Romania to Host US Jets for Iran Operations
SCOOP: #Romania is set to approve a US request to temporarily deploy fighter jets at a Black Sea airbase to help with its military operations in #Iran, sources tell @atimu2 and me. The deployment would include as many as 500 additional US soldiers. https://t.co/wisV1rFGW1
Google’s $260B Ad Empire Fuels YouTube Monopoly
How bizarre. To edit this entire TechCrunch report, in particular this graph and not mention Google had north of $260B in ad revenue on top of YouTube. The monopolies are all tied. YouTube relies heavily on user data ingested from...
Westward Gulf Pipelines Become Critical in Coming Weeks
In the coming days and weeks, a lot may hinge on the pipelines running West from the Gulf. Chartbook Top Links of the day just dropped: https://t.co/olUgBDf1dD
Boeing Lands $298M Israel Deal for 5,000 Smart Bombs
We break: Boeing has a new $298 million contract with Israel to deliver as many as 5,000 new air-launched smart bombs, according to three people familiar with the transaction https://t.co/WCseIjItOf
Iranian Naval Attacks Mirror Houthi Red Sea Threats
The Iranians seem as skilled at targeting ships as the Houthis in the Red Sea. https://t.co/K0O7c7Jd1G
Navy Oiler Grounded After Captain Takes Risky Shortcut
Some great timing with the report on the grounding of USNS Big Horn of @MSCSealift coming to light as operations are underway in the same region with USS Lincoln. "A US Navy oiler ran hard aground after its captain urged a...
Seasonal Blend Adds 25¢; Limited Further Gas Rise
25 cents of the 65-cent surge in retail gasoline prices was due to the usual seasonal switch to the summer RBOB blend... ...and if futures hold here, we are only looking at another 10-15 cents of pump-price upside $UGA $GASO...
New Nonprofit Secures $500M to Upgrade Science for AI
New nonprofit launches with at least $500 million to modernize scientific process for AI era https://t.co/yuypno6rVY via @ADeAngelis_bio
EU Naval Escorts Secure Red Sea Shipping Since June
Meanwhile, over in the Red Sea and Bab el-Mandeb, the European Union navies of @EUNAVFORASPIDES are escorting European ships through the region against the Houthis, who have not attacked a ship since June. https://t.co/PmfgtJBba8
Prescribing Mood-Boosting Probiotics Feels Like Magic
Me, during a patient appointment, going over probiotic strains that are evidence-based for mood/anxiety: "I feel like I'm casting Harry Potter spells right now" 🪄
Air India Express Hard Landing: Tire Burst, Nose Gear Lifted
Here are some additional scenes of how it happened on Air India Express. You can see the amazing landing: main gear hard landing, bounce, tire burst, and nose gear landing. No slides were deployed, so at least some money was...
USTs Slide as Record IG Issuance Fuels Supply Pressure
Oddly USTs under pressure ahead of what is expected to be a soft Feb CPI (0.2 core) print. Supply seems to be part of it. Yesterday's 11-deal IG issuance ($66B) was the biggest single session on record.
David Levy on Streaming Wars, Paramount‑WBD Impact, Women’s Sports Rise
New pod: Former Turner chief David Levy gives his view of the sports media business--from the streaming rights arms race to the sports implications of the Paramount –WBD deal to the continued growth of women's sports. https://t.co/tMMRVrLN2f
Seeking Updated European Marginal Fuel Data Post‑2021
Hive mind: Has anyone seen (ideally recent) data on the marginal fuel in European countries? The Zakeri and Staffell paper from 2023 gets cited a lot but it's from a few years ago, data for 2021
Beyond CX: The Next Frontier in Banking
[New Episode] Joe Pine: What Comes After Customer Experience in Banking. Watch the latest episode with @joepine, the author of Experience Economy: https://t.co/IxymL1KiHq https://t.co/yBfvjgK08C
Europe’s Fossil Dependence Exposes Vulnerability, Urging Faster Energy Transition
I was interviewed by @AlJazeera on impacts of Middle East crisis on energy markets. We discussed Europe’s structural vulnerability due to fossil fuel imports, broader economic effects of energy price volatility & why this moment should sharpen focus on the energy...
Transform Low‑Traffic Retail Areas Into Revenue Engines
Turning Quiet Corners Into Sales Drivers: Reviving Low Traffic #Retail Zones [NEW POOST] - B2B Marketing Blog | Webbiquity - https://t.co/oE7LTvVlWV https://t.co/cbOyS39t1h
War on Iran Threatens Global Resources and AI Economy
Sulfur and Helium and Fuel and Fertilizer and Food … needed for the GCC & World… held hostage from Trump-Netanyahu’s war on Iran. Collateral damage: AI ecosystem of Investments, US hegemony and lives.
Uber Partners with Zoox for Robotaxi Rides via App
NEWS: Uber has reached an agreement with Zoox to make rides available through the Uber app on the Zoox purpose-built robotaxi starting in Las Vegas this summer and expanding to LA next year. Story and details @TheTerminal with @natlungfy This is...
WTI Oil Bounces Between $82‑$92 Since Monday
Ex the plunge yesterday afternoon, WTI crude oil has ranged from $82 to $92 since mid-Monday https://t.co/B3lICn2XOe
Amazon Brings Health AI to Website, Offers Personalized Care
Will be interesting to see product recommendations on Amazon for those choosing to use Health AI... -> Amazon expands its healthcare AI assistant Health AI to its website and app; the service was previously only available on the app...
Post-War Recovery: Trust Lags, Trade and Cooperation Suffer
Even if the war ends fast, “normal” won’t fully return. Trust and relationships are slow to rebuild, and that shows up as less trade, less cooperation, and more expensive risk management. https://t.co/mIgNA1yJph
Tesla FSD Hesitates on Green Left Turns, Misreads Speed Zones
Tesla FSD (Supervised) v14.2.2.5 Sudden braking on greenlight protected left hand turns. At Van Ness and Broadway there's two lanes of arrow-lighted protected left hand turns. Today the MY braked hard even when light was green. I tapped accelerator and we...
Young Staff Outsmart Outdated Media Oversight Teams
Yup and yup. WTF is wrong with social media oversight functions at large media companies. The young people managing these accounts 100% know what they are doing and know the old people 100% have no idea.
MIT Professor Hired by RFK Jr Fails Scientific Standards
The MIT professor who has been appointed by Robert F Kennedy Jr to review the safety of Covid-19 vaccines has failed to meet basic scientific standards in his own research on the topic, according to more than a dozen scientists...
Strait of Hormuz Ship Insurance: Power Shift Looms
Who will control/dominate the insurance business of ships transiting the Strait of Hormuz once energy is consistently flowing again?
Trump’s Lies Expose Iran‑controlled Hormuz, Urging War Halt
Trump LIED to the world, and those who believed him are finding out the hard way. Iran effectively controls the Strait of Hormuz, and it’s currently a no go area… He has a simple choice: STOP THE WAR…
WTI Crude Likely Slides Below $57.42 by 2026
A Down 2026 for WTI Crude Oil Is Under $57.42; What Stops It? The world's largest energy producer and net exporter's attack on Iran and the closure of the Strait of Hormuz provided strong reasons to pump crude oil prices...
Reeves Warns Against Speculating on Iran War's UK Impact
Reeves says it would be unwise to speculate on the impact of the Iran war on the UK https://t.co/lxv5sZS2wX via @Joe_Mayes https://t.co/QXrz0KRzLZ
Medicaid Loopholes Fuel ABA Therapy Exploitation Crisis
Outstanding WSJ story on the explosion of ABA/autism therapy -fueled by lax Medicaid payment and often non-existent compliance policies, $20/hr RBTs credentialed after a 40-hour online course, and annual staff churn of 50–100%. Our “pay and chase” reimbursement system assumes...
Energy Index Surge Threatened by Falling US‑Canada Demand
Collapsing US, Canada Demand vs. Supply and Energy - The Bloomberg Energy Spot Index (BCOMENSP) has had an exceptional year in 2026, gaining about 30% to March 10. Is it sustainable? My graphic shows top reasons why the 1Q pump...
SA Military Deploys to Eldorado Park to Tackle Gang Violence
News Just in 🇿🇦‼️ The South African National Defence Force has been deployed to Eldorado Park in Johannesburg to support the South African Police Service in combating gangsterism and violent crime in affected areas.
Iran's Hormuz Control Boosts Oil Exports Beyond Pre-War Levels
Iran’s Control of Hormuz Means It’s Exporting More Oil Today Than Before the War https://t.co/UlXJwHN0ld
War Insurance Boom as Gulf Datacenters Seek Coverage
Leigh Harris says Insurance industry could make out big over the Iran War. Lots of Datacentres are being built around the Gulf and they now want Warfare Insurance cover.
Oil Tanker Risk, Not Insurance, Drives Sky‑High Premiums
Leigh Harris, Insurance Writer at FT, says the Oil Tanker problem in Strait of Hormuz is not due to Insurance. Underwriters are insuring Ships but can be 12x the usual rate. The problem is risk of being sunk and to crew...
Rising Gas Prices Clash With Record Low Market Volatility
$3.50 Gasoline Spike May Fuel $2 Toward Year-End - The oxymoron of spiking energy and precious-metals volatility vs. a complacent stock market may prove unsustainable, with deflationary implications. Sustainability is a key question from my graphic showing the national average...
Maersk's Longer Routes Spike Costs, Reduce Container Loads
Maersk. Ships trapped. Bunker fuel needs. Ships going around Cape of Good Hope and longer transit means more fuel. Mines. Needed products not movings. Fewer loaded containers. Less revenue and higher costs. Shippers paying surcharges.
Iran Attacks Thai Vessel in Strait of Hormuz
News Just In, Thailand 🇹🇭 Iran has hit a Thai ship that was attempting to pass through the Strait of Hormuz.
Oil's Global Conflicts Drive Home Energy Costs
Why oil matters: conflicts abroad, costs at home - The Story | Podfollow @ACGlobalEnergy #oil https://t.co/tCpybAcB7p
Oil Climbs 2% as Iran Threatens Tech Sites, Reserves Released
Oil prices +2% - here’s the latest: ⚠️ Iran: Says it will target U.S. technology company facilities next, including $AMZN $MSFT $NVDA $IBM $ORCL $PLTR locations in Israel, Dubai, and Abu Dhabi 🛢️ Oil reserve release updates: 🇩🇪 Germany to partially release national...
Regime Hardening Likely
B of A: “.. We now see ‘regime hard lining’ as likely as a quick end .. where military operations spill over into 2Q, 3Q or even 4Q26 ..” https://t.co/laJv8DdjWS
CNN's Tel Aviv Reporters Hide; Tehran Reporter Roams Free
Isn’t it ironic that the @cnni reporters in Tel Aviv are constantly running into bomb shelters yet their colleague in Tehran is reporting freely almost all the time… Who is winning? https://t.co/MWgoEWIWte
Oil Prices Drop, Likely Stabilize at $90‑$100
I wrote this piece: "What can make the oil price fall?" on Sunday night because debate around oil had gotten far too one-sided. We've now fallen significantly and - while hostilities continue - I think we'll bounce around in a...
Emergency Reactivation Needed Amid Bad Timing and Platform Flaws
This is just amazingly, spectacularly bad timing. And LCS isn't really a "better" MCM platform than these. Worse, in some ways. IMO the only sensible thing to do right now would be an emergency reactivation given the circumstances, using whatever gear and...
China's 90% Model Undermines Global Industries
Industries don't collapse overnight. They are systematically pushed out. China's 90% Model works by building production capacity to meet 90% of global demand in a targeted sector. Chinese companies then flood markets and price at or below marginal cost—supported by subsidies, cheap...
US Unveils Lucas, a Drone Matching Shahed's Weight Class
The U.S. has a drone that punches in the same (financial) weight class as the Iranian Shahed. Everybody, meet LUCAS. #shahed #drone #iranwar #geopolitics https://t.co/hoDkzlZII0
Strait of Horm
US political leaders, the oil industry, and traders are waking up to what we advised clients in June: restoring oil and LNG flow in the Strait of Hormuz won't be quick or easy. A load-bearing assumption in global energy is...
IEA Report Signals Shift From Oil Oversupply to Shortages
From oversupply to concern of shortages - IEA oil stocks release is coming, sources say https://t.co/ttzyIWK0qw
Meloni Threatens Crackdown on Energy Price Speculators
Meloni says the Italian government could take action on companies speculating as energy prices spike over the war https://t.co/BbvWulpYyD via @donatopmancini https://t.co/mdhE0Kkxk9
Media Mutes Outrage as GOP Leaders Ignore Anti‑Muslim Hate
Bigotry and xenophobia are pillars of fascism. Outrage should be a pillar of journalism, but reaction to Ogles and Fine has been muffled in media. Mike Johnson refuses to condemn anti-Muslim comments by Republican lawmakers https://t.co/gfhLvgwK79