Property Insurance Costs Hit Record High
March ICE Mortgage Monitor: "Average annual property insurance payments rose to an all-time high" https://calculatedrisk.substack.com/p/march-ice-mortgage-monitor-average
Bilt Card Subjects Rent Payments to CARD Act Rules
Either rent/mortgage payments are via Bilt card (CARD Act, TILA apply) or they are not. I suspect some users' confusion is due to Bilt's communication of how housing payments work in "Bilt 2.0" https://t.co/vORPcpuwYe
Oil's Rare Weekly Surge Mirrors Magazine Cover
Oil just had a weekly move that is only supposed to happen once every four million years. It also happened soon after this magazine cover. Not sure that is a coincidence. https://t.co/H9Do3IylHC
Unmanned Ships Signal New Defense Inflection Point
Truist note re Iranian conflict and autonomous sea power: @TheTerminal “We believe the impending shift toward unmanned maritime systems in the Persian Gulf represents the next major inflection point for defense technology, mirroring the rapid ‘Ukraine-style’ adoption cycle."
Beyond Price Control: New Roles for a Full US SPR
People recoil at the idea of using the SPR just to damp prices. But now that the US has plenty of domestic oil, what other purposes would it serve? What other conditions would be an appropriate time to use it?
Southwest Flight Aisle Brawl Captured: Daughter Assault Allegation
Aisle Fight Breaks Out on Southwest Flight in Miami — “He Hit My Daughter” Blowup Caught on Video - View from the Wing https://t.co/q0VdMRJjk7
Utah's AI Prescription Plan Faces Conflict‑of‑interest Critique
Appropriate critique of Utah going with AI for prescriptions based on a @Doctronic preprint written by the company, by @JosephSakran gift link https://t.co/HcFqBy86wb https://t.co/QpVA7HGjRT
LEO Constellations to Replace Aging Peripheral Tower Sites
"Telecom executives have told us that certain peripheral tower locations with expiring leases and aged radio access network equipment will be better served by LEO constellations' DTC offerings" via Peter Supino
Uncertainty Over Chinese Type 055/052 Escort Role
I know that the Chinese Navy has a Type 055 and 052 in the area, but I am not sure if they are escorting.
We Skip Embargoes, Prioritizing Insight Over Speed
PSA: We don't hold embargoes at Second Opinion. It's a massive hassle and I'm not finding any correlation between audience growth and our publication adhering to companies' enforced timing. Bottom line... I care more about us being smart than first.
Oil Spikes Above $119 as Supply Cuts, War Fears Loom
LONDON, March 9 (Reuters) - Oil prices surged to more than $119 a barrel on Monday, hitting levels not seen since mid-2022, as some major producers cut supplies and fears of prolonged shipping disruption gripped the market due to the...
Aramco Cuts Output as Hormuz Disruption Escalates
March 9 (Reuters) - Saudi oil giant Aramco https://t.co/YZZv8YNZz9 has begun cutting output at two of its oilfields, two sources said on Monday, after the vital Strait of Hormuz was choked by the U.S.-Israeli war on Iran and subsequent attacks...
Seizing Iran’s Kharg Port Could Halve Oil Output
LONDON, March 9 - Iran's oil exports would stall and output halve if the U.S. and Israel were to seize its port on Kharg Island, triggering further attacks from Tehran on regional oil infrastructure, JP Morgan said in a note.
Taiwan Tensions Threaten Global Supply Chains
How will Xi play Taiwan? How will Trump respond? What will it mean to the odds of China blockading or attacking Taiwan? And your supply chain?
US Military Tests Potential Havana Syndrome Device on Animals
US Military Tested Device That May Be Tied To Havana Syndrome On Rats, Sheep https://t.co/B4wBplyBRA
Telecoms Transform Into Real‑Time, Self‑Optimizing AI Orchestrators
As 5G, IoT, and Agentic AI converge, telecom networks are no longer passive infrastructure, they’re becoming adaptive, self-optimizing systems that sense, decide, and act in real time. How connectivity is evolving from moving data to orchestrating intelligence ⬇️ Read: ➡️ https://t.co/uwh6kF4fVy #AI...
Iranian Attacks on UAE Sharply Decline; Motives Unclear
There's been a big drop in Iranian attacks on the UAE, though nobody knows whether it's a strategic choice, or whether it reflects diminishing stockpiles. https://t.co/gt6ed9Fg9S https://t.co/oMHskjmjSQ
Trump's College Sports Revival Plan Hits Legal Hurdles
Trump Plan to Make College Sports Great Again Faces Legal Barriers 👇https://t.co/y64AL38dSr via @sportico @McCannSportsLaw
G7's 400‑Million‑Barrel Release May Mask Iran Conflict Risks
G7 countries looking at releasing oil reserves. Maybe 400 million barrels. How much impact will this have? What if the Iran war continues, and reserves are drawn down?
Woke Network Head Teams up with Piers Morgan
Rashida Jones led a news network often accused of being too “woke.” Piers Morgan has for the last few years railed against people taking such a stance. Now they're working together.... https://t.co/J3bDdLDZFq via @variety
SUV
Denver Croissants This week, Nicole tells us about driving home in a remote area of New England in the Range Rover Sport SE Dynamic while Robbie shares some thoughts on the new Mercedes-Benz GLS and GLE. Sam shares thoughts on the...
Arizona Solar Policy Depends on SRP Election Outcomes
Arizona solar policy hinges on this year’s Salt River Project elections #energysky -- via pv magazine usa: https://t.co/GMgOIrOqx3
Harnessing Immune System: New Frontiers in Cancer Therapy
The new Huberman Lab episode is out: Avoiding, Treating & Curing Cancer With the Immune System | Dr. Alex Marson 0:00 Alex Marson 2:21 Diseases & Current Biological Landscape; AI & Computational Tools 5:56 Immune System, Innate vs Adaptive Immune System 10:55 Thymus, T...
Cities Must Signal Long-Term Investor Confidence, Not Just Regulations
Fact 1: On today's numbers, apartment buildings take 15-20 yrs to pay back the investment in building them. Fact 2: To justify that investment, investors need to expect the buildings to generate returns for decades thereafter. So, if your city wants private...
AI Offers Telcos First New Revenue Stream in Decades
.@TMobile just found telecom’s biggest missed opportunity in 20 years. AI may finally create the first real new revenue stream for carriers since data plans. But it will also force telcos to compete directly with hyperscalers. 🧵📡
Compact Foldable Helicopter Storable in Your Car Trunk
Foldable Helicopter That Fits in Your Car Trunk by @tweetciiiim #EmergingTech #TechForGood #Innovation #Technology #Tech https://t.co/aYrcZ8Fxgo
Alafia’s First Phase Opens: Wellness‑Focused Affordable Housing in Brooklyn
"The first phase of Alafia, a wellness-focused affordable housing campus designed by Dattner Architects and SCAPE, opens in Brooklyn" #passivehouse #passivhaus https://t.co/lb0QUOXps2 https://t.co/bJbVxJ4ZiH
CBS News' Scott MacFarlane Announces Departure
Just in: Scott MacFarlane, the hard charging CBS News justice and congressional correspondent, has announced he's leaving the news unit to pursue other ventures. His exit was disclosed on Monday's AM editorial call
EU Secures Russian Arctic LNG Ahead of Gas Ban
EU Buys 100% of Russian Arctic LNG Just 9 Months Before Planned Gas Ban. And the Iran war impact? https://t.co/235AGjQMDs
European Sodium‑Ion Battery Makers Mapped in One View
All European sodium-ion battery manufacturers at a glance #energysky -- via pv magazine global: https://t.co/quCQgjhzgj
Greek Tanker Leaves Hormuz Silent, Crew Safety Uncertain
Greek Oil Tanker Exits Strait of Hormuz With Its Signal Off. And the risk to the crew? https://t.co/Rg11lDidLH
Iran Conflict May Cement China’s Energy Dominance
How the Iran War Could Consolidate China’s Energy Dominance - Amid global oil and gas disruptions, China stands prepared for the electrostate era. https://t.co/XjVHuN91u9
U.S. Pays More for Oil Despite Domestic Production
U.S. consumers are hit harder by rising oil prices than Europeans because we use more oil. The fact we produce it here doesn't help consumers, unless we tax the oil industry https://t.co/DZQmvyBSMk
Oil Prices Surge Above $119 Amid Iran Conflict
Oil Prices Hit Highest Since 2022 at More Than $119 a Barrel on Iran War. Price keeps rising. Logistics and supply chain risk keeps rising. https://t.co/OKkcOWm7OV
Analysts Condemn, Realtors Back Bill that Harms Buyers
Pretty much every serious housing analyst and economist is opposing the ROAD to Housing [Inflation] Bill. Yet the National Association of Realtors is cheering for a bill that would take housing away from people who can't afford to buy houses. 🤡...
Three Major M&A/SPAC Deals Unveiled Today
Today's M&A and SPAC notes $TALK to be acquired by $UHS for $5.25 cash per share, 10.3% premium, $835 million $PLMK announced a business combination with Controlled Thermal Resources $ALIS announced a business combination with GoodVision https://t.co/m3Y3HvkUbt
Arts & Crafts Homes Meet Low‑Energy Standards
"Metropolitan Workshop completes Arts and Crafts homes on 1920s Lewisham estate" Note: There are PHI "Low Energy Building Standard" not Passivhaus. (Different standards.) #lowenergy #energyefficiency https://t.co/e4vneBU3bQ https://t.co/NOE87HmVEy
FMT Triples the Boost to Cancer Immunotherapy
Not just replication, but triplication of the benefit of revving up cancer immunotherapy with FMT (Yes💩) https://t.co/rXyQdO74FJ
Rising Oil Prices Set to Push US CPI Above 3%
Lower energy prices were keeping US inflation rates from rising. But that tailwind will turn into a headwind in March with prices spiking on a YoY basis. We could easily see CPI rise above 3% if Crude Oil stays above...
Shahed-136 Drones Evolve Into More Lethal, Adaptive Weapons
By the way, speaking of Shahed-136s. Back in 2022-2023, when Iran first supplied them to Russia and they were first used on a large scale against Ukraine, they were fairly simple loitering munitions -- a slow, buzzing two-stroke engine whining high...
Sweden to Build Emergency Stockpiles of Fuel, Food, Generators
Sweden will amass stockpiles of essentials like fuel, food and power generators in case of crises or war https://t.co/POOlFazTcZ via @CharlesDuxbury https://t.co/28uWLsPf2e
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
Energy Crunch at Hormuz Threatens Global Supply Chains
Chinese WSJ: Severe energy crisis with limited shipping thru the Strait of Hormuz. What kind of crisis will it bring to global logistics and supply chains? Fuel for transporting goods for manufacturing and retail. Businesses and consumers.
FDA's Turbulent Leadership and Shift Away From Advisory Panels
Two terrific #FDA related pieces by @lizzylawrence.bsky.social & @matthewherper.bsky.social. Matt's is a look at lessons to be drawn from Vinay Prasad's chaotic tenure; Lizzy's delves into the FDA's turning away from adcomms. https://t.co/gC5GNTiPm1 & https://t.co/ygvylHi0uz
NZ Launches Unique Pedal-Powered Monorail Adventure
Schweeb Racer: New Zealand’s One-of-a-Kind Pedal-Powered Monorail Experience by @MarchUnofficial #EmergingTech #Innovation #Tech #Technology https://t.co/rfSg428D95
Iran War Doubles Oil Moves, Halves Dollar Impact
Compared to the 2022 Russia-Ukraine invasion, this Iran war has produced 2x the move in oil, but only 1/2 the move in DXY. This is exactly what I'm talking about playing out - the dollar is structurally challenged. https://t.co/H1VIqKNbr7
Hedge Funds Cash In on Oil Spike, Keep Bullish Bet
Hedge funds realise some profits as oil prices climb Hedge funds and other money managers sold Brent futures and options last week to realise some of their profits on former bullish positions as prices surged after the United States and Israel...
AI Eliminates Friction, Not Hard Work: Redesign Workflows
AI doesn’t replace hard work. It replaces: • friction • repetition • bad process design Tool lists don’t create leverage. Workflow redesign does. https://t.co/vA5qiq9PJH
Trump's DOJ Shakeup Leads to Ticketmaster Settlement
When the Trump administration canned DOJ antitrust chief Gail Slater, we wrote that all eyes should be on the Live Nation/Ticketmaster case -- watching to see if her ouster paved the way for a settlement. Today: Settlement.
Uber Expands Female Rider‑driver Matching Nationwide
$UBER just confirmed it will be expanding a feature designed to match female riders and drivers to be available nationwide - Bloomberg