Delcy Rodríguez Dismisses Defense Chief in Major Military Shake‑up
#Venezuela’s acting President Delcy Rodríguez ousted defense chief Vladimir Padrino López in a SWEEPING shake-up of the armed forces. https://t.co/Fo5Ft4JE8x
RNC and Virginia GOP Sue Over 2021 Map Change
NEW: The Republican National Committee, Republican Party of Virginia, and Virginia voters filed a lawsuit in state court challenging the legislature’s authority to alter the 2021 congressional map approved by the state’s supreme court. https://www.democracydocket.com/cases/virginia-congressional-redistricting-challenge-rnc-ii/
Extensive Damage Delays Qatar LNG Return
"Extensive damage"...have to see where this is exactly, but doesn't sound like Qatar's LNG is coming back soon
Cities Won’t Provide Parking for Personal Purchases
Don’t buy a cow, or a car, and expect your city to give you someplace to park it. #UrbanTruth Via the Urban Truth Collective. https://www.urbantruthcollective.com/
Seamless Products Depend on Robust Supply Chain Coordination
Every product has a journey—raw materials ➝ factory ➝ customer. It looks simple, but behind it are constant adjustments, coordination, and problem-solving. When it works, it feels seamless. That’s the power of a strong supply chain. 🚚 https://t.co/CVEBanvR6l
Netflix's K‑Pop Demon Hunters Tour May Feature Virtual Girls
Netflix is planning a global KPop Demon Hunters concert tour for next year. Promoters are salivating. But… who will perform as the girls? It may be entirely virtual. Scoop —> https://t.co/PDg34hVJOo
CBER Updates SOPs, Enables RMAT for Held Therapies
CBER changes its standard operating procedures to open the door to RMAT designations for therapies on clinical hold - https://t.co/bZmhga8xxC
Warehouse Inefficiencies Drain Margins Hidden From Procurement Focus
Most supply chain leaders obsess over procurement savings and demand planning accuracy. Meanwhile, their warehouse quietly bleeds margin — through poor layout, undertrained staff, outdated tech, and safety shortcuts nobody wants to talk about. This edition changes that. https://t.co/abRK9zzCJN via @LinkedIn
Air Power Won’t Force Iranian Regime Change, Says Mearsheimer
Distinguished UChicago Prof. John Mearsheimer on regime change in Iran: “It's hard to get regime change or impossible to get regime change using air power alone…If you want regime change in Iran, you're going to have to invade that country. And...
Top Homebuilders Trust ResiClub for Data-Driven Decisions
Teams inside major homebuilders, lenders, and operators are using ResiClub research and analysis to inform real decisions—including firms like Meritage Homes, a giant homebuilder ranked No. 554 on the Fortune 1000. That’s exactly what we’re aiming for: clear, data-driven housing market...
Fake Fuel Figures Mask Looming South African Price Hikes
Where do you get your fake prices though? Make your arguments using truths, not fake figures… South Africa has a bigger lag in fuel prices, the hikes are projected for April and there will be a big jump…. Ask Trump to...
Three Weeks of Strait Closure Sparks Ongoing Chaos
Approaching 3 weeks of Strait closure and no end in sight. Crazy things are happening out there.
Mortgage Rates Dip, Spread Hits 206 Bps
The average 30-year fixed mortgage rate today: 6.31% Same day last year: 6.78% 10-year Treasury yield today: 4.25% Spread today: 206 bps
Powell Grasps Oil Firms' Mindset, Sees Drilling Catalyst
Powell seems to have a strong handle on the thinking of oil companies, and what would catalyze further drillling
Fed Should Treat Inflation Shocks Like Oil Companies
Powell says US oil companies won't raise production unless they believe oil price shocks will be persistent and they don't believe this. Why can't the Fed say the same?
Oil Firms Will Weigh Prices Before Ramping Output
Oil companies going to make reasoned judgements about prices before boosting production a ton
USAGM Appoints Former Newsmax/Fox Exec as VOA Deputy Director
News: USAGM names former Newsmax exec and longtime Fox News executive producer Christopher Wallace as the new deputy director of Voice of America. According to agency announcement to staff, he also worked at PBS, CNN and ABC News. Unclear who...
Rising Oil Prices May Spark Investment and Job Growth
Someone needs to ask about what happens if sustained high oil prices leads to *higher investment and hiring*
Toyota, Fox Team up to Boost Car Ads via Baywatch
Toyota and Fox hope to rev up car advertising on TV with a season-long sponsorship of Baywatch https://t.co/ZEm5Gvu2YN
First Week of US‑Israeli War Outspends Major Agency Budgets
The first week of the US-Israeli war in Iran cost more than the annual budgets of major government agencies. WAR = A TRUMP TAX. https://t.co/ioXw5U0cVU
Iran Attacks Abandoned Malta‑flagged Container Ship Safeen Prestige
Looks like Iran struck the abandoned Safeen Prestige, a 23k ton, Malta-flagged container ship, previously hit on March 4th and abandoned. https://t.co/gs0BwcrHY2
China No Immediate Taiwan Invasion Plan, 2027 Unlikely
We break on China/Taiwan-- buried in IC Worldwide Threat Assessment: “Chinese leaders do not currently plan to execute an invasion of Taiwan in 2027, nor do they have a fixed timeline for achieving unification,” said the annual threat assessment, released...
Gulf Coast Crude Imports Hit Six‑year High Amid Gulf Disruption
U.S. CRUDE OIL imports into the Gulf Coast (PADD 3) surged to the highest for almost six years last week as refiners and traders prepared for a possibly prolonged disruption of exports from the Persian Gulf. Crude imports into the...
Procurement Grants Decision Power to Integrator Pre‑Hire, Sets Precedent
A sophisticated procurement group gave ultimate decision-making authority to a Big 4 system integrator, even before hiring them. This contractual term set a surprising precedent. #BusinessDeals #Procurement https://t.co/hfuilGy1cC
San Francisco Lags Sacramento in Closed Home Sales
What do you notice about San Francisco compared to Sacramento? These are closed home sales so far this month. https://t.co/BK12H6rwip
Swap LHAs for New Designs in Build Plan
Let's jump in on the build plan and replace our LHAs with these. (follow me for more impractical naval solutions)
EHRs Will Become Records; AI-Driven Action Layers Rise
Sharp take here from healthcare VC Sam Toole on the future of EHRs in an AI world. Do they become systems of record, and entrepreneurs can build systems of action that sit on top? Link to read the full piece...
Claims of Defense Mask Ongoing Iran Accommodation
Somewhat heroically presumes they will be "forced to defend it" rather than just accommodating Iran ... which is essentially what some of them and other key consumers were already doing?
MDA to Add Three Optical Sensors by 2028
@MDA_space to build/maintain 3 ground-based optical space surveillance sensors by 2028 to complement current 150-kg Sapphire sat, launched in 2013. Valued at CAD 32M ($23.4M), it's part of CAD 375M @NationalDefence Surveillance of Space 2 program, to include Sapphire successor....
Madagascar‑Flagged LPG Tanker Passes Iranian Checkpoint
The Madagascar?-flagged 74k m3 LPG tankers just entered the Persian Gulf, swinging through the Iranian Checkpoint. https://t.co/flNbjNxP6L
Iran’s South Pars Gas Field Attack Threatens Government Funding
Iran’s Energy Infrastructure Is Now On The Targeting List The attack on the South Pars gas field puts Iran's energy production, which is critical to funding the Iranian government, in the crosshairs. https://t.co/wO4BOtxxHy
Asia’s EV Surge Ends Fossil Fuel Dependence
Emerging Asia is sprinting toward electric independence to crush fossil fuel fragility. Fossil fuel wars will only accelerate this trend ➡️Viet Nam: 38% EV sales share, ahead of EU ➡️Singapore: Leading the charge at 50%+ share ➡️Indonesia: 15% share, more than US ➡️Thailand: 21%...
Axios Future of Defense Event in DC, March 23
Axios Future of Defense event in DC on March 23 Guests include @MarkTEsper and @jacobhelberg. Request an invite: https://t.co/G6Ks6HED8O
Infl
Crude Oil Adjusted for inflation the price of Crude Oil is cheap even at $94 Not inconceivable to think about $200 Crude $CL_F https://t.co/AA3Vu3G1AF
Gulf Oil Spikes While Brent Steadies, JPM Warns Broader Surge
While Brent — the most commonly quoted crude oil benchmark — has been surprisingly well-behaved, Gulf oil prices have gone stratospheric. And JPMorgan’s oil analysts worry this could be a harbinger for the rest of the oil market. https://t.co/fD6tZ9vW81...
In‑body Genome Editing Promises Cheaper, Practical CAR‑T Therapies
What if we could engineer T cells in the body, making CAR T vs cancer, autoimmune diseases, and other applications far more practical, much less expensive? A step forward today via genome editing T cells https://t.co/FjgQA8NUlu https://t.co/XXk43WL1ac https://t.co/rpC7eCAlJH
Artemis II Rollback to Launch Pad Tomorrow at 8 PM
Artemis II SLS/Orion rollback to the launch pad is now set for tomorrow, Thursday, March 19, at 8:00 *pm.* It'll stream on NASA's YouTube channel.
Futures Curve Shows Prices, Not Predictions
I know I am piling on here, but a reminder to those of you just tuning into oil markets... The Futures Curve is NOT a forecast... https://t.co/gyYIbj3Xqa
Housing Bubbles Vary: Some Cities Plunge, Others Soar
The Most Splendid Housing Bubbles in America: Price Drops & Gains in 33 Big Expensive Cities, February 2026. Each city has its own housing market. In some, home prices have dropped a lot; in others, prices have hit new highs https://t.co/ILCCiyvcIJ https://t.co/AfImn5LKKw
ATL TSA Wait Times Far Exceed Official Website Reports
I’m beginning to think that Atlanta airport’s website can’t be trusted when it comes to TSA wait times. I’ve never seen them list over an hour of wait on their website at any checkpoint and yet news and personal stories...
Prepare for Tariff Shock: Actionable Strategies for Leaders
Lisa Anderson will be a panelist on a Tacto Technology webinar: Tariff Shock: What Procurement and Supply Chain Leaders Must Do Now — Wed 3/25/26 at 1pm ET (10am PT). Register today: https://t.co/LRxNSF4jW5 #Tariffs #Procurement #SupplyChain #Manufacturing https://t.co/tYXsBEPIez
U.S. Imports Heavy, Sulfur‑Rich Crude to Fit Refineries
Reminder: Not all crude oil is the same. The U.S. produces mostly lighter and less sulfurous crude oils, but imports heavier more sulfurous crude oils to better match what U.S. refineries are configured to process. https://t.co/NF6jnZrdrY
Powell’s Inflation Focus May Push Oil Lower, Buy Near $88
If Powell focuses more on the upside risks to inflation ( which is likely going to be the case ) I believe Oil can see some initial downside on this due to possible future demand contraction concerns. If that becomes the case...
SilverVarden‑Contango Merger Approved, JV Details Upcoming Changes
No drama here. @SilverVarden's merger with Contango just got the green light from shareholders. What changes now? JV breaks it down: https://t.co/Pn3csAb89P
US Indifference Threatens Europe’s Strait Reopening
What if the United States doesn’t care about reopening the strait for Europe? My latest gCaptain Op-Ed 👇
WestwardGold Confirms System After 7,000m
Markets are drifting. Gold and silver too. Fed noise. What matters more: @WestwardGold just wrapped 7,000+ meters at Toiyabe Hills and confirmed the system. Now they’re chasing the sweeter zones. JV dives in — plus we included a site visit clip: https://t.co/Pn3csAb89P...
Apple Adopts Account‑age Verification for UK Online Safety Act
glad to see Apple using account age as verification for the UK’s Online Safety Act in iOS 26.4. This is how you do it 👍 https://t.co/XghbR7Oi4w
10% Oil Supply Cut Could Spike Prices $150
Ouch. A standard estimate (ballpark) is ~ 10 mbd/ 10% of world supply is now off the market. Some elasticities were closer to -0.1, which implies a price hike of up to $100. This elasticity would...
Brent Outpaces WTI, Nearing 78.6% Retracement
$UKOIL - Brent oil is significantly outperforming WTI oil for obvious reasons. Both topped around $119.50 last Monday, but while WTI has only reached $98 today, Brent reached $110 at today's high and is close to the 78.6% retracement of...
Announcing BASED Act: Push for Fair Open Markets
Now announcing the BASED Act at YC with State Senator Scott Wiener We need open platforms and open markets. We need markets that are fair for all founders. We are not asking for a leg up. We are asking for a...