War Turmoil Drives Oil and Dollar Consolidation
Mixed War News Keeps Oil Firm and the Greenback Consolidating: War developments pulled in both directions, leaving investors on edge On the one hand, Iran struck an oil tanker, carrying Kuwait oil, in port in Dubai. On the other hand, reports suggest… https://t.co/p6qGQygOrM https://t.co/IJoZ6pfjnZ
Eli Lilly Acquires Centessa for $7.8B in Neuro Push
Lilly buying $CNTA Centessa (hub & spoke R&D co) for $6.3B + $1.5B CVR. Another neuro deal. Big congrats to @Medicxi, Index ventures, General Atlantic https://t.co/jkC9dv6d3I @medicx
Abolishing Death Penalty Shows Progress, Not Regression
Indeed. But Britain no longer has the death penalty. Reverting to the laws of a more barbaric age is not progress.
Gold's Oversold Dip Offers Prime Buying Opportunity
Four consecutive weeks of outflows from gold ETFs. This will go down as one of the best opportunities to add to gold at historically oversold levels in my view. Bottoms are always a process, and I do believe we are in the...
Russian Oil Tanker Arrives at Cuba’s Matanzas Port
MATANZAS, Cuba, March 31 (Reuters) - A Russia-flagged tanker carrying some 700,000 barrels of Russian oil arrived in the anchorage area of the Cuban port of Matanzas at daybreak Tuesday, according to a Reuters witness.
AI Drives NHS Care Innovation for 10‑Year Plan
AI is shaping the way @NHS care teams treat and engage with patients. Hear from @NHSBartsHealth and @ImperialNHS leaders on how Oracle’s AI-powered solutions are contributing to the NHS's 10-Year Health Plan. https://t.co/0WNmPrkVQE
Management's Costly Deals Hurt Shareholders, Create Profit Opportunities
Screw your shareholders by doing a stupid massively expensive issuance favoring a particular investor. Underperform your asset by 15%. It's unbelievably easy to make money when idiot management do these deals $MTPLF $ONDS $IONQ https://t.co/kMwFGySBfO
Five Eyes Excuse Fuels Canadian Surveillance Expansion
The next time you hear Canadian police or national security folks try to justify expanding surveillance powers by saying "our Five Eyes partners" have the capability, think of this: https://www.prospectmagazine.co.uk/ideas/technology/72853/rise-facial-recognition-policing
Molymet, Maritime House Launch Rhenium Recycling JV for Aerospace
Molymet and Maritime House plan a rhenium recycling JV to support aerospace demand and APR supply. https://www.metalnomist.com/2026/03/molymet-maritime-house-rhenium.html
Quickly Detect Axios Supply‑Chain Compromise with New Claude Skill
🚨 Want to quickly check if you've been compromised by the Axios supply-chain attack? Hari (@hrkrshnn) just shipped a free @claudeai skill for us 🙏 /plugin marketplace add cantinasec/plugins /plugin install cantinasec@cantinasec-plugins /reload-plugins /cantinasec:axios https://t.co/XlUdHdDcl7
Document Today’s Struggles; Turn Them Into Tomorrow’s Tips
The struggle you're white-knuckling through today becomes the easy blogging tips you casually drop on social media next year. Document it before you forget you ever sucked at this. It is a goldmine/roadmap for those behind you.
Neglecting Supplier Management Undermines Cost‑Effective Procurement
“Supplier Performance & Relationship Mgmt. (SPRM) is an integral part of the #procurement spectrum. But sadly, it’s one that many orgs. ignore. Managing suppliers proactively ensures the supply base is more effective & cost-efficient.” 📌 https://t.co/gy1EdLmJwM #purchasing https://t.co/iR45lxuJrG
Explore Autonomous Ambulance Futures with a Proven Method
I did a futures wheel exercise with the Hungarian National Ambulance Service about an exciting possible milestone in the future: the ambulance fleet of a national service becoming fully autonomous by 2035. This exercise helps determine the primary and secondary consequences...
College Sports Face Legal Threats From Prediction Markets, NIL Fraud
College Sports’ New Legal Risks: Prediction Markets and NIL Fraud - Guest OpEd https://t.co/jR1urXO6O4 via @sportico
Biogen Buys Apellis for $5.6B, Adds SYFOVRE Sales‑linked CVR
1/Another mega M&A deal in the BioTech and Pharma sector with the acquisition of Apellis Pharmaceuticals - $APLS by Biogen $BIIB for $41 per share in cash at closing in a $5.6B deal. In addition, Apellis stockholders will also receive...
Kuwait Tanker Al‑Salmi Hit Amid US‑Israeli‑Iran Tensions
Damage to the Kuwait-flagged Al-Salmi crude oil tanker, following a reported strike, amid the U.S.-Israeli conflict with Iran, March 31, 2026. Kuwait Petroleum Corporation/Handout https://t.co/sHvufs2F66
Waymo Pushes Airport Expansion; SFO yet to Approve Primary Pickup
Waymo’s airport expansion continues. When will SFO permit them at the primary rideshare pickup location?
Trump Unaware Gas Prices Have Surpassed $4 Per Gallon
I wonder if Trump will ever find out that gas prices crossed $4.00 a gallon https://t.co/BZjCIh8l7U
Swiss
Small-GEO satellite builder @Swissto12 forecasts $200M in rev this year, up from $140M im 2025, & positive EBITDA; business case broadening to optical relay, D2D. @esa @Viasat @SES_Satellites.https://t.co/XU73ts10er https://t.co/KkZXw8LjZ3
Guide Shoppers One Choice at a Time
I was reviewing a luxury ecommerce site recently and counted the number of decisions a customer had to make before they could add a single product to their basket. Eleven. Eleven separate choices, all presented at the same time. Colour, size, finish,...
Support Intervention to Safeguard Haulage Industry
I agree. But I do think there is a case for intervention to protect haulage.
Ukraine Drone Strike Shows New Threat to Russian Oil Exports
The global energy trade has been taking hit after hit, and things might be getting worse. Ukraine launched a large drone attack on oil export facilities in the Baltic, proving they can disrupt Russian exports. Full Newsletter: https://t.co/Tp92ahyVzj https://t.co/Zk1DX6pw9v
Airlines Boost Bag Fees, Not Ticket Prices
JetBlue Leads Another Round Of Bag Fee Hikes — Why Airlines Don’t Just Raise Fares - View from the Wing https://t.co/FnT9Nj2vFu
Iran Attacks Ship, POTUS Okays Operation Wind‑down; Oil Steady
Iran struck a ship with Kuwaiti oil in a Dubai port and press reports POTUS told aides can consider winding down operation without securing Strait of Hormuz. Oil remains firm. Mkts uncertain. Large euro options at $1.15 expire today...
Pakistan, China Foreign Ministers Meet Amid US‑Iran Deal Rumors
The Pakistani and Chinese foreign affairs ministers have met today in Beijing, according to Chinese state media. The meeting comes as **rumours** abound that Beijing could play a role as "guarantor" of any US-Iran deal.
NASA’s Project Evaluation: Public Funding vs SpaceX Competition
BONUS ODD LOTS AHEAD OF ARTEMIS II LAUNCH 🚀🌕 @TheStalwart & I speak with Alex MacDonald, who was the first chief economist at NASA. We talk about how the agency evaluates its projects, & public vs private funding of space exploration...
California Gas and Diesel Prices Far Outpace National Average
US gasoline hit $4/gallon according to latest AAA survey but in California, it's $5.89 for gasoline and $7.46 for diesel. https://t.co/bqPOGeuC3B
Trump's Trade Shock Spurs Global Free‑Trade Alliances
I presented my forthcoming eBook, World War Trade, in Paris last week. Here is the first coverage i've seen 💪 ✍️Guillaume de Calignon @gcalignon « Le choc douanier de Donald Trump pousse le reste du monde à se rapprocher .... les pays...
Energy Markets Face Months of Disruption Despite Conflict Resolution
heated debate on our weekly analysts' call today. If the conflict ends but we still face months of physical disruption to energy markets - is anyone still going to care?
China Climbs Value Chain yet Still Dominates Low‑end Markets
One thing that's really impressive is China moving up the manufacturing value chain, while still absolutely dominating the low end. As @Camrjohnson has pointed out (and industry data confirms), China still absolutely dominates in areas like Christmas ornaments.
Heathrow Faces Europe's Biggest Jet‑fuel Shortage Risk
Excl: Britain’s hub London Heathrow is the *highest-risk* major airport in Europe for jet fuel from April 🚨 as US-Israel war on Iran continues - Heathrow, with 1,300 flights daily, will struggle ‘the most, & the earliest’ with jet fuel as...
Fare Gates Everywhere: Make BART Viable for Working Class
Instead of a dying service that needs constant bailouts because it lets junkies and creeps ride for free, BART should install fare gates everywhere and be a thriving public transit system that working class people can use to get around...
Early ATL: Ice & TSA Swarm at 5:30
Very different experience this morning at 5.30 at ATL compared to last Sunday. Ice checking IDs and many TSA agents arriving to start their day https://t.co/SVIXSXD80E
Chinese Firms Shift to Vietnam, yet Overall Impact Remains Modest
This is a very interesting piece on Chinese companies moving production to Vietnam. In some sense it's happening at major scale. But also in some other sense, it's very minor, with very little of the TVA leaving China. https://t.co/ZixLeXz4nC https://t.co/BnujaABZ5M
IEA Hosts IRENA DG to Discuss Global Energy Future
Pleasure to receive @IRENA Director General @flacamera at the @IEA HQ to discuss developments in the global energy sector & the longer-term prospects for different energy technologies I expressed my solidarity with IRENA staff in Abu Dhabi affected by the current...
Geopolitical Strikes Push Global Gas Prices Higher
Gas at the pump just hit $4/gallon. US stepped up attacks on Iran hitting missile depots. Unclear if this will lead to more escalation or signals a peak. Ukraine hit Russian oil production facilities almost 1000km from its border which will...
Closing Strait, Son in Power Guarantees War Loss
If we leave with the strait closed, and the son in charge, we will not only have lost the war, we will have lost the Iranian people.
Genetic-Level Solutions Needed; Dyno Tackles Untreatable Diseases
Eric Kelsic said: "To address the root cause of a genetic disease, you need to take action at the genetic level." But this isn’t possible today. If you have sickle cell, Huntington's or cystic fibrosis, there's no cure for you just yet. Here's...
Willie Walsh Named CEO of India's IndiGo
Big CEO appointment at India’s IndiGo - IATA head and former IAG boss Willie Walsh https://t.co/29hVImJrw6
US Gas Futures Drop Below $3, Boosting Clean Generation
U.S. GAS FUTURESprices for the front-month have slipped well below $3 per million British thermal units to encourage more gas-fired generation and reduce coal combustion. Inflation-adjusted front-month futures have averaged just $3.05 so far in March (21st percentile for all...
New CDC Director Likely Powerless Amid Dysfunction
Solid editorial that will be immediately ignored. The new CDC Director should do a lot of things. They won’t, if one is ever nominated, because the CDC isn’t functioning any more
Vietnam LNG Project Pivots to Renewables Amid Price Surge
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
First Article on Falcon 10X Graces RAeS Cover
My article on the Dassault Falcon 10X is on the front page of the Royal Aeronautical Society’s (RAeS) Aerospace magazine, April issue. If you don’t know, the RAeS is the oldest and one of the most authoritative aerospace institutions in the...
China’s Logistics Factory Operates Mostly with Robots
#Robots Run the Show in China’s Almost Unmanned #Logistics Factory by @Natie2Natie #Robotics #ArtificialIntelligence #Innovation #Technology https://t.co/BtfY58zCWx
Iran Sets Hormuz Toll, Bans US, Israeli Vessels
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
Munich Airport Schengen‑Non‑Schengen Transfers in Chaos
Yikes. Do not book a connecting flight Schengen to non-schengen out of @MUC_Airport . The border checkpoint is total chaos. No organization. No proper lines. At least an hour wait time. What a mess.
China’s Electrification Shields It From Rising Oil Prices
China's electrification bet is paying off. Electricity now accounts for 30% of its energy consumption - around 50% higher than the US or Europe. With 1/3 of global renewable energy capacity already installed, China is structurally more insulated from rising oil...
Boeing Ramps 737 MAX; Supplier Discipline Drives Recovery
Boeing’s 737 MAX output ramp is accelerating, but supplier discipline now defines the next phase of recovery. https://www.metalnomist.com/2026/03/boeing-737-max-output-ramp-signals-new.html
Media Repeats Questions to Manipulate Public Narrative
A way the media affects the narrative is by asking the same Q again and again. For 6 months Bloomberg was asking "Is there an AI-boble" and eventually the non tech part of the market started to question "ROI on...
German Retail Sales Unexpectedly Fell 0.6% in February
Expectedly @Hedgeye > German retail sales declined unexpectedly in Feb, dropping 0.6% in real terms compared to Jan, according to preliminary data from Destatis