Trump Speech Triggers Brent Crude Jump, Prediction Proven
After Trump’s speech on Wednesday night, the price of brent crude futures jumped from below $100 to around $108. On Wednesday, that’s exactly what I told @MarioNawfal what oil would do. https://t.co/CbkZMrjXlx
Trump Administration Hit with Multiple Judicial Setbacks
The Trump Administration’s legal week in review: 1. Judge finds NPR/CPB defunding violated free speech. 2. Judge orders White House ballroom project halted. 3. Judge rejects bid to revive Jay Powell subpoenas. 4. Bondi fired. 🤡 @WSJ @NickTimiraos https://t.co/5E9ouOHp1U
Republicans Cling to Fossil Preference Despite Renewable Surge
Propaganda has brainwashed some of the public to think fossils are good and wind/solar are bad, but fortunately, reality and physics win, as new wind and solar are dominating in the U.S. and worldwide. "A year into the second Trump administration,...
Carney's Green Strategy Shows Promise, Yet Oil Risks Remain
Lawyer Michael Bissonnette, @WCELaw, says Mark Carney's new approach to environmental protection has potential, but also issues around oil and gas development. #cdnpoli #ableg https://youtu.be/zNb7Y3CZK70
FlexGen Expands Portfolio by Acquiring Clean Energy Services
FlexGen moves to expand offerings with acquisition of Clean Energy Services #energysky -- via pv magazine usa: https://t.co/gH2wMVbd2S
Passenger Ignored Safety Call, Slaps Flight Attendant
Flight Attendant Got Slapped on Tigerair Taiwan Flight from Fukushima Tigerair IT753 from Fukushima to Taoyuan... Captain had been broadcasting multiple times during descent... fasten seatbelts, stay seated, no moving around. One lady stood up anyway, probably to put her shoes...
NYT's Decline: Fact-Checking Skills Eroding Among Reporters
I read the NYT every day from age 13 into my late 30s. It was always liberal, but it usually got the facts right. Now I’m seeing story after story that’s provably wrong, often on things anyone can fact-check in minutes. The real...
Judge Upholds Ruling, Opens Appeal Over Fed Subpoenas
The judge who ruled that Pirro's subpoenas of the Fed were improper denied the government's motion to reconsider his ruling, paving the path for an appeal that could continue the brinksmanship with Tillis over the Warsh confirmation https://t.co/dp3pXhJdjy
SoFi's Fintech Façade Hides Risky Unsecured Loan Engine
$SOFI's "fintech" mask hides a massive unsecured lending operation - Bank in disguise: lending ~90% of profits, NII >60% - Growth driven by risky unsecured loans in a saturated market - Aggressive accounting inflates earnings - Re-rate to bank multiples => 60%+ downside https://t.co/ZZ8DRGoMRM
Industrial Carbon Tax: Key Tool for Climate Mitigation
I am going to use this as an auto-reply on stories about the role of the industrial carbon tax. https://t.co/ZcVNH2IkKS
MrBeast Docuseries Explodes: 2M Views, Doubling Fast
Can’t believe the reaction to our "45 Days with @MrBeast" docuseries 😭 Episode 1 already has 2M views Episode 2 just dropped and on pace to double it Been working on this for 8 months, excited to finally have it out there https://t.co/nduBCBG6yL
Earn Money by Charging EV During Octopus Agile Window
you get paid to charge an EV tomorrow on Octopus Agile for ~4 hours, or use any electricity during that time https://t.co/HdyttCqgwD
Tech-Driven Cohesion: Keeping Small Teams United
My latest on building/maintaining small unit cohesion in our world of ubiquitous technology and connections.
Be the only Specialist, Not Just the Best
🧵 Doctors, don’t try to be the best. Become the only. “Best doctor” is crowded. Every clinic claims it. “Only doctor for this problem” is clear. No comparison. Pick one condition. Own it deeply. Be known for it. Patients don’t remember the best. They remember the specific. Are you just another...
Copper Cheap vs Gold; Need Eight New Escondidas by 2030
Copper is up over the last decade but trading at an almost four-decade relative low against hard money gold. Chile's Escondida mine in the Atacama desert is the world's biggest copper mine. The world needs eight new Escondidas by 2030. https://t.co/ogTy5RdE0y
State of Decay 3 Alpha Opens Next Month with Co‑op Gameplay
State of Decay 3 Alpha playtests start next month. There will be 4-player co-op, new base building, and “a whole lot of combat” you can sign up at https://t.co/KobvVEUmYw https://t.co/M3sQnCQmn5
Manufacturing Jobs May Rise Slightly, Yale Predicts
I do think its important to note it would not be shocking if manufacturing employment moves higher over the year. It is hard to say because of downstream losses from higher input costs, but factories are being completed. The Yale...
Good AI Diagnoses, Bad Chat Interface Worsens Outcomes
This new Nature paper (using old models) illustrates the point of my latest Substack post on AI interfaces. AI did a good job diagnosing medical issues, but when users had to interact with chatbots the interface led to confusion &...
Iranian AI LEGO Cartoons Mock War, Thwarted by LEGO Lawsuits
Now I want to read an interview with the LEGO legal team fruitlessly sending cease and desist letters to the IRGC.
Rescue Squads’ Heroics Hint Iran’s Potential Fallout
With news of an F-15 shot down over Iran, I’m reminded of my time embedded with the Alaska National Guard’s 176th Wing during CSAR training. The 210th, 211th, and 212th Rescue Squadrons worked together to recover two downed pilots, I...
Big‑4 Consultancies Delivering Thin, Harmful Advice to Universities
’Sounds like mgmt. consultancies—esp. the Big 4—are shortchanging universities in the UK & elsewhere. “The advice from these [firms] is always the same. What results is boring, banal & gossamer-thin at best—at worst positively harmful.” Via @gsoh31 @FT https://t.co/0YJw0Je09J
Trump Pushes Higher Defense Spending Amid Slowing Growth
During the Clinton reign (1993-2001), US defense spending fell from 4.3% to 2.9% of GDP - while GDP SOARED at 4.0%/year. As the economy slumps to 2.1%/yr GDP growth, Trump proposes to increase the defense budget from ~3.0% to 5.0% of...
Electrospray Cooling Boosts Solar Panel Efficiency, Saves Water
Electrospray cooling can boost PV panel performance with minimal water use #energysky -- via pv magazine global: https://t.co/tFbOoSFCLn
Drones Account for 96% of Russian March Casualties
Drone strikes caused 96% of Russian casualties in March. And most of their other losses of assets within Russia. Drones and missiles now dominate the battlefield.
Mesmerized Walking Beneath Saturn V at Kennedy Space Center
Walking under the Saturn 5 in @kennedyspacecenter and getting mesmerized 😍🤩🤯🤯 @youtube @youtubecreators nasa #nasa #saturn5 #travelbyyoutube
Clear Argument Calls Out Opportunistic Court
+1 super clear, well argued. Please read and share with those stretching the court decision into opportunistic advocacy.
Holiday Box Office May Be Too Crowded for Three Blockbusters
Is there enough room on the December holiday box office corridor to support #AvengersDoomsday, #DunePart3 and #Jumanji3? Early tracking reveals some surprising dynamics at play. https://t.co/qP2egtR6qU
OpenAI's TBPN Acquisition Rooted in 1902 Anti‑capitalist Precedent
If you are wondering why @openai bought @tbpn, then you have to go back to 1902 to get an answer, from an unlikely and the least capitalistic of sources. My short and sweet column from last evening (tip @techmeme). https://t.co/OUAfFSYMS6
AI Medical Tools Need Evidence, Not RCTs, to Trust
How can we trust CDS AI like OpenEvidence, DoximityGPT, etc if no one's done studies showing their use improves patient outcomes? While I understand the intent, I think it's ultimately a misguided question. Anytime a new medical textbook comes out, should...
H.264 Streaming License Fees Skyrocket to $4.5 Million
Firm quietly boosts H.264 streaming license fees from $100,000 up to staggering $4.5 million — backbone codec of the internet gets meteoric increase, AVC hikes follow disastrous H.265 licensing increases https://t.co/49v3Qgp84T
Prairie Style: Modern Living Beyond Grandma’s House
Be honest: when you hear ‘prairie style’ do you picture your grandmother’s house or something you’d actually want to live in? Because I just revealed a project that might change your mind.
France Considers Targeted Fuel Aid Amid Iran War
France weighs targeted fuel aid as Iran war pushes up costs https://t.co/cq1BDGxOCP via @WHorobin https://t.co/XDxJyMTgxY
Mortgage Defaults Return to Pre‑pandemic Levels, Boosting Inventory
Mortgage defaults in the U.S. are now back to pre-pandemic levels. In Q4 2025, 4.3% of mortgage holders were in default, a level slightly higher than 2019 figures. This return to normalcy in mortgage defaults is actually good news, as it means...
Pakistan-Led Mediation on US‑Iran Ceasefire Stalls
The current round of efforts by regional countries led by Pakistan to reach a cease-fire between the U.S. and Iran has reached a dead end, mediators told the Wall Street Journal.
Truckers Face $6K Rise From Carbon Tax Hike
Dear @SenatorWallin, you should learn what is covered by the industrial carbon tax. I challenge you to show a calculation that the April 1 increase in the industrial carbon tax increases costs to truckers by $6k. Please show how those...
WTI Oil Beats Gold Over Past Year
Wild. WTI oil now outperforming gold over the last twelve months. $oil : $gold ratio https://t.co/45PLa8stic
Buy McCormick to Capture M&A Premium Amid Consumer
Q1 saw rare consumer megadeals as firms seek scale to counter slowing growth, tariffs and shifting tastes. Risks: integration and regulatory hurdles. Trade insight: buy McCormick for M&A premium capture. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Bondi's Legacy Spurs Ten Strong AG Contenders
10 contenders to succeed @AGPamBondi as attorney general, from @mrddmia (who is very well-connected in Trumpworld and has Trump's ear on legal matters).
Strong Visionary Show Sparks Apprehension Under OpenAI
good taste in insider tech stories, great bookers, took themselves seriously (in a good way), had a positive vision for what the show should be rather than just reacting to "the media," excellent on twitter clips... all of which fuels...
Boyle’s A16z Stance Undermines Her Media Trust Argument
Thanks for reminding me Boyle speaks for the a16z brand. They’ve had a number of goes in what reads to be a strategy to devalue anyone/anything they can’t influence. Using an aggregate data point on media trust sort of defeats...
Europe's War Reluctance Grows Amid China Economic Ties
If Europe wouldn't assist in a war with a regime that every leader has condemned that has been left nearly powerless, there is little chance they would support a war against China where strong economic and supply chain dependancies exist
CENTCOM Exaggerates Hoveyzeh Missile Length by Factor
PAO/@CENTCOM keeps claiming the Hoveyzeh LACM is "twice as long" as PrSM. PrSm is 3.96 m; Iran's LACMs (including Hoveyzeh) are ~6 m-long Kh-55 clones. Please divide six by four. https://t.co/fUnUu3fWmM
Freight Leads, Payrolls Follow: Industrial Recovery Confirmed
Freight signals move first with payrolls to follow, confirming that the industrial recovery is real The freight charts are showing COVID like strength, all thanks to manufacturing
Humans Return Beyond LEO After 50 Years
Getting a ringside seat to space history - after over half a century humans venture out beyond LEO again #Artemis #NASA #spaceflight #ArtemisII https://t.co/RMT4s1iZSC https://t.co/7NGliTWrD1
Nation's Largest Urban Battery Deploys Near San Francisco
Nation's largest urban battery to take center stage near San Francisco #energysky -- via Canary Media: https://t.co/fv1RqbWPt2
OpenAI and Anthropic Defy Trend, Pursue IPO
We know that OpenAI and Anthropic want to go public. The question is why, in an age of "stay private longer" https://t.co/6SiRk8bCTb
Questioning Futures Curve: What Is True December WTI Expectation?
Assuming, as most of you seem to have massive confidence, that the futures curve is not a reflection of true market expectations of future spot. Current Dec Futures are 72.5 ish. What do you think the market expectations for...
Revolut's Tiny Fine Masks Looming AML Supervision Costs
Revolut's 2025 profit: $2.3 billion. The Lithuanian AML fine: €3.5 million. Trivial relative to profit. But it may have just put Revolut at the top of AMLA's direct supervision list starting 2028. AMLA supervision isn't a fine. It's a permanent structural overhead. That changes...
Artemis II Captures Earth’s Auroras and Zodiacal Light
Breathtaking view of Earth taken by Artemis II commander Reid Wiseman after the TLI burn yesterday. The NASA post (link below) explains the two auroras and the zodiacal light in the image. https://t.co/jSToocbGT1 https://t.co/7lbb8pErhF
Zipline Launches Autonomous Charging Stations for Drone Fleet
Zipline Unveils #Autonomous Charging Stations for Its #Drone Delivery Fleet by @tweetciiiim #EmergingTech #Technology #Innovation https://t.co/qGhjC53ysu