Iran's Crisis Fueled by Prior Sense of Invulnerability
FWIW - The greatest risk to the unfolding events in Iran was, is, and will continue to be the backdrop of invulnerability that existed moments before hand.
Hormuz Disruption Could Persist for Up to One Month
If Hormuz flows do not resume for a month, that's the worst-case disruption duration my colleagues at @RapidanEnergy and I modeled last June when we mapped out a US-Iran conflict on global oil and LNG markets and prices. We modeled disruption...
Energy K‑Shape: Owners Thrive, Consumers Struggle
That sound you hear is the widening of the K-Shaped economy - this time between the owners of energy assets and the consumers of energy assets.
Trump Tells Oil, Shipping to Prep For
The Trump administration has told U.S. oil companies and shipping groups to prepare for a potential waiver of the Jones Act https://t.co/X46i7aSDwu
Half Maternal Deaths in Five Years: New National Strategy
“Across the country,” writes Olivia Walton, “mothers are dying at rates that would have shocked our grandmothers.” Walton, the founder and CEO of Ingeborg Investments and Ingeborg Initiatives, lays out a call to action to stop what she rightly calls...
Prometeo’s Ximeale Man Joins Camp Hustle, Expands North
I'm excited to annouce that @ximealeman is joining us at Camp Hustle this year. Her company, Prometeo, built open banking infrastructure across Latin America. Now they're scaling north. 🧵 https://t.co/FuTF4Xr1CS
Acquirers Are Already Courting Sellers—Be the Next Buyer
9 million businesses changing hands this decade the acquirer in your market is already calling owners already signing NDAs already in due diligence the sellers they close with this year were always going to sell to someone the only question was whether that someone was you
BorrowerJustice Urges CFPB Oversight of Bilt's Risky Transition
Consumer advocacy group @BorrowerJustice has asked the CFPB to bring Bilt under its supervision, owing to the risk posed to consumers from the company's problematic transition to new bank partner Column and processor Cardless. https://t.co/l6UDTQyZjI
Iranian Rocket Near Jerusalem's Sacred Sites Sparks Prayer
Iranian rocket lands "a few hundred meters from the Old City, the Western Wall, Al-Aqsa Mosque and the Church of the Holy Sepulchre." I have warned about this in the past. The reckless and desperate behavior of the Islamic regime in...
Trump Reverses Stance: High Oil Prices Now Beneficial
Trump shifting his own feedback calculus: high oil prices are good now. Let's see how long that lasts.
Renewables Become Only Viable Exit Amid Global Energy Crisis
Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...
China’s Middle East Play: Diversified, Not Iran‑Centric
This is not in fact "a jaw dropping twist" to anyone who has paid attention to China's approach to the Middle East. Beijing has a diversified portfolio of partners and interests, has never put all its eggs in the Iran...
Mortgage Payments Up $1,300 Monthly Since 2021
A $500K mortgage was $1,900/month in 2021. A $500K mortgage is now $3,200/month. $1,000+ more each month for the same home.
Senate's ROAD to Housing Act Threatens Ranch‑style Duplexes
This is a "ranch-style" apartment community in West Virginia, built in 1983 and once owned by an apartment REIT (Equity Residential). It features duplexes across a 92-unit property. It would become impossible to build these under the Senate's "ROAD to Housing...
Rio Silver Poised for Production, Attractive Buy at $85/Oz
Rio Silver $RYO.V $RYOOF Great buy opp setting up here on Rio Silver with Silver still trading at $85/oz and the company going into production by year end ... https://t.co/FCYB1X4WaD
Taiwan's AI Supply Chain Covers End‑to‑End Hardware
2/ Taiwan’s AI supply chain includes companies specializing in: *AI servers *cooling systems *testing equipment *chip packaging *compute racks & trays *fab construction *contract manufacturing
Universal Extends Theater Window to Minimum 45 Days
As studios finally start to see the damage of the short theatrical windows are making long term, #Universal is changing their strategy and will keep #universal released titles exclusively in Theatres for at least 45 days, regardless of performance at...
NHTSA Forum Highlights Growing Support for Zoox AVs
This week, I joined @NHTSAgov Administrator Jonathan Morrison, @TechTekedra, and @chris_urmson for a discussion at the @NHTSAgov National AV Safety Forum. Thank you @USDOT, @SecDuffy, and everyone else involved for your continued support of @Zoox and the future of AVs...
Microbes in Tumors: Unraveling a Controversial Role
What is the significance of microbes in tumors, a field mired in controversy? https://t.co/D5sHkLLsrT https://t.co/ntGLlke4iC
Know Your Software Before Signing Vendor Contracts
Organizations often fall into a pitfall by signing software contracts without fully understanding the product. Vendors may even transition their offerings, leading to a mismatch between what's shown and what's delivered. #SoftwareContracts #Implementation #VendorManagement https://t.co/vyU1Ua8qrL
Telus Tweaks Rates, Signaling Competition, Not Price War
As noted by the KeyBanc analysts, $T released a new mobile rate card today: -Premium 2.0 is more expensive than before -Value 2.0 is cheaper than before Is this a #pricewar? Not quite, but it is a signal of competition in the space. https://t.co/qmhZx9UeS7
Trump Must Nominate CDC Director by March 25
A deadline is looming for the Trump administration. If it wants to be able to have an acting director at #CDC it must nominate a director candidate by March 25. Complicated situation laid out in this piece written before Jay...
Tesla's Biggest Bet: Batteries and Energy, Not Robotaxis
NEW: Batteries and energy, not robotaxis and humanoid robots, are Tesla’s best business bet https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/
Non‑psychiatrists Overprescribe Psychiatric Meds, Endangering Patients
Too many physicians who aren't psychiatrists think "they know best" when it comes to psychiatric medications. Nothing could be further from the truth. Or more potentially dangerous for the patient who encounters one of these dung holes.
Pentagon's Neglect Angers US Merchant Marine
The easiest ways to infuriate the US Merchant Marine: Not give them advance warning on military action. Not provide naval protection for 🇺🇸 ships (5 are stuck in the Gulf) Refuse to thank them after multiple ships are attacked. Waive the Jones Act. The...
Jones Act Suspension Hints at Looming Oil Export Limits
If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will...
Only Use Unsecured Loans when Cash Flow Covers Payments
“Although I caution anyone from doing unsecured loans, I have done some... To minimize risk [I make] sure that the money will be invested in a manner that will increase sales and profits at the business and also that the...
War Threatens Spring Housing Market Stability
Today's podcast discusses is spring #housing is really at risk due to the war? @housingwire @sarahteresa6 #mortgagerates #housing #economics #chartdaddy
US Oil Imports Rebound to 1990 Levels, 2 M Bpd
US is still a net importer of about 2 million barrels per day of oil, roughly back to 1990 levels. https://t.co/p77J48rR7V
Over 400 Voting-Related Lawsuits Currently Active Nationwide
Here is what the Democracy Docket team is tracking today: Active Voting Rights Cases: 167 Active Redistricting Cases: 50 Active Anti-Voting Cases: 91 Active Pro-Voting Cases: 73 Active DOJ Lawsuits: 32 Support their work by subscribing today. bit.ly/4qmEiFz
Homebuyer Demand Index Slightly Up, Still Near Historic Lows
Reventure's homebuyer demand index inched up this week to a 9/100. This index tracks pending sales, mortgage apps, internet searches for real estate, and buyer sentiment. A "normal" reading on the index is 50, a level which we saw before the pandemic. Note...
Iran Opens Hormuz to Indian Tankers, Shifts Trade Route
"Indian Source Says Iran to Allow India-Flagged Tankers Through Hormuz as First Tanker Arrives" Looks like the Strait of Hormuz will be the new Bab el-Mandeb 🍻 https://t.co/370QXTDJC2
Higher Fuel Costs Crush Carrier Margins, Boost Brokers
I agree with this analysis. The gross spot rate that brokers are paying is stable, but the calculated net minus fuel (i.e. carrier margins) is getting crushed due to the surge of fuel prices. Paradoxically, higher fuel costs are...
Simon Peckham Reverses Trend, Investing in UK Businesses
London’s capital markets have been dominated by overseas firms snapping up UK businesses. Simon Peckham is pushing in the other direction. https://t.co/8UIULznzFQ
Finns Show Highest Defense Willingness in Europe
Finns’ willingness to defend their country also polls far higher than in most other countries, especially in Europe https://t.co/k9rSYzOhx1 via @liamdenning @loupalu @opinion https://t.co/cBY7bL9hp4
Costco Shoppers File Class Action for Tariff Refunds
Costco customers are joining a class action lawsuit against the company demanding their share of tariff refunds. Expect more lawsuits like this against other major retailers.
AI Data Demand Will Outpace US Spectrum by 2029
"without additional licensed spectrum, a third of data traffic from AI-enabled devices is projected to go unmet by 2029, undermining U.S. competitiveness in next-generation technologies." via @CTIA https://t.co/k9gWeYKA9j
Deutsche Bank Repeats Risky Credit Expansion Despite Past Missteps
When the financial crisis was heating up, geniuses at Deutsche Bank opted to buy more "highly rated" tranches of mortgage backed securities. With that in mind, when I see that DB says they are expanding their private credit exposure, I...
MEG Shut-In Hurts Tankers, Fuels Oil Rally, SPY Overbought
Full shut-in of the MEG (AG) is obviously bearish for short- mid-term #tanker markers. The tanker stocks are betting this lasts *months*. Oil is partially reflecting, but $SPY is wildly bloated. Trade: -Bullish oil firms: $KOS -Mega bearish $SPY -Holding key tankers: $DHT $STNG
Innovators Unite to Advance ACORD and DTCC Data Standards
Technology data standards ACORD and The Depository Trust & Clearing Corporation (DTCC) - A group of innovators: Yolanda Austin, Ken Leibow, Stephen Kilbon, Megan Cahill, Lisa Cavaliere, Patti Elliott, Jon Volper, Bali Bodeddula
New Deterrent Outshines Nukes, Redefining Global Power
Disagree. They have shown themselves and the world they have a solid deterrent, tbh. A nuke isn’t anywhere as usable as the deterrent they now provably possess and can improve on, and does not come with problems and existential fears of...
Hapag Lloyd Ship Hit in Hormuz, Crew Safe
The Hapag Lloyd container ship Source Blessing was hit by projectile fragments in the straight of Hormuz earlier today. Hapag reports that it was not a direct hit, all crew are safe, and they have extinguished the fire on...
Focus Features' 17‑day Windows Crush Indie Theatrical Releases
One of the things you guys are missing in the news: Focus Features windows stay at 17 DAYS This is why smaller films are getting BULLDOZED They already don’t demand theatrical viewing and here you are dumping them on streaming in less...
CEOs' Inaction Cost Theaters; Universal Extends Windows
This Universal-extending-windows news is fantastic for theaters but your lazy CEOs at the theatrical chains who did not DEMAND THEM back in 2023 when there was LEVERAGE is UNFORGIVABLE That temerity cost many theaters their existence
Iran Conflict Threatens Global Economy Across All Sectors
The Iran War could trigger a global economic crisis and you won’t find a better summary of why than this one sentence from Rachel Ziemba below. Yes, this is about gas prices. But it’s also about: - the cost of food...
Oil Surge Drives Canadian Mortgage Rates Above 4%
Mortgage Rates Go Up: As The Price Of Oil Goes Up So Do Mortgage Rates Unless the War In The Middle East ends quickly we will soon see most Mortgage Rates in Canada start with a 4 And ZERO chance of Bank...
Tesla FSD's First Cannonball Run Shows Driving's Future
The BTS of the 1st successful Tesla FSD Cannonball Run, and my take on the future of human driving. https://t.co/nmJtF5Cw0S
Unimpeded Tankers: Heading to China or Beyond Seiz
Would like to understand why these tankers are sailing unimpeded. Is it that they are going to China? Is it physically impossible to commandeer these ships like with Venezuela?
Oil Likely Tops Soon; Expect Retracement to $98‑$110
$USOIL - As I've already stated I think that a major top is already in, but whenever a commodity goes parabolic, it usually doesn't collapse in a straight line, but retraces a significant portion of the initial decline. The upside...
Coercive A&E Dominates $38B Software Maturity Market
The software maturity wall isn't a secret. Everyone has this chart. $38B in 2028. Mostly B and below. These aren't getting refinanced at par. They're getting extended. The only question is whether the A&E is consensual or coercive. And if the last...