Missing March Madness Window Doomed Film's Success
Let’s make this VERY clear If you can’t understand going up against March Madness vs the week before isn’t a scheduling error than you are dumb af This film was going to succeed in this spot but LAST WEEKEND was the ideal landing spot Don’t argue with me about this
Iran War Costs Will Eclipse Biden’s Ukraine Loan
The hard truth: the Iran war will dwarf the cost of Biden *loaning* Ukraine weapons, and having @ZelenskyyUa pay us back in the rare earths (a deal that Trump deftly negotiated) Looks like $200b at a minimum
SAP Integrates Internally Better than with External Systems
SAP's integration within its own product suite (Concur, SuccessFactors, Ariba) often surpasses its ability to connect S/4HANA to third-party manufacturing or WMS systems. Connecting external systems can be more complex. #SAP #EnterpriseSoftware #Integration https://t.co/HG0QdQlN6i
Big Advances, Not Small Presses, Drive Commercial Edits
There's all kinds of editors, publishers, and authors. I've never had an editor demand changes that interfered with my artistic vision at all on small presses or big 5 ones. Though, I've also never been paid a gigantic advance where...
Middle East War Expands Threat to Global Supply Chains
This, from Bloomberg, illustrates how the Middle East War threatens a widening set of global supply chains. (On Monday, the FT is scheduled to post my column on a separate global risk that has yet to receive sufficient attention: the likely...
Merger Oversight Corruption Threatens DOJ Independence
It is easy to become numb to the corruption afflicting the US government, but corruption of merger oversight is a big deal -- “If you don’t approve this settlement, I will destroy you. I will destroy your job at the...
Trump Threatens Iranian Power Plants over Hormuz Closure
If Hormuz isn’t open in 48 hours Trump says he’ll start hitting Iranian power plants. https://t.co/HQZe2Sax7l
GCC and Israeli Power Plants Targeted Within 72 Hours
…which means GCC and Israeli power plants will begin getting hit within 72 hours from this exact point in time. 😳 https://t.co/RtWko7NOgm
Trump Threatens Iran Power Plants over Hormuz Closure
President Trump threatened to attack Iran’s power plants if the country didn’t swiftly open the Strait of Hormuz to commercial ship traffic (The remarks mark a shift in tone since Trump on Friday said the US was considering “winding down” military...
US Ultimatum on Hormuz Contradicts Its Own Disuse
From almost done, followed by close to winding down -- to a 48-hours ultimatum to Iran to re-open the Strait of Hormuz that the US doesn't use, and in any case, it would be very easy to re-open even by...
Iran's Qatar Attack Fuels US LNG Demand Surge
Iran’s attacks on Qatar’s LNG export plant could be one of the biggest tailwinds yet to the fast-growing US LNG sector 🇺🇸 🚢 🇹🇼 Taiwan said it plans to buy more LNG from the US from June 🇧🇩 Bangladesh is exploring...
Yahoo's 2005 Acquisition of Flickr Marks Early Photo‑Sharing Takeover
#ThisDayInTechHistory. March 21, 2005. Yahoo announces that it will acquire the popular photo service Flickr. #Technology #Takeovers #History https://t.co/GxEp7H0Jm9
SpaceX and Tesla Launch TERAFAB: Terawatt‑scale Compute
Formal announcement of the TERAFAB project, which will be done jointly by @SpaceX and @Tesla, tonight around 8pm CT. Livestream on 𝕏. The goal is to produce over a TERAWATT of compute per year (logic, memory & packaging) with ~80% for...
Trump Demands Iran Open Hormuz Strait in 48 Hours
TRUMP GIVES IRAN 48 HOURS TO OPEN STRAIT OF HORMUZ=== this ain't no tariffs deadline
Iran War's End Triggers Global Supply Chain Chaos
When the Iran war ends. How the Iran war ends. Will firms around the world be dealing with their own circles of supply chain hell? All the products. Their applications. How and how long to fix? And the cost? https://t.co/ViUVhryJZY
Automation Revolutionizes Road Cleaning Truck Operations
#WhosNext? Road cleaning crews? The latest #Innovation in cleaning truck #Technology has used #Automation to eliminate more laborious cleaning tasks. (GiGadgets) https://t.co/TBdM7aaSgS
Existing Home Sales Near Record Lows, Sensitive to 7% Rates
We have to be mindful that existing home sales, unlike new home sales, are still working from all-time lows; the bar is very low for growth. Sales haven't collapsed since the end of 2022, no matter where rates went, but...
DIRECTV Joins Fight to Undo Nexstar‑Tegna Merger
🚨News Flash: @DIRECTV intervenes in the D.C. Circuit case in agreement with @NEWSMAX and several cable broadband associations seeking to reverse @FCC approval of the @NXSTMediaGroup-@TEGNA merger, which closed March 19. Can they really unscramble the egg? https://t.co/5CxQWIVDs9
SGLT2 Inhibitors Boost Survival in Frail Seniors
Use of SGLT2 Inhibitors in Frail Older Adults is Associated with Increased Survival: A Retrospective Study https://t.co/tsJ5qJLBap https://t.co/4EvBWDftJ4
Rockstar Servers Down, Saturday Gaming Plans Ruined
@RockstarGames servers are down. And here I thought i would try to enjoy some gaming on a Saturday afternoon... what was i thinking?
Brokers Discouraged From Asking Questions, Blame Trial Attorneys
Brokers are taught to not ask too many questions. Don’t like that? Blame the trial attorneys
Closed Hormuz Could Push Brent Above $220 per Barrel
In a scenario where the Strait of Hormuz remains closed, "that means $250-$300 price of oil (Brent)" argues @Rory_Johnston. Because a giant price shock is needed to destroy 15 million barrels per day of demand $220+ "almost guaranteed." https://t.co/fnf6ENgf0N https://t.co/yakBRYsHgc
RWE and Peak Energy Launch First US Sodium‑Ion Battery
RWE, Peak Energy to deploy first sodium-ion battery in US grid #energysky -- via pv magazine global: https://t.co/oCJI2RUQpe
HuffPost Criticizes Broadcasters for Patriotic Programming
Not surprising to see HuffPost come out against broadcasters choosing to air patriotic, pro-America programming. https://t.co/TNxa114Kv7
Decapitation Strikes Fail; Cumulative Strategy Needed
“Decapitation strikes don’t work,” they say. “The strategy isn’t working,” they say after 5, 10, or 20 days. Strategic effects are cumulative. Impatience is not analysis. Let's review just what Israel has stuck in Iran according to @IDF 🧵
Three‑Week Strait of Hormuz Update: Ship Status, Transits, Escorts
Strait of Hormuz 3-Week Recap | What is the Status of the Ships, Transits and Escort Mission? Video: https://t.co/UqZWLMlwVT https://t.co/k0LjjVKtXf
China No Fixed Taiwan Timeline, No 2027 Invasion Plan
The US intelligence community now assesses that China has no fixed timeline for unification with Taiwan and that no invasion of Taiwan is planned for 2027. I'm no China expert but this dovetails with how I see Xi and the upside...
Low-Float IPOs Typically Lag Market in Early Years
"It’s perhaps no coincidence that low-float IPOs tend to perform poorly in their early years. Since 1980, there have been 11 firms that went public with a sub-5% float and inflation-adjusted annual sales of at least $100 million. All but...
Brazil Rejects US Critical Minerals Deal Amid Trump Tensions
Brazil is now RESISTING a critical minerals agreement with the US. FORGET THE ART OF THE DEAL. TRUMP = MASTERCLASS AT MAKING ENEMIES. https://t.co/jmtqeFKoVb
Hormuz Stayed Open During Iran War, US Narrative Persists
The Strait of Hormuz saw no disruptions—even during the intense 12-day war with Iran last June—yet the Trump administration's National Security Strategy, released last November, still states: 👉"America will always have core interests in ensuring that Gulf energy supplies do not...
IPO Free Float Shares Rise Post‑lock‑up Period
"...in part because of post-IPO lock up periods, the median IPO’s free float share has typically climbed in the months following its launch." - Goldman https://t.co/bKTk8L4OEK
Procurement Must Leverage Expertise for Maximum Value
“An effective Procurement function should be continually leveraging its functional expertise to ensure the organization gets value for money from supply markets.” ➤ https://t.co/gy1EdLmJwM #procurement #purchasing #supplychain https://t.co/8VvIIvA67f
Florida Inventory Drop Easier; Comps Soften Through Mid‑June
Also, be mindful that the inventory decline in Florida YoY was working from an easier bar to do so. Just like the national data, the YoY comps get easier up until mid-June. https://t.co/z4GnIpxb5B
Moderate Wine Drinkers Cut Heart Death Risk 21%
A new study of more than 340k British adults finds that moderate wine drinkers (1-3 glasses/day) have a 21% lower risk of dying from cardiovascular disease versus people who never drink or do so occasionally. I will be accepting no...
Trump's ICE Plan for TSA Lines Is Illegal, Undermines Security
Trump Says ICE Will Fix TSA Lines Monday — Thats Illegal And Weakens Security - View from the Wing https://t.co/IhByutwvEa
Hegseth's $200B Iran War Request Dwarfs ACA Subsidies
We can think of Hegseth's $200 billion supplemental military request for his Iran war as the cost to taxpayers of pulling out of the agreement on nuclear weapons negotiated by Obama
Income Required for $289.9K Home with 3.5% FHA
How Much You Need to Make To Buy a $289,900.00 with a 3.5% down FHA loan
Broadcasters and Newsmax Seek Court Block on Nexstar‑Tegna Deal
Several state broadband associations -- plus @NEWSMAX -- today asked the U.S. Court of Appeals for the D.C. Circuit to block @NXSTMediaGroup-@TEGNA merger, which closed on March 19, 2026, the same day the $6.2 billion deal was approved by the...
Iranian Missile Evades Israeli Defenses, Hits Arad
Israeli media reporting a mass casualty event in the city of Arad after missile defence systems failed to intercept an Iranian ballistic missile. Reports suggest that Iran used a new type of ballistic missile that can evade the Air Defence...
Trump’s Claim: Iran Missiles Neutralized—Reality Says Otherwise
Don't worry, Trump said the U.S. knocked pout 100% of Iran's missile capabilities. Are you calling Trump a liar?
Ad Agencies Must Fill Data Gaps in Early ChatGPT Ads
Two thoughts on reporting from @theinformation that early ChatGPT ad campaigns lacked performance data: - this is to be expected. Any early offering will feature limited functionality. Early adopters should be prepared to fill measurement gaps themselves. - Measuring and credibly asserting...
DSTs May Be Riskier Than Traditional Installment Sales
The Problem With Using A Deferred Sales Trust To Defer Taxes On A Business Sale: Closer scrutiny of the DST strategy raises significant red flags that aren't included in the sales pitch. The characteristic that is needed to make DSTs work...
Short Telomeres Reveal Accelerated Kidney Aging, Predict CKD
Researchers found that shorter telomeres and DNA changes in kidney cells may signal faster biological aging of the kidneys and help predict risk for Chronic Kidney Disease earlier than current methods. 🧬 https://t.co/JKRM7xhOnh
Henagliflozin Shows Potential Anti‑Aging Effects in Diabetes
Effect of henagliflozin on aging biomarkers in patients with type 2 diabetes: A multicenter, randomized, double-blind, placebo-controlled study 🔎"Our results suggest that henagliflozin may exert anti-aging effects by influencing multiple pathways, including the IGF-1 system, glucose metabolism, the immune system, and...
AI Survives Helium Crunch; Automotive and Industrial Chips Don’t
I’ve spent my Saturday diving into the Helium supply chain. Spoiler: AI might survive this wave longer, but automotive and industrial chips? Not so much.
Want
I want a HondaJet carrier borne ASW aircraft and no I don't care how bad of an idea that is.
Iran's Terrain Makes Any U.S. Invasion Prolonged, Perilous
If U.S. troops invade Iran, it will not be a quick war. It will be one of the most dangerous environments American soldiers have ever faced. People underestimate Iran because they picture open desert. That image is wrong. 1. The terrain is...
AI Fact‑Checking Is Making Twitter Surprisingly Truthful
Contra my expectations, AI might just make social media better. There's obviously lots of slop, and I worry about disinfo and targeted persuasion. And every day I see Grok used for fact checking here on twitter, and it's almost always...
Democrats Introduce 7 TSA Bills; GOP Blocks Them
Democrats put 7 bills on the floor to find the TSA The Republican controlled congress voted against it.
US‑Israeli War Triggers Asia‑wide Economic Shock
From fuel rationing in Sri Lanka to restaurant closures in India, flight cancellations in Thailand, and food and fertilizer shocks across Asia -- the ripple effects of the US-Israeli war on Iran are global. THE US-ISRAELI WAR'S COLLATERAL DAMAGE IS MASSIVE. https://t.co/jD1WHbQj6T