LaGuardia Crash Signals Overstretched Aviation System Limits
A deadly runway collision at LaGuardia is more than an accident—it’s a warning about the limits of an overstretched aviation system. https://open.substack.com/pub/milesobrien/p/the-warning-we-cant-and-yet-do-ignore?r=1lalbc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
TEGNA Delisted: No Stock, No Market Insight
TEGNA no longer exists as a stock trading on Wall Street … how do you expect to unscramble the egg? https://t.co/8ZraFbK3Sd
PPP Model Grants Central Assistance, Private Operators Run Fleet
Operational Model: The scheme works on a Public-Private Partnership (PPP) model. The government provides "Central Assistance" per kilometer for 10 years, while private operators manage the fleet.
US‑Japan Partnership Advances Secure Next‑gen Network Rollout
Honored to host Japan’s Vice Minister for Internal Affairs and Communications, Dr. Imagawa Takuo, at the FCC. Enjoyed collaborating on the work our countries are doing to promote the build out of secure, next-gen networks. https://t.co/Scbq2TNAm3
Blue Origin Proposes 51,600 AI-Powered Orbital Data Centers
Blue Origin files paperwork to put 51,600 AI data center satellites in orbit: Project Sunrise: a proposed “mega-constellation” of solar-powered satellites that would perform AI compute directly in orbit https://t.co/kk1MXTDoaM #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
AI Pervades Every Industry, From Truckers to Chatbots
I’ve seen guys on here get mad at that AI trucker for texting while driving 🤣 Every industry has their own AI girl https://t.co/cZMJMwqoRJ
Averitt Reports Rising LTL Activity
Averitt, a regional LTL provider, is seeing an up-tick in LTL activity. - Transport Topics https://t.co/VUzWyUSgRw
Oil Prices Shift on Brief Comments, Says Wald
Watch Oil Moving on ‘A Couple Words and a Tweet,’ Atlantic Council’s Wald Says - Bloomberg @ACGlobalEnergy #oott https://t.co/YElH8A8ORG
FDA OKs Fecal Transplants, Yet Access Declines
Paradox: The FDA approved some fecal transplants for C. difficile. But accessing treatment got harder. https://t.co/AFFyCGPeKW
Phase 3 Lyme Vaccine Shows Mixed Preliminary Results
The news is mixed in the preliminary results from a Phase 3 trial of a needed #Lyme disease vaccine, @matthewherper reports. https://t.co/bcbfeXchk1
Veteran VOA Journalists Sue Over Kari Lake Propaganda
NEW: A fresh lawsuit from veteran Voice of America journalists alleges @KariLake put propaganda on the network's broadcasts. My story for NPR: https://t.co/pFLl4Uu0oQ
SONAR Subscription Eliminates Guesswork on Rally Resilience
Adamo needs a SONAR subscription to augment his DAT one. He wouldn't have had to guess on the resilience of the rally.
Lyme Vaccine Hits 70% Efficacy, Misses Confidence Threshold
The $PFE/ $VALN Lyme vaccine was a product for which there was a lot of hope. Results today show OK efficacy. Vaccine efficacy landed at 70%; investors hoped for 80% but thought as low as 60% would be relevant. But the...
SCOTUS to Hear Watson V. RNC Case, Follow Democracy Docket
SCOTUS will hear oral argument in Watson v RNC at 10am. Democracy Docket will be your best source for full coverage. https://www.democracydocket.com
Brent at $100 Relieves Political Fear of High Oil
Brent is down to $100. The latest de-escalation signal is worth about as much as the escalation signal Saturday night, but - underneath all that - it's clear that high oil prices scare this administration as much as they scared...
Healthcare Drives Job Growth, Outpacing National Gains
"Over the past year, the U.S. has added 156,000 jobs—but healthcare alone was responsible for 375,000 new jobs." https://t.co/85IevT4vGd
Generative AI Redefines Banking with Anticipatory Customer Service
In banking, generative AI can create smarter customer experiences, reduce friction, and enable services that anticipate needs before the customer even asks. Branch Tomorrow is out now: https://t.co/7yibAIVrHK https://t.co/oPnuFIaxtu
US Oil Use Hits Record Low Amid Global Supply Shock
its the "biggest ever shock to global oil supply", as people keep pointing out, but the US economy is also less oil-intensive than it has ever been.. https://t.co/zk9SxpcEA5
AI‑spam Sites Surge, Then Crash Under Google Penalties
Yet another example of "Mt. AI". Site surged like mad, only to crash once Google's webspam team caught on. All AI-generated content. 1.6M urls of it... Now, the dreaded '10 urls site query' indicating a manual action. 100% probability of...
Watch Miners Rise as Metal Prices Bottom
A Classic End to A major Gold and Silver Correction like we're seeing occurs when Metal Prices Fall but Miners Hold steady then Begin to rise, giving the all-clear signal- that's what investors should be watching this week. $GLD $SLV...
Child's C. Diff Cure Required a Grueling Fecal Transplant Journey
Her son needed a fecal transplant for a fearsome C. diff infection. Getting one required a tortuous journey https://t.co/Ln54u1iTPV via @statnews
Oil Prices Near Peak Due to Hormuz Risk Premium
In this podcast conversation with @paulkrugman from last week, we debate my view that oil prices are near their peak because large risk premia are priced into oil that embed substantially reduced tanker traffic through the Strait of Hormuz. Watch...
US Tariffs Waste Billions on Steel, Aluminum, Copper
A back of napkin estimate (based on DOD spending on metals and the current price differential bt US and world market prices) indicates that the federal government wastes BILLIONS each year due to US steel, aluminum, & copper tariffs alone:...
Ontario, CA Hits Extreme Tightening as Freight Booms
Ontario, California flipped to "Extreme Tightening" for capacity over the weekend, as the freight economy starts to heat up and Spring shipping starts to cook. Ontario is heart of the Inland Empire, the ocean of warehouses and distribution centers near...
CtDNA Drives Next‑stage Risk Stratification in TNBC
From Prognosis to Action: Circulating Tumor DNA and the Next Phase of Risk Stratification in Triple-Negative Breast Cancer [Mar 18, 2026] Schneider & @StoverLab @JCO_ASCO https://t.co/6jPBxQe9QP #bcsm #PrecisionMedicine #LiquidBiopsy https://t.co/MOG73iTcNl
Both Administrations Fear High Oil, Keep Prices Low
One thing the Trump and Biden administrations share is a fear of high oil prices. That means we can't get $150 or $200, as evidenced by Trump's latest about-turn today. Important to look through the alarmist hype and remember the...
New Guidelines Add Testing, Therapy for ESR1‑mutated Metastatic Breast Cancer
Guideline Update Provides New Testing & Tx Recx for Pts w/ ER-Positive, HER2-Negative Met Breast Cancer w/ ESR1 Mutations [May 17-18, 2023] @ASCO Daily News - https://t.co/3ZVrEkQEN5 @DrHBurstein et al. @JCO_ASCO https://t.co/68e7D0CSgU #bcsm #PrecisionMedicine #LiquidBiopsy https://t.co/KBx2hq2BDW
Low‑
Lenalidomide + high-dose dexamethasone (RD) vs lenalidomide + low-dose dexamethasone (Rd) as initial therapy for newly diagnosed multiple myeloma: an open-label RCT [10/22/2009] @VincentRK et al. @TheLancetOncol https://t.co/hXxlFINejC #NCT00098475 #EAonc E4A03 #mmsm #caxtx #ctsm https://t.co/3Pa2TRMntk
Crude Oil Forms Massive Bearish Reversal at Range Top
Crude Oil creating one of the largest monthly bearish reversal patterns in its history, as it tests the top of its trading range? $USO $SPY $TLT https://t.co/GivNir6qgu
Personalized Therapy Improves Outcomes in Residual TNBC
BRE12-158: A Postneoadjuvant, Randomized Phase II Trial of Personalized Therapy Versus Treatment of Physician's Choice for Patients With Residual Triple-Negative Breast Cancer [Dec 15, 2021] Schneider et al. Radovich @JCO_ASCO https://t.co/oJm6BJrMtA #bcsm #PrecisionMedicine
Treasury Auction Calendar Reveals Hidden Liquidity Map
This is a US Treasury auction schedule and it’s actually a liquidity map in disguise. Here’s the simple breakdown:
Billions for Roads, Not Saving Children From Violence
Are you kidding me? You think I forgot about the kids brutality killed? You think I don’t remember that Congress used this CDC stat to hand @PeteButtigieg $2 TRILLION to “fix” our roads? Where did that lifesaving money go Luca? https://t.co/Fd5hnbkvGq
Middle East Conflict Drives Global LNG Exports to Six‑month Low
Global LNG exports drop to the lowest level in six months due to Middle East conflict ⚠️ 🚢 This basically erases supply additions from the US and elsewhere during that period The drop is primarily from Qatar — and to a...
Genetic Links to Aromatase Inhibitor Musculoskeletal Side Effects
Genome-Wide Associations [GWAS] and Functional Genomic Studies of Musculoskeletal Adverse Events in Women Receiving Aromatase Inhibitors [Sep 20, 2010] Ingle et al. @DrWeinshilboum @JCO_ASCO https://t.co/1NJcXkWy8c #bcsm #Supponc
Circulating DNA/Cells Predict Recurrence Post‑Chemo in TNBC
Assoc of Circulating Tumor DNA & Circulating Tumor Cells After Neoadjuvant Chemotherapy w/ Disease Recurrence in Pts w/ Triple-Negative Breast Cancer: BRE12-158 RCT [Jul 9, 2020] Radovich et al. @JAMAOnc https://t.co/XxH9kTT9d5 #bcsm #cactc #NCT02101385 https://t.co/kgV0yM2I1f
European Gas Dips 9% After Trump Pauses Iran Strikes
European natural gas prices drop as much as 9% after Trump said he instructed US forces to postpone all strikes against Iranian infrastructure for 5 days 🇪🇺 ⚠️ Prices still well above pre-war levels And there’s been no direct/indirect contact...
US AI Rules Put Testing Responsibility on Banks
US AI framework shifts testing burden onto banks “Rather than prescribing detailed rules, the framework signals a model where responsibility for ensuring AI systems are safe, reliable and compliant shifts more directly onto organisations deploying them, with testing, validation and...
Google Ads Tests Animated Clips in Performance Max
Focus on Google Ads? -> Animated Clips Now Appearing in Performance Max Asset Creation "Google Ads is testing a new feature that lets advertisers turn uploaded images into animated clips within Performance Max campaigns using Veo 3." https://t.co/Im0TnVVNWY https://t.co/fXGyBF9eUi
Oil Prices Have Peaked, Shock Explained
People had lots of questions about the oil shock after this weekend's podcast with @paulkrugman, including on all the different types of oil and which one is most important. I've been pounding the table that oil prices have peaked, so...
YouTube Tests Highlight Previews to Cut Thumbnail Spam
To overcome thumbnail spamming and exaggerated BS? "The system will essentially choose a highlights package to show to potential viewers" -> YouTube tests video highlights preview feature "After clicking the entry card on your homepage, you’ll see 5-10 previews featuring...
USS John F. Kennedy Construction Drags on 17 Years
“Can take twice as long” Are you kidding me?? We have been building the aircraft carrier USS John F Kennedy for SEVENTEEN YEARS and it’s still not completed.
Pfizer's Lyme Phase 3 Cut by One‑Third Over Contractor Issues
Pfizer's phase 3 for its Lyme trial was supposed to be 18k patients -- but issues with a contractor at the start of the trial cut the size by a third, and @ky_lahucik + I reported a long time ago...
Iran's Hormuz Control Gives It Strategic Leverage
As long as Iran still controls the strait of Hormuz, we’re gonna have issues. That’s really the bottom line here. By realizing it can control the strait (at least so far) Iran has gained strategic leverage relative to the outset...
Media and Telecom Policy Roundup Highlights Major Moves
Policyband Headlines: ■ Circle City CEO Interested in Buying @NXSTMediaGroup 's NBC Station in Indy ■ Nexstar Ended DEI Programs Ahead of @TEGNA Approval ■ Alaska’s BEAD Plan Has Some Eye-Popping Per-Location Costs: $50,000? ■ @POTUS Trump EO Asks Carr, @howardlutnick to Protect Army-Navy...
Qatar Outage Boosts Russia's LNG Sales to Vietnam
The outage at the world’s biggest LNG export plant in Qatar is apparently benefiting Russia 🇷🇺 ⚠️ Russia’s largest LNG producer Novatek has signed a preliminary deal to supply Vietnam, Tass reported citing CEO Mikhelson (Vietnam is struggling to buy LNG...
Spot Rates Rising, Poised to Lift Contract Rates
Trucking spot rates on the move; contract rates stable for now. Spot rates are going to pull up contract rates. https://t.co/ZwPKv4PP3D
Markets Underestimate Full‑scale US‑Iran Energy Conflict
Trump just gave Iran 24 hours. Reopen Hormuz. Or face strikes on power facilities. Iran's response: We'll hit every US energy and desalination plant in the Gulf. $SPY is not pricing a full energy war. It should be. https://t.co/wOxm8bXbEC
OpenAI to Introduce Ads for All ChatGPT Users
Like I shared the other day, OpenAI now confirms they will roll out ads to ALL users in the coming weeks (for free and Go plans): "OpenAI will begin showing ads to all users of the free and Go versions of...
US Strikes Cripple Iran; Strait Safe, Democrats Skeptical
We’ve cleaned out Iran’s nukes and drone factories, and gutted their navy. If the Strait reopens without a single U.S. naval casualty… will every Dem here finally admit @PeteHegseth is doing a good job… or just gaslight us again? https://t.co/8Fpfnm7TNh
P7C3 Boosts NAD Enzyme, Improves Mouse Alzheimer Model
P7C3 is an activator of an enzyme that makes NAD called NAMPT. Cool that it’s working in a 🐁 model of AD 👏