Iraq’s SOMO Secures Modest Oil Trucking Contracts
Iraq trucking oil to market. "SOMO awarded contracts to supply about 650,000 metric tons of fuel oil per month from April to June to be trucked overland via Syria." Still modest flows, though—that's only ~150-160 kbpd vs ~3,600 kbpd of pre-war Gulf exports.

Back in Athens, Discussing Music Journalism at Ohio MIS
It was amazing to be back in Athens for @ohio_mis last week. I was privileged to conduct keynote interviews with @nabilayers and @ilovelucius and join a panel on the state of music journalism with @anniezaleski and Marcus J. Moore. Thanks to Josh...
Combine Meds and Lifestyle for Equitable Hypertension Control
Healthy Lifestyle After Hypertension—A Call to Action 💡Integrate antihypertensive medication use and lifestyle modification to deliver more effective and equitable population-level hypertension management and cardiometabolic disease prevention. https://t.co/wENgycQ8hz

Apple Cider Vinegar: Myth or Weight‑Loss Reality?
In recent years, vinegar, and in particular apple cider vinegar, has been hailed and promoted for its weight loss properties. Is there some truth in these claims? Read the blog to find out more: https://t.co/pDA85IH7fx https://t.co/VPQGqKJUw0
LLY's Second in Vivo CAR‑T Deal via Kelonia Buyout
Kelonia turns #ASH25 late-breaker into buyout, with $LLY's second move into in vivo Car-T. Via @ApexOnco -> https://t.co/NPhdnuhPu3 $AZN $GILD
Oracle Health Joins CMSGov Aligned Networks to Boost Data Access
For decades, the @OracleHealth team has been committed to making sure patients have access to and remain in control of their health data. Our participation in the @CMSGov Aligned Networks underscores this commitment, and will help improve how clinicians and...
Key Overlooked Factors in Clinical Trial Design
New presentation on things we often forget to consider when designing a clinical trial: https://t.co/BVlSCIHdLu #Statistics #clinicaltrials
Amazon's Customer Moat Fuels Late‑Blooming AI Advantage
$AMZN had the customer moat. Its AI story was delayed compared to its peers, but its massive customer base was an advantage that is now coming to fruition.

AI Mode's Side‑by‑side View Could Boost Publisher Traffic
Good to know that AI Mode's new display (opens the page side-by-side with AI Mode) includes Scroll-to-Text highlighting (which is better for analysis in GA4, rank tracking tools, etc.) ALSO this is likely a hot take but I don't think this...

Amazon Prime Video to Stream All Six NBA Playoff Games Thursday‑Friday
Amazon Prime Video is scheduled to have all six NBA playoff games this Thursday & Friday. https://t.co/OQK3tw5f0L
AT&T Scrubs Multiple Unlimited Plans, Drops Entry-Level Option
"These plans replace the AT&T Value Plus VL, Unlimited Extra EL and Unlimited Premium PL plans. The carrier also removed its Unlimited Starter SL plan, which served as the entry-level plan" $T via @CNET https://t.co/eWEddauQT7
Southwest Sells “Window” Seats that Have No Windows
Southwest Is Now Charging For Window Seats That Don’t Have Windows - View from the Wing https://t.co/9X0pmiwzdU

Deadliest Cancers Receive the Least Federal Funding
The worst cancers with respect to lethality get the least federal funding support https://t.co/uCJXYgpB3c https://t.co/woqbMo1oYp
Inside the $3.25B Eli Lilly Acquisition: Memo and Deck
Read the memo and slide deck that led to th creation of the company Eli Lilly bought for $3.25 billion today https://t.co/cNoTs7M4YM

U.S. Experiencing Hidden Surge in Manufacturing Output
America Is in the Middle of a Stealth Manufacturing Boom, as shown in this visual from the WSJ. More featured on today's Chartbook Top Links in the comment below. https://t.co/RLtkQKVSdm

Russian Forces Push Into Rodynske and East Slovyansk
Updated maps showing Russian advances in Rodynske, along the border in Sumy oblast, and east of Slovyansk. https://t.co/sTQGOLPUDb https://t.co/ZGFfYjSGjL

Boeing Exec Discusses Supply Chain, AI, Future Pilot Training
Great to catch up today with @Boeing Global Services Chief (and proud @Aerosociety Fellow) Chris Raymond to talk everythibg fron supply chain crunches, navigating AI hype and next gen pilot training. #avgeek https://t.co/rcOrsIXkz2
Lower ROAS Enables Scalable, Profitable Meta Campaigns
The ideal situation is to have the lowest ROAS possible on Meta while scaling and being “profitable” The higher you need that ROAS to be, the harder scaling becomes.
Understand Workflows Before Choosing Any Software
When I step inside a business, I’m not starting with tools, platforms, or systems. I’m looking at how the business actually functions. How decisions move, who owns what, where workflows hold, and where they don’t, and how the team executes without...
All Energy Commodities Set for Massive Gains
Hard to see how #uranium #naturalgas #oil #coal aren't all going to massively benefit from this.
Scheduling Posts Doesn't Hurt Reach—Stop Believing the Myth
The "I won't schedule my content becuase it decreases reach" conversation is one I'm tired of having... ... but I'm having it again because I keep seeing people stay stuck behind this idea.
War Premium Mispriced Both Ways, Market Clings to Wrong Script
The war premium trade is mispriced in BOTH directions. US seized an Iranian ship Sunday night. Ceasefire expires tomorrow. WTI jumped 5.5% to $88. And yet defense stocks are RED today — LMT -1.3%, RTX -0.3%, NOC -0.8%. The market is still...

Housing Markets Differ: No One-Size-Fits-All Narrative
The housing market isn't the same in every location. It's a good reminder that there isn't just one narrative that fits all markets. It's true in local markets also as the temperature might not be exactly the same for detached...
Nektar Jumps as Alopecia Drug Shows Promise
Nektar surges again as alopecia drug shows new promise in extension study https://t.co/UV0ccY4HiR @ByJonGardner $NKTR + 25% $LLY

IEA and Nigeria Strengthen Ties Amid Global Energy Crisis
Excellent meeting with Nigerian Minister Ekperikpe Ekpo We discussed the international energy crisis & I thanked him for Nigeria's exports of jet fuel to markets facing difficult times & efforts to supply more. We also agreed to take a new step...
Switch ESP Fast, Keep Revenue Steady with Omnisend
Nobody wakes up excited to migrate their ESP. Because historically, it sucks: → Weeks of setup → Broken flows → Revenue dips @omnisend's angle is different: → Flows live fast → Data moves clean → Revenue doesn’t stall Switching tools shouldn’t cost you money. If anything it should make you...

Southbound I‑75 Blocked Near Bradenton After Multi‑Vehicle Crash
May be slow going through Manatee County “Southbound lanes of I-75 are currently blocked south of State Road 64 in Bradenton following a multi-vehicle accident” https://t.co/OCpxyVvWZX
TV News Must Reinvent or Face Audience Extinction
A media consultancy that helped create the format that ultimately became “Good Morning America” is warning TV-news organizations that they need to blow up their old models as soon as possible, or risk saying “good night” to audiences and ratings.... https://t.co/sciFmWrOuM
Secure, Cost‑Effective AI Transformation Without Data Leakage
Told you. At 8090, we’re actually helping organizations (large and small) implement their AI transformation methodically and in a disciplined way that a) doesn’t leak all their data into model training and b) doesn’t just blow their OpEx budget to...
New Wings, New Firepower: H‑60 Black Hawk Upgrade
The H-60 Black Hawk Gunship Evolves With New Wings And Weapons We get a close-up look and tour of the next H-60 armed Black Hawk evolution. Check out the video: https://t.co/pOKDMPODHO

Germany's Defense Pivot Too Slow to Offset Auto Losses
interesting, and a good way for the german economy to pivot away from the fait accompli of losing autos to china but my priors are the pivot hasn’t been swift or large enough. a recent FT expose on the dysfunction of...
Creators Invade TV News: Revive or Replace?
TV News Goes Crazy for Creators: Will Digital Mavericks Add Life to Old Format or Wipe it Out? https://t.co/eJwkrRcMVN via @variety
Space Logistics Is the Next Transport Revolution
Railroads unlocked industrial distribution. Container shipping made global manufacturing viable. Air freight created time-sensitive commerce. Each breakthrough seemed radical, until it didn't. Space-based logistics is next. Here's what it means for you 👇 https://t.co/ejFo8Iq8n9
Marathon Cu-Pd Project Secures Financing, Starts 2026
Construction financing close for shovel-ready Marathon Cu-Pd project. EPCM awarded to Ausenco. Targeting field execution Q3/Q4 2026 & first production ~2028. FS: 2.16M oz Pd + 532M lbs Cu over 13 yrs. Strong Ontario support. @GenMining $genmf
Full Electrification Could Halve Global Energy Demand
NEW PODCAST: Electricity is just 20% of global energy. The other 80% — heating, transport, industry — still runs on fossil fuels. Full electrification could cut total energy demand in half. That's the starting point for my conversation with @FullyChargedUK...

AVGO Leads in SerDes; MRVL Eyes Google LPU
Agree with this from the JPM note on $AVGO. For at least the time being who has the best SerDes... On TPU / $MRVL it's not for TPU but possible LPU like product for $GOOG https://t.co/fZx7brNrka

Hubble Already Turns Its Lens Toward Earth
What if NASA aimed Hubble at the Earth? Well they kind of already do… #space #nasa #hubble #astronomy #astrokobi
Homebuilders Push Freehold Sales, Let Residents Choose Management
Astonishing that homebuilders believes that they can actually get away this. Just sell the share of freehold and let the residents choose their mgt agent. They'd be selling with a higher margin anyway.

First Gut Microbiome Signature Predicts Parkinson’s Risk in Healthy Carriers
We've known the gut-brain axis is a key underpinning of Parkinson's disease. Today, for the 1st time, a gut microbiome signature denoting risk found in healthy individuals with genetic predisposition @NatureMedicine https://t.co/oDTItnis5L
Bill Ackman Urges Fixes as UMG Shares Keep Sliding
Shares in Universal Music Group, home to Taylor Swift and The Weeknd, keep falling. @BillAckman has ideas on how to fix it, but UMG hasn't been listening. Inside the bizarre tango between music's biggest mogul & one of Wall Street's loudest voices: https://t.co/ohgGcYL4eu
Seasoned Twitter Users Still Fall Victim to Sophisticated Smear
I have been on Twitter since the earliest of days. In that time I have been subject to a plethora of different pile ons, gaslighting campaigns and silencing attempts. The most egregious and sophisticated of these (which I was pulled...

Actual Office Demand Outpaces GDP‑based Forecasts
Actual Office Demand vs. Predicted Office Demand based on historical correlation with GDP growth and employment data. https://t.co/6Nzn0wmIbE
War, Tech, and Elite Views Shape Climate Future
In the latest Current Climate newsletter: 🌊 Warming oceans, a hot year and ‘elite’ beliefs 🤖 Should urbanists should embrace robotaxis? ☀️ How the Iran war may impact the renewable energy transition https://www.forbes.com/sites/current-climate/2026/04/20/warming-oceans-a-hot-year-and-elite-beliefs/

Unflappable Passenger Hands Falling Window to Crew
Mid-flight the passenger window frame fell straight onto his lap. This guy? Didn’t even flinch. Handed it over to the crew and continued relaxing. Peak chill energy. It’s just a decorated panel.

2018 Study Predicts Psilocybin Should Move to Schedule 4
The psychedelic executive order requires government to "initiate and complete review of any product containing a Schedule I substance that has successfully completed Phase 3 clinical trials ... so that rescheduling ... may proceed as quickly as practicable". My 2018...
Google Poised to Unveil Inference‑focused TPU at Next
Google likely to announce a TPU for AI inference at its Next conference this week. I look at Google's TPU customers (Meta, Citadel), how it tries to co-design TPUs with the AI model teams, and what's next for TPU: https://t.co/qxCQH8HpYH

Phenom Reports MK Plus Nears Commercialization of Solid-State Vanadium Batteries
Phenom Resources Corp $PHNM.V $PHNMF Reports on MK Plus Progress to Commercialization, the Solid-State Vanadium Battery Company https://t.co/vrtnqOv1xY https://t.co/hEvAR6nph2
RDS Mining Hires Lapa Expert, Stock Surges
A big get for @RDSMining: they add mine engineer Michel Leclerc who worked at Agnico's Lapa mine, which is a direct analogue for O'Brien, just 3km away, and we know the Lapa mill can process future O'Brien ore. The market...
USDA Budget Proposal Axes ReConnect Grant, Citing Duplication
"the proposed USDA budget...completely eliminates the ReConnect grant program. The agency argues that ReConnect funding would be duplicative since BEAD and other grant programs have eliminated the need for additional ... spending." via Doug Dawson https://t.co/sBhuULz9Bb
Report Still Holds Up After TSMC Earnings
Yep, I detailed in depth in this report. Even going through it post-TSMC earnings, this report is holding up very well. https://t.co/C0GIvgrEll