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?
US Injuries From Iran Strikes Occur Across Gulf, Officials Vague
Asked this morning about U.S. military injuries against Iran, neither Secretary Hegseth nor Gen. Caine shared great fidelity. But Caine did say they have occurred "in Kuwait, Jordan, down across the southern flank a little bit, a variety of places, most...
CMS Delays Florida Direct Payment Approval for UHS
HEARING $UHS --negative call out right now- CMS has delayed Florida Direct payment approval due to CMS concerns-- capital forum confirmed
Failed Execution Left Strait Open, only Weapons Remain
"We had a plan. We just didn't execute it and that is why the Strait is totally open except for the missiles, explosive UUVs, and maybe some mines."
Epigenetic Therapy Marks New Era in Glaucoma Treatment
Great to see ophthlamologists adopting epigenetic modifications and resets to treat eye diseases like glaucoma. A paradigm shift in medicine https://t.co/g2gr3WVpkf https://t.co/6gbBVHJuXI
AEMO Stresses Keeping System and Market Functions Unified
“It is paramount:” AEMO says system and market operator functions must be kept together #energysky -- via Renew Economy: https://t.co/aT4fNULk61 https://t.co/zCvJLVP2gO
UK Freelancers Can Auto‑Calculate Statutory Late‑Payment Interest
Freelancers, small businesses and so on have a statutory right under uk law to charge interest on unpaid bills. But the calculation can be complex. So my old friend the brill actress and podcaster Laura Shavin built a calculator. It’s...
Real‑time Hormuz Strait Vessel Traffic Data Updated Every 30 Minutes
Data for Hormuz Strait vessel traffic, updated every 30 minutes To monitor Hormuz Strait vessel traffic updated every 30 minutes, 24-hour rolling, type TRHBTKCD Index and WSL SHIPPING in Bloomberg. (via Torsten Slok of Apollo) https://t.co/FEU44SH6R5
Financing Rules and Lawsuits Have Halted U.S. Condo Construction
Over the past 20 years, America has basically stopped building condos. Owing to a mix of restrictive financing regulations and endless defect litigation, the most viable path to urban homeownership has largely disapprared. In my latest for @TheAtlantic, we explain...
Assessing Operation Epic Fury's Success in Securing Hormuz Traffic
I joined @benshapiro this morning to discuss how Operation Epic Fury is going, are we achieving our objectives, will we be able to ensure traffic in the Straights of Hormuz?
AT&T's New Plans Push Upgrades, Not Spark Price War
AT&T's new set of wireless plans aim to incentivize subs to upgrade to better tiers, but it's 'not the start of a new price war ... kind of the opposite,' notes New Street Research's David Barden. @Light_Reading https://t.co/JE0b6UgSKA
AI's Future Depends on Management Consulting Expertise
#AI Needs Management Consultants After All by @AllisonPohle @wsj Learn more: https://t.co/22WVGLJGTi #ArtificialIntelligence #MachineLearning #ML #DL https://t.co/BNYeCN5xJc
Billable Hours Block Law Firm Tech Adoption
Why is it so hard to get law firms to adopt technology?The answer: the billable hour. Not as a pricing mechanism, but as the operating system of the entire firm. It shapes comp, performance, and earnings, and thus behavior. I...
War-Driven Rate Hike Adds $130/Month on $600k Mortgage
For a $600,000 home, a borrower will now have to pay $130 more per month than what they would have paid the day before the war started when rates were 5.99%
Banks Shifted $300B Risk to Private Credit Funds
$300B in bank loans to private credit funds, BDCs, and CLOs. "Private credit moved risk out of the banking system" was always the pitch. The banks just lent to the funds instead of the borrowers.
People Rarely Change Their Banking Apps
I'm not sure how accurate this is, but I do know that nobody ever switches their banking app. https://t.co/sSoj6aN1T6
Iran Under Heavy Assault, Conflict Duration Uncertain
"Iran is clearly being pummelled... However at what rate – hence conflict timeframe – remains unclear." #Iranwar #Iran #defence #avgeek https://t.co/qhtkN3j2VB https://t.co/XSGoJdQlBO
Prediction Markets See Two‑thirds Chance US Troops Deployed by Year‑end
Prediction markets are pricing in 2/3rds chance that U.S. boots are on the ground by the end of the year https://t.co/2kcrfgNU6v
Navy’s Capability Outpaces Capacity, Leaving Few Ready Ships
Hegseth says the Navy is performing better than expected. He says the Navy had a comprehensive plan for the Strait of Hormuz. He says we have the best warships in the world. He says we have enough munitions. All of that can be true. And...
Chinese AI Turns Commercial Satellite Data Into Intelligence
Chinese AI Startup Watching US Military Assets in Middle East From Space So are a lot of actors... “The value of MizarVision’s output is not the raw satellite image. Any government can purchase commercial satellite passes. The value is the AI...
Gold Not Sold, Gains Funding Rearmament Plan
Lots of very misplaced reporting and speculation about Glapinski's gold "sale" for rearmanent plan. It's not a sale. Latest indications are it's about using the unrealised gains on the gold they bought to fund a rearmament program. The whole back...
Congress Urges Curb on Costly Medicare Advantage Subsidies
Congressional advisers call to rein in Medicare Advantage spending amid industry pressure I’ll summarize for you. EVERY SINGLE FAMILY IN THE USA IS PAYING $800 A YEAR to the big insurance companies because taxpayers pay them more than it...
ATACMS Missile Sinks Iranian Submarine, Cripples Navy
Iranian Submarine Sunk By ATACMS Short Range Ballistic Missile ATACMS and PrSM ballistic missiles have played a key role in destroying Iran's Navy from afar. https://t.co/8ejVX64Vod
Mearsheimer: US War in Iran Faltering, Trump Stuck
Distinguished UChicago Prof. John Mearsheimer on the war in Iran: “It’s quite clear that the war is not going well for the United States… and the problem that [Trump] faces is he can’t find an off-ramp.” https://t.co/7LkbA4GAp1
Small Marine Deployment Sparks Uncontrolled Escalation Risk
"The camel's nose under the tent"? Client just summed Hegseth sending 5000 marines to the Trump-Netanyahu War on Iran: a modest initial action that will inevitably lead to much larger, more serious, and uncontrollable consequences. Let’s face it: Trump trapped US - as...
MEU Deploys to Middle East, Boosting Epic Fury Flexibility
Marine Expeditionary Unit Deploying To The Middle East: Report The flotilla of Navy ships with Marines and their vehicles packed aboard will bring a very flexible set of capabilities to Operation Epic Fury. Updating live: https://t.co/QMxzIHgxZk
USAF Mobility Crews Finally Gain Situational Awareness Momentum
Far too early to say what happened as the investigation plays out. But something to watch is how USAF's mobility crews have been screaming for improved situational awareness on the bulk of its tankers and airlifters and it's finally getting...
Thrilled for Jon's Perfect Fit as Editor
To say I'm excited for Jon would be the understatement of the millennium. An exquisite pairing of editor and publication — and a job so richly deserved.
Flight Attendant Prevents Phone Distraction, Prioritizes Safety
American Airlines Flight Attendant Spots a Phone Pointed at a Woman — Makes a Smart Safety Check in a ‘Couldn’t Care Less’ Boarding Moment - View from the Wing https://t.co/C5EnlPCeNe
Oil Market Bets on Short US‑Iran Conflict, Quick Hormuz Re‑opening
Oil prices still anticipate short war or early re-opening of the Strait Oil traders are still betting war between the United States and Iran will end relatively quickly - or that the United States will soon be in a position to...
FCC Hosts Dominican Telecom Regulator to Discuss Shared Priorities
Welcomed the chance to host the Chairman of the Dominican Republic’s telecom regulator—Chairman Guido Gomez Mazara—at the FCC today. Enjoyed discussing our shared tech and telecom priorities. https://t.co/p4M0W6VmxW
One Retainer Spot Left: Scale Your Business Now
Some days the business runs itself. Other days, the decisions that matter feel bigger than one person can handle. You’ve built this. You know what works. Now let’s make the moves that keep it growing and keep your clients noticing the difference. I have...
Space Community Unites Behind NASA Authorization Act
Senate Commerce "WTAS" (What They are Saying) press release about the broad support in the space community for the NASA authorization act. https://t.co/6F7LmDkbDe
Waymo Buses Double School Bus Passes Despite Superior Safety
TBH, the fact that Waymos pass school buses 2x as often as human drivers really surprised me given how much better/safer they are for every other important category. Seems like something @Waymo should fix ASAP.
Midlife Joint Pain Signals Systemic Decline, Not Isolated Injury
I’ve been an orthopedic surgeon for nearly 30 years, and a few patterns have become impossible to ignore. One is that many musculoskeletal problems in adults aren’t sudden injuries. They’re the moment when declining capacity and awful metabolic health finally...
FUT Shows Grit, Keeps Moving Forward
Good grit from FUT. Glad to see them put up a fight. Regardless of result its nice to see them continuing to take steps.
Avianca Lifemiles 160% Bonus: Potential First-Class Deal?
Avianca Lifemiles is offering up to a 160% bonus on purchased miles, which could be a way to get a deal on Star Alliance first & business class tickets. Is it worth it? https://t.co/5jySuKLQb1
US‑Israeli Strikes Target Iran’s Regime Stability over Economy
My take on infrastructure attacks on Iran in @RFERL: “The aim of the US-Israeli attacks on Iran’s economic and energy infrastructure is not primarily economic; it's strategic. The goal is to weaken Iran to the point of regime collapse or fragmentation." https://t.co/w5DylP6q2f
Europe's Telecom Cuts Future for Short‑term Savings
The European telecom model is a cautionary tale, not a blueprint. While critics claim US prices are too high, the data shows Europe has traded away its future for short-term savings. 📉🇪🇺 🧵
Trump Releases 172M Barrels, Calls SPR Outdated White Elephant
TRUMP PANICS and orders the release of 172 million barrels of oil from America's strategic petroleum reserve (SPR). This will amount to a drop in the bucket. SPR is a classic OUTDATED GOV'T WHITE ELEPHANT. It's time to liquidate it and shut it...
New Rooftop Solar Panel Enables Larger Systems
Powerful new rooftop solar panel promises system sizes “previously out of reach” #energysky -- via Renew Economy: https://t.co/Jm6MCBYKj8 https://t.co/XzzLtt2LWX
Tech and Conservatives See Net Neutrality Repeal as Opportunity
"It wasn’t all doom and gloom. Tech writers like Ben Thompson (of Stratechery) argued that repealing net neutrality rules was actually the best way to achieve a free and open internet. Conservative writers welcomed the repeal, questioned the alarmist rhetoric,...