China's Commodity Markets Roiled by Fuel Ban, Iron Ore Dispute
It was a big week for commodities in China. On the iran war we had a refined fuel export ban and a request to access commercial reserves. Meanwhile the China, BHP iron ore saga exploded into life again
Young Trader's £827M Blunder Toppled Britain's Oldest Bank
At 25, he was running a trading desk. At 28, he caused £827,000,000 in losses and collapsed Britain’s oldest merchant bank.
Pre‑Conflict 2026 Mortgage Locks Hovered
To give you an idea of what levels were rates locked in 2026 before the conflict started, a bunch of rate locks came in at 6.20%-6.35% @housingwire @sarahteresa6 #mortgagerates #housing #realestate #chartdaddy
Singapore Airlines Slashes Award Tickets 30% for April
Singapore Airlines Just Cut Award Prices 30% For April — Including New York, Los Angeles, San Francisco And Seattle - View from the Wing https://t.co/gRW4bh4YEY
Bezos Reveals Washington Post Layoffs Over Lavish Lunch
Bezos discussed the dramatic layoffs and change of direction at The Washington Post over a lunch of pecan-crusted halibut, sliced steak medium-rare, patatas bravas and sautéed vegetables. https://t.co/A4ZCdTp23E via @NYTimes
Lennar Sees Modest Tariff Impact as Costs Fall
After initial have a concerned reaction to tariffs back in spring 2025, most giant public homebuilders walked back their tariff concerns last summer. That commentary shift reflected a combination of factors: some of the proposed tariffs didn’t ultimately go through,...
Physical Stores Amplify Digital Efficiency, Not Replace It
Meta CPMs up 22.58%. Google CPA up 17.25% ...and suddenly every DTC brand wants a pop-up shop. The majority of brands aren't even testing physical. They're testing Amazon and wholesale. And almost every time they look at those channels as...
Philo Still Worth It After Recent Price Hike?
After Philo's recent price adjustment, is it still worth it? I've updated my review: https://t.co/iYD3gW75wi
China Launches Second Yaogan‑50 on CZ‑6A
LAUNCH at 1322 UTC Mar 15 of a Chang Zheng 6A from Taiyuan with the second Yaogan-50 satellite. The first Yaogan-50 is in a 950 km retrograde (142 deg inclination) orbit.
IEA Sets Immediate Oil Release for Asia, Delays Europe, America
IEA has provided an update on the emergency oil stock release, with details on timing, regional split, and crude/product split. Asia stocks will be released immediately. Europe / America only at the of March. Still missing is the flow rate, however....
Lennar Prices Fell 13.6% After Incentive Adjustment
If you’re active on “Housing Twitter,” you’ll likely see charts circulating this coming week that show Lennar’s average selling price down roughly -23.8% from its 2022 peak. It’s worth noting, however, that the figure reported by Lennar is net of...
France, UK Reject Trump's Navy Request; China Keeps Oil Flow
France says ‘no’ to Trump on sending navy ships to the Strait. And the UK whom he denigrated the week before? And China? Yes, China whose oil supply continues. Tangled web.
Britain Decentralized Aircraft Production to Thwart Luftwaffe Attacks
When England made its aircraft production go decentralized to protect it from the Luftwaffe: 🇬🇧 https://t.co/vDvPBs6r2t
Oil Types Matched with Suppliers and Buyers Revealed
Everyone is talking about energy and oil. Here is matching oil type, supplier and buyer as illustrated. More featured on today's Chartbook Top Links in the comment below. https://t.co/9AaIiv57Qe
Grammarly Sued for Secretly Using Daughter's Name in Suggestions
Our daughter Julia Angwin on how Grammarly has used her name to make suggestions...without her knowing that her name was used, or seeing the suggestions. It is appalling. Why I’m Suing Grammarly https://t.co/eJzSaOrBS3
Excitement Meets Skepticism: Will Budget Meet Reality?
The fan in me loves this. The analyst in me is a lot more skeptical about the commercial prospects. Hopefully the budget matches the reality.
Approve Longevity Drugs for Disease First, Then Expand to Aging
The only sustainable path to development of longevity therapeutics is to get the potential longevity drug approved for a disease, then go for indication expansion and study it in the context of aging at different doses and regimens. To be...
U.S. Leaders Misjudge Modern Limited Wars
"Generals and political leaders know what they are doing in a limited war. U.S. leaders in today’s middle-sized wars do not.' robert d kaplan https://t.co/liIZyBVyXU @ForeignAffairs
Pakistani Viewers Surprisingly Tune Into Indian Finance Channel
Who would have thought that people from Pakistan would have liked watching a paid Indian finance channel? https://t.co/iWTxxGDZmx
From WWI Convoys to Invisible US Navy in Gulf
🚨Return of the Mayflower🚨 On May 4, 1917, six US destroyers of Destroyer Division Eight under Commander Joseph Taussig arrived in Cobh (today Queenstown), Ireland. The ships were the first of a vanguard of 35 American destroyers that arrived in Europe after...
Psilocybin Aids Smoking Cessation; New African Psychedelic Mushroom Found
Psilocybin seems to help tobacco smokers quit; Scientists discover a new species of psychedelic mushroom in Africa https://t.co/E5d2aUHoUQ
New Strategic Vision Calls for Dominant US Navy
A superb article by @JeffVandenengel outlining an overarching strategic vision for the U.S. Navy in a renewed age of contested sea control. Much-needed - and hopefully much-heeded. https://t.co/7RLK6eTG0I
IEA Nations Confirm Massive Oil Release, Need Hormuz Opening
IEA countries have now confirmed their contributions to our largest ever oil stock release This brings unprecedented additional volumes of oil to the market from 16 March onward. However, opening the Strait of Hormuz is vital for a return to stable...
Deconstructing Psychedelics to Engineer Non‑Hallucinogenic Therapies
How do you break psychedelic molecules into parts, like cars in a chop shop, and build new ones? A look into non-psychedelic psychedelic medicine by Clayton Dalton, an ER doc and Ferriss-UC Berkeley Psychedelic Journalism Fellow @ucbsoj & @SciPsychedelics https://t.co/b7R4aTNdyf
One Story, Endless Revenue: Create Once, Distribute Forever
Disney made The Lion King in 1994.... Then they made it again in 2019 with a completely different cast. Both were massive. Same story. Different distribution. Create once. Distribute forever.
AA Pays $4K to Relinquish Seat, Still Div
American Airlines Offered $4,000 To Give Up A Seat To Aspen — The Flight Diverted Anyway - View from the Wing https://t.co/brOlQ1bdWb
Space Launches Surge: 4,500 Objects in 2025
As many of you know, I’m thinking more about the Space-Tech intersection with national defense and physical AI era we are about to be entering in. SpaceX’s IPO is symbolic. The race of rocket launches is about to accelerate wildly in...
A24's Undertone Delivers Record ROI on Opening Weekend
#A24’s over-performs at US #BoxOffice with their new R-rated #Undertone, after grossing SPECTACULAR 9.3M over just 2.570 theatres on #5 BIGGEST 3-day Opening weekend in #A24’s history, and almost on par with 2023 #TalkToMe’s 10.4M debut, with a solid $3.6k...
Low‑budget Horror Nets $9.3M Opening, Hits #3 Nationwide
Solid $9.3M opening wknd #boxoffice for paranormal fright flick #undertone. Produced for only $500k, A24 release takes #3 spot nationwide and is already a moneymaking horror hit.
Europe Spent €800bn on Fossil Subsidies; Clean Energy Needed
Here we are again. In 2022–23 Europe spent €800bn subsidising fossil fuels to keep energy bills down. Imported fossil fuels mean volatile prices. The real solution is not new suppliers but a shift to clean energy. https://t.co/c6n2Q03PO1
Aegean Loses Two Airbus A321XLRs Originally Meant for JetBlue
Greek Star Alliance airline Aegean was supposed to take delivery of two Airbus A321XLRs initially intended for JetBlue, but that's no longer happening. Here are the details of this strange development. https://t.co/5iPVlFCR8X
Typeless AI Guarantees HIPAA & GDPR Privacy by Design
Typeless is now officially HIPAA and GDPR compliant, and that is a bigger deal than it sounds. Most AI tools can't say that. HIPAA protects your health data in the US. GDPR protects everything in the EU. Passing both means your data...
War on Iran Sparks Unprecedented Supply Chain Uncertainty
The US-Israeli war on Iran, is heavily disrupting fertilizer, aluminum, semiconductor inputs, and other key industrial supplies. Supply chain expert Nick Vyas: “We have created equal if not greater uncertainty than during the pandemic.” TRUMP’S WAR = AFFORDABILITY PROBLEMS. https://t.co/zziB6qAr5L
U.S. Pacific Quick‑Response Force Gaps Amid Deployments
‘With an East Coast expeditionary unit supporting the war in Venezuela and the 31st Marine Expeditionary Unit deploying to the Middle East (the 31st is usually based out of Okinawa, Japan), there will be no quick response force to aid...
Bandwidth May Bottleneck Outdoor AI Beyond 5G
Will outdoor AI use cases, particularly when we get to “world view” based AI, overwhelm 5G ? Satellite uplinks ? And make many of those use cases, unusable ? Is the bottleneck going to be bandwidth ?
Iran Attacks Hint at Sixth Shock, but Prices Modest
"This month’s attacks on Iran point to a sixth global energy supply shock, but the rise in crude oil prices to date does not represent a shock of the magnitude seen in earlier episodes. At $100bbl, Brent crude is less...
Iran's Reliability Questioned After Houthi Betrayals
Can Iran be trusted that any ship can pass except US and Israel.? Here is how trustworthy their Houthi allies were.
F-35 Software Upgrades Stagnate, No New Capability Delivered
We break- DoD test office annual report: Attempts to provide upgraded software for F-35 jets have “stagnated” and no new combat capability was delivered last year, according to the Pentagon’s testing office, even as the fighter jets fly missions over...
Oil Shock Boosts Dollar, Weakens Euro and Asian Currencies
I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it...
Thompson Secures Major Lufthansa Group Seat Deal
Thompson is the big winner in Lufthansa Group's latest business seat choices, as management snaps up off-the-shelf Vantage XL for Discover Airlines, Edelweiss and Lufthansa's A380s. ZIM, RECARO and Panasonic have also secured work packages. https://t.co/aDYxUsv2V0 #PaxEx https://t.co/hViBepGRYW
Secure IoT: Segment, Encrypt, Monitor to Reduce Exposure
IoT devices extend the attack surface deep into operations, connecting sensors and industrial assets to critical data flows. Weak passwords & unpatched firmware create systemic exposure, so segmentation, encryption, and monitoring become structural controls Microblog @antgrasso https://t.co/YHrFUmPna8
Air
Air-based photovoltaic-thermal system can achieve significant energy savings in buildings #energysky -- via pv magazine global: https://t.co/8Kr4yYWSUZ https://t.co/g2KHuOb4Q1
Virginia Adopts 12‑week Paid Family Leave Law
VIRGINIA PASSED PAID LEAVE 🎉 An employment lawyer explains how it works: ✅ 12 weeks of paid leave per year ✅ 80% of wages ✅ max $1,444 per week ✅ for birth, bonding, medical recovery, medical caregiving, DV Welcome to the club, Virginia. Some...
Two LCS Mine‑Countermeasure Ships Deployed to Malaysia Amid Regional Pullback
So 2 of the 3 Littoral Combat Ships outfitted with the mines countermeasures package is in Malaysia? Not sure about Canberra but this seems like a strange time to pull a major element from the region.
Regulators, Not Pharma, Block Self‑Testing Experimental Therapies
The Enemy isn't Big Pharma. It's the FDA and Regulators who won't allow you to test experimental therapies on yourself (or your dog). Even if it's life or death.
Oil Shock Resilience Masks Sectoral Strain on Airlines, Farms, Autos
The WSJ reports: "The U.S. economy is less exposed to oil shocks today than in prior decades." But, today’s economy shows strain in airlines, farms, autos. Airlines face soaring fuel costs. Farmers face higher fertilizer prices. Rising gas prices threaten US autos. https://t.co/bOpYCs0pCD
Iran Conflict Freezes U.S. IPO Pipeline This Week
Iran war chills the IPO market: No companies expected to price in the U.S. this week
Berman Defends H.I.P. Rule, Outlines Expansion, Media Talks
New pod: NWSL commish Jessica Berman defends the league's "High Impact Player" rule, sheds light on expansion plans and dives into coming media rights negotiations. https://t.co/JC3OmIxnfx
Trump's War Centers on Oil Control, Ignoring Climate Costs
The central focus of The Trump War being oil access and delivery and control against this backdrop of climate impacts from fossil fuels…
Gas Prices Surge 23% Since War Began
The @wsj on one of the most sensitive prices across the economic, political and social landscape: “Average regular gasoline prices nationally were around $3.68 a gallon on Saturday, according to AAA, a 23% increase from before the war started at the...