Still Waiting on SAVE and SHIPs Act Passage
I’ve been a little busy… Did we pass the SAVE Act yet? How about the SHIPs Act?
United Media Day Insights: Friends May Be the Real Moat
There was so much to unpack from United's Media Day in LA this week and @crankyflier and I tried to wrap our arms around all of this in this week's episode of The Air Show podcast. Maybe the real defensible...
Pending Home Sales Remain Positive Year‑Over‑Year
Housing data is still postive year over year with our weekly pending sales data; if there were no war, it would have easily grown in 2026. In any case, more on this with the weekend tracker. 🫡
2026 Could Mirror 1970s Oil Shock, Stocks Crash
Per @grok If 2026 plays out like the 1970s oil shock (Nixon Pres): Stocks: S&P crashes another 40%+ (total ~45-50% drawdown) Oil: $150–$200+/bbl as Hormuz pain drags Rates: Fed funds rips to double digits (teens possible)
Netflix Veteran Sean Carey Joins Crush Capital Advisory Board
I’m excited to announce that Sean Carey, former Vice President of Global Television at Netflix, has joined Crush Capital’s Advisory Board. With more than 25 years of experience at the forefront of media and entertainment, Sean played a pivotal role in...
CBS Ratings Plummet: A Complete Catastrophe Exposed
Nellie Bowles mocked our CBS News reporting this week. But there's no other way to describe the network's cratering ratings other than a complete catastrophe. Our response on Power Lines: https://www.youtube.com/watch?v=0185sL5Dzy0
Iran War Threatens Global Fertilizer Supply, Endangers Food Security
The Iran war has crippled Middle East production/shipments of fertilitizer and upstream inputs, threatening global food supplies. That could be bad for rich countries - and disastrous for poor ones. https://t.co/YLuPd0NrWM https://t.co/FPLfLjAOYy
AI Drafts Contracts, but Lawyers Still Essential
Client: I used ChatGPT to draft this contract but I want a lawyer to bless it Me:
Digital Transformation: Continuous Rethinking of Experiences, Not a Single Project
The biggest shift? Realizing digital transformation isn’t about one initiative. It’s about rethinking how you build, deliver, and evolve experiences over time. https://t.co/MZDOKozuGf
Marriott Denies Black Guest Stay, Calls Police
Lawsuit: Marriott Hotel Told Black Guest ‘You People’ Can’t Stay Here — Then Called Police - View from the Wing https://t.co/06ClGlQvZ2
David Simon Says Billionaire Owners Lack Capacity to Sustain Journalism
"The Wire" creator David Simon calls out billionaire newspaper owners Jeff Bezos and Patrick Soon-Shiong, telling @get_status that they have "no capacity for sustaining journalism" or finding a way to modernize it and help "it survive.”
BTS' ARIRANG Projected to Debut at 652k Units, No.1
📈🧵 Final industry projects predict that BTS' 'ARIRANG' will open with about 652,000 units in the U.S. for its first week (540k from album sales, 99k from streaming-equivalent units, 13k from track-equivalent units) and easily No. 1 on the Billboard...
Molecule‑Led Framework Prioritizes Coordination Over Technology
For years, we’ve talked about a trillion-dollar bioeconomy. The harder question has always been where to start. This new piece on the AB4S Molecule Manifesto from @LOrealGroupe, @Lallemande, @EITFood , @BASF, @Evonik, and @cradlebio offers one of the most compelling answers...
Crude Prices Edge Higher Amid Hormuz Stalemate
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and term structure keeps getting tighter. Summary below, link to...
China Launches Probes Into US Section 301 Investigations
Beijing’s commerce ministry said on Friday it was initiating two probes of its own looking into the US Section 301 investigations into China. by @leahyjoseph, Tina Hu & @AsiaLens https://t.co/LI97xXyn8V
Chemicals Firms Hike Prices Amid War-Driven Inflation Shock
"Chemicals companies on the front lines of the inflationary shock are aggressively raising prices on disruptions from the four-week-old war... The price increases are already kicking off a chain reaction." https://t.co/E16JDzEqwM https://t.co/Ttbur0ru2f
US China Trade Gap Narrows, Overall Deficit Hits Record
"The U.S. goods trade deficit with China shrank 32% to $202 billion last year..., the narrowest since 2005. Yet the overall U.S. goods trade deficit grew 2.1% to a record $1.24 trillion because U.S. importers shifted rapidly to other markets"...
FTC Forces Visa to Police Banks' Account Closures
"IOW, the FTC isn't just telling Visa not to debank people; it's telling Visa to police its bank customers' individual account-closure decisions—decisions Visa has no visibility into and no practical ability to control."
Played Clair Obscur, Got Unexpected Developer Revelations
NEW: A couple of weeks ago, I finally played through Clair Obscur: Expedition 33, so I could speak to the developers about the ending. We certainly did (and I've marked that part with spoilers, if you want to skip) But much...
Japan Funds 130 MW Tunisian Solar Project
Japan finances 130 MW solar project in Tunisia #energysky -- via pv magazine global: https://t.co/G4FPMmp1cp
Health as a Point, Disease as Trajectory in Latent Space
Latent Space as a Physiological Map: All our medical data, genomes, scans, notes are just different shadows of one underlying physiological state. Health = a point in high-dimensional space. Disease = a drifting trajectory Treatment = a vector,...
Delaware Judges' LinkedIn Activity Sparks Recusal Concerns
Probably time for Delaware courts to tell their judges to stay off LinkedIn. This is the second one of these and seems like grounds for recusal. https://t.co/3rSJNF9SiL
From Family Office Advisor to Founder: Raising $25M
An important reminder if you work for a family office or just a HNWI and you've done a wonderful job allocating their capital across various asset classes: fixed income, real estate, public equities, PE, venture capital, private credit, commodities, and traditional...
US Puts $10M Bounty on Iranian IOControl Hackers
US offering $10 million for info on Iranian hackers behind IOControl malware | The Record from Recorded Future News https://t.co/2wnlp84kjx
Tesla Gains as Rivals Slash EV Investment
Beyond the headline of next week’s $TSLA deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla...
TSA Lines Echo the Powerlessness of the Marginalized
FWIW - The feelings of powerlessness and uncertainty that air travellers are now experiencing in TSA lines is all too familiar to those at the very bottom. Hopefully more will begin to appreciate why the divide in confidence matters.
New Therapeutic Triad Accelerates Huntington's Disease Breakthroughs
“Huntington’s Disease and The Triad of Therapeutic Conviction”. Debut blog from Eric Green, CEO of Trace Neuro, explaining why and how advances are happening in HD. Genetics, cellular understanding, and enabling modalities. https://t.co/pAr9EQs5gJ
Who’s Liable When Your AI Twin Goes Cringe?
If your digital twin commits a 'cringe' act on the internet, are you legally responsible? I’m asking for a friend whose AI clone just posted a 10-minute video of itself doing the Macarena in 2026. 💃⚖️ #AIEthics #DigitalTwin #CringeCulture https://t.co/KmThME5iGN
Australia’s Gas Phase‑out Already Complete; Paperwork Lags
Australia has already passed gas – the market is just updating its paperwork #energysky -- via Renew Economy: https://t.co/m8gjoMoMXz https://t.co/85gtKD6xHy
Edit and Publish YouTube Videos in Two Hours
I used to have a content manager to help me edit my YouTube videos. The videos looked great, but the process made me so disconnected from my own content. Now, I record a video and get it edited and scheduled in...
Iran's $2M Ship Fee Fuels Export Surge Amid US Presence
Iran is processing ships at the Imam Khomeini port, located in Khuzestan at the northernmost extreme of the Gulf, near Kharg Island. So, for ships seeking passage approval from Iran, they have to sail all the way to the northern end...
FreightWaves Launches Top‑Rated Daily Freight Market Show
FreightWaves Today, our daily freight market show coming in May, is now the most successful ad-supported show we've ever launched at FreightWaves. I will be the host alongside Julie, featuring Zach, Malcolm, Charles, and our team of market experts. Each...
Prevention Profits only when the System Changes
The elephant in the room? Healthcare talks endlessly about prevention. But who, exactly, gets paid when you don’t get sick? Follow the incentives and the whole story changes. Until staying healthy becomes more profitable than treating disease, prevention will keep being marketed like a...
Starlink's India Commercial Launch Imminent, Defense Potential Discussed
I was told by several people at the SatShow this week that Starlink's commercial launch in India is imminent (next few weeks). I wonder about defense applications too
Tehran's Counter‑Proposal Looms as Rubio Teases U.S. Response
Iran US war news LIVE: Tehrans counter-proposal to US expected soon; Marco Rubio hints at next move https://t.co/UUGxfHdaMx
Houthis Poised to Act if Iran War Escalates
Deleted the Walter QT re: Houthis because I couldn't find any other supporting reports. All I could find was this report (from yesterday) that noted the Houthis were read to respond militarily "should developments in the war on Iran require such...
Deep Robotics Debuts Hyper-Realistic, Life‑Like Robot Horse
DEEP #Robotics Unveils a Hyper-Realistic #Robot Horse That Moves Like the Real Thing via @XRoboHub #AI #ArtificialIntelligence #EmergingTech #TechForGood https://t.co/VsMesNxtMC
UN Aviation Limits Passengers to Two Power Banks
UN aviation agency limits use of power banks to two per passenger on flights https://t.co/NOamABM2mX
Consumer M&A Surge Sparks New Coverage Focus
Programming note: I'm adding consumer/retail M&A to my beat while continuing to cover deals across sectors including health, media and telecom. Here's my take on the recent boom in consumer deals: https://t.co/QONxOmUWe1
Trump Directs TSA Payroll Without Congressional Approval
Trump Orders TSA Paid Without Congress — Screeners Get Paychecks Monday - View from the Wing https://t.co/AP25AsOuU1
Clarify Terms, Payment, and Liability Before Consigning Art
Questions to answer before you consign art: Length of the term. How and when you get paid for sales. Party responsible for packing, shipping, handling, installing, etc. Party liable for loss, damage, theft. Party responsible for insuring the art. Insurance...
Lock‑in Effect Keeps Sub‑3% Mortgages Alive, ARMs Plummet
Update on the “Lock-in Effect” in the Housing Market: Below-3% & 4% Mortgages Fade Very Slowly. Share of ARMs originations fell further and is at historic lows: FHFA’s National Mortgage Database https://t.co/ZUvlUdW3RE https://t.co/bqPa12CUrs
Foldable E‑bike Fits in a Backpack as Spare
#WhatsNext? A compact e-bike that could serve as a spare tire or be carried in a book bag. (Cheddar Gadgets) #EV #Transportation https://t.co/L66vDnbpue
SpaceX Paid per Active Users, Not Subscription Count
Silly numbers, especially when you can see that SpaceX gets paid on the number of users (currently 10M per month) not on the number of mobile subs with access to the service (>10x that number)
LGA Precheck Runs Smoothly with ICE Staff
At the risk of disrupting The Narrative, #TSA Precheck at LGA Terminal C this afternoon was 15-minute wait, all check-ins hands by #ICE who were unmasked, professional, and courteous.
Map All Four Customer Journey Stages with Tactics
The 4 Customer Journey Stages + the channels, tactics, and content types for each stage: https://t.co/WUxJLEJypr
Iranian Attacks Drive Push for Hardened Underground Base
Hardened Underground Facilities Now Being Sought For Al Udeid Air Base Iranian attacks highlight the glaring need for hardened infrastructure and shelters to protect troops and military assets. https://t.co/z6Sqsl2jPV
US Seeks Underground Bunker Design for Al Udeid, Delayed
Scoop: As Iranian missiles and drones rain down, CENTCOM is seeking vendors who can plan and design a hardened, underground facility at Al Udeid Air Base in Qatar. But it won't be built any time soon. https://t.co/8w5TtpXOLA
Major Outlets Reveal Journalists Turning to AI Writing
yesterday both WSJ and WIRED published pieces about journalists using AI to write their stories https://t.co/G8CQwY7lRr
No‑reply Emails Must Include an Unsubscribe Link.
It should be illegal to have a NO REPLY email that doesn’t include an unsubscribe link. Forcing me to log onto your platform to unsubscribe from an email I did not ask for in the first place is wild work.