Refinancing Wall: An Ever-Present Market Reality
Is there ever NOT a "refinancing wall"? Feel like I've been seeing charts like that for 20 years...
The Bride Flops with $225K Opening, $11.5M Total
#TheBride hits new low of $225K Monday for $11.5M domestic total against $90M budget Good thing WB did so well Sunday night to mask this DISASTER 💀💀💀 https://t.co/jO9ZQ0PIWZ
Deliver Bad News with Three Ready Solutions
Bad news for a client or hit a snag with a project? Here's how to navigate: Review things. Make notes. Bring three solutions. Pick up the phone. Start with a quick connection point, then walk through the situation and the options. Why this...
Andina Copper Secures Gold‑Rich Porphy
$ANDC.V @AndinaCopper 126m of 0.46% Cu + 0.53 g/t Au from 529m at Piuquenes East New gold-rich porphyry confirmed. Cashed up post-$27.5M raise Big scale potential in San Juan.
Economic Shockwaves: Oil, Shipping, and More
The Daily Feather — Shockers Sign in to read now — Oil Shocks, shipping shocks and more… https://t.co/sOMxU9yIid #dimartinobooth #economy #shock https://t.co/H0Lus1itBz
Solar‑plus‑storage Can't Meet Global Energy Demand Soon
Elon claims that energy abundance can be achieved with only solar plus battery storage. This is just not true, not today and not for the forseeable future. Even just supplying global electricity demand (around 20% of energy) with solar and storage would...
Sell When You're Thriving, Not When Growth Slows
Many founders wait until growth slows before thinking about selling or raising capital, but the irony is: buyers and investors are often most interested when a business is performing at its best. In this episode of Vista Point Advisors The...
Endurance Gives You an Edge in Competition
If you have more endurance than everybody else, it’s going to be tough to lose. Follow @chasecalhoun.realestate for more on build-to-rent and real estate investing. #realestate #investmentproperty #buildtorent #alexhormozi
Iran’s Nuclear Program Now Fully Crippled, Says Insider
I don’t do polymarket, but that is not going to happen during this U.S. administration or Israeli government watch. Iran’s entire nuclear program has been attacked (from top scientists, centrifuges, centrifuge manufacturing, weaponization, research centers, and every component of the...
New Laws Threaten LGBTQ and Abortion Content Online
Part of how they want to enact this is by rolling out mass censorship and surveillance online through things like “reforming” section 230 and laws like KIDS Act/KOSA which would remove LGBTQ, abortion content etc from the internet (and “leftists”/liberals...
Single-Cell Analysis Advances Neurodegenerative Disease Understanding
Neurodegenerative diseases at the single-cell level, a powerful tool to differentiate and better understand https://t.co/Pkz4qW0ELM @jclinicalinvest https://t.co/LiJ4FojRYZ
Green Rocket Glow Meets Moonrise in Desert Launch
For Saint Patrick’s Day, one of my favorite rocket launch photos… Black Rock Desert, NV The green glow comes from barium chloride mixed into the AP propellant. I planned the camera location in advance to bisect the moonrise, and then...
Self‑Made PC Trailer Drops for Death Stranding 2
This is the PC Launch Trailer for “DEATH STRANDING 2 ON THE BEACH.” Once again, I did the structure, editing, sound design, and mix myself. It features a track by WOODKID. Hope you enjoy it. Releasing on March 19. 🙏🙇🏻🫶😍👍...
Big Oil Uses Doom Forecasts as Lobbying Tool
Big oil has its prophets of doom. When it's unhappy, it trots them out to prophesy doom. One such forecast in 2022 was oil would hit $380 because of the G7 price cap. This is lobbying on behalf of big...
Each Rental Multiplies Your Freedom and Legacy
1 rental = proof 5 rentals = options 10 rentals = freedom 20 rentals = legacy
AI Augments, Not Replaces, Doctors in Future Healthcare
Much of the conversation around healthcare and AI right now pits doctors and AI against each other. This is the wrong framing. Yes, it is important to have studies that look at how good AI is at various tasks that physicians...
VCs Must Balance Power and Responsibility in Defense
“I don’t want to be the person they call and say, can we hit the enter button on this command. But I also don’t have a God complex.” @davidu of @a16z on the Anthropic-DoD rift, why VC has a right to...
Physician Burnout Stems From Lost Authority and Opacity
This week on Lifers, Graham Walker is “sounding the alarm” for physicians. * 50% of medical students already plan to quit before they finish school. * Doctors are becoming "factory employees," losing their authority to care for patients. * Tech focuses on the...
Farmville's 2009 Launch Revealed Why It Hooked Players
#TechTuesday. June 19, 2009. Zynga releases the game Farmville, an agriculture simulation social network game. Guess why it is so addictive. (The Deal Dragon) #Vintage #Gaming #JVGpost https://t.co/DytruPKuwH
Bob Iger’s Transformative Disney Reign Ends, Legacy Mixed
As Disney CEO Bob Iger Steps Aside, a Look at His Tenure as a Dynamic, Transformative Leader — With an Asterisk or Two https://t.co/zmQnYUUxDV via @variety
Top 80 Spotify Artists Earn 20% of Payouts
Spotify’s top 80 artists generated $10M+ each in royalty payouts in 2025. I estimate that these artists generated $2B total, nearly 20% of Spotify’s payout pool. Here’s how I see it:
Iran Keeps Shipping Oil, China Still Receives It
PHOTO(S) OF THE DAY: China is still getting (some of) its oil — and Iran its getting (some of) its money. Three weeks into the war, Iran continues loading oil supertankers from Kharg Island. (No damage visible at this resolution) Photo @CopernicusEU...
Apartment Concessions Reach Decade‑high, Signaling Market Shift
#Apartment concessions hit highest level in over a decade https://t.co/VtxRVMQc37 @RealPage @ApartmentList @Yardi @jayparsons #rent #realestate #realestateinvesting
Nuvo AI Deploys Top AI Agents for $1T Freight Market
Nuvo AI just launched the most powerful system of AI agents for the $1T+ North America truckload freight market.
FAA Adopts Part 450 for Commercial Space Launches
The FAA has transitioned to the new Part 450 licenses for commercial space launch/reentry. https://t.co/HjK7RLvyJQ
Rail Demand Remains Stable Amid Service Gains
Rail demand is muted but stable. On Talking Transports, I speak with @BNSFRailway CMO Tom Williams about service gains, rail vs truck dynamics, tariffs, the $UNP – $NSC merger — and Indiana football. 🎧 Listen - Episode 130 of Talking Transports: Apple:...
Trustworthy Property Management: A Timeless Business
Why I love our property management business: People have been building & renting out apartments at least since the Roman Empire, managing them is painful, and many owners are happy to pay someone trustworthy to do it. That’s Lindy.
CytomX CRC Data Demand Double‑Take, Not Clear Verdict
Some clinical updates tell you exactly what they are. Others ask to be read twice. CytomX’s latest CRC data belong firmly in the second category. Is the die cast? https://t.co/dfdPxx4zXs https://t.co/y9QAoahMut
ROAD to Housing Act Cuts Rental Supply, Not Increases
The ROAD to Housing Act is positioned as a housing supply creator, but for renters, it would unquestionably reduce supply.
Counterterrorism Chief Resigns, Denounces Iran War as Lobby‑driven
Trump's Director of National Counterterrorism Kent resigns: "I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel...
Delta's 20‑Minute Bag Guarantee Gets New Restriction
Delta has a great 20-minute bag guarantee, offering bonus miles if your checked bag doesn't arrive punctually. Unfortunately we've just seen a major new restriction added to this. https://t.co/Scn0aq3VzT
Coca-Cola Leverages ‘The Devil Wears Prada 2’ for Product Placement
Coca-Cola plans to serve up Diet Coke and SmartWater in 'The Devil Wears Prada 2,' and use tie-ins with the movie to drive conversations about its drinks.... https://t.co/8apnCYoH31 via @variety
FAA Halts O'Hare Expansion, United Takes Biggest Hit
FAA Just Froze The O’Hare Arms Race — And United Is The Biggest Loser - View from the Wing https://t.co/tbGjmbHAQW
2026 Home Sales May Edge Up, Not Boom
Will Home Sales Improve In 2026? Almost Certainly Yes: Because They Just Couldn't Get Any Worse When some Regions hit 30 year lows in Home Sales it's just reasonable to believe the case for a SMALL increase is real But nobody should...
Control of Hormuz Determines Global Power Shifts
I’ve found that most wars are filled with surprises, but the stakes of this conflict are obvious: it all comes down to who controls the Strait of Hormuz. We’ve seen this pattern before—with the Dutch in the 17th century and the...
Sweden Mandates Permanent Hires After Two Years
Incredibly, Sweden passed a staffing law that went into effect--I'm not making this up--Oct 2022. It requires temp/staffing firms to offer permanent positions after 24 months, & there's legal speculation there it might apply to consulting firms too. 1/2 https://t.co/xwN37kW7ne
Rising Tanker Traffic Could Shrink Brent's War‑driven Risk Premium
Great piece by @MelissaLawford in @Telegraph on tanker traffic through the Strait of Hormuz and what's going on in global markets. Brent is up 42% from before the war, a big risk premium. As oil tanker traffic picks up, this...
Two‑tier System Reshapes Oil Transport Through Hazardous Seas
THE ROAD LESS TRAVELED, OR THE WATERS MORE MINED The emerging two-tier system for moving oil through dangerous waters https://t.co/tMC9TJnD8s https://t.co/toqDQepMPK
Apply Proven Futures Methods to Shape
Analyzing the future of medicine and healthcare, especially during the rise of digital health and artificial intelligence, should rely on established futures methods that the discipline of futures studies has been using for decades. By employing such methods, healthcare professionals,...
Crafting Tech Growth Stories with Elite Data & Talent
Work with very smart people, on top of a dataset that reporters would kill for, to tell stories about economic growth and technology, with very high cultural appreciation for craft.
Former PLA J‑6 Drones Now Stored as China Advances
In this case, I think it is more likely that these are J-6 drones formerly used by the PLA that have since been withdrawn and are now stored. Chinese drones have moved on…
Weapon List Reveals Civilian‑targeting Actors, Urges Sanctions
A great list of weapons and their components used to attack civilians and civilian areas in Ukraine. It would make a great addition to sanctions lists for Russia, Iran, and North Korea. There is a list of those who target...
Trump Pushes Drug Pricing Overhaul Despite Congressional Resistance
The Trump administration is "gearing up for war" to push Congress to codify its drug pricing policy — despite little appetite for it on the Hill. Still, the pharma industry sees risk in the back-and-forth. https://t.co/DR2LotvXFq
Judge Warns Parties to Preserve Communications Amid DOJ Antitrust Scandal
It seems the judge in the Ticketmaster case, Arun Subramanian, is aware of the alleged corruption at DOJ Antitrust. He told settling parties to retain all communications. https://t.co/6Tuq2gxAJi
Trump Administration Tightens Grip on Iran War Coverage
Trump Administration ramps up press pressure over Iran war coverage —Broadcaster license threats —Disparaging rhetoric —Tightening grip over Stars and Stripes —Denying photogs Pentagon press briefing access —Using VOA to urge Iranians to rebel @axios https://t.co/kRuCYUk6Uc
Private Credit Defaults Surge to 9.2%, Outpacing 2008
Private credit default rate just hit 9.2%. That's higher than 2008 bank loan peaks. $1.8 trillion in assets, $100B in secondary liquidity. 18:1 mismatch. When exits close, panic starts. https://t.co/PTz3djlLMl
API Energy Leaders Featured in AMPP Pipeline Report
@APIenergy 's very own Allyson Cutright and Jeff Barron are published in the latest edition of the Association for Materials Protection and Performance's U.S. Pipeline Industry Report. https://t.co/NWJzGkTyTp https://t.co/dIbQDzX74t
Trump’s Missteps Reveal Diplomacy’s Critical Role
Trumps learns the hard way the importance of diplomacy and soft power… GeopoliticalGuy | Substack https://bit.ly/4rAmIyw #Geopolitics #Iran #NATO #Hormuz #Trump
Watch Taiwan Firms for Early AI Server Supply Signals
The best way to get an early heads up on AI server supply is to watch Taiwan companies. What’s even better is that they all report revenue monthly. This week I’ll be emailing out a masterclass on Tracking the Global...
Airship Revival: 21st‑Century Renaissance Takes Flight
A 21st century Renaissance in lighter-than-air vehicles? Mark Piesling examines progress in airships #avgeek https://t.co/UvkccWNHnw https://t.co/LIzyTaTGGt