Robotic Porters Deliver Luggage Directly to Aircraft
#WhosNext? Airport porters? These vehicles could carry your luggage from a check-in-counter right to the airplace. (GiGadgets) #Robotics https://t.co/Viw14CSgkp
500‑plane Boeing Deal with China Likely Delayed
Which would likely mean a 500 Boeing airplane deal with China would be pushed, too.
Red Meat in Plant-Forward Diet Impacts Aging Biomarkers
Effects of Minimally Processed Red Meat within a Plant-Forward Diet on Biomarkers of Physical and Cognitive Aging: A Randomized Controlled Crossover Feeding Trial https://t.co/hpjHcUsbtP https://t.co/Kf2yZhbmVe
Bombshell Doc Exposes Deep Antitrust Division Corruption
A bombshell document came out on Friday showing extensive corruption at the Antitrust Division. That and more, in the monopoly round-up. https://t.co/J85AjC2azt
India's Energy Security Threatened by Iran War
Iran War Energy Crisis: How Long Will India Stay Exposed to Global Insta... https://t.co/JcyDp1BD9k via @YouTube
US Mitigation Efforts Fail to Ease Hormuz Crisis
As the #Strait_of_Hormuz closure enters week three and continues to drive oil prices higher, here's a list of at least six mitigating attempts by Washington, and their impact : 1⃣ Tried to downplay the closure, saying war will be over "very...
Saudi Reroutes Oil via Red Sea Amid Hormuz Closure
♦️Here’s a striking example of how a closure of the Strait of Hormuz can reshape global oil flows—and how Saudi Arabia can rapidly adapt by diverting supplies from its eastern fields to western Red Sea terminals. ♦️A VLCC oil tanker was...
Australian Navy Unprepared, Declines Biden’s Red Sea Request
They turned down Biden’s request to do this in the Red Sea too. This has nothing to do with Trump… it has everything to do with the fact the Australian Navy is woefully unprepared to defend itself against China and can’t...
ABC Is a Dinosaur; YouTube Should Amplify True Winners
Yeah, gonna double down on this. ABC is a dinosaur. Maybe YouTube will cut down the self-gratifying bits and let the winners speak.
2026 Equity Risk Premium Update for Practitioners Released
The equity risk premium (ERP) is an essential ingredient in hurdle rates in corporate finance, discount rates in valuation and expected returns in financial planning. In 2009, I pulled together everything I know about the ERP, in a paper that...
Trump Mulls Iran Oil Depot Seizure, Escalating Tanker Bottleneck
"Trump is also weighing a seizure of Iran's critical oil depot on Kharg Island — a move that would require U.S. boots on the ground — if tankers remain bottled up in the Persian Gulf, U.S. officials say." He realizes that...
ChatGPT Builds Functional Excel Strategy Game, Outshining Claude and Copilot
Hey Excel agents from Claude, OpenAI & MS Copilot: "make me a working strategy game in excel, it should have some form of graphics" Claude made a board and acted as game master, Copilot created a board but no game, ChatGPT...
China Resumes Taiwan Encirclement Flights After Unexplained 10‑Day Pause
China Resumes Military Flights Around Taiwan After Sudden 10-Day Hiatus—Beijing hasn’t explained why it abruptly stopped what had become a routine practice, nor its resumption @joyuwang https://t.co/z19UmfOrMn https://t.co/z19UmfOrMn
Clinical Trials Randomize Experiments, Keep Standard Care for All
The dog *also* got standard-of-care treatment. Who knows what worked? Randomize some getting one-off custom vaccines but whole group gets standard of care. How ALL modern clinical trials work. If true, put big money to improve. Otherwise don’t push snake oil on...
US President Appears to Beg China for Naval Support
"Evan Feigenbaum, an Asia expert at the Carnegie Endowment for International Peace, said that, after 10 years of US warnings about the need to constrain China, 'we’re now in a bizarro world where the president actually appears to be begging...
TCR's Impact on US Housing Outpaces All Firms
The effect of TCR on housing in the USA is … a lot. Maybe more than any other firm
Navy's Ship‑decommissioning Prowess: Claim Quickly Retracted
As I’ve posted dozen of times before: the US Navy has become extremely good at decommissioning ships Ohhhhhhh, wait, hold the phone Belay my last 🎉🎉
Dubai Flight Halt Threatens Elite’s Tax‑haven Allure
*DUBAI TEMPORARILY SUSPENDS FLIGHTS AT INTERNATIONAL AIRPORT For years, Dubai, the UAE and Qatar have presented themselves as bulletproof tax havens and sanctuaries for the global elite. Just four years ago, Qatar hosted the 2022 World Cup, signaling the region's arrival...
Atlanta Airport: America’s Most Efficient, Logically Designed Hub
Atlanta is the best run airport in America, possibly the world. I don’t know why it gets hate, other than just not liking how big it is. It’s so logically laid out: one automated subway down the middle, gates in...
US Banks Hold $300B Private Credit Exposure, Wells Fargo Leads
⚠️US banks have ~$300 billion in exposure to private credit: Wells Fargo leads with $59.7 billion in loans to private credit funds. JPMorgan, which recently marked down software-linked loans and curbed lending, has $22.2 billion in exposure.👇 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-posted-the-worst-week-since-october-amid-surging-oil-prices-weekly-market-recap-trading-we
Trump Eyes Kharg Island Seizure to Cripple Iran's Economy
Trump is drawn to the idea of seizing Kharg Island outright because it would constitute "an economic knockout of the regime" — essentially defunding Tehran, according to a US official - Axios
Escorts Aren't a Sideshow; Expertise Matters in Maritime Strategy
“Escorts are a sideshow” 🤡🤡 Now I’ve been critical of our ability to surge enough destroyers to conduct effective convoys…. But “sideshow”?? And what qualifies an energy advisor to understand maritime choke points? 60 Minutes should have called Sal @mercoglianos
Timing of Operations Before or After Hostilities Matters
I'm no Clausewitz but "whether those operations would begin before or after hostilities end" seems like kind of an important detail.
Over a Third of College Women Avoid OnlyFans
40% of college aged women absolutely do not do OnlyFans. OF would love to have that many MAUs. Does this guy just go online and make stuff up all day?
Cox v Hiscox Elevates Hogan Gawker
One upped by the famous coverage case Cox v Hiscox (real coverage dispute relating to the Hulk Hogan Gawker case).
Pentagon Secures Lynas Samarium Supply for Defense by Q4
The Pentagon gets a rare earth deal with Lynas - the only reliable source of heavy rare earths outside China. They say they will be producing samarium - the stuff defence needs - by Q4 this year. https://t.co/Cjazr8r8sB
Novelis Adds Bag Houses for 85k‑ton Recycling Boost
Novelis commissions bag houses at UK plant to support an 85,000 t/yr recycling expansion before UK DRS. https://www.metalnomist.com/2026/03/novelis-commissions-bag-houses-at-uk.html
Jimmy Kimmel Condemns CBS for Stifling Free Speech at Oscars
Jimmy Kimmel Slams CBS at the Oscars for Not Supporting Free Speech and Jokes That Trump Is ‘Going to Be Mad’ That ‘Melania’ Isn’t Nominated https://t.co/HBbWNoAABn
Turn Your Colorado Airbnb Into a Snowboarding Fund
❄️ The Best Airbnb in Colorado 🏡 Before the winter is over, let your tenants pay for one last snowboarding trip down the mountains. As a real estate investors, having an Airbnb to utilize for yourself and your family when...
Nvidia CPO's Distinct Architecture Demands Error‑rate Focus over Meta Hype
One observation I have- everyone is mooning about the Meta data and it’s great. But the Nvidia CPO uses a totally different modulation architecture. The success of Broadcom at Meta is not a direct read through to Nvidia CPO. And no...
Accenture's AI Bookings Surge, Fueling Services Upside
$ACN Q2 FY2026 drops Thursday before the bell. Consensus is $2.87 EPS on ~$17.8B revenue. Last quarter, Accenture beat by $0.21 on EPS with $18.74B in revenue, $2.2B in Advanced AI bookings, and $1.1B in Advanced AI revenue. Stock is...
Global Race Accelerates Development of Directed Energy Weapons
Yes, and AeroVironment is not the only manufacture of directed energy weapons. Israel’s Rafael Advanced Defense Systems manufacturers the drone and missile proven Iron Beam. India’s DRDO working aggressively on directed energy weapons (such as the 30kW laser-DEW Mk-II(A) and...
President Manufactures Excuse, Demands Chinese Fleet Precondition
Basically, the President is looking for an excuse to back out of the trip to Beijing and thus is trying to manufacture one? How else to possibly explain demanding a Chinese expeditionary naval deployment to the Gulf as a...
War Appears Simple, Yet Its Complexity Defies Oversimplification
“Everything in war is very simple, but the simplest thing is difficult.” - Carl von Clausewitz Be mindful of “analysts” or media that oversimplify strategy, war,’warfare while not recognizing the uncertainty, fog and friction, complexity of geopolitics, and all the information...
US‑Owned, Marshall‑Flagged Bulker Bolts Through Strait
The Star Bulk bulker Star Gwyenth bolted and made the run though the Strait and out. She is Marshall Is-flagged but US owned. https://t.co/2eQ7Lwqh17
US May Abandon Region, Opt for Iran's Destruction
If China is doing this, USA might be forced to destroy Kharg and go home and leave the mess. If China and Russia supports Iran and Europa is not helping USA, then USA cannot secure a stable solution, but must...
US and Chile Launch Talks to Secure Critical Minerals
US-Chile critical minerals talks open to secure copper, lithium, and rare earth supply chains. https://www.metalnomist.com/2026/03/us-chile-critical-minerals-talks-kick.html
Women Revive Long‑Form Reading in Substack Era
I’m so here for the substack era🥹 Can we talk about it for a second? Just something so refreshing about women collectively choosing long form content over noise is doing something to my spirit. We are READING again. thinking again. enriching our minds...
Mineral Resources Launches WA's First 2026 Iron Ore Mine
Mineral Resources brings little Lamb Creek to life as WA’s first new iron ore mine of 2026 https://t.co/ChB3CftVJn
CPO Is Inevitable, Not Imminent, Now Echoed by Cisco
Cisco just based their whole presentation on my theme from a year ago that “CPO is inevitable but not imminent” - original article. https://t.co/mQzqMJLylu
Master the 50% Rule: Quick NOI, Win Deals
Stop guessing your NOI. 🛑 If you can’t run the numbers in 30 seconds, you’re going to lose the deal to someone who can. The 50% Rule is your “back of the napkin” litmus test for multifamily. If the math doesn’t...
Meta Reports 10× Reliability Boost After Fixing Gen 1 Issue
Drew Alduino from Meta presented update on reliability of Broadcom Bailey gen 1 systems. 10x pluggables once a manufacturing issue with elsfp was isolated. 40M test hours. Gen2 hardware hasn’t failed enough yet to count even with more device hours...
China’s Iran Oil Choice Shapes US Exit Strategy
Context is that China needs oil from Iran. The cacth22 is: 1. China helps: USA wants to get a fast offramp and avoid boots on the ground - will happen if China helps (then Russia is in a Catch22). China is unlikely...
New Wave of DIY Rare‑Disease Advocates Challenging Broken System
I think we're about to see a massive rise in new type of rare disease patient and parent. Someone that knows that treatments/cures are possible but they have to push against the broken system with AI/Biotech themselves. The system DOESN'T want to...
De‑escalation Signaled by Seeking NATO and China Help
Clearly, a sense of de-escalation if we are asking for help from NATO and China 🫡
Trump Backs Carr's Push to Strip News Licenses
There's a lot going on in this latest Trump post on Truth Social but he ends by endorsing Carr's threats to revoke broadcast licenses for what he calls "Corrupt and Highly Unpatriotic 'News' Organizations." https://t.co/jb2EJc9NQT
Official Claims On
This doesn't line up with any previous statements regarding the war being "won", the missile threat being "eliminated," and the U.S. not needing "late comers."
Graph AI Accelerates Longevity Drug Discovery in New Alliance
Solve Aging: Biophytis and LynxKite are expanding their alliance to use graph-based AI to speed discovery of new longevity drugs, aiming to map complex aging biology and surface novel targets for age-related disease. The “AI x longevity” stack is quietly...
Open‑source Hermes Agent for mRNA Vaccine Design
Has anyone built full open source tooling for Hermes Agent @NousResearch for Bioinformatics (mRNA vaccine design is the target)? It'll need new agent skills too. Would you use it if I built it? I have a few hours left to...
AI Beats FDA, Prompting DIY Drug Use
AI's capabilities have outpaced the FDA's capabilities to regulate it There are literal cures that can be designed and synthesized but have no way to reach the market due to regulatory/ethics blocks People will, like with Peptides, start dosing themselves & their...