Colt CZ Thrives with Dual Listing, Cheap Valuation
Colt CZ $CZG still going strong. Easy thesis: > 🇪🇺 & 🔫 ✅ > Prague listing ❌ (great city though) > Near-term dual listing plans ✅ > Still hsd EV/EBITDA vs 15-20x for Euro peers ✅ https://t.co/Rdpy7mDI7L
Civilian Ferries Dramatically Boost Amphibious Lift Capacity
"Mr Shugart said that while the ferries were not purpose-built warships, their sheer numbers mattered. "Dedicated amphibious ships are limited," he said. "But if you can draw on a large civilian ferry fleet, you expand your lift capacity dramatically."" https://t.co/4hzqrhSqWy
ECB Vice Chair’s Decarbonization Push Looks Futile
ECB vice chair taking time out of his day to write about decarbonization sorry europe, you’re never gonna make it https://t.co/DDnNTorRwy
Fund NIH Trials to Validate Unapproved Peptide Safety
I thought this was an excellent, balanced article on the current state of unapproved peptides from a safety and regulatory perspective by @AnjeanetteDamon in @propublica https://t.co/DbA8cdvTY5 The fundamental problem is that we don't have quality data on safety or efficacy for...
Half‑Billion Dollar Jet Exposed, Satellite‑Guided Weapon Hits It
“...What on earth was this half-billion dollar airplane doing sitting right out in the open, where commercial satellite imagery can see exactly where it was and target a weapon onto that, which apparently they did,” said Tom Shugart... https://t.co/rsnIuBIpuk
Congress Targets Rare‑Earth Magnets, Threatening US‑China Ties
#MATCHAct very real danger to bilateral relationship, + for US firms facing REE/magnet-related issues. Beijing would respond harshly if some version moves forward. From Coordination to Constraint: Congress Eyes a Memory Squeeze on China—and the World https://t.co/y1sG4ZDOZo https://t.co/oZ3fvm8npl
AI Intelligence, Not Weapons, Drives Modern Security Race
AI is quickly becoming a national security priority because intelligence, not just weapons, is shaping how modern conflicts are won or avoided. As countries invest heavily, the real race is about who can build and control these systems at scale....
Indonesia's New Rating System Mislabels Games, Sparking Confusion
Indonesia's new Game Rating System went live on Steam recently, causing confusion among gamers and developers after games for children ended up with an 18+ rating and vice versa. Here's what you need to know, what comes next, and the...
Lower Cut‑off Grade Could Boost Kate Deposit Silver
.@ViscountMining $VML.V $VLMGF to re-analyze Kate Deposit in Colorado. With silver prices now ~$73/oz a lower cut-off grade could significantly boost contained silver ounces in this near-surface epithermal system. fully funded 2026 drill program.
Enjoying 14D‑9s to Identify Companies A, B, C
I'm sure this is a favorite thing for other people to do, but I love reading 14D-9s and guessing which company Party A, B, or C is based on their behavior. $TERN $MRK
Safer Together Plan Prioritizes Nurses' Physical and Mental Health
The Safer Together National Action Plan includes protecting #nurses + healthcare workers physically + mentally, it may hold it all together. 🎧 Episode 132: Safer Together | The #Nurse Well‑Being Imperative Apple: https://t.co/6yY7RbqjRc Spotify: https://t.co/j3wvzMNTbL @ANANursingWorld @TheIHI
Logistics Tech Thrives While Procurement Stays Stuck
Walk into any modern warehouse: impressive tech, slick operations. Now try finding that warehouse as a shipper: cold calls, outdated directories, gut feel. The internal machinery of logistics is miles ahead of how it gets bought and sold. New episode 👇 https://t.co/VRCyCBQ7lz
Cyclists Outnumber Drivers Stuck in Traffic
The number of peeps on bikes often outnumber the number of peeps pictured parked in roadways of traffic not moving, and pictured parked across intersections of traffic, also not moving
Aris Mining Q1 Gold Production Surges, Targets 500k Oz
.@ArisMining $aris Q1 gold production: 74.3 koz up 6% QoQ and sharply higher YoY, driven by Segovia performance and Marmato output. Gold sales revenue topped $360M at a realized price of >$4,860/oz! 2026 guidance: 300-350 koz (H2 weighted), on track toward...
Oxytocin Reverses Isolation‑induced Neuropsychiatric Deficits via Brain, Immune, Microbiome
Oxytocin attenuates isolation-evoked emotional and social behavioral dysregulation through neural, immune, and microbiota mechanisms "Our study confirms the therapeutic effects of OXT in reversing isolation-induced neuropsychiatric disorders and elucidates its potential regulatory mechanisms, offering important implications for clinical interventions." https://t.co/hXkWRD1gMV
Use Bonus Scenes to Grow Your Author Newsletter
How to build a newsletter when you’re just starting as an author… I will always suggest adding bonus scenes to the end of your books to newsletter build. It builds your list with organic, already invested readers… But what if...
SNY's Atopic Dermatitis Candidate Fails; NKTR Rem
$SNY next-gen atopic dermatitis drug failed in P2b. Missed primary endpoint. MOA was IL13xTSLP. Now what have they got to follow up dupi if (when?) they discontinue amlitelimab? $NKTR 👀 🤷🏻♂️ Remains the only new MoA...
Iran Rejects US Talks, Threatens Saudi Power Cut
🚨 Senior Iranian official JUST told Reuters: ✅ There are no negotiations with the US. ✅ US wants Iran to surrender under pressure. ✅ US must be flexible to get flexibility from Iran. ✅ Saudi and other power plants will be struck if Iran's...
Hungary Still Relies on Russian Oil, Unlike Europe
Hungary imports about 90% of its oil from Russia. I can think of at least ONE reason why other European nations no longer do the same...
Manufacturing Surge Signals Start of New Cycle
He missed the most important part of the story - the strongest part of the report was upstream, not downstream. Upstream is manufacturing, downstream is retail. Upstream was much stronger than downstream, which was the opposite during the Great Freight Recession. This...
President's War Rhetoric Endangers Innocents, Shows Reckless Leadership
“A whole civilization will die tonight, never to be brought back again.” The President of the United States posted this to the world today about Iran. I sat in that White House. I worked national security. You do not talk about war...
U.S. Ops Show Resource Drain, Not Maritime Power
Counterpoint: no, it isn't. None of those operations in any way demonstrate U.S. capabilities in a high-end peer-on-peer conflict in a largely maritime theater. If anything, it demonstrates the U.S. expending scarce readiness and resources against someone other than China.
Soybean Speculators’ Long Stance Fueled by Rising Crude
Bullish Soybean Specs May Depend on Higher Crude At about 19% of open interest, soybean complex managed money (hedge fund) positions are the most net long in roughly three years. Are speculators too optimistic despite a supply glut from Brazil? My...
Flatiron Building's First Luxury Condo Listed at $58.5M
It's a new day at the #FlatironBuilding, as handsome 20th century #landmark begins its new life as lux #condos. 1st unit goes, entire 21st floor, w/had a $58.5M ask. #OlshanReport #NYC #FlatironDistrict #realestate #CRE #23skiddoo #mortgage https://t.co/oqZffAFrR3
Trump's 100% Pharma Tariffs Threaten U.S. Drug Prices
Spent last year deep in supply chain security for my book—pharma near the top of the list for policymakers globally. Excited to dig into Trump's latest tariff announcement with @TomBollyky, one of the leading voices on trade, security, and public...
From Giants' Shoulders to Moon's New Foundations
Your whole life you hear about the shoulders of giants. Then one day you wake up and find you're the shoulders. Four broad new sets of shoulders just orbited the Moon. Imagine how many more will stand upon them. nasa canadianspaceagency #Artemis
Corn Speculators Near Peak Longs as Prices Hover $5
Corn Revisits $5 With Specs Long, Gas Falling At about 15% of futures open interest, net-long corn speculators may be overly optimistic for higher prices. My graphic shows spec longs approaching last year's 1Q peak near 18% -- about when the...
Family Offices Shift to Fractional Talent, Cutting Costs
Bill Ackman replaced his $1M family office legal counsel with a fractional alternative This signals a wider trend in the family office world Families are embracing a hybrid / virtual models Fractional talent Small central teams Lean costs
Ground Invasion of Kharg Island Likely After Deadline
If I were betting, I’d say that after today’s deadline, a ground invasion of Kharg Island is coming. That would align with today’s bombing of the island; a serious escalation without targeting civilian infrastructure. And Trump would have succeeded in...
Freight Data Signals Early Manufacturing Upswing Ahead of Indicators
I am not an economist, I simply read off the the high frequency data and our channel checks tell me at the time and relay that info. Freight is upstream to demand, so to a casual observer, it appears as...
Tesla's March Sales in Germany Surge 315%
Tesla just had its best-ever March in Germany with 9,252 registrations, quadrupling year-over-year. +315% YoY +307% MoM +355% vs December & the Q1 2026 was the best quarter for Tesla Germany in the past two years. Read more: https://t.co/aFULt3uVrH cc @elonmusk, h/t @piloly
Fox Embeds Betting Data, Blurring News and Prediction Markets
When I wrote this in November about the logical conclusion of prediction markets in media—ie, Fox News hosts doing branded segments about how viewers could make money on political bets—I was joking. But these days, the line between parody and...
AI Agents and Content Slop Could Kill Social Media
There's a very real chance that social media dies because of AI agents and an overwhelming amount of SLOP.
European EV Sales Surge 50% Across Top Six Markets
"EV sales in the six biggest car markets in Europe. The growth is close to 50% year over year. No further questions, your honor." ⚡️⚡️⚡️ #alwaysbecharging https://t.co/K95RQb1iIc
CEO Kazimi Explores Computation, Chemistry, Culture in Drug Discovery
Computation, Chemistry & Culture for Drug Discovery: Nimbus Therapeutics CEO Abbas Kazimi is the latest guest on The Long Run. Sponsored by @AlphaSenseInc and Dash Bio. https://t.co/XCysW6El1o
Car Ownership Will Become Obsolete in the Future
@dkhos talks about how it won't make sense for people to own cars in the future. https://t.co/6sS5KPDUVF
AI Connects Supply‑Chain Data for Real‑Time Traceability
Supply chains generate continuous streams of operational data across production and compliance processes. AI links these signals along the product journey, enabling traceability and faster response when disruptions, regulatory checks, or trust issues appear. Microblog @antgrasso https://t.co/3hL4Zo8l2r
Indian Airlines Face Crisis, IndiGo Plans Massive Fleet Expansion
Enjoyed reading this sharp analysis by @menakadoshi in today's @business India newsletter. 'Indian aviation faces its toughest period yet, exacerbated by regional conflicts and persistent profit pressures, prompting leadership overhauls at the country's two major airlines. The Iran war has shut...
U.S. Housing Stock Ages, Maintenance Needs Surge
America’s homes are increasingly old and in need of maintenance. Chartbook Top Links of the day just dropped: https://t.co/MDu3qSirg2
One Clear Path, Consistent Steps Lead to Freedom
Which one are you starting with? 👇 Most people aren’t as far away as they think… You don’t need 100 doors.�You don’t need to “get rich quick.” You just need a clear path—and consistency. 30 rentals.�10 coliving spaces.�5 Airbnbs.�2 mobile home parks.�1 assisted living...
US‑Iran Conflict Reignites with Kharg Island Strikes
US IRAN war starts again | Kharg Island Strikes . . #stockmarket #ipo #stocks #options #usiran
Photonics Emerges as AI’s Next Data Bottleneck
From Copper to Light: The Critical Bottleneck Reshaping AI Infrastructure 🧵 Photonics is becoming one of the most important AI bottlenecks. Compute is scaling fast, but moving data between GPUs is now the harder problem. Copper hits power and bandwidth limits....
Anthropic Secures TPU Capacity, Signaling Compute Diversification
.@Anthropic inks deal with @Google, @Broadcom for TPU capacity https://t.co/FCwUyLMN3c >> Congrats. Compute restrictions are real and supplier diversity is critical. Inflection point for Google TPUs going beyond @GoogleCloud. #NextGenApps by @LDignan
IEA: Hormuz Blockade Crisis Exceeds All Past Oil Shocks
PARIS, April 7 (Reuters) - The current oil and gas crisis triggered by the blockade of the Strait of Hormuz is "more serious than the ones in 1973, 1979 and 2022 together", Fatih Birol, the head of the International Energy...
Zoning, Permits, and Costs Stall California’s Housing Boom
Very important question: If YIMBY/Abundance is winning in California, why isn't the state building more homes? Brian Hanlon (@hanlonbt): "The main reasons we don’t have housing come down to three basic things." - First, zoning. It’s illegal to build dense housing...
Liberia Ship Registry Demands Tougher Seafarer Checks
World’s Largest Ship Registry Calls for Stricter Seafarer Checks Amid Rising Sanctions Risk @LISCR_LLC: “The regulatory environment has changed, and the industry must adapt,” said Alfonso Castillero, CEO of the Liberian Registry. “We are setting a new standard for the industry...
Global Trade Will Outgrow Reliance on Hormuz
The future of global trade won’t depend on the Strait of Hormuz via @FT https://t.co/Xiqe7HbQuN
Higher Protein Intake Reverses Sarcopenia in Elderly Women
As a medical school professor, the protein recommendation I was taught -- 0.8 g/kg body weight -- is actively harming older adults. New data proves it. A 2025 Frontiers in Nutrition trial randomized 126 elderly women with sarcopenia into two groups...
Future Wars Will Boost Tech Dependency; Europe Lags
And the dependency will grow in the future, since war will become even higher tech, and Europe is still only talking about investing in tech
U.S. Industry’s Shift to Natural Gas Cuts Global Price Exposure
The US was far more reliant upon petroleum in the 1970's for industrial fuel and products than we are today, compounding the price shocks of the embargo. Natural gas is more prevalent for industry today and US natgas prices are...