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 go fight (like both their mom and dad had to) the Islamic Regime in Iran when their interest/behavior gave them more and more capability (nuclear/ballistic shield) to attack us.
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.
Paramount Warns Netflix‑Warner Merger Threatens Hollywood Future
Paramount Chief Legal Officer Makan Delrahim says Netflix - Warner deal would have had "serious consequences for the future of Hollywood." A Paramount-Warner deal is about "increasing the amount of content."
Israel Blocks Military Damage Footage, Permits Civilian Destruction Coverage
Israel doesn’t not allow filming of damage to military infrastructure, they allow journalists to film damage to civilian infrastructure. He is a CNN Reporter showcasing the damage done by a Hezbollah Rocket to a home…. u can imagine what you...
XHB Endures Sharpest 9‑Day Drop Since 2022
Homebuilders $XHB worst 9-day selloff since June 2022 -13% since the first of the month. The housing market sucks. @stockcharts https://t.co/wJDyxPUMdv
Durable Moves Allow Either Repression or Disinflation, Not Both
Nothing new here, and cycles matter + drivers/duration, but I'd note in more durable moves you can repress or disinflate, but you can't do both. The room for repression is def far less, the durability and duration of the drivers in...
Pilots Report Turbulence Nationwide Despite Smooth Flight Promises
Pilot “we have a smooth flight ahead today for you” Actual reports from pilots across US today: https://t.co/JSJaee4rf7
Georgia Supreme Court Seeks Career Central Staff Attorney
The @SupremeCourtGA is looking to hire a career central staff attorney. If you’re interested in applying, you can read more about the position here. #AppellateJobs #AppellateTwitter https://t.co/hPqNbY9piC
Future of Rail: C‑Suite Leaders Shape Next Decade
Trains is hosting its first in-person B2B event about the Future of Rail: The next decade in Chattanooga on July 28, 2026. We are working on an unbelievable lineup of C-suite speakers and senior leaders to discuss the future of...
Cramer Declares Unwavering Bullish Stance on Oil
Cramer getting sassy about Iran not having the cards to force oil to $200/bbl by citing the US experience in the... Vietnam War? I've LITERALLY NEVER BEEN SO BULLISH. https://t.co/d8799zIp8i
Make Email Copy Memorable with Specific Numbers
Most email copy isn't bad. It's just forgettable. The problem is vagueness. "Thousands of happy customers" could be anyone. "4,312 customers, 74% reordered within 60 days" is you. Go through your last email. Find every line that could have been written by...
Voyager Expands Infrastructure to Meet Soaring Demand
Important new piece of infrastructure for Voyager in response to increasing demand for our technology. Also great to be alongside great partners like @anduriltech and @The_TrueAnomaly $VOYG
Travel Bookings Disrupted by Iran War, Seeking Stories
Did you book travel through an OTA like Expedia or Booking.com, and it was disrupted by the Iran war? Message me for a news story I’m writing. Thanks
Lynk Architecture Cuts Costs by Splitting Functions
“we like the Lynk architecture. It’s a unique design which puts certain functions up in the satellite, certain functions on the ground and this will deliver an overall lower-cost business case,” via @malleven33 https://t.co/QPfqnMP3XF
Theaters Shrinking, Shorts Suffer as Studios Cut Windows
It’s ONE studio and it’s still less than HALF what windows were in the past Your do-nothing CEO is to blame for not getting REAL windows REINSTALLED years ago But do go on with your $AMC propaganda as theaters are literally bulldozed https://t.co/q5lB5ULkaw
Avio Posts Record 2025 Earnings, Fuels US Defense Expansion
Space-launch, defense propulsion manufacturer @Avio_Group reports record rev, profit, EBITDA for 2025 w/ Vega-C & Ariane 6 rocket successes . Launcher profit to fund buildup of US defense business. @esa @ASI_spazio @ArianeGroup @Arianesace.https://t.co/pdVgkR5CeO https://t.co/xHn1y6vHnp
Trump Admin Allegedly Engineered Iran War, Ignored Contingency Plans
Ah yes, Trump admin clearly always planned to for the Iran War to go this far and to have the Strait of Hormuz shuttered. That's why they didn't pre-plan any of the insurance facilities, SPR releases, or have enough naval assets...
NYC Teens Ride Late Subway Safely, Defying Safety Myths
thousands of NYC teenagers ride the subway after 7PM every day and in fact they are quite safe... @SecDuffy
Board Appointments Aren’t Guarantees—Stay Engaged, Advocate.
This is a hilarious report from the MARTA Board meeting today, and a sobering reminder that just because someone has been appointed to a City board or committee, that doesn't mean they're particularly qualified or productive (if I get real...
U.S. Remains Only Major Destination Losing International Travelers
U.S. is only major destination in the world to see a decline in international travellers in 2025. So far 2026 getting worse — NYT wonder why
U.S. Navy to Escort Ships Through Hormuz when Feasible
Iran War: U.S. Navy will escort vessels through Strait of Hormuz as soon as ‘militarily possible,’ Bessent tells Sky News