Trump Threatens Europe's Reliance on U.S. Defense Monopoly
What if I told you that for decades, this was largely a U.S. policy -- that Europe largerly disarmed, weakened its defense industries, and handed its security over to the United States, making itself dependent? What if I told you that for decades, this arrangement suited both sides just fine? America secured its monopoly status as the world's military hegemon and the undisputed leader of the West, gained the ability to project its power across the globe, and had a massive market for its defense industry free from European competition -- all while extending its protection over its vassals-allies in return. And Europe was perfectly happy to relax under that American umbrella and spend its money on social programs and comfortable life. And then Donald Trump, at the helm of a superpower, decided that everyone owed him. That he wants a weak, dependent Europe and a vast market for American military exports -- but has no intention of honoring the part of the old bargain that involved actually protecting that same Europe. Doesn't anyone else find it hilarious that the Trump admin first screams at the top of its lungs demanding that Europe defend itself and become independent -- and then turns around and expresses displeasure that European countries are switching to their own weapons instead of signing contracts with the American defense industry?
Clarify U.S. Military Tear‑Gas Policy for Urban Combat
I have advocated for a better understanding and policy of when the U.S. military can or cannot use tear gas (riot control agent), especially in high intensity urban warfare scenarios where even recent use such as in the Battle of...
Consulting Firms Must Choose Innovation or Face Extinction
It is a really interesting time for the large consulting houses. I think they will define their own fates. If they react defensively, they will be gone. If they react creatively, they will have a chance. It is more in...
Restrict Agent Permissions to Mitigate Data Exfiltration
Why I am using agents on locked down sandboxes on EC2 instances and still have more to do. I don’t give agents credentials for the most part. The data needs to somehow be exfiltrated and sent back to the attacker....

AI Agents Challenge Vendor Control Over Software Use
We’re about to spend the next decade in tech arguing about something that used to feel settled: who actually gets to decide how software is used once it’s deployed. For most of the last 30 years, the answer was straightforward. The...
Pick the Right System: WMS, SCM, or ERP
Automate warehouse processes with Warehouse Management Systems (WMS). Choose between best-of-breed WMS, broader supply chain management solutions, or comprehensive ERP systems that cover financials, inventory, CRM, and HR. #WMS #SupplyChain https://t.co/9wuuojXMdF

Product Prices Reveal Story, Crude Oil Doesn't
What tells a clear story? Crude oil prices = No Product prices = Yes... https://t.co/Ltyf8VQx12

Amazon AI Chatbot Ads Get Few Clicks, Cost Half the Price
88 clicks versus 500K. Whoa -> More data about ads in AI: Amazon's "sponsored prompts" for its Rufus AI assistant are yielding significantly lower traffic than traditional ads, but are more cost-effective "Amazon’s new form of chatbot ads have only...
Invest Like The Best Rakes In Massive Ad Revenue
What kind of revenue is Invest Like The Best bringing in these days, the ad load is insane
SpaceX Rumored to Acquire Globalstar at SatShow 2026
"Rumors that SpaceX will buy GlobalStar were the buzz at SatShow 2026 last week." https://t.co/YuUnHqkpoE “I think everyone’s convinced that there will be a sale of Globalstar,” @TMFAssociates , founder of the satellite research firm TMF Associates, told @malleven33

Copper Demand Set to Surge Across Infrastructure, Tech, and Defense
Road Ahead 1. Data Centers, $2.5T Capex. 2. $2T US Power Grid Rebuild - copper, aluminum. 3. Currency Debasement: USA $1.9% Defecit / 6.2% of GDP vs 3% average last 40 years. 4. Re-Build: Gaza, Iran, Ukraine, Israel - copper. 5. Robotics -...
Nexstar, Tegna Say Merger Halt Irreversible Due to Past Actions
Nexstar and Tegna Claim They Can’t Fully Comply With Court Order Halting Merger Because Certain Actions ‘Cannot Be Undone’ https://t.co/t0tEGLpZam via @variety

Distribution Beats Product Quality in Market Success
People vastly underestimate the power of distribution It's why strategic acquirers always pay the most - they can have your product in 10,000 retail doors overnight It's also the reason to beware of sleeping giants. Slack was obviously the better product, but...

TSA Lines Short in Fort Lauderdale, San Francisco; Houston Exception
Now about FAKE NEWS: TSA line leaving Fort Lauderdale last Wednesday and TSA line leaving San Francisco yesterday, Tuesday. (this was in the morning). Houston probably the largest exception. https://t.co/egRPYzhN6i
Artemis II Fueling Progresses Smoothly, Sparking Cautious Optimism
Excited to see that the Artemis II fueling is going so well, but can't but feel ... https://t.co/gJGnTj2Cc7
Artemis Repeats Apollo’s Uneconomic, Bureaucratic Moon Missteps
I'm genuinely excited to see America headed back to the Moon. But Artemis is a moondoggle and shows we haven't learned the deepest lessons of the Apollo era. Remember that Apollo did *not* result in durable progress in space. It marked...
US Hits Record 18.9 GW Energy Storage in 2025
US installs record 18.9 GW of energy storage in 2025 #energysky -- via pv magazine global: https://t.co/y8DCRggizl

USO and Oil Shorts Performing Strongly Today
2nd tarde of the day here with $USO and #OIL short here. so far so good. 🫡💥 https://t.co/qXhkRgCEbx
FCC Backs US Drone Industry Amid Anduril Showcase
AMERICAN DRONE DOMINANCE I just visited with Anduril for demonstrations of their drone & counter-drone technologies. Today, the FCC is launching a proceeding to support our domestic drone industry. President Trump has been clear that America’s innovators will lead the way. 🇺🇸 https://t.co/IETZQ5S08H
April 1 Tax, PAN, and ATM Rules Overhaul
Key changes starting from 1st April you need to know 1. New income tax rule New income tax rules will be implemented from 1 April Old terms like assessment year and previous year will be replaced by tax year Income tax up to ₹12...
Stress Directly Triggers Addiction, New Study Shows
Direct Link Between Stress and Addiction Found - https://t.co/rwLwvh4egR via @neurosciencenew #Addiction #mentalhealth #alcohol #substanceusedisorder #health #lifestylemedicine #pavingwellness #HealthyLivingCommunity #WellnessJourney

AI Script Analyzer Quilty Delivers Jaw‑Dropping Insights
New @TheWrap: Don't drop your agent just yet. We tried Quilty, a new AI tool that promises to analyze and provide insightful feedback on your scripts, feeding it the screenplays for “Sinners,” “Barbie,” “Christy” and “Die Hard,." The results left us slack-jawed. https://t.co/ux0gB0XBTN

Toy Story 5 Slated for July 3 Japan Release, Eyes Blockbuster
#Disney has dropped the Japanese poster of #ToyStory5 to announce that the sequel secured a JUL 3 release date locally, two weeks after its U.S. debut. #ToyStory is Hollywood’s #2 most successful animated franchise in #Japan’s #BoxOffice, only below #Frozen. #ToyStory4 alone...

Producers Reveal How to Secure a Movie Greenlight
IT'S HERE: our guide to getting a movie greenlight, which is harder than ever. We talked to 9 top producers and other executives to get their key insights. We look at budget, sizzles, casting, AI, what streamers want. https://t.co/np5QX0wZrf
Firma Power Delivers Clean, Firm Grid‑connected Portfolios
Amen. This is what Firma Power is focused on delivering clean firm portfolios of grid-connected assets. This is the way...
March Sets Record: More Robots Built Than Ever
March marked a milestone: more robots manufactured than in our whole history to date. Congrats to everyone at BotQ who manufacture F.03 robots, made in California. https://t.co/10e0D5mN5k
Reviewers Earn Less than Minimum Wage, Not a Conspiracy.
It's fine to disagree with scores. That's what they're there for. But I promise you someone who busted their ass to review 2 games requiring 150 hours between them for a rate that comes out to less than minimum wage...
Ethanol Inventories Dip to 26 Million Barrels
#Ethanol stocks fall to 26.0 million barrels in the week ending March 27, down from 27.2 million barrels the previous week, and down from 26.6 million barrels in the same week last year. #corn #oatt
Supply‑chain Disruptions Are only Now Fueling Inflation
…and the inflation from global supply chain breakdowns that have already begun have likely only just begun being reflected. 😳
Trevor Noah to Host YouTube 2026 Upfront, Chappell Roan Performs
YouTube’s 2026 Upfront Taps Trevor Noah as Host, Chappell Roan to Perform https://t.co/K5nqKT3AGo via @variety
Artemis Astronauts Brave Unproven Systems on Moon Mission
Imagine the sheer courage of today's Artemis astronauts: testing aspects of the Orion capsule, a new and more distant orbit around the moon, a heat shield that previously disappointed, and...worst of all...an as yet untested. . . um. . ....
Four Key Signals Reveal True State of Oil Markets
This is a great read about how to think about what's happening with oil and Hormuz - and ultimately with the world economy. The headlines are all over the place, but these 4 signals can tell you what's really happening.
Gorsuch Challenges Reliance on Wong Kim Ark Precedent
Justice Gorsuch to Solicitor General John Sauer in the #SCOTUS argument just now: "I'm not sure how much you want to rely on Wong Kim Ark..."
US Ground Deployments to Middle East Irreversible, Trump Unfazed
I talked to @DavidCharter @thetimes about the latest US ground force deployments to the Middle East. Regardless of what Trump may say, once these deployments are in motion they are hard to stop -- as is Trump's willingness to use...
US May Waive Iran Sanctions to Enable Hormuz Toll Payments
Iran is still heavily sanctioned by the US, which complicates the payment of any tolls for passage through the Strait of Hormuz, both today or in a future where Tehran maintains some control of the Strait Wouldn't be surprised to see...
Supply Chain Faces Talent Shortage, Workforce Evolution
Listen to the Does Logistics Matter? Podcast wherever you get your podcast. In episode 55, Martijn talks to Industry expert Bart de Muynck and Supply Chain Professor Jan de Kimpe about the talent shortage and the evolution of the workforce. #supplychain #talent...

Middle East War Lifts Fixed
Most Fixed Mortgage Rates Are Now In The 4% Range: What Should People Do? The War In The Middle East drove up Canada Bond Yields & therefore drove up Fixed Rates 5 - Yr 4.04% - 4.29% Variable Rate Mortgages now look...

Crocs Paid Half Its Market Cap for Tiny HeyDude Sales
Last year, the Crocs brand sold ~129 million pairs of shoes - or nearly 6x greater than the ~22 million pairs that were sold under the HeyDude brand. In early 2022, Crocs paid ~$2.5 billion for HeyDude. The company's market cap is...
AI Amplifies April Fools' Chaos, Boosting Engagement
Remember folks...it's April Fools' Day... That being said...I am entertained by the engagement I'm seeing on some of the posts the social media algos are feeding me 🤪 Also...A-I has made this "holiday" even more of a🧨😂
Supply Chain Memory Issues Set to Worsen Next Year
Came across some interesting things from supply chain friendlies on memory. And... Not going to get better anytime soon. Next year will be worse than this year.
St. Maarten Beach Condo: 2‑Bed for Under $100 Night
This 2-Bedroom St. Maarten Beach Condo Costs Just 15,000 Choice Points — Less Than $100 A Night - View from the Wing https://t.co/X0Zokl6CJA

FDA Threatens Unprecedented Ban Lift on Untested Injectables
If FDA does this, which is highly likely succumbing to pressure from RFK Jr, it crosses a new red line and, as far as I know, is unprecedented. Lifting a ban on drugs that are injected into the bloodstream without...
USO Iron Condor Targets 115‑135 Range Through 2027
Oil (USO) interesting trade September 2027 as the $140/$135/$115/$110 Iron Condor trades 1000X expecting a 115-135 longer-term range to hold

Artemis 2 Awaits Moon Launch at Dawn
Sunrise behind the Artemis 2 rocket, poised To launch to the moon. #artemisii #sls #nasa #sunrise

Notebook LM Outperforms CoCounsel when You Supply Sources
“Been using Notebook LM more than CoCounsel. I think it's better at finding the "needle in the haystack." If you load your own sources, it's more accurate…The tradeoff is that you have to give it the sources yourself.” 👀 - this...

Commodities Up 21% YoY in May, Rising Since 2020
at your Easter dinner this weekend, when they tell you that commodities have been surging because of the Iran war, just tell'em they're wrong and commodities have been rising since 2020... in fact, May '24, they reached an unusually quick...
Mortgage Refinance Demand Drops over 40% in a Month
Weekly #mortgage refinance demand is down more than 40% in the past month https://t.co/KBjl0aRgH6 @MBAMortgage @mortgagenewsmnd #interestrates #economy
Apartment Rents Slide as War, Job Cuts Curb Demand
#Apartment #rents weaken further as war and job cuts weigh on demand https://t.co/bhTYCv7BMT @ApartmentList @CoStarGroup @apartmentscom
First Woman Launches to Moon Today – Watch Live
The first woman in history is flying to the Moon today. 💅🏼🚀💕 The launch window opens at 6:24 pm EST. Watch live on nasa.gov

CrowdStrike Becomes AI Era’s Core Security Layer
AI-driven cyberattacks are scaling rapidly — and $CRWD is positioning itself as a core security layer for the AI era AI is not only increasing attack volume, but also redefining how attacks are executed. Security is shifting from reactive to autonomous. $CRWD...