Factory Construction Falls 15% Despite Trump's $18T Promise
Factory construction was down 15% over the last year, even before adjusting for inflation https://t.co/YNFjjiLWfV Reality hasn't heard about Trump's $18 trillion in investment coming into the country. Trump always says, "no one has seen anything like it," which is entirely true.
US‑Iran Standoff: Unclear Resolution Timeline, Strait at Risk
US demands. Iran demands. Will there be resolution? If so, how long to achieve? And if not? In the meantime, what about maritime and the Strait? https://t.co/H96YCgv7lV
Iran Vows to End War on Its Own Terms
Iran state-owned TV says that Tehran will end the war at a time of its own choosing. Islamic Republic won’t allow Trump to dictate end of conflict, it says
Top Nations Relying on Hormuz for Fertilizer Imports
Which countries are most dependent on fertilizer through the Straits of Hormuz. More on this in the Chartbook Top Links today. https://t.co/r2Cnz3sGtS
Brent Stays >$100, WTI Under $100 Amid Strait Closure
While WTI has remained just under $100barrel, Brent has remained well above $100 as it is more dependent on the Strait. Per the bottom panel below, the backwardation of the forward curve has continued to sit around $20/barrel as the...
Creator Economy Booms While Mental Health Crises Double
1 in 10 content creators report serious mental health struggles tied to their work. That’s double the national average. At the same time, the creator economy is worth hundreds of billions and growing fast. So what’s broken? In this episode of TEQ, I...
Musk Halts X Creator Revenue Change Targeting Regional Impressions
Elon Musk paused X's creator revenue rule change that aimed to focus on regional impressions hours after the company announced it https://t.co/d2YT9fm7Jq
Brookfield Leads $9B Deal as M&A Spree Continues
Today's M&A notes $BLX.to to be acquired by Brookfield / La Caisse for $37.25 cash per share, 31.8% premium, $9.0 billion $TERN to be acquired by MRK for $53.00 cash per share, 6.0% premium, $5.7 billion $JHG / Trian bumped bid by 6.1%...
Higher Phenotypic Age Accelerates Cancer Survivors' Mortality Risk
The association between phenotypic age acceleration and the risk of all-cause and cancer mortality among cancer survivors: NHANES 1999–2018 "Our findings reveal a significant linear correlation between PhenoAgeAccel and both all-cause and cancer-specific mortality in cancer survivors." https://t.co/Rt7v8ECOB6
Remote Solar Inspections Cut Time and Boost Safety
Remote inspection of new residential solar saves time and can improve safety #energysky -- via pv magazine usa: https://t.co/ZX9BmJQz4P
Stray Ukrainian Drones Fly over Baltics, One Hits Power Station
VILNIUS/RIGA, March 25 (Reuters) - Two stray Ukrainian military drones entered the airspace of Estonia and Latvia on Wednesday morning via Russia, one of which slammed into a chimney at a local power station while the other crash landed, the...
Taiwan's Political Choices Ripple Through Global Supply Chains
Taiwan politics isn’t just a local issue. When a party like the KMT shapes how closely the country engages with China and the US, it influences a supply chain the entire world depends on. That’s why it matters far beyond Taiwan. https://t.co/2eGMOnyZKp
President's Anti‑wind Rant Sounds Like Grandpa Simpson
"The president's case against wind are literally the rantings of an old man. I've seen grandpa Simpson make more sense." https://t.co/3rAbLKpVqe
Europe Deploys Grid-Forming LDES‑Solar Hybrid Systems
VIDEO: Grid-forming, LDES and solar hybrids in Europe, with Envision Energy’s Michael Koller #energysky -- via Energy Storage News: https://t.co/lI5Hanqa0Y
CEO Amy Burroughs Discusses M&A Post‑ASH25 Data
I asked $TERN CEO Amy Burroughs right after the #ASH25 data was out how she felt about M&A. Congrats to her and her team. https://t.co/2HemPoiqWO
BCA Research Hormuz Crisis Dashboard Now Open to Public
Just a reminder that everyone should check out the BCA Research Hormuz Crisis dashboard, which we have now made available to non-cients. https://t.co/2w3YrSrMuA https://t.co/PRmuyuEG4a
Dominic McLaughlin Debuts as Harry Potter, Fans Thrilled
HBO just dropped the first photo of Dominic McLaughlin as Harry Potter and the Wizarding World looks exactly like it should. The 2027 premiere cannot come soon enough. https://t.co/vDP8I04omc
Margin Call Crushed Hunt Brothers' Silver Corner
On this day, March 25, 1980 the Hunt brothers received a massive margin call that helped trigger one of the biggest commodity crashes in history. Texas billionaires Nelson Bunker Hunt and William Herbert Hunt had cornered nearly one third of the...
Hormuz Optimism Overshadowed by Grim Long‑term Risks
COB Tuesday is the best weekly energy podcast. Period. Excited to join them yesterday to discuss the Persian Gulf. tl;dr There are reasons to be optimistic about Hormuz. But the worst case scenario & long term consequences are worse than anyone has...
Emerging Artists Release Music Wrong, Losing Everything
Most emerging artists are releasing music completely wrong. Here is exactly what they are getting wrong, and why it is costing them everything. https://t.co/1tHGaacLz7
Analysts Await Hormuz Reopening Amid Iran War Headlines
Every oil analyst reading the Iran War's done headlines and watching the Iran War's done price action waiting for the Strait of Hormuz to actually begin flowing again https://t.co/4kBqUoI2Np
Convicted Meta CEO Appointed to Trump AI Panel
The day after a jury convicts Meta of illegally endangering children, Trump puts Mark Zuckerberg on a panel overseeing AI regulation. https://t.co/4N3X1BoDBC
Empathetic Portrait Reveals Epstein-Linked Macher’s Self-Condemnation
Rather too empathetic a profile of a macher in the Epstein Class from The Times: ‘I’m Tainted. I’m in the Files.’ https://t.co/BP2OwpOmYn
India Partners to Reach 2070 Net‑Zero, Shift to Clean Power
India's Net-Zero Vision: The partnership aligns with India's national goal to achieve net-zero emissions by 2070 and transition to non-fossil fuel power.
TACO Boosts Trump, War Uncertainty Keeps Oil Low
"Rather than being a sign of weakness, TACO is working in Trump’s favor. No one knows for certain when or if he’ll try to end the war, which has been enough to stop traders from pushing up the oil price."...
Markets Rally Amid Iran Conflict Uncertainty
🚨 Markets are surging - but Iran says truce, talks NOT viable in current conditions Missiles are still flying Oil is driving EVERYTHING ⚠️Is this a real move or a trap? Here's what I'm watching before I touch anything $SPY $GLD $USO $DXY $EURUSD...
US Import Prices Surge to Four‑Year High
"US Import Prices Jump by Most in Nearly Four Years Ahead of Iran War" "Excluding petroleum, import costs advanced 1.2%, the most since January 2022 and driven by higher prices for capital goods and consumer merchandise excluding automobiles." https://t.co/0glmjMPmLR
Terminal B Security Line Stretches Entire Terminal, Many Cancellations
Thought I'd go check out the @LGAairport Terminal B security line. (I live nearby.) It's the entire length of the terminal and also doubles back a ways. Moving, but just way too much volume. Also maybe 20pct of flights look...
PCPs Must Prioritize Heart Health in Perimenopause
Stairwell Chronicles - A letter to Primary Care Physicians about their perimenopausal patients. #wellnesswednesday #pcp #midlife #hearthealth #stairwellchronicles
Homebuilders Face Critical Shift Despite Stable Housing Market
Everyone’s asking if the housing market is crashing. It’s not. But something important is happening with homebuilders right now that every investor needs to understand.
Dominic Fike’s “3 Nights” Hits 3× Platinum
Dominic Fike's "3 Nights" has been certified 3x Platinum in the United States for selling 3 million copies, a massive achievement for the debut single that became a global hit reaching the top 10 in multiple countries. https://t.co/HVRvxGctJn
AI Agents Deliver Rapid, Superior Merger Arbitrage Insights
The $TERN / $MRK deal announced this morning provides a good case study on how Accelerate's AI agents quickly analyze a merger arbitrage investment opportunity: - Equity research agent: Paste target ticker. Agent generates an initiating coverage report on the target. -...
Transparent Negotiations Won’t Survive Last‑Minute Discount Demands
Procurement entered at the the 5 yard line of my largest Enterprise deal ever last year. We ran discovery on their procurement process. Learned what mattered most: -Short-term contract vs. longer-term agreement? -Total price vs. price per seat? -Cash flow for billing? We were transparent about...
Instant Phone Extension Provisioning with AI‑Powered Automation
What if provisioning a full phone extension took seconds, not steps? In this demo, we use VoipNow Provisioning MCP to automatically build a complete VoIP hierarchy, ending with a fully configured 📞 extension. 🧠 AI decides. 🤖 MCP executes. ✅...
Influencer Claims Airline Rules Don’t Apply to Him
Not Satire: Influencer Says Airline Rules Don’t Apply To Him, He’ll Do As He Wants https://t.co/aNNCKC23vR
Join the 5% Who Truly Master Small Business Deals
The 5% who know what they’re doing- So says this SBA lender. How can you get into their ranks? https://t.co/CswqhSpjGO #SmallBusiness & Deal Making #SMB https://t.co/hg5fTEhEoj
MRK Likely to Rerun TERN Study for Data
Based on previous form $MRK will probably now rerun the $TERN study, just to prove to itself that the data were real.
Oman Oil Plunges From $170 to $90s, Market Wraps
Lots of headline whipsaw but call me crazy but I do find market price action useful. Oman oil back down to the 90’s from the 170 highs says this is a wrap https://t.co/0WwZo0Hanz
Democrats Unveil Draft Transmission Language Building on EPRA
Scoop in ME: Democrats on the Senate Energy Committee led by @SenatorHick are floating draft transmission language in permitting talks that I exclusively obtained. It builds upon Manchin/Barrasso EPRA bill from last Congress, and it intended to be a market...
Roscosmos Unveils First Image From Elektro‑L5 Satellite
Roskosmos published first image from the Elektro-L5 weather satellite which was launched in February. Full size version and context: https://t.co/XRGzszjsAK https://t.co/KYrEHQmwWr
Iran’s “No Ceasefire” Stance Reveals Hidden Interest
You've seen the headlines about Iran not being interested in ceasefire talks. But there is a certain logic by which that means they are interested in ceasefire talks. https://t.co/n0Mh7ctXxo
Build a Content Loop: Start Small, Grow Continuously
The content and access loop 🔂 all of you could be executing to help you make content, then connect with your audience and then use that connection to make more content … listen carefully to the e steps that help...
Oil Prices Global, Gas Prices Regional—Explaining US‑UK Gap
Some awkward facts: Oil is sold via a global price mechanism (there are some variations due to transportation costs). Gas is sold on a regional basis. If it was global, then why is US gas a fraction of UK gas?
US Stockpiles Keep $5 Corn From Surpassing 2022 Peak
$5 Corn May Mark a 2026 Peak Alongside $120 Crude - The December corn future (Dec26) stretch to $4.99 a bushel around the onset of the Iran war on March 9 may have peak inklings akin to Dec22's $7.66 apex...
D.C. Streetcar: Built Yet Still a Wasteful Disappointment
"The D.C. Streetcar is a good example of how, even when something is built, it can still be a wasteful disappointment." https://t.co/rDmA0XIdet https://t.co/6rczQvLuas
Iran Rejects Ceasefire, Keeps Strait Closed for Strategic Gain
Iran reportedly “focused on achieving strategic objectives”, “does not accept a ceasefire”, and won’t “enter such a process with parties that violate agreements” Iran will negotiate but as long as the Strait remains closed time is on Tehran’s side, and that’s...
AI ROI Arrives as Billions Adopt Health Wearables
The view from my hotel room in Chamonix is quite spectacular. I spoke yesterday at a global event organized by a major pharma company. They organized it near Mt. Blanc to make the country managers literally aim higher and higher. I...
Edit Entire Videos with a Single Sentence Using AI
🚨 HOT TAKE: You can now edit a full video just by typing one sentence. Riverside Co-Creator is an AI that edits your videos the same way you'd text a friend No timeline scrubbing. No cut/trim/export loops. This is the future of video...
Iran Fires Fewer Missiles, Yet Hits More Frequently
Iran’s missile and drone arsenal has taken a hit, but what remains is being used more efficiently. Tehran continues fire an average of 21 missiles per week — with an uptick in its hit rate and ability to impose costs....
Analysts Bullish on MAZE, yet Pre‑market Price Drops
$MAZE - Analysts pitching tent poles over the AMKD data, yet stock is down pre market. What's the disconnect?