EU Allows Fuel, Fertilizer Price Flexibility Amid Iran Conflict
EU to give members leeway on fuel, fertilizer prices amid Iran war https://t.co/vDWd0WFUXl via @johnainger @AlbertoNardelli https://t.co/GeUMkkLivE
Unexpected Lesson From an On‑call Hospital Night
A little break from talking about GLP-1s and obesity medicine. Here's a short story about when I was doing an on-call shift at the hospital a few years back:
Accountability Demands Human Oversight for AI‑Driven ERP
With AI agents in ERP, who's accountable for errors in financial or supply chain decisions? Strong governance and human oversight are crucial. It's not about who owns the AI, but ensuring someone owns the outcome with trust but verify. #AIGovernance...
Nomadic Drones Boost Grid Resilience with Self‑Charging Autonomy
Nomadic #Drones Revolutionize Grid Resilience with #Autonomous, Self-Recharging Inspection Systems via @WevolverApp #EmergingTech #Innovation #Technology #Tech https://t.co/ajeMbxIykP
AI-Run Store Opens, Then Forgets Its Employees
An AI agent opened a store in San Francisco. Then it forgot the staff https://t.co/itybMA0Cpb via @FastCompany
Starbucks' ChatGPT App Suggests
So Starbucks has a new app on ChatGPT that will help you pick your drinks based on mood, weather, etc. So I started messing with it this morning and now I think the robot wants to call the authorities… https://t.co/KTdElSn26i https://t.co/IZTjtQrS0c
Greenland Resources Valued at $2.5‑3B
At the current Molybdenum prices, Greenland Resources' $MOLY NPV sits around here (~$2.5-3.0bn) 👇 Market cap of $170m. https://t.co/q78aNaCpRO
Amazon Leo to Launch LEO D2D Network by 2028
A logical, but still unconfirmed, conclusion is that this is what @Amazonleo referenced by having its own LEO D2D constellation starting in 2028 and operating alongside Globalstar's network.
Snap's Cost Cuts First, Growth Now Powered by Subscriptions
⚡️ $SNAP Rightsizing Cost Structure is Important 1st Step, but What About Engagement and Specs? ⚡️ SNAP also disclosed Q1 revenue growth of 12%…However, the growth is coming from Snap+ subscriptions, with the core advertising business likely… https://t.co/1NDtoN6T2v
Trump Poised for Third Legal Clash with Federal Reserve
A potential third courtroom battle looms between Trump and the Fed. The administration has so far not succeeded on its subpoenas or firing of Lisa Cook
January Gas Expected Below $4.40 in Q4
January Gas: Above $5.40 or Below $4.40 in 4Q? A year ago, the January 2027 natural gas future was roughly the same as the $4.60 per MMBtu on April 14, indicating the price to expect in 4Q. A move below the...
Host-City Hotel Rates Fall a Third, Demand Softens
"Match-day room rates in host cities including Atlanta, Dallas, Miami, Philadelphia and San Francisco have dropped about a third from their peak earlier this year, according to data tracker Lighthouse Intelligence, in a sign of lower than anticipated demand."
Senate Republicans Threaten Boundary Waters with Foreign Mining
It sounds like the Republicans in the Senate are going to try to sell out the Boundary Waters Canoe Area Wilderness to a foreign mining company today. The BWCA is a million acres of designated Wilderness in northern Minnesota with...
Copper Prices Overextended; Must Revisit 5‑Year Mean
Copper Peak Inklings? Stretched From 5-Year Mean Copper faces up-too-much risks near the start of 2Q. If the metal doesn't revisit its five-year moving average at $10,253 a ton, it would be the first year since 2021. Copper dropped 14% in...
Gritty Maverick Built DLJ Into Wall Street Powerhouse
“I have to be busy, and I just love building things that make a difference.” In a 1986 Wall Street Journal article, Tony James was described as an up-and-coming M&A whiz kid. He transformed DLJ from a mid-sized brokerage into one of...
FCC Deadline Could Force Millions to Upgrade TV
If the @FCC adopts a hard date to shut down current ATSC 1.0 digital TV signals in favor of @WatchNEXTGENTV, millions of U.S. TV households will need at least one of these. https://t.co/NIxa4ysxQ7 https://t.co/MjpI0bCe4p
Free TV Use Jumps 51%, One in Five Go Antenna‑Only
Chart of the Day: American households relying on free TV exclusively has surged by 51% in the past two years. Nearly one in five TV households now antenna-only. Source: Pearl TV in April 13 FCC filing. https://t.co/NIxa4ysxQ7 https://t.co/B5C7VsShZK
Iran Secures Chinese Spy Satellite, Enables US Base Targeting
‚Iran secretly acquired a Chinese spy satellite that gave the Islamic republic a powerful new capability to target US military bases across the Middle East during the recent war, according to a Financial Times investigation. Leaked Iranian military documents show the...
Russian Air Force Gains Deadly Edge After Ukraine War
Is the Russian air force much more dangerous now than it was before it invaded Ukraine? Yours truly quoted by @BusinessInsider on the hard lessons learnt by the Russian VVS from the war in Ukraine. #avgeek https://t.co/Q2gsAjVA78
British Tabloids Face Extinction in Digital Era
The slow death of the massest of mass media. Can the traditional British tabloid survive the digital age? https://t.co/vHXP2KytRy
Today's Teen Could Become First 150‑year‑old
David Sinclair says the first person to live to 150 is a teenager who's alive today. He's taken flak from colleagues for years over this prediction. He doesn't care. He still stands by it. "The first person to live to 150 has...
FCC Chairman Probes Broadcasters' Undisclosed Conflicts, Targeting Kimmel
D.C. Memo: FCC Chairman @BrendanCarrFCC Looking at Undisclosed Conflicts by Broadcasters, a Review That Could Snare @JimmyKimmel https://t.co/bBBhcj60fP
US Leaders Dismiss Israeli Iran War Plan as Farcical
I spoke w/ @janetonthemoney on the US-Israeli war plan for Iran, presented at the White House on Feb. 11: "John Radcliffe, the head of the CIA, called Netanyahu's Mossad plan to destroy Iran 'farcical'. Marco Rubio said it was ‘bullshit'."
Former Alabama Recruit Faces $20M Loan Fraud Charges
Feds have charged one of Nick Saban’s earliest Alabama recruits with a $20 mil bank loan scam in which he misappropriated NFL players identities. My story in the Guardian https://t.co/bufbWXgTr8
Snap Cuts 1,000 Jobs, Credits AI for Efficiency
Snap Axing 1,000 Staffers, 16% of Headcount; CEO Evan Spiegel Cites AI as Helping Boost Efficiency for Smaller Teams https://t.co/8UZdWps46q via @variety
Partnering with World Bank to Accelerate Energy Access
I am attending #WBGMeetings and had productive meetings with @WorldBankGroup's @bjerde_anna & Franz Drees-Gross. I look forward to our continued partnership to accelerate #energyaccess by scaling investments & sustaining delivery momentum through initiatives such as #Mission300. https://t.co/SPLfczfKLe
Advisory Committee Needed to Vet RP1/Replimmune Melanoma Data
I haven’t dug into the specifics of the RP1/Replimmune data in melanoma, but isn’t this an example of where a good old-fashioned Adcomm could help vet the data and overall risk-benefit? https://t.co/qAxtU9pUeF
Building Trust for Robotaxis in British Asian Communities
𝐁𝐮𝐬𝐭𝐢𝐧𝐠 𝐬𝐞𝐥𝐟𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐜𝐚𝐫 𝐟𝐞𝐚𝐫 My column in the @AsianVoiceNews on building trust through inclusive & accurate conversations, especially amongst the British Asian community as London prepares itself for robotaxi deployment later this year... Thanks @RupanjanaDutta for covering this important topic...🙏🏽
Corporate America Knows Exactly Who to Lobby
The real takeaway from the United-American Airlines megamerger story is that Corporate America knows who it needs to lobby https://t.co/zsurhy8v9w
Baseball Writers Trade Scoops for Favors From Agents
There’s a group of baseball writers who make a good living from being fed scoops from top agents. This doesn’t come without quid pro quo.
Pentagon Deploys Carrier Group and MEU Before Ceasefire
Friendly reminder that these deployments -- a third carrier strike group and another Marine Expeditionary Unit -- were already announced by the Pentagon and in transit to the Middle East prior to the ceasefire.
US Blockade on Iran Oil Shows Strategic Restraint
It takes courage to do a blockade and the US administration deserves credit for doing it. The key argument in favor of a blockade is that Iran is a relatively small oil exporter, so it doesn't have the power to...
FE Mottram Expands Titanium Scrap Capacity in Estonia
FE Mottram is adding roasters, crushers, and backup furnace capacity to strengthen titanium scrap processing in Estonia. https://www.metalnomist.com/2026/04/fe-mottram-ferro-titanium-expansion.html
Court Clears Home Distilling for Hobby Distillers Association
"the Court of Appeals recognized that my clients—the nonprofit Hobby Distiller’s Association and four of its named members—are now free to distill alcoholic beverages at home as long as they comply with existing state and federal law."🔥 https://t.co/QQVUwc5hMn https://t.co/BKgRls4QBQ
Amazon Prime Video Blames Hardware Failure for Game Outage
Here’s what Amazon Prime Video’s sports team had to say about last night’s technical difficulty: The “broadcast of the Miami Heat at Charlotte Hornets experienced a temporary disruption due to a hardware failure in our production truck. Our teams restored the...
TV Q&A Explains Pittsburgh Weather, NCIS Exit, Spanish Channels
TV Q&A: Why are weather stats for Pittsburgh taken at the airport? Why did a @ncisverse star exit? Why so many Spanish language channels on cable? Via @TribLIVE https://t.co/xm3njZHvJb https://t.co/wkZwhw0cQA
Presidential Report Misses Key Drivers of Housing Supply
"What the Economic Report of the President Gets Wrong and Right About Housing Supply" https://t.co/wTL0SpGnWA via @CatoInstitute @sslivinski https://t.co/SjtLwXHzq7
Oil Doom Forecasts Wrong: Blockade Didn’t Spike Prices
One month ago, I wrote that oil price forecasts of $150 or $200 were fear-mongering and that a blockade was the way to go. We now have a blockade - an important and courageous step - and oil prices aren't...
Energy Levels Reveal Early Healthspan Decline Signals
Energy isn't just a feeling. It may be one of the earliest biological windows into healthspan decline. New from @BuckInstitute's Healthspan Horizons, led by @NathanPriceSci, exploring how mitochondrial function, sleep, glucose stability, and inflammation converge as early warning signals. This matters for...
Builders Slash Cabinets and Windows to Preserve Margins
"Flimsier Cabinets and Fewer Windows: Home Builders Are Skimping on the Basics" https://t.co/D3NKwvf6zt "higher labor costs and materials prices are also cutting into margins" https://t.co/2KkyYnoVod
Proposing Paid, Self‑Driven Tube Trains Is Ridiculous
I have a better suggestion. Give tube trains very good automated safety features and then make the public pay to drive them. It would be a blast. And I'd do really good announcements.
People, Pricing, Partnerships: Growth Drivers for Top Companies
The best companies are not just optimizing what already exists. They are finding new ways to compete through People, Pricing, and Partnerships. At the Miami Summit, these 3 Ps emerged as the strongest drivers of growth. #Strategy #Innovation #BusinessGrowth @SharnRayner...
Near‑surface Oxide Delivers Low‑cost, High‑margin Cash Flow
Near-surface oxide in a proven district means low strip ratios, simple open-pit mining, and low-capex heap leaching often delivering some of the lowest AISC in the industry. Bulk tonnage with silver credits can generate strong margins and quicker cash flow...
Diesel Prices Near 2022 Peak, Close to 2008 High
Real diesel price now within 90 cents of the 2022 peak and $1.65 from the 2008 high (using monthly closing prices) @jkempenergy https://t.co/sCJ6D7sfbJ
Mr. Rogers Calmly Champions Public TV Funding in Congress
Mr. Rogers testified before Congress to protect public television funding, and did it with the same calm presence he showed children.
Food‑at‑home Inflation Set to Jump to 5‑6%
BofA sees Food at Home inflation rising from 2% as of March to 5-6% in the next 6 months https://t.co/sxDL8p533h
Target Sees Rising Foot Traffic Through January
$TGT foot traffic improved in Dec and Jan, and momentum has continued @jeffmacke BofA https://t.co/UiFe0nCm8u
Public Grumpiness Undermines Support for New Energy
One problem, independent of any ethical arguments. This has damaged public support for new forms of energy generation. It has made people collectively grumpy about something they should be individually excited by.
US Warns China Will Lose Access to Iranian Oil
Escalation either way: US Treasury Secretary Bessent says China will no longer be able to get oil from Iran.
Transparent, Phased Recommendations Balance Speed and Risk
I was talking through a project with a colleague this week and something came up that I've been chewing on since. A client is generating significant revenue right now and wants to get a new platform live as quickly as possible...