Upcoming Power Lunch: SpaceX and Tesla Future Talk
Look forward to discussing SpaceX and the future of Tesla on @PowerLunch at 2:30 pm with @SullyCNBC and @KellyCNBC @CNBC 📺🏆🎯🔥🐂
IPO’s Early Surge Erodes, Now Trading Below Issue Price
IPO & Listing (August 2025): The IPO was priced at ₹800 and listed at a 10% premium (₹880). It even rallied to a post-listing high of ₹1,425 shortly after. The Current Slump: As of today, the stock is trading around...
Buy a $2M Business With Zero Down by Understanding Sellers
Nobody teaches you this in school: You can buy a $2M business with $0 down if you understand how sellers think.
Xbox Games Showcase June 7, Gears E‑Day, FanFest Return
Microsoft’s Xbox Games Showcase is set for Sunday June 7th at 10AM PT, 1PM ET, 6PM UK. A Gears of War E-Day direct will follow immediately afterwards, and Microsoft is bringing the Xbox FanFest back this year https://t.co/UJBGjDpbme https://t.co/3SQTeyk8tR
Gold-in-Soil Anomalies Found at New Griffon Targets
Nevada Sunrise Metals $NEV.V $NVSGF Identifies Gold-in-Soil Anomalies over New Target Areas at the Griffon Gold Mine Project, Nevada https://t.co/SbwK48SHhY [I own shares and I am compensated by the company.] https://t.co/nr6VBsE32t
War’s Fog Endures: Modern Intel Can’t Eliminate Uncertainty
“War is the realm of uncertainty; three quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty.” - Carl Von Clausewitz (1780-1831) This remains true today despite all the...
LinkedIn Page Reach Falls to 3.5% – Use Best Practices
Organic reach for LinkedIn Pages is currently estimated to be 3.5%, down from 5% in 2021. To ensure your nonprofit is reaching your followers, utilize these 10 best practices: https://www.nptechforgood.com/101-best-practices/10-linkedin-best-practices-for-nonprofits/ ✅
Restocking Signals Stockpiling, Not Sustainable Recovery
Does restocking = industrial recovery if no follow through foreseen? Philly Fed Mfg Delivery Times hit 4-year high of 18.9 in March, FUTURE Delivery Times’ -4.7 was 3-year low; 23.6 point spread a -2.0 z-score reinforcing restocking as did falling Expected...
Ships Aren't in Strait of Hormuz, Just Iranian Waters
If you want to visit the Strait of Hormuz, you have to go out further than the water off Bandar Abbas. They are not even in the Strait. These are ships anchored in Iranian waters.
Companies Must Disclose Exact Changes in Policy Emails
When companies send emails that they're changing their terms and conditions or privacy policy they should tell you what they changed.
Hormuz Vessel Traffic Plummets From 300s to 13
Straight of Hormuz Traffic over time. Vessel traffic dropped by Mid 300s in late Feb to 13 the last week. Just to give you a sense.... https://t.co/lVJpLM2VFe
62% Oppose, 12% Support U.S. Ground Troops in Iran
Cited these poll results from @AP/@NORCNews in a story published Saturday. They found that there is a significant range in approval depending on *what kind of action* Trump takes in Iran. Sixty-two percent oppose deploying U.S. ground troops. Just 12...
China’s 90% Model: Blueprint for Global Market Domination
My new book, China's 90% Model, launched on 17th March. I want to share why I wrote it and why I believe leadership teams should read it together. For sixty years I have advised Fortune 500 CEOs and boards across the globe....
Buy by Price per Foot, Sell by Income
We bought a 6% Cap building for $1.95M and sold it for $5.5M. Lesson: Buy based on price per foot, sell based on income. https://t.co/cMiaf6dKzV
Lithium Rebound Lifts Aussie Producers, but Fuel Costs Threaten Gains
Observing the rebound in lithium prices and its positive effect on Australian producers. That said, the rising fuel costs could well offset any gains this quarter.
US Secures Rare Earth Processing Amid China Export Dominance
China. Rare earth exports. What about the deal the US made? And the processing of them?
U.S. Clings to Anti‑EV Myths as World Advances
The United States is almost unique in choosing to believe in a bunch of anti-EV nonsense. Anti-EV B.S. is a luxury belief. And it's a luxury the rest of the world is deciding it can no longer afford. https://t.co/7S9UrBqiId
Chinese ULCSs Navigate Hormuz, Hinting at Geopolitical Signal
Two Chinese ultra-large container vessels from COSCO successfully transited Hormuz today ... was that "tribute" to Washington too? Come on. https://t.co/HcXHI5iQsD
Digital Writing: The Undervalued Skill Behind 343K Followers
I've grown my online audience to over 343,000 followers. And it's because of ONE undervalued skill: Digital Writing. But school doesn't teach you how to write & build a massive audience on this platform. So, if you want to grow your own audience, staple...
AI Defense Must Outpace AI Attack to Preserve Internet
Let's hope AI cyber defense beats AI cyber offense, or the internet age is over
New Iranian Regime, Yet Hormuz Remains Closed
So Iran is “defeated” (per Karoline Leavitt yesterday) with a “new and more reasonable regime” in charge…and yet Hormuz is still not open? 🤔 https://t.co/HQqiKfhcrY
MAID Supporters Described as Notably Weaselly on Platform
MAID supporters are some of the most weaselly people I've encountered on this website https://t.co/YsZoSvPGZU
Jet Fuel Surge Threatens Airline Profits, Spurs Fare Hikes
🇺🇸 ✈️ United: Jet fuel prices have more than doubled in three weeks, if continues, annual fuel bill would exceed $11 billion (more than double its best-ever annual profit) New York–London fares up 177% (week-on-week) 📈 🇺🇸✈️ Delta: $400 million hit due...
Gates Foundation Funds TesseraTx's Gene‑editing HIV Cure Research
1/🚨@TesseraTx has announced that it has received a grant from the Gates Foundation to fund an early-stage research which is aimed to develop a Gene Editing-based cure for HIV. This grant is build upon Tessera’s existing investment 🧵👇 from the Gates...
Five US Merchant Ships Stuck, Facing Threats in Gulf
🚨US SHIPS TRAPPED🚨 Reminder for @POTUS @SecWar @SecDuffy @CENTCOM @centcomcdr @US5thFleet @CMF_Bahrain @DOTMARAD @FMC_gov @MSCSealift that 5 US-flagged ships and the crews remain in the Persian Gulf after the @USNavy and @USCG pulled out their forces before the start of...
China’s Driverless Bus Operates Non‑Stop, 24/7
No Driver, No Breaks: China’s #Autonomous Bus Runs 24/7 by @jacksonhinklle #SelfDrivingCars #AutonomousVehicles #ArtificialIntelligence #Automation #Automotive #Transport https://t.co/bJdmx8VNwr
NY Flight Cancelled Amid RDU Airport Disruption
My flight to New York this morning was Cancelled. I am schedule to arrive early afternoon on a later flight. https://sundayguardianlive.com/world/rdu-airport-alert-what-happened-at-rdu-terminal-1-evacuated-flights-disrupted-is-rdu-airport-open-or-closed-today-how-to-get-refund-raleigh-durham-international-airport-180291/amp/
Deep Mistrust and Divergent Interests Stall US‑Iran Diplomacy
“Strategic interests remain deeply misaligned, negotiating positions between Washington and Tehran are widely divergent, and a profound lack of trust on the Iranian side continues to weigh heavily against the credibility of any diplomatic breakthrough.” - SocGen
Suburban vs DC Buyers: Short‑Term Focus Over Housing Cycles
This piece from @mattyglesias makes me wonder if there’s a difference in perspective between an Alpharetta and a DC townhouse buyer, just less familiarity with multi-generational housing cycles of aging and renewal and more focus on the now: https://t.co/yWIIKEvGiH
Buy Quality, Skip Speculative Charts for Real Returns
Fiona’s advice for the week. Buy quality. Avoid stocks with no clear path to production. Pretty charts have never produced an LCE. https://t.co/vpJ1GyI4oZ
Cut Business Travel, Boost Video Calls to Save Energy
Given there is an energy crisis, why is no effort being made to reduce consumption by encouraging more use of video calls? Most business travel is performative effort, not essential.
Execution, Not Clarity, Holds Back Banking Transformation
Clarity is not the problem in banking transformation. Execution is. In this episode, we explore why efforts around digital, AI, payments, and partnerships are falling short and what leaders must do differently. Watch the full episode: https://t.co/qrsFZDRVT6 https://t.co/ly49Ctb5m9
In‑person Conversations Drive More Value than System Tweaks
Back in NYC after a week at RSAC. Still processing how much of the value came from one simple thing: actually talking to people in person. We spend so much time optimizing systems. We forget how much progress still comes from conversation. If you...
Affordability Crisis Deepens for the Poor Despite Media Silence
Just a reminder that while the crowd and the media may have moved on, the affordability crisis didn't suddenly go away for those at the bottom. In fact, just the opposite. It's gotten worse, and not just economically.
Mortgage Rates Rebound From Historic Lows to 6.38%
Average 30-Year Mortgage Rate in the US… 1970s: 8.9% 1980s: 12.7% 1990s: 8.1% 2000s: 6.3% 2010s: 4.1% 2020s: 5.3% --- All-Time Low (Jan 2021): 2.65% 2023 Peak (Oct 2023): 7.79% Today's Rate: 6.38% (highest since Sep 2025) https://t.co/EZVocXbneE
Open Strait of Hormuz: Trump’s Success, Critics Mislead
If he is in discussion with that “MORE REASONABLE REGIME”, then he should that reasonable regime to open the Strait of Hormuz… He is either LYING or he is discussing with people with NO POWER OR POLITICAL CLOUT. Trump found...
War's Goal: Reopen Strait of Hormuz
So the main objective of the war is now to open the Strait of Hormuz, which was fully open before the war started. Got it https://t.co/4zzh9wHvya
Dollar Gains, Yen Rises Amid Middle East Tensions
US Dollar's Advance Continues but Verbal Threats Lift the Yen: The Middle East war rages on. The Houthis have entered the fray and there is risk that it shuts the Bab El-Mandeb Strait. Aluminum and steel facilities have been reportedly...
Engine Fire Forces Delta A330 Emergency Landing, All Safe
Delta Air Lines Flight DL104 from São Paulo/Guarulhos to Atlanta last night.... shortly after takeoff, the left engine caught fire with loud explosions and visible flames. Passengers described the tension during the climb, but the crew acted fast, declared an emergency,...
Asian LNG Buyers Turn to Coal Amid Shipment Cuts
"With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the Middle East, are already burning more coal and reducing consumption." https://t.co/U74LIL7DHC "the entire concept of L.N.G. being a reliable fuel is undermined," 😔 https://t.co/mYeNrKdiYC
Trump Threatens to Bomb Iran's Oil Infrastructure over Hormuz
Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait: CNBC
Toyota Nails EVs While Porsche, BMW Face Market Turmoil
Harry's Garage on the turmoil in the car market. Particularly interesting on future for Porsche and BMW, Toyota getting their EV strategies right: https://t.co/OmKO7x4day
Trump Threatens to Destroy Iran's Oil and Water Infrastructure
I suppose that today wasn't an oil jawboning day. Instead, US President Trump just threatened Tehran with blowing up not just all its power stations, but also its oil wells, Kharg Island, and "possibly" all desalination water plants (Note: the...
WTO Talks Collapse, Paving Way for Digital Service Tariffs
"WTO reform talks collapse over US-Brazil standoff" https://t.co/mWuUR2PKbn "The failure to extend the moratorium opened the door to countries to impose tariffs on digital services." https://t.co/uEGCJ2r00s
Renewable Intermittency Solved; Gas Supply Shocks Devastate Markets
Everyone keeps talking about intermittency. Let me show you two kinds. Wind and solar output varies hourly. It follows weather patterns that we can forecast days in advance. It has a well-understood distribution. We have storage, interconnection, demand response, and decades...
CSCL Vessels Exit Strait, Proceed to Gulf of Oman
The CSCL Indian Ocean and CSCL Arctic Ocean of @COSCOSHIPPING have exited the Strait through the Aya-TOLL-ah booth and are heading into the Gulf of Oman. They were turned around on 27 March but able to exit on 30 March. https://t.co/TzdI2Ra790
Italy May Postpone Coal Plant Shutdowns Until 2038
Italy mulls delaying the closure of all its coal-fired power stations until 2038 (~15 years later than previously expected) https://t.co/qK3WeCnJoP
CBS Axes
TV Talk: @cbs cancels its Pittsburgh-set medical mystery drama #Watson after 2 seasons + new @HBO @harrypotter trailer draws viewing record, via @TribLIVE https://t.co/HhvIThXGoZ https://t.co/IQi7VdmpWP
Unlock Grid Capacity by Boosting Utilization, Not Expansion
The most consequential debate in AI right might be about how we use the grid. Do we need to build it as fast as possible? Or just use it better? There’s a real split forming around this: utilization vs. expansion. A new report...
Our Responses Shape Crises, Not Just History Repeating
While history rhymes, what is different this time inevitably reflects what we did in response to the last crisis. Thank you @Spencerjakab for reminding the crowd that, no, oil futures didn't exist during the last gas crisis. They were a...