US Shifts to Abundant PGMs, Yet JDAM Shortages Warn
The US air campaign is shifting from using scarce high-end weapons to precision guided munitions. PGM inventory is high, but there are still risks: the US ran dangerously low on JDAMs during ISIS strikes and had to pull from other theaters. In @business: https://t.co/dRX8He6YvR
Iran Conflict May Accelerate Solar and Battery Adoption
Past fossil-fuel price spikes left import-dependent countries with two options: pay up or cut fuel use. Now there is an alternative in solar and batteries. I looked at recent examples in Europe, Pakistan and Cuba to glean what might happen...
Pasqal‑Bleichroeder Deal Targets $2B Valuation by 2026
Pasqal / Bleichroeder Acquisition II deal overview Quantum computing company $2.0 billion enterprise value Closing H2 2026 PR: https://t.co/Y8kjd8LJdO IR deck: https://t.co/27uxUkWA9t Disclosure: Long $BBCQ shares + warrants in $ARB.to https://t.co/EfgkoWpFiI
IRobot’s Supply Chain Turns Into Last Resort
Now playing on @artofsupply > How iRobot’s Supply Chain Became Its Last Resort https://t.co/p5hFTiS2fr https://t.co/nVLSFLgEOt
China Hikes Military Budget, Seeks Tech Self‑reliance
In a Riskier Era, China Bets on Technology to Resist U.S. Pressure China announced a 7 percent increase in military spending and a five-year plan to try to reduce its military and industry’s reliance on Western technology. https://t.co/c3cRysLtmX via @NYTimes
Battery Tech Slashes Data Center Power Costs by 90%
Glad to see a recognition that batteries and grid enhancing technologies can integrate 100GW of new data centers at 90% less cost than business-as-usual. https://t.co/H1IIqfo7u3
Modern Nuclear Subs Can't Safely Rescue Survivors at Sea
PSA regarding the fact that the U.S. submarine that sank IRIS Dena did not pick up survivors: due to the configuration of modern nuclear submarines, it is generally going to be infeasible to pick up such survivors in open ocean...
Five Unexpected Companies That Could Acquire PayPal
Who Should Acquire PayPal? 5 Potential Acquirers Nobody’s Talking About PayPal is now considered to be a prime acquisition target. Who besides Stripe would be a good acquirer? Here are 5 potential candidates. Try to keep an open mind. https://t.co/rrD4BdDrG8
Second‑Generation Restaurant Spaces Offer Ready‑Made Opportunity
Touring a second-generation restaurant in Dupont Circle today and I’ve been getting a lot of calls about it. 3,700 square feet across two floors on Connecticut Ave with the Dupont Metro two minutes away. Second-generation restaurants create real opportunity because the infrastructure...
Beyond Features: Redefine Value in an AI-Driven Market
Your products are no longer differentiators. Digital is expected. Rates are aligned. AI compares features instantly. Competing on what you offer is a losing game. We discuss a different path with Allison Netzer, founder and CEO of BrandThnk. Watch the...
CNN Team First US Network Inside Iran Since War
CNN Senior International Correspondent Frederik Pleitgensays and his team are in Iran—the first US network to cross into the country since the start of the war.
US Submarine Fires Torpedo at Iranian Warship in Indian Ocean
Our take: The Iranian warship IRIS Dena was in the Indian Ocean when the USS Charlotte, a Los Angeles-class US attack submarine, fired an MK-48 torpedo: https://t.co/TxvPCM9QEI
Midterm Elections Will Test Q1 Energy Price Surge
Peak Energy Price Inklings in 1Q? Midterms in 4Q a Top Test - The leader of the world's largest energy producer -- and net crude oil and natural gas exporter -- wants lower prices, and elections are in November. The...
Iranian Drone Boat Hits Bahamas‑Flagged Oil Tanker in Iraq Waters
BASRA, Iraq, March 5 (Reuters) - An Iranian remote controlled boat laden with explosives was used on Thursday to target and damage the Bahamas flagged crude oil tanker Sonangol Namibe anchored in Iraqi waters, according to initial assessments from two...
FDA's Extremist Shifts Harm Rare Disease Stakeholders
In this week's Biotech Scorecard newsletter: The extremism of the FDA’s Peter Marks and Vinay Prasad has come with costs Two regulators, two extreme regulatory philosophies, one replacing the other. The rare disease community is suffering whiplash. Drugmakers ( $QURE...
Natural Gas Slides Toward $2 Trough After $5 Resistance
$2 Natural Gas Support vs. $5 Resistance - The inability of the front US natural gas future to stay above $5 per million British thermal units may be emphasized by the price just below $3 on March 4 despite a...
Knee Pain Signals Years of Inactivity, Not Surgery Need
The hardest conversation I have in my office isn't about surgery. It's about time. A 58-year-old sat across from me with knee pain. She’s otherwise healthy, but menopause has been rough on her. Her MRI shows some cartilage changes — age-appropriate,...
Supreme Court's Power to Reshape Supply Chains Challenges Its Relevance
When nine justices can redirect global supply chains overnight, it’s fair to ask whether the Court’s structure still fits the modern economy. #SupplyChain #GlobalTrade https://t.co/N2tgQ7sgEX https://t.co/kCnjdrx0CX
US Doesn't Control Strait of Hormuz, Claim Debunked
This is complete nonsense. Literally the only ships I've seen going through the Strait are Iranian and those indicating their crews are Chinese. And we don't "control" the SoH at all right now. Having Sea Control means that you get to...
Insist on Direct Client Contact to Avoid Scope Drift
I was chatting with someone this week who's stuck working through an intermediate. They've got a freelancer between them and the actual client, and decisions keep getting made without them in the room. I've been in this situation more times than...
Free Press Tension Strengthens Democracy Amid White House Critique
press tension fuels democracy. appreciate a free and plural press doing the work they’re doing. and Collins holding the line here in a completely reasonable manner despite the rhetoric thrown at her.
US Pressures Ukraine to Spare Russian Energy Assets
The U.S. is pressuring Ukraine to avoid striking specific Russian energy infrastructure. As you could imagine, this all has to do with American economic interests. Full Newsletter: https://t.co/XGHjzTaHH8 #ukrainewar #militarystrike #geopolitics https://t.co/lB8qnpN0Kx
Autonomous Networks Evolve Into KPI‑Driven Economic Strategy
At #MWC26 one theme stood out at the @Ericsson pavilion: Autonomous networks are no longer just about automation. They are becoming an economic strategy, where intent-driven architectures align network behavior directly with business KPIs. My latest analysis. https://t.co/eC7D8S6bFP #AI @MWCHub @GSMA
CBS Postpones JD Vance Town Hall Indefinitely
New: The CBS News town hall with @JDVance, which had been slated to air on March 14, has been postponed indefinitely.
Brent Backwardation Hits 98th Percentile Amid Hormuz Closure
BRENT futures have surged into a severe backwardation as the closure of the Strait of Hormuz threatens to create an acute shortage of barrels. The six-month calendar spread has soared into a backwardation of almost $11 per barrel from less...
TikTok's 2026 Discover List Spotlights 50 Emerging Creators
TikTok revealed its Discover List 2026, highlighting 50 creators to watch across categories like Educators, Foodies, Icons, Innovators, and Originators. The list acts as both a cultural barometer and a pre-vetted talent pipeline for brands looking to partner with emerging...
Grand Duke of Luxembourg Discusses Global Energy Transition Collaboration
It was a pleasure meeting with His Royal Highness Grand Duke of Luxembourg. We discussed opportunities to collaborate in advancing the global energy transition and accelerating progress toward climate goals. https://t.co/0O1SIM4ZbQ
SpaceX's $1.75T IPO Dream Defies $20B Revenue Reality
SpaceX provably has revenues of less than $20bn and loses money after the merger with xAI, but is targeting a $1.75 TRILLION IPO. So FTAV explored how Musk might try to pull off what could be the biggest bagholder operation...
Paperclip Enables Fully Autonomous, Zero‑Human Companies
We are nearing economic liftoff and financial singularity And banks are still trying to automate away document ingestion
From Shoe Shop to Boardroom: Real Leadership Lessons
Here’s something I shouldn’t be sharing, but here it is. In this exclusive podcast, I reflect on my years of experience working with CEOs and boards around the world. I share an inside story on how businesses evolve, revealing lessons I’ve...
USPS Hires Advisers to Tackle Mounting Financial Woes
The U.S. Postal Service is hiring restructuring advisers to help address its increasing financial troubles, Postmaster General David Steiner told Reuters in an interview. https://t.co/5x45UAESKf
China Plans Coordinated Push for Lithography by 2030
Reuters: Top Chinese semiconductor executives have called for a coordinated national effort to develop operational lithography systems during the 2026-2030 period, underlining Beijing's push for greater technological self-reliance. @lauriechenwords https://t.co/uab1DaTkwQ
Harbour Centre Posts $234M Loss, Skips Dividend
Harbour Centre Development Limited 2025 Final Results: • Group loss attributable to equity shareholders amounted to $234 million (2024: $70 million) • Attributable loss to equity shareholders per share was $0.33 (2024: $0.10) • no dividend for the year ended 31 December 2025 https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=en
Instant OSINT Forces Governments to Own Drone Damage
Govt caginess about actual damage so enemy can refine their strikes next time is not new/surprising (see V1s vs London). But in this time of instant online OSINT and social media BDA (Bomb Damage Assessment) should they work on assumption...
Try the New Angry Birds Friends Web Game
There's a new bird game out on the web. Give Angry Birds Friends a try. https://t.co/wMDPyglWXt
Renewables Only Escape as Fossil Reserves Fail Fast
254 days of reserves don't mean a thing when the pressure hits on day 7. This isn’t a "market adjustment" - it’s a math-driven massacre Fossil fuel reliance is a trap door, and the floor just fell out for half the...
What Does Ukraine’s P1SUN Drone Name Actually Mean?
I’m on the edge of my seat waiting for foreign operators of Ukraine’s interceptor drone P1SUN to discover what its seemingly purely technical name actually stands for.
Seeking Simple Explanation of MWC26 Protest
Can anyone explain this protest outside of #MWC26 to me with simplicity and succinctness? I am honestly just curious. https://t.co/CHj6oQ8VoA
Upcoming Oil Talk on Al Jazeera at 11:30 Qatar
Looking forward to discussing oil with Al Jazeera shortly. 11.30 am Qatar time/ 4.30 pm SGT.
Pentagon, Gulf Nations Seek Ukrainian Interceptors Against Iranian Drones
The Pentagon and at least one Gulf government are in talks to buy Ukrainian-made interceptors to fend off attacks by Iranian drones, @charles_clover and @ChristopherJM report https://t.co/hV2ixGhKjx
RF Experts Question Starlink Mobile's Physics‑Defying Claims
MWC 2026: Can Elon Musk’s Starlink Mobile defy physics? RF experts weigh in #MWC26 🖇️https://t.co/hmQXnCNSio 🖇️ https://t.co/3Dp4fYFcYe
MQ‑9 Reapers Dominate Ground and Naval Strikes In
MQ-9 Reapers appear do be doing a LOT of the heavy lifting against mobile ground targets and vessels in Epic Fury.
AI Will Redefine Doctor-Patient Dynamics, Says Henry Blodget
I loved my interview with legendary business analyst & founder of "Business Insider", Henry Blodget (@hblodget), on his podcast, "Solutions." Lots of smart questions about AI and healthcare, and how it'll change what it means to be a doctor and...
Geopolitical Tensions Trigger Oil Supply Shock, Duration Uncertain
I’m on Bloomberg TV tomorrow at 1pm HKT with the wonderful @JoumannaTV on China, India, Southeast Asia, South Korea, and what the widening conflict in Iran and the Middle East means for the region. Short story - we are buyers...
AI-Driven Tool Accelerates Iran Strike Planning in Real Time
‚As planning for a potential strike in Iran was underway, Maven, powered by Claude, suggested hundreds of targets, issued precise location coordinates, and prioritized those targets according to importance, said two of the people. The pairing of Maven and Claude...
Lufthansa Launches Direct Frankfurt‑Kuala Lumpur Service 2026
Lufthansa Airlines will start flying direct 5x weekly Frankfurt-Kuala Lumpur from 25 October 2026. The flight will be operated by its B787-9 with 287 seats in a 3-class configured Alleris cabin. Lufthansa said Kuala Lumpur is the fourth destination for the...
Curiosity Drives Job Satisfaction and Financial Innovation
#TimTalk - Explain the upward trend between high curiosity & KPIs like job satisfaction & financial innovation? with Dr. Debra Clary https://t.co/z3MHEqIDr1 via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management
China Advances Power of Siberia 2 and Far‑East Gas Pipeline
March 5 (Reuters) - China will push forward early-stage work on the Power of Siberia 2 project, while building the China-Russia Far East natural gas pipeline under its 2026-2030 five-year plan, which was released on Thursday.
Homebuyer Demand Hits Record Low, Price Cuts Needed
Reventure's Homebuyer Demand Index just updated for the first week of March. The monthly reading stayed at 6/100. The 3-month rolling average dropped to 8/100. 50 is "normal". Note that during the last crash, the index never dropped below 29/100. Indicating just...
US and Israel Dominate Skies over Top Terror Sponsor
"Operationally, the two most powerful air forces in the world, the United States and Israel, are dominating the skies over the world’s largest state sponsor of terror,"