Join Our Live Call‑In Before Crimson Desert Review
We're doing a live call-in show until our Crimson Desert review. Come hang out and talk to us! https://www.youtube.com/watch?v=5XUQizr8qR4
Israel Strikes Iran's South Pars Facility, Risking Power Outages
Israel has hit Iranian energy infrastructure for the first time; the strike hit a processing facility tied to the South Pars gas field, which could lead to major electricity shortages in Iran within days. Access my daily coverage of the...
Liquidity, Not Credit, Drives Crises; Public BDCs Undervalued
If you read one thing on private credit today, make it Sixth Street's investor letter. The highlights: “Crises don’t happen because of credit issues, they happen because of liquidity issues. "If you believe in efficient markets, public BDCs trading at significant discounts...
NightBeacon Assist Empowers SOC Analysts with AI Guidance
NightBeacon Assist rolled out today to our SOC analysts. Can ask specific questions or to do automation workflow to enrich data even more if needed. Allows analyst to ask the assistant questions about the ticket if they don't understand or...
HaloMD, a Texas Duo, Dominates No‑Surprises Arbitration
A new company you've probably never heard of is dominating the No Surprises Act's arbitration process. Behind HaloMD is a larger-than-life Texas couple who built their wealth on questionable arrangements with out-of-network providers. https://t.co/p1jCEZFBaA via @statnews
Iran's Artillery Intensity Escalates, Striking Harder than Before
Iran is firing MORE and they are hitting MORE per shot than during the first days of the conflict. Not good.. https://t.co/IWj7Szy0jL
Sachs: US‑Israeli War on Iran Benefits No One
Distinguished Columbia Univ. Prof. Jeff Sachs on the US-Israeli war on Iran: “This war is to nobody's advantage. It's a pure lose, lose, lose all around. Lose for Israel, lose for the United States, and lose for the rest of the...
Recon Analytics' First Acquisition Redefines Telecom Analytics Landscape
🚨 Big news: Recon Analytics just made its first acquisition, and it changes the game for telecom and device analytics. Here's why this matters more than most people realize. 🧵
IoT Cuts McDonald's Ice Cream Outage From 19 Clicks
"The ice cream machine is broken." Those are six very depressing words. McDonalds had a 19-click process for marking ice cream as unavailable. Now with IoT and tech solutions, there's failure detection and response. https://t.co/w6mR84wNiX https://t.co/2ufj3Zp3MB
US Navy Minesweepers Redeploy From Middle East to Singapore
U.S. Navy Minesweepers Stationed In Middle East Are Now In Singapore Two of three Littoral Combat Ships assigned to Middle Eastern minesweeping duties have made another move in the opposite direction. https://t.co/1Koe7fWqrr
Jones Act Waivers Push U.S. Shipping Costs Higher
Argus: Early Jones Act waiver fixtures are coming in well above recent domestic benchmarks, signaling a sharp rise in U.S. coastwise shipping costs as foreign-flag tonnage now enters the market. https://t.co/kXsOyRdoaw
Disney's Data Monolith Split Tests New CEO's Resolve
Bob Iger leaves The Walt Disney Company $DIS with a giant database—or “monolith”, like the "Mad Men" episode from Season 7—at the center of its business. The newly announced reorg splits that database in two—one for streaming, one for theme parks. Nobody...
US May Have Sparked War to Deter China’s Taiwan Ambitions
For the geopolitical experts out there - what are the odds that the US was keen to start this war due to intel that China was looking to make a move on Taiwan and that an energy crisis / Strait...
California's Insurance Could Vanish Within a Decade
It's wild to think that insurance as we know it today might not existing in California in 10 years, and yet it remains a somewhat fringe policy area. https://t.co/LA9JJ0AORm
Fake News Flagged, yet Algorithms Boost Contradictory Stories
Fake news is everywhere. The names Paweł and Gaweł were a red flag to begin with. But more so this would have been contra what the govt said earlier. What’s interesting is how this stuff is being pumped into the...
Chloé Zhao's Buffy Reboot Flops, Gellar Gets Minimal Screen Time
Inside Chloé Zhao’s Failed ‘Buffy the Vampire Slayer’ Reboot — and Sarah Michelle Gellar’s Shockingly Small Screen Time (EXCLUSIVE) https://t.co/pxY8qarqDe via @variety
Powell Shrugs Diesel Prices, Prefers Not Driving Trucks
Q: the question is whether we are concerned about Diesel prices. Powell: shakes his head before answering. I gather Powell's preferred commuting vehicle ain't no truck.
Debating Whether MarkWayne Mullins Is a Stolen Valor Case
So is MarkWayne Mullins a stolen valor case or what’s the deal? Like he didn’t SAY he served, but he likes to hint he’s seen combat (he hasn’t). Where is the line here?
Critical One Energy Hosts Live Webinar on Phase I Drilling
Critical One Energy $CRTL.CA $MMTLF Announces Live Investor Webinar on Howells Lake Phase I Drill Program and Grants Stock Options by @newsfile https://t.co/f2LDachxvT
Stopping GLP‑1 Therapy Quickly Erodes Cardiovascular Protection
A new finding after stopping GLP-1 drugs in a large cohort with Type 2 diabetes: rapid erosion of CV benefit/protection New @bmj_latest by @zalaly @Biostayan https://t.co/JG6yB8wTJJ See thread: https://t.co/6JvfIIjVBw https://t.co/wUgWhvs9Yy
Delcy Rodríguez Dismisses Defense Chief in Major Military Shake‑up
#Venezuela’s acting President Delcy Rodríguez ousted defense chief Vladimir Padrino López in a SWEEPING shake-up of the armed forces. https://t.co/Fo5Ft4JE8x
RNC and Virginia GOP Sue Over 2021 Map Change
NEW: The Republican National Committee, Republican Party of Virginia, and Virginia voters filed a lawsuit in state court challenging the legislature’s authority to alter the 2021 congressional map approved by the state’s supreme court. https://www.democracydocket.com/cases/virginia-congressional-redistricting-challenge-rnc-ii/
Extensive Damage Delays Qatar LNG Return
"Extensive damage"...have to see where this is exactly, but doesn't sound like Qatar's LNG is coming back soon
Cities Won’t Provide Parking for Personal Purchases
Don’t buy a cow, or a car, and expect your city to give you someplace to park it. #UrbanTruth Via the Urban Truth Collective. https://www.urbantruthcollective.com/
Seamless Products Depend on Robust Supply Chain Coordination
Every product has a journey—raw materials ➝ factory ➝ customer. It looks simple, but behind it are constant adjustments, coordination, and problem-solving. When it works, it feels seamless. That’s the power of a strong supply chain. 🚚 https://t.co/CVEBanvR6l
Netflix's K‑Pop Demon Hunters Tour May Feature Virtual Girls
Netflix is planning a global KPop Demon Hunters concert tour for next year. Promoters are salivating. But… who will perform as the girls? It may be entirely virtual. Scoop —> https://t.co/PDg34hVJOo
CBER Updates SOPs, Enables RMAT for Held Therapies
CBER changes its standard operating procedures to open the door to RMAT designations for therapies on clinical hold - https://t.co/bZmhga8xxC
Warehouse Inefficiencies Drain Margins Hidden From Procurement Focus
Most supply chain leaders obsess over procurement savings and demand planning accuracy. Meanwhile, their warehouse quietly bleeds margin — through poor layout, undertrained staff, outdated tech, and safety shortcuts nobody wants to talk about. This edition changes that. https://t.co/abRK9zzCJN via @LinkedIn
Air Power Won’t Force Iranian Regime Change, Says Mearsheimer
Distinguished UChicago Prof. John Mearsheimer on regime change in Iran: “It's hard to get regime change or impossible to get regime change using air power alone…If you want regime change in Iran, you're going to have to invade that country. And...
Top Homebuilders Trust ResiClub for Data-Driven Decisions
Teams inside major homebuilders, lenders, and operators are using ResiClub research and analysis to inform real decisions—including firms like Meritage Homes, a giant homebuilder ranked No. 554 on the Fortune 1000. That’s exactly what we’re aiming for: clear, data-driven housing market...
Fake Fuel Figures Mask Looming South African Price Hikes
Where do you get your fake prices though? Make your arguments using truths, not fake figures… South Africa has a bigger lag in fuel prices, the hikes are projected for April and there will be a big jump…. Ask Trump to...
Three Weeks of Strait Closure Sparks Ongoing Chaos
Approaching 3 weeks of Strait closure and no end in sight. Crazy things are happening out there.
Mortgage Rates Dip, Spread Hits 206 Bps
The average 30-year fixed mortgage rate today: 6.31% Same day last year: 6.78% 10-year Treasury yield today: 4.25% Spread today: 206 bps
Powell Grasps Oil Firms' Mindset, Sees Drilling Catalyst
Powell seems to have a strong handle on the thinking of oil companies, and what would catalyze further drillling
Fed Should Treat Inflation Shocks Like Oil Companies
Powell says US oil companies won't raise production unless they believe oil price shocks will be persistent and they don't believe this. Why can't the Fed say the same?
Oil Firms Will Weigh Prices Before Ramping Output
Oil companies going to make reasoned judgements about prices before boosting production a ton
USAGM Appoints Former Newsmax/Fox Exec as VOA Deputy Director
News: USAGM names former Newsmax exec and longtime Fox News executive producer Christopher Wallace as the new deputy director of Voice of America. According to agency announcement to staff, he also worked at PBS, CNN and ABC News. Unclear who...
Rising Oil Prices May Spark Investment and Job Growth
Someone needs to ask about what happens if sustained high oil prices leads to *higher investment and hiring*
Toyota, Fox Team up to Boost Car Ads via Baywatch
Toyota and Fox hope to rev up car advertising on TV with a season-long sponsorship of Baywatch https://t.co/ZEm5Gvu2YN
First Week of US‑Israeli War Outspends Major Agency Budgets
The first week of the US-Israeli war in Iran cost more than the annual budgets of major government agencies. WAR = A TRUMP TAX. https://t.co/ioXw5U0cVU
Iran Attacks Abandoned Malta‑flagged Container Ship Safeen Prestige
Looks like Iran struck the abandoned Safeen Prestige, a 23k ton, Malta-flagged container ship, previously hit on March 4th and abandoned. https://t.co/gs0BwcrHY2
China No Immediate Taiwan Invasion Plan, 2027 Unlikely
We break on China/Taiwan-- buried in IC Worldwide Threat Assessment: “Chinese leaders do not currently plan to execute an invasion of Taiwan in 2027, nor do they have a fixed timeline for achieving unification,” said the annual threat assessment, released...
Gulf Coast Crude Imports Hit Six‑year High Amid Gulf Disruption
U.S. CRUDE OIL imports into the Gulf Coast (PADD 3) surged to the highest for almost six years last week as refiners and traders prepared for a possibly prolonged disruption of exports from the Persian Gulf. Crude imports into the...
Procurement Grants Decision Power to Integrator Pre‑Hire, Sets Precedent
A sophisticated procurement group gave ultimate decision-making authority to a Big 4 system integrator, even before hiring them. This contractual term set a surprising precedent. #BusinessDeals #Procurement https://t.co/hfuilGy1cC
San Francisco Lags Sacramento in Closed Home Sales
What do you notice about San Francisco compared to Sacramento? These are closed home sales so far this month. https://t.co/BK12H6rwip
Swap LHAs for New Designs in Build Plan
Let's jump in on the build plan and replace our LHAs with these. (follow me for more impractical naval solutions)
EHRs Will Become Records; AI-Driven Action Layers Rise
Sharp take here from healthcare VC Sam Toole on the future of EHRs in an AI world. Do they become systems of record, and entrepreneurs can build systems of action that sit on top? Link to read the full piece...
Claims of Defense Mask Ongoing Iran Accommodation
Somewhat heroically presumes they will be "forced to defend it" rather than just accommodating Iran ... which is essentially what some of them and other key consumers were already doing?
MDA to Add Three Optical Sensors by 2028
@MDA_space to build/maintain 3 ground-based optical space surveillance sensors by 2028 to complement current 150-kg Sapphire sat, launched in 2013. Valued at CAD 32M ($23.4M), it's part of CAD 375M @NationalDefence Surveillance of Space 2 program, to include Sapphire successor....
Madagascar‑Flagged LPG Tanker Passes Iranian Checkpoint
The Madagascar?-flagged 74k m3 LPG tankers just entered the Persian Gulf, swinging through the Iranian Checkpoint. https://t.co/flNbjNxP6L