BlackRock Silently Powers Governments, Markets, and Wall Street
The U.S. Government can’t operate without it. Global economy can’t function without it. And Wall Street can’t trade without it. Yet most people have no idea what BlackRock actually does. Here’s how BlackRock built a $10 trillion empire that quietly controls everything:
HK Court Issues Global Injunction Over Insider Trading
The Court of First Instance of Hong Kong has granted the Securities and Futures Commission a worldwide interim injunction order in legal proceedings against Mr Chan Ching Wa, a former staff of the Hong Kong Exchange and Clearing Limited (HKEX),...
US Can only Sustain 4‑5 Days of Intense Iran Strikes
"Israeli intelligence has concluded that even with the imminent arrival of the USS Gerald R Ford later this week, the US has military capacity to sustain just a four to five day intense aerial assault on Iran, or a week...
UK Threatens Retaliation After Trump's 15% Tariffs Backfire
In the aftermath of Trump’s new 15% tariffs, the UK threatens it will RETALIATE. TRUMP’S TARIFFS = BACKFIRE. https://t.co/k7gyK9spmB
70 Questions Reveal STEP 7’s Top Engineering Pain Points
Almost 70 questions for the STEP 7 Product Manager – this is going to be good. 🔥 We asked you what you’ve always wanted to ask the STEP 7 Product Manager in the TIA Portal. And you delivered: nearly 70...
Market Wins Over Gut: Test Every Product
I lost $7k testing a jewellery product everyone said was a guaranteed winner. It flopped. I spent $500 on a 'boring' kitchen gadget. It's now doing $30k/month. The market doesn't care about your gut feeling. Test everything.
Less Tools, More Focus: Old‑School Productivity Wins
In the 1990s, a legal assistant managed deadlines, documents, and court dates without a single productivity app. No fancy dashboards. No 47 tabs open. No endless notifications. Just a brutally simple system that worked. Maybe the problem isn’t that we need better tools. Maybe we need...
Energy Policy Now Industrial, Geopolitical; Focus on Competitiveness
Denmark is a poster child of the energy transition. Yesterday I gave a keynote at Green Summit 2026. One message stood out: energy policy is industrial policy & increasingly geopolitics. The next phase isn’t about targets, but competitiveness, resilience & execution at...
Equal Tariffs, but China Parity May Backfire
Memo to self: file under unintended consequences. ✍️ @ft “The tariff structure puts all countries on an equal footing. . 💥”But parity with China is not necessarily good news.” For other countries 🎩📈 @SimonEvenett @IMD_Bschool https://t.co/OCibAcj1Ms
First Daily Paper Halt Since 1872 Marks Historic Shift
“…The decision marks the first time that management has called off production of a daily paper since the organization’s founding in 1872.”
US Needs Domestic EV Demand to Counter China’s Rare‑earth Dominance
.@dunne_insights: “China controls roughly 70 percent of rare earth mining and over 90 percent of processing capacity. Without a thriving domestic EV industry creating sustained demand, America lacks the economic incentive to build the…supply chains.” https://t.co/hU5loovdzh
China’s Top Solar Firms Slash One‑third Staff Amid Losses
1/7 Reuters: "China's biggest solar firms shed nearly one-third of their workforces last year, company filings show, as one of the industries hand-picked by Beijing to drive economic growth grapples with falling prices and steep losses." https://t.co/BDS9UWJaXO
China’s Health AI App Hits 100 Million Users Worldwide
The world’s largest health-focused AI app is from China now, with over 100 million (!) users. Ant Group just released this number and more details of what their plans are with the app. "Among its new users, 52% came from third-tier cities...
Ticketmaster‑LiveNation Faces Potential Standard Oil‑style Breakup
Ticketmaster - LiveNation has got to be the leading candidate for a return of the Standard Oil style breakup (i.e., the dissolution of an anticompetitive merger)
Accelerating Trade Imbalances Will Deepen Global Tensions
Good PIIE paper by Tamim Bayoumi and Joseph E. Gagnon on the consequences of accelerating trade imbalances. They warn that trade tensions are likely to get worse, something I have been saying for years and continue to say. I don't...
Weather Delays SLS Rollback, Artemis II Crew Invited to SOTU
Due to weather, the SLS/Orion rollback has been postponed from tomorrow to Wednesday. https://t.co/iy74WqbbdT Meanwhile, since they're not in quarantine anymore, per Axios House Speaker Johnson has invited the Artemis II crew to tomorrow's State of the Union address.
Leadership Wins by Choosing Fewer, Higher‑Impact Priorities
Many leaders chase more. I choose better. I thought growth meant more more meetings, more projects, more noise. It looked productive. It wasn’t. When everything matters, nothing does. Results improve when you remove what doesn’t move them. My rule: • Fewer priorities • Fewer meetings • Fewer distractions • Higher standards Simplicity...
Electric Fleets Win on Cost per Mile, Outpacing Personal EVs
Commercial electric vehicles will take over faster than personal vehicles. Fleets care about cost per mile. And electric drive trains already win there.
Airbnb Automates One-Third of US/Canada Support with AI
Airbnb says a third of its customer support is now handled by #AI in the US and Canada. (TechCrunch) #JVGpost https://t.co/944r0JiVne https://t.co/wPKkdmHAmF
SpaceX Stake Lifts Blue Owl NAV Amid Credit Slump
Why is the Blue Owl Tech BDC's NAV going UP when private credit sentiment is so bad? While it is primarily a private credit fund, the BDC does have a small equity portfolio, which mostly consists of a large chunk of...
Senator Blumenthal Demands FCC Records Over Colbert Censorship Claim
Scoop: Sen. Richard Blumenthal has written a letter to David Ellison demanding answers and records pertaining to Stephen Colbert's claim of FCC censorship. Details in @get_status: https://www.status.news/p/stephen-colbert-blumenthal-letter-david-ellison-fcc
Mexican Civil War Threatens US Supply Chains More than Tariffs
A Mexican civil war would be far more catastrophic to American supply chains than tariffs - Michael Vincent
Confront Challenges Directly: The Only Path to Resolution
“The best way out is always through.” In strategy and leadership, avoidance masquerades as sophistication. We reframe, defer, reorganise—anything to bypass the hard conversation, the failing unit, the flawed assumption. But complexity rarely dissolves when ignored. It compounds. The issues we...
Power Purchase Agreements Navigate an Ever‑Changing Energy Market
An ever-changing market: Delving into the heart of power purchase agreements #energysky -- via pv magazine global: https://t.co/mTFwu6yRc9 https://t.co/GK6zgGrCNT
Openclaw's Clever Design Masks Potential Negligence and Hidden ToS Breaches
Yikes. If this is true, then it’s both pretty ingenious and supremely negligent. I wonder what percentage of users have done a code audit of Openclaw. And what other fun ToS-voiding surprises lurk in there.
Japanese Builders Double Down on U.S. Housing Market
Japan’s big bet on the U.S. housing market got even bigger today Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes That's just 10 days after Japan-based Sumitomo Forestry said it's buying Tri Point Homes https://t.co/UnPOshRdS1
Floating Nuclear Plants May Beat Shore Power in Cost, Speed
I think this is a great idea. I wrote a piece on floating nuclear for @ASMEdotorg @MEngineeringMag last September. Floating nuclear drives up costs on one hand (you have to build the ship and the power plant) but saves...
Transgrid Cost Surge Sparks Doubts on Network Privatisation
Transgrid’s latest cost blowout raises a key question: What was the point of privatising energy networks? #energysky -- via Renew Economy: https://t.co/7EDjWkfvfl https://t.co/sG9wky3ieM
YFQ‑44A Fury Drone Begins AMRAAM Integration Testing
YFQ-44A Fury Now Flying With AIM-120 AMRAAM Missile The USAF says its Collaborative Combat Aircraft drone program has entered the weapons integration and captive carry testing phase. New: https://t.co/gL0UcfTkZm
DAT Confirms UCC Filings Target Brokers, Not Small Fleets
I spoke with DAT’s leadership tonight. They clarified that the language was not as clear in the Terms and Conditions as it should have been and that it was not intended for fleets. They told me they have not filed...
Paramount Probes Lawsuit Claim From Mysterious Former Consultant
News: Paramount is investigating a litigation threat against its president Jeff Shell by a man with an *interesting* background who claims to have represented Shell as a consultant and now says Shell disclosed confidential company information to him. This is...
Drivers Still Book Loads via Messaging Apps Despite Bans
Arrive may have banned it, but overall it’s still pretty common How many of you are booking loads via G Chat, WhatsApp, Telegram etc? https://t.co/bWAGZB1vRK
Trump's Tariff Rate Uncertain: 10% Formal, 15% Unconfirmed
Trump's 10% global tariff was formalized in a proclamation from Friday and goes into effect at midnight tonight. He later said he would raise it to 15% but with three hours to go, is yet to do anything formal to...
Hire an OBM: Boost Execution, Cut Stress
You think doing everything yourself = control. But it actually equals mistakes, delays, and a client experience that is either sloppy , leaves you exhausted or both . You’re losing time, money, and sanity. An OBM who’s in your corner...
Section 122 Tariffs Reduced to 10% From 15%
Section 122 tariffs now being collected at 10%, not Trump's weekend 15%. Clearly, a well-oiled tariff machine here. 🤷🤷 https://t.co/5MjbcrZuXD https://t.co/jb72H2AZQ8
Northrop Grumman Renames Fighter Drone Talon Blue
Talon Blue Is The New Name For Northrop Grumman’s YFQ-48A ‘Fighter Drone’ Talon harkens back to the company's T-38 Talon heritage, while Blue is likely a reference to Tacit Blue, which was a technological leap at the dawn of...
EU Sets Recycled Plastics Targets, Expands to Steel, Aluminium
EU agrees recycled plastics targets for cars, with future recycled steel and aluminium rules under end-of-life vehicles regulation. https://www.metalnomist.com/2026/02/eu-end-of-life-vehicles-regulation-sets.html
Germany Injects €1.3B Into Salzgitter Green Steel
After financial commitments fell through, the German government pours €1.3 BILLION into Salzgitter’s green steel project. GERMANY'S GREEN SECULAR RELIGION = KILLING THE GERMAN ECONOMY. https://t.co/gmESJ38qxH
AI Shrinks Education Skill Gap by 75% on Tasks
New randomized experiment shows AI narrows skill gaps. We found this among talent levels at the same job, but this paper looks at education. They find that AI reduces the gap between more & less educated people on a business...
Anduril YFQ-44A CCA Tested with Inert AIM-120
New photo of the @Anduril YFQ-44A CCA carrying an inert AIM-120 as part of captive carry tests: https://t.co/zlKJ5RntBF
Small Fleets Should Report DAT UCC Filings to FTC
If you are a small fleet that has struggled to get another factor because of a UCC filed by DAT, you should report it to the Federal Trade Commission.
Defense Manufacturing Push Highlights Logistics and Infrastructure Gaps
According to a senior defense official I met with today, the primary focus of the Arsenal of Freedom initiative is volume and speed of manufacturing but there are secondary problems they’re working hard to solve. High on that list is...
Widening Spreads Signal Potential Prolonged Market Shakeout
Truth: “If spreads keep widening and banks keep lagging, this is more than a one day shakeout. If they stabilize, this was the market resetting positioning and rotating and not the start of a whole new regime.”
Comparing Nuclear Dawn to Today's AI Revolution
Nukesletter is back on Substack: I share a short essay I wrote on the analogies often drawn between the dawn of the nuclear age and the current conversations around transformation AI. There are limits, but some useful comparisons. https://t.co/7sGgUOuBsW
Ban AI Human Impersonation to Test Global Regulation
There are nearly no good reasons for an AI to ever impersonate a human. Making that illegal in as many countries as possible, and improving state capacity to enforce it, would be a good trial balloon for human civilization's ability to...
Australia Secures Fixed‑Price Power for Tomago Smelter Post‑2028
Australia moves toward a fixed-price power deal to keep Rio Tinto’s Tomago aluminium smelter running after 2028. https://www.metalnomist.com/2026/02/tomago-aluminium-smelter-power-purchase.html
Vevye Rapidly Narrows Gap to Miebo Despite Head Start
So the key here is look at how quickly $HROW's Vevye is catching up with $BLCO's Miebo - this is happening despite the Miebo head start (which provides a waterfall effect from refills) and way more extensive detailing and DTC...
Trillion-Dollar Aid Can't Fix Crumbling Logistics Infrastructure
The Arsenal of Freedom needs trucks, ships, barges, but our infrastructure is crumbling. @PeteButtigieg had a trillion dollars and failed, Army Corps is failing. @PeteHegseth didn’t just answer my question, he beat me to the punch by hours. https://t.co/L63oHDrDlQ
Spammers Spoof UPS Number to Threaten Customers
Hey @UPS I think spammers are spoofing your number. Got a call from 800-742-5877, which is UPS but came up "SPAM" on iPhone. "Ronathan" claiming to be from UPS support wanted me to apologize for tweeting my package arrived late,...
Fortescue Bets on Green Iron Amid
Fortescue’s green iron bet in a €300 per tonne iron world #energysky -- via Renew Economy: https://t.co/o9SQlmpEPc https://t.co/oEuy12U2pf