Social•Mar 5, 2026
Clients Pay for Judgment, Not Just Legal Knowledge
Clients don't pay for legal knowledge necessarily. They pay for the judgment to know what to do with it.
By Colin S. Levy
Social•Mar 5, 2026
Firms Use Repo‑Like Loans to Hide Debt
“The firms are using repo-like loans from one particular investment bank to mask debt, the letter says.” https://t.co/YLQH5cPi6f
By Eric Wallerstein
Social•Mar 5, 2026
Trump Pushes Taxpayer Subsidies for Global Oil Industry
"OUR newfound oil in Venezuela" Also, President Trump very clearly calling for taxpayers to subsidize the global oil and gas industry by providing insurance, financial support, security escorts, etc. Fascinating.
By Michael E. Webber
Social•Mar 5, 2026
MEDITECH Showcases AI-Driven Interoperability for Universal Care
Tech equity means every clinician, every patient, every setting. See how MEDITECH is bringing AI + interoperability to rural & urban care at #HIMSS26 👉 https://t.co/fz78ijGID8 📍 Booth #5031 @MEDITECH #HIMSS26 #HITSM
By Colin Hung
Social•Mar 5, 2026
Eli Lilly Courts Employers to Expand Obesity Drug Access
Lilly targets employers in new bid to broaden access to obesity drugs https://t.co/Y6fmcmTcf1 @ByJonGardner $LLY $NVO #obesity
By Ben Fidler
Social•Mar 5, 2026
Press Bravely Brings Middle East Images Amid Risks
Grateful for the work of the press bringing us images and facts out of the Middle East despite tremendous risks. Here CNN now in Iran heading toward Tehran. https://t.co/vjNd08oIbb
By Jason Kint
Social•Mar 5, 2026
All Cloud Infrastructure Booms as Data Demand Explodes
AWS and Azure both surging simultaneously. Oracle climbing. Elasticsearch tripled. It's not one cloud winning. It's ALL infrastructure growing as data demand outpaces capacity. The foundation layer is on fire.
By Yves Mulkers
Social•Mar 5, 2026
Psychological Warfare Aims to Defect Iranian Forces
Important report if true. War is a contest of wills. Beyond the targeting, the psychological efforts (cyber, texts, TV)/messaging by the U.S. and Israel to encourage IRGC, Army, Basij, police and others to lay down their weapons, not show up,...
By John Spencer
Social•Mar 5, 2026
China's Rise Threatens US Gene Therapy Market
China competition is coming for the US's multimillion-dollar gene therapies -- a must-read from @Jared_Whitlock about what's happening there and how it will affect access around the world: https://t.co/F7KaMv3Kkp
By Drew Armstrong
Social•Mar 5, 2026
Agentic AI Will Transform Care Models, Hospitals Must Act
Agentic AI will automate tasks today — and redesign care models tomorrow. Hospitals & plans can’t afford to ignore this shift. Read the article 🔗 https://t.co/iAzZysMNQp And continue the conversation with NTT DATA at #HIMSS26 🙌 @NTT_DATA_NA #AgenticAI #HITSM
By Colin Hung
Social•Mar 5, 2026
Home Sellers Relist Fastest in Decade Amid Low Supply
Home sellers are relisting properties at fastest pace in a decade, but spring supply is still low https://t.co/nuOAzLHBun
By Diana Olick
Social•Mar 5, 2026
Manufacture Quality Homes Directly in Desired Neighborhoods
Even more novel idea: Use manufacturing to build NICE housing in the places people want to live https://t.co/gmQAr9C8Ap
By Bobby Fijan
Social•Mar 5, 2026
CashApp's Credit Risk Management Highlights Intentional Crime Controls Lapses
Still thinking about @AlexH_Johnson & my pod convo about @CashApp's plan to sell its internal credit scores to third parties That the company seems to be able to manage *credit risk* reasonably effectively makes its financial crime control failures look even...
By Jason Mikula
Social•Mar 5, 2026
B‑52s Deploy JASSM Cruise Missiles in Iran Standoff
This came up in one of my threads yesterday as to B-52s and B-1s likely executing standoff strikes using cruise missiles fired from outside Iran, not direct attacks. This video confirms it, AGM-158 JASSMs on the wings. They were not...
By Tyler Rogoway
Social•Mar 5, 2026
AI Generalist Excels Across Diverse Medical Imaging Modalities
Can an AI model be a generalist to work and perform well for all types of medical images? Just published, our MedVersa paper @NEJM_AI Led by @pranavrajpurkar Free access https://t.co/5llNf94hAF https://t.co/Bf01zUZ1sk
By Eric Topol
Social•Mar 5, 2026
Independent Energy Research: Affordable, High‑Quality, Unbiased Insights
Twelve months ago, I re-launched my newsletter as a subscription service to provide high-quality, affordable and objective research focused on energy issues. I have always been convinced high-quality research and analysis are essential for effective decision-making. The past year has confirmed...
By John Kemp
Social•Mar 5, 2026
No‑code AI Agents Abstract Engineering, Not Eliminate It
🚫 “No-code AI agents” is not about skipping engineering. ✅ It’s about abstracting it. This visual captures a critical shift: AI agents are becoming products assembled from capabilities, not systems engineered from scratch. Here’s the executive breakdown 👇 1️⃣ Start...
By Giuliano Liguori
Social•Mar 5, 2026
Iran's Misstep Exposed by Azerbaijan's Recent Military Success
Having visited Azerbaijan extensively in the last years studying their recent military operations, Iran made a big mistake IMO.
By John Spencer
Social•Mar 5, 2026
Yamanaka Stem Cells Earn Conditional Approval for Heart and Parkinson's
20 years of Yamanaka stem cell factor research culminates in 2 conditional approvals for heart disease and Parkinson's disease in Japan https://t.co/8oxKxXYafu by Shinya Yamanaka @CellStemCell https://t.co/U878IxSfSi @ScienceMagazine https://t.co/HCCPaTEP7e
By Eric Topol
Social•Mar 5, 2026
Gen‑AI Video Tools Should Prioritize Quality over Speed
Elizabeth Stone, Netflix's chief product & technology officer, said most gen-AI video platforms don’t operate from a filmmaker's perspective. She said InterPositive's tools are designed to help produce higher-quality content — not make it faster or cheaper https://t.co/w8xyM2pXhz
By Todd Spangler
Social•Mar 5, 2026
HMPL‑A580 Confirmed as Anti‑EGFR ADC, Impacts ALXO
I speculated last month that HMPL-A580 was an anti-EGFR ADC https://t.co/XFDtZfWWkH and $HCM just confirmed that this is the case. Relevant for $ALXO
By Jacob Plieth
Social•Mar 5, 2026
Airbnb Purchases Deliver Tax Breaks, Depreciation, Passive Income
The smartest clients I’ve helped buy Airbnbs purchased for Tax Benefits of owning Real Estate 100% Bonus depreciation Owning Long Term Passive Income Last
By SoCal Airbnb Realtor
Social•Mar 5, 2026
Netflix Shares InterPositive AI with Partners, Not Public
Netflix will offer access to InterPositive’s AI-powered tech to its creative partners and does not have plans to sell it commercially in the marketplace https://t.co/w8xyM2pXhz via @variety
By Todd Spangler
Social•Mar 5, 2026
OEMs Accelerate Design, Strengthen Security for New Vehicle Architectures
OEMs are driving faster design cycles and enhanced security amid evolving vehicle architectures and compliance requirements. https://t.co/h9d6HBTGMr #automotive #automotivesecurity
By Ed Sperling
Social•Mar 5, 2026
From $1 Shoe Salesman to Nation's 2nd Largest Apartment Owner
The story of Morgan Properties is one of those "only in America" stories -- started by a shoe salesman in 1985 putting down $1 to buy 3 suburban Philly apartment properties, and growing it into the nation's 2nd largest apartment...
By Jay Parsons
Social•Mar 5, 2026
75k AMA Equals TV Viewership
While a massive number, it’s not actually. If my math is right, it’s about 75k AMA which approximates TV viewership. Global yet significantly smaller than SC. Love to know what percent is US and by sport. Regardless, YT is destination...
By Jason Kint
Social•Mar 5, 2026
Medellín’s Transit: Tourist Praise vs Local Reality
You've heard tourists praise for the public transit in Medellín, Colombia, but how well does it work for the locals? My deep dive into a fascinating city and network, available in English and Spanish. https://humantransit.org/2026/03/medellin-beyond-transit-tourism.html
By Jarrett Walker (Human Transit)
Social•Mar 5, 2026
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
By Robert Friedland
Social•Mar 5, 2026
Sober Awe at Vandenberg’s Minuteman III Launch
Covering a Minuteman III launch out at Vandenberg Space Force Base. Really amazing and sobering experience seeing this missile fly.
By Naveed Jamali
Social•Mar 5, 2026
Best-in-Class Supply Chains Boost Profits by Up to 22%
“The correlation between #supplychain mgmt. competence and org. strategic development & operating performance is well proven. Orgs. w/ top-notch SCM capabilities earn as much as 22% higher profit margins than the SCM laggards.” https://t.co/aOD9g3jjRN #procurement #purchasing https://t.co/p2jVSKcEwc
By Sigi Osagie
Social•Mar 5, 2026
TNT Secures Exclusive U.S. FIBA Rights Amid Merger Uncertainty
This is exactly the type of deal I discuss in today's newsletter ... will a Paramount/WBD merged company do these smaller sports rights deals anymore? The calculus will definitely change for TNT ... https://t.co/DvKzUkqcDr
By Alex Sherman
Social•Mar 5, 2026
Housing Market Tightens, Home Receives 94 Offers
The housing market has tightened a little lately. I’m not saying it’s 2021 again. I’m just saying supply and demand have squeezed together a little. More thoughts on my weekly blog along with a discussion about that one home that...
By Ryan Lundquist
Social•Mar 5, 2026
Matt Anderson Poised for Smooth NASA Deputy Confirmation
NASA may soon get a deputy administrator. Matt Anderson is before a Senate committee today. Barring surprises his confirmation in the coming weeks should be non-controversial.
By Eric Berger
Social•Mar 5, 2026
Paramount CEO Pledges Unwavering Focus on Truth and Trust
When asks about plans for CNN, Paramount CEO David Ellison tells CNBC that we want to be in the truth business, we want to be in the trust business and that’s not going to change.
By Joe Flint
Social•Mar 5, 2026
Info Overload Sparks New Crisis of Control
Study The Control Revolution. Industrial Revolution --> Crisis of Control --> Information Revolution We have the opposite Crisis now: info has outstripped that which it was born to control. Like going off the gold standard, but for information. https://t.co/CLPrtXBQxu
By Packy McCormick
Social•Mar 5, 2026
War in Iran and Inflation Push Mortgage Rates Near 6%
Today’s podcast discusses a theory of mine on why #mortgagerates are near 6%, with hotter inflation data and the war with Iran driving up oil prices. @housingwire @sarahteresa6 #economics #realestate #housing #chartdaddy
By Logan Mohtashami
Social•Mar 5, 2026
CreditOneBank Actually Serves Underserved Consumers, Others Don't
Almost all financial institutions say they want to support underserved consumers, but few actually ‘walk the walk’ like @CreditOneBank. #creditaccess #financialwellness #ad https://t.co/FvCz5e7Jnp
By Jim Marous
Social•Mar 5, 2026
Russia Shifts Gas to China, Threatens Europe Supply
September 2, 2025: Russia and China sign major new gas pipeline deal March 4, 2026: Putin says Russia may halt gas supplies to Europe https://t.co/kEjAnIqyrP
By Luke Gromen
Social•Mar 5, 2026
Theravance Biopharma Faces Second Layoff Wave After Phase III Flop
5March: Back in 2021, I wrote about a significant round of layoffs at Theravance Biopharma ( $TBPH). The company is cutting jobs again, and has begun a strategic review, after a Phase III failure. Details in my latest for @GENbio:...
By Alex Philippidis
Social•Mar 5, 2026
Hollywood Execs Prioritize Cost Cuts over Creative Talent
After Hollywood turned on David Zaslav for being too much of a bean counter/financier, I’m sure The Town will appreciate David Ellison’s answer to being asked how many layoffs are coming w/ merging w/ WBD: “We absolutely need to rationalize the...
By Alex Sherman
Social•Mar 5, 2026
Pitch UX as Risk Reduction, Not Just Experience
I was talking with a designer at a large heritage organization recently. He's the only UX person on the team, and he's been struggling with something I see all the time: getting product owners and business analysts to see the...
By Paul Boag
Social•Mar 5, 2026
Flatbed Slowdown, Van and Reefer Volumes Rebound
Slight change in direction. Flatbed volumes momentum slowing a tad bit, while van and reefer are starting to wake up again after pausing growth over past 10 days. https://t.co/bpYDZEvodV
By Craig Fuller
Social•Mar 5, 2026
FCC Seeks Industry Input on Global Space Policy Discrimination
Not just @defis_eu Space Act: @FCC wants industry input on discriminatory policies at @esa, Brazil, Canada, South Korea, Gulf Cooperation Council. @spacegovuk @BrendanCarrFCC #MWC26. https://t.co/WNE0RDXEPN https://t.co/l6A5Fqkgw1
By Peter B. de Selding
Social•Mar 5, 2026
Red Blood Cell–PD1 Conjugates Show Promise in Resistant Tumors
Erythrocyte–anti-PD1 conjugates in persons with advanced solid tumors resistant to anti-PD1/PDL1: preclinical characterization and results of a phase 1 trial https://t.co/1GQMlUHn4Y https://t.co/0it5nTvUm0
By Ming Tang
Social•Mar 5, 2026
Outbound Tender Rejections Near Cycle High at 14.12%
Outbound tender rejection rates trying to make a new high. +32 bps overnight. At 14.12%, the cycle high was 14.16%. https://t.co/mdeQcfAsvu
By Craig Fuller
Social•Mar 5, 2026
Iran War Sends Global Ripples Through Container Shipping
The impact of the Iran war on container shipping is reaching well beyond the Persian Gulf, creating ripple effects upstream at ports around the world. 1/ 🧵
By Ryan Petersen
Social•Mar 5, 2026
Record Low Sales Set Stage for Modest Rebound
Home Sales & Home Prices Keep Dropping In BC & Ontario: The Sales May Improve Even If Prices Keep Falling The February Home Sales Numbers continue to look awful just like January But here's the thing about horribly low numbers: eventually the...
By Ron Butler
Social•Mar 5, 2026
80% of Fortune 500 Deploy Low‑Code AI Agents
Agentic AI Surges Into the Enterprise: Fortune 500 Lead the Charge “Microsoft has revealed a very significant figure: more than 80% of Fortune 500 companies have active AI agents built with low-code/no-code tools.” https://t.co/oDaL4iJN1G @Microsoft https://t.co/kq0HBnSaeO
By Glen Gilmore
Social•Mar 5, 2026
China's Lithium Lead Persists, but Supply Share Shrinks
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...
By Joe Lowry ("Mr. Lithium")
Social•Mar 5, 2026
Diesel Costs Rise $0.40/gal, Adding $0.06 per Mile
Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
By Craig Fuller