Trump’s Oil Price Stunt Ignores Rising Fuel Costs
COLUMN: Trump has seemingly turned WTI oil into a referendum on his war against Iran: more than $100 👎; less than $100 👍 But WTI isn't what matters for America's Main Street: refined petroleum products do -- and prices are rising rapidly. @Opinion https://t.co/CAr3tpQnMG
FT Highlights CRUK's Aleta CAR‑T Trial in Lymphoma
The Financial Times covered recent initiatives at Cancer Research UK (CRUK) including a nice piece on the ongoing Aleta Biotherapeutics clinical trial in CD19-CAR-T treated B cell lymphoma patients. https://t.co/9sDZEItapu
CNBC Adds 5 AM “Morning Call” Before Squawk Box
Just in: CNBC is launching "Morning Call,' a 5 AM program that will precede 'Squawk Box.' Morgan Brennan will host....
Oil Shocks Vary: Some Brief, Others Enduring
The next chart shows the major oil shocks, including 1973, 1979, 1990, 2008, and 2022. Some were brief, others were not. 🧵 https://t.co/SHZJOMDkYG
Exploring DLSS 5 on Engadget Podcast with Devindra
Had a great time talking on the @engadget podcast with @devindra about DLSS 5! https://www.youtube.com/live/WNSp9cbRe5M?si=8vEj9wwh_u7iqDe3
Inside Jobs Fuel Freight Fraud and Cargo Theft
A lot of freight fraud and cargo theft happens via inside jobs. Criminal gangs send low level foot soldiers into these jobs
Bearish Pressure Threatens Previously Bullish Deal Market
The best news may be in the rearview... Bears encroach on bullish dealmaking market https://t.co/Gc2v7KSjbQ
A‑10s Patrol Strait of Hormuz, Target Iranian Boats
A-10 Warthogs Are Prowling For Iranian Boats In The Strait Of Hormuz A-10s are executing one of the lesser-known missions they've trained to do for decades, hunting down Iranian fast attack boats and mine layers in the strait. https://t.co/PkTgNzVTsV
Oil, Yields, Dollar Surge Squeeze Gold, Silver
Precious Metal Miner Misery #crudeoil $XAUUSD $XAGUSD $GLD $SLV $DXY $GDX I break down how rising oil, yields & a stronger dollar are pressuring gold, silver and miners - while client research shows oil shocks disrupt auto demand & hit platinum and...
International Developers Can Thrive Despite Regulatory Hurdles
"Despite the high barrier to entry thanks to regulatory concerns and a high level of native competition, Ahmad is confident that international developers can succeed in the region" https://t.co/YbTBgMCeDX
US, Allies Push De‑Escalation as Iran Escalates; Hormuz Closed
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
Four Biomarkers Can Meaningfully Assess Coronary Artery Disease Risk
The 4 biomarkers to meaningfully assess a person's risk of coronary artery disease @rayshafarah @aklfahed @pnatarajanmd @JACCJournals @uk_biobank https://t.co/CPfBPVRENq https://t.co/xTlj2ykr45
Capital Exodus Mirrors Past Crises, Timing
FWIW - I can't think of a more ill-timed moment to enable capital to exit the banking system. Then again, I saw this in the late 1990's and right before the housing crisis. https://t.co/BElQudhOBb
U.S. Cellular Networks Spend Nearly $65 B in 2025
WIA: "Total network expenses for U.S. cellular networks in 2025 was nearly $65 billion – this includes operating expenses, network upgrade costs and the cost of adding new network capacity." https://t.co/AXlEEH3quS
Tina Turner's Music Rights Switch to Pophouse
Tina Turner's music rights have switched hands for the second time in five years. 2021: Turner sold catalog + NIL rights to BMG for $50M 2026: Pophouse bought majority stake from BMG Pophouse launched the ABBA Voyage show in London. Let's see what...
Netflix Remains Aggressive in Festival Film Acquisitions
Netflix Still Wants to Be ‘Aggressive’ with Film Acquisitions Out of Festivals https://t.co/7YVih4wBsN via @IndieWire
Trump May Trade Ukraine Aid for Hormuz Deal
I have a bad feeling Trump is going to give up the remaining support of Ukraine in exchange for Putin's help re-opening the Strait of Hormuz.
Iran War Slashes US M&A Deals by Half
The war in Iran has had a significant impact on the merger market. Month-to-date, just 6 public US M&A deals have been announced (worth a total of $56 billion), down -65% in number and -44% in value compared to last month....
Rising Defaults and Funding Costs Squeeze Credit Card Margins
It was once thought that as defaults rose, credit card issuers would simply increase the rate they charge to compensate for that. Hard to see that now, given current portfolio yields. Worse, their cost of funds is rising...
Mearsheimer Warns Iran Is a Formidable Strategic Opponent
Distinguished Prof. John Mearsheimer on Iran’s strategy: “When you listen to Hegseth and Trump talk, they talk about the Iranians like they’re a bunch of country bumpkins and we’re the strategic geniuses...I think that's not the case…we are up against a formidable...
Nvidia's AI Grid Is WAN‑centric, Not RAN‑focused
A few days ago I commented on a post by @sebastianbarros about @nvidia redefining #telecoms #AI. I said we’d know it was really serious about telecoms if it said as much about AI-WAN as it does about AI-RAN. The AI Grid...
Brent‑WTI Spread Shifts Slowly; Short‑term Moves Are Noise
For those of you trying to figure out what's going on with the Brent-WTI spread. Let me point out an old gem that helps explain it. - Different delivery date windows - Different contract expiration dates - When things are volatile, individual...
Free Signed Copies of AI Security Book at RSAC
Headed to RSAC to sign copies of Guardians of the Machine age: Why AI Security Will Define the Future of Digital Defense. Hit me up for the three venues where you can get free signed copies. https://t.co/kurVMvO4fo ...
US Skips Crude Export Ban, Eyes Refined Limits
*US WILL NOT IMPLEMENT CRUDE EXPORT BAN: POLITICO ... OK, so how about refined products? I've been saying up 'till now that they're going to be tempted to restrict trade, but that I thought they'd be more likely to restrict refined products...
Iran's Military Might Profit From US Market Swings
Is it crazy to think Iran military could prob. be funded by them just trading US markets and releasing headlines on X, because I refuse to believe it can't, market so whippy in this geopolitical environment
Lagarde Urges Europe to Curb Energy Aid Spending
Lagarde warns Europe’s governments to keep a lid on energy aid https://t.co/SFxAtMDVPq via @CraigStirling @Dan_Hornak https://t.co/ywFE1sXGjw
Iran Conflict Threatens Global Energy Summit, 47‑Year Tension
Iran war looms over global energy summit @CERAWeek it's "been brewing for 47 years," says historian @DanielYergin, whose own career rose alongside energy geopolitics. https://t.co/MsWAVCPXhv via @axios
Deregulation Inevitably Triggers Later Re‑regulation, Says Regulators
Just a reminder that when it comes to bank regulation, what is deregulated on the way up is inevitably reregulated on the way down. Love them or hate them, there is no trend following crowd like our banking regulators.
Unlock Endless Play: Free Guide to Evergreen Games
We've released a FREE whitepaper on evergreen games. These are games built around exceptional replayability with no fixed endpoint. The paper looks at why these games thrive and what developers and publishers need to know about them. https://t.co/LrqktDsvFD
Fuel Prices: Retailers Gouging or Government Fault?
@mrmbrown and I talk about whether fuel retailers are price gouging, or is the government the villain here? https://t.co/IeuhUHsjut
LiDAR Gives Self‑Driving Cars True Spatial Understanding
Have you ever wondered how self-driving cars actually “see” the world? It’s not just cameras. One of the key technologies is LiDAR - a system that uses laser pulses to scan the environment and build a real-time 3D map of everything around...
AI at the Edge Turns Connectivity Into Intelligence Platform
Alongside @NVIDIA and our ecosystem of partners, we’re bringing AI to the network edge to make a real impact. Appreciate @FierceWireless’ highlight of how connectivity is becoming a platform for intelligence. 👇 https://t.co/esZ6ZWwc7G
Asian Demand Drives Premium Oil Bids, Not Manipulation
Why is everyone assuming CL manipulation and not just occam's razor that asian markets need oil and they cant access landlocked wti as easily and are all bidding up whatever is accessible even if at a significant premium
European Leaders Assess Middle East War Costs in Brussels
Europe counts the cost of Middle East war as leaders meet in Brussels https://t.co/Uw7ebXs3sG via @suzannelynch1 https://t.co/4He3c2iNMm
Regulators Demand More Data on Union Pacific‑Norfolk Southern Merger
US regulators are seeking additional information about Union Pacific’s proposed takeover of Norfolk Southern, an unexpected hurdle for the rail industry’s biggest-ever deal https://t.co/YELIEDfiKf
Spectrum Shuts Appleton Center, Cuts 313 Jobs
"A Spectrum telecommunications center in Appleton is closing, resulting in the layoff of 313 employees, according to a notice filed with the Wisconsin Department of Workforce Development." via NBC 26 https://t.co/IKXzLSaV0c $CHTR
Policy Failures, Not Private Firms, Drive California's Insurance Crisis
California's property insurance problems are very similar to its housing problems -- an obvious consequence of bad public policy shrinking supply, and yet the private sector is often blamed for it. There is no "easy button" to solving complex problems decades...
US Intel Says China Not Planning 2027 Taiwan Invasion
US intelligence assessment admits China is not planning a 2027 Taiwan invasion, contrary to the assertions of numerous China hawks. h/t PA https://t.co/yR1D5boDrL
Secret RQ‑180 Stealth Drone Makes Emergency Landing in Greece
Secret RQ-180 Stealth Drone Appears To Have Made An Emergency Landing At A Greek Air Base (Updated) Spotters in Greece have caught an especially good look at what appears to be a particularly secretive drone. https://t.co/TVPXCvTUzz
Energy Market Overestimates Absorption Amid Modest Brent Rise
Fascinating to see where Brent and TTF are trading right now after the last 24 hours of attacks and counter attacks. Brent is up a mere 3%, and TTF is lower than at the peak on Tuesday March 3rd. The...
NIH Scientists Describe Research Climate as Chaotic, Bankruptcy‑Like
“This is the equivalent of working in a company that feels like it’s on the verge of bankruptcy." A @statnews survey of #NIH funded scientists finds the research community is in chaos a year into the Trump administration. @JonathanWosen...
Rising Energy Costs Spur Savings Amid Global Supply Risks
For the energy-secure US, damaged infrastructure due to the War means higher prices. In some other countries, however, the challenge is twofold: higher costs and worries about genuine supply shortfalls in the months ahead. It’s encouraging a growing number of them to...
Europe Fears Trump's Greenland Threats Could Backfire
“.. We were very worried this was going to go really wrong,” said one European official about Trump’s repeated threats over Greenland .. @FT https://t.co/aRJZu8MTXr https://t.co/pj12dd13ct
Defenders Reframe US Oil Strategy as China‑Flexing Signal
Trump-defending reply-guys shifting from "this is fine, Trump said this will wrap quick, stop being a panican" to "idiot, the US is the world's largest oil producer—this was obviously always the plan to flex on China and Europe" Not a great sign re:...
Oral Ozempic Trials Fail to Show Alzheimer's Benefit
The negative oral Ozempic randomized trials (EVOKE, EVOKE+) for Alzheimer's disease have now been published @TheLancet https://t.co/Xx0YknTSC2
GLP‑1 Drugs May Protect Heart, Vessels, Kidneys in Type 1 Diabetes
GLP-1 drugs have established benefit for Type 2 diabetes. New data suggests that extends to Type 1 diabetes, with heart, vascular, and kidney protection https://t.co/nZDKHoFIRm https://t.co/lTHIgoj4ir
1973 Oil Embargo Spike Won’t Reoccur
This is hyperbolic bullshit. In 1973-1980 during the Arab oil embargo on the U.S and its allies, the price of crude oil spiked from $3.56 to $39.50. That was a 1000% increase in the price of crude oil. That is...
DOJ Refuses Politically‑motivated Fast‑track on Paramount‑Warner Deal
DOJ Will ‘Absolutely Not’ Fast-Track Review of Paramount-Warner Bros. Deal for Political Reasons, Antitrust Chief Says https://t.co/sQogt9Eyeq via @variety
Your Optical View Determines Semiconductor Market Position
Optical was a big discussion in my meetings with many in the semis ecosystem at GTC. This part of the discussion is a debate most underappreciated, as your view on this dictates how it plays out and who is...
U.S. Says China Won’t Invade Taiwan in 2027
China Isn’t Planning to Invade Taiwan in 2027, U.S. Concludes—Beijing views an amphibious attack as a losing gamble, intelligence assessment says @joyuwang https://t.co/QOqBlNWNu6 https://t.co/QOqBlNWNu6