Gulf Shut‑ins Could Cut 200 M Barrels in First Month
Current Gulf production shut ins alone, if held at current levels through end-March, will result in roughly 200 million barrels of crude *not being produced* over the first ~30 days of the Iran War Not simply displaced supply, but barrels that would have existed that no longer do
FTC Launches Healthcare Task Force to Curb Epic’s Dominance
This administration let Hewlett Packard Enterprise keep Juniper Networks, settled with Ticketmaster, and let Google keep Chrome. But healthcare keeps being the exception. The Federal Trade Commission's new Healthcare Task Force looks like the beginning of a coordinated enforcement apparatus...
Trump’s Self‑negotiation Lost; China Won 2025 Standoff
At the height of the tariff stand-off with China in April 2025, Trump was essentially negotiating with himself - threatening escalation and then pulling back - while China stayed silent. We're at that stage now on Iran. China won the...
XLE Soars 31.8% as Middle East Energy Hits Hard
IEA confirmed it. 40+ Middle East energy assets severely damaged. Not 1. Not 5. Forty. $XLE is the only S&P sector positive since war began. +31.8% YTD. Everyone else is still pretending this is temporary. https://t.co/5G2vuSlSjh
US‑Israeli Strike Closes Hormuz, Triggers Global Gas Crisis
Thanks to the US-Israeli attack on Iran, the Strait of Hormuz is ‘closed’. As a result, countries worldwide are facing a gas supply CLIFF-EDGE. LNG from Qatar is NOWHERE TO BE FOUND. US-ISRAELI WAR ON IRAN = MASSIVE COLLATERAL DAMAGE. https://t.co/qE8zgTwxgC
Strait Closure Triggers Universal Refined‑petroleum Supply Shock
I spoke with @GaryBohm5 'Metals and Miners' about the closure of the Strait: "It will affect everything that's produced by refined petroleum: the chemical and plastics industry, fertilizer. This supply shock will ripple through everything. There's nothing that isn't touched." https://t.co/SPZ9A1UMhy
Sultan Al Jaber’s CERAWeek Speech Highlights Energy Transition
Worth to read the speech that Sultan al Jaber, the CEO of UAE-state owned oil giant ADNOC, just delivered at CERAWeek (by video conference for obvious reasons). https://t.co/ATookvzJEA
Cencora Expands Monopoly with $1.1B Retina Acquisition
Another day, another acquisition by drug wholesaler monopolist Cencora. This one is EyeSouth Partners's retina business for $1.1 billion. https://t.co/F6Cj1hXCzy
Partial Passivhaus Is a Costly False Economy
'Nearly Passivhaus' is a false economy: Applying some but not all the principles of Passivhaus carries the risk of poor outcomes and significant costs - from the UK Passivhaus Trust Or as Bronwyn B called it "half-ass-ive" 😅 #passivhaus #passivehouse https://t.co/KbIXzNJUOM https://t.co/3q5Q0LV9RB
Iran War Hits Potential Inflection Point, Analyst Says
Top market watcher on why this may be a real inflection point in the Iran war https://t.co/mltKPnPYb8 thanks from @AcadSecurities @MorganLBrennan for having us on! The segment, despite being before the 5 day pause post, hasn't aged too badly :)
Earn Points on Purchases to Boost Profitability by 1%
“If a #smallbiz spends 30% to 50% of sales on purchases, and 1/2 those purchases can earn you points, and, on average, you earn 2% value on those points, you'll increase your businesses profitability by one percentage point.” ¬Credit Card...
NASA to Reveal Artemis Plans, Spotlight Former Gateway Manager
NASA will share a ton of Artemis planning information tomorrow at HQ. I’ve highlighted Garcia-Galan because he was deputy program manager for Gateway prior to this. https://t.co/HlCvRYr1N6
Winning Consideration Before Search via Streaming Ads
Are you optimizing for the moment after the buying decision has already been made? Because, the brands I'm watching right now are winning consideration before anyone opens a search tab. This is the shift: shopping doesn't start at Google anymore....
Reagan Announces “Star Wars” Defense Initiative, 1983
#ThisDayInTechHistory. March 23, 1983. President Ronald Reagan delivered his famous "Star Wars" speech, officially the Strategic Defense Initiative or SDI. #JVGpost https://t.co/Q1TbucLMjG
AI Blurs VC and PE Lines in Construction Deals
AI: Where VC converges with PE! Historically, outstanding venture capitalists invested in high-growth software. Top-quality private equity firms acquired companies. And the two strategies were distinct. Those two paths may be converging. @generalcatalyst just invested $13.8M to back KP Reddy to launch @ZeroRFI_...
Data‑Driven Forecast Beats Industry Skepticism
Remember when music infustry commentators were mocking my suggestion that the Johnny Blue Skies album could sell 100,000 physical copies? First week it sold 59k. It went to #3. I based my estimate on his recent ticket sales,...
Chuck Todd Teams with JA Adande for Sports History Podcast
Chuck Todd is expanding from politics to sports, pairing up with former ESPN journalist JA Adande to launch 'Dynastic,' a podcast that examines the history of sports franchises and teams.... https://t.co/TgavW4R4Sx via @variety
Spotting Real Doctors vs TV Doctor on CBS Mornings
Another highlight of being on @CBSMornings today was meeting The Pitt star Patrick Ball (who was on the show after me), along with Jon LaPook. Shouldn't be too hard to pick out the real doctors in this picture, vs. the...
AI Reliance Undermines Clinician Skill and Accuracy
One of the biggest fears about healthcare's AI revolution is that AI can erode physicians’ expertise and their performance may drop when AI is removed. A new scoping review provides examples for that. In colonoscopy, the adenoma detection rate dropped significantly...
Trump Muses Joint Control of Hormuz with Iran
Reporter: “what about the Strait of Hormuz, who is going to be in control of that?” Trump: “uhhh, be jointly controlled …” Reporter: “by who?” Trump: “maybe me … me and the Ayatollah” https://t.co/hcwRS5PbZf
AI Transforming Healthcare: Insights From CBS Mornings Interview
A thrill to be on @CBSMornings today talking AI and Healthcare (and about my book, "A Giant Leap") with @nateburleson & @DrLaPook. Interview is here: https://t.co/YJygJk0qh8
Democratic Senators Push FCC Review of Paramount‑Warner Deal
Democratic Senators Demand FCC Conduct Foreign Investment Review of Paramount-Warner Bros. Deal Over Backing by Middle Eastern Funds, China’s Tencent https://t.co/hEDGRnqwMl via @variety
Perfion PIM Simplifies Omnichannel SKU Consistency
Keeping SKUs consistent across every channel is a nightmare without the right tools. Perfion PIM is your shortcut to omnichannel sanity. 🌐 #PIM #Perfion #Distribution https://t.co/oFeCZLlvM4
Clean Energy Now Powers 90% of New US Capacity
90% of everything added to the US grid last year was clean energy. Most Americans don't know this. We're not "alternative energy" anymore. We're dominant energy. That's what @EnergyEmpirePod is here for 🗽🔌 https://t.co/v16d3ugteT
Healthcare Still Not a Market, Tech to Deflate Costs
Is healthcare actually a market? According to Chris Klomp, RFK's No. 2 at HHS, the answer is: Not yet. I sat down with Chris and Jon Gordon to discuss how we turn technology into a "deflationary force" instead of a cost-adder. The...
Physical Oil Scarcity Outpaces Futures Pricing, Says Chevron CEO
Chevron CEO Mike Wirth says the physical oil market is tighter than the financial oil market is reflecting, particularly for refined products. The scarcity, particularly in Asia, is “not fully priced in the oil futures curve,” he says. #CERAWeek
Springsteen Backs ACLU as Supreme Court Threatens Birthright Citizenship
Just in: Bruce Springsteen authorizes ACLU to use 'Born in the USA' in a new ad campaign that debuts as the organization figures in a Supreme Court case that could deny birthright citizenship to children born in the United States...
US New Home Sales Plunge 17.6% to Pandemic Lows
From December to January, US new home sales DROPPED by a STUNNING 17.6%. Sales were at their lowest level since the COVID-19 pandemic. AMERICAN HOUSING MARKET = IN THE TANK. https://t.co/AMSqv9ZMsT
U.S. Oil Production Likely Plateaued, Growth Hinges on Prices
Chevron CEO Mike Wirth says that U.S. oil production probably reached a “plateau” over the last 6 months or so — too early to say whether growth would re-start as it would depend whether current prices stay or not.
FDA Review and Study Data Lift Insmed Stock
FDA seeks feedback on voucher program; Study data lift ‘overhang’ on Insmed shares https://t.co/BCRJAUwGIJ $INSM + 7% $SRPT $SNY $GSK #biotech
Bank Cards Risk Becoming Relics as Digital Wallets
Why bank cards may be heading the way of the cheque book https://t.co/zaDaxd3u0O "digital wallets matter more for future growth" That's what I would have said had anyone asked me, which they didn't. https://t.co/gDOCm9u8sO
Reciprocal Defense Procurement Could Deepen US‑India Partnership
Good read from my @CarnegieIndia teammate @KonarkBhandari on "What Could a Reciprocal Defense Procurement Agreement Do for U.S.-India Ties?" https://t.co/BrZDRydmDm
WTI‑Brent Spread Reveals Iran Market Tension
one of the more useful ways to track market tension in Iran is the spread between WTI and Brent crude (nearest contract). Here a 1 yr chart, lower pane shows the spread. src: BBG https://t.co/o0tLpkaSdP
Women’s Health Holds $600B+ Opportunity by 2030
The data is finally catching up: $600B+ opportunity by 2030. Women’s health remains one of the most asymmetric opportunities in healthcare—where the next generation of category-defining companies like @mavenclinic will be built. https://t.co/K9nUGweSDK
Hormuz Oil Flow Stalled, Supply Strain Persists
This is correct So much of the world now can increasingly just be driven by overconfidently posting through it—but not oil, not for long Hormuz flow still hasn't resumed and every day we're shedding more oil from the system That'll catch up—can't jawbone...
Real‑time SAP Business One Eliminates Xero/Zoho Delays
Stop the Xero/Zoho trap. Minutes matter in distribution. 🕒 SAP Business One gives real-time shop floor to back-office visibility. ⚡ Interested? Let's chat. Connect and let's talk how I can help you solve your problems. #Xero #Zoho #SAPBusinessOne $SAP #SupplyChain https://t.co/AbeWViEFr2
U.S. and NATO Troops Exit Baghdad, Signaling Ongoing Instability
NATO & US troops from Victoria Base in Baghdad have TAKEN THE EXIT DOOR. After the US regime change that took out Saddam Hussein 23 years ago, NATO & the US have determined Iraq is STILL TOO DANGEROUS A PLACE TO...
Telecom Networks Transform Into Real‑time Adaptive Intelligence
As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence ⬇️ Read: ➡️ https://t.co/uwh6kF4fVy #AI...
Mir Ends 15-Year Orbit, Burns up on Reentry
#ThisDayInTechHistory. March 23, 2001. The Mir Russian Space station reenters Earth's atmosphere and breaks up after 15 years in space. (First Post) #Space #Exploration #JVGpost https://t.co/qAgsA3nlep
Trump Claims 15 Agreement Points with Iran
Trump just said there are 15 points of agreement between Iran and the U.S. in their negotiations.
Infrastructure Flaws Outpace Code Bugs in Hacks
I just shipped /cso v2 based on feedback I got on X from 24 hours ago when I dropped /cso v1 in GStack It's true - you're much more likely to get hacked via infra attack surface than code bugs (remember hire...
US SPR Release Targets Up to 3 Million Barrels Daily
US Energy Secretary Chris Wright says the US flow rate from the SPR exchange would amount to be 1.0-1.5m b/d and says the total IEA release would come close to 3m b/d. (Those are the first flow rates estimates publicly discussed...
OpenAI's 17.5% Guaranteed Return Claim Seems Dubious
I have trouble believing that OpenAI is offering PE firms a "guaranteed minimum return of 17.5%" on preferred shares. This is the rate offered by highly distressed firms or those in contentious bankruptcies - not a firm operating as a going...
Pfizer's Lyme Vaccine Data Remains Ambiguous, FDA Review Looms
As someone who lived in Vermont and still spends the summer there, it's disappointing to see the ambiguity in Pfizer's data on a new Lyme disease vaccine. It's a serious threat. Now we can move on to speculating on the...
Leadership Lessons at Sea: A Refreshing Ship Captain’s Tale
Everyone’s talking about shipping but most of the books about commercial ships are dry as dust. Once upon a time I read one that wasn’t. No acronyms. No jargon. Just stories about leadership moments at sea by @GoldenStripesLS, a ship captain...
Airlines Can Own Cabin Connectivity with Quvia's Grid & Sync
Airlines have an opportunity to rethink who controls the cabin connectivity layer, putting themselves in the driver’s seat. We sit down with Quvia to learn how it's 'Grid' and 'Sync' solutions can help airlines follow the cruise industry and take...
SONAR's Real‑transaction Data Beats Ghost‑load DAT Signals
Ken Idunno Adamo was the cheerleader of team weather in February. He couldn't see that the freight market was cooking because of the sub-prime nature of DAT's data. I don't blame Ken for not taking the $5k bet, knowing that...
Major Plastics Feedstock Producer Faces Imminent Shutdown
Look past the jargon and you have a major producer of a building block for plastics preparing to shutdown production soon. It's like financial contagion but its syringes and straws instead of structured derivatives https://t.co/TLVrzqtUVi
Unblocking Hormuz Strait May Avert Global Depression
🤙🏻 Call me, beep me, if you want to unblock the Strait of Hormuz and unwind the largest energy supply shock in history to avoid a global depression.
Nearly Half of US Shoppers Use
"Nearly half of US consumers (47%) now use AI to browse products online, driving AI-driven traffic to retail sites to surge over 4,700% in 2025." - @itssophievo in @twifintech https://t.co/aeRubKfNOc