Oracle Data Center Debt Costs Surge to High‑Yield Levels
Wow, borrowing costs on Oracle data center projects have widened to as high as S+450 $ORCL is IG. The data centers being built for Oracle are pricing like high yield.
Only One‑Third of 2026 Data Center Capacity Under Construction
12GW of data center capacity supposed to come online in 2026. Only a 1/3rd is actually under construction. The capex is committed. The infrastructure can't be built fast enough.
Creatine Plus Probiotic Eases Depression via Gut‑brain Energy Boost
1/2) New placebo-controlled human randomized controlled trial finds creatine + a specific probiotic is effective in treating depression. The mechanism is fascinating, involving the probiotic increasing creatine transporters in the gut, leading to increased brain energy metabolism. If you're passionate about this...
Promised Jobs Lag; Most Face Rising Prices
"Those jobs and factories haven’t materialized, at least on the grand scale the president and his top advisers have promised." "Even if... there are some sectors that have positive employment effects, the effect for most people is going to be higher...
Nexchip Seeks Hong Kong IPO to Boost Chip Output
China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews
Pipelines Pose Greater Security Risks Than Ships
Problem is pipelines are much harder to defend, easier to rupture and cyberattack than ships unless you bury everything far underground which is exceedingly difficult.
Artemis II Poised for Engine Burn, Mission on Track
All things considered the Artemis II mission seems to be going splendidly. Big moment for today comes this afternoon with the go/no go decision to burn Orion’s engines for the Moon.
Batik Air Trims Capacity 35% Amid Fuel Price Spike
Batik Air Malaysia has temporarily cut its capacity by 35 per cent until April 12 as part of a short-term capacity management strategy amid fuel price volatility and global economic uncertainty, the airline’s CEO tells me when contacted today. Read...
Social Media Amplifies Instant Narrative Spread Worldwide
FWIW - It's not the speed of the narrative change that is different today. That is always immediate. What is different today is the speed and breadth of the transmission of narratives. Thanks to social media it moves instantly...
Amazon Targets Globalstar Amid Apple Stake Complications
Macro: LEO consolidation accelerates as Amazon eyes Globalstar (GSAT +12%). Key: Apple’s 20% stake complicates talks; SpaceX competitive pressure. Risk: deal uncertainty, regulatory review. Trade: buy on confirmed deal. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
OneWeb
1st of 440 @Eutelsat OneWeb sats built by @AirbusSpace launch this yr on @SpaceX; the balance 2027-31 on @MaiaSpaceOff , debuting 2027. @defis_eu #Iris2 LEO constellation's 264 sats, likely from Airbus & @aerospacelab_ , to be interleaved somehow w/...
Macron Calls Military Reopening of Hormuz Unrealistic, Urges Iran Dialogue
French President Emmanuel Macron says it is "unrealistic" to think the Strait of Hormuz can be reopened through military means. "We must be able to reopen this strait because it’s strategic [...] but it can only be done in consultation with...
UK PM Ready to Hand Over Overseas Territories to US
Finally a UK PM who is willing to surrender overseas interests to USA. Now let’s finalize it by taking Gibraltar, Diego Garcia and Greenland.
Embargo Preferred Over Military to Stabilize Oil Prices
Taking Kharg Island or bombing powerplants takes Iran's oil off global markets for a long time. That spikes oil by a lot more and is what markets fear most. Better to do an embargo and take Iran's oil off the...
Moon‑bound Power: Artemis II Launches Astronauts Home
This is the power It takes to launch astronauts To the moon and back. #artemisii #haiku #artemisiihaiku #nasa #rocketlaunch
Trump Claims US No Longer Needs Middle East Oil
🇺🇸 President Trump just said the United States doesn't need oil from the Middle East
Physical Commodities' Real Value Lies in Logistics
Watch closely and you can see the crowd awakening to the reality that physical commodities are far different from financial assets. Yes, there are supply and demand. But there is all the in between: transportation, storage, processing... which ultimately...
New Substack Launch Offers March Battlefield Update
.@kriegsforscherD and I have setup a Substack page where we will write about the war and other developments. In the first post, @kriegsforscherD gives a battlefield update for March. https://t.co/q6wJeXqZgh
Media Platform Fuels Extremists by Granting Them Attention
The #BrokenTimes loves to profile extremists, giving them what they crave: attention. The Women Who Believe Women Should Lose the Right to Vote https://t.co/aN0UVSJKMd
Europe’s Self‑destruction: Immigration, Anti‑business Policies, AI Lag
Europe is on a path to destroying itself. Unchecked immigration of millions of immigrants that burden their welfare states, bring violence and terrorism to their shores, and take over local governance, one city at a time. Anti-capitalist policies that...
Cohesion Remains Key Amid Soldiers' Expanding Communication Networks
“Throughout the long history of war, militaries have understood a simple truth: Combat effectiveness requires cohesion…” my latest @WarInstitute https://t.co/nJIWXS3vpi Today’s soldiers operate in a world of constant connectivity. They are embedded in dense networks of communication that extend far beyond...
Global EV Surge Accelerates: Q2 Demand Set to Explode
March EV numbers are in for some countries and they're a banger. Just wait for orders placed in March to come through in the 2nd quarter France (Tesla): +203.1% YoY Sweden (Tesla): +144.0% YoY Brazil: +92% YoY (Feb) Colombia: +82% YoY (Jan) Norway: 98% EV...
From 23% Underwater to Record Home Equity Gains
In 2010 we had over 23% of the homes underwater; today, we have massive home equity @housingwire @sarahteresa6 #housing #realestate #mortgagerates #economics #chartdaddy
Buy Energy, Use Pump Puts Amid Market Divergence
In today's Early Look: "Long Energy & Pump Puts" While the Tourist crowd was busy chasing $SPY and $QQQ to lower-highs yesterday, the fractal was telling a different story. That's why I opted to buy Oil/Energy and introduce what I'm calling...
Hospitals Overspend on Consultants and Supplies, Resist Savings
Why aren’t any of these at risk hospitals publishing their full accounting so everyone can see where they spend their money ? All but one group of hospitals that I have looked at potentially investing in, spend so much on consultants...
Most Retailers Expect to Raise Prices Within Six Months
Majority of retailers plan to raise prices over the next six months per KPMG research https://t.co/HWavaKDEbW via @wwd
Drone Attacks Force Unavoidable Russian Oil Output Cuts
Exclusive: Russian oil output cuts are unavoidable as drone attacks shrink exports, sources say https://t.co/5XWsLO71R7
Sinclair Reverses Mouse Infertility, Challenges Menopause Limits
David Sinclair's lab just reversed infertility in mice that had been infertile for 6 months. They took 16-month-old mice, the equivalent of a woman well past menopause, and made them produce offspring again. The belief has always been that mammals run out...
Fix Functionality First, Then Redesign to Measure Impact
A client asked me this week whether they should tackle their website's usability problems and their visual design problems at the same time. My answer was to do it in stages, even though that approach might cost slightly more overall. They had...
Don't Let Trendy Peptides Replace Fundamental Patient Care
As a physician today, you are no longer just fighting Dr. Google. You are fighting an entire wellness culture that convinces patients a daily injection can outsmart chronic burnout and sleep deprivation. The modern patient encounter often begins with a specific...
Logistics Pre‑sales Finally Gets Spotlight After Decades
3PL warehouses run sophisticated WMS software. But how shippers actually find a 3PL partner? Still stuck in the 90s. The pre-sales layer of logistics has been ignored for decades, until now. 🧵 #logistics #warehousing #3pl #podcast 👉 https://t.co/VRCyCBQ7lz
Over 90% Athletes Experience GI Issues After Concussion
Gastrointestinal symptoms after sport-related concussions 🧠💥 This new study conducted a survey of 106 athletes who retrospectively self-reported… 💥 Concussion history 😮💨 GI symptoms 💩 Bowel function Here is what they found ⬇️ 📝 90.6% reported ≥1 GI symptom post-concussion …with greater severity observed for appetite loss,...
Tesla Gains as BYD Loses: Chinese Consumers Choose Wisely
Tesla is growing in China. Byd is shrinking in China. Chinese consumers are smart. $TSLA
23 Trends Shaping the Near Future of Medicine
23 trends that depict the near future of medicine and healthcare. Over 50,000 copies sold in 5 languages. A lot of figures, interviews and scenarios. This is "The Guide to the Future of Medicine". Check it out: https://t.co/1iBcCX2kfI https://t.co/gyfRu23Kt9
U.S. Readies Marines and 82nd Airborne for Iran Ground Operation
The U.S. is preparing for a potential ground operation in Iran. Marines from the USS Tripoli and Boxer, as well as elements from the 82nd Airborne, could be looped in. Full Newsletter: https://t.co/j9QYfrxtce https://t.co/8CIXJetEvm
Educate, Don't Convince: Respect Patient Autonomy in Surgery Decisions
Yesterday's post prompted a number of practitioner responses expressing frustration that "patients don't listen to them". Well.... that's okay. One of the hardest conversations in this profession is between the patient who wants something done and the surgeon who...
US Manufacturing Expands Moderately, ISM Index Hits 52.7
U.S. MANUFACTURERS reported a moderate expansion of business activity for the third month running in March. The Institute for Supply Management’s manufacturing index edged up to 52.7 (50th percentile for all months since 2000). The index has been above the...
Trump’s War Address Sends Oil Market Into Whiplash
Whipsawed once again: That is the state of the oil market and beyond as investors react to President Trump’s address to the nation regarding the Middle East War. (5-day WTI oil price chart below from CNBC.) #economy #markets #oil #MiddleEastWar @cnbc
Trump Admits He Sees Government only Funding Military
“.. a glaring admission from Trump, who confessed point-blank that he thinks the government’s only responsibility is to fund the military.” https://t.co/N4U0ZjVQio https://t.co/zxFi7xnGB1
WTI Hits $108, Still Cheaper Than Brent
Oil prices surge, WTI May at $108 now. This is the "cheap" oil (Brent is more expensive)
China Poised to Benefit From Iran War Dynamics
In the days after the Iran war started, Erica Downs and I wrote @ForeignPolicy about why despite large oil and imports through the strait, China could be a counterintuitive winner. This week’s @TheEconomist captures the dynamic well, far beyond...
US Intelligence Elevates Quantum to AI Threat Level
The U.S. Intelligence Community Just Put Quantum on Equal Footing with AI. And Expanded the Threat Definition https://t.co/BFmWJ9pOmy via @infosec
UK Fuel Prices Hit Record Rise Amid Iran War
Fuel prices for UK motorists rose by a record in March on Iran war https://t.co/61fdr9l4QE https://t.co/jkbJIwsFkN
NAUT Delivers Scalable Plug‑Play Ocean Autonomy
NAUT Brings Scalable, Plug-and-Play Autonomy to the Oceans via @WevolverApp #EmergingTech #Technology #Innovation #Tech https://t.co/qABhfBXmYT
Scale Twitter Replies with Semi‑Automated Management
Serious q, how are you managing replies on your posts / threads? I can’t handle the volume at all. unless it’s semi-automated, it's simply impossible.
Philippine Restaurants Struggle With Energy Crisis, Call for Unity
Every restaurant in the Philippines is absorbing an energy crisis that nobody asked for. Rising LPG costs. Razor thin margins. And an industry that just keeps showing up. Talked about this yesterday on Bilyonaryo News Channel. The food industry keeps this country...
Asian Nations Urge Citizens to Cut Energy Use
More and more Asian countries are asking its citizens to save energy ⚠️⚠️ 🇰🇷 “I earnestly appeal to all citizens to actively participate in energy-saving movements in daily lives, such as taking public transportation and conserving electricity,” said South Korean President...
Read This Essential Take on Trump's Tariff Anniversary
i might end up posting this 17 times today but if you only read one piece on the anniversary of Trump's Liberation Day Tariffs let it be this one, by Alan Beattie https://t.co/R5b5Z5FntW
Biotech Gains as Pharma Approval Success Diverges
Pharma has varying levels of success developing drugs. That's a boon for biotech Here are the biopharma companies ranked by likelihood of first approval (LoA%) from 2006-2022 $AMGN, $NVO, #Eisai top the list $GSK, #Astellas, $ABBV are at the bottom #learnbiotechinvesting #BiotechPrometheus
Post on Saturdays for 40% More Views
Most Threads creators think weekdays are the best time to post. We analyzed 20,000+ posts from 255 creators last month. Saturday averaged 2,912 views per post. That's 40% higher than Wednesday. Everyone takes weekends off. That's exactly why you shouldn't.