Speed Trumps Higher Margins in Home Building
These firms are primarily solving for speed of construction and sales and maximal return on each equity dollar. A 20% margin home they can build and sell in 3 months is BETTER than a 40% margin in 6 months 1.2^4 =2.0736x 1.4^2 =1.96x
MRK's Sotatercept Shows Inverse Dose Response in 6
$TENX $TECX 🤔 $MRK sotatercept high dose *missed* stat sig on 6MWT in P2 (and it wasn’t particularly close). The low dose hit stat sig (barely) and was the dose taken to P3. What to make of a...
McKinsey Lagging as Trade Wars Trigger Supply Chain Fragmentation
Is McKinsey slow to react to what has and is happening? Global trade war. Iran war and the Strait of Hormuz. A continuation of trade supply chain disruption that may be moving to fragmentation and even devolution.
Users Upset: Wire Stories in App's Print Edition Won't Open
And is anyone else frustrated that the increasing number of wire-service stories that appear in the “Print Edition” on the app don’t open up when you click on them. ( unlike the staff written pieces).
Long Copyright Terms Don't Guarantee Artist Royalties
How is anti-artist that my copyright last LOA +70 years verses a hard 28 years? The song low is 35 years old. I would not have recieved the last 7 years of music publishing royalties. The label and the streaming...
USS Tripoli Returns, Echoes 1991 Mine Incident
"USS Tripoli Arrives In Middle East" Is it just a weird coincidence that one of the ships that hit mines in 1991 during the First Persian Gulf War was the previous USS Tripoli (LPH-10). https://t.co/0ivtHJDgVw https://t.co/njPikzGOBg
Hormuz Shutdown Creates Unprecedented Oil Supply Shock
Lotta people love to play with Hormuz offset balance math—and boy, oh boy, the numbers I've seen bouncing around... But let's keep it dead simple and focus on pure output: There's now ~10 MMbpd of crude oil production shut-ins confirmed across the...
New Crisis Mirrors Suez, Yet Isn't
Here’s a suez redux. But it’s not suez, any more than it’s Vietnam or Iraq.
US Stalls Progress: Regulations, Not Tech, Hold Back Innovation
Why is it so damn hard to do big things in America? Australia has 40% rooftop solar. We have 6%. We can build beautiful homes in a factory for $300k delivered. Local regs block it. The technology isn't the problem. We are. https://t.co/IBSjsr4eDl
US Attack on Iran Threatens Strait, Empowers Houthis
What if American troops attack Iran? What will it mean for the Strait? And the Houthis?
Oil Hits $99 Amid Tensions; Economy’s Resilience Tested
Oil spiked above $99 as Middle East tensions escalate. This week's jobs and confidence data will show if the economy can handle the shock or if cracks are starting to emerge. 🟢 Open https://t.co/muP4Yrt2q1
Crossing 99% Sim‑Real Accuracy Triggers Digital‑First Production
The Economic Engine of Physical AI. {🧵 Full breakdown below.} After this, you should understand… • why 99% sim-to-real accuracy is the tipping point • how simulation replaces hardware • how ROI shifts in production design • why Digital First...
Copyright Protects Expression, Not Ideas, per Legal Definition
Copyright is not a monopoly on ideas. It secures human expression. Go back to your law school textbooks on expression vs ideas. If it did grant a monopoly on ideas that would be bad. But it does not. You should...
Use AI for Drafts, but Own the Final Output
There’s a question I’ve been mulling for a while now, and I think it’s time to write it down: when is it okay to use generative AI in a given business context, and when does it cross a line? I’ll...
Genetic IL6R Blockade Shows No Impact on Disease or Longevity
Genetic interleukin-6 receptor blockade, chronic disease risk, and longevity: results from the women’s health initiative Lay Summary: "The role of interleukin-6 receptor (IL6R) blockade in reducing chronic-disease risk and improving longevity is uncertain. In a study of 38 807 postmenopausal women followed for...
Florida Inventory Drops; National Growth Slows to 5.7%
Did you know Florida's inventory is down year over year? Also, the growth rate of inventory nationally decreased from 33% to 5.69%. With a HousingWire subscription, you can access local, state, city, and ZIP code data with multiple data points....
Online Writing Fueled My Digital Business Exit
Writing online is how I built a digital business and quit my corporate job on Wall Street. This is the roadmap I wish I had when I first got started:
Bridge Denies Shipping Trucks to Venezuela‑Linked ISP
Did @stripe-owned @Stablecoin platform Bridge ship 12 Mitsubishi trucks to an ISP, Thundernet C.A., with links to the Venezuelan government? Shipping records say it did, the company denies it, and the reality is too complicated for a tweet. Full story in Fintech...
Iran's Own Strikes Leave Shipwreck on Its Coast
Poor Iran now has to deal with a wrecked ship on their coast due to their own attacks.
ICE Purchases Warehouses to House Detainees
ICE is buying up warehouses … for people. Great article in the Wall Street Journal featured on today's Chartbook Top Links: https://t.co/sIvP3Dpgd7
Two Analysts Deliver Unbiased Autonomy Podcast
Highly recommend this podcast on autonomy, FSD, etc They actually do fair and rigorous journalism — unlike @nytimes and @wired Just two analysts going direct
Rising Oil Prices Hurt Importers, Boost U.S. Exporter
"More expensive oil is bad for Europe, Japan and Korea, all big importers. It is actually a net benefit to the U.S., as an exporter and the world’s biggest producer." — The Wall Street Journal Russia and the Middle East also benefit.
GLP‑1 Drugs Now Help Psoriatic Arthritis Beyond Weight Loss
The list of conditions for which GLP-1 drugs provide benefit independent of weight loss keeps growing. Add psoriatic arthritis #AAD26 @AADskin https://t.co/kJej6osXTS
Regime Blocks Internet, Silencing Iranian Citizens
The Iranian people have been without internet, the Islamic regime has had it and kept it from the people as a form of control.
Treatable Genitourinary Syndrome of Menopause: Options Available
Perimenopause and menopause can alter vaginal and urinary tissue through loss of local hormonal support. The result can be dryness, burning, pain with sex, urinary symptoms, and recurrent UTIs. This is not simply “aging.” It is often genitourinary syndrome of...
India Targets 346 GWh Battery Storage by 2033
Indian industry body projects 346 GWh of BESS capacity by 2033 #energysky -- via pv magazine global: https://t.co/Obs4o92i3V
Retaliation on Gulf Energy Could Trigger Global Depression
If Israel/US attack Iranian oil fields and power plants, they are not going to sit back...they'll attack oil fields, desalinisation plants and power assets in the Gulf. Then, we'll get an economic depression.
Iranian Strike Hits Israeli Factory as Munitions Dwindle
An Iranian counterattack lands a direct hit on a factory in Israel. Israel’s defense munitions are running low. With the escalating war, Israel is in more trouble than it thinks. https://t.co/rpZojPSOre
Algorithms Turn Content Into Ultraprocessed, Irresistible Streams
Much of the digital content that ensnares our attention is "ultraprocessed", i.e. "the result of vast databases of user-generated content that are sifted, broken down and recombined by algorithms into personalized streams designed to be irresistible". https://t.co/QDr9Jzu8Y9
Project Hail Mary Hits $300M, They Will Kill You Flops
#ProjectHailMary hits $300M mark globally while #TheyWillKillYou bombs Here’s all the box office info on #MidnightMovieMoney https://t.co/ac05hOgD8y
Modern Conflict Mirrors WWII Lend-Lease: Oil Still Flows
The US-Israel-Iran War is reminding me of WW2 where ships loaded in Seattle with Lend-Lease material sailed past Japan and landed in Vladivostok to support the Soviets in their fight against Nazis. Right now, the US and Israel are bombing...
UK's Security Pivot Raises Trade Questions, Trump Watch
UK move away from US for security. Would this also affect trade? What would Trump do?
Apollo Plans Second Headquarters in a Red‑state Location.
NEW: Apollo wants a 2nd HQ outside of NYC and will put it in a red state: https://t.co/geTbHJ1Vla https://t.co/CRqBAkfAcy
Universal Physical AI Powers Robots Across Tasks Instantly
Nearly every major industry is bottlenecked by one thing: scarce human capital. Skild Brain is changing that. Their AI just assembled GPU racks live at NvidiaGTC, one of the most precise tasks in hardware manufacturing. Here's what makes it wild: Most robot AI is...
2026 Gold and Crude Face Pump‑Then‑Dump Risk
2026 Pump-Then-Dump Risks in Both Gold and Crude - Gold's big green 2026 annual candle to its Jan. 29 high of $5,595 an ounce risks turning red by year-end -- particularly if the Strait of Hormuz is secured -- with...
Should AI Use Short-Term Copyrighted Works Freely?
So if we shortened copyright to 28 years, should AI companies then still be allowed to vacuum up my work without permission and payment? If no then Whats the principle you are advocating? I don’t understand why you’re arguing with...
Questioning AI's Free Access to Musicians' Catalogs
What long term good is gained by AI companies having free access to my songs and catalog? Does the world not have enough recordings and songs? Does it cure cancer? You haven’t told me why it’s in anyone’s interest? Yet...
SGLT2 Inhibitors Help HFrEF Mice via Off‑Target Effects
SGLT2 Inhibitors Act Independently of SGLT2 to Confer Benefit for HFrEF in Mice “The beneficial effects of SGLT2i treatment in gKO mice conclusively demonstrate that in a physiologically relevant preclinical model of HFrEF, SGLT2i can exert therapeutic benefits via off-target pharmacology.3...
Vitamin K Deficiency Bleeding: Preventable, Real Pediatrician Stories
Vitamin K deficiency bleeding is a preventable condition. These are real stories from real pediatricians. The risk is 1/60 of bleeding in the first few months o
Aer Lingus Launches Starlink Wi‑Fi on Dublin‑NY Flight
Aer Lingus passengers traveling from Dublin to New York JFK on flight EI105 today are the first to experience the carrier’s new Starlink inflight Wi-Fi https://t.co/aReJBNtST7 #paxex #pressrelease https://t.co/1ks7572jJ8
Trump Falsely Claims NATO Accomplishes Nothing, Misrepresents Its Role
Pres. Trump on NATO: "We're very disappointed with NATO because NATO has done absolutely nothing." TRUMP = UNINFORMED = DELUSIONAL. WARS OF CHOICE ARE NOT IN THE PURVIEW OF NATO. https://t.co/6qCr5eMDVw
Builders Will Match Demand When Buyers Pay Enough
If people were generally willing to pay this … I’m confident Lennar and DR Horton would build it that way Those firms are **dialed in** on costs and demand
Mass Liking Fake Photos Threatens Irreversible Harm
We're Hitting Like on Millions of Fake Photos. We Either Stop or the Damage Will Be Irreversible #ArtificialDecisions #MCC @AFPFactCheck @IWFhotline @Bellingcat @katecrawford https://t.co/UM4qF2hf1n
Compliance as Code: GENIUS Act Redefines Financial Infrastructure
🔺 Is the "old era" of compliance finally dead? 🪦 In this episode of Fintech Conversations & Insights, Beth Haddock (Stablecoin Standard) explains why the GENIUS Act is forcing a total rethink of financial infrastructure. We dive into: ❌ Why "Honeypot" data collection...
Insurers' AI Denials Delay Life‑saving Cancer Care
The mother of an angiosarcoma patient reached out this weekend to see if I could help her daughter get a second opinion at Dana-Farber after it was rejected by her insurer. I'll do what I can. Dana-Farber has made a...
Negotiated Deals Outperform AI Exploitation for Songwriters
You sound pretty collectivist and anti property to me. But I’ll give you the benefit of the doubt. Pretend you own some music IP. Which would you choose. Which would you choose? Having your IP vacuumed up without consent or...
Post‑2010 Oil Shocks Managed Better, Yet Jobs Lag
Post-2010 data oil shocks were handled better than pre-2010 oil shocks, but duration is key here at this stage, with job growth at the 21st-century lows https://t.co/FndShr2Oi6
Supply Chain Teams Mirror Chess: Each Piece Plays Its Part
“Your Supply Chain Team, Explained in Chess ♟️” ♔ King (CEO / Business Head) Moves slow, but if he falls… game over. ♕ Queen (Supply Chain Director) The real MVP — planning, firefighting, strategy, all at once. ♖ Rooks (Logistics & Warehousing) Strong, reliable, keep things...
Walkable City Saved Me $9,600 versus Car
In 2025, I spent $1,962 on public transit, Citi Bike, and rideshare. With AAA estimating the annual cost of car ownership at $11,577, that means I saved $9,615 by living in a walkable city with great transit. Car dependency is...
Rising Diesel Prices Signal Delayed Inflation Surge
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv