War Risk Insurance Cancels Coverage Once Conflict Begins
Can someone smarter than me explain why war risk insurance gets canceled when there’s a war? https://t.co/7JR2QurKUO
Bank Sector Yields Surge Above 5%, Top Three Near 6%
Bank stocks annual div yield (as at 2 March) post-4Q2025 earnings. All except Alliance, AM will pay interim div in March 2026. Top 3 highest (2026 estimates): •Bank Islam: 6.22% •*CIMB: 5.92% •RHB: 5.91% =Average Sector DY: 5.10% (10 banks) [*incl Special Div 7sen]
Discussing Operation Epic Fury with TBN Experts
I joined my friend @ErickStakelbeck on @TBN today to discuss Operation Epic Fury. I was in excellent company with @FDD CEO and expert @mdubowitz https://t.co/5INHjdWDlX
Mali Gold Mine Promises $1.3B NPV Amid Rising Risks
$ROS.V PEA on Kandiolé in Mali: 13yr mine, 835koz Au, ~94% recovery, AISC ~$1,200 early years. $5,400/oz? → ~$1.29B NPV Mali risks real, but Mexico's cartel violence + royalty hikes making headlines in 2026 too? @GoldRoscan
Iran Declares Closure, Yet Small Tankers Slip Through
🚨Iran Announces Strait Closed; Tankers Say Hold My Beer🚨 So much for Iran's announcement as three tankers are running the Strait. 1️⃣BLOOMING DALE, Aruba-flag, 12k tons (1996), In ballast and outbound 2️⃣POLA, Liberia-flag, 156k tons (2011), In ballast & inbound 3️⃣PUFFIN TWO, Liberia-flag, 7k...
AI Agreement Bans Domestic Surveillance of U.S. Persons
Here is re-post of an internal post: We have been working with the DoW to make some additions in our agreement to make our principles very clear. 1. We are going to amend our deal to add this language, in...
Iran Flaunts Underground Drone Fleet Amid Crippling Losses
Iranian state media shows off underground drone fleet @CNN There is no way to know if the site still exists. A weird flex when they've lost 49 senior leaders, their air space is owned by U.S. and Israel, and...
Iran Persists Nuclear Ambitions Despite Israeli Strikes
Reports show of the sites the Islamic Regime in Iran hoped to continue their nuclear program even after Operation Midnight Hammer was Pickaxe Mountain, which would have made aerial strike extremely hard. The point being that despite the historic June...
AI May Draw Talent to Mining, Not Replace Jobs
Q&A: #Artificialintelligence could attract new #talent to #mining rather than replace #Jobs – @geologic_ai #CEO | S&P Global Market Intelligence https://t.co/btVF3UiT1h
Battery Rebate Hits 250k Installs—Now the Momentum Stalls
Federal battery rebate hits a quarter-million installs. But is the party over? #energysky -- via Renew Economy: https://t.co/kt1ijbgQPQ https://t.co/e4bUv8CY20
Louis Gerstner, IBM Reviver, Born March 1, 1942
#ThisDayInTechHistory. March 1, 1942. Louis Gerstner was born. Most known for his crucial role as CEO and chairman in revitalizing IBM from 1993 to 2002, and his significant publications. (Opus) #Computer #History https://t.co/3Mw675ZZme
Trump Refuses Refunds After Supreme Court Deems Tariffs Unlawful
After Trump’s tariffs were ruled unlawful by the US Supreme Court, he is now dragging his feet and refusing to refund Americans who were illegally TAXED by tariffs. https://t.co/vlXQUbwjEo
CEOs Ignoring CLV Miss Their Business's Core Value
A shocking number of successful CEOs can’t clearly define CLV. Customer Lifetime Value isn’t just a metric. It’s a long-term strategy lens. If you don’t know your customers’ lifetime value, you don’t know your business. #CLV #CustomerLifetimeValue #MarketingStrategy #CEO #BusinessGrowth
Oil Shock Math Reveals Dwindling Exporter Surplus, Reshaping Trade
Some basic oil shock math, focusing on the impact on global trade ... Remember that we are starting from an unusually low surplus in the fuel exporting economies ... 1/ https://t.co/WIeQBspqCY
Wealthy Buy Rentals for Equity, Not Cash Flow
Wealthy people don’t buy rentals for $200 a month in cash flow. They buy them for equity and tax advantages. Say you buy four properties at $50K equity each. That’s $200K added to your net worth, plus a massive...
Mass Media and Tech Layoffs Threaten Economic Stability
Genuine q as I’m no economist: seems like plenty more media/tech layoffs incoming — Paramount/WBD, big tech w/AI, decline of trad media, etc — so an abundance of well paid people fighting for no jobs in markets that don’t want...
AI Data Centers Fuel Surge in Solar‑Storage M&A
Solar-plus-storage M&A heats up as AI data centers drive demand #energysky -- via pv magazine usa: https://t.co/0SfVszvIE9 https://t.co/gM7W0Ker2W
Tariffs Drive U.S. Equipment Production Overseas, Cutting Jobs
"Tariffs Force Down Heavy Equipment Sales and Jobs" https://t.co/gAxfFeOvbe "it is more economical to build a forklift overseas, import it and pay the tariff" "multiple layers of tariffs on inputs have made it even more expensive to build machinery on American soil"...
RedBird Reshapes Streaming Landscape with Major Studio Deals
Friday: RedBird helps Paramount pry Warner Bros. away from Netflix. Monday: RedBird helps Artists Equity ink major streaming deal with Netflix.
AI Frees Junior Lawyers for Higher‑value Work
Before AI, a junior associate might spend most of their week pulling clauses from old deals, reformatting templates, and chasing redlines across 14 email threads. Now that's a quick task. The question is now what they should be doing.
Lack of Hardened Ops Center Cost Six Service Members
Those service members would still be alive if there had been a basic effort by their leaders at hardening/passive defense. No reason to have a makeshift operations center in a war where you determine D-day.
Chile’s Solar Curtailment Grows Amid Persistent Grid Limits
Solar curtailment rises in Chile as grid constraints persist #energysky -- via pv magazine global: https://t.co/nmDkWSHq65
Blackstone’s Jon Gray Offers SaaS Loans at 98¢
it’s your promotion year at Blackstone and Jon Gray calls and asks if you wanna buy some SaaS loans at 98 cents: https://t.co/7xdf7c8YNt https://t.co/CvnV13BVpL
Meta Defends BitTorrent Piracy as Fair Use Claim
I’m sorry, I was cryptic with the tweet below at a time when y’all may need a laugh. As I read this, Meta is arguing in a court of law that its use of BitTorrent to transfer pirated works was...
VPNs Bypass NY Ban on AI Legal Advice
people will use VPNs to access affordable high quality legal advice, healthcare and education from AI. odd to think that we’re here now. sad really
Luxury Builders See Low FHA Use; Affordable Homes High
Homebuilders with the most—and least—FHA exposure 2% of Toll Brothers buyers use FHA financing 46% of LGI Homes buyers use FHA It makes sense… Toll Brothers average price is $1.19M LGI Homes average price is $364K ResiClub PRO report: https://t.co/vTkPhe0k9z
CENTCOM Chief Addresses 50,000 Troops Amid Iran Ops
Adm. Brad Cooper, the top U.S. military officer at @CENTCOM, sent this message to the roughly 50,000 U.S. troops directly involved in operations against Iran, I'm told. https://t.co/9VGvRSWtTW
NASA's Blue Ring Passes Load Test, Shows Strength
You guys liked the last Blue Ring picture so much, I felt that you deserve another one. This is the dedicated Structural Test Asset (STA) undergoing load testing at NASA's awesome Marshall Space Flight Center. So far...
Top Georgia Judges Lead Appellate Practice Class
Appellate Practice and Procedure Class No. 7 (@MercerLAWSchool, 2026), featuring Justice Verda Colvin (@SupremeCourtGA) and Judge @edgobeil (@AppealsCourtGA). https://t.co/Grp23fCsvG
Insurance, Not Closure, Drives Hormuz Shipping Decline
Iran doesn’t need to physically “shut” the Strait of Hormuz—ship traffic has already plunged >80%. “Insurance availability may now act as a primary gating factor for transit decisions independent of formal navigational closure.” https://t.co/6FxXpLwnJq
Documentary Celebrates Jeff Minter’s Psychedelic Gaming Legacy
A film on the wonders of Jeff Minter, creator of games like Tempest 2000. https://t.co/rKw6H3PIie
Colorado Leads, Washington Should Follow on Insulin Caps
In Colorado, we’ve been laser focused on saving Coloradans money on prescription drugs since day one, and it’s past time that Washington catches up. Colorado was the first state to cap insulin costs long before the federal government and expand...
Strait of Hormuz: Politics Clash, Captains Hold the Final Say
Iran says the Strait is closed. The U.S. military says it’s open. Reality: you still have to convince a captain to sail it. Ten years ago, shore-side managers could (and did) twist arms. Today? Nobody wants to become TikTok famous for twisting arms...
Wall Street Rebounds as Oil and Gold Retreat
Is the market already done with the US-Iran war? Wall Street erased early losses while gold and crude oil recoiled from panic highs. Now what? #OilPrices #Crude #Iran #IranWar #stockmarkets #Dollar #Macro https://t.co/sUv93zfPtT
Kharg Island Identified as Critical Oil Export Choke Point
Kharg Island is a 'choke point' for Iran's oil exports, says VanEck Funds CEO https://t.co/rI4JYhLG71
Tanker Stocks Fall as Key Oil Waterway Shuts
"Sell the News" even works for tanker stocks when the most important waterway for oil is practically (if not actually) closed. https://t.co/1Blk1tLMqJ
Land Your Music on TV Shows Like Selling Sunset
Getting Your Music Placed in TV Shows Like; Selling Sunset, Holiday Wars 📺 This is what you do ↴
DAT's Models Fail in Tight Market, Choose SONAR
Maybe if Ken wasn't so out of touch with the market, he would realize that DAT's models aren't working in a tightening market. His clients see it, he doesn't. When your data models rely strictly on the spot market and...
Belmont Resources Adds International Critical‑Minerals Expert to Board
Belmont Resources $BEA.V $BELMF Strengthens Board with Appointment of Dr. Thomas Unterweissacher, International Critical-Minerals Specialist @thenewswire https://t.co/Wk3e9RIv3O https://t.co/MDKBlZQayv
Boralex Launches Canada’s Largest Operating Battery Storage System
Boralex commissions ‘Canada’s largest operating BESS’ in Ontario #energysky -- via Energy Storage News: https://t.co/KPk7JggYI3
Top Unbiased Iranian Journalists Covering the Conflict
Who are the best Iranian journalists and content creators covering the conflict who are not just stanning the monarchy?
Whatnot's Beauty Sales Surge 800% to 4,000 Items Hourly
On @Whatnot, the live shopping platform, beauty sales grew almost 800% in 2025, now representing one of its fastest-growing verticals. Buyers are purchasing nearly 4,000 beauty items per hour. More in the Live Shopping Update, presented by Whatnot: https://t.co/s9HQHL6Je5 https://t.co/VKyyHOKjyK
FCC Calls for Reciprocity as EU Barriers Threaten U.S. Satellites
For decades, the U.S. has welcomed foreign satellite operators into our market. But restrictions on U.S. operators in other countries have persisted. And now, new barriers are emerging that constrain U.S. businesses operating abroad, including in the draft E.U. Space...
Netflix's First Big Theatrical Release Tests Fantasy Revival
I'm excited for @netflix's #Narnia movie for three reasons. 1. It's the streamer's biggest theatrical step 2. It will test franchise IP reactivation/fantasy hunger 3. I love Greta Gerwig See how the film is tracking and what it means for the industry. https://t.co/xij6SmW3BX
Friendly Fire Still Plagues Modern Air Warfare
Tragic Friendly-Fire Incidents Are Nothing New In Modern Air Warfare The loss of three F-15Es to friendly fire today is far from the first time similar combat accidents have happened in the post Cold War era. https://t.co/VdFAhNE7SB
Iran Conflict Drives Oil and LNG Prices Higher
Oil, LNG Prices Spike as Iran Conflict Continues Ron Bousso, senior columnist for Thomson Reuters, discusses oil, LNG markets and the likelihood that Middle Eastern tensions will keep prices high. #IranWar #IranIsraelWar https://youtu.be/TyuJU-0pvIo
Sonic 4 Film Begins Production, Set for March 2027 Release
The Sonic 4 movie is now in production, coming in March 2027 to theaters. https://t.co/jwFey9q6sR
ASTS Delays Satellite Timeline, Offers No Clarity
What a debacle. They can't even promise to complete the "40 satellites equivalent of microns" until "first half of 2026" compared to "early 2026" previously. With no clarity on when any completed satellites will be ready to ship. Also dropped...
PDAC 2026 Features Multiple Mining Company Interviews
Lots of @miningcomau interviews at #PDAC2026, going top left clockwise: Joe David at @ElementosTin, Michael Stier at @sagametals, Jason Weber at Silver North, Robert Eckford at @ruagold, Jason McBride at @q2metals https://t.co/zqdUE4fQPj
AI Reaches Level 3: Autonomous Agents Replace Knowledge Work
Howard Marks published a memo arguing AI has hit "Level 3" autonomous agents replacing knowledge work https://t.co/E247Ol9zBc #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/qf0jBUHUcx