeReal-meets-Snapchat feature and standalone app ✈️TikTok officially annouces TikTok Go to help travelers book accommodations and hotels 📺LinkedIn is expanding its...
SpaceX Reschedules Starship IFT‑12 Launch for Tonight
SpaceX's website says they are "preparing to launch" Starship IFT-12 today, Friday, May 22, after yesterday's scrub. Same launch window (6:30-8:00 pm ET). https://t.co/WmDymzCeJd
Shippers Tighten Safety and Financial Compliance Underwriting
Shippers are going to ramp up their safety and financial compliance underwriting among transportation providers. https://t.co/LrLWJGU3RN
Twitter Now Suppresses Tweets with Handles and Links
Actually, an unfortunate nuance here. Twitter changed its algorithm post-Elon so that tweets with user handles and/or links in them get very little visibility (suppressed). So the norm evolved. So authors/brands lose credit, links (context and value) gets cut off....
Illinois Gov. Pritzker Signs Bill Shielding Broadband From Junk Fees
D.C. Memo: Illinois @GovPritzker to Sign 'Junk Fees' Bill That Exempts Broadband ISPs, Cable TV, and Satellite TV | 'Illinois consumers have been nickel-and-dimed out of thousands of dollars per year by unnecessary and deceptive junk fees,' Pritzker...
Falling Natural Gas Could Trigger Post‑Inflation Deflation
Natural Gas May Guide Energy Post-Inflation Deflation Natural gas -- the primary US source of heat, electricity and fertilizer -- is down about 10% year-over-year to May 21 and may shape post-inflation deflation patterns for crude, corn, soybeans and wheat. The...
Modern Turbofan Pegasus Outshines Mythic Gods Daily
The Turbofan Pegasus… … but it flies higher, faster, further and with more comfort than any Greek mythologist could have ever dreamt. Way way way more capable than the Pegasus itself, but for… regular people, daily. Our machines are already more powerful...
Bellwether's Volar Aims for Flying Cars by 2028
Bellwether’s Volar Could Make Flying Cars a Reality by 2028 by @spaceandtech_ #Aviation #Innovation #EmergingTech #TechForGood https://t.co/o1RmborfTa
Middle East Nuclear Sites: A Chronology of Attacks
The history of attacks on Middle East nuclear facilities in one map. Source: IISS https://bit.ly/4dlRPdo
CATL Launches Autonomous Robot for On-Demand EV Charging
CATL Unveils #Autonomous #Robot That Drives to Your #EV for On-Demand Charging by @IntEngineering #Robotics #Engineering #Innovation #Technology https://t.co/8OrOPNF52y
Albemarle Launches $3.1B DLE Project to Boost Chile Lithium Recovery
Albemarle plans $3.1bn DLE project in Chile to raise lithium recovery and reduce brine extraction. https://www.metalnomist.com/2026/05/albemarle-dle-project-targets-higher.html
France Holds Oil Reserves Pending War Duration Clarity
FRANCE says cannot release more oil reserves until there is greater clarity about the likely duration of the war: https://t.co/mWxLU2DWvM
SpaceX's $80B War Chest Enables Rapid Revenue Surge
If SpaceX is valued at $1.5T on $20b revenue run rate, which increases to $32b with the Anthropic data center leases, then its valued at 46x revenues Cursors is doing $3b in revenue and with its $60b acquisition of 20x revenues,...
No First-to-File Rule; Federal Removal Grants Priority
There is no "first-to-file" rule when competing lawsuits are filed in state and federal court on the same day, as both courts have concurrent jurisdiction. However, I expect Kalshi to promptly "remove" the state court case to RI federal court,...
Battery Firm Secures Lifetime Service Deal Amid Growing Demand
Big battery seals lifetime service deal as it sizes up to meet market and regulatory demands #energysky -- via Renew Economy: https://t.co/2Sf4jrz21o https://t.co/DNSj5Nahr3
Rethinking US Missile Defense: From Golden Dome to Zones
New from me: a preview for @AtlanticCouncil of a broader rethink of US homeland missile defense policy that I expect to publish on in longer form later this year: think Golden Zones, not a Golden Dome. https://t.co/WLDsjwrAhG
Argentina Ramps up Lithium, Copper Output with Incentives
Argentina targets major lithium and copper output growth with reserves, tax incentives and new projects. https://www.metalnomist.com/2026/05/argentina-lithium-production-push.html
U.S. Deploys Half Missile Stockpile, Israel Holds Back
US reportedly used half its missile stockpile defending Israel - as Israel conserved much of its own defensive arsenal
Pentagon Doubts Rare‑earths Deal, Sparking White House Clash
These deals are getting worse all the time: "Pentagon Doubts Over Rare Earths Deal Provoke White House Clash" https://t.co/IYZCwjqctC https://t.co/53rpPevoJu
Austin, Dallas, Tampa Lead Metro Housing Declines; Milwaukee Rises
Among the 50 largest metro area housing markets... DOWN the most YoY: -6.0% -> Austin, TX -3.3% -> Dallas, TX -3.2% -> Tampa, FL UP the most YoY: +5.3% -> Milwaukee, WI +5.2% -> Hartford, CT +4.8% -> Buffalo, NY Table via @ResidentialClub
20 Phase‑3 Trials Poised to Redefine Cancer Care
In the wake of the #ASCO26 data drop, we reflect on 20 key phase 3 trials which could make a significant impact. Some of these may make their competitors irrelevant if they change the standard of care: https://t.co/EGtw35EsSk https://t.co/CG0Oe4QxDg
Genomics Predict Venetoclax Response in T(
Genomic Determinants of Clinical Outcomes in Multiple Myeloma with t(11;14)(CCND1;IGH) Treated with Venetoclax [Dec 7, 2024] @MKaddouraMD et al. @lbaughn #ASH24 Abst 249 https://t.co/TLon5bCQ3i #mmsm #PrecisionMedicine
KB Home Expands Into Fast‑growing Atlanta Market
KB Home—America's 7th largest homebuilder—to enter the Atlanta housing market Builders go where population is rising, land is available to entitle, and the regulatory and demand environment makes it feasible to build at prices the market can absorb https://t.co/MIOQgDjpvw
New Trial Compares Dara‑Bor‑Dex vs Cy‑Bor‑Dex for Myeloma‑Induced Kidney
EAA241 - Ph 2 RCT Dara-Bor-Dex vs Cy-Bor-Dex in the treatment of Newly Diagnosed Multiple Myeloma with Light Chain Cast Nephropathy (LCCN) [Study activated 8/11/25] @keruakous https://t.co/1NgvVZ3fTA #NCT07085728 #mmsm @eaonc
Ninth Circuit Denial Clears Path for State Gambling Lawsuits
Ninth Circuit stay denial in the remand appeals means that state court civil enforcement lawsuits vs. PMs over unlicensed/illegal gambling can proceed in state court, allowing NV and WA cases to move forward and boosting prospects for similar cases in...
EU Ferro‑Titanium Imports Drop to 2009 Low Post‑Sanctions
EU ferro-titanium imports hit a 2009 low in 2025 after Russian sanctions reshaped supply. https://www.metalnomist.com/2026/05/eu-ferro-titanium-imports-fell-to-2009.html
Home Batteries and Grid Push Consumers Out of Market
When the grid and home batteries teach consumers to withdraw from the market #energysky -- via Renew Economy: https://t.co/XEH3RVjIgu https://t.co/njisLTKfvs
SpaceX Plans 10‑GW Solar Factory in Bastrop, Texas
SpaceX details NOT in the S-1: the plan for Bastrop, Texas solar factory is a MASSIVE 10-gigawatt facility. Bloomberg (@KaraCarlson2 @markchediak) found the docs. The site will include two floors that each would make five gigawatts of solar cells https://t.co/EmQkpf4yLl https://t.co/8UV1hNjfXP
Threads Adds Web DMs, Fueling 30% Messaging Surge
ICYMI: Threads rolled out messaging on its web experience. Since the start of the year, users are sending 30% more messages per week, with an average of 350M DMs being sent weekly. The lack of desktop DMs has been a...
Zipline Dominates Drone Deliveries, Saving 17,000 Lives Annually
This is how your next Chipotle burrito, online package, and medical prescription will be delivered. And it might be my favorite company in all of robotics right now. Zipline has done over 2 million autonomous drone deliveries to date. That's more than every...
NASA Opens Cubesat Slots on Artemis, Deadline June 1
Organizations interested in launching cubesats on any of the next three Artemis missions have until Monday, June 1, to reply to this RFI: https://t.co/q4Npxb5b9r NASA press release: https://t.co/VnqdXPK62d
Frontier's "Optional" Fee Costs $25 at the Airport
Frontier Says Its Online Booking Fee Is "Optional" — But Avoiding It Costs $25 At The Airport - View from the Wing https://t.co/I7xGj2pqBs