72% Want Congress to Approve Ongoing Iran War
Poll results: 72% of respondents said this is a war and Congress should be required to approve continued military action against Iran... https://t.co/FayWJf10w0
Sachs: Iran Denies Talks, Trump’s Claim Questionable
Distinguished Columbia Univ. Prof. Jeff Sachs on Pres. Trump’s claim that the US is engaged in negotiations with Iran: “The Iranians have been saying very clearly that there are no negotiations... I think it raises questions about the President.” https://t.co/aM61cohaAc
WTI Poised for Biggest Drop Yet, Still
Depending on where the WTI crude oil front month closes the day, we are looking at either the biggest single-day drop since Jun 23, 2025 or Mar 9, 2022. Either way...massive day...and yet still over 36% higher than the 200-day...
Abandoning Trust for Ads Risks AI‑Driven Obsolescence
A baffling move? Retreating from a competitive advantage (trust, privacy) in pursuit of ad dollars that AI might devour anyway
Oil Forecasts Diverge: $200 vs Under $75 per Barrel
7am: I have a new model that shows oil will be $200/barrel by spring break 9am: I have a new model that shows oil will be under $75/barrel by spring break
Supreme Court Likely Blocks Mississippi Late Ballot Law
Fascist fuckers continue their quiet coup. Supreme Court Appears Poised to Reject Mississippi Law on Late-Arriving Ballots https://t.co/kFfLNDYgrM
Iran Discovers Strait of Hormuz Leverage Is Unreliable
As with its nuclear program, Iran can not unlearnt new knowledge. And Tehran has learnt lots in the last 4 weeks. Iran assumed the Strait of Hormuz gave it a lever. But its effectiveness was unproven, and it didn’t know...
AI Spam Floods My Feed with Fake Quotes
Every day I wake up to alerts for my name that include: - quotes I never said (like the one below) - AI rehashes of my original articles AI slop is out of control https://t.co/92UnlDqbYD
Venture Capital's Media Takeover Could Be Detrimental
To be clear I’m not doubting that initiatives like a16z’s media arm might end up being highly successful. They have cash (obviously), clout (in certain circles) and they can view media as a loss leader. What I am arguing is...
Marvel's Desperate Gamble Birthed a $50B Empire
1996: Marvel was finished. Stock tanked 99%. Stores closed. Fans vanished. They were $700M in debt - and out of ideas. Then came a bizarre gamble no one believed in. Here's how that desperate move created a $50B entertainment empire:
Kun Live Tomorrow on Apple Music Radio at 9am
Very special guest @kun_officialx performing LIVE on the show tomorrow. Tune in on @AppleMusic radio 9am LT https://t.co/lB7kyWKqZi
Backfill Shopify Metafields Now for AI Shopping
Shopify quietly laid the groundwork for AI shopping last year with category metafields. A lot of us skipped them. Now with UCP, those fields are how AI and ChatGPT query your catalog. Start backfilling everything now if you haven't. @ericalandyck and...
Housing Demand Now Driven by Prices, Not Rates
Mortgage rates have spiked in the last 3 weeks. But it won't matter for the housing market. Mortgage rates stopped being the driver of demand 3-4 years ago. Whether mortgage rates are 6.5%, or 6.0%, makes no categorical difference on demand right now. The...
Rates to Exceed 7% with Worsening Spreads
2023-2025 rates would already be over 7% with the worse levels of spreads each year. https://t.co/2c2qtO9Hlx
Cyber War Begins: Companies Face First Attacks
The War Is Going Cyber and Companies Are the First to Be Attacked #ArtificialDecisions #MCC https://t.co/PGGJukkaqK
Solid Data Foundations Outperform Point‑Solution Automation
Before investing in smarter automation… Fix the data foundation. Why infrastructure beats point solutions → https://t.co/qWIUPgZhYD @MadaketHealth #PayerIT #HITSM
Inheritance, Not Income, Drives Home Buying in California
This supports something I've suspected for a while—incomes are becoming LESS important for homebuying than in the past. As wealth transfers become the more common way to acquire a home, income will matter less and less.
Helium Atom Lithography Promises Chips Ten Times Smaller
Introducing Ⓛ 𝗟𝗔𝗖𝗘 𝗟𝗜𝗧𝗛𝗢𝗚𝗥𝗔𝗣𝗛𝗬 A novel approach to chip-making that can extend Moore's Law 10x beyond what is possible with light — to atomic resolution. News today: "Manufacturers use light-based lithography systems made by the Dutch company ASML, which dominates the market....
Legal Roundup: Epstein Fallout, AI Misstep, $10B Firm
In the latest Judicial Notice, my legal news roundup: - another possible victim of Epstein files fallout; - another prosecutor’s potential #AI fail; and - a #Biglaw firm with $10 billion in annual revenue (a new record). LINK: https://t.co/xLC8gkzcrj https://t.co/k1U1dNGjAG
AdVon AI Threatens Journalists, Reshapes Media Content
#WhosNext? Media Journalists? Meet AdVon, the #AI-Powered Content Monster Infecting the Media Industry. (Futurism) https://t.co/HywUCAzpX1 https://t.co/TgXXsQtQrF
Lobbyist’s Ignorance of HHI Exposes Corruption Claim
Major signpost of corruption. HHI is the standard way to measure market power in the antitrust space. But 'antitrust' lobbyist Mike Davis did not know what the term meant. Ergo he was just doing threats and relationship management.
Iran’s Rope‑a‑Dope Tactic: Endure, Exhaust, Then Strike
My take on Iran's war strategy: "The Iranians have adopted the Muhammad Ali Rope-a-Dope strategy. Iran will absorb massive punishment until the US and Israel are exhausted. Then, Iran will land a knock-out blow." IRAN CONTROLS THE STRAIT OF HORMUZ. https://t.co/Vfv8lDJsQc
Fed Reacts Differently to Oil Price Shocks
I used Claude to draw a chart that captures how I see the Fed's asymmetric reaction function towards oil. https://t.co/q9WcR7aCNC
AI Boosts Urgency to Complete EU Savings Union
ECB’s Lane says AI is another reason to finish the EU savings union https://t.co/JggeQpMoCN via @jrandow https://t.co/hnTKZ3Hv8V
WSJ Map Highlights Gulf’s Critical Energy Asset Damage
Nice map in the WSJ of the Critical Energy Assets hit in the Gulf, featured on today's Chartbook Top Links: https://t.co/2Hu6dMxKBE
Policy Shifts Reflect Learning, Not Failure, Amid New Virus
Smart piece by @FenitN about the rewriting of #Covid history. I would add this: A brand new virus meant health officials were making policy based on the info they had at the time, not what we know now. Policy shifts...
CERAWeek's Chart Set to Dominate Energy Discussions
World's top energy executives are meeting in Houston for the annual CERAWeek conference this week. I hope this chart is the talk of town.
Port Commissioner Sam Cho Shares SEATAC Updates on Reddit
I love that the Port Comissionner Sam Cho in charge of SEATAC airport gives regular detailed updates through Reddit. https://www.reddit.com/r/Seattle/s/UJoV69qBAf
Ship Traffic Pivots From Suez, Hormuz to Cape
This has to be my favorite chart from the Week 12 JMIC Dashboard report on weekly ship transits. Suez down from 497 in 2023 to 248⬇️ Cape of Good Hope up from 348 to 710 ⬆️ Bab el-Mandeb 🍻 down from...
ET's Vault Reveals Shatner's Whale Tale, Swift's Walks
What's in the 'Entertainment Tonight' vault? William Shatner on a whale and Taylor Swift's red carpet walks https://t.co/6e8Mn9C2H3 @latimes
Real ID Requirement Makes Illegal Flyer Claim Contradictory
I don’t understand this, if you’re flying…you need Real Id or a passport. You can t fly with any other ID. Someone here illegally cannot obtain that. So how can anyone who flies be illegal. Makes no sense .
Auto‑apply Branding to Videos with a Single URL
This is the exact problem I deal with every week. For every new video, we're manually swapping fonts, fixing colors, and re-uploading the logo. The fact that you can now just paste your URL and have it apply everywhere is kind of...
Eleventh Circuit Judges Teach Appellate Practice Class
Appellate Practice and Procedure Class No. 9 (@MercerLAWSchool, 2026), featuring Judge Elizabeth L. “Lisa” Branch and Judge Britt C. Grant (Eleventh Circuit). https://t.co/6zwa6AU7TF
Markets Accept Persistent Middle East Conflict If Hormuz Flows
A new geopolitical equilibrium could emerge in the Middle East that includes almost constant kinetic action and YET markets could be OK with that. The 1980 Iran-Iraq war is a good example of that. All that matters is whether ships...
NASA Holds All‑Day Meeting on Trump's Artemis Order
Here's the NASA press release about tomorrow's (Tuesday, Mar 24) all-day meeting at NASA HQ about implementing Trump's Dec 2025 Executive Order re Artemis. https://t.co/fR9uM0P2io Livestreamed. Starts at 9:00 am ET. News conf at 4:45 pm ET.
Smart Redesigns Need Regional Chains and Automation
Lisa Anderson & Eric P. Rose discuss smart product redesign, regional supply chains, automation & the realities of bringing new products to market. 🎥 Watch Smart Product Redesign https://t.co/u4EuOwcFKd #SupplyChain #ProductInnovation #Manufacturing https://t.co/UGMQtlxsw1
EPA to Announce Biofuel Blending Quota Before Month-End
🇺🇸Reuters reporting just now that EPA Administrator Lee Zeldin says U.S. biofuel blending quota announcement will be made "before the end of the month." This increases the odds that it coincides with the White House's celebration of agriculture event on Friday.
Precious Metals Rally, Juniors Lead; Stay Ready
Very encouraging move in precious metals off the lows. Silver and copper are leading, with juniors outperforming seniors and explorers showing strong upside today. That said — the day and week are far from over. After leaning optimistic recently, some caution is warranted...
US‑China Trade War Threatens 2025 Economy; Cooperation Needed
NEW: The US and China put parts of the global economy at risk in 2025 through their trade war over critical minerals & technology. Here I explore a novel path for Washington and Beijing to 'cooperate' over *HOW* they reduce their...
LA Metro D Line Section 3 Under Construction, Final Phase
These 2 slides show the extent of section 3 of the LA Metro D line subway extension. The section begins after Century City station and is the last planned extension at this time. The section is currently under construction. A...
Carrier's Market Persists: Shippers Who Refuse Concessions Lose Trucks
This is a carrier's market. There are zero signs that things are cooling, in fact, in recent days the market has firmed significantly. Many traffic managers at shippers have not seen a carrier's market and are unprepared. If they have...
Code-Driven Video Creation Takes Off with Renoise
We are moving into a world where people make videos by using code instead of just editing them, and Renoise is leading the way. This new tool helps you make lots of high-quality videos more easily and much faster than before.
Alisyn Camerota Returns to News, Embraces New Rules
Alisyn Camerota charts a return to news, but this time, she says, “I’m playing by different rules.” https://t.co/WOFayqnvln via @variety
AI-Powered Marketing Runs Your Campaigns While You Sleep
Most brands I work with have the strategy figured out. They just can’t execute fast enough. Someone built a fix for that. It’s called Helena — the OpenClaw for marketing. Give it your URL, and it runs your marketing for you: → Reads your site,...
Acid Prices Surge as Hormuz Sulfur Supply Tightens
Kamoa-Kakula's #copper smelter is currently producing 1,600 tonnes of high-strength sulphuric acid per day. We are currently selling this acid for between $470/t and $500/t to local mining operations in the DRC Copperbelt that critically need the acid to leach...
Oil Prices Retreat to Reaction Lows, Gasoline Dips
Oil sinking back toward those reaction lows... WTI $87 Brent $99 Gasoline futures down 36 cents https://t.co/68SjGUaFW0
China's OpenClaw AI Fuels Lobster Agent Cybersecurity Panic
"Raising a lobster" is the new Labubu OpenClaw AI goes viral in China, raising cybersecurity fears Email deletion scare underscores risks as ‘lobster’ agents surge across real-world AI systems handling sensitive personal data #China #techwar #chips #tech @baoshaoshan @thecyrusjanssen @DOualaalou @lajohnstondr @PSTAsiatech https://t.co/LceRUFV7T6
Trump’s Wavering Stance Shapes Iran Conflict’s Future
As Trump flip flops on his latest ultimatum, now is a good time to look at how the remainder of this conflict may play out and how domestic politics might influence the outcome... Geopolitical Guy | Substack https://bit.ly/3NkAKGD #Iran #OperationEpicFury #StraitOfHormuz #Trump...
Live Updates on LaGuardia Airport Incident
What Has Happened at LaGuardia Airport? Join me live over on Mentour Pilot YT as the story develops. (Link in story) #BreakingNews #AviationNews #aviation #airplane #mentourpilot
EA's $15B Debt Oversubscribed, $25B Orders Signal Open Markets
$25B in orders on $EA’s $15B debt deal. Oversubscribed. Getting done. Capital markets are wide open… For the right issuers at the right price with the right Saudi SWF backstop.