U.S. Admits only a Third of Iran's Missiles Destroyed
"They are out of missiles" U.S. confirms only one-third of Iran missile arsenal destroyed as war continues
IMF and Leaders Discuss Middle East Conflict’s Energy Impact
Pleased to meet with IMF Managing Director Kristalina Georgieva (@KGeorgieva) to discuss the implications of the Middle East conflict for energy markets & economies around the world We agreed to continue to keep in close contact as we support governments in...
Global Energy Shortage Sparks Rationing, Looming Lockdown‑Like Shift
Thoughts? We discuss the emerging global energy crisis and fuel rationing measures being implemented worldwide. Countries like Slovenia and South Korea are implementing fuel rationing systems, while others are grounding flights and pushing work-from-home mandates to conserve energy. We explore...
BART Hides Equity Consultant Fees Behind Fare Enforcement Claims
BART is claims they always took fare enforcement seriously. Why won't they respond to kane's public records request asking them how much they paid equity consultants to argue it didn't matter (and had "detrimental effects on the community")? https://t.co/wAHE5AYPf5
Heat Pumps Slashed Russian Gas Use by Half
When the Ukraine war broke out, the NSC was only talking about LNG. I pushed for heat pumps. They said "cute idea, not gonna happen." Europe proved them wrong — 45-50% reduction in Russian gas through efficiency and heat pumps alone. https://t.co/PmB3c97oaf
Rubio Says No Ground Troops Needed, but Preserves Trump’s Options
NEW: Secretary of State Marco Rubio tells me at the airport before leaving France that the US does NOT need to deploy ground troops to accomplish its objectives in the #IranWar. But part of the cabinet's job is to always give...
Truckers Praise Sec. Duffy as First Supportive DOT Leader
@SecDuffy is a rockstar among truckers who feel that he is the first DOT Secretary that has their back...
GLP-1 Drugs: Brain‑targeted Cure for Obesity and Addictions
In 1992, scientists discovered a chemical in Gila monster venom that mimicked GLP-1, the hormone your gut releases to signal fullness. By tinkering with its structure, pharma companies extended its duration from two hours (the Gila monster version) to one...
Oman Leases Astranis Satellite to Avoid Costly Del
'It's extremely expensive to wait,' Oman's #MBGroup says, explaining its lease of @Astranis satellite, to launch this year. Omani government meanwhile struggles to retain rights to its GEO slot. @ITUradiocomms @AirbusSpace.https://t.co/PAHVXkavCl https://t.co/v1KIYhPa33
6.64% Rate Threshold Determines Mortgage Demand
6.64% has always been my line in sand for rates when they tick higher from here demand slows when they go lower toward 6% things improve. Hug a mortgage spread today https://t.co/DeRZntaHsC
Truckstops Exploit Tax-Driven Diesel Price Gaps; West Coast Policies Blamed
The major truckstops already do this arb. They will move their diesel purchases between PADs to take advantage of price deltas at the rack. But a good portion of the diesel cost delta is actually tax and transportation related. The...
Flexpa Powers the Emerging AI-Driven Healthcare System
.@flexpa is integral to enabling the AI-powered healthcare system currently being built. and we're ready for all of it.
EPA to Halve RIN Value for Imported Biofuels in 2028
Here is the big news from today's RVO announcement: "EPA is announcing that starting in 2028, foreign fuels and feedstocks will receive half the RFS compliance value compared to American-made products, providing American biofuel producers with time to prepare for the...
TacAir’s Upgraded F‑5ATs Simulate Enemy
On this episode of TWZ: Special Access, Jamie Hunter visited TacAir to learn about their heavily upgraded F-5AT fighters and how they replicate enemy aircraft to keep U.S. fighter aircrews sharp. https://t.co/17p9XTnS5L
LPs Risk Total Loss for Modest 8‑10% Returns
It's actually crazy that LPs risk 100% of their capital to earn an 8-10% return. (while having no liquidity and no control). But the pitch deck won't highlight that. It will just make an extremely bullish business case for why the project...
Tennis Elbow Affects Everyone, Not Just Athletes
Why Does My Elbow Hurt So Much? Tennis elbow affects 1–3% of the population at any given time. Over a lifetime, virtually everyone will experience it. The vast majority of people who develop it have never played tennis. They are carpenters,...
This Week's Space Highlights:
In this week's Rocket Report: • Artemis II on track for launch next week • Russia reopens gateway to ISS • Space Force could move more payloads off Vulcan • Russia's Starlink takes flight • Isar scrubs launch attempt https://t.co/QKQhAwmre4
BBD RIN Gallons Appear to Match Leaked OMB Figures
Will have to do some digging to convert the BBD RIN gallons to physical gallons, but seems very close to the leaked OMB numbers from a couple weeks ago.
EPA Keeps 15 Billion Gallon Biofuel Target Through 2027
🇺🇸The U.S. EPA has finalized 2026 and 2027 biofuel blending volumes (see table below). EPA's report also states: "To provide continued certainty for American corn growers & ethanol producers, EPA will maintain the 15 billion conventional biofuel level for 2026 &...
Meta's Creator Partnerships Down for a Week, No Update
Meta's creator partnerships has now been broken for a week. Still no word from Meta on the fix. https://t.co/aF10GFNR7l
Courts Aim to Regulate Social Media Like Tobacco
https://theconversation.com/two-verdicts-in-two-days-how-american-courts-are-rewriting-the-rules-for-big-tech-and-children-279401 "The tobacco litigation of the 1990s ultimately ... imposed permanent restrictions on marketing practices and funded public health programs for decades. The public nuisance theory ... is designed to produce an analogous structural outcome for social media."
Patients Use AI for Nonstop Medical Questions, Not Trust
Patients aren't turning to AI because they trust it more than their doctors. They're turning to it because their questions don't stop between appointments. First piece on Substack: https://t.co/OciXwTtxM1
Helium and Sulfur Shortages Threaten Mining and EVs
We are just weeks from major disruptions to mining, EVs, and all such things due to Helium and Sulfur shortages It is not the end of the world, but it will likely end the business cycle unless solved within 7-10 days...
Dhurandhar The Revenge Hits $18M,
With $18M in first 8 days, #DhurandharTheRevenge has surpassed Pathaan to become all-time #2 Bollywood movie ever at North American #boxoffice. It only trails first #Dhurandhar film which it should pass after this wknd.
Labels Reject AI-Generated Music Due to No Copyright
Of all the shit that is not happening this is not happening the most. Why? The US Copyright Office regards generative AI works as not eligible for copyright. Most foreign copyright offices the same. What major or minor label is...
Oil & Gas Long Setup Sh
$SD Daily. Non-extended oil & gas play. Long setup. Bankruptcy back in 2016, so perhaps the stigma is still there. But sector is bullish & chart overall strong. https://t.co/mwf3OmFEEj
AI-Driven Network Planning Powers Seamless Venue Connectivity
Behind every major event is long-term network planning. Automation and AI-powered optimization help manage changing demand while strengthening everyday connectivity across key venues and transit hubs. More: https://t.co/6McW9aoizO @TMobileBuiness Partner https://t.co/TMn8UZ6HG6
Artemis II Crew Arrives at KSC for Media Q&A
Artemis II crew is enroute to KSC. Expected to land abt 2:30 pm ET. NASA's Jared Isaacman and CSA's Lisa Campbell will be there to greet them. Crew then will answer questions from the media. Full list of public...
Tesla FSD's Overcautious Design Lets Drivers Block Merges
Fun fact: Tesla's FSD is so cautious, if you can figure out if they are using it, it's easy to prevent them from merging. Even other Teslas take advantage of it! 🤦T
Shiyan‑33’s Low Orbit Raises Questions on CZ‑2C Capacity
Shiyan-33 tracked in a 485 x 505 km x 97.5 deg, 1030 LTDN SSO. With the CZ-2C/YZ-1S launch vehicle and such a low orbit, this must be a fairly massive satellite - anyone know the capacity of CZ-2C/YZ-1S to this orbit?
Argentina Permits 15% Ethanol Blend to Curb Soaring Fuel Prices
🇦🇷Argentina on Friday announced it will allow up to 15% ethanol blending in gasoline to combat rising fuel costs. The country's gas prices are up 18% so far in March. https://t.co/yYII0vDBDn
Trump and Netanyahu's Iran Conflict Spikes Global Oil Costs
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
US Apathy Sparks Panic, May Force Strait Reopening
Over the past 24 hours, I’ve talked to a number of leading shipping and energy sources in Europe and Asia. Overall mood: panic. Talked to dozens of key people in the USA. Overall mood: ¯\_(ツ)_/¯ Allied navies might have to reopen the strait...
Trump Names James Murphy NLRB
As long expected, President Trump has named NLRB member James Murphy as the labor board's chairman, the agency just announced. In statement, Murphy says he looks forward to working with colleagues "to protect and advance the rights of American workers."
Boss Rush Podcast Drops This Week's Game News
We're podcasting Boss Rush on the news in games this week in a couple of minutes. https://t.co/TxoxDJr9Kn
Iran Conflict Spurs Global South Renewable Shift, Canada Lagging
Why Energy Shocks Like the Iran War Are Accelerating Electrification Canada gets it wrong. Iran war is encouraging Global South (inc Asia) to switch from oil/LNG to renewables/electrotech. #cdnpoli https://youtu.be/7IbLVXk81Ow
SpaceX and Tesla Set to Merge, Become “X”
Prediction: SpaceX and Tesla merge within the next 12 months @CCM_Ryan thinks it will be renamed to "X"
Israeli Strikes Hit Iranian Steel, Tehran Retaliates Tit‑for‑Tat
This follows Israeli strikes that reportedly targeted steel industry facilities in Isfahan, Iran Tehran remaining very tit-for-tat in its responses A gas project for a gas project, steel plants for a steel plant—good reminder of why no one has yet taken out,...
Empires Rose on Ships and Salt; Britain Now Lacks Both
If you study the rise and fall of empires the two most important things are ships and salt. Now the UK barely has either.
Megabanks Still Free to Acquire Solvent Banks Under Deposit Rule
I forget that there are still megabanks who aren't yet barred from this kind of M&A (banks can't buy another solvent bank if they already control at least 10% of national deposits)
AI in Revenue Cycle: High Hopes, Low Adoption
Healthcare wants AI in revenue cycle, but adoption is lagging. 67% have high hopes. Only 14% have implemented it. Why? Data quality and workflow trust. Insights from Experian Health + Integris Health 👇 https://t.co/SdtyNSwza6 @Experian_Health #IntegrisHealth #AIinRCM #HITSM
Explore Undersea Cables: Unlock High-Value Market Insight
start learning about the cables under the oceans, you won't regret it. lots of alpha in knowing about the cables under the ocean now
AA Flight Attendants Warn of Imminent Bankruptcy
American Airlines Flight Attendants Fear Bankruptcy — Internal Union Minutes Call Finances "Dire" - View from the Wing https://t.co/lYnlSFQBYa
2026 Mobile World Live Survey Reveals Industry Trends
Mobile World Live: Industry Survey Report 2026 https://t.co/GNoL1eS9X7 @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analystrelations #wirelessanalyst #telecomanalyst #tech #technology #techanalyst #techindustryanalyst #technologyanalyst #pr #publicrelations #pressrelease #marketing #ceo #cmo #caio #column #columnist #keynotespeaker #speaker #ces26 #ces2026 #mwc26 #mwc2026 #mwc...
Lina Khan’s Past Work Explains Viral Video Surge
Why did this video from McMorrow blow up? Lina Khan worked on surveillance pricing years ago. There’s lots of legislation out there already on a state and Federal level.
Google Quietly Hands Fiber to Subpar PE Provider
Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip @techmeme https://t.co/ieoQ0sDH4H
Eurozone Ministers Discuss Energy Risks and Immediate Support Options
At the invitation of Eurogroup President Kyriakos (@Pierrakakis), today I addressed Finance Ministers from across the euro zone on the major energy market impacts of the war in the Middle East and the immediate options to support energy and economic...
AstraZeneca's Lung Drug Scores Unexpected COPD Trial Win
AstraZeneca lung drug gets ‘surprise’ win in COPD trials https://t.co/QuRlOQtzdT @ByJonGardner $AZN $RGN $SNY $RHHBY
Two Decades of Growing Seller‑Buyer Gap in Sacramento
The gap between sellers and buyers. Here's a wide view in Sacramento over the past 25 years. More on my blog this week. https://t.co/jfVvNTgTO5
Port of LA Volumes Surge 3% in Two Hours
Sharing some charts from the Port of LA's Port Optimizer Signal platform. Volumes into the port are rising in the two weeks ahead (notably that week 14 number literally rose 3% from 9 am ET this morning to when I...