NBA's Woes Trace to Overpaid Media Rights Deals
On some level I think the NBA’s problems stem from the league getting overpaid for media rights because streamers were desperate for content and agreed to uneconomic deals, which made the owners rich and reduced the financial pressure on them to improve the product.
Daraxonrasib Halves Pancreatic Cancer Mortality, Doubles Survival
Finally, best news of the morning (and something you didn't expect so soon)... Revolution Medicines $RVMD daraxonrasib Ph3 results in second-line pancreatic cancer. Median overall survival in ITT patients (KRAS mutants + wild type combined) Dara 13.2 months vs chemo 6.7...
5 Affordable Passivhaus Retrofit Tips From the Trust
"The Passivhaus Trust's top 5 tips for affordable Passivhaus retrofits" #passivhaus #passivehouse #enerPHit #retrofit https://t.co/YgBB8AhdAT https://t.co/d2y476l7jb
AI Race Becomes Accelerated Global Arms Competition
The AI race is starting to look like a new kind of arms race. Major powers are accelerating the development of AI-driven military systems, raising comparisons to the early days of nuclear competition. The difference is scale and speed. AI could shift...
Algorithm Cuts NFL Streaming Costs by 60%
D.C. Memo: Die-Hard @Eagles Fan in Indiana Created ‘Optimization Algorithm’ to Slash His Annual @NFL Streaming Bill by 60%; HUDDLEMAXX relies on ‘strategic trial stacking’ to time free trials and promotional windows to help NFL fans cut their...
5G Spending Fuels Churn; Relationships, Not Networks, Matter
The telecom industry spent $150 billion on 5G and got rewarded with rising churn. The network is no longer the product. The relationship is. And carriers are failing at it. 🧵📡
Blockades Are the only Way to Stop Autocratic Aggression
The blockade won't break Iran in a few days. But I'll say this. If the West had blockaded Russia in 2022, Putin wouldn't still be killing innocents in Ukraine. This is the only way to deal with thuggish, resource-rich autocracies:...
Wise's Dual-Listing Boosts Value After Flat Share Price
Given that the dual-listing of $WISE may be completed within a month, the blockbuster quarter the company just posted may come in particularly handy. Wise IPO'd at GBP8/share, but shares quickly ran up, and basically, the stock is (almost) flat...
Regulation Cuts Bank Risk Premiums, Raises Unemployment
New @nberpubs: "The Macroeconomic Effects of Bank Regulation: New Evidence from a High-Frequency Approach" https://t.co/g4pjlheA4f "A 10 basis point regulation-induced peak reduction in bank risk premiums is accompanied by a 15 basis point peak increase in the unemployment rate." https://t.co/sclisI5Km5
Parents Underestimate Deadly Risk of Vaccine‑preventable Diseases
https://youtu.be/sLyGdEtRPyQ?si=HhO95z45Mz20D6kp We never imagine that our children could suffer or die from a vaccine-preventable disease.
America's Mobility Costs Rise, Affordable Cars Vanish
The rising cost of mobility is central to the American affordability crisis. The story isn't just about prices at the pump, but also the death of the affordable American car. This is a great essay on what happened to all...
Key Criteria for Legal Blockades: Newport Manual Highlights
As we get ready to talk BLOCKADES this morning, everyone needs to dust off their copy of the Newport Manual on the Law of Naval Warfare. Specifically, Chapter 7.4. 1️⃣Notification 2️⃣Effectiveness 3️⃣Impartiability 4️⃣Humanitarian Requirements 5️⃣Access to Neutral Coast https://t.co/Bsx5bUr8JY
90% of 2025 Tariffs Shift to U.S. Importers
New @nberpubs: "Tariffs in 2025: Short-Run Impacts on the U.S. Economy" https://t.co/Du7yk49H5l "90% of the tariffs are passed through to tariff-inclusive prices paid by U.S. importers" https://t.co/kMhPTPkojL
Allogeneic CAR‑T Achieves 42% MRD Boost, Safe Profile
Allogene $ALLO cema-cel interim ALPHA3 results just reported: B-cell lymphoma MRD negativity: cema-cel 58% vs observation 16% A 42% absolute difference in MRD clearance is better than expected. Clean safety profile, too. Allogeneic CAR-T may have found its role. Nice...
Blockade Pressures Iran; Oil Prices Expected Under $120
I've pushed for a blockade for over a month. Now we have it. It's the best way to dismantle the mullahs and get them to the negotiating table in good faith. Key risk to the US is another spike in...
Record‑high Loans Boost Outlook for Bank Earnings
Looking forward to strong bank eps this week. This will help: Federal Reserve H.8 report show both loans and deposits ended 1Q26 at record highs. In 1Q26 loans jumped 7.5% y/y - its fastest pace in 3 years....
Japan‑1990s and China Today Share Real‑estate Crisis Dynamics
New @nberpubs: "A Tale of Two Countries – The Real Estate Crises in 1990s Japan and Contemporary China" https://t.co/au6sFcLXSp "striking parallels in investment dynamics and consumption responses despite profound institutional differences." https://t.co/yz5TYRePB8
AI Product Imports Surge 73% as Tariffs Stay Low
New @nberpubs: "Trade in AI-Related Products" https://t.co/HKvnAGrO6D "imports of these products have grown by 73 percent since 2023... Trade policy has treated these products lightly with product-level exemptions shielding much of AI-related imports from tariffs." https://t.co/HNy3aXAeMU
Self‑driving Updates Lag: Safety Trumps Speed
I think they will make it happen, but I always assume everything will be a little late when it comes to self-driving software updates. Unlike other kinds of software, if it’s not ready you can’t really release it.
Eliminating Cancer Could Add $197 Trillion to Economy
New @nberpubs: "The Economic Value of Eliminating Cancer" https://t.co/BJtM1578oY "Eliminating cancer mortality generates $197 trillion in economic benefits over 35 years, corresponding to approximately $16,282 per American per year, or $41,684 per American household per year" https://t.co/QQ3KYmQezj
From Basic Autopilot to Full F
For Tesla owners in the Netherlands who got FSD, how did it feel to go from 6 year old basic Autopilot to the latest version of FSD with one software update?
Flavored E‑cig Ban Cuts Vaping Interest, Boosts Smoking Demand
New @nberpubs: "Consumer Tobacco Product Choices in China: The Impact of a Ban on Flavored E-Cigarettes" https://t.co/GeojsfqozA "a ban of flavored e-cigarettes decreases stated preferences for e-cigarettes but also has the unintended consequence to increase stated preferences for cigarettes" 😲
Step-Out Drilling Expands AbraSilver Gold Zone, Boosting Resource Growth
AbraSilver $ABRA.TO expands gold zone at Oculto East, Diablillos Phase VI step-out drilling hits broad intercepts beyond current open-pit limits. Mineralization remains open strong resource growth potential ahead.
Crude Oil Joins 2026 ‘Up‑Too‑Much’ Risk List
Up-Too-Much Risks in 2026 - Crude May Follow Natural Gas, Silver Bitcoin in 2025, followed by silver, gold, copper and natural gas in 2026 -- and most importantly, crude oil -- can fall into an "up-too-much" category by year-end. There are...
Gold Production Rises, Cash Surges, Guidance Stays Steady
Minera Alamos $MAI.V $MAIFF Q1 2026: Produced 8,734 oz gold at Pan mine Sold 9,134 oz Cash up to $46M (from $34M YE2025) ~18k oz cumulative since Oct 2025 acquisition. 2026 guidance unchanged: 32-38k oz.
Energy Markets Stay Calm Amid Third Gulf War Lull
We're in the "no-fighting, no-peace, and no-oil" phase of the Third Gulf War. The energy market remains incredibly sanguine: despite Monday's rally, oil and European natural gas prices are below a week ago.
Copper’s 2026 Rally Threatened by Equity Market Decline
Copper's Big Green Candle Risks Turning Red in 2026 The last three down years for copper (2015, 2018, 2022) coincided with drops in the US stock market, suggesting a dependency on a rising equity tide in 2026. Full report on the...
NVS Sells Darovasertib for $6M in Cash, Stock
Let's remember again that $NVS dumped off darovasertib for $2.5m in cash + $3.5m in $IDYA series B preferred stock.
United's “Cheap” Business Class Lacks Credits and Miles
United's Cheapest Business Fares Even Worse Than First Reported — No Flight Credit, And For Many Travelers No Miles - View from the Wing https://t.co/I2LvM8C8XM
Extreme Fear Fades as Markets Weather Hormuz Tension
Trump ordered a full naval blockade of the Strait of Hormuz overnight. Oil surged 8% above $100. The UK refused to participate. France is forming its own mission to reopen the strait. And Bitcoin dropped... 1%. After 12 straight days...
Spyre's SPY001 Achieves 40% Remission in UC Trial
Spyre $SYRE just reported SPY001 (long-acting alpha4beta7 antibody) ulcerative colitis induction data. Here's the efficacy chart, notable for a 40% clinical remission rate at week 12, albeit with small number of patients. https://t.co/aEoLWPRjEL
V14 Lite Enables International FSD for HW3 Cars
International support was added in 13 and 14. This means version 12, the latest hardware 3 version cant run internationally although it can run in some countries like the US and Mexico Once V14 lite is released this summer, HW3...
AI Agents Shift Focus From Feature Sales to Relationships
AI agents don't kill software. They kill the economics of selling features as standalone subscriptions. This is the vinyl-to-streaming moment. Spotify didn't kill music. It killed selling individual albums. Do you own the relationship, or a format? https://t.co/6OgcfsIlHh
Iran Conflict Triggers Oil Shortage, Reshapes Market Winners
The Iran war has slashed oil exports from the Persian Gulf, creating a global supply shortage that's just starting to hit markets. As prices are driven up and broader economic impacts unfold, winners and losers will begin to emerge. Full Newsletter:...
Massive Infill Drilling Hits 11.5 G/T Gold, PFS 2027
$FVL.TO - ~50,000m infill drilling w/ 6 rigs targeting higher-grade zones - Recent hit: 11.54 g/t Au over 29.5m within 216.4m @ 2.44 g/t Au - >90% recoveries targeted; technical team strengthened - PFS on track for early 2027
LUT014 Shows Promise for RASi‑Induced Skin Rash
*Disclaimer : the company developing LUT014 is a Pontifax portfolio company.* Mechanistically LUT014 should be effective in RASi induced-rash as it was designed to activate RAS signaling in the skin so using it topically could de-couple RAS inhibition in the tumor...
Iran's 13-Day Oil Shutdown Signals Permanent Damage
The sharpest Iran economic analysis out there right now comes from @miadmaleki, Iranian-born former US Treasury official. 13 days. That's when Iran shuts off its own oil wells. Hormuz blockade = nowhere to store oil. Can't restart them easily. Permanent damage. Not a...
High‑dose GLP‑1s Raise Optic Nerve Risk; Titrate Carefully
Patients are not asking if GLP-1s are right for them. They are asking how much you charge for tirzepatide. Shiv K. Goel breaks down what physicians need to know about oral Wegovy. Pharmacovigilance data: Wegovy carries nearly five times higher...
US‑Iran Talks Collapse; Blockade Threatens Trump‑Xi Summit
US-Iran negotiations failed over the weekend. The risk-off moves today though have mostly been mild. US blockade of Iranian ports could disrupt next month's Trump-Xi meeting. Bab-el-Mandeb Strait may also be brought into play. See https://t.co/13UStEpBOS https://t.co/1u6Xn5BKh9
Community Beats BigTech: Nomads Gains Value Post‑AGI
Yep BigTech/BigAI can't touch things likes community or audience (yet) For me personally that's why my site Nomads will become more valuable post-AGI I think
EU Customs Code Draft Sparks Timely ICC Belgium Event
Tomorrow @ICCBelgium is hosting "The Future of EU Customs" event in Brussels. Very timely discussion as we now have the first draft of the final text of the new Customs Code and the first changes will be introduced in less...
Europe's Cheapest Autonomous SUV Hits €40K
The Cheapest "Autonomous" SUV in Europe: Paul's Standard RWD Y was registered on Feb 2 2026 for a price of €40K road tax ~€1K/year #alwaysberiding ⚡️⚡️⚡️ Congrats Elon&team, while the €25K Model 3 might not exist, we're quite close to a 🇪🇺 miracle https://t.co/GX5ddZIMpO
Microsoft Tests Xbox Gamepad Cursor for Handheld Mouse
Microsoft has started testing a new Xbox Gamepad Cursor option that gives you a virtual mouse on handhelds. Full details on how it works and how to get it early, here: https://t.co/Bhe6jCzy0t https://t.co/vinTsloyNT
Laissez-Faire Regulation Inevitably Breeds Self‑regulation Fallout
Given the current era of laziest-faire regulation, just a reminder of the inevitable consequence of self-regulation...
Modular Store Deploys Humanoid Robots for Service
Modular Retail Store Where Humanoid #Robots Serve Coffee, Ice Cream, and Chat with Customers via @ZappyZappy7 #AI #Robotics #Innovation #Technology https://t.co/k1WmDPiodV
Oil Surges 8.2%, Signaling New Quad3 Cycle Highs
Did you buy more Oil and Energy Stocks when they were on sale last week? Oil inflating another +8.2% here with immediate-term upside in our Risk Range™ Signal to new #Quad3 Cycle Highs https://t.co/ye9Xfr03uQ
Regular Sleep Reduces Risk of Major Cardiac Events
Consistent sleep patterns may be essential for cardiovascular health 🫀💤 This new study investigated sleep habits and cardiovascular events in over 3,000 individuals 🔍 Participants were followed for ~10 years or until experienced a MACE (acute myocardial infarction, unstable angina, stroke, heart...
ALLO's Alpha-3 DLBCL Data Set to Spark Pre‑Market Move
Key $ALLO catalyst coming pre market today, with first data from cema-cel's Alpha-3 study in DLBCL consolidation. What to look for: https://t.co/a19BVEppqP
Darovasertib Shows Promise in Optimum-02 Uveal Melanoma Trial
$IDYA darovasertib data from registrational Optimum-02 trial in uveal melanoma are out. What to look for: https://t.co/1LQa0X6xJa
Mission300 Targets 300 Million Africans with Power by 2030
Across #Africa, @WorldBankGroup @AfDB_Group @RockefellerFdn @SEforALLorg @EnergyAlliance are expanding #energyaccess through #Mission300 which aims to connect 300 million people to electricity by 2030. Learn how on April 15 at the #WBGMeetings: https://t.co/BmTbu9w5aN https://t.co/pAdpG7teyN