Taipei Masterclass Empowers Next‑Gen Risk Takers
Taipei Taiwan was a wonderful @PARIMAorg Masterclass event once again last week. Tremendous deep dive sessions by Aon, Marsh, WTW and Zurich followed by another tremendous Next Gen Risk Takers play off where I was delighted to mentor one of the participants once again. Congratulations Danny Lin and Perlita Wee on a successful day for all involved 👏👏👏
San Jose Cuts Fees, Mandates to Revive Development
He slashed fees and unfunded mandates in San Jose, two policy changes that were controversial among the left locally but that reflected common sense, evidence-based reforms to get the city building again. Is that an acceptable answer?
Invest in Renewables to Permanently Curb Fossil Dependence
Two fun facts When we invest heavily and consistently in electrification and renewables, successes like the solar rebate and the battery program permanently bend the curve away from fossil dependence Sadly, right now, we're instead defending and subsidising fossil use @simonahac
Beyond Zoning: Cost, Materials, Tastes Drive City Designs
I think regulatory explanations are slightly overstated here. Of course, zoning/building codes contribute to design. But it's also cost and availability of materials, consumer tastes, etc, as has always explained why cities build the same typologies at the same time.
Optimas S19 Revolutionizes Poland’s Large-Scale Paving
Optimas S19 Paving Machine Transforms Large-Scale Construction in Poland by @gzwkdp #Engineering #EmergingTech #Innovation #Technology https://t.co/aQs0dzJF5b
Middle East War Slashes Asian LNG Deliveries to 2020 Lows
The war in the Middle East is choking LNG supply to Asia 🚢⚠️ Deliveries to Asia fell the the lowest level since 2020, when the Covid pandemic crashed demand Not a single LNG shipment has gone through Hormuz since the war began...
Solo Lawyers Must Save Early to Build Wealth
Solo lawyers often earn well—but don’t build wealth. Why? No one taught them how. They went to law school not business school. Income goes back into the practice… but a practice is not a financial plan. Start small. Save 5–10%. Build structure early. The...
Distance Doesn't Shield Malaysia From Global Input Costs
The Strait of Hormuz is 6,000km from Kuala Lumpur. Your input costs don’t care. Email from The Economist shocked me.
NASA Jobs Shrink—Prepare and Advocate for Funding
So many of you want to work at NASA and I love that. 🚀 But real talk: budget cuts are shrinking those opportunities. The mission pipeline depends on funding. My advicee is to prepare hard AND call your representatives. I...
Housing Scarcity Drove Rate Hikes in Early 2021
Dallas and the country, from 2020 to early 2022, didn't have enough housing listings, too many people chasing too few homes. Hence, the entire team higher rates concept in February of 2021 https://t.co/KU1fXBbATF
Trump Orders Full Blockade of Iranian Ports, Effective April 13
Blockade 1⃣Strait of Hormuz Week 6 Recap 2⃣President Trump Orders a Total Blockade 3⃣CENTCOM to Initiate a Blockade or Iranian ports at 10 AM on April 13 (US Eastern Time) https://t.co/y9KYk0W1G4
Assessing the Viability of Trump's Hormuz Blockade
Will Trump’s Naval Blockade of the Strait of Hormuz Work? | John Mearshe... https://t.co/ek4n8ym3hT via @YouTube
Oil Spikes 8% After Trump Blocks Iranian Ports
Oil prices have surged roughly 8% following news of President Trump's announced blockade of Iranian ports. Brent crude is currently trading around $102 per barrel. Was above $104 earlier.
4-3-2-1 Strategy: Upgrade From Fourplex to House
Even better do the 4-3-2-1 strategy Four plex to Tri plex to duplex to house
Historical Oil Spikes Rarely Sustain Long‑term Gains
Hey Claude: What's the historical market track record when oil rises 50% in a month? Then falls 20% a week later Then rises 10% a week later Then falls 10% a week later Then rises 15% a week later No mistakes please
Trump Orders Navy Blockade of Hormuz, Deploys Third Carrier
Carrier Tracker As of April 12, 2026 Trump orders U.S. Navy to blockade Strait of Hormuz as a third carrier strike group steams towards the CENTCOM area of responsibility. https://t.co/EcTyx8nzXw
Iran War's Energy Fallout Explained in Six Minutes
Fantastic insights into the energy impacts of the Iran war from @ColumbiaUEnergy’s @ProfessorKaren on @FareedZakaria this morning. Well worth 6 mins of your time to watch her. I’m very lucky to call her a colleague. She is the best. 👇👏
US‑Iran Talks Undermined by Israel’s Independent Aggression
My take on why US negotiations with Iran @ResourceTalks: "We're going to this so-called meeting over the weekend, and no matter what is agreed to, Israel is going to do what it wants anyway. They broke the ceasefire in Gaza and...
Electrification Alone Won’t Protect Firms From Gas Price Spikes
Electrification alone may not shield firms from gas-linked prices #energysky -- via pv magazine global: https://t.co/vI8TD34kUI
Pets May Shield Against Cognitive Decline, Review Finds
The protective role of companion animal ownership in cognitive aging: current status of the literature https://t.co/TKXjlA0FTR https://t.co/kmWE6BHeQm
Japan’s Pre‑deal Hype Misleads; Fundamentals
I'm always interested in these pre event M&A trades in Japan where some legit media outlet publishes about M&A... and then months pass with silence and the speculators are forced to unwind... in Japan sometimes the passage of time does...
Mark Levin Hails Iran War as Spectacularly Well
Mark Levin: The Iran War is going "spectacularly well." "I want to congratulate [President Trump], I want to congratulate his cabinet, I want to congratulate the military—you're doing a fantastic job." https://t.co/DGjArTkSFp
Streaming Bonuses Apply to Just 4.4% of Shows
Three years ago, Hollywood labor unions pushed for members to get streaming bonuses for hit shows. Last year, only 4.4% of programs would have qualified. Most of them were on Netflix. https://t.co/yCM7k2EnGb https://t.co/thdvInkmYh
US Navy to Block Iranian Port Shipping After Failed Talks
US Military To Block Ships From Iranian Ports After Talks Yield No Agreement. Was it naive to think a deal would be reached in one negotiation meeting? https://t.co/5WmWdmbEpQ
FMCSA Funding Halved as Carrier Numbers Surge 60%
The FMCSA is criminally underfunded. Funding to investigate carriers has dropped 40% over the past 15 years, yet the number of motor carriers is up 60%. The ATA sold the public on a truck driver shortage that never existed, while their...
Canada Cuts Defense Payments to U.S., Highlighting Trump’s Antagonism
Canada announces it will stop sending 70% of its defense spending to the U.S. The reaction says it all. TRUMP = MASTERCLASS IN HOW TO MAKE ENEMIES. https://t.co/aIc08bMuiQ
First PC Upgrade Since 2018: Custom Build Wins
my first PC upgrade since 2018! got a good deal for a 5080-powered custom build from @PowerGPU. using the Kojima keyboard by @higround and the Razer Wolverine V3 Pro controller which is the best pro pad i’ve used so far...
Japan Welcomes NATO Delegation Amid US Reliability Concerns
(SCMP) - Japan and Nato are drawing closer together, with 30 representatives from the transatlantic security alliance’s member states set to visit Tokyo this month amid mounting concern over Washington’s reliability as a security partner. @SCMPNews https://t.co/RMvRvxOUJU https://t.co/lxsEqAppGe
Second Inflation Wave Revives Commodity Prices
My latest monthly client memo: The Second Wave of Inflation and the Commodity Comeback https://t.co/4L7dEvdDn4 https://t.co/eRCYHTHapt
Chameleon Carrier Fraud: Trucking’s Biggest Unseen Threat
I strongly recommend turning into 60 minutes or watching on-demand. Rob Carpenter puts on a masterclass on the Chamelon carrier fraud problem. I’d like to suggest that is the only major issue trucking has, but it’s just scratching the surface.
Supply Surges when Confidence Peaks, Not Real Demand
Supply enters when the market feels safest. That’s exactly when risk is highest. Most people think: Builders launch when demand is strong Reality? Builders launch when confidence is highest Not when demand is real. Let’s break this down 👇 Phase 1–3: Real demand leads the market At...
From Ashram to Hippy Farm: Free Chapter 12
Chapter 12 of my memoir, 'From There to Here: A Story of Survival' is up! Remember that it is *completely* free. Subscribe (again, it's completely free) here: https://thestoryofanneslife.substack.com/ About my memoir: https://thestoryofanneslife.substack.com/about Direct link to chapter 12 (but of course read chapters...
Hormuz Blockade Fuels Energy Surge Ahead of Fed Data
Middle East tensions are pushing energy prices higher as the Strait of Hormuz blockade hits markets. All eyes on inflation data and Fed speakers this week. 🟢 Open https://t.co/cLaM5AJanN
Fast-Track Your First 1500 Flight Hours
If you haven't had an opportunity to listen to the "Stories about Flying" podcast, why not begin with this episode. We investigate a few interesting ways for new pilots to reach that all important 1500 hour mark in their career....
Screen‑traded Crude No Longer Reliable Price Gauge
Tough news flow to start the overnight session, but I don’t think screen-traded crude is a useful indicator right now. Pretty much all asset classes have internalized the fact that a barrel delivered in a barrel in futures pricing are...
Anticipating History's Most Powerful V3 Raptor Static Fire
Let's go! 🔥 Can't wait to see this magic for the first time. Presumably will be the most powerful static fire in history using V3 Raptors. No big deal.... right?
Long‑duration Storage Key to Australia’s Decarbonisation
Powering Australia’s next phase of decarbonisation: Why long-duration storage must lead #energysky -- via Energy Storage News: https://t.co/iarNa9N4IO
Stochastic Bullish Crossover Signals Crude Spike, SPX at Risk
#Oil: A bullish Stochastic crossover is forming, typically preceding multi-day spikes in #CL_F. The recovery of the 20DMA is concerning for #SPX bulls. The key weekly level is $101.4; if lost, the SPX could spike again. Otherwise, expect pressure on...
India’s Solar Capacity Hits 150 GW, Installations Surge 87%
India has now passed 150GWs of solar, with annual installations increasing a whopping 87% this year.
Twitter's Stricter Algorithm Improves Feed Despite Lower Reach
Is X dying? My feed is dramatically better than it was months ago. And my lists are busier. I went to threads and it just isn’t as good. And I can’t make this on threads: https://t.co/8L5xphk0qQ So I am not leaving. And yes reach is...
US Hormuz Blockade Sparks Surge in Oil, Gas Prices
US military says it’ll begin a Hormuz blockade at 10am ET Monday. Oil prices +8%, NatGas +13% early Monday in Asia. Also, vessel traffic through the Strait of Hormuz shows the “highest” volumes since the war began (“highest” is of course...
Pentagon-Adjacent Pizzato Pizza Operating at 145% Capacity
🍕 Pizzato Pizza 2.2 mi from the Pentagon is at 145% capacity – Live pizza intel from https://t.co/Z23YL4qfIT $PPW
Asia-Pacific Oil Prices Break $100 Barrier Again
As expected, oil prices are surging higher in Asia-Pacific trading, with both Brent and WTI quoted above $100 a barrel again. #markets #economy #oil #energy
Fewer Releases, Shorter Windows Keep
Glad to see @PDergarabedian pushing back a bit on the relentless negativity of some writers. 20% fewer releases by Majors and the extreme overly shortened window - now being eased by U - are the only clear reason why the...
Osaka Titanium Slashes Sales Forecast Amid Weak Demand
Osaka Titanium cut its sales forecast as aerospace inventory adjustment and weak industrial demand hurt titanium sponge sales. https://www.metalnomist.com/2026/04/osaka-titanium-sales-forecast-cut.html
Ezra Klein's NYT Role Highlights Big Media's Decline
The fact that Ezra Klein still has a job at the New York Times is a sign of the disaster today's Big Media has become. https://t.co/H5kCIw8zn4
Mearsheimer: Trump's Iran “Victory” Claim Lacks Credibility
Distinguished UChicago Prof. John Mearsheimer on Pres. Trump's claim of 'victory' in Iran: “[Trump] can declare victory — but who believes that? Hardly anybody.” https://t.co/I6EM2aoZeh
Trump Mirrors Iran, Blocks Strait of Hormuz
Trump has been complaining about the Iranians shutting down the Strait of Hormuz. Now, he has taken a page from the Iranian's playbook and is shutting down the Strait. TRUMP = A LOSER = CAN'T MAKE UP HIS MIND. https://t.co/aLGX482gLt
Fun to Drive, Perfect for Lazy Days
The most fun vehicle you’ve ever driven, but also the best vehicle for when you don’t want to drive Get a vehicle that can do both
Self‑driving Cars Boost Walking and Biking Rates
Autonomous vehicles will actually increase the number of people who choose to bike or walk, because they will be able to do so safely.