Oil Dip to $60 Could Lift S&P 10%
While oil gurus and geopolitical experts were opining with confidence on the potential outcomes we said we don't know shit. Here is our DSR from 3/22. https://t.co/268Hkj6EKA Herein we just considered scenarios and how they play out in macro based on where long term oil goes. Dec oil retracing to 60 equaled 10% higher at least for SPX (at the time was 6636 so at least 7300. We hedged our recent max short equities with short clz6 for that reason.
Anthropic CEO to Discuss Pentagon Dispute with White House
Anthropic CEO to meet White House chief of staff amid Pentagon dispute, Axios reports - https://t.co/JeVknmFC2Q
Low Thursday Volume Signals Weekend Struggle for The Mummy
Just $1.5M THU night for #LeeCroninsTheMummy as this is going to STRUGGLE over the weekend I took it at $14M last night on #MMT🌕 but that might be too high https://t.co/YJYOlUkICD
US‑Iran Deal Nears: Stockpile Trade, 5‑Year
the outlines of a us-iran deal are taking shape/getting closer. the us wants iran's enriched uranium stockpile and a 20-year moratorium on enrichment. iran is offering stockpile plus 5 years, wants $20 billion in frozen funds released plus sanctions relief.
Human‑scale Data Aims to Close Drug Trial Gap
90% of drugs that enter clinical trials fail. A big part of why: the models they're based on weren't trained on human biology. Mouse data, non-representative cell lines, sparse perturbation coverage. The gap between in silico predictions and what actually happens...
Jones Day Backs Easement Syndication; Appellate Review Awaited
I am impressed that Jones Day managed to come up with anything that supports the easement syndication industry's view of the world. I am looking forward to see what the appellate court makes of it. https://t.co/8UkCT0NPy7
Unwarranted $13 Oil Drop Likely Manipulation, Prices Set to Rebound
🪔🩸The current $13 decline in oil prices is unwarranted and appears to be pure market manipulation with the announcement being made ahead of the market open. Fundamentals haven’t changed meaningfully since yesterday. Expect oil prices to recover soon
XPO Marks Final Surge Before Co‑Packaged Optics Dominate
Don’t count pluggable optics out just yet in the datacenter. XPO looks like the last hurrah before co-packaged optics takes over. $ANET $NVDA $AVGO https://t.co/HDdUEtWkup
Unclear US Blockade Complicates Iran's Hormuz Ceasefire Limits
So, are we just back to Iran's 10-15 Hormuz ceasefire Hormuz crossing limit of last week, now with the added US blockade? Or something more? These tweet-length statements are killing me with the lack of detail.
411k FHA Borrowers Face Equity Risk in Weak Markets
Doing a little more deep dive on FHA borrowers. How many people are "at risk" with low or negative equity and higher mortgage rates? About 411,000 since mid-2022. Many of the biggest FHA markets, like Phoenix and Houston, have had the...
Gut Microbiome Predicts Melanoma Recurrence Post-Immunotherapy
Gut microbiome markers predict recurrence of cancer after immunotherapy for metastatic melanoma @CellCellPress https://t.co/k5YuNnqfvt https://t.co/9UbuNAcYJh
AT&T Leads as Top Buyer for NextNav, Shares up 24%
"with AT&T the most logical fit, but SpaceX and Verizon Communications are also credible buyers of NextNav" NextNav shares have gained nearly 24% so far this year, https://t.co/FXVYWITgRW
Lilly's Obesity Pill Gains Momentum; OpenAI Launches Discovery Tool
Lilly’s obesity pill off to a strong start; OpenAI debuts new drug discovery tool https://t.co/upwygATKAv $LLY $GILD $JANX #biotech
U.S. Imports More Crude yet Remains Net Petroleum Exporter
GUIDE: U.S. crude oil and petroleum product trade balances. The United States is BOTH a major importer and exporter of crude oil and petroleum products. These trade patterns allow the U.S. system to balance. But the devil, as always, is in...
US Measles Cases Surge to 2026 Record High
#Measles: Confirmed cases in the US have hit 1748 so far this year. All but 10 are infections contracted in the US. For some context: In the first 3.5 months, 2026 has racked up 76% of the cases accrued in all...
Housing Hope Delayed One Year, Still On Track
Good housing read from @conorsen. Housing hope delayed a year but not totally derailed feels about right. https://t.co/3R3f8NDfvG
Project Progressing; Build-to-Rent Updates Coming Soon
Still working on this. But it’s coming together 🏆 Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent
Intel's Revival Would Boost Biden, Trump, Industrial Policy
If Intel turns around it will be an incredible success story for Biden/Trump and industrial policy. https://t.co/8hNrsePZVO
Interferon Pathway Drives Inflammaging, Offers Epigenetic Target
We've known inflammaging is a big part of why the human aging process accelerates. Now the interferon pathway is invoked as having a causal role (via epigenetics) and potential for targeting https://t.co/0Di0xiLGyy
Questioning War Experts' Predictions on U.S.-Iran Escalation
You mean maybe all the “experts”everyone rushed out on every podcast or show possible about the U.S. in an unstoppable escalation trap, Iran becoming a super power, the U.S. not able to do anything about the Strait of Hormuz without...
Stopping Meds Causes Rebound, Not
You gain weight back after stopping a GLP-1 that means it’s bad. I guess my thyroid medicine is bad because if I stop it my thyroid levels will be nothing anymore and I’ll feel terrible.
Navy’s Civilian‑manned Sealift Keeps Fleets Fed, Fueled
🚨NAVY LOGISTICS 🚨 Everyone seems concerned that the @usnavy ships in the Arabian Sea - carrier Abraham Lincoln stike group, 3-ship amphibious group based on Tripoli, and a surface action group centered on approximately 8 destroyers - are running low on...
US Military Embraces AI, Transforming Warfighter Readiness
lots of non-generative AI uses cases being woven into the fabric of the department of war of the united states of america. fair use and training AI is assumed.
EU Explores NATO‑style Defense Guarantees Independent of US
EU to test NATO-style defense guarantees to operate without the US https://t.co/rmQb4TcWDp via @AfPalasciano https://t.co/988W9d49p3
Pentagon Partners with Automakers to Boost Weapons Output
The WSJ reports that Pentagon officials have held talks with Ford, GE Aerospace, Oshkosh, and General Motors to INCREASE production of munitions and weapons. In the US, the military-industrial complex runs the show. https://t.co/0uzkM2NGmE
Brands Shift to Advocacy-Driven Creator Partnerships
I chatted with @gilliannivy for @adage on why we’re seeing a lot of brands launch more advocacy based creator programs.
Singapore Adds 504 MW Solar Capacity in 2025
Singapore installs 504 MW of solar in 2025 #energysky -- via pv magazine global: https://t.co/S0cx3XfOSF https://t.co/fZLScUnC77
Data‑center Delays Jeopardize US AI Expansion
Data centre delays threaten to choke AI expansion Almost 40% of such builds in US risk hold-ups, including projects tied to Microsoft and OpenAI $NBIS $CRWV https://t.co/6uooabWhYh
Anthropic to Quadruple London Staff Amid US Tensions
Anthropic Plots Major London Expansion As tensions with the US government mount, Anthropic has leased a new office with enough space to quadruple its 200-person head count in London. https://t.co/EDUGMd1bgO
High Earners Cut Taxes with Short‑Term Rental Strategy
If you made six figures at your W2 last year and still felt personally victimized by your tax bill… Just know you’re just playing a game no one taught you how to win. One of the only ways W2 high...
Tariffs and Conflict Reveal Hidden Supply Chain Risks
"U.S. aluminum tariffs and the Iran war—a case study in unintended supply chain vulnerability" https://t.co/UuDRjms7S6 https://t.co/oZgTAVHOS4
CFTC's Inaction May Undermine Kalshi Sports Betting Lawsuits
Rule 40.11 is a major problem. I wrote this nearly one year ago. "CFTC’s Failure To Enforce ‘Gaming’ Contract Ban Could Still Upend Kalshi Sports Betting Lawsuits" https://t.co/hFQ1ejhfoB
1971 REIT IPO Thrived Without Full‑Time Employees
The story of Terry Considine's first REIT IPO in 1971 is incredible: "The preliminary prospectus identified a particular risk that the company had no full-time employees, and would not until ... Mr. Constantine graduated from law school. So that notwithstanding that...
Olivia Rodrigo Debuts New Music Live on Apple Music
9am LA time.. @oliviarodrigo will be on the radio show to chat about her new music. Tune in live and free on @AppleMusic to hear it first: https://t.co/4bdr4A5q06
Competition and Privacy Law Clash over Micro‑targeted Ads
Reason number five thousand two hundred and twenty three why enforcement of competition laws and privacy laws overlap in a digital world. Especially with Google and Meta. Their biz is microtargeted mostly performance based ads delivered based on unprecedented...
Trump Claims Iran Clearing Hormuz Sea Mines
US President Donald Trump says Iran is "removing" all sea mines in the Strait of Hormuz
Netflix CEO Downplays Nielsen Viewership Metric Shift
On yesterday’s Netflix earnings call, CEO Greg Peters addressed my scoop on Nielsen’s now-delayed methodological change that would depress NFLX’s share of total TV viewership. Peters: ok but that doesn’t change how people are really watching TV and it won’t affect...
Meta Ad Performance Spirals Into Unpredictable ROAS Volatility
I have to go back years to remember the last time Meta was this volatile & felt like someone pushed a ROAS button randomly every few days. been digging through a couple of accounts and some of the best adsets...
WTI Oil Slides Below $90, Approaching $78 Benchmark
WTI oil back below $90 and nearing the key Landman Billy Bob benchmark: $78 https://t.co/9eqlZpaiPw
Revo 3 Bridges Demo‑to‑Real Gap with 21‑DOF Dexterous Hand
Most robotic systems perform well in demos but struggle in real-world deployment. BrainCo Revo 3 is designed to close that gap. With 21 active degrees of freedom supporting complex manipulation, it also offers 12-80V wide voltage compatibilityt, multiple communication protocols, and seamless integration...
Never Trust Oil Price Forecasts, They’re Always Wrong
Just to be safe I'm going to assume every time an energy analyst predicts $200/barrel oil they will be wrong for all of eternity
Hamas Is Isolated, Must Disarm Amid Regional Loneliness
Clock ticking on Hamas. They must disarm. “Hezbollah is alone in Lebanon, Hamas is alone in Gaza, the Houthis are alone in Yemen, and most importantly: the ayatollahs are almost alone in Tehran.”
Comments, Not Feed Posts, Drive Brand Impact
Harsh but true: Your brand feed posts don't matter. The comments do. “It’s not just about posting cadence and chasing follower growth. The best social media teams are optimizing their resources and time to live in the comments” Lessons from Social Media...
Iran's “Open” Hormuz Route Fails to Reassure Shippers
"The Iranian foreign minister’s announcement on Friday that the Strait of Hormuz is “completely open” for ships that use an Iranian-prescribed route doesn’t give the shipping industry assurances to resume traffic through the strait" https://t.co/9MdBedoMmR
Milwaukee Leads Home Price Gains; Austin Trails Losses
#NEW Home price shifts across America's 50 largest metro area housing markets Tightest: Milwaukee, WI (+5.7% YoY) Weakest: Austin, TX (-5.9% YoY) MoM = Month-over-month YoY = Year-over-year Without seasonal adjustment Analysis via @ResidentialClub https://t.co/Q58oWthGbA
400 Oil Tankers Resume Transit After Hormuz Reopens
POV: The 400 oil tankers stuck in the Gulf transiting the waters now that Strait of Hormuz is back open. https://t.co/jmhUZYYjld
E‑commerce Brands Face Aggressive Multi‑state Tax Enforcement
Five years ago, you could sell in 30 states, and nobody came looking. That era is over. States have figured out that ecommerce brands are sitting on millions in uncollected sales tax, and they finally have the tools to go collect...
Netflix's EPS Beat Fueled by Breakup Fee, Not Growth
Netflix 'crushed' earnings last night: $1.23 EPS vs $0.76 expected, a 60% beat. Revenue $12.25B, up 16% year over year. The stock is down 10% today at $97. Why? Because the beat was fake. $2.8B of that EPS came from...
Get Instant Email Alerts for New Modem Futura Episodes
Want to know when a New Modem Futura episode drops? Get a 10-second email alert so you never miss one → https://t.co/tcR9TfPzS2
Free Highly-Rated Tax Compliance Guide Now Available
#TaxTwitter My article on tax compliance that @tonynovak rates high is available free here https://t.co/67NFKLcdho