MAGA Critics Accuse United CEO of Financial Cover‑up
MAGA Influencers Turn on United CEO Scott Kirby — Is the Airline Scrubbing the Receipts? - View from the Wing https://t.co/AAJazyUcEy
Energy Stocks Stay Resilient Amid Wild Oil Swing
Wild. A $35 swing in oil prices in one day. Smells fishy... Oil and gas stocks held up remarkably well despite all this. A reminder that silver experienced similar volatility and is now settling at levels well above any point in...
America Must Match China's Systemic Robotics Strategy
China is the undisputed leader in vertical integration, currently winning in actuators, electric cars, and hardware. We lost the EV revolution to China. @ericschmidt believes we CANNOT afford to lose the robotics revolution, too. We need the same system-level thinking...
2026 Geopolitical Turmoil Drives Global Oil Price Swings
The geopolitical rollercoaster that is 2026 continues and is impacting global oil prices. #canada🇨🇦 #canada #trade #energy
Gulf Nations’ Restraint Highlights Growing Strategic Sophistication
Impressed by the restraint that gulf countries have shown so far. It shows a high degree of sophistication in internal capabilities - from self defense to intel gathering to strategic decision making. It will be int’g to see how their...
Brent Oil RSI Hits 15‑Year Highs
#BrentOil Comp RSI 92; highest over 15 years. Weekly RSI 79; highest in 15 years.
Maritime Dominance Requires More than Shipyards: Chokepoints, Navies, Finance
President Trump’s push for “America’s Maritime Dominance” aims to break China’s grip on global shipbuilding. But shipyards are only one piece of maritime power. Th real contest runs through chokepoints, naval force, commercial fleets, and the insurance and financial systems...
Inventory May Turn Negative YoY by Early April
Inventory has a shot of being negative year over year by the end of March or the first week of April if the seasonal increase doesn't happen soon. https://t.co/yYspHxEdvu
Premium Delivery Drives Loyalty; Poor Service Breaks Trust
Final mile = customer experience. Lisa Anderson is quoted in Kase’s white glove delivery article on why “premium” is about service depth (appointments, careful handling, install/placement) - and how poor delivery can damage brand loyalty. https://t.co/Nr9pu8LHqM #FinalMile
Air NZ Halts FY26 Outlook Amid Rising Fuel Costs
Air New Zealand suspends FY26 outlook, flags fare and network changes as fuel prices soar https://t.co/YMJof0iXP0
WTI’s Strongest January Start Since 1983
WTI crude oil's best start to a year on record... well it was... (NYMEX futures begin in March 1983) @soberlook https://t.co/EGLX7QmA3x https://t.co/TPJ8psJtdo
Trump's Iran Comment Pushes Oil Below $90, Markets Rally
As I noted in this thread, no oil infrastructure was damaged. This was all about waiting for a resolution to gets the ships moving again. Looks like that happened and the market is pricing in the end of the war. Headlines * TRUMP...
Tariffs Incrementally Push Retail Prices Higher in 2025
"The Slow Climb: How Tariffs Gradually Raised Retail Prices in 2025" via @federalreserve https://t.co/HJiDIY3j8v "consumers are in fact paying higher retail prices because of tariffs" 😮 https://t.co/SbgM6kbcPA
DOJ Lawyers Discover Settlement Simultaneously with Judge
According to this, DoJ trial lawyers in the Ticketmaster case learned about a settlement at the same time the trial judge did. It takes so much time & effort to bring these cases on behalf of the public, such...
Car Dependency Costs More Than Rising Gas Prices
How about those gas prices? Brutal, right? You know what really costs us all a lot? Car dependency. (explore our new Urban Truth Collective at https://www.urbantruthcollective.com/) #UrbanTruth
EchoStar Dismisses $1T SpaceX IPO, Faces $1.4B Debt
.@EchoStar's Ergen on $1 trillion+ @SpaceX IPO valuation: 'No amount is crazy here.' @HughesConnects subsidiary has $1.4B in debt due in Aug. EchoStar noncommital on paying it. @NSIL_India wants $117M in Hughes compensation for scrapping sat capacity deal. https://t.co/SLW1OgmkVx https://t.co/73JNfEGG6Z
Trump’s Iran‑Oil Talk Signals Immediate Trade Positioning
Trump press conference at 5:30pm ET Chances are he'll be talking Iran + Oil which means either position now for a positive outcome or wait for the big moves after You know how I trade. What about you? https://t.co/trsfpA8mKu
Video Confirms Interceptor Heading Directly Toward Sitra Impact
Unfortunately, that's EXACTLY what the video shows -- the interceptor heading right toward Sitra where the impact reportedly occurred. Red line is the approximate trajectory of the interceptor, white line is the point of view from the video. https://t.co/jvOPjH0Yme
Today's Wages Cut Gas‑cost Work Hours Dramatically
In coming days, if gasoline is $4, $5, $6 per gallon, you will want to remember this chart. It is how many hours you have to work to afford driving your car 10,000 miles, which is how much someone may...
Trump Predicts War Ends March to Drop Oil Prices
IMO, the war won't be over before the end of March. Trump said it in order to crash the price of crude oil and he's succeeding. https://t.co/r1xe5WNN69
Trump’s Iran War Comment Sends WTI Below $90
WTI crude oil fell below $90 per barrel after President Donald Trump told CBS that the Iran war is “very complete, pretty much.” Earlier in the day, WTI had surged to a peak of $119. https://t.co/ElHrOuNRmc
Oil Prices Jumping Without Reason, Not Just Volatility
All of the “oil trading like a meme stock/shitcoin” tweets are not landing with me since the entire point is not that those are volatile, it’s that they move
Uterine Immune Cells Differ; Blood Tests Miss Pregnancy Tolerance
Pregnancy is an immunological paradox. Half the baby's DNA comes from someone else. Your immune system should reject it the way it rejects a transplant. But it doesn't. Your body pulls off this precise immune shift where the immune cells...
Questioning Zero‑Marking of Jiffy Lube Private Credit Loans
"Golub Capital will act as sole administrative agent and joint lead arranger on the financing. Ares Credit funds and MidCap Financial will also act as joint lead arrangers on the financing." Should we be marking the private credit loans to Jiffy...
Virtual Addresses Eliminate Sweep Transactions—Join Tempo’s Design Partner Program
Virtual addresses solve having to do sweep transactions We're building @tempo around design partners feedback Come shape the future with us.
Bristol Myers Reports Positive Results for Next‑Gen Blood Cancer Drug
Bristol Myers claims success in study of another next-gen blood cancer drug https://t.co/fqPbZ2Szv8 by @gwendolynawu $BMY
Pentagon Brands Anthropic with Supply-Chain Risk Label
The Pentagon’s supply-chain risk label — previously used only for foreign firms that present national security threats, like Chinese tech firm Huawei Technologies — is a “scarlet letter designation for Anthropic,” Wedbush Dan Ives wrote in a note https://t.co/gHeLolQfwf @nypost
USO Hits $16B Volume, Biggest Day in 20 Years
Finally tally for USO was $16b of volume. Here's how that looks vs every other day of trading in its 20yr life. My guess is this is the peak, we cool off from here. But what a comeback in relevancy...
Valve Faces Copycat Gambling Lawsuit in Washington
New York's odd gambling lawsuit against Valve has spawned a copycat class action lawsuit filed in Washington. https://t.co/OWiA3NcG98
Legal Week: Judges Clash, DOJ Reverses, Tariff Cases Rise
In the latest Judicial Notice, my weekly legal news roundup: - judges trading benchslaps - the DOJ reversing course - firms filing tariff cases - antitrust lawyers making moves LINK: https://t.co/dOea2DwQJY https://t.co/4P4jByhpqZ
Video Peephole Screens: Luxury Feature, Industry Oddity
Grand Hyatt DFW Rooms Have a Video Peephole Screen — Here’s Why Hotels Rarely Use Them - View from the Wing https://t.co/LvAMGSsjHs
Sales May Beat Forecast Despite Slight YoY Decline
2nd Look at Local Housing Markets in February Altos: Active single-family inventory was down 0.6% week-over-week https://calculatedrisk.substack.com/p/2nd-look-at-local-housing-markets-b1a My sense - based on limited data - is sales will be above the consensus forecast, but will likely be down slightly year-over-year.
Oil Plunges $30 on Trump’s Iran War Comment
The oil market thinks Trump just TACO’d (I’m less convinced, but let’s see) A $30 price swing in a day, helped by expectations of a big strategic oil stock release. Such larks. Oil tumbles to $90 as Trump says Iran war...
Plastic Chemical DEHP Linked to Higher Breast Cancer Risk
The link between exposure to DEHP and its metabolite MEHP, found in plastics, and risk of breast cancer in a 20-year prospective study https://t.co/wKEVlMxWHT https://t.co/j5NL5QfTBu
Iran Strikes Container Ship and Assisting Tug in Hormuz
A tug boat was assisting a container ship that Iran attacked in the Strait of Hormuz. Iran then attacked the tug boat. https://t.co/Fb17MPTaD7
Trump Declares Iran War Essentially over, Questions Israeli Ties
Trump says Iran war 'pretty much' over - that is a TACO, as far as I can judge... Next question. Do the Israelis and Iranians agree?
FDA Drugs Show Promise as Future Geromedicines
Check out this article I was apart of @MensHealthMag where I discuss currently approved FDA drugs that are potential geromedicines and our work on centenarians. https://t.co/e95XvnY9fb
De‑risking Synthetic Biology: From Lab to Market
What does it actually take to bring a biological product to market? For more than 20 years, Ingenza Ltd has helped teams avoid the most common failure points in synthetic biology. Freedom to operate issues. Low productivity. Fragile processes. Late CMC...
Oil Prices Held by Hormuz Tanker Standstill Risk Premium
The oil price isn't one of those things that spirals infinitely up. At current levels near $100, a big risk premium prices the temporary standstill of tankers in the Strait of Hormuz. You can bet Trump is working like crazy...
Markets Doubt US-Iran Conflict's End Amid War Debate
The betting market remains skeptical about the end date to the US-Iran conflict being in sight. Interesting that he is calling it an outright 'war'. Executive branch doesn't have the power to declare war. https://t.co/cUBtf0lV7M
HOPPERS Sets Post‑Covid Record for Original Pixar Animation
Weekend actuals also lower for #Pixar’s new original #HOPPERS, but even so beating projections & beats #TheWildRobot as biggest opening for an original theatrical animation Post-Covid at US #BoxOffice, after grossing STRONG 45.4M on 3-day Opening Weekend, beating #TheWildRobot’s 35.8M...
Early 2026 Sales Lag 2025, March May Recover
The first two months of the year have started off with lower closed sales volume than 2025. The hope is for March 2026 to be a little higher in light of slightly more pendings lately. https://t.co/Ctj0EyVXqx
HeyBilt Blocks Unlinking External Bank Accounts, Raises UDAAP Concerns
Apparently once you link an external bank account to @HeyBilt you **cannot** unlink it. That feels pretty UDAAP-y. https://t.co/nKf1Jn1So7
Controlled Thermal Resources to Go Public via $4.7B SPAC
California lithium developer Controlled Thermal Resources to go public in $4.7 billion SPAC deal https://t.co/Y9xV4yNqPd
Patience Saves; Oil Slides Amid Trump Hormuz Threat
I am glad that I have remained patient so far. If you had jumped the bandwagon on oil this morning, you would have been 20% down ish by now. I know the below is not a guarantee, but I stick...
US, Israel, Iran Trade Bluffs Over Missile Capabilities
US and Israel: “This means Iran is out of missiles with warheads lighter than one ton.” Iran: “We think Israel is largely out of interceptor missiles.” High stakes poker to find out who has been bluffing about missile capabilities and who hasn’t...
Ideal Industrial Tenant: Low‑Maintenance, Reliable Rent Payments
This is the dream industrial tenant. Essentially just dry storage with very little to ever be concerned about. Tenants pay their rent consistently and you never get a phone call from them. The exact opposite of pickleball really. https://t.co/OWpWYLmHs8
Psoriasis' Immune Activation Reduces Skin Cancer Risk
Chronic inflammation generally poses a higher risk of cancer, so why does psoriasis-like disease have a lower risk of skin cancer. Why? Sustained immune cell activation https://t.co/kcxUHC8Ahk https://t.co/igqNDv5mdj
Oil Plummets as Stocks Surge in Overnight Futures
Oil turned red, and stock indexes turned green. Looks like an oil blow off top and a stock index washout low in the futures market overnight.
New Study Examines Psychedelic Use–Schizophrenia Connection
Exciting & important new study from my lab. Have you ever wondered how strong that alleged connection is between psychedelic use and #Schizophrenia? This project aims to point the telescope there & give it a focused look. Please share widely. @AlexaM_Molinaro...