Ford Leaders Explore AI Integration, Receive Vintage Caps
Our team hosted leadership from Ford this week as they explored ways to inject AI into their processes and products. We sourced made in the USA vintage Ford caps for them as keepsakes 🇺🇸🛻 https://t.co/6dWQzKA8hP
AI Speeds Writing, Not the Time‑consuming Reporting
Reporting new info takes time. Writing up the new info does not. Unless it's very complex info in which case the manner in which the info is presented is as important as the reporting part. Unclear what the AI achieves beyond the illusion...
Clarke Acquires Ravelin REIT for $1.1B, Adds
#Canadian bacon saved as #Clarke, a co that operates ferries on the #StLawrence buys out struggling #REIT #Ravelin in deal that values REIT at $1.1B+adds 6.3MSF NA+#European offices to Clarke's portfolio. #realestate #CRE #mortgage #TSE https://t.co/O403vkrbXu
Oil Industry Faces Irreversible Transformation
The Oil Industry Will Never Be the Same #energysky -- via Heatmap News https://t.co/Lr3jbBiSHf https://t.co/Qxx2iNkDyR
Iran Destroys US KC-135, Hits Prince Sultan Base
Looks like Iran scored a direct hit on the US apron at Prince Sultan Air Base today. Smoke everywhere... At least one KC-135 Stratotanker is toast and a few others might be banged up from those ballistic missiles and drones.
Quality‑of‑Earnings Review Triggers Price Cuts and Walk‑aways
the quality of earnings review finds every time: – inflated owner salary – personal expenses in business – one-off revenue not repeating – related party transactions every finding: – a price reduction – a structure adjustment – a walk away signal never skip it
How the U.S. Can Counter China’s Tech Dominance
Rebecca Fannin, author of THE NEW TECH TITANS OF CHINA on how the U.S. can respond to China’s growing lead in several tech areas including batteries, energy, EVs and AI. https://t.co/DFOk3yJikn
China Farms Solar on Water, Mountains to Spare Farmland
China Builds Solar Farms on Water and Mountains, Preserving Land for Agriculture by @MarchUnofficial #Sustainability #RenewableEnergy #CleanEnergy https://t.co/rKBBV6eaJ8
New PV Inverter Metric Accounts for Local Solar Conditions
New PV inverter efficiency metric reflects local solar conditions #energysky -- via pv magazine global: https://t.co/wtM5JHk0GQ
Kill Data Debt with Perfion PIM for 10k SKUs
Managing 10,000+ SKUs shouldn't be a horror story. Kill "Data Debt" with Perfion PIM and ditch messy spreadsheets. 📈 #PIM #Perfion #Distribution #SupplyChain #DataManagement #ERP Schedule a meeting with me: https://t.co/ZsEwnG4p2n https://t.co/tRldYvC7rO
Hope for Compassionate, Competent EDs Like Pitt
Just over here longing for a world where every real ED could be more like the Pitt - Heartfelt humans - Competent care - No patients' needs dismissed
Court Ruling Marks Potential ‘Big Tobacco’ Moment for Big Tech
Could this landmark court ruling be “Big Tech’s ‘Big Tobacco’ moment,” as @sachalouise put it? It certainly sounds like a new chapter for social media platforms regarding accountability and social responsibility. Via @MickeyCarroll0 @SkyNews https://t.co/oAVv0UjrZg
Reddit Posts Get Repurposed by Facebook Farm Accounts
Incredible how I will see a post on the front page of Reddit and then a day or two later the same thing shows up on Facebook from some slop account .. FB is trying so hard to incentivize “original”...
Strait Reopening Prevents Catastrophic Fallout
"but the catastrophic consequences of the Strait remaining closed won't happen if the Strait reopens" https://t.co/iULTzt6N2d
Streaming Price Hikes, AI Setbacks, And
Read this week's Strictly Business newsletter: Netflix's New Price Hikes & the 'Streamflation' Problem; 'Love Story' Producers on That Finale; Did Disney Get Lucky That OpenAI Killed Sora?; Epic Games' Massive Layoff; and More https://t.co/t5lKG7FYDy
Retro Pixel Art's Charm Remains Unbeatable
Low resolution, subpixel rasterization, limited color palette, and dither. It's hard to beat that look.
India's Export Bans Could Sway Global Rice, Sugar Prices
Decent odds we see some export bans for key commodities where India can move global prices (eg rice, sugar)
Housing Guidance Expected to Tighten Earlier in 2026
Last year it took until early summer for the housing industry to throw in the towel and lower guidance across the board (namely housing starts). Thinking we pull the timing of that directional guidance revision forward a few months in...
US Office Vacancy Drops Slightly, Sunbelt Leads Recovery
A glimmer of hope for offices. US vacancy falls 2 % points Though 17.6% vacancy shows there's still a long way to go. #Tech-heavy metros like #Seattle #Austin #SanFran still struggle w/#Sunbelt leads way w/12.8% #realestate #CRE #pandemic #NYC #DC...
Import‑dependent Economies Can Cut Oil Demand without Extra Renewables
For economies dependent on energy imports, there are pathways to scalably reduce demand for oil & gas without undermining standards of living or their industrial base. Those pathways don't have much to do w/ building more wind & solar...
LNG, VG, NEXT Surge After Australian LNG Outage
Looks like $LNG, $VG, and $NEXT are going higher and higher after the loss of Australian LNG. https://t.co/aF1BJEMbd2
Consumer Preferences Unmapped Amid Low Family Medicine Pay
Has anyone mapped this into what consumers *want* and/or *value*? The sucky pay for family medicine is glaring; what about others? @HealthyThinker
AI Takes Over Finance as UX Vanishes
Neobanks gave us better UX Agentic finance gives us no UX The AI just handles it That's the shift
European Car Makers Shift to Defense to Save Jobs
Europe’s beleaguered automakers & their parts suppliers are turning to defense production for viable alternative sources of income. “Without a new revenue stream, they face factory closures and job cuts.” Via @Jordyn_Dahl @Politico https://t.co/Ub0CxTDJYj
Iran's 'Toll Booth' Reveals Selective Hormuz Passage List
"Tehran’s ‘toll booth’: How Iran picks [for now] who to let through Strait of Hormuz." Mentions the late IRGC Naval Commander. Is it just me, or does this read like a target list to deconstruct? ...submit the information to the...
Misusing Restricted Donations Is Illegal and Punishable
Hmm. I hope they got legal advice. Donations given for a specific purpose can be legally restricted to that purpose. Treating restricted funds as general funding is unlawful and carries penalties for the trustees. https://t.co/2YUgNnzAJo
From Billion‑Dollar Deals to Billion‑Dollar Turnarounds
IB at Goldman Sachs. PE at TPG. Then he pitched a $1B restaurant buyout at Paulson — now he’s fixing another $1B mess.
7% Mortgage Rates Trap Sellers in Negative Real Yield
Mortgage interest rates are hitting 7 percent and sellers are locked into COVID era mortgages that are in negative real interest rate territory. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/jUHCvyVvDx
Erdoğan Blames Netanyahu's Israel for Regional Aggression
#TurkeyWatch 🇹🇷: President Erdoğan fingered Netanyahu's gov't and Israel for “not only targeting Iran”, but also its “step by step implementation of plans to occupy Lebanon”, and its continuing “aggressive violations” of Syria’s sovereignty. https://t.co/M9KIHTZopA
Bathroom Mood: Inspired by Top Designers and Our Studio
My bathroom mood right now …inspo from @sherlewagnerinternational, @p.e.guerin, a powder room in a residential project by my studio, and me https://t.co/XF027ckTES
Producers Aim Sensitive Portrayal of JFK Jr.'s Fatal Flight
‘Love Story’ Producers Brad Simpson and Nina Jacobson on Tackling Final Episode With JFK Jr. and Carolyn Bessette’s Fateful Flight: ‘We Didn’t Want to Be Gratuitous’ https://t.co/YJ1lpCYEo8 via @variety
Plesetsk Launch Planned Early April to 63° Inclination
Local warnings and at least one NOTAM indicate an upcoming launch from Plesetsk between April 1 and 15 to an orbit with an inclination 63 degrees toward the Equator: https://t.co/EhSC0xsQVM https://t.co/E7nBV3xpBV
Trump’s Tariffs Were Symbolic, Global Trade Endured
Factful Friday is up! After a book-writing hiatus, it's back (and based on snippets from my forthcoming eBook, World War Trade). 👉Why didn’t Donald Trump’s tariffs melt down the world trade system? This Factful Friday, based on snippets from my...
Pentagon Silent for First Full War Week, No Briefings
This marks the first full week since the U.S.-Israeli war against Iran began that the Pentagon has done *zero* press conferences. Last briefing was held by Secretary Hegseth and Gen. Caine on March 19. Hegseth's public affairs team itself has not briefed...
Europe Urges Early Gas Refill, Traders Stay on Sidelines
European governments are keen for traders to make an early start refilling severely depleted storage tanks But the gap between summer and winter gas prices is telling them to wait. For now, traders say they are largely staying on the sidelines...
Skepticism Over Trump's Quick Iranian Regime Change Promise
Silly in many ways, but specifically: given that we're already 4 weeks into the Iran War, it seems as if Slok here is implying that the Trump admin will achieve durable and favourable Iranian regime change between the weekend and...
Boom Engine Stands Out Amid Claims of Uniqueness
Boom engine review today. Surprised how often I hear “we just did something no one has done before.” Remarkable engine, designed in a remarkable fashion. https://t.co/0cVuJ4YIFk
Gleamer AI Outperforms Clinical Validation in Real-World Use
An AI delivering more in the messy real world, than on the (already outstanding) original clinical validation publication … that’s the power of @gleamer_ai , now part of @RadNetImaging DeepHealth 🚀 #radiology #AI @BIR_News 2026 London https://t.co/PhFjveXqWQ
Eurofighter Typhoon Handles 80% of Combat Missions
"Eurofighter Typhoon continues to play a central role. Between 2024 and 2025, around 80% of combat-aircraft missions conducted by operator countries were flown by these aircraft." https://t.co/HctQ8eSjo4 https://t.co/dkdRxPXYSU
California’s Grid Generates Double Renewable Power, Cuts Gas 60%
WindWaterSolar has produced TWICE the electricity as the SUM of fossil gas, nuclear, and bioenergy on the @CaliforniaISO grid in 2026. Gas is down 59.4%; WWS is up 24.1%; batteries up 335% in '26 v '23. 35 straight and 62 of 85...
Walmart's OpenAI Exit Signals AI Model Battle for Finance
Walmart dropping OpenAI is hitting the headlines. What does this reveals about Agentic Commerce and what every Bank, Insurer, and Fintech should take from it? Which model will financial institutions choose when AI agents start selecting and purchasing financial products on...
AI Will Reshape Healthcare; Leaders Must Drive New Thinking
Everyone agrees AI will change healthcare, but institutional momentum hasn't shifted to redeploy people. The question isn't "who gets left behind?" It's: Who leads the thinking? https://t.co/AyFMFqXwyL
CERAWeek Recap: Iran Conflict Fuels Energy Crisis
Quite a week to be @CERAWeek with Iran war and escalating energy crisis. And no one better to debrief with than the incomparable @JavierBlas. Check out my podcast with him recapping #CERAWeek and latest on Iran. https://t.co/OsJts3VLUQ
IEA Urges EU to Decouple Gas From Electricity Pricing
The EU should sever the link between gas and electricity costs to limit the fallout from the Iran war, the IEA has suggested 🇪🇺⚠️ In the European marginal pricing system, gas is the fuel that effectively sets the power price https://t.co/rvKWzsWwey
White House Drug Pricing Bill Details Revealed, Previewed by Insiders
Early details of what's in the White House's drug pricing bill text — and who's getting a sneak peek of it https://t.co/Yt8usm4yOa
Michael Jackson Biopic Leads Pre‑Sales, Beats All Competitors
And yeah, general ticket Pre-sales for the KING OF POP #MichaelJackson music biopic #MICHAEL’s opening weekend at US #BoxOffice had a solid kick off yesterday, despite hardcore fans already having concentrated on the PLF early screenings pre-sales which kicked off...
UN Managed Iraq Oil Funds: 25% Reparations, 3% Fees
Remember this? After Kuwait's liberation, Iraq's oil revenues were placed in a UN escrow account, with the UN managing sales and purchases. Iraq paid about 30%—later reduced to 25% after 2000—for war reparations, while the UN kept 3% for administration...
Iran Conflict Exposes Fragile Fossil Fuel Economy, Urges Clean Transition
"Our fossil fuel economy is a house of cards and Trump's war in Iran is about to topple it. The need for a clean energy transition has never been clearer" | My new commentary for @LiveScience: https://t.co/TgUxuicmbz
Iran-Linked Hackers Breach FBI Director Kash Patel's Email
FBI Director Kash Patel's email breached by hackers linked to Iran, sour... https://t.co/CmeuUp2yiA via @YouTube
US Assures Allies: No Immediate Iran Invasion Plans
Not even a slight bounce on this headline. *US SIGNALS TO ALLIES NO IMMEDIATE PLANS FOR IRAN INVASION