Iran's Drone Swarms Strain Gulf Missile Defenses
Iran's Shahed deployment and targeting are improving, thanks to tactics like launching swarms of drones with varying flight paths. These strategies are rapidly exhausting missile defenses in the Persian Gulf. #iranwar #shahed #geopolitics https://t.co/QUFZ0xOxqT
Embargo Iranian Oil, Not Seize Kharg, to Open Strait
Headlines that the US is thinking about taking Kharg island are pushing up Brent (lhs) and causing stocks to tank (rhs). Taking Kharg doesn't reopen the Strait and could turn into a fiasco. Better to embargo Iranian oil and force...
African Jet Fuel Prices Shifting Faster than Flights
In Africa, the cost of jet fuel is changing faster than you can fly https://t.co/39KuWJkWGP
Mortgages Trap Workers, Limiting Job Mobility—Denmark’s Solution
Our mortgage system sucks. One under appreciated reason why is that it reduces labor market flexibility. People won’t move to a better job b/c they are locked into a low priced mortgage. Here’s the danish fix:
AI Art Suspected in Crimson Desert Sparks Quality Concerns
Seems very likely that at least some of the in-game art in Crimson Desert was generated with AI. Whether that's by design or poor quality control over a sprawling development pipeline, it's really gona poison the well for some https://t.co/q8ogbsvWII
Gas Prices Outpace 2022; Long‑term Real Rates Rise
3w into conflict, gas prices on higher trajectory than in 2022 (Ukraine invasion). WTI 1M/6M spread off peak inversion, so are implied vols for WTI. 2YR inflation expectations on similar trajectory as 2022. LT inflation exp not reacting much...
Freight Broker Sued for Ignoring Verification, Enabling Cargo Theft
FREIGHT BROKER SUED OVER CARGO THEFT: "Zurich American Insurance Company filed suit on March 18, 2026, in the US District Court for the Central District of California, targeting TForce Worldwide, Inc., a licensed freight forwarder it accuses of ignoring its...
Medical Offices Have Distinct Demand Drivers From Regular Offices
Medical Office is not OFFICE and comparing the two is just dumb. Totally different demand drivers. https://t.co/tC5q86wvj3
Iran Conflict Threatens Global Energy Market Collapse
Iran War Puts Global Energy Markets on the Brink of a Worst-Case Scenario | WIRED Quoted here with the always on point @Rory_Johnston https://t.co/mDCdbWwTqc
CBS News Cuts Highlight Profitless Retrans Model
The irony of the $PSKY CBS news cuts are that news does not drive retrans and should be sold or shuttered entirely to help fund NFL costs CBS already shuttered late night, news should be next to go - makes you...
Dalilah Bill Split Could Spark Trucking Super Cycle
Two versions of the Dalilah's bill are in Congress: House - Out of committee and up for a vote. Non-dom CDLs expire within 12 months. Senate - Still in committee. Non-dom CDLs expire within 6 months. TD Cowen estimates that...
Debunking Stem Cell Hype: Honest Talk on Medical Misinformation
I will NEVER miss an opportunity to call out medical misinformation so people know how to protect themselves and rally for change. On this particular panel, we got into the hype and hope of stem cells in an honest and cathartic...
White House Omits Gateway in Trump-Japan Lunar Cooperation Brief
WH fact sheet on Trump’s mtg with Japanese prime minister mentions lunar cooperation on pressurized rover and “the NASA-led Moon base,” but nothing about Gateway.
GStack: Free Open‑Source Platform with Daily Feature Updates
Hacker News on GStack - try it it's free and open source and I'm shipping new features every day for it https://lnkd.in/gDJRzGNr
Rocket Lab Launches Japan's Synspective Radar Satellite
LAUNCH at 1810 UTC Mar 20 of a Rocket Lab Electron from Mahia, New Zealand, with a radar satellite for Japan's Synspective (probably the StriX-6 satellite).
Historic MSFC 4670 Test Stand Revives Space Launches
Awesome to see the historic MSFC 4670 test stand helping to make space happen again https://t.co/WwjjIcnBik
Iran Could Outproduce Its Own Drone Attacks Daily
if iran retains one-third of its reported 10,000 per month production it would produce more drones per day than it is currently firing.
Lilly’s Biz Dev Handles 10 Weekly Deals, Public Offers Stalled
Some interesting comments from Jacob Van Naarden, $LLY head of business development, at STAT's Breakthrough Summit East event yesterday: On deal volume: Jake, himself, is seeing approx 10 deals per week, ie deals that are important enough, or diligenced enough,...
Alienating Viewers Drives CBS Evening News Ratings Crash
The "CBS Evening News" dipping below 4 million viewers must be setting off alarm bells inside the network. But when you alienate the audience, loyal viewers will leave. Watch Power Lines on YouTube: https://youtu.be/g4zHWZFi9ec?si=2fbPGf9Rlu5jxiCx
Roblox Seeks Share of Developers' Ad Revenue
New: Roblox wants a piece of developers' ad and sponsorship revenue after more than 4 years trying to break into the ads market. https://t.co/wbbaENSlke
AI Boom Revives Abandoned Biden-Era Battery Factories
Under Biden-era industrial policy, the US was building a domestic battery industry at record pace to supply the growing market for US-built EVs. The GOP axed the policies driving EV demand, making most of those battery plants unnecessary. Now, in...
Great Factories Align Technology, Operations, and People
The best factories don’t rely on just tech—they align tech, operations, and people. #DigitalManufacturing #TechOps #SmartFactory #Industry40 #ManufacturingLeadership #DigitalTransformation https://t.co/JZqZ0xHGN6
Spotting Evidence-Based Longevity Clinics vs Marketing Hype
One of the questions I get asked most often is how to tell the difference between a longevity clinic built on evidence and one built on marketing. It's a question that deserves a honest, detailed answer. Grateful to be sharing the...
Disney Expands Reach by Adding Sara to The View
I’m obviously not unbiased here, but good on Disney to bring on Sara/CNBC talent to The View. Helps to expand all of our worlds.
Bill C‑22 Threatens Massive Surveillance: Do Canadians Agree?
Bill C-22, if passed, will permit the government to mandate a new massive surveillance infrastructure ordering tech companies and telcos to collect more data for the police. Is this something Canadians want?
Attorneys Condemn AI Publicly, Profit From It
attorneys publicly dragging AI while quietly running it through their CRM, marketing, and research tools need to be studied. nobody said it's a lawyer. but telling people to steer clear of it entirely while your firm's chatbot answers intake questions at...
CNN Revives Retro Broadcast Style with New Experiments
CNN has been experimenting with new formats this week, including Anderson in rolled-up sleeves, massive desk microphones, and a physical map, channeling early Edward R. Murrow-era broadcast.... Experiment will continue today with Jake Tapper broadcasting from his office.
Falling Oil Demand May Trigger Higher Future Prices
Is it reasonable to say that a long-term, structural decline in global oil demand would not necessarily translate into lower prices, and could plausibly turn into significantly higher prices in the future?
China's $250B Marshall Plan to Accelerate Global Electrification
Michael Cembalest from @JPMorganAM talks on Open Circuit about his Eye on the Market report. One topic we discuss is a $250B Marshall Plan from China that will accelerate electrification efforts around the world. https://t.co/bYsQ3TDtQa
Iran Holds Leverage Over Strait Reopening, No Clear Solution
Five-byline alert: 🚨 “.. the Iranians have real leverage with this, and there’s not an obvious fix for it,” an intelligence official said of efforts to reopen the strait. @CNN https://t.co/F0HsBMF0Ha https://t.co/23PCXm7d3r
Inside the CDC Director Search: Leadership Insights
If you care about the future of the CDC or public health, you need to read this piece and watch this video on how leadership is thinking about the search for a new director. Definitely watch the 10 minute video in...
Solar to Power Over Half of US’s 2026 Capacity Surge
The US is on track to add 86 GW of new power capacity in 2026... 51% of that will come from SOLAR. Energy transition is happening.
Court Dismisses Biden Fiduciary Rule, Prompting New Label Strategy
This #WeekendReading: U.S. District Court has formally put an end to the Biden-era Retirement Security Rule (aka "Fiduciary Rule 2.0") after the Trump administration's Department of Labor elected not to defend the rule against lawsuits led by groups representing product...
Digital Echo Chambers Let Politicians Rewrite History
It's never been easier to invent your own version of history. Say something online enough, have a big enough audience, and for a lot of people your version of the facts becomes the truth. Our politicians must be...
WGA Condemns CBS News Layoffs, Blames Greedy Leadership
WGA blasts CBS News layoffs: "Once again, our members have lost their jobs due to the recklessness and greed of their bosses. CBS News Radio is an institution, where generations of the finest journalists in the country spent their careers reporting...
Cheap $800 Drone AK‑47 Threat Redefines Warfare
This is the equivalent of AK 47, but for drones. The world is not prepared for this yet, as we have seen it with the Gulf states. If you're using anti-aircraft missiles to shoot these things down, you're going to be in...
CDC Director Vacancy Persists; HHS Races to Fill Role
If you've been following the situation at #CDC — specifically the agency's lack of a director for most of the past 15 months — you'll want to listen to Chris Klomp, chief counsellor to HHS, discuss the administration's search for...
MP Materials Spotlighted on 60 Minutes Sunday
on $MP MP Materials Mountain Pass rare earth mine and processing facility will be featured on 60 minutes this Sunday. https://t.co/fMqakwaDvz preview video of MP CEO James Litinsky https://t.co/9Q7tyfTTw5
Redesigning Homes in 5‑10 Years Seems Unrealistic
while I agree with his general thinking about how we’ll rethink home design, seems optimistic to think that a meaningful percentage of homes would be redesigned in a 5-10 yr period
Spring Reset: Refresh Supply Chain Assumptions and Data
First day of spring/equinox = a supply chain reset: refresh assumptions, clean data, align priorities. Want more predictability? Contact LMA. #SupplyChain #SIOP https://t.co/T9DVT39eRQ
Speed of Execution Beats Perfect Health IT Roadmaps
The question in health IT isn’t who has the best roadmap It’s who can execute fast enough. David Cohen’s perspective from the Greenway User Conference: https://t.co/N0sw9cW6oH @greenway #EHRstrategy #HITSM
Subscription Overload Blocks Support for Quality Journalism
I want to support good journalists and good writers but there is simply no way to subscribe to every article or newspaper or magazine or newsletter, and it sucks for everyone because writers want readers for their stuff and readers...
Airlines Brace for Jet Fuel Shortages, Not Price Spikes
Global airlines are preparing for "shortages", i.e. there simply is no jet fuel available. But they are talking about prices as a completely separate matter... Wow... https://t.co/FPxwGrm5c0
New Massive Project Rivals SCS's Big Three Islands
Here comes another Big One - on track to be as big as any of the Big Three SCS artificial island bases. https://t.co/3JJiM1TcAx
Georgia Launches First U.S. Fuel Tax Holiday Amid Price Surge
Georgia becomes the first U.S. state to declare a fuel tax holiday as gasoline and diesel prices surge in the back of the U.S.-Israel attack on Iran. Georgia will waive for 60 days a 33 ¢ per gallon tax on...
Per‑unit Housing Costs Mislead without Unit Mix Context
This is an example of why I dislike "per unit" metrics in housing discourse & policy $827K/per unit sounds really really bad ... and it's not GOOD BUT ... when you take unit mix, and size, into account it gets a little...
Judge Ends Delays in 2023‑Started Case
It means the case has dragged on since 2023, and the judge isn’t having any more delays
Oil Prices Rise Modestly Despite Major Hormuz Disruption
Oil Prices and the Information War Global oil prices have risen surprisingly little given the war between the United States, Israel and Iran has triggered “the largest supply disruption in the history of the global oil market” according to the International...
NFL Funding Forces Unpopular Cuts to Existing Programming
Making the hard, unpopular decisions that MUST be made 👏👏 @bariweiss $PSKY Paying for the NFL means a lot of existing money losing programming needs to be shuttered
Air India’s 14‑Hour Flight to Nowhere Lacked Oxygen
Air India Made Passengers Endure A 14-Hour Flight To Nowhere — It Sent An Ex-Delta Plane Without Enough Oxygen For The Route - View from the Wing https://t.co/uvGIqJWgIP