US Ignored Red Sea Base Upgrades, Prioritized Pacific Against China
“The Biden and Trump administrations didn’t act on recommendations to upgrade a network of Saudi bases near the Red Sea, focusing instead on strengthening the American military position in the Pacific to counter China…” Yeah, so about that… https://t.co/lWaC9qdDQK
Apple Original Films Wins Bidding War for Megan Park Film
News: Apple Original Films has prevailed in the bidding war for the new feature project from Megan Park, the Canadian filmmaker behind coming-of-age comedy MY OLD ASS. LuckChap will produce. https://t.co/CoXUi2VAD2
Graham’s Shift Signals Trump’s Hidden 4‑D Iran Strategy
Why is Lindsey Graham (arguably the warmonger-in-chief of the Iran war) now advocating for “winding down” the Iran war, given that by all accounts, it is an elaborate 4-D chess play by Trump that is going according to plan or...
Ellen Wald: Brent Prices Must Rise Amid Iran War
Watch Price of Brent Should Be Higher to Reflect Situation in Iran War, Says Ellen Wald - Bloomberg @ACGlobalEnergy #oott #iran https://t.co/rdYCFWeqvC
Netflix Recruits YouTube Stars to Defend TV Dominance
Netflix’s YouTube opportunity, part 2 But given that the television is now the dominant viewing surface for YouTube in the United States, Netflix has good reason to want to recruit talent like Ms. Rachel and now Danny Go! from the...
Iran Rejects Trump's Claim, Strait of Hormuz Stays Closed
Iranian Republic Media: The Strait of Hormuz will not open based on Trump's absurd claims: Bloomberg
Start with One Rental, Build Freedom Through Growth
One rental turns into two. Two turns into five. Five turns into freedom. But it all starts with one.
Mortgage Applications Plunge 10% Weekly, Purchase Demand Slides 3%
Mortgage applications decreased 10.4 percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Mortgage Applications Survey ... The seasonally adjusted Purchase Index decreased 3 percent from one week earlier.
SC Extends Filing Deadline, Payment Still Due April 15
South Carolina just extended its tax filing deadline to Oct. 15 👀 But: It’s only to FILE → You still need to PAY by April 15. Here’s the reason for the change (and what other states are doing): https://t.co/dubwEp4ERL
If You Hate Raising Money, You Hate Real Estate
Early in my career, hated raising $. Thought it was beneath me & that the deals should speak for themselves. Dumb & self-defeating. Real estate is among the ~most capital-intensive businesses. Unless you're @loganjrankin, if you hate raising $, you hate the...
Diesel Prices Show Striking, Relevant Dispersion Nationwide
I will keep retweeting updates of @GasBuddyGuy great data. This dispersion in diesel prices is both striking and relevant.
Large Warehouse Leases Surge 31% as Data Centers Drive Demand
High time for storage. Demand for biggest #warehouses rebounds, w/146 leases of 500KSF bldgs+ in 25. That's up 31%+. '#Datacenter construction is starting to be a demand driver.' #realestate #CRE #industrial #logistics #Cushman #Savills https://t.co/qPqh4r1J17 via @WSJ https://t.co/6eV5DXeJBR
Scale Changes 3PL Needs: Complexity Outpaces Tech
The 3PL that's right for a $1M brand is wrong for a $10M brand. Not because the technology can't keep up. Most modern WMS platforms handle volume increases fine. What many can't handle is the workflow complexity that comes with how...
Personalized Pitches Referencing a Journalist’s Beat Win
My favorite type of pitch email: "Given your coverage of [relevant beat], I thought this could be of interest,..."
A&R Now Verifies Data, Not Discovering Talent
Labels used to find you. Now they verify you. The A&R process in 2026 isn't about discovering raw talent — it's about confirming what the data already shows. Read more: https://t.co/VcWxTssDlV
Caught Between Alarmist Labels and Gulf Military Optimism
Starting to slip into a more familiar and comfortable position in which half my replies accuse me of being an alarmist permabull and the other half think I'm woefully sanguine about the US military assets heading for the Gulf. https://t.co/4lySW5Xl92
Reached 50 Paid Subscribers—Grateful for Real Support
Just noticed we crossed 50 paid subscribers 🎉 Thank you guys. The fact that real people pay real money to read my work is still kind of surreal to me, and it means a lot 🙏🏾
Iran Conflict Scenarios Push Oil Prices Above Pre‑War Levels
My rough Iran War scenario probabilities over the next month are: 🌮 40% unilateral TACO, Iran maintains some hybrid control of Strait 🪖 30% boots on the ground, strait stays blocked, spiked risk of more upstream attacks, global economy withers 🤷🏻♂️...
Cold‑Storage Hits 20‑Year High Amid Looming Industry Challenges
The reason nature abhors a vacuum is cuz it's chilly. 20-yr high hit in #coldstorage, as bldg boom, rising costs+weak demand take their toll. 'The industry is g/to have a tough couple of years.' #realestate #CRE #industrial #logistics #mortgage https://t.co/30UETCwZhR...
EV Factory Closures Expose U.S. Industrial Policy Failure
Today's @WSJ piece on now-empty US EV supplier factories, billions in EV-related writeoffs & cancelations, & numerous US localities stuck w/ vacant lots & big subsidy bills is a textbook case of US industrial policy uncertainty & failure, unintentionally summed...
Structured Exercise Boosts Recovery After Colon Cancer Chemotherapy
Structured Exercise after Adjuvant Chemotherapy for Colon Cancer | New England Journal of Medicine https://t.co/Q2DtXIX8vI #exercise #cancer #lifestylemedicine #health #exerciseismedicine
European LNG Imports Are Far From Clean, Emissions Underreported
The LNG we import in Europe is far from clean. Visible methane plumes at US gas sites rated “grade A” resulting in much higher upstream emissions. Auditors don’t measure emissions — they review operator data that studies show is massively understated....
Tamarack Reports High‑Grade Gold Hit, Expands Resource
$FVL.TO $FGOVF @FreegoldVen GS2546 delivered 11.54 g/t Au over 29.5m inside 216.4m @ 2.44 g/t Au (above 1.24 g/t resource grade). Tamarack adds high-grade (up to 236 g/t) expansion. 17.2 Moz Ind + 11.9 Moz Inf. Gold near...
Trump Threatens NATO Exit as Iran War Looms
Trump Says U.S. May Exit Iran War Soon and Threatens to Quit NATO, as Oil Crisis Escalates. A global economic mess ahead? Is Putin smiling if US leaves NATO? https://t.co/wbm30dgf7R
Panama-Flagged Vessels Lead China Detentions, Possible Retaliation
Panama-Flagged Ships Dominate China Detentions in Sudden March Spike. A coinkydink? Or China payback for the Panama supreme court stopping CK Hutchinson terminal acquisitions in Panama? https://t.co/M5mCoJi0jn
Korea Posts $25B March Trade Surplus on Chip Boom
Crazy March trade surplus for Korea ($25b a month, $300b annualized) Strong chip exports continued. And presumably a bunch of expected tankers didn't arrive so fuel demand was met out of inventory 1/2 https://t.co/NGcasg9i4v
Atraumatic Joint Pain: 5 Surgeon Tips You Need
Having been an orthopedic surgeon for 30 years...5 things I wish someone had told you before you walked into my office — in atraumatic joint and tendon pain. Most of you will present with atraumatic joint and tendon pain... traumatic injuries...
Post-War Iran: Uncertain Oil Disruption Potential
One day the war will end. Iran has been crippled and may be further bombed back to the Stone Age. But once the war ends either Iran will be able to disrupt global oil flow or it won't be...
Artemis II Fueling Begins at Kennedy, Launch Day Overview
Fueling has started at Kennedy Space Center. Here’s a rundown of all the big events for Artemis II launch day. https://t.co/avBdoxvMmi
St. John’s to Sell SI Campus to Wagner for $30M
1st they resigned #Pitino. Now #StJohns is selling its #SI campus. In serious talks to sell its scenic satellite to nearby #Wagner for $30M. 'They have an agreement+they're working twd a closing' #NYC #realestate #CRE #Queens #GrymesHill #VitoFossella https://t.co/bjWpnMi7Ne
China’s 90% Model Threatens Global Industries
𝐓𝐡𝐞 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐓𝐡𝐚𝐭 𝐂𝐨𝐮𝐥𝐝 𝐃𝐞𝐬𝐭𝐫𝐨𝐲 𝐘𝐨𝐮𝐫 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 In my latest interview on @ndtv , India's leading English-language business news channel, I break down 𝐂𝐡𝐢𝐧𝐚'𝐬 90% 𝐌𝐨𝐝𝐞𝐥: 𝐚𝐧 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐭𝐨 𝐜𝐨𝐦𝐩𝐞𝐭𝐞, 𝐛𝐮𝐭 𝐭𝐨 𝐬𝐲𝐬𝐭𝐞𝐦𝐚𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐭𝐞 𝐠𝐥𝐨𝐛𝐚𝐥 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧. China builds...
North American Manufacturers Drive Global Economic Growth
Explore the vital role of North American manufacturers in the global economy with 𝐃𝐚𝐯𝐞 𝐂𝐚𝐩𝐤𝐨𝐯𝐢𝐭𝐳! Stream now: 🔗 https://t.co/jshOduiJqF 📽️ https://t.co/GDw99Z7LL1 🔗 https://t.co/DmYp21N5Kv #MachineShop #ManufacturingMatters #GlobalEconomy #EconomicGrowth https://t.co/hXZTyFG5zV
Iran's Terrorist Regime Must Not Acquire Nuclear Weapons
The Islamic Regime in Iran, not only a terrorist. regime, but the greatest state sponsor and exporter of terrorism in the world can never have a nuclear weapon. If the last 47 years is any predictor of their continued behavior,...
U.S. Must Rethink Oil‑Security Ties with Diversifying Gulf States
Great new @ForeignAffairs essay by @ColumbiaUEnergy’s @ProfessorKaren about how post-war, the historic “oil for security” relationship is no longer tenable, & US needs to update its approach to Gulf states that are rapidly diversifying their economies https://t.co/Nmszm8a5bu
Allbirds' Rapid Overexpansion Doomed Its Core Brand
I think Allbirds failed because they tried to do too much and grow too fast too soon and that left them scrambling to make up revenue as a publicly traded company. I think being public was a crash grab for...
China Poised to Weather Hormuz Oil Shutdown
How China can survive without the Strait of Hormuz The world’s largest importer of oil through the Strait of Hormuz is, paradoxically, also one of the best placed to weather the waterway’s closure. https://t.co/YczOlt8T4v
Energy Shock Accelerates Global Shift to Electrification
One month in to the war, some people are ready to call it. This energy shock will accelerate the world to a cleaner, more electrified future. “Electrification will be seen as the shock absorber.” https://www.nytimes.com/2026/04/01/opinion/oil-crisis-iran-electric-solar.html
Chinese Airlines Raise Fuel Surcharges Amid Iran War Fallout
Chinese Airlines to Hike Fuel Surcharges as Iran War Fallout Hits Home - Caixin Global https://t.co/tKHHV7HqD9
Metabolically Healthy Obese Children Still Develop Diabetes
As a medical school professor, I've seen textbooks call it "metabolically healthy obesity." A new study proves that label is dangerously misleading. Karolinska Institute tracked 7,275 children with obesity until age 30. The results in JAMA Pediatrics are staggering: -> 9% of "metabolically...
Sub‑6% Mortgage Rates Hit Lowest Since 2015
Q4 2025 NMDB data reveals that 78% of mortgaged homes have a rate below 6%, that's down from the peak of 93% in Q2 2022. The share of mortgaged homes with a rate below 6% is the lowest since 2015....
Battery Costs Fell 99% in Three Decades
The price of batteries have declined by 99% in the last three decades. The battery cells in a standard electric car today cost around $5,000. In 1991, those same cells would have cost nearly $600,000. https://t.co/uxbTqmfsLn
Replacement Cost No Longer a Credible Selling Point
We’ve gotten to the point where you almost lose credibility when you bring up replacement cost as a selling point. Take literally any retail property in America: Calculate what it would cost to build it. Add tenant improvement allowance, leasing commissions, permits,...
Quantum Computers Require Far Fewer Resources to Crack Encryption
Quantum computers need vastly fewer resources than thought to break vital encryption - Ars Technica https://t.co/pLuvHMFLOP
Adelayde Begins Antimony Production at George Lake South
Adelayde Exploration $ADDY.CA $SPMTF to Commence Operations on the George Lake South Antimony Project in New Brunswick https://t.co/3ACal3CvNE https://t.co/iOiZxnVXyL
Net Zero Overlooks Mining Impacts of Renewable Batteries
“But net zero ignores the mining required for batteries and metals for renewables” Let me introduce you to a Life Cycle Analysis.
Meta Adds Event‑linked Reels Ads for Instant Cultural Relevance
Meta is expanding Reels trending ads with content lineups tied to major events, including Fashion Week, F1, Black Friday, and NFL games, plus new categories like TV & Movies and Travel. Brands get a more targeted way to show up...
Long‑term Stability with China Hinges on Rare Earth Access
Stability and continuity with China will require continued access to rare earths and magnets, for at least a decade and beyond...
Shift From Disease Treatment to Building Durable Health
When 'Normal Labs' Are Unhealthy We sit down with Dr Sandeep Palakodeti —an Ivy League–trained internist who left elite institutions—to unpack why so much of healthcare reacts to disease instead of building durable health, and how treating your body like your...
February Retail Gains 0.6%, Led by Department Stores
Retail sales +0.6% in February +3.0% dept stores +2.3% health, personal care +2.0% clothes +1.3% sporting, hobby, music, books +1.2% cars, parts +0.9% gas stations +0.7% online +0.5% electronics +0.4% restaurants, bars +0.4% building mats, garden -1.0% grocery -1.0% furniture
Revolut’s $6B Revenue Masks Four Hidden Fault Lines
Revolut: $6B revenue. 38% margins. The North Star of banking. I found four fault lines that the earnings release doesn't mention. Full analysis on Substack / Subscribe 👇 https://t.co/kJ1iPnoooe https://t.co/B0plPkOngz