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 $100/barrel. There's no chance the Fed cuts rates next week. https://t.co/LNGJeqdHrY
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
Five Key Lessons From Vinay Prasad’s FDA Tenure
. @matthewherper is so damn reasonable. Smart, too. 5 lessons from Vinay Prasad’s turbulent tenure at the FDA https://t.co/R65vPj5ep5
Tariffs Linked to 240k Job Losses in Manufacturing and Transport
"Tariffs may have affected manufacturing employment, which declined by 119,000 in 2025. Likewise, the trade sensitive transportation and warehousing sector declined by 123,800." https://t.co/ed9bs6nNSn
Banks Must Align Branches with Digital‑First Strategy
To thrive in the digital age, banks must rethink branch strategy. It’s not about supporting the branch. It’s about aligning branches with digital-first planning. Learn how: https://t.co/7yibAIVrHK https://t.co/47DCJWpqnf
Leith’s Historic Mill Transformed Into Student Housing
"A historic Leith landmark – once an industrial mill, later a cinema and most recently a bingo hall – is set for a new lease of life as a 200-bed student accommodation development." #passivhaus #passivehouse #EnerPHit #retrofit https://t.co/tbEAJY3ID1 https://t.co/cOcng2SmLt
Prioritize Subtraction Over Addition in Education Reform
"No matter the decade you went to school, the time frame is about the same as it is today, but the demands keep increasing. That is an unsustainable model. Focus on subtracting before you even consider adding." 3 Things to Consider When...
Record Battery Rebates Drive Household Adoption Surge
Battery rebate smashes new record as households pile in – and size up – ahead of changes #energysky -- via Renew Economy: https://t.co/OInkQExpnO https://t.co/MyoXqu61D6
Oil Supply Deletion Drives Prices, Volatility, and Market Stress
$WTI above $100. $VIX above 33. Nikkei down 5.4%. The Strait of Hormuz is effectively closed. Zero tankers transiting. This isn't a supply disruption. It's a supply deletion. And the SPR is at 40-year lows. https://t.co/WaTisWuS4y
Iran's 70% Output Cut Predicts Oil Price Decline
Iran's oil production is down 70%, according to reports. When the fifth largest oil producing country in the world (at 5 million barrels a day) drops like this, we now know what the underlying asset price will do. https://t.co/jRLuiAK0xM
Undermanned VRBPAC Meets to Pick Flu Vaccine Strains
The #VRBPAC committee is scheduled to meet Thursday to advise #FDA on #flu vaccine strain selection. VRBPAC is supposed to have at least 15 members. It currently has 7 voting members & no chair. It has met only twice since...
Healthcare Must Prioritize Safety Over Pure AI Analytics
The cost of failure in #healthcare makes this conversation urgent. Psychological safety, rapid escalation pathways, and empowered frontline teams are just as important as analytics tools. #AI #Risk https://t.co/idxNhb1kRE
Airlines Face Renewed Sharp Pressure This Morning
“Have to keep an eye on the Airlines, under some sharp pressure this AM again…” @macrolutzie
Italian Frigate Leads Limited Red Sea Escort Operations
Here is your example of escorts in operations. But this is @EUNAVFORASPIDES in the Red Sea. Note the limited number of ships and the fact that they are owned or operated by an Italian form with an Italian frigate. There are 5 US...
U.S. Gas Prices Hit Highest Since Summer 2024
The national average price of a gallon of regular unleaded gasoline has climbed to its highest level since the summer of 2024 @WSJmarkets https://t.co/6mDhre9ozD https://t.co/UVDG3Mq2Rd
Closed Hormuz Strait Shifts Oil Risk to Reopening
The Strait of Hormuz is closed. It's not going to get more closed than it already is. All the risk is now on the other side, i.e. when and to what extent it opens. You can bet Trump is very...
Fujairah Outage Forces Costly Global Ship Refueling
This is significant to shipping as Fujairiah is not just a loading port but a MAJOR bunkering port for ships. Without it, this will force refueling around the world where stocks are limited and more expensive.
Ukraine Deploys Drone Experts to Guard U.S. Bases in Jordan
Ukraine Sent Drone Experts to Protect U.S. Bases in Jordan, Zelensky Says - The New York Times https://t.co/Kyzi5X5UXK
MH370 Search Resumes, Still No Wreckage Found
The disappearance of a Malaysia Airlines Boeing 777 (MH370) remains one of aviation's greatest mysteries. While the search for wreckage was recently resumed, unfortunately it hasn't proven successful. https://t.co/IUstPXsBRz
NRF Abandons Sustainability, RL Team Laid Off
Sadly no Freight Reverse today. NRF's focus is shifting away from RL/sustainability. As a result, the RL folks, including me, were let go last week. But, I'll continue to share RL articles here for now. 🙂
Piers Morgan's Uncensored Names Rashida Jones CEO, Raises Funds
INBOX: Uncensored founded by Piers Morgan, appoints Rashida Jones as CEO, and secures capital raise to fund expansion.
TopTown SuperDNA Aims to End Aging by 2028
We will solve aging or will die trying. Check out the TopTown SuperDNA project. It is no longer a concept - projected launch in Q3 2028. Fully-integrated residential-biotechnology-clinical infrastructure is key to longitudinal AI-powered drug discovery. https://t.co/LK5XaTci29
Tesla’s AI Driving Redefines EV Superiority and Freedom
It's cool to own a Tesla again. Time to rip your 'I bought this Tesla before musk went crazy' sticker off and replace it with your "I bought this Tesla so we didn't have to go to war with Iran"...
Dyson's Rigorous Stress Tests Ensure Ultra‑durable Products
How Dyson’s Extreme Stress Testing Builds Products That Last by @lukas_m_ziegler #Robotics #Engineering #ArtificialIntelligence #Innovation #Technology https://t.co/IvOdyAUq2Y
How Energy Crises Begin: Lessons From Iran
My debut in @TheFP - This Is How an Energy Crisis Starts - by Ellen R. Wald https://t.co/8Isvg3TkzQ @ACGlobalEnergy #oil #iran #oott
China Leads Global Nuclear Build, 37 Reactors Underway
Ranked: Countries Building the Most Nuclear Reactors China is also leading in fusion research and has the world's first production thorium reactor Key Takeaways -China accounts for 37 of the world’s reactors under construction—more than all other listed countries combined. -India and Russia rank...
Iran Conflict Could Halt Grain Surplus Recovery
Commodity Price Pumps and Iran vs. Russia's Ukraine Invasion - The US exports about 25% of its grain production, and prices have been declining on the back of the 2022 spikes, which incentivized more supply -- notably from Brazil. Russia's...
Hormuz Closure Threatens India's Energy Supply
A 33 km waterway which is 3000 km away from you can decide how much you must pay for petrol, cylinder etc. A 33 km waterway between Iran–Oman called the Strait of Hormuz. 20% of global crude oil passes through this route,...
Passenger Charges JetBlue Plane, Bites Flight Attendant
Man Rushes Front of JetBlue Plane Before Takeoff — Bites Flight Attendant as Crew Rushes Back to Gate - View from the Wing https://t.co/ZUJArKTDLi
Digital Ambition Needs Execution, Not Just Hype
Credit unions have digital ambition heading into 2026. But ambition alone won’t drive results. In this episode, Jesus Garcia of @OceanAir_CU explores the execution gap, branch expansion paradox, and where AI is real versus hype. Watch the full conversation sponsored by...
Cobalt‑Free LFP Replaces NMC in Energy Storage
The whole world is moving away from NMC chemistries towards LFP that doesn’t use Cobalt. Long Duration Energy Storage also doesn’t use Cobalt.
Proposed Bill Could Halt Rental Construction, Raise Rents
Are elected officials about to pass the "Rental Inflation bill?" The requirement to sell future Build-to-Rent homes to homeowners within 7 years will effectively stop the construction of rental homes, decreasing new supply and thus increasing rents. https://t.co/SEU7Kc03c3
Broadband Prices Near $30 Stipend, Making Plans Truly Affordable
D.C. Memo: Plunging Broadband Prices Nearly Competitive with the Affordable Connectivity Program’s $30 Monthly Stipend; Millions of U.S. households now have access to clearly affordable broadband plans that include price locks ranging from one year to forever. "If the...
RLMD's Strong Bladder Cancer Data Hits IBRX Valuation
The $RLMD bladder cancer data (phase 2) reported this morning look very good. Another competitive blow to $IBRX particularly at its bloated valuation. https://t.co/wYThfwIpG8
RAeS Hosts One-Day Event for Hawker Hunter 75th Anniversary
Heads up! Celebrate the 75th anniversary of the first flight of the Hawker Hunter this July with a special one day RAeS conference at @RAF_Cosford #avgeek https://t.co/hHJSpa5u8n https://t.co/PCM4pLXYOI
QURE-FDA Turbulence Highlights Market Volatility, MRNA Settlement Relief
9March: What a roller-coaster ride with $QURE and @US_FDA ! I sum up a wild week--plus $MRNA's could've-been-worse settlement with $ABUS & $ROIV (w/ insights from CEO Matt Gline) and updates from $DAWN and $TNGX in my latest StockWatch for...
Pre‑emptive Oil Purchases Could Offset Iran Bombing Price Spike
I don't think you have to Nostradamus to figure that bombing Iran might raise oil prices. And it seems pretty obvious that buying oil in advance of causing an oil price spike might just save Americans a lot of...
Oil Shock Risk‑off Still Incomplete, Metrics Lag
"Historical risk-off moves after an oil shock have generally required at least one of: Large and sustained oil price spike...Hawkish policy response...Broader macro damage:" Deutsche Bank. We're "closer than a week ago, but on several metrics we aren’t quite there...
Cut Industrial Robot Costs Tenfold with AI-Driven Components
The biggest opportunity in robotics right now is not humanoids, home robots, or any of that nonsense. It's achieving a 10x reduction in the total cost to install an industrial robot ($200k to $20k) using all of the progress in cost...
Automation Fears Ignore How It Democratizes Access
When automobiles first appeared, they were built by hand. Craftsmen assembled them the way carriage makers built horse-drawn wagons. Skilled mechanics fitted parts together piece by piece. It was slow, deliberate work, and if you owned a car in the...