Delta's 20‑Minute Bag Guarantee Gets New Restriction
Delta has a great 20-minute bag guarantee, offering bonus miles if your checked bag doesn't arrive punctually. Unfortunately we've just seen a major new restriction added to this. https://t.co/Scn0aq3VzT
Coca-Cola Leverages ‘The Devil Wears Prada 2’ for Product Placement
Coca-Cola plans to serve up Diet Coke and SmartWater in 'The Devil Wears Prada 2,' and use tie-ins with the movie to drive conversations about its drinks.... https://t.co/8apnCYoH31 via @variety
FAA Halts O'Hare Expansion, United Takes Biggest Hit
FAA Just Froze The O’Hare Arms Race — And United Is The Biggest Loser - View from the Wing https://t.co/tbGjmbHAQW
2026 Home Sales May Edge Up, Not Boom
Will Home Sales Improve In 2026? Almost Certainly Yes: Because They Just Couldn't Get Any Worse When some Regions hit 30 year lows in Home Sales it's just reasonable to believe the case for a SMALL increase is real But nobody should...
Control of Hormuz Determines Global Power Shifts
I’ve found that most wars are filled with surprises, but the stakes of this conflict are obvious: it all comes down to who controls the Strait of Hormuz. We’ve seen this pattern before—with the Dutch in the 17th century and the...
Sweden Mandates Permanent Hires After Two Years
Incredibly, Sweden passed a staffing law that went into effect--I'm not making this up--Oct 2022. It requires temp/staffing firms to offer permanent positions after 24 months, & there's legal speculation there it might apply to consulting firms too. 1/2 https://t.co/xwN37kW7ne
Rising Tanker Traffic Could Shrink Brent's War‑driven Risk Premium
Great piece by @MelissaLawford in @Telegraph on tanker traffic through the Strait of Hormuz and what's going on in global markets. Brent is up 42% from before the war, a big risk premium. As oil tanker traffic picks up, this...
Two‑tier System Reshapes Oil Transport Through Hazardous Seas
THE ROAD LESS TRAVELED, OR THE WATERS MORE MINED The emerging two-tier system for moving oil through dangerous waters https://t.co/tMC9TJnD8s https://t.co/toqDQepMPK
Apply Proven Futures Methods to Shape
Analyzing the future of medicine and healthcare, especially during the rise of digital health and artificial intelligence, should rely on established futures methods that the discipline of futures studies has been using for decades. By employing such methods, healthcare professionals,...
Crafting Tech Growth Stories with Elite Data & Talent
Work with very smart people, on top of a dataset that reporters would kill for, to tell stories about economic growth and technology, with very high cultural appreciation for craft.
Former PLA J‑6 Drones Now Stored as China Advances
In this case, I think it is more likely that these are J-6 drones formerly used by the PLA that have since been withdrawn and are now stored. Chinese drones have moved on…
Weapon List Reveals Civilian‑targeting Actors, Urges Sanctions
A great list of weapons and their components used to attack civilians and civilian areas in Ukraine. It would make a great addition to sanctions lists for Russia, Iran, and North Korea. There is a list of those who target...
Trump Pushes Drug Pricing Overhaul Despite Congressional Resistance
The Trump administration is "gearing up for war" to push Congress to codify its drug pricing policy — despite little appetite for it on the Hill. Still, the pharma industry sees risk in the back-and-forth. https://t.co/DR2LotvXFq
Judge Warns Parties to Preserve Communications Amid DOJ Antitrust Scandal
It seems the judge in the Ticketmaster case, Arun Subramanian, is aware of the alleged corruption at DOJ Antitrust. He told settling parties to retain all communications. https://t.co/6Tuq2gxAJi
Trump Administration Tightens Grip on Iran War Coverage
Trump Administration ramps up press pressure over Iran war coverage —Broadcaster license threats —Disparaging rhetoric —Tightening grip over Stars and Stripes —Denying photogs Pentagon press briefing access —Using VOA to urge Iranians to rebel @axios https://t.co/kRuCYUk6Uc
Private Credit Defaults Surge to 9.2%, Outpacing 2008
Private credit default rate just hit 9.2%. That's higher than 2008 bank loan peaks. $1.8 trillion in assets, $100B in secondary liquidity. 18:1 mismatch. When exits close, panic starts. https://t.co/PTz3djlLMl
API Energy Leaders Featured in AMPP Pipeline Report
@APIenergy 's very own Allyson Cutright and Jeff Barron are published in the latest edition of the Association for Materials Protection and Performance's U.S. Pipeline Industry Report. https://t.co/NWJzGkTyTp https://t.co/dIbQDzX74t
Trump’s Missteps Reveal Diplomacy’s Critical Role
Trumps learns the hard way the importance of diplomacy and soft power… GeopoliticalGuy | Substack https://bit.ly/4rAmIyw #Geopolitics #Iran #NATO #Hormuz #Trump
Watch Taiwan Firms for Early AI Server Supply Signals
The best way to get an early heads up on AI server supply is to watch Taiwan companies. What’s even better is that they all report revenue monthly. This week I’ll be emailing out a masterclass on Tracking the Global...
Airship Revival: 21st‑Century Renaissance Takes Flight
A 21st century Renaissance in lighter-than-air vehicles? Mark Piesling examines progress in airships #avgeek https://t.co/UvkccWNHnw https://t.co/LIzyTaTGGt
Reno Attracts Californians Fleeing Sky‑High Housing Costs
This is your #Reno divorce. USA's "Biggest Little City" reinvents self as landing pad for #CA folk fleeing its punishing #realestate costs. Nearly 43% of https://t.co/znHzv7tFly's views from Cal people checking out Reno listings. #gaming #mortgage #NV #tax https://t.co/YQQyepFBwX
20-Year Government-Leased Sierra Leone Land Rich in Gold, Diamonds
Hello Chris Fralic, I hope you’re doing well. I’m reaching out to present a valuable investment opportunity in the mining sector. I currently have access to a 5,000-acre parcel of land in Sierra Leone, officially leased by the government for a...
Builder Pros Succeed by Mastering Two Key Principles
As a lender with 20 years of experience in the real estate game, I’ve seen a lot of builder rookies and a lot of builder pros. The pros, like @kaeserbuilding and official.pbg, focus on these two keys to success. With @thesteveafra #newconstruction #luxuryhome...
Ettienne Brandt Named Astound CEO Amid Google Fiber Merger
Ettienne Brandt, a vet of both broadband and mobile, is the new CEO of Astound Broadband, which just struck a deal to combine with GFiber (@googlefiber). Brandt most recently led Frontier's commercial business unit. @Light_Reading https://t.co/QQkVv0H6y6
Baltimore's Light Rail Replaced by Bus After 25‑Year Delay
After 25 years of planning, Baltimore will most likely get a bus instead of a light rail line that was already approved and shovel ready in 2015 because Governor Hogan cancelled the project to shift money to road projects. This...
Afghanistan Blames Pakistan for 408 Deaths, Pakistan Denies
Afghanistan says Pakistani airstrike killed 408 at Kabul drug rehab centre, Islamabad rejects charge https://t.co/zS7dubYXa3
Banks Hoard Liquidity yet Shun Discount Window in Crises
The growing calls for Discount Window reform are being driven, in part, by a paradox in the post-GFC liquidity framework: banks are encouraged to hoard liquidity in normal times but hesitate to use it during stress. Details in my latest...
Atlanta Residents Share This Week's Gas Prices
If you live in Atlanta, what prices have you seen this week for gas? I’m trying to see something 👀👀
Disney Appoints Ex‑Google Product Chief to Lead Streaming
🔥 The most interesting/exciting part of Disney's leadership reorg that is not getting talked about is that former Google/YouTube chief product officer Adam Smith has been elevated to co-head of Disney's DTC businesses. Placing a tech/product person, without legacy...
Commodities Surge as Mining Gains S&P Spotlight
"Mining today represents just 1% of the S&P 500." — @robert_ivanhoe, remarks in the Oval Office #NotSustainable. Tomasz Nadrowski’s new book Mineral War and @ctindale's viral Return of Matter thesis frame the challenge: stateless (financial) capitalism vs. state (material) capitalism. China has mastered the industrial middle - Processing. Refining. Smelting....
New Forsytes Reboot Rivals Damian Lewis Classic
TV Talk: @masterpiecepbs reimagines #TheForsytes saga yet again. How does it compare to the Damian Lewis version from early aughts? Via @TribLIVE https://t.co/Dnrz8BcYhb https://t.co/ZUKyjiSdbd
Tech Tenants
#Optiver is 115KSK today in #MidtownSouth but what w/it be in 5 years? 2x that? 3x that? More? Less? $BXP bets big at 450KSF #360PAS on growing #tech tenants. Underlining pull of #MadisonSquarePark to brand-conscious occupants. #NYC #realestate #CRE #REIT...
Russia Loses More Ukrainian Ground than It Gains.
‘Black Bird, a Finnish war-monitoring group, said Russian troops in February lost more Ukrainian territory than they captured for the first time since November 2023. But Russian soldiers have advanced in other areas, including at the southern edge of the Zaporizhzhia...
Brent up 42%, Now Mirrors Post‑Ukraine Invasion Levels
The Brent oil price is up 42% from before the war. This shock has spilled over into all kinds of other things, but what spot and options now markets price (blue) is basically on par with what we saw after...
Stewart Hosts ‘Trumps’ Panel to Debate Iran War
Jon Stewart Invites Panel of Trumps to Debate Iran War | The Daily Show https://t.co/IUdEWMOLDC via @YouTube
NFL Rights Deal $1B More for 2033 Certainty
What's $1 Billion More, if NFL Certainty Through 2033 is of Paramount Importance? Ultimately, each NFL media rights partner will have to decide whether they can envision life without the NFL beginning in 2030 (TLDR: doubt it) https://t.co/sBcrU0H3Og
Axios Trims 11 Staff From News, Visuals, Social Teams
NEWS: Axios is cutting 11 people across national, local, news desk visuals and social: https://t.co/AI0axckRVT
Greece Moves to Ban Social Media for Under‑15s
Greece is preparing a social media ban for children under 15 https://t.co/ecC5EHELKU via @NikasSotiris @PaulTugwell1 @flacqua @v_dendrinou https://t.co/yQMDvO18wa
Paralysis Patients Type Using Brain‑computer Interface
A brain-computer interface allowed people with paralysis to type with their minds https://t.co/W5icU6ye8c via @statnews
Germany Declines Hormuz Escort; High Oil Prices Reflect Policy
Germany just refused to join the Hormuz escort coalition. "We lack the mandate." $100+ oil isn't a blip. It's a policy choice the West keeps making by not making one. $WTI https://t.co/hftmXwpdXG
Global LNG Market Visualized in New Interactive Map
Kate Mackenzie and Tim Sahay at Phenomenal World posted this nice map of the global LNG market. It's featured in today's Chartbook Top Links: https://t.co/hQaQMt4GjH
ASTS Clears Technical Hurdle, Targets Six Satellites Monthly
$ASTS just crossed the Rubicon With the largest commercial antenna ever deployed now operational, the technical risk is gone. Focus shifts to a production cadence of 6 satellites per month. Pitch by @CrossroadsOnX https://t.co/djAsgaqhct
WApo Urges Bipartisan Push to Dismantle the FCC
WaPo: "In a perfect world, liberals would take the same lessons from Carr’s attempted abuses, and a bipartisan coalition would vote to abolish the FCC." Brendan Carr, minister of truth https://t.co/gPDLo5KUFy
Mechanical Forces: Emerging Tools for Diagnosis and Therapy
Mechanical forces play essential roles in biology. Measuring and controlling these forces represent emerging strategies for disease diagnosis and therapeutic intervention, to complement more traditional approaches. This review article, published today in Nature Reviews Bioengineering (https://t.co/byKGFuVFLH), summarizes the status of...
NV Office-to-Residential Surge Challenges Portfolio Strategies
The TSA HQ in Arlington is becoming 637 apartments. Down the road, 675 units just opened in a converted Falls Church office park. Northern Virginia’s office-to-residential wave is moving fast. Is your portfolio positioned for it or exposed by it? #commercialrealestate...
Roche Launches Biggest Hybrid‑cloud AI Factory with Nvidia
At 3,500+ Blackwell chips, Roche is building the "largest announced hybrid-cloud AI factory" in biopharma with Nvidia: https://t.co/99Eih7EnRD
EVTOL Preliminary Design and Validation Case Study Released
New on the @AeroSociety YouTube channel - #eVTOL Aircraft Preliminary Design & Validation – A Case Study #avgeek https://t.co/gZ2cUoDiih https://t.co/2eFUq9flrb
OpenAI Pivots to Renting AI Servers, Restructures Stargate Team
OpenAI is reportedly restructuring its Stargate computing team, coming alongside a shift in strategy to renting more AI servers rather than building its own data centers https://t.co/GcaUtwhISO #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/lt4ueogRAC
Peptide Drugs Require Robust Safety and Efficacy Evidence
In response to suggesting peptide drugs should have good evidence on safety and efficacy in order to weigh the risks and benefit…
AI Moves From Emails to Controlling Physical Infrastructure
AI writing emails was just the warm-up. The real disruption came when #AI started running factories, warehouses, and infrastructure. In other words: AI got hands. Great conversation at #SXSW with @shantnu, Nadia V. Gil, and @roopaonline. #Innovation @sxsw https://t.co/tFEVwM0qvh