Shiyan and CZ-2D Upper Stages Cataloged; Others Untracked
Shiyan 30-03, 30-04 and the CZ-2D upper stage cataloged in 587 x 593 km x 35.0 deg orbits following their launch on Mar 12. No orbit data yet for SatNet-LEO12 or Tenkoh-2.
Concern Grows Over Strategic Strait of Hormuz Tensions
I am sorry @SecWar, but there are some of us are worried about the Strait of Hormuz.
Fair Use in AI Training Critical for National Security
“ROSS Intelligence Inc. told an appeals court that new filings by Anthropic PBC against the Defense Department confirm that finding fair use in AI training is "paramount" to national security.” 👀
Seized Trump Oil Tankers Drain U.S. Treasury, Sale Blocked
Um... "The seizures have put the U.S. government in a financial bind. The ships are highly expensive to maintain. And the Trump administration cannot legally sell their oil without a judge’s permission." https://www.nytimes.com/2026/03/13/us/politics/trump-seized-oil-tankers-cost.html
Even in the Wrong Sea, Ships Get Escorted
At least someone is escorting a commercial ship. Wrong sea, but I will take it.
Delayed US Naval Escorts Spark Doubts over Hormuz Strategy
It is 5,000 miles from Japan to the Strait of Hormuz. Even if the ships left early and conduct a high transit speed that is 10 to 14 days to get to the scene. If this is going...
Judge Blocks Subpoenas, Citing Trump's Insults of Powell
Judge blocks subpoenas in criminal probe of Fed Chair Jerome Powell. Judge cites Trump's TruthSocial posts in his ruling in which Trump was called Powell incompetent and stupid. https://t.co/SA5Sib2xDN
Subpoenas Target Powell, Not Crime, Says Boasberg
BOASBERG: “.. the subpoenas’ dominant (if not sole) purpose is to harass and pressure Powell .. “.. the Government has offered no evidence whatsoever that Powell committed any crime other than displeasing the President ..” https://t.co/3e71QOib61 https://t.co/X3riZGOYAB
Aging Outpaces Medicine in Cancer Risk Race
The longer we live, the more the cancer odds go against us. So it is a race between medicine and aging. More on this in the Chartbook Top Links today. https://t.co/RpUy2t9fij
Luxury Lodge & Dining at Pendle Hill’s Base
Fence Gate Lodge & Inn: Luxurious Stay and Dine At The Foot Of Pendle Hill https://t.co/D7aHeL9xa7
Absurd “Shoes vs Boots” Line Exposes Trump’s Rhetoric
“We need shoes on the ground in Iran, not boots on the ground.” Says Trump 1.0 Secretary of Defense It would take me a week to construct a take that dumb. How does he do it? https://t.co/ctsBNu0SbD
Corporate Trustee Seeks Eviction of Disabled Girl, Mother
Evolve, which is the corporate trustee for a disabled girl and her mother, is literally trying to evict them from their home, according to a lawsuit filed in a Louisiana court: https://t.co/SwUgZI86FG
Choose Uniqueness Over Repetition in Podcast Interviews
Dear listeners of my Long Strange Trip pod, Sometimes I have folks on that doing the pod circuit. Should I (1) assume my ceo deep dive is unique and not worry about it OR (2) not spend time filming folks...
Judge Dismisses DOJ Subpoenas, Boosts Fed, Undermines Pirro Probe
NEW: A federal judge threw out a pair of subpoenas the Justice Department issued to the Federal Reserve, handing a victory to the Fed and dealing a heavy blow U.S. Attorney Jeanine Pirro's criminal investigation into Chair Jerome Powell.
Judge Blocks Powell Subpoenas, Cites Near‑Zero Evidence
Judge Blocks Subpoenas Against Fed Chair Jerome Powell Citing 'Essentially Zero Evidence': NBC News https://t.co/teqHqyL2FB
Epic’s MyChart Fragments Records, Hindering True Interoperability
Class-action lawsuit claims Epic’s MyChart fragments patient records across portals, blocking full access & delaying disability claims. True interoperability still a challenge in digital health. https://t.co/jiKal8ggTl #DigitalHealth
Sold for $500M, Bought Back for $1
This man pulled off the greatest heist in media history. In 2020, he sold Barstool Sports for $500+ million. Everyone thought he'd retire in peace. Instead, he turned around and bought it back - for $1. Here’s how he did:
Nielsen Postpones March Ratings as Streamers Cite Audience Drops
Nielsen Will Delay March ‘Gauge’ Report After Streamers Fret Over Audience Declines https://t.co/2GLpF6AZCD via @variety
CNBC Predicts Major Revenue Hikes for NFL Broadcasters
🚨🏈 CNBC reporting BIG increases coming to existing NFL broadcasters as we talked about last week on The LightShed Podcast https://t.co/xVYAmLvGDq
Condo Market Softens, Cancellations Persist Into 2026
Condos are softer than the detached market. Cancellations have continued into 2026. Nothing at all like all-time highs in 2007, but this submarket is notably softer than detached homes. https://t.co/3krxTga2qS
Ukraine Bans Export of Shahed Interceptor Drones
Ukrainian Companies Prohibited From Exporting Shahed Interceptor Drones Waves of Iranian Shahed drone attacks across the Middle East have spurred widespread interest in Ukrainian interceptors. https://t.co/HIO47E6I2c
NBC Ends Access Hollywood, Halts First‑run Syndication
New: NBC is ending "Access Hollywood" after 30 years, as it stops producing first-run syndicated TV. "Karamo," "Steve Wilkos" also canceled.
Allison DeFord Champions Future‑Ready Manufacturing Legacy
This throwback episode's guest is 𝐀𝐥𝐥𝐢𝐬𝐨𝐧 𝐃𝐞𝐅𝐨𝐫𝐝. She is on a mission to strengthen the heart and soul of manufacturing for generations. Stream now: 🔗 https://t.co/upRucSdXcC 📽️ https://t.co/QZC9Yqs3JB 🔗 https://t.co/DmYp21NDA3 https://t.co/hExGkLA9BH
Zim's Q4 Loss Raises Questions on Hapag‑Lloyd Acquisition
Zim. Q4 loss. What does that mean to buying them? If the union calms down, what is Hapag-Lloyd getting? A smart move? Or a mistake?
Iran's Real Power: Controlling the Strait of Hormuz
My take on Iran's biggest advantage in the war: "The US & Israel are making mincemeat out of Iran, but Iranians still hold their key card: the Strait of Hormuz, which remains shut down. A great friend in Dubai said he...
ECB's Panetta: Private Sector Drives Cross‑border Payments
ECB’s Panetta says the private sector is key in cross-border payments https://t.co/dYdaPPXjLl via @Alemrome https://t.co/dkpP47DCou
Linux Community Deems New CA Law Ridiculous, Unenforceable
As I read and listen to responses to the new CA law, a theme emerged: the Linux community thinks this is ridiculous and is unlikely to comply (and compliance would be next to impossible to enforce...) https://t.co/hiQJkTfESN
Parents Need Direct Control Over Roblox AI Content
Roblox should allow parents to block AI-centric experiences from populating their children's Roblox accounts. It shouldn't come down to whether Roblox considers the chatbot interaction "extended" or "brief." I don't want either. https://www.crossplay.news/p/new-ai-updates-in-roblox
Gas $5, Oil Spike Signals Higher Prices Ahead
Gas is already pushing five dollars a gallon here, and remember this: when oil prices spike, gas prices lag behind. Which means this isn’t the peak. It’s the warning. Are we winning yet?!
NFL Offers CBS 50% Higher Deal, Extends Contract to 2034
The NFL has begun talking to Paramount/CBS Sports about a new deal. I'm told the current bid-ask spread midpoint is about 50-60% higher, and in return, the NFL would simply lift its current 2029-30 opt out and keep the CBS deal...
China Launches Ground‑mounted Perovskite Solar Test Field
Ground-mounted perovksite solar module testing field goes online in China #energysky -- via pv magazine global: https://t.co/JFx7Yp31JV
Western Innovation Slowing as Price Race Overshadows True Cost
Since it's Friday, I'd like to share some thoughts. Ideal for a weekend meditation or a (friendly) discussion. I just got back from my keynote in New York at Additive Manufacturing Strategies, and we need to talk about how we've taken...
Chemical Shortage Hits Asia as Naphtha Supply Dries Up
More than “Five Asian petrochemical plants have declared force majeure in the past ten days because their naphtha supply was cut off at the Strait of Hormuz. The emergency reserves are crude oil. The shortage is chemicals.”
Iran May Extort Oil Deals After $120 Price Surge
Why wouldn’t Iran wait until oil hits $120/barrel and then put out the word that if you’re friendly to them and pay them you can get your oil, mafia-style?
US Deploys AI for Warfare, Iran Becomes Test Ground
The US turned to Claude and other artificial intelligence systems to help shape its vision for AI warfare. In Iran that strategy is unfolding in real time An excerpt from the coming book Project Maven shows how the US enlisted...
Progress MS-33 Sealed in Fairing for March 22 ISS Launch
Progress MS-33 cargo ship was encapsulated inside its fairing in preparation for an ISS resupply mission scheduled to lift off on March 22: https://t.co/mN4Hi2mIUG https://t.co/13WiUz4NSF
Sensofusion Unveils Portable Drone Factory in Shipping Container
Sensofusion has today announced the Tactical Drone Factory: a fully self-contained interceptor drone manufacturing facility built inside a standard shipping container. Shipping worldwide in May (export restrictions apply). https://t.co/h8FszYdeAo https://t.co/RgZ7xuuGiT
Pentagon's $11B Iran War Figure Grossly Understates True Cost
In the last week alone, the Pentagon estimates that the US spent $11 BILLION on the Iran war. WARNING: Pentagon estimates are always fiction and way below the real cost. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/49t33aGlwH
Emirates, Qatar Flights Fly Empty, First-Class Solo
Emirates And Qatar Flights Are Empty — Passengers Have Whole First Or Business Class Cabins To Themselves - View from the Wing https://t.co/WyPl6Tmz9c
Institutional Buying Doesn't Hike Prices; Building New Homes Lowers Them
It's not actually that complicated: 1️⃣ There's no evidence that institutional purchases of existing single-family homes drives up prices. 2️⃣ Institutional financing, building, and ownership of new single-family homes expands the housing supply and drives down prices.
Auto Industry Sees Surge in Freight Fraud and Cargo Theft
The auto industry people are noticing the massive uptick in freight fraud and cargo theft
UAE Rail Shifts 459k Tons in Nine Days
With the Strait of Hormuz closed, the UAE has turned to its rail network. Etihad Rail Freight has transported 459,000 tons of cargo and 7,900 containers in only 9 days. UAE’S INFRASTRUCTURE MITIGATES THE WAR’S COLLATERAL DAMAGE. https://t.co/cRyWRv4gvD
Trump Administration Winged War Amid Chaos, Oil Surge
Two weeks into the US-Iran war, CENTCOM has struck 6,000 targets, Hormuz is closed, oil is at $100 a barrel, the regime hasn’t fallen, and 400 kilograms of highly enriched uranium sit somewhere under rubble. In a new show with @shashj,...
Brent Backwardation Narrows at Front, Widens Overall
While the prompt Brent timespread has actually weakened a bit from last Friday, it's largely because the rest of the curve is rallying more aggressively than the front. Brent curve backwardation slightly shallower at the front vs last Friday, but backwardation...
Ultra‑wealthy Exodus Leaves No Revenue, Boomers Get Breaks
There's not going to be a revenue base here after they drive ultra HNW to Florida and Texas and keep giving boomers property tax breaks.
US Deploys Marine Task Force for Limited Middle East Operations
Can confirm this news, per two U.S. officials familiar with the matter. This will put a Marine air-ground task force in the Middle East, along with three amphibious warships. That's not enough for a major invasion. But the unit, in...
Rio Silver Reports Ongoing Progress at Maria Norte
Rio Silver Provides Corporate Update Highlighting Continued Operational Progress at Maria Norte - Rio Silver https://t.co/LA99y4ynqV $RYO.V $RYOOF
Simple Time Question Outsmarts Freight Fraud Scammers
Asking freight fraud scammers what time it is where they are trips them up so much more frequently than you’d think
Meta Strips End-to-End Encryption From Instagram DMs
A terrible step back for privacy and it's crazy that Meta announced this by updating a support page https://www.androidpolice.com/instagram-is-getting-rid-of-end-to-end-encryption-for-dms/
Ariane 6 Poised as Amazon Leo’s Workhorse
Who had Ariane 6 as the booster that would emerge from the Vulcan/New Glenn/Ariane 6 triumvirate of new rockets to become a workhorse for Amazon Leo?