Multi‑horizon Drill Results Reveal Consistent Silver‑gold Base Mix
New drill results from @princesilverco at Pioche and a pattern is now starting to show: multiple horizons, consistent widths and a mix of #silver, #gold and base metals all showing up together. 2 drill rigs turning in the 9k meter program. Good day to buy: https://t.co/bb78IWKhHl
Genentech Exits SMA Program, Boosting SRRK’s Lead
Very positive development for $SRRK - Genentech ceases drug development to spinal muscular atrophy - puts SRRK clearly in the lead Cantor on it now https://t.co/IjCyBm2Kcv
Korean Games Surge: Crimson Desert Set for Success
i am cheering for my Korean kin at Pearl Abyss. Crimson Desert will likely sell really well and I'm happy and proud to see Korean games shake up the scene at a regular pace now. https://t.co/jrYwvmmkpG
Heat Pumps and EVs Dominate; Hydrogen Left Behind
Two technologies that competed for the future of heating and transport. The race is over. In 2025, 19m heat pumps were sold globally. Hydrogen-ready boilers: 237 units. The picture in transport is identical. 21m EVs were sold last year. Hydrogen fuel cell...
Manhattan Mineralization Expands, Drill Results Boost New Scorpio Gold
Mineralization at Manhattan expands for @NewScorpioGold, as Black Mammoth and Reliance both deliver good drill results after pushing 250 meters beyond the Resource. Full details from JV and why this #gold stock is still a Buy: https://t.co/ku2wxPT8QD
Escalating Conflict Spreads From Hormuz to Iranian Strikes
On @BloombergTV with @kaileyleinz and @JMathieuReports, I walked through the maps and data behind a widening conflict, from the Strait of Hormuz to shifting Iranian strike patterns to damaged energy infrastructure. The takeaway: expect more escalation. https://t.co/MMeopdNbnK
Ernest King Lifted Oil Sanctions on Japan During War
Ernest King famously allowed the Japanese to keep trading oil and lifted sanctions on them in the middle of the war.
Scrutiny of Military Decisions Earns Praise and Frustr
Two cents here from the back row of this briefing: In convos with veterans, military families and other Americans, I've heard thanks from some for asking hard questions and frustration from others. Our role is to scrutinize each step of the...
Gene Therapy Delivers Real Results Amid Hype
Katrine Bosley: There's no question “hopes and aspirations” got ahead of the pace of any new science on gene editing #STATBreakthrough Seng Cheng: “The promise of gene therapy is correct. I think it has made that promise. and that's demonstrated by...
Iranian Fire Forces US F‑35 Emergency Landing, Confirming Threat
USAF F-35 Makes Emergency Landing After Allegedly Being Hit by Iranian Fire The F-35 was flying a mission over Iran when it was forced to divert. A video claiming to show the engagement points to a key threat we have highlighted...
Interview on YouTube Features Misdubbed Brazilian Facilitator Audio
A recent interview of mine is now on YouTube: https://t.co/RrZK2rohWk The soundtrack's been dubbed because the facilitator was in Brazil. I don't really sound like that...
IR Exaggerates Blasts; Shrapnel Does Damage, Jets Survive
1. Keep in mind that explosions look much bigger in IR because they oversaturate the sensor. 2. It's not the explosion that does the damage it is the shrapnel so where the warhead fuzes in relation to the aircraft plays a...
Celebrating 15 Years: Inside Scopely
Enjoyed doing this interview with Scopely's co-CEOs on their 15th anniversary, as I was there at the beginning. https://t.co/0qJbgQUOgW
Global Fossil Fuel Markets Fuel Domestic Energy Insecurity
Energy insecurity starts here. Fossil fuels are traded through systems where price is influenced not only by supply and demand, but by conflict, sanctions, and speculation. That means households and utilities can face higher costs even when local production remains...
DoD Supplemental Funding Trends Reveal Growing Budget Gaps
With renewed talk of a large supplemental request, here’s the recent history of DoD supplemental funding in both constant and then-year dollars. #DefenseBudget #SupplementalFunding https://t.co/Y2B7v3yI9W
New Home Share Still High, Gradually Normalizing
New home share of total inventory remains historically elevated, but is moving back toward normal. https://t.co/fgRMXqrkuk
Israel Defends Iran Gas Field Strike, Cites US Coordination
ISRAEL shrugs off criticism of attack on Iran's South Pars gas field - citing deep coordination with the United States: https://t.co/1CMmLeQHgy
EU Data Centers Could Soon Use Behind‑Meter Power
Can you even imagine building a data center in the EU with behind-the-meter power when this could happen at any moment?
Klarna: Potential 5x Upside Amid Subprime Risks
Klarna: 5x Opportunity or a Subprime Lender? $KLAR offers a uniquely asymmetrical profile: - Beat Down Stock - Expanding into Banking - Strong Growth - Potential for improving profits https://www.globalequitybriefing.com/p/klarna-5x-opportunity-or-a-subprime?r=39awso&utm_campaign=post&utm_medium=web
Spring Equinox Triggers 28‑Cent Gas Price Rise
"Tomorrow marks the official start of Spring and prices at the pump continued to climb by 28 cents since last week. With the Spring equinox ushering in warmer weather and more time on the road, gas prices are trending upward...
Early Experiments May Mislead; Models Need Validation
Jane Grogan from $BIIB again, on the fundamental challenge of drug discovery: do you believe what early experiments tell you? "We need to understand when [models] can be predictive and when they help at answering our hypothesis... “If you...
Thinking About Albert
Where is Albert?? - a fun game I love to play. I think of him at least 3x a week, as he's working on something profound that I noodle on in my spare cycles.
U.S. Military Offers Options, Strategy Adapts to Enemy Moves
"The role of the U.S. military is to give the President options...strategy isn't a plan that you start on Day 1 and check off a list, it evolves in the uncertainty of what the enemy is doing..." Discussing U.S.-Israel war...
China Produces Triple U.S. PhDs, Boosting Biotech Innovation
$BIIB’s Jane Grogan on the impact of China on biotech innovation. “There's three times more PhDs that have been given last year in China than in the US. ... That's a lot of bright young things out there who are going...
Higher GLP‑1 Doses Show Cardiac Safety Signal
This definitely looks like a cardiac safety signal at the higher doses. The GLP-1's all slightly increase pulse rate as a starting point.
January New‑home Sales Plunge to Lowest Since 2022
Temporary Freeze or Deeper Chill? New home sales fell sharply in January to 587K (vs. 722K expected), marking the slowest pace since Oct 2022 and the steepest monthly drop since 2013. https://t.co/W9Fwrwtvjb
Breakthroughs Take Years, Then Appear Overnight
$BMY chief scientist Robert Plenge: says there is “a joke” drug developers often repeat. “It's an overnight sensation a decade in the making. These things can actually be going on for a very long time, and then suddenly the field catches...
Using Iranian Oil to Temporarily Suppress Prices
“We’d be using the Iranian barrels against the Iranians to keep the price down for the next 10 or 14 days.” Masterful gambit, sir.
Media Firms Lag Behind Creator‑centric Networks in Attention Economy
These media companies also have no understanding of how to work w creators well or navigate the online attention economy. Look at the creator roster at Studio71, Dear Media, or any creator-focused network…. then look at the roster for one...
New LA Publication Launches with In‑Depth Mayor Race
My friend @sherlyholmes has started a new publication devoted to Los Angeles, our home. She's started with a bang: an in-depth look at the mayor's race. I would also recommend checking out the daily newsletter (because LA sorely needs one). https://t.co/sZjwB3dCSl
Trump’s Oil Price Stunt Ignores Rising Fuel Costs
COLUMN: Trump has seemingly turned WTI oil into a referendum on his war against Iran: more than $100 👎; less than $100 👍 But WTI isn't what matters for America's Main Street: refined petroleum products do -- and prices are rising...
FT Highlights CRUK's Aleta CAR‑T Trial in Lymphoma
The Financial Times covered recent initiatives at Cancer Research UK (CRUK) including a nice piece on the ongoing Aleta Biotherapeutics clinical trial in CD19-CAR-T treated B cell lymphoma patients. https://t.co/9sDZEItapu
CNBC Adds 5 AM “Morning Call” Before Squawk Box
Just in: CNBC is launching "Morning Call,' a 5 AM program that will precede 'Squawk Box.' Morgan Brennan will host....
Oil Shocks Vary: Some Brief, Others Enduring
The next chart shows the major oil shocks, including 1973, 1979, 1990, 2008, and 2022. Some were brief, others were not. 🧵 https://t.co/SHZJOMDkYG
Exploring DLSS 5 on Engadget Podcast with Devindra
Had a great time talking on the @engadget podcast with @devindra about DLSS 5! https://www.youtube.com/live/WNSp9cbRe5M?si=8vEj9wwh_u7iqDe3
Inside Jobs Fuel Freight Fraud and Cargo Theft
A lot of freight fraud and cargo theft happens via inside jobs. Criminal gangs send low level foot soldiers into these jobs
Bearish Pressure Threatens Previously Bullish Deal Market
The best news may be in the rearview... Bears encroach on bullish dealmaking market https://t.co/Gc2v7KSjbQ
A‑10s Patrol Strait of Hormuz, Target Iranian Boats
A-10 Warthogs Are Prowling For Iranian Boats In The Strait Of Hormuz A-10s are executing one of the lesser-known missions they've trained to do for decades, hunting down Iranian fast attack boats and mine layers in the strait. https://t.co/PkTgNzVTsV
Oil, Yields, Dollar Surge Squeeze Gold, Silver
Precious Metal Miner Misery #crudeoil $XAUUSD $XAGUSD $GLD $SLV $DXY $GDX I break down how rising oil, yields & a stronger dollar are pressuring gold, silver and miners - while client research shows oil shocks disrupt auto demand & hit platinum and...
International Developers Can Thrive Despite Regulatory Hurdles
"Despite the high barrier to entry thanks to regulatory concerns and a high level of native competition, Ahmad is confident that international developers can succeed in the region" https://t.co/YbTBgMCeDX
US, Allies Push De‑Escalation as Iran Escalates; Hormuz Closed
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
Four Biomarkers Can Meaningfully Assess Coronary Artery Disease Risk
The 4 biomarkers to meaningfully assess a person's risk of coronary artery disease @rayshafarah @aklfahed @pnatarajanmd @JACCJournals @uk_biobank https://t.co/CPfBPVRENq https://t.co/xTlj2ykr45
Capital Exodus Mirrors Past Crises, Timing
FWIW - I can't think of a more ill-timed moment to enable capital to exit the banking system. Then again, I saw this in the late 1990's and right before the housing crisis. https://t.co/BElQudhOBb
U.S. Cellular Networks Spend Nearly $65 B in 2025
WIA: "Total network expenses for U.S. cellular networks in 2025 was nearly $65 billion – this includes operating expenses, network upgrade costs and the cost of adding new network capacity." https://t.co/AXlEEH3quS
Tina Turner's Music Rights Switch to Pophouse
Tina Turner's music rights have switched hands for the second time in five years. 2021: Turner sold catalog + NIL rights to BMG for $50M 2026: Pophouse bought majority stake from BMG Pophouse launched the ABBA Voyage show in London. Let's see what...
Netflix Remains Aggressive in Festival Film Acquisitions
Netflix Still Wants to Be ‘Aggressive’ with Film Acquisitions Out of Festivals https://t.co/7YVih4wBsN via @IndieWire
Trump May Trade Ukraine Aid for Hormuz Deal
I have a bad feeling Trump is going to give up the remaining support of Ukraine in exchange for Putin's help re-opening the Strait of Hormuz.
Iran War Slashes US M&A Deals by Half
The war in Iran has had a significant impact on the merger market. Month-to-date, just 6 public US M&A deals have been announced (worth a total of $56 billion), down -65% in number and -44% in value compared to last month....
Rising Defaults and Funding Costs Squeeze Credit Card Margins
It was once thought that as defaults rose, credit card issuers would simply increase the rate they charge to compensate for that. Hard to see that now, given current portfolio yields. Worse, their cost of funds is rising...
Mearsheimer Warns Iran Is a Formidable Strategic Opponent
Distinguished Prof. John Mearsheimer on Iran’s strategy: “When you listen to Hegseth and Trump talk, they talk about the Iranians like they’re a bunch of country bumpkins and we’re the strategic geniuses...I think that's not the case…we are up against a formidable...