Iranian Missiles Strike Tel Aviv, Sparking US Media Criticism
CNN live coverage showing MULTIPLE Iranian missiles making direct hits in the Israeli city of Tel Aviv … All over TikTok, young Americans are talking about how ADVANCED Iran is yet US media has been feeding them lies. Most are rooting for Iran https://t.co/GNsmKav0fT
BTS' “Arirang” Beats Harry Styles, Leads 2024 Streaming
BTS’ ‘Arirang’ Nearly Doubles Harry Styles’ Opening-Day Spotify Numbers to Claim Year’s Top Streaming Bow So Far https://t.co/YDthslCdll via @variety
War Damages 39 Energy Sites Across Nine Nations
The New York Times on one of the major economic effects of the War: “At least 39 energy oil refineries, natural gas fields and other energy sites in nine countries have been damaged since the United States and Israel began...
California Clean‑Air Rule Forces New Logistics Strategies
Lisa Anderson was quoted in the Press-Enterprise on Southern California’s clean-air rule aimed at warehouses and what it is changing for logistics and supply chain decisions. https://t.co/gQskCnYPRh #SupplyChain #Logistics #Warehousing https://t.co/3jG0CxCSRS
ABC's Risky Bachelorette Casting Backfires Spectacularly
"WHAT were they thinking??" @marymacTV concludes that ABC thought Taylor Frankie Paul would amp up 'Bachelorette' ratings. But it was playing with fire. @latimesent https://t.co/82uO036If3
New Creators: Hire a Team, Not Pricey Coaches
I’m not trying to stop anyone’s bag if they’re getting it ethically. But also… creators… you have no reason to pay that much for coaching if you are just starting out. That rate is for seasoned creators already pulling in...
Historic Energy Shock Threatens AI-Driven Economic Boom
The largest energy supply shock in history just hit as the entire global economy had been riding high on the most energy intensive tech ever (AI), @Rory_Johnston argues. "I hope I'm wrong." Apple🔊https://t.co/hBJ1sBFqgN Spotify📽️https://t.co/fnf6ENfHbf https://t.co/OJPNLB003V
Iran Conflict: Endgame or New Beginning Unclear
Iran War basically done. Or it’s only just beginning. Definitely one of the two… … or neither. https://t.co/nwQPF9aQYG
United Mistakenly Told All Flight Attendants They’re Relocating to London
United Airlines Accidentally Emailed Every Flight Attendant That They Were Moving To London [Roundup] - View from the Wing https://t.co/7FygmjmEoU
Trump Declares Victory While Troops Surge to Gulf
Trump claims that the US has “won” the war, and that Iran is “finished.” IF WE WON THE WAR, WHY ARE WE RUSHING THOUSANDS OF US TROOPS TO THE GULF? TRUMP = DELUSIONAL. https://t.co/g5aB73R1CU
Trump May Abandon Hormuz Crisis, Leaving Others to Fix
Why shouldn't the presumption be that they will just negotiate deals with Iran and accommodate the regime the United States flirted with trying to change? India, Japan, Pakistan, others are already negotiating Hormuz passage directly. Why not presume they will "clean...
Physicians Must Choose Health Over Exhaustion, Says Dr. Mitchell
It takes the human brain two years to fully recover from burnout. Yet many physicians are in denial, assuming their absolute exhaustion is just normal. Dr. Tomi Mitchell hit her absolute limit. She was running a massive medical center, raising two...
Political Clout Now Trumps Antitrust in M&A
There is a new meta for merger arbitrageurs, such that traditional antitrust analysis is outweighed by the acquiror's political clout. In particular, if the acquiror employs Mike Davis, their M&A deal is getting done. https://t.co/B0QuYUxxv2
Senator Urges Trump to Free U.S. Ships in Gulf
U.S.-Flagged Ships Stuck in Persian Gulf as Senator Demands Action for American Crews. What will Trump do? https://t.co/Wx9tOgP9OW
Two-Stage IRBM Likely Based on Zoljanah or Qaem
Two-stage is a helpful bit of data. Now more likely a two-stage IRBM derived from a solid SLV like the Zoljanah or Qaem-100/105.
Homelessness Policies Erasing Rental Listings in SF
Currently doing a rental house search in San Francisco, and remarkable how much supply is crossed out because of street homelessness considerations. Self inflicted housing destruction in an already scarce housing environment.
Ukrainian Strike Leaves Russian Tanker Adrift and Abandoned
Alleged Ukrainian attack on Russian tanker leaves it abandoned and drifting... Geopolitical Guy | Substack https://bit.ly/4lIlrnH
Trump Boasts Complete Elimination of Iran's Missiles
It's especially impressive since Trump told us that we had eliminated 100% of Iran's missiles
Moshchun Victory Halted Russian Push on Kyiv
Four years ago, in these very days, the fate of Kyiv was finally decided. Here, in the small dacha village of Moshchun on the outskirts of Kyiv, on the banks of the Irpin River, Russian forces suffered a decisive defeat,...
23‑Year‑Old Leads Innovative Machine Shop, Shares Success Secrets
𝐑𝐲𝐚𝐧 𝐌𝐜𝐆𝐞𝐡𝐞𝐞, a 23-year-old legend who is running an innovative machine shop as part of a larger company. He shares some insights on how he's managed to get where he is at 23. Stream now 🔗 https://t.co/iF2u1anbBd 📽️ https://t.co/JDCjWExpS3 🔗 https://t.co/DmYp21NDA3 https://t.co/MzmMMoMTEr
Pentagon Seeks $200B for Iran War, Outspending Ukraine Aid
The Pentagon is requesting $200 BILLION to fund the Iran war. THIS IS BIG BUCKS. For context, Congress has only approved $188 BILLION to support the US proxy war in Ukraine. WAR = A MASSIVE TAX ON AMERICANS. https://t.co/nlL85D8hEN
Home Prices Poised to Dip Below 2022 Levels by Summer
Home prices sure look like they could be back under 2022 levels by late summer. *This is list prices, which is subject to a shift in the mix of homes available, but it a direct measure of how much homes cost,...
Reality TV Stars Earn Little, Not Rich Until Years Later
Reality TV “stars” aren’t getting rich early. Year 1 for new names: $0 guarantees. ~$2K–$5K per episode *only* if you make the final edit and *only* paid after it airs. Takes ~5–6 years to earn real money. No union leverage.
Iran's Gains Signal Dangerous Shift in Regional Power
Bunker-busting, but in reverse? And why I warned: Iran Is Winning, Which Is Dangerous https://t.co/5HAmJsOd5H
Insurance Fees Undermine Care: Doctors, Nurses Underpaid
Des and Nurses are underpaid. Independent doctors are getting ripped off to the point of barely getting paid after fees The biggest insurance companies are awful for beneficiaries and for employers. One example ? What good is insurance if patients...
Cut Fees, Buy Back Shares, Avoid Nontraded BDCs
My thoughts on how private credit mangers can rebuild investor confidence in this weekend's @barronsonline: First, they should cut fees: "A lower fee structure would go a long way toward improving managers’ standing with investors". Investors will return to the asset...
AI Doc Explores Apocaloptimist Future, Disney Banter
This week, I talk to producers Diane Becker and Ted Tremper about The AI Doc: Or How I Became an Apocaloptimist. (Say that three times in a row, fast.) And @mattbelloni.bsky.social and I banter Disney leadership. https://www.kcrw.com/shows/the-business/stories/ai-doc-producers-disney-ceo-josh-damaro
One Plan, Global Coverage, No SIM Swaps
One phone plan. Three continents. Zero SIM swaps. I have been on Google Fi Wireless for a while now, and the experience keeps proving itself in situations where most plans fall apart. A road trip across the United States? Signal held the...
Rare 100K+ Listings Forecast 80K Breakthrough
The last time we had new listings above 100K May 24th, 2019 at 101,000 June 12, 2015, at 110,000 It's only happened a few times post 2013 During the housing crash years, it ran at 250K-400K for years We can break over 80K...
Brent’s $110 Price Already Reflects Hefty Risk Premium
There's so many people talking about oil going to $150 or $200, but those numbers are a stretch because Brent around $110 already embeds a big risk premium. Big thanks to @paulkrugman for having me on his podcast to talk...
Local Disasters Spike Demand; Resilient Networks Save Lives
“Disasters always start and end locally.” - CNET I’ve seen firsthand how quickly demand surges in those moments. Resilient infrastructure matters. Prioritized network access supports public safety coordination — from SatCOWs to device support in Maui. https://t.co/LaXKDooUs0 @T_Priority Partner
Google Gemini's Lyria Generates Full Songs, Not Just Lyrics
Creating song lyrics with AI is so 2025. Now you can compose entire songs using the Lyria model in Google Gemini. It's pretty darn astonishing. Here's how it works, with sample tracks in a variety of styles: https://t.co/7pNLIXLKWJ #gemini #lyria...
Even Optimistic Oil Analysts Admit They're Terrified
It's not just the oil alarmists who are scared. Even the optimistic oil analysts, who make fun of the alarmists, are all "terrified..." 🛢️🛢️🛢️ "That's why I think Trump has to end it" - @Rory_Johnston Apple🔊 https://t.co/hBJ1sBFqgN Spotify📽️ https://t.co/fnf6ENfHbf https://t.co/HdNNaefrAk
Pentagon Chooses Palantir AI as Core Military System
Exclusive: Pentagon to adopt Palantir AI as core US military system, memo says. The apotheosis of mil civ fusion... https://t.co/Sp7uxEvsGv
KLAR's Fundamentals Shine Despite 70% Drop
$KLAR -70% since the IPO It's starting to look interesting: - $128B GMV - 118M Total Customers +28% Y/Y - 15.8M Banking Customers +101% Y/Y - FWD Growth of 26% Yes, credit losses are a growing, but that is natural when non-BNPL loans grow 165% Y/Y....
Record Warm Temperatures Already Hitting Before Peak Heat
Still a couple hours to go until the real highs temps, and already a boatload of record warm temps #natgas $UNG $NG_F @SPPorg @MISO_energy https://t.co/y7l62yB61C
2022‑2024 Energy Infrastructure Cyberattacks Mapped
All 2022–2024 cyberattacks on energy infrastructure at a glance #energysky -- via pv magazine global: https://t.co/3bPj3iU1nv https://t.co/PZo92XzX1Q
JetBlue Pilots Sue to Block United Partnership
JetBlue Pilots Sue To Stop The United Partnership — Claiming It Violates Their Contract - View from the Wing https://t.co/wf5nzIHtpu
First Mover Builds Agentic Finance, Eclipses Neobanks
Neobanks disrupted banks Agentic finance disrupts neobanks Every category gets eaten by the next abstraction layer The question isn't whether this happens The question is who builds it first
Short‑Term Oil Volatility Secures Decades of Market Stability
Markets are too focused on the near-term challenges from higher oil prices. The real trade-off for investors is 4 to 6 weeks of instability, paying off 50 years of stability in oil markets, supply chains, and geopolitics. Torsten at Apollo https://t.co/ixJHl4Cw5f
Over 1,000 Lebanese Killed in Israeli Airstrikes
ISRAEL CONTINUES ITS REIGN OF TERROR IN LEBANON. Since March 2nd, Lebanon’s Health Ministry reports that at least 1,021 Lebanese have been killed by Israeli airstrikes. https://t.co/n95JS2F8UB
Iranian Missile Breaches Israeli Defense, Highlighting Intercept Challenges
Intercepting ballistic missiles is really hard. Iranian ballistic missile making through the air defense in the Southern Israeli city of Dimona
Anne Hidalgo's 12-Year Paris Transformation Sets Urban Standard
Let’s take a moment to appreciate what Mayor Anne Hidalgo of Paris actually did: she spent 12 years reshaping one of the world’s most iconic cities from the ground up, 600 miles of bike lanes, hundreds of car-free streets, and...
US Sanctions Lift Fuels Fossil Reliance over Clean Energy
It is crazy all the hoops we jump through to burn fossil fuels into poison we breathe, when solar, wind, geothermal, and hydro can provide all the energy we need with no fuel cost or poison US lifts sanctions on Iranian...
GLP‑1 Drugs Cut More Truckloads than UP‑NS Merger
GLP-1s will take more truckloads off the road than the proposed merger between UP and NS. Grok estimates 3m truckloads reduced as Americans consume less calories. The proposed merger is expected to take 2m truckloads out.
Vaccines Save Lives—Get Free Resource Guide
Vaccines save lives. Ask in the comments if you have questions. As a subscriber to my Substack you get a vaccine resource guide available for download and as a paid subscriber a 64 page guide on vaccine preventable diseases.
Current Rates Far Below Worst‑case Mortgage Spread Scenarios
If we had the worst levels of mortgage spreads in 2023, mortgage rates would be 7.67% today, not 6.53% If we had the worst levels of 2024, mortgage rates would be 7.29% today. If we had the worst levels of 2025,...
Heathrow Parking Spots Cost £72k Each, Outspending Gatwick Runway
👀👀 Heathrow’s new car parks to cost more than Gatwick’s second runway, at £72k per parking space https://t.co/3pdPZA0Mjs
Democrats Propose TSA Funding, Republicans Reject All Bills
hey Bill Democrats have put 7 bills on the floor to fund the TSA Republicans voted them all down. Besides why do you care you fly private.
Iranian Strikes Inflict $800 Million Damage on U.S. Bases
The BBC reports that Iranian counter-attacks on US military bases in the Middle East have caused $800 MILLION in damage. THE US-ISRAELI WAR ON IRAN IS COSTING AMERICANS AN ARM AND A LEG. https://t.co/hxarqU3UlU