Social•Mar 2, 2026
MAGA Embraces Solar Amid Rising Bills and AI Competition
MAGA is learning to love solar -- as the right's anti-solar crusade is making utility bills higher, giving China an advantage in the AI race, and fueling U.S. dependence on imported energy. Key MAGA voices urged a pivot. It is happening. https://t.co/2Ygo5VnI1u
By Evan Halper
Social•Mar 2, 2026
Russian Rail Freight Plummets, Flagging Economy Amid War
Russian rail freight. Drops. Sign of economy. Exports. Russian Railway. Large employer. What comes next? For economy. For Ukraine war.
By Tom Craig
Social•Mar 2, 2026
Starlink's German Pivot: Why Lufthansa and DT Switched Fast
My new blog post on Starlink's German alignment: why have both Lufthansa and DT changed their minds in short order? https://t.co/KFmPPokCry
By Tim Farrar
Social•Mar 2, 2026
Exercise‑derived Muscle Vesicles Boost Brain Microglia, Improve Cognition
A new mechanism for improved cognitive function from exercise in the Alzheimer's disease model Skeletal muscle EC vesicles interact with the brain and rev up microglia function https://t.co/eZu14YVasY
By Eric Topol
Social•Mar 2, 2026
Middle East's Air Defense Gap Threatens US, Gulf Allies
Joined @kaileyleinz and @JMathieuReports on @BloombergTV last night to discuss the enormous need for air defense in the Middle East and what it means for the US and Gulf states — and Trump’s timeline. https://t.co/ZR6raiPXzJ
By Becca Wasser
Social•Mar 2, 2026
Macron Unveils Europe’s ‘Advanced Deterrence’ Nuclear Strategy
French President Emmanuel Macron has just given a truly remarkable speech on France's nuclear policy at a moment of great anxieties in Europe. I wanted to offer an early comment. Welcome to the age of 'Dissuasion Avancée' in Europe. https://t.co/LbQCrmiZld
By Ankit Panda
Social•Mar 2, 2026
ISM Prices Hit 70.5, Steel and Aluminum Costs Surge
ISM prices surged by 11.5 pts to 70.5, highest since Jun 2022. ISM said higher px for steel & alumin drove px index. That is unsurprising & has been evident in PPI data since Liberation Day. For manufacturers, the cost...
By Omair Sharif
Social•Mar 2, 2026
Paramount's Secret Weapon to Overcome Warner Deal Hurdles
Out @Lmanfredi7 lays out the path for Paramount to clear the Warner deal- the hurdles and the company’s secret weapon.
By Sharon Waxman
Social•Mar 2, 2026
2030s May Open Homeownership for Gen Z, Despite Racial Gaps
Is Gen Z completely priced out of homeownership, or are market shifts creating new opportunities? Analyzing the latest economic data reveals significant racial disparities and supply trends that suggest the 2030s could be a pivotal decade for young buyers. https://t.co/hWYTDWyAf9
By Fairweather PhD
Social•Mar 2, 2026
Refinery Stock Breaks Out Amid Strong Energy Uptrend
$PSX Daily. Refinery stock popping up and out of tight falling channel in context of overall strong uptrend as energy surges. Far from extended https://t.co/Deqj2QXqRJ
By chessNwine
Social•Mar 2, 2026
Paramount Keeps HBO Intact After $110B Warner Merger
That’s a relief: Ellison said, “Our viewpoint is HBO should stay HBO. They built a phenomenal brand. They’re a leader in the space, and we just want them to continue doing more of it.“
By Sharon Waxman
Social•Mar 2, 2026
MA Apartment Starts and Acquisitions Set to Plunge in 2026
Easy prediction: New apartment construction starts and acquisitions will plunge across Massachusetts in 2026 until after the potential November ballot measure on rent control is decided. https://t.co/PNqV8oMkvq
By Jay Parsons
Social•Mar 2, 2026
Human Trust Beats AI in Patient Engagement
I keep seeing AI-pilled people arguing that AI agents will magically solve patient engagement - but it won’t. If it were that easy, non-Tech solutions would’ve solved it already. At @SeamlessMD, I’ve spent the last 13+ years working with health systems...
By Joshua Liu, MD
Social•Mar 2, 2026
Bond Yields Spike, Markets Remain Unpredictable Amid War
War & Mortgage Rates: We're All Along For The Ride Since I am old & have been around for many Geopolitical Events I have learned 2 things: - No one knows exactly how things will turn out - The initial reaction of Financial...
By Ron Butler
Social•Mar 2, 2026
Paramount Merges HBO Max with Paramount+, Retains Cable Assets
New: Paramount Will Combine HBO Max and Paramount+, Won’t Sell or Spin Off Cable Assets https://t.co/o9Loe8qBMA
By Sharon Waxman
Social•Mar 2, 2026
Asia's Tanker Demand Spikes Amid Middle East Conflict
Tanker demand. To rise for alternative suppliers for Asia. Tanker rates were high before the war. And now…
By Tom Craig
Social•Mar 2, 2026
David Ellison’s Rapid Media Empire Raises Strategic Questions
Our @mlcalderone drills down into David Ellisons vast new media power. What will he do with it?
By Sharon Waxman
Social•Mar 2, 2026
AI Drafts Bulk Product Copy; Humans Ensure Accuracy
I was discussing how to migrate 460 tree nursery product descriptions to a new website. The team's first instinct was to just copy everything over and tweak it manually. That's... a lot of tweaking. We landed on a different approach: export all...
By Paul Boag
Social•Mar 2, 2026
Memory Shortage Persists in ISM Manufacturing Survey
Memory shortage reported back to back months in the ISM Manufacturing Survey. I suspect this will be with us for a while.... https://t.co/RUpjKtiOJ6
By Skanda Amarnath
Social•Mar 2, 2026
Flatbed Truckloads Surge 61% on Manufacturing Demand
YoY truckload volumes, by mode: Flatbed +61% Reefer +17% Van +3% Flatbed volumes are at all time highs, led by manufacturing and heavy industry, not housing https://t.co/qst2cb1rhu
By Craig Fuller
Social•Mar 2, 2026
Sweden Leads NATO Air Policing Over Iceland
Here in Iceland, where 4 the first time, Sweden has taken command of a NATO Air Policing deployment. 6 x Gripens, 100 personnel plus counter drone and fighter controllers to protect airspace. "Need to make sure we are ready to...
By Tim Robinson
Social•Mar 2, 2026
China's Submarine Build‑up Threatens U.S. Mainland
We break on Navy intelligence head view: The Chinese Navy has “dramatically increased” submarine production and could soon deploy a new vessel that’s able to hit “large portions” of the US with nuclear missiles from Chinese waters, according to the...
By Tony Capaccio
Social•Mar 2, 2026
Middle East Handles 13% of Global Flight Capacity
Iraq, Iran, Israel, Lebanon, Kuwait, Bahrain, Saudi Arabia, Qatar, Oman, UAE & Jordan make up a staggering 13.2% of scheduled flying capacity globally and the sheer volume flowing through the ME underscores its centrality to human transportation. https://t.co/yvNyuskXyH
By Jon Ostrower
Social•Mar 2, 2026
Consultancies Remain Vital Despite AI Developer Tools
Yes, systems integrators and global consultancies need to make big changes. But a dev armed with Claude doesn't replace their value overnight. This post (and graphic) reminds us of how deep these vendors are with their clients ... https://t.co/KYjcwTYoxd https://t.co/RTDrMZUI3V
By Richard Seroter
Social•Mar 2, 2026
Consolidation Saves Space, But Disrupts Clinical Documentation Trust
System consolidation looks efficient—until you count the cost of disruption. Strong view from @Provationmed on why migrating away from purpose-built clinical documentation puts adoption, revenue, and trust at risk. ➡️ https://t.co/WahjLaV8Wl #ClinDoc #CIOInsights #HITSM
By Colin Hung
Social•Mar 2, 2026
Rare Asset May Not Return Soon, Says Sarandos
💯 Priceless quote from Ted Sarandos ending his post-mortem interview with @Lucas_Shaw Lucas: "If you feel like this is a rare asset, that also means that an asset like this may not come up again anytime soon, right?" Ted: "Possibly. Or...
By Rich Greenfield
Social•Mar 2, 2026
Gas Prices Spike 50%—Imported Fuel Dependency Exposed
Gas prices up by around 50% today. A painful reminder that relying on imported fossil fuels is a risky strategy. https://t.co/uXkWNMXbeQ
By Jan Rosenow
Social•Mar 2, 2026
25 German Vessels, Including Two Cruise Ships, Trapped in Gulf
The Association of German Shipowners (VDR) reported that at least 25 ships from seven German companies remain in Gulf waters, including two cruise ships carrying roughly 7,000 passengers who are unable to safely exit the region. https://t.co/Jm1JQWRcIE
By Mike Schuler
Social•Mar 2, 2026
Google Discover Gets Major Profile Updates – New Article
Nice new article on Google Discover and the latest Discover profile changes by my teammate @JohnnyHerge https://t.co/iQap8dufeJ
By Lily Ray
Social•Mar 2, 2026
Altos Single-Family Inventory Drops 1.4% Weekly
Final Look at Local Housing Markets in January Altos: Active single-family inventory was down 1.4% week-over-week https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-899
By Bill McBride (Calculated Risk)
Social•Mar 2, 2026
Official's Nuclear Claims Marred by Technical Inaccuracy
I can understand what this official is saying but good lord this official has a feeble command of the technical details.
By Jeffrey Lewis
Social•Mar 2, 2026
ReSeedPartners Hits ‘Default Alive’ Milestone, Validating Model
Very good post @ReSeedPartners, the platform some partners and I started ~3 yrs ago to seed emerging real estate operators, recently reached "default alive", reminding me yet again how powerful a position that is
By Moses Kagan
Social•Mar 2, 2026
Paramount's UFC Deal Returns Fights to HBO
Paramount boss David Ellison confirms their @ufc agreement enables them to put fights on @HBO, sorta brings HBO back to its fighting roots @BrandoLightShed $PSKY $WBD https://t.co/Dph8xQXjcP
By Rich Greenfield
Social•Mar 2, 2026
Subq Inventory Expense Shifts Income, Potentially Doubles TAM
Note for $TGTX, this year has $100m in expenses building inventory for Subq - from a theoretical accounting perspective should really be capitalized (and then written-off if failed or amortized in year of sale), but in actuality gets deducted from...
By Peter Suzman
Social•Mar 2, 2026
Breaking English Monopoly: Live Multilingual Trade Translations Launch
For the last 250 years, English has been the language of global trade. Flexport Translations changes that, allowing importers and exporters to communicate in their own language with live translations (powered by @grok) so they can understand each other. We've...
By Ryan Petersen
Social•Mar 2, 2026
ECB Signals Quick Rate Moves Amid Gas Surge
The Fed has been quiet but THIS ECB comment shows you how central bankers are thinking about the rise in oil/gas prices Minutes after European natural gas surged 50%, an ECB Governor said they’re ready to “move quickly” on rates. Energy spike...
By Kathy Lien
Social•Mar 2, 2026
Critical One Energy Reclaims Full Control of Namibia Assets
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
By Hedgehog Trader (Nicholas Winton)
Social•Mar 2, 2026
Massive M&A Spree: Premium Deals Across Sectors
Today's M&A notes - $WBD to be acquired by $PSKY for $31.00, 147.2% premium, $110bn - $AES to be acquired by GIP / EQT / CalPERS / QIA for $15.00, 35.5% premium, $33.4bn - $ASCU.to to be acquired by $HBM.to for 0.242x shares,...
By Julian Klymochko
Social•Mar 2, 2026
Suez Canal Transits Slip 7% Amid Middle East Tensions
Suez Canal transits. By vessel types. Will the next one show the impact of the US-Iran war?
By Tom Craig
Social•Mar 2, 2026
Banning Kids From Social Media Harms Everyone
The world wants to ban children from social media, but there will be grave consequences for us all by @TaylorLorenz https://t.co/Oop5i0wy6J
By Jeff Jarvis
Social•Mar 2, 2026
Aardvark Pauses Pivotal Prader‑Willi Trial over Safety
Safety concerns spur Aardvark to halt key Prader-Willi drug trial https://t.co/PWkOuDMIvo $AARD - 52% $SLNO
By Ben Fidler
Social•Mar 2, 2026
Vaccine Pioneer Warns: We’re Heading Downhill.
Stanley Plotkin, known as the “godfather of vaccines,” in an interview with @HelenBranswell: “All I can say is that I’m beginning to regret having lived so long — because we’re going downhill.” https://t.co/A2zcoP2Ghd
By Bob Herman
Social•Mar 2, 2026
Oil Shock Threatens Inflation, Yields, Market Deleveraging
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
By Kathy Lien
Social•Mar 2, 2026
Antibody Plus Ozempic Drives Significant Weight Loss
New @NatureMedicine A randomized trial of antibody vs activin type II receptors with or without semaglutide (Ozempic). The antibody, bimagrumab, promotes muscle growth. Marked weight loss with the combination https://t.co/XUK93GTAmA
By Eric Topol
Social•Mar 2, 2026
Disney/Hulu/ESPN Integration Will Appear Easier than Expected
Prediction: this will make the Disney / Hulu / ESPN DTC integration, which has taken 5+ years and with a lot of tough decisions to make along the way, look like a walk in the park. And that's before considering...
By Alex Morris (TSOH Investment Research)
Social•Mar 2, 2026
Lemonade Launches AI BS Detector to Cut Insurance Hype
Many insurers are issuing AI press releases. It's all very exciting. So at @lemonade_inc we built an AI BS detector: three KPIs, public data, no spin. It won't boost our popularity. It might boost your returns. https://t.co/Ua8vWxkObh https://t.co/xzazrKJ9zB
By Daniel Schreiber
Social•Mar 2, 2026
MWC26 Highlights Global Telecom Regulation Over Spectrum
Very interesting to listen into the #MWC26 session on global regulation and policy Featured @GSMAPolicy regulatory chief John Giusti with @ITU and @OECD directors Again, discussion was general telecoms (& AI), not mobile specific No banging on about more 5G / 6G...
By Dean Bubley
Social•Mar 2, 2026
T‑Mobile, Qualcomm Accelerate AI‑native 6G for 2029
.@TMobile and @Qualcomm are expanding our strategic collaboration to accelerate the path from 5G Advanced to AI-native 6G — targeting commercialization in 2029. Advanced connectivity. Integrated sensing. We’re leading the next era of wireless. https://t.co/uliuBDzUfm
By John Saw
Social•Mar 2, 2026
Tune in 11 Am ET for Operation Epic Fury Discussion
Join me at 11 am ET this morning on @MSNOWNews to speak with my friend @AnaCabrera to discuss the latest with Operation Epic Fury.
By John Spencer
Social•Mar 2, 2026
Veteran Vaccine Pioneer Warns of Eroding Confidence
Stanley Plotkin had a major hand in the development of a number of vaccines in use today; he designed the rubella vaccine. He remembers the world before widespread use of vaccines & knows what's coming as vaccine policy is rewritten...
By Helen Branswell