Private Credit BDCs Plunge From Premium to Deep Discount
In just 12 months, private credit went from red hot to ice cold One year ago, the average BDC traded at a +6.2% premium to NAV Now, the average BDC trades at nearly a -20% discount to NAV, a level only exceeded in spring 2020 and late 2008/early 2009 Golded age to golden rage https://t.co/AXP9P9ZNdk
Thin Retail Margins Force Sellers to Pass Tariffs
"Many sellers simply don’t have much of a choice but to pass on the cost of tariffs. 'At a certain point—because retail is, as you know, a mid-single digit operating margin business—if people’s costs go up by 10%, there aren’t...
Illinois Trucking Fraud: State Insurers Allow Under‑insured Carriers
Trucking has become a cesspool of fraud - this time involving the State of Illinois and its insurance pool. Carriers are criminally under insured and the state agency is aware of it. Often, they will own many trucks and only...
Jared Isaacman Unveils Major Overhaul of Artemis Program
NASA's Jared Isaacman just announced sweeping changes to the Artemis Program. Here's what is happening: https://t.co/Hq3zpK2fv2
NASA to Standardize SLS Near Block 1, Boost Flight Rate
NASA Administrator Jared Isaacman announces at a briefing this morning plans to standardize the SLS to a "near Block 1" configuration (no Block 1B) as part of efforts to increase flight rate.
Chiplets Transform Semiconductor Architecture with Modular Flexibility
#Technology #Thread #Semiconductor #Manufacturing #Chiplet The Semiconductor Let Us Explore Chiplet State: 1/ - Chiplets Are Redefining How Modern Semiconductor Systems Are Architected. - Instead Of Building One Large Monolithic Die, The Industry Is Moving Toward Modular Integration To Improve Flexibility And Scalability.
Amazon MGM Begins Production on God of War Series
#AmazonMGM is full on their iconic video game adaptations era, releasing our first look at the #GodofWar streaming series, unveiling a still of #Kratos and #Atreus, to announce that production of the series based on the popular game has officially...
Trump Should Launch TRUMP Program for Resilient National Grid
For his next move, Trump should create a muscular Transmission Resilience & U.S. Modernization Program (TRUMP) to plan, finance and then solicit competitive bids to build out the Trump Interstate Electricity System (high voltage backbone grid for resilience & industrial...
Netflix Rejects Warner Bros. Deal Amid Price War Concerns
Nuance and Depth are Paramount to Understanding this Story ... @crupicrupicrupi Delivers. See What I did There? Netflix Says No to Warner Bros. After Price War, Beltway Concerns: https://t.co/Yhskq9nksa via @sportico
Canada's Red Tape Stalls Projects for Decades
Canada Is Being Destroyed By Bureaucracy & Over Regulation It takes an average of 19 years to get an approval to build a new Mine Australia's shipping Liquid Natural Gas to Canada's East Coast: Canada has 300 years of Gas Reserves Let's look...
Major M&A Moves: NATL, KORE, RNA/NVS Deals Announced
Today's M&A notes $NATL to be acquired by $BCO for $30.00 cash + 0.1574x shares, 22.6% premium, $6.6 billion $KORE to be acquired by Searchlight Capital / Abry Partners for $9.25 cash per share, 132.4% premium, $726 million $RNA / $NVS deal closed https://t.co/J7D2HirSUh
America Must Embrace Its Cheapest, Fastest‑growing Energy Source
It's also the correct one. "American Energy Dominance" can't ignore one of the cheapest and fastest growing sources of American energy.
Ellisons Pull Off Record LBO of Warner, CNN
The Ellisons nab Warner and CNN in the biggest leveraged buy-out in history. Who's going to run it? https://t.co/KOQeZ3NQTy
Optimize Shape and Material for Superior Part Performance
The performance of almost every physical part is a combination of a Shape factor and a Material factor. Maximizing both makes for the best part. True across mechanical structures, heat transfer, electrical design, even industrial design. https://t.co/F1lJ3dZlya
Warner Bros' Debt Curse Threatens Media Conglomerate Survival
If you need something to look forward to, remember that Warner Bros. is Cootie Corp. It poisons all who swallow it: Time Inc. AOL, AT&T, Discovery. The only question is how long it will take the Warner curse--and debt--to kill...
Adelayde Hires Geologists for Sisson North Tungsten Study
Adelayde Exploration $ADDY.CA $SPMTF Engages Geologic Firm for Work Program on the Sisson North Tungsten Project Directly Bordering Northcliff Resources Ltd. by @newsfile https://t.co/ZGqKQPGqqU
Novo's Missteps Echo Bristol Myers' Strategic Failure
Elizabeth Cairns' piece on $Novo is reminiscent of Bristol Myers' strategic fail against Merck and Keytruda. They were focused on the wrong things, made bad trial design decisions and got stuck in the mud of their own making. Everyone should...
Cold War Lunar Lander Reappears After 55 Years
55 YEARS AGO: The Soviet lunar lander for a single cosmonaut reappears in the Earth's orbit. Details on the site (subscription)... https://t.co/aJuVReTuyb
Threads Adds Rich Link Previews for Podcast Clips
🚨 NEW 🚨 Threads now supports rich link previews for podcast video clips, making it easier for creators to drive viewers from short clips to full episodes. Podcast creators can upload a video clip and add a link that directs audiences...
Trump Trade Anger Boosts Canadian Domestic Spending and Tourism
Trade is among people, and retaliation can be too: "Anger over President Trump’s trade policy has fueled a notable increase in Canadian spending on domestic products and local tourism, according to research from the Bank of Canada." https://t.co/Nmzo5Yn2ay
Floor & Decor Targets 500 U.S. Stores in Eight Years
Floor & Decor FY23 10-K: "We believe there is an opportunity to significantly expand our warehouse-format store base by a low- to mid-teens annual percentage growth rate over the near-to-medium term, reaching at least 500 in the U.S. within approximately eight...
Automation Boosts Call Center Quality Without Sacrificing Trust
Modernizing call center operations can improve service quality and increase conversion opportunities. Automation doesn’t have to erode trust. We explore this with @zaygranet, CEO of @usebland. Watch the full episode: https://t.co/XXRymkLwFx https://t.co/lVvoajEUEM
Obesity Accelerates Neurodegeneration, New NatMetabolism Study Shows
How does obesity catalyze neurodegeneration? Our paper just out @NatMetabolism https://t.co/kx25urgpJx free access https://t.co/aL1FBN9MyI Phenomenal work by @chen_bandy pulling this together
Clients Choose You: Accident or Earned Expertise?
The last client you closed, how did they find you? Was it by accident or did you put the work in to be the expert that they sought after?
Trial Failures Stem From Flawed Design Choices
“You can’t stand there after the fact and blame the open-label design,” he said. “You designed it. You designed a noninferiority margin. You picked the patients. And then the trial doesn’t work.” https://t.co/acS5i5s5NU
Mayor Secures Trump Funding for 12,000 Rail Yard Homes
It’s now confirmed that Mayor Zohran Mamdani spoke with Donald Trump about securing federal funding to build 12,000 homes on the Sunnyside Rail Yard, which is owned by Amtrak. The project feels like a no-brainer, but it’s never penciled out...
Post‑July Tariff Uncertainty May Stall Business Investments
"Meanwhile, new questions about what the tariff regime will look like after July, when Trump’s new global duties expire, could again put many business investments on hold, limiting the productive effect of any more immediate influx of cash." https://t.co/PeFBYyWQqH https://t.co/0oVZHlSMF9
Amazon Commits $50B, Makes AWS Exclusive OpenAI Cloud
.@amazon/@awscloud forges a multifaceted partnership with @OpenAI. Part of deal consists of: - Amazon will invest $50 billion in OpenAI - OpenAI to use AWS chips - Amazon will be exclusive 3P cloud distribution provider for OpenAl Frontier “Developers and companies of...
Alumni Dr. Leroy Versteeg Highlights Brown Talk at UTHealth
Great to see our former National School of Tropical Medicine @BCM_TropMed trainee Dr. Leroy Versteeg at my Brown Molecular Medicine talk at @UTHealthHouston in our @TXMedCenter https://t.co/F9IGkVNkfM
Minnesota's Autism Service Use Soars—Cause Unclear
Dramatic increase in autism program utilization in Minnesota. Is this a true increase in autism rates or some other reporting/diagnosis factor or just fraud? Are other states seeing this? (This is not a political question).
Supreme Court Nullifies IEEPA Tariffs—Use Free AI Auditor
The Supreme Court ruled on Feb 20th that IEEPA tariffs were invalid. CBP stopped charging them on Feb 24th. Expect lawsuits are already filed challenging the tariffs for entries dated Feb 20-23rd. But I expect those won’t actually matter as...
Is DEI in Aviation Dead? A New Magazine Probe
Is #DEI in aviation now DOA? One of the features in the latest (March) issue of AEROSPACE magazine #avgeek https://t.co/Mpa5ZPsFX8 https://t.co/lCIQE962vX
XLE Inflows Biggest Since 2008, Posing Tactical Risk
Gotta love a decade-plus breakout but XLE flows represent a tactical risk to the energy trade. Most one-month inflows since 2008 https://t.co/S4x6eWEanb
Security Must Account for All Human Actors
The farmers and the mercenaries: Rethinking the 'human layer' in security | CSO Online https://t.co/W4BglrjoFn
No Bad Offers—Pricing Reflects Risk, Fit Situation
I get questions about our home valuation every day. They usually sound like “they made a bad offer” - this is actually what’s happening: They selectively price low-risk homes aggressively. They keep wider spreads on higher-risk homes. When I look into bad offer...
RAG Success Depends on Ecosystem, Not Just Model Choice
This is one of the cleanest visual summaries of a production-grade RAG (Retrieval-Augmented Generation) stack I’ve seen. What it highlights clearly is an often-ignored reality: RAG is not a single tool — it’s an ecosystem. A solid RAG system spans multiple, interchangeable layers: LLMs...
Tariff Payments Show Voters, Not Foreigners, Foot the Bill
The process and legal fights over paying back import taxes will help shove tariffs back into voters’ minds, as well as provide them an excruciatingly detailed civics lesson in who literally pays the levies. (Hint: it’s not foreign governments.) https://t.co/N8dOe6rapr
EU Mercosur Deal Boosts Traders Amid Uncertainty
This is indeed good news. It will enable traders ot take advantage of preferential rates at a time of uncertainty and disruption.
Meta Cracks Down on Scam Ads with Legal Action
At some point the AI Search platforms will build stronger anti-spam systems, have manual actions, take legal action against spammers, etc. I have covered that before. Here is how an established platform like Meta continues to tackle problems like that....
Enterprise Networks Transform Into AI-Ready Intelligent Platforms
Enterprise networks are evolving from passive pipes into intelligent platforms. Integrated 5G, edge computing, and built-in security are enabling AI-ready infrastructure that supports intelligence at scale across distributed environments. Check out these use cases: https://t.co/4XYg87VcCI @TMobileBusiness Partner
Meet Noah Graff: Used Machinery Expert on Swarfcast
Discover the world of used machinery sales with 𝐍𝐨𝐚𝐡 𝐆𝐫𝐚𝐟𝐟, a seasoned expert in used machinery and host of 𝐒𝐰𝐚𝐫𝐟𝐜𝐚𝐬𝐭! Stream now: 🔗 https://t.co/2CnEZKK8BY 📽️ https://t.co/LgvpTRWoMQ 🔗 https://t.co/DmYp21NDA3 #Manufacturing #UsedMachinery https://t.co/gir47VFgcZ
Mayor Pushes 12,000‑unit Sunnyside Yards Development Plan
2 guys from #Queens talk #realestate. #MayorMamdani touts plan to build 12,000 units on #SunnysideYards. Probly w/need fed $$. 'It's important we connect nabes' #CRE #multifamily #affordablehousing #MitchellLama #NYC https://t.co/6WMns2brrh
Washington Hasn't Demanded Station Sales for Nexstar‑TEGNA Merger
D.C. Memo: Nexstar CEO Sook – Washington Has Not Said Company Needs to Sell Stations to Close TEGNA Deal | $NXST @NXSTMediaGroup $TGNA @TEGNA https://t.co/md3Cz4tI5F
Paramount+ Can’t Recover $7.7B UFC Deal With Subscriptions
How Can Paramount+ Recoup Its $7.7 Billion UFC Bet? Subs Won’t Do It 👇https://t.co/zU9AQ6MVr4 via @sportico
Sometimes Staying Is the only Viable Choice
In middle school we learned about the fall of the Shah and the Iran hostage crisis. I remember the lesson vividly because the teacher was frustrated I asked so many questions. I just could not wrap my head around civilian men with...
Midwest Freight Surge Signals Major Shift From Coastal Decline
Freight from the midwest and rustbelt have been on fire, while the coastal cities have been very quiet. SONAR has been picking this up for the past two months - and it is a massive shift from the freight economy...
FDA Grants Fast Track, Orphan Status to TSRA-196
1/@TesseraTx has announced that the U.S. FDA has granted Fast Track and Orphan Drug designations to TSRA-196 - its leading In Vivo Gene Editing program which is being jointly developed with $REGN, for the treatment of patients with alpha-1 antitrypsin deficiency...
Top Medical Specialties Poised to Thrive with AI
While every medical specialty will benefit from digital health and AI, some will especially thrive thanks to these innovations. Here, I listed the top medical specialties with the biggest potential for development in the future. Read on: https://t.co/KhId1Okqf2 https://t.co/rgvsDAjS1q
Metals May Lift Commodities, Yet Risks Favor Decline
Deflation May Reign If Metals Meet High-Price Cure - That orange juice and cocoa were the worst-performing commodities in 2025, after being among the best in 2024, may foreshadow metals in 2026. In the history of the Bloomberg Commodity Spot...
EU Carbon Prices Slip 20% Amid Reform Push
CHART OF THE DAY: The cost of European CO2 allowances has fallen ~20% in recent days after several key countries asked Brussels for a reform. Italy has gone as far as asking the Emissions Trading Syste to be suspended. CO2...