Rhode Hill Chronic Care Center: Requiem’s Best, First‑Game Feel
Resident Evil Requiem’s Rhode Hill Chronic Care Center is IMO the BEST location in the series since the original trilogy. It’s large and holds many different methods to handle zombies and puzzles. It’s the closest thing to a remake of the first game. https://t.co/HLbAkArGDa https://t.co/844uqyY2ik
Rental Vacancies Stay Low, Supporting Mortgage Rates
Rental vacancy data has been the quietly positive story for #mortgagerares for over a year now. @housingwire @sarahteresa6 #realestate #housing #economics #chartdaddy
GLP‑1 Drugs Plus Healthy Habits Cut Heart Events
The combination of GLP-1 drugs (such as Ozempic) and healthy lifestyle factors was associated with less major adverse cardiovascular events in ~100,000 people with T2D @TheLancetEndo https://t.co/phNzEBy7zY https://t.co/DDVi8uedRP
Carrier‑engineered Congestion Fuels Blank Sailings, Dropping Rates
Carriers engineering congestion. Blank sailings. Empty ships and soft supply chain demand. To lesson rate drop.
Seeking Creators Pro ID Verification and Child‑Safety Censorship
Are there any content creators out there who you’ve seen defending Discord’s ID verification, criticizing Section 230 or boosting these “child safety” censorship efforts?? I’m looking to talk to creators who are pro ID verification/KOSA
Bert Thin Films Introduces Copper Paste for Backside Solar Cells
Bert Thin Films launches copper paste for backside solar cell metallization #energysky -- via pv magazine global: https://t.co/26iCIvaF8G https://t.co/JvPeGpDSGg
Dune Gets Global IMAX; Avengers Doomsday Limited to Unknown Markets
As of now, #DunePartThree and #TheOdyssey are expected to have exclusive IMAX access in most major markets across the globe. #AvengersDoomsday according to IMAX themselves currently is expected to be available in IMAX only in select international markets, and even on...
Productive LIMRA Conference Fuels Momentum for Distribution Future
Orlando airport this evening ✈️🍋 Direct flight back to Raleigh… lemonade in hand. The LIMRA Distribution & Marketing Conference was a very productive week — great networking, strong speakers, and valuable conversations about the future of distribution. #LIMRA26 Grateful for the momentum. Looking...
Substack Co‑founder Calls Polymarket Attribution False
Interesting to see Semafor reporter ask co-founder of Substack a question about a statement Polymarket falsely attributed to Substack over Twitter…according to Substack co-founder (Hamish McKenzie). Live at their event. ps not a healthy information flow…sourcing Polymarket. https://t.co/cw1a8YKFIS
Trump’s IEA Threat Spurs Canada to Build Own Data
Trump's Bullying of IEA a Wake-up Call for Canada Energy Sec Chris Wright: Stop promoting net-zero or US will pull out of iea. Canada needs data, modelling for trade negotiations, policy. Where will Mark Carney Carney get it? Our own economists. #cdnpoli https://youtu.be/DhE1Gfoh-yY
Anthropic Launches Claude Cowork for Banking with Data Plugins
Anthropic is taking its magic tricks to financial services.... Claude Cowork for banking. - Plugins tailored for investment banking, private equity, equity research, and wealth management. - Integrations with financial data providers like FactSet, MSCI, S&P Global, and LSEG. https://t.co/pRISD6broy
NASA Safety Panel Report Delayed by Government Shutdown
NASA's Aerospace Safety Advisory Panel's annual report is out today. Usually comes out in January but they said in December it would be late because of the Oct-Nov government shutdown. https://t.co/rUxrgbxucG
First-Time Homebuyers Are Far Younger than 40
40-Year-Old Virgin was a funny movie, but it's not the age of the first-time home buyer in America https://t.co/wcVOoa450Q
Senate Commerce to Mark Up NASA, NOAA Bills March 4
Senate Commerce will mark up the NASA authorization bill and the NOAA Weather Research and Forecasting Innovation Act on March 4, 10:00 am ET. (The latter was introduced today by Cruz & Cantwell: https://t.co/SOlKIgluOl)
Moonlake's New World Models Redefine Game Development
Inside the @moonlake world models, just released today, for video gaming with founder @sunfanyun. We go deep about the future of video game development. Wow. https://t.co/yDg0M6yDmG
Iran Could Field ICBM‑class Missile Within 2‑3 Years
We estimated the Zoljanah would have a 4,000-5,000 km range as a missile so yeah ... US and Soviet experience would suggest they are 2-3 years from an ICBM-class system following a decision to go for it.
Nvidia’s HBM Grab Mirrors Apple’s iPod Storage Monopoly
Been hearing via supply chain friendlies, NVIDIA has secured most of the HBM, making it scarce for competitors. Reminds me of iPod days when Apple secured all the storage as others were trying to compete with them in MP3 players.
Home Prices Stay Sticky Without Massive Supply Shock
The history of homeprices going back over 80 years. It's rare for nominal home prices to fall; it's super rare to have a massive nominal housing price crash. Home prices are sticky unless you have massive supply and distress sales...
Retailers Clash over Fulton Market’s Cultural Identity
From high fashion to fast food, retailers battle for soul of Chicago’s Fulton Market https://t.co/yHlUhchCi9’s-fulton-market
Iran May Field 60 ICBMs by 2035, Not Just SLVs
There is a widespread misunderstanding about the @DefenseIntel claim that Iran could develop an ICBM on the basis of SLVs by 2035. The same document also says that by 2035, it could have 60 (SIX-OH) ICBMs. https://t.co/cEpVUZ7I5Y
Credit Card Delinquencies Hit Multi-Year Low Despite Consumer Worries
Credit Card Delinquencies, Balances, Burden, Credit Limits, and Collections in Q4 2025. Despite the wailing about tapped-out, struggling and cracking consumers, the credit card delinquency rate dropped to multi-year low https://t.co/gJZVHiZnW4 https://t.co/tWcbzsEi0k
CEO Remains Bullish as Shares Plunge 70%
"The best days of @TheTradeDesk are ahead of us. I want to thank our employees, our clients, and our Partners for their trust and support throughout 2025. I am as confident as I have ever been in the opportunity in...
FAA Mandates Fix for Boeing 737 Overheating Circuit Breaker
FAA issues directive to address Boeing 737 circuit breaker issue that could cause excessively high temperatures in flight deck and cabin https://t.co/N9GmxmYtLu
Supreme Court Tariff Win Boosts Ports—But Likely Short‑Lived
Moody's: Port Import Gains From Supreme Court Tariff Ruling May Prove Fleeting. And supply chains? https://t.co/MTwlEv05YS
Undoing Theft Is Hard, yet Still Unjustifiable
"It’s hard to undo almost a year’s worth of theft, but that doesn’t make theft permissible." 🔥 https://t.co/AiOvVFnwCJ https://t.co/S2CR1IBtrL
Trump EPA Withdraws Funding for Electric School Buses
Trump’s EPA is yanking support for electric school buses #energysky -- via Canary Media: https://t.co/wWCGInkszK
Paramount and Netflix Execs Hit White House Amid Deal War
Paramount's David Ellison was at POTUS State of the Union address. Netflix's Ted Sarandos headed to the White House as politics takes center stage as Paramount submits new offer for Warner Bros. Discovery. @latimes https://t.co/KSrhSdUCjY
Linking Glucose Control to Vascular Health: Diabetes' Next Frontier
From glucose to vascular health: the future of diabetes care https://t.co/UMhK4BkOE3 #Conditions #Diabetes via @kevinmd
Affordable Housing Requires Suburban and Greenfield Development
PLEASE NOTE THIS IS **METRO** There is NO example of any City keeping housing costs low without building in the suburbs and greenfield as well.
Clinical AI's Future Hinges on Knowledge Integrity Over Architecture
AI isn’t just exposing workflow gaps in healthcare — it’s exposing content fragmentation. The future of clinical AI may depend less on model architecture and more on knowledge integrity. More from @ElsevierConnect at #ViVE2026.👇👇 https://t.co/zbay0c1z1x
IMAX Sets 2025 Record, Eyes 1.4B in 2026
#IMAX execs in party mode: ALL TIME RECORD 1.28B grossed in IMAX screens at Global #BoxOffice in 2025, beating 2019’s previous 1.1B record, and up +40% from 2024. Top #IMAX 2025 grossers: 1 #NeZha2 2 #AvatarFireAndAsh 3 #F1 4 #DemonSlayerInfinityCastle What’s more: 2026 is expected to be...
South Korea Partnership Boosts U.S. Shipbuilding Capacity
“Working with South Korea brings industrial capacity to the US and will allow America to press fast forward on shipbuilding,” Alex Wong, Hanwha https://t.co/BIwicYBkDb
Rare Metals Power Massive Data Centers and National Security
To build a data center the size of Manhattan, as Mr. Zuckerberg intends to, we need some metals that you’ve probably never heard of in quantities than you cannot fathom… These metals are not just 1 or 2 letters on your...
Anduril Fury Echoes T‑38/F‑5 Hybrid Design
Anduril's Fury has major T-38/F-5 vibes from the underside. Sort of like if an F-16 had too many drinks with an F-5E while on deployment and this thing popped out 9 months later. (Anduril photo) https://t.co/dI5yXAf6JZ
US, South Korea, Greece Unveil Major Shipbuilding Partnership
At DOT with Ambassador Guilfoyl, Alex Wong and US Merchant Marine Commandant Steve Carmel for a big shipbuilding announcement between the US, South Korea and Greece. Stay tuned to @gCaptain for details coming soon. https://t.co/TkMB2MwgEI
Sentinel ICBM Warhead Count Remains Unclear Amid New Features
Number Of Nuclear Warheads New Sentinel ICBMs Will Carry Now An Open Question We now know much more about the USAF's sprawling plans for new Sentinel ICBM silos with features not found on Minuteman III. https://t.co/AY6pVLb4xg
Paramount+ Gains 1 Million Subscribers, Reaches 78.9 M
Paramount+ subscribers rose 1 million to 78.9 mil in the 3 months ended Dec 31, '25. the parent, Paramount Skydance is set to have its earnings call shortly
Mega‑Corp Era Ends: Companies Must Downsize First
The difficult thing is managing the reality that all these companies need to become much smaller to reflect new reality + sell-offs need to happen before expansion. But self-fulfilling profit wheel that allowed for mega co's isn't coming back to...
Tariff Hikes Boost Inflation Expectations, Curb Durable Purchases
New @ClevFedResearch paper finds US tariff hikes & tariff uncertainty increase consumers' inflation expectations, while uncertainty "strongly discourage[s] consumers from buying durables, especially cars and big-ticket items." https://t.co/IhbQU2Pc4M https://t.co/6C1XUPmqch
Mercy Hospital Ship Heading Toward Panama Canal, Not Greenland
I hate to break it to you, folks… Mercy's AIS Track Points to Panama Canal—Not Greenland—as Hospital Ship Steams South https://t.co/EJNcVSIlSm
Space Data Navigator Adds Guided Tours and Shareable Charts
I added some new features to the Space Data Navigator tool, including a guided tour to show what it allows you to do and the ability to share links (like this) to custom charts you make. NRO Starshield Satellites https://t.co/LdKE7c3qtr
AI Everywhere
It's becoming impossible for children to avoid interacting with AI, and platforms are doing very little to give parents control. Now, Roblox now has games with AI. What can it do, and how worried should you be? I've got you...
Leadership, Not Data, Drives Effective Decision-Making
Most companies don’t lack data. They lack the courage to accept what the data tells them. More measurement won’t fix bad framing. Better leadership will. #Leadership #BusinessStrategy #CEO #Innovation #DecisionMaking #ExecutiveLeadership https://t.co/r0gaUrC7bj
Ukrainian Attacks Thrive as Russian Forces Fragment
The Ukrainians remain outnumbered. However, since Russian units are scattered, isolated, and unable to communicate, they are left vulnerable. So, organized Ukrainian offensives are finding success…for now. #ukrainewar #starlink #geopolitics https://t.co/C4sJyTga9A
VRE Buyout Offers 5% Cap Rate, Minimal Downside
Good outline of the $VRE buyout. There’s probably a small chance of an overbid here. But, to be honest, probably close to zero, at a 5% implied cap rate. But we’ll see. Downside is only ~10% and the buyer isn’t walking, so...
Net‑Zero Path Turns Steeper, Emissions Curve Cliffs
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
Flatbed Rejection Spike Signals Bullish Industrial Growth
This is an extreme spike in the SONAR Truckload Rejection Index – Flatbed (STRIF.USA) from 2018–2026. A 40% rejection rate means: * Strong industrial throughput * Tight labor + equipment capacity * Improving pricing power in physical economy * Early/mid expansion phase dynamics It usually leads: *...
AI Economics, Not Just Strategy, Drives Future Advantage
At the Outthinker Miami Summit, one insight stood out: AI won’t just change strategy. AI economics will. When token costs drop, competitive advantage shifts. Strategy = economics + alignment + positioning. More insights soon. #strategy #AI #leadership #Innovation https://t.co/PG70GV7Ifb
Verizon Leverages FWA to Expand Sustainable Subscriber Base
"with FWA ... we're building a long-term sustainable business. We have over 5.7 million subs in our base...and we see a lot of room to grow there. So we can do both and we have the capacity and the network...
Launch Still On Track, New Payload Added to Blue Ring
Tory told me yesterday this is still on track for launch later this year. He has the team working on adding a new payload to Blue Ring for the first test flight, but wasn't ready to offer specifics.