Industry Social Media and Updates

Supply and Distress Drive Home Price Cycles
SocialMar 25, 2026

Supply and Distress Drive Home Price Cycles

Supply and distress supply are the big keys; we have 84 years of data on this and many economic cycles with nominal national home prices data. https://t.co/7ojUXodFpL

By Logan Mohtashami
Senate's BTR Ban Overlooks 50k Units Annual Impact
SocialMar 25, 2026

Senate's BTR Ban Overlooks 50k Units Annual Impact

On the Senate's build-to-rent ban, I see some argue "it's a small sector so it's not a big deal." As a % of market, it's small. But 50k units / year is material. And if you think all those units will...

By Jay Parsons
Track Your Sync Pitch Progress by Day 84
SocialMar 25, 2026

Track Your Sync Pitch Progress by Day 84

84 days into 2026 ☕️ How many sync licensing companies have you pitched music to?

By Graham Cochrane (DIY Music Biz)
One Source of Truth Ends Spreadsheet Chaos
SocialMar 25, 2026

One Source of Truth Ends Spreadsheet Chaos

One product, one truth. Perfion PIM eliminates the 'which spreadsheet is correct?' headache for distribution teams. 🎯 #PIM #Perfion #SupplyChain #Distribution https://t.co/UsrZVZfuzi

By David Strausser
Zeldin & Yergin Explain Reversal of Endangerment Finding
SocialMar 25, 2026

Zeldin & Yergin Explain Reversal of Endangerment Finding

Lee Zeldin talking on stage now w Dan Yergin about why admin reversed endangerment finding. #ceraweek. For any who want a deeper & more nuanced take on the many complexities around this issue, check out this recent episode of @ColumbiaUEnergy...

By Jason Bordoff
Oil Importers Intervene; Turkey's Thin Reserves Raise Risk
SocialMar 25, 2026

Oil Importers Intervene; Turkey's Thin Reserves Raise Risk

A lot of oil importers have been intervening pretty heavily to keep their currencies from depreciating and adding to the oil price shock. Turkey is one of the more interesting cases, as its fx reserves remain limited 1/2 https://t.co/zsikWfgTxD

By Brad Setser
EV Surge Shows Clean Energy Is National Security
SocialMar 25, 2026

EV Surge Shows Clean Energy Is National Security

EV sales are exploding right now around the world as literally everyone wakes up to fossil fuel fragility: From Vietnam to Brazil, we're leapfrogging the old oil era to power transport with homegrown, clean energy Clean energy IS national security https://t.co/ATQ0o3LCfw https://t.co/VPVf97gJqC

By Assaad Razzouk
Blueprint for Affordable, Accessible AAV Gene Therapy
SocialMar 25, 2026

Blueprint for Affordable, Accessible AAV Gene Therapy

When people ask "How can we make #AAV #GeneTherapy accessible and affordable" --> this is how 👇

By Nicole Paulk
Hire Strategic Roles to Break $5M Ceiling
SocialMar 25, 2026

Hire Strategic Roles to Break $5M Ceiling

14 lessons from coaching 70+ 7-8 figure ecom founders: 1. A lot of founders hit $2-5M and can't break through. They picked a $5M product from day one, did dropshipping with no repeat customers and only Facebook working. 2. Product flywheel determines...

By Davie Fogarty
Rocky Carroll Opens Up About Leaving NCIS After 18 Years
SocialMar 25, 2026

Rocky Carroll Opens Up About Leaving NCIS After 18 Years

Here's an exit interview I did with @RockyCOfficial about coming to terms with leaving the "NCIS" cast after 18 years... ‘NCIS’ Shocker: Rocky Carroll Tells All on His Unexpected [SPOILER] and Playing Director Vance for Nearly Two Decades https://t.co/BT7Iuk6wMk via...

By Chris Willman
FERC Resolves Market Monitor Complaint in Months, Others Stall
SocialMar 25, 2026

FERC Resolves Market Monitor Complaint in Months, Others Stall

The market monitor filed this complaint 4 months ago. Incredibly fast turn-around from FERC. Other complaints -- particularly about transmission rates and planning -- have been sitting for years.

By Ari Peskoe
Outpatient Demand Soars, New Space Scarce and Pre‑leased
SocialMar 25, 2026

Outpatient Demand Soars, New Space Scarce and Pre‑leased

Houston is expecting a 16% jump in outpatient patient visits by 2029. New MOB construction under way? Less than 1% of existing supply. What little is being built is already spoken for: roughly 80% of that space is preleased before...

By Coy Davidson
Tesla Negotiating $2.9B Chinese Solar Equipment Deal
SocialMar 25, 2026

Tesla Negotiating $2.9B Chinese Solar Equipment Deal

Exclusive: Tesla in talks with Chinese firms to buy $2.9 billion worth of solar equipment, sources say No "overcapacity" here.... https://t.co/XUURdFhf32

By Paul Triolo
Redundant Tutorial Misleads Players in Crimson Desert Boss
SocialMar 25, 2026

Redundant Tutorial Misleads Players in Crimson Desert Boss

no crimson desert holds your hand too much tbh. and sometimes in the wrong way. there’s a boss fight that starts with a tutorial for a move that you were already taught in the early game, but is pointless during...

By Gene Park
Summit Sparks Breakthroughs: AI, Gene Therapy, CRISPR, mRNA
SocialMar 25, 2026

Summit Sparks Breakthroughs: AI, Gene Therapy, CRISPR, mRNA

One thing that really makes the in-person summits we run at STAT so amazing: the people in the room. Here's what happened when we asked some of them for the last big breakthrough they saw. Featuring: the infectious @DrBlytheAdamson, genomcis pioneer...

By Matthew Herper
Airlines Cutting In‑Flight Service Over Minor Turbulence
SocialMar 25, 2026

Airlines Cutting In‑Flight Service Over Minor Turbulence

Prior to Covid I could probably count on one hand how many times I had a flight discontinue all in flight service for “potential rough air”, now it happens on probably a third of my flights. Maybe more. Happens all...

By Bryan Beal
RT Misstates F‑18 Loss; only F‑35 Was Hit
SocialMar 25, 2026

RT Misstates F‑18 Loss; only F‑35 Was Hit

RT drops IRGC claim: US F-18 'hit by air defenses over Iran' . In Reality the documented case is the March 19 F-35 that got tagged, pilot wounded by shrapnel, emergency landing confirmed by CENTCOM. No independent verification on a...

By Fahad Naim
Export Controls Must Prioritize Cost‑Benefit Over Honor System
SocialMar 25, 2026

Export Controls Must Prioritize Cost‑Benefit Over Honor System

#ChipSecurityActWatch America’s Export Controls Shouldn’t Run on the Honor System No, but it should run based on clear cost benefit analysis and with minimal impact on industry and supply chains. A short thread 🧵 https://t.co/KArD3li5Ly

By Paul Triolo
Stat News Sweeps SABEW Awards, Wins General Excellence
SocialMar 25, 2026

Stat News Sweeps SABEW Awards, Wins General Excellence

The SABEW "Best in Business" journalism awards just dropped. @statnews won for general excellence. @Jasonmmast won in the health/science category. @bobjherman won for best newsletters. Full list here: https://t.co/Nx9q71CLnP To my colleagues: https://t.co/aFDUhKyRFE

By Matthew Herper
Disney's AI Deal Collapse Reveals Supply‑chain Misfocus
SocialMar 25, 2026

Disney's AI Deal Collapse Reveals Supply‑chain Misfocus

$DIS Disney's $1 billion @OpenAI deal collapsed three months after signing and seven days after Iger stepped down. Disney has sued or threatened $GOOG Google, #ByteDance and @midjourney partnered with the one company that just killed its product. The problem was...

By Andrew Rosen
Ukraine's Power Grid Remains Stable Amid Ongoing Attacks
SocialMar 25, 2026

Ukraine's Power Grid Remains Stable Amid Ongoing Attacks

No power outages planned for tomorrow all across Ukraine despite Russian attacks - again 👌💡

By Illia Ponomarenko
Refra Launches Water‑to‑water Heat Pump for Industry
SocialMar 25, 2026

Refra Launches Water‑to‑water Heat Pump for Industry

Refra debuts water-to-water heat pump for commercial, industrial use #energysky -- via pv magazine global: https://t.co/DOFvMvsh0B

By Tor “SolarFred” Valenza
StarCity Teaser Reveals Unique Structure and Distinct Tone
SocialMar 25, 2026

StarCity Teaser Reveals Unique Structure and Distinct Tone

A new teaser for the @forallmankind_ spinoff, #StarCity, is out, and if you're wondering how, specifically, this show is different from that show. I've got you covered. I talked to the showrunners about it yesterday and learned some great new info...

By Germain Lussier
Netflix Acquires “Strangers” Rights, Casts Gwyneth Paltrow
SocialMar 25, 2026

Netflix Acquires “Strangers” Rights, Casts Gwyneth Paltrow

Netflix lands rights to NYT bestseller STRANGERS and taps Gwyneth Paltrow to star in feature adaptation https://t.co/DLhybNVT6C

By Justin Kroll
Government AI Defense Contracts Spark Complex Disputes
SocialMar 25, 2026

Government AI Defense Contracts Spark Complex Disputes

Supplier contract disputes can be complicated. And when it’s a govt. contract, in a sensitive spend area like defense, and for a high-profile service/application like AI or other emergent tech, then things can get really tricky. Via @CristinaCriddle @FT https://t.co/OJzNWfcs68

By Sigi Osagie
Read This Acquisition Guide Early to Avoid Heartache
SocialMar 25, 2026

Read This Acquisition Guide Early to Avoid Heartache

This book has a few too many TLAs (three letter acronyms) but it also contains valuable street wisdom in thinking about selling your company. Read it now, years before you want to sell, and save yourself time and heartache. Magic...

By Dave Kellogg
India's LPG Shortage Threatens Households Amid Hormuz Closure
SocialMar 25, 2026

India's LPG Shortage Threatens Households Amid Hormuz Closure

India’s LPG crisis following closure of the Strait of Hormuz The war between the United States and Iran and closure of Strait of Hormuz has become a critical threat to the supply of liquefied petroleum gas (LPG) India relies on for...

By John Kemp
Sky‑High Rates Stall Existing Home Sales, New Sales Flat
SocialMar 25, 2026

Sky‑High Rates Stall Existing Home Sales, New Sales Flat

Rates getting to 18% made is less affordable back then, different ways to measure this, but prices & rates exploded. A big variable on why existing home sales haven't finished a year under 4,000,000 the last 3 with with new...

By Logan Mohtashami
Metrics Matter Only When They Inform Decisions
SocialMar 25, 2026

Metrics Matter Only When They Inform Decisions

Metrics are only valuable if they drive decisions. Lisa Anderson shares practical insights on using performance metrics to guide critical supply chain decisions. Watch the Supply Chain Byte. #SupplyChain #Manufacturing #PerformanceMetrics https://t.co/8CF8HFcniM

By Lisa Anderson
Energy Stands Alone as 2026’s Sole Positive Sector
SocialMar 25, 2026

Energy Stands Alone as 2026’s Sole Positive Sector

Energy is the ONLY sector positive in 2026. Not tech. Not financials. Not healthcare. Oil and war. That's the market's only winner. $XLE $XOM $SPY https://t.co/knCwIMzMam

By Michael A. Gayed, CFA (Lead-Lag Report)
Paper
SocialMar 25, 2026

Paper

Coming to terms with the fact that no matter how the Iran War and Hormuz crisis ends it’s going to be far harder going forward to scoff at claims that the paper market isn’t pricing in physical oil market realities. Catastrophic...

By Rory Johnston
ICC Warns Worst Industrial Crisis Amid Iran Strait Conflict
SocialMar 25, 2026

ICC Warns Worst Industrial Crisis Amid Iran Strait Conflict

International Chamber of Commerce head. May be facing ‘worst industrial crisis’. Iran war. Strait. Supply of supply chains.

By Tom Craig
Strait Closure Threatens Global Chemical Supply Chains
SocialMar 25, 2026

Strait Closure Threatens Global Chemical Supply Chains

Strait closure. Global chemical supply chains and production? And what those chemicals are needed for?

By Tom Craig
From First Live Build to Major Progress in a Year
SocialMar 25, 2026

From First Live Build to Major Progress in a Year

I was doing a show with @ASychov about a year ago where we built the first version of this live. So great to see how far it's come.

By Robert Scoble
Oil Below 86 Needed to Sustain Equity Rally
SocialMar 25, 2026

Oil Below 86 Needed to Sustain Equity Rally

Light Crude Futures $CL_F $USO 2 hour chart on left 30 minute on right Oil had been holding support btwn 94-92 until the 🟠"taco tweet" removed some of the perceived risk in oil It dropped down to the anchor from the beginning of the...

By Brian Shannon, CMT
Netanyahu Ramps up Iran Strikes Before Peace Talks
SocialMar 25, 2026

Netanyahu Ramps up Iran Strikes Before Peace Talks

Netanyahu to increase strikes on Iran. Before peace talks. Any thought on what Iran may do to retaliate? The Strait?

By Tom Craig
1970s Rates Spiked, yet Home Prices Outpaced COVID Era
SocialMar 25, 2026

1970s Rates Spiked, yet Home Prices Outpaced COVID Era

From 1977 to 1979, mortgage rates rose from 8% to 13%, yet home prices still grew faster than during the sub-4% COVID years. Rates peaked around 18%, with spreads being quite large at nearly 6%. The spread market today is...

By Logan Mohtashami
AI Becomes Essential for Energy Security and Resilience
SocialMar 25, 2026

AI Becomes Essential for Energy Security and Resilience

The Strait of Hormuz closure is a stress test for every system dependent on it including AI. Data centers run on uninterrupted power. When energy fractures, so does the digital economy. But AI is also one of our most powerful tools to...

By Helen Yu
Chinese Firms Boost AWS Compliance Demand 250% Abroad
SocialMar 25, 2026

Chinese Firms Boost AWS Compliance Demand 250% Abroad

Chinese companies' demand for Amazon Web Services compliance has increased by 250% as they expand overseas | Going Global · Technology _ https://t.co/YUHaLiFdIV https://t.co/w6d3n4u8bd

By Paul Triolo
Small Towns: The Smarter Startup Playground
SocialMar 25, 2026

Small Towns: The Smarter Startup Playground

Everyone chases startups in big cities. The smart move is your small town. Lower rent, less competition, stronger margins. Open a coffee shop bar, a boutique, or a phone repair shop and fill a gap people drive hours to solve. In a town of...

By Ask Dr. Brown
Iran Tightens Hormuz Passage, Demands Full Ship Details
SocialMar 25, 2026

Iran Tightens Hormuz Passage, Demands Full Ship Details

Iran Demands Crew, Cargo, and Other Details to Send Ships Through Hormuz. Asserting control. https://t.co/xKxQYK4JFV

By Tom Craig
High Search Interest, Low Buyer Volume in Sacramento
SocialMar 25, 2026

High Search Interest, Low Buyer Volume in Sacramento

These stats represent search queries. Not actual buyers. Ironically, buyer volume is incredibly low in Sacramento, yet here we are at the very top of this list. Nothing but love for Redfin, but there is a disconnect between search queries...

By Ryan Lundquist
B‑2’s Organic, Curvy Leading Edge Defies Straight Lines
SocialMar 25, 2026

B‑2’s Organic, Curvy Leading Edge Defies Straight Lines

This spooky image of the B-2 is another great study of the aircraft's very organic-like leading edge shape. Nothing straight. https://t.co/vcqFIHYorX

By Tyler Rogoway
Low Retention, High Burn = No $50M Valuation
SocialMar 25, 2026

Low Retention, High Burn = No $50M Valuation

I talk to delusional Series A founders every day. So now, I just tell them this. If your company does under $10M ARR, burns over $200k/mo, and has low Gross Retention…you are not worth $50-100M to anyone. Doesn't matter what your...

By Adam Robinson
US‑Iran Conflict Bolsters Russia’s Grip on Global Food Markets
SocialMar 25, 2026

US‑Iran Conflict Bolsters Russia’s Grip on Global Food Markets

“An official from an Asian or African country who needs urea before the monsoon does not discuss the Ukrainian question. He calls the Kremlin, and the Kremlin picks up,” she said. On how the US war with Iran is strengthening Russia...

By Max Seddon
SK Hynix Seeks US IPO, Targeting $14 Billion
SocialMar 25, 2026

SK Hynix Seeks US IPO, Targeting $14 Billion

SK Hynix files for US listing that source says could raise up to $14 billion https://t.co/QBH8wtKrug

By Paul Triolo
Australia’s Oil Woes Stem From Electrification Gap
SocialMar 25, 2026

Australia’s Oil Woes Stem From Electrification Gap

Hormuz is a warning: Australia’s oil problem is its electrification gap #energysky -- via Renew Economy: https://t.co/IBuXnLnaFX https://t.co/XV0KYGBPsG

By Tor “SolarFred” Valenza
Ukraine's Strikes Cut 40% of Russia's Oil Exports
SocialMar 25, 2026

Ukraine's Strikes Cut 40% of Russia's Oil Exports

Ukraine struck another Russian export terminal today. Reuters calculates that 40% of Russian oil export capacity is currently offline. Ukrainian sanctions at work.

By Ramez Naam
Escitalopram Yields -16.6 HAM‑D Drop After 8 Weeks
SocialMar 25, 2026

Escitalopram Yields -16.6 HAM‑D Drop After 8 Weeks

Anyone have a PDF of this? Perhaps there isn't a digital copy... This one showed an impressive -16.6 HAM-D drop with 8 weeks of escitalopram. It would be good to know their methodology. https://t.co/P5GCYcbxjk

By Robin Carhart‑Harris, PhD