Red Sea Swarms with Tankers as Hormuz Remains Closed
MAP OF THE DAY: While the Strait of Hormuz remains largely closed (other than a few tankers, notably from India), the Red Sea is witnessing the arrival of an oil tanker armada to the Saudi terminals there. (Tracking via @TheTerminal) (Blue arrows are oil tankers DWT >120,000) https://t.co/uPTfxDu0j3
AA's Priority Boarding Promise Contradicted by Gate Agent
American Airlines Promises Priority Customers Can Board Any Time — One Gate Agent Made Up A Different Rule - View from the Wing https://t.co/5VufkjeJls
Government Claims 20% Health Insurance Cost Drop—Absurd
The most absurd number in CPI? According to the US Government, the cost of health insurance has declined 20% over the last 5 years... https://t.co/Iw2M0izZim
Trump’s Erratic Demands Jeopardize Hormuz Cooperation, Iran Outlasts
It’s hard to see how international countries will cooperate with Trump on keeping the Strait of Hormuz open after 14 months of erratic demands. It’s one thing for Trump to complain about paying for European protection (somewhat understandable) but asking...
Iran Conflict Triggers Massive Flight Cancellations and Higher Fares
The Iran war has forced the cancellation of TENS OF THOUSANDS of flights across the Middle East. Rerouted flights are burning more fuel and pushing ticket prices higher. TRUMP-NETANYAHU = A WAR TAX. https://t.co/xDKppRjcdi
Autonomous Maritime Defense AI: Next VC Goldmine
1/ Fully automonous + maritime defense AI Institutional Investor: "Could Be the Next Big Investment Opportunity in Venture Capital... "... https://t.co/NoMGiNKai6
Airline CEOs Push Congress to Fund Airport Security
US airline CEOs urge Congress to end standoff, pay airport security officers ~ this cannot be good for security at a time when we really need it. Also people are going to opt not to work for the government if...
Risk Lies in Unchanged Workflows, Not AI Contracts
The risk isn’t AI drafting contracts. It’s firms that never redesign their processes and just bolt tech tools onto broken workflows.
Variant Bio Hunts Rare Traits For
From a tiny idea in our Lux office to deal after deal... ...@VariantBio finding outlier people, with outlier traits, in outlier parts of the world to make outlier drugs. organ by organ ... https://t.co/I5fK8nzZb4
Mortgage Rate “Lockdown” Proven Myth by Data
The #Mortgage rate lockdown sounds reasonable, but it wasn't really a thing with all the data we have now. @housingwire @sarahteresa6 #realestate #housing #economics #chartdaddy
Diesel Tax Shift: Combustion Emissions Tax Gone, Production Charges Up
If you want to understand the issue w diesel prices, here's a graph of the emissions in a barrel of diesel from production to combustion. The changes in the last 13 months have eliminated the tax entirely on combustion emissions,...
Trump’s Naive Belief: Decapitation Yields Compliant Iran
Distinguished military historian Phillips O’Brien on the war in Iran: "[Trump] was boasting about American military power... He thought this would be relatively straightforward, [like] the Venezuela model... Kill the leadership, and get a leadership that is much more compliant." https://t.co/gV29tXCQYl
Support All 22 Clauses, Reject Single‑Issue Misrepresentation
I SUBMITTED my comments Parliament of Zimbabwe in support of all the 22 Clauses in the Constitution of Zimbabwe Amendment (No. 3) Bill. Don’t be misled by people like @freemanchari & @mawarirej who are reducing the Bill to a single...
Humanoid Robots Run Modular Coffee & Ice Cream Store
Modular Retail Store Where Humanoid #Robots Serve Coffee, Ice Cream, and Chat with Customers via @ZappyZappy7 #AI #Robotics #Innovation #Technology https://t.co/1UzJXAXfvS
Fujairah Resumes Oil Loadings, Prices Set to Rise
UAE's Fujairah resumes oil loadings after attack, sources say. Oil is still expected to open higher when trading resumes tonight https://t.co/PPrPe2zMLy
Four Launchers and AN/TPY-2 Radar Still in Korea
While the United States may have reallocated some interceptors from South Korea to the Middle East, as of March 12 there remain at least four launchers and the AN/TPY-2 radar on site. Lovely image from @planet. https://t.co/PJgsi28VXe
Confectionery Supply Chains Brace for Conflict‑Driven Shortages
Confectionery supply chains are bracing for shortage risk as conflict escalation impacts trade routes, freight and energy - pressuring ingredients + packaging inputs. Actions: rapid risk review, alternate sourcing, stronger visibility. #SupplyChain #Confectionery https://t.co/9CBpZa8x6A
Zimbabwe Prioritizes Rehabilitation, Mental Health in Crime Prevention
You are all misleading people with these comments… Zimbabwe now uses a CORRECTIONAL SYSTEM, the focus is on rehabilitating criminals & preventing crime. This is a MENTAL HEALTH issue & the @ZimFirstLady is the country’s Health Ambassador. She didn’t go...
Three Essentials to Close Any No‑Money‑Down Deal
the 3 things that close every no money down deal: – capabilities (your credibility stack) – capital (the structure that deploys zero) – closing (the process that controls everything)
Texans Pay 23% More Electricity Despite Lower Rates
Why do Texans pay 23% more yearly for electricity than Californians although the price of electricity in California is over twice that in Texas? https://t.co/JGaEoLb0aa https://t.co/eQRqKA42vz
Putin Uses Negotiations to Advance War Victory
Putin has never been interested in peace, he wants the negotiations to help him win the war
Goldman Sees 25% US Recession Risk as Oil Hits $100
Goldman just raised US recession probability to 25%. Oxford Economics says $140 oil triggers recession in the eurozone, UK, and Japan. Brent is at $100 and the Strait of Hormuz is still closed. https://t.co/7yjIA43hkG
Quick Cheat Sheet: Airline Carry‑On Size & Weight Limits
Carry-on Limits Cheat Sheet (Major Airlines) Quick reference to carry-on size/weight and personal item allowances for major airlines. 👉 https://t.co/XDQtgMhUmy #solotravel #solotraveler #solotraveling #travelingsolo #travelingalone #travel
The Strait of Hormuz Remains Insecure Despite Security Claims
Can the Strait of Hormuz really be secured? GeopoliticalGuy | Substack https://open.substack.com/pub/geopoliticalguy/p/can-the-strait-of-hormuz-really-be?utm_campaign=post-expanded-share&utm_medium=web #Iran #Hormuz #MiddleEast
Learn First Aid Now—It Could Save Lives
Know this isn’t my usual sleep content and I’m not sharing this to upset or scare you- promise. But I REALLY would like to encourage you to look into doing a first aid course or at least read up on...
Australia Seeks Foreign Gas Investment Amid Middle East Turmoil
Australia is lobbying for more overseas investment in its gas resources as the Middle East conflict riles energy markets 🇦🇺💰 https://t.co/GpZPpkrjwB https://t.co/pVWyatVjys
Regional Housing Markets Shape Inflation Perceptions
I’m convinced that a lot of people’s views on inflation right now are driven by whether they live in the Sun Belt (experiencing housing deflation/disinflation) or NY/SF.
Chinese Films Lead 2026 Global Box Office Top Ten
Global #BoxOffice Top10 2026 releases ONLY #Pegasus3🇨🇳$616.4M #WutheringHeights 🇺🇸$226.4M #BladesOfTheGuardians🇨🇳$198.9M #SilentAwakening🇨🇳$187.9M #Scream7 🇺🇸$176.9M #HOPPERS🇺🇸$164.7M #GOAT🇺🇸$162.8M #BoonieBearsTheHiddenProtector🇨🇳$150.4M #SendHelp🇺🇸$93.4M #TheKingsWarden🇰🇷$86.7M https://t.co/hVNSja7l3q
China’s Air and Naval Surge Near Taiwan Raises Tensions
Taiwan’s defense ministry just reported 26 Chinese warplanes (16 crossing into its ADIZ) and 7 navy ships near the island on March 14. A big surge after quieter weeks. Tensions rising again? No invasion signs yet, but staying vigilant. #China #Geopolitics Photo Credit:...
Historian Calls US Iran War Strategy Shoddy
Military historian Phillips O’Brien on the problems the US is facing in executing its war in Iran: "It reveals a lot of the shoddy nature of the strategic planning." https://t.co/qS1gZLapCT
Cargo Ships Revive Wind Power for Sustainable Shipping
Wind Power Returns: Cargo Ships Harness the Breeze Once Again by @QuantumTech_X #Sustainability #RenewableEnergy #CleanEnergy https://t.co/l5I1nuSoYx
Dynamic Evaluation Framework for LLMs in Patient Care
Our new @NatureMedicine paper proposing a path for better, dynamic evaluation of large language models for patient care https://t.co/VHvyxDFKuc CES-clinical environment simulator @pranavrajpurkar https://t.co/Q9tyeupEk3
FCC Officials Let Fox Twist Amid License Seizure Attempt
Of course, @AGomezFCC never said this when she and fellow Biden appointee @JRosenworcel let @FOX29philly twist in the wind for 18 months while a left-wing group tried to seize the @FCC operating license from the Murdoch-owned station. Had the @MAD_Democracy...
Industrial Carbon Price Doesn't Raise Pump Diesel Cost
The industrial carbon price doesn't apply to diesel at the pump. If you think it adds 30c/l to the cost of production and refining (where it actually applies), you simply have no idea about the emissions profile of a litre...
Pentagon Predicts Iran Conflict Will Last 4‑6 Weeks
A top aide to President Donald Trump said the Pentagon estimates the Iran war, now in its third week, would take between four and six weeks Oil and gas traders: https://t.co/2Lh3zW2EXR
Trucking Excluded From Industrial Carbon Pricing, Not Covered
Has he really been writing on this for a year thinking that trucking is covered by the industrial carbon pricing regime? They're not. Large, point source facilities are covered and that does not include trucks nor does it include most...
Rate Lock‑In Suppresses Millions of Home Listings
The mortgage rate lockdown theory has not existed in the data since 2022, as nobody would sell their low rate to buy another home. https://t.co/E2q1j8TMjQ
Quebec Taxes Diesel, Federal Carbon Price Spares Truckers
Quebec's carbon price applies to diesel fuel. The federal carbon price does not. Truckers, from the perspective of carbon pricing, were consumers. The carbon price for consumers was zero-rated a year ago.
Judge Blocks Trump's DOJ Subpoenas to Fed, Citing Harassment
A US federal judge has blocked subpoenas issued by Trump’s Department of Justice to the Federal Reserve. The judge cited “thin evidence” and the intent to “harass and pressure [Fed Chair] Powell.” TRUMP’S THREATS = BACKFIRE. https://t.co/sPyzhpBuf5
Democratic FCC Member Pushes Back on Carr's Broadcaster Threats
Lone Democrat on the FCC responds to Republican Chairman Brendan Carr’s threats to broadcasters: https://t.co/e9xfRAbUII
Solid Team Performance Despite a Few Missteps
Great run today with a solid team. Made a few bad choices but overall happy with how I played. https://t.co/m3c70WgCPj
Shipping Confidence Hinges on Iran Conflict Ending Soon
Ok but the real question is when will shipping feel confident enough to return to normal?
France Declines Warships; China Unlikely—Who's Left?
I take it France is a no on War Ships coming to help. I can't imagine China says yes. Who do we have left?
War Likely Extends Three Weeks as Trump Holds Off Deal
Israeli And U.S. Officials Indicate War Could Go On For Another Three Weeks Trump says he's not ready to make a deal while Israel says it still has thousands of targets to hit. Back to updating live: https://t.co/qVHXbLrl9H
China's Commodity Markets Roiled by Fuel Ban, Iron Ore Dispute
It was a big week for commodities in China. On the iran war we had a refined fuel export ban and a request to access commercial reserves. Meanwhile the China, BHP iron ore saga exploded into life again
Young Trader's £827M Blunder Toppled Britain's Oldest Bank
At 25, he was running a trading desk. At 28, he caused £827,000,000 in losses and collapsed Britain’s oldest merchant bank.
Pre‑Conflict 2026 Mortgage Locks Hovered
To give you an idea of what levels were rates locked in 2026 before the conflict started, a bunch of rate locks came in at 6.20%-6.35% @housingwire @sarahteresa6 #mortgagerates #housing #realestate #chartdaddy
Singapore Airlines Slashes Award Tickets 30% for April
Singapore Airlines Just Cut Award Prices 30% For April — Including New York, Los Angeles, San Francisco And Seattle - View from the Wing https://t.co/gRW4bh4YEY
Bezos Reveals Washington Post Layoffs Over Lavish Lunch
Bezos discussed the dramatic layoffs and change of direction at The Washington Post over a lunch of pecan-crusted halibut, sliced steak medium-rare, patatas bravas and sautéed vegetables. https://t.co/A4ZCdTp23E via @NYTimes
Lennar Sees Modest Tariff Impact as Costs Fall
After initial have a concerned reaction to tariffs back in spring 2025, most giant public homebuilders walked back their tariff concerns last summer. That commentary shift reflected a combination of factors: some of the proposed tariffs didn’t ultimately go through,...