Join My Cardiologist
Please join me. I'm going to talk the talk - from the lens of a Cardiologist.
Discussing the State of Freight on NewsNation
Will be on NewsNation - the Hill on 15 minutes to talk about the State of Freight
VPPs Accelerate Data Center Connections, Slash Bills 20%
Virtual Power Plants can help data centers get connected faster while giving consumers a 20% discount on their electricity bill. VPPs are anchored by batteries, EV charging, and smart water heaters. Fastest way to meet load growth. @EnergyEmpirePod https://t.co/Duchh2r3Fr
Omada Simplifies Cardiometabolic Care in the GLP‑1 Era
The GLP-1 era demands smart decisions on access, cost, and outcomes—now. At Omada, we're simplifying cardiometabolic care for a new era with over a decade of between-visit care innovation guiding us. Learn more: https://t.co/7r5KAZbx7f https://t.co/k7Sc7JloKZ
Remote Field Chosen over Easier Saudi Oil Sites
This is curious. It's a big field, but remote and involves flying a dogleg over Saudi or a long way over the UAE. Would have thought Ghawar, Khurais or Abqaiq would be easier targets.
From $1.6B Peak to $26.5M Market Cap
Peak valuation was $1.6 B in 2016, went public via SPAC in 2021 at $1.5 B, currently trading at $26.5 Million market cap. https://t.co/e77Em1jwbX
Financial Advisors Must Navigate Strict Tax Advice Rules
Tax Advice Restrictions For Financial Advisors⬇️⬇️ Despite the prominent role of taxes in financial planning, remaining in compliance while offering recommendations on a #taxstrategy can quickly become thorny. https://t.co/YjeKnoTO3M #taxseason
Navy Revives Railgun on New Trump‑class Battleship
Navy Is Firing Its Railgun Again After Abandoning It For Years The Trump class "battleship" has breathed new life into the Navy's railgun ambitions, which it previously shelved after hitting technical hurdles. https://t.co/vUjsBEgcLx
Energy Independence Doesn't Mean Price Independence, Oil Can Be Exported
"You've always got the option of putting that barrel of oil on a tanker and sending it abroad." Which is why energy independence ≠ price independence. https://t.co/BmuaLeZWk6
Drone Strike Injures Six French Soldiers in Iraq
6 French soldiers injured in a drone attack on their joint base with Peshmerga forces in Makhmour, northern Iraq.
Low Inventory, High Turn Boost Freight Demand Outlook
The LMI is signaling low inventory, high turn retail supply chains. This bodes extremely well for freight carriers, as it means that we will either see: more inventory build in supply chains with slower turns (good for carriers) or a...
Propose National Oil Company with Price Controls and Export Tax
Have you considered a policy that would implement a national oil company and price controls? Perhaps some form of export taxation to fund these activities?
Trump Nominates Sarah Rogers to Replace Kari Lake at USAGM
NEWS: USAGM's @KariLake is to have a new boss. Trump nominated State Dept official Sarah Rogers as CEO of Voice of America's parent USAGM. If confirmed she'd hold both roles. Lake had been leading agency but US judge ruled she did...
U.S. Housing Bubble Frozen, Equity at Risk
The U.S. housing market isn’t slowing down, it’s frozen. Homes are massively overpriced, and when prices finally fall, millions of homeowners could lose their equity and banks will be stuck with bad mortgages. This is exactly what happens when decades...
US Gas Prices Surge 20% in Two Weeks, 30‑year High
Gas prices in the US are up over 20% in the past two weeks (from $2.98/gallon to $3.59/gallon). That's the biggest two-week spike that we've seen in the past 30 years. https://t.co/satpQMppWO
IEA's One-Month Oil Buffer Signals Looming Global Rationing
The International Energy Agency (IEA) just authorized a 400 million barrel reserve release to offset oil disruptions caused by the Iran war and the Strait of Hormuz blockade. That stabilizes markets—for now. However, with global demand at around 100 million...
Scream 7 Poised to Hit $100M, Fastest In
Am projecting that #Scream7 will break $100M at North American #boxoffice tomorrow FRI on its 15th day of release. First 2026 film to join century club and fastest #Scream movie to ever reach this milestone. https://t.co/FV1mznQKjr
Regional AI Transformations Unveiled at MWC2026
#AI at #MWC2026: How leaders are transforming, region by region. (McKinsey) #MWC26 #MWC #JVGpost https://t.co/q6azSptnUD https://t.co/gXtGMSqk67
China Resumes Launches with CZ‑8A, Nine LEO Satellites
LAUNCH at 1948 UTC of a Chang Zheng 8A from Hainan Commercial Spaceport of nine Xingwang Digui (SatNet LEO) Group 20 satellites, the first Chinese orbital launch in a month after an unusual stand-down
U.S. Moves to End 47‑Year Iran Conflict
The objectives are in fact clear and restated almost daily. Personally, I appreciate the U.S. taking steps to stop a 47 year war against the U.S., our troops, our interests so my son and my daughters do not have to...
TradFi Exchanges Push for Tougher CFTC Self‑Certification
Great piece from my Bloomberg News colleagues on the self certification rules around prediction markets.
Losing the CDS Jeopard
Must read thread. Is CDS being stitched up? (Lose this CDS over a current conflict & what happens to preparing/procurement for a more serious punch-up a few years down the line if equipment/readiness has got worse?)
Congressional Advisers Urge Curbing Medicare Advantage Costs
Congressional advisers call to rein in Medicare Advantage spending amid industry pressure https://t.co/15NkEfHtqV via @bobjherman @statnews
Disney Secures Oscars Ads, Featuring Burger King, Mazda
Disney Wraps Oscars Ad Sales; Event Will Feature Burger King Shout-Outs and Mazda-Backed Movie Makers https://t.co/fPUedlV0O0
Court Strikes Down Most California Online Speech Code
One of these is not like the other. NetChoice is either smoking crack or trying to outdo CCIA in pleasing its funders Google and Meta. 1/2 https://t.co/PF9UwLb7z3
Truss Assembly Takes More Hammering Than LEGO
Truss 2 is done. These things take a lot more hammering than LEGO. You’d think the holes would just align but nah, they need encouragement https://t.co/0wucX75RHg
Brazil Fears Tighter China Soybean Checks Amid Low Imports
🇧🇷Brazilian trade groups are concerned with the tightening of soybean inspections to China, potentially hampering the top exporters' shipments. Doesn't seem like great timing for China after its Jan-Feb imports hit 7-year lows. Now, Chinese meal futures have hit contract highs....
Trump Praises Oil Price Hikes, Ignores Affordability Concerns
Always a good spin on things. Suddenly, no words on affordability now *TRUMP: US MAKES A LOT OF MONEY WHEN OIL PRICES GO UP
Iran Keeps Flooding Strait of Hormuz with Oil
VIDEO EXPLAINER: The most important map of the Third Gulf War — the oilfields, the Strait of Hormuz, and the bypass pipelines. Plus a look at how, two weeks into the war, Iran is still exporting lots of its oil,...
Market Predicts AAA US Gas Price Hitting $4 by Month‑end
The market thinks the AAA average US gas price will tag $4 by the end of the month $UGA $RB_F @kalshi https://t.co/kwTVTrGRRG https://t.co/L7SpkLzJR4
Evotec's Horizon Plan: Site Closures and Retentions
12March: Which sites is @Evotec shutting down as part of its latest restructuring effort--and which sites will the company keep open? Read about $EVT / $EVO's "Horizon" initiative in my latest for @GENbio: https://t.co/owxn9Far1Y
2008 Oil Surge Crashed Markets, Fueled Inflation, Enriched Energy Giants
Thoughts? The historic oil price spike to $147 a barrel in July 2008, triggered the worst day in Wall Street history with the Dow falling 777 points. Rising oil prices cascade through the economy, causing inflation across all goods...
Near‑term Crude Cheap, 12‑month Forward Near Peak
While crude for next month delivery is still well below the Monday highs, crude for delivery in 12 months is almost back to its recent peak https://t.co/SGyTj8k9S6
Marketing Must Join Healthcare Operations Early, Not Last
If marketing only gets called after the portal launches and the job posts go live… you’re already too late. Sean Fitzpatrick explains why healthcare marketing should be an operations partner—not a finishing touch.👇 https://t.co/7OCnGd7vE8 @overit #HospitalMarketingLeaders
Pentagon Lacks Data to Assess Hypersonic Missile Until 2025
We break on DOD DOT&E report: The Pentagon testing office said it won’t get enough data to evaluate the combat effectiveness of the US’s first hypersonic missile until early next year https://t.co/GKrTRVb6BX
US Military Dominance Exposed as China Falters Globally
I agree with this analysis, "US military supremacy shines as China fails big in Iran, Venezuela [Pakistan]" @thehill https://t.co/jG7J0FVegY "China has become the laughingstock of the international community...In less than a year, their system has failed catastrophically in Pakistan, in Venezuela...
USNS Catawba Solo Tug Arrives as Salvage Ships Delayed
My buddy @NextNavy makes a great point. The @USNavy and @MSCSealift usually has one fleet tug in the area, the venerable USNS Catawba. But she arrived at Diego Garcia in the Indian Ocean on March 9. The new class of fleet...
Germany's Nuclear Phase‑out Declared Irreversible, Says Chancellor Merz
German Chancellor Merz: "German federal governments had previously decided to phase out nuclear energy. The decision is irreversible. I regret that, but that's how it is." https://t.co/OSSLMzCnUF
Merger Arbitrage Yields Still Low, No Arbageddon Yet
While we're seeing panic in certain areas of the market (private credit), it has not translated to merger arbitrage, where the current average yield of 10.8% is far below a March 2020-type environment. Once we see arbitrage yields nearing 20%, then...
Iranian Incentives Mirror Bessent’s Stated Oil Price
in fairness this is the only correct answer, if Bessent says "$xyz" then the Iranians have every incentive to act in a manner that drives oil prices to "$xyz"
2011: Last Year Two Best Picture Contenders Surpassed $200M
When was the last time the two films in a legitimate race for Best Picture both earned more than $200 million at the box office before nominations were announced? 2011 with THE SOCIAL NETWORK and THE KING’S SPEECH? I’m not...
Eridu May Be
Is AI networking upstart Eridu working on a high radix, waferscale switch ASIC? Maybe. Just maybe. $NVDA $AMD $AVGO $MRVL https://t.co/4337xttDy2
Joseph Steinberg Named 2026 Power List Cyber Justice Expert
"Joseph Steinberg – Translating Digital Evidence for Justice" Thank you for including me in the 2026 Power List --> https://js.tc/sfe1 #CyberSecurity #Justice #JosephSteinberg #CyberSecurityExpertWitness
Jefferies Paints WVE Data as Win‑win‑win; Bear Sees Combo Role
Doing some reading ahead of the next wave of $WVE INHBE "body composition" 🙄 data, smirking at the Jefferies analyst set up, which basically frames 6-month data as a win-win-win for the stock price. His "bear case" "Bear case would still...
Warner Deal Deemed Pro‑Competitive, Boosts Creative Champions
All competition enforcers will find our deal is pro-competitive says Paramount Chief Legal Officer Makan Delrahim of Warner deal. This is opportunity to build a "true champion" for the creative community that can compete effectively global stage and streaming market.
Choosing the Right Med Spa Platform Boosts Bookings and Growth
The right med spa platform can improve bookings, streamline ops, and support growth across multiple locations. Here’s how today’s top platforms stack up: https://t.co/KqeNCzTGNM #Meevo @AestheticsPro2 @mangomint @Vagaro #medspa #HITSM
Italy Backs IEA's Biggest Emergency Oil Release
Thank you to Prime Minister @GiorgiaMeloni of Italy for her and the Italian government’s support for the @IEA’s largest ever release of emergency oil stocks to address the major market disruptions stemming from the Middle East conflict https://t.co/njWNOSd5hu
Oil Price Expected to Peak Within Six Weeks, Markets Shift
I don't know if the peak oil price will be $125 or $225 but I strongly suspect on a time basis it comes in the next 4-6 weeks, and markets will trade differently after that peak (like June 2022).
Paramount Boosts Budget, yet Star Producer Defects to NBCU
Paramount added $1.5 billion to its Paramount+ programming budget, says Paramount Chief Legal Officer Makan Delrahim. And yet its most successful producer jumped ship to NBCU.
Paramount Pushes Theater Attendance to Outpace Streaming Giants
Paramount Chief Legal Officer Makan Delrahim says "we want customers in theaters" and to compete most effectively against "highly scaled" streaming competitors.