India Poised to Lead Amid New Global Oil Crisis
The global map is being redrawn, and India is right at the center of the new oil crisis. With our non-aligned status, we are in a rare position to take the lead. Dive into the full analysis of what happens next Link :https://t.co/DLCtu6neNt
Middle East Crisis Threatens Global Heavy‑Industry Supply Chains
"The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry" - my own expert comentary on a recent interview with Maersk CEO Vincent Clerc, and the impact on key heavy industries and supply chains they...

Exploring Tomorrow's Medicine with Global Leaders at ATOM
So proud to be on stage again with Serena at the ATOM event in LA talking to our dear friends Vartan Sarkissian and his father President Armen Sarkissian of Armenia 🇦🇲 about the future of medicine and healthcare 🧬 ATOM...

Hardcore Team Grinding Late Night on Progress and 5050
Friday night 8pm. @moxon is editing Progress. @Aleborda21 & @aniascigalska are perfecting 5050. Our team is hardcore. https://t.co/4TPG20n56L
Beijing‑Pyongyang 24‑Hour Train Resumes, Easing Ties
The 24-Hour Train Between Beijing and Pyongyang Is Back on Track—The resumption of railway travel restores some normalcy to a rocky relationship between North Korea and China @timothywmartin @chuqin_jiang https://t.co/A8nPnkjONl https://t.co/A8nPnkjONl

US LNG Demand Soars, Venture Global Expands Plant
MORE US LNG EXPORTS 🇺🇸 🚢 Venture Global will move forward with an $8.6 billion expansion of its third LNG plant in Louisiana Global demand for US LNG is surging as the war in the Middle East cuts off shipments from...
China Condemns US Strike on Iranian School as Immoral
China says US attack on Iranian elementary school "crosses the line of human morality." https://t.co/pcQfdX0fkb
Meloni Announces Italy's Pullout From US‑Led Middle East War
Giorgia Meloni: "Italy will withdraw the army from US led adventure in Middle East and will not participate in the war against Iran" https://t.co/x1YgtP4TM1
Marine Corps Post Aligns with Middle East Deployment News
What a coincidence the Marine Corps posted this tonight, after news of a deployment to the Middle East earlier today ...

Short‑term Rentals Barely Affect Sacramento Housing Supply
The share of Sacramento's housing stock that is a fully dedicated to short-term rentals is a rounding error, a fraction of a percent. This isn't about housing affordability and it's funny how many people involved are pretending like it is....
Dinawan Solar Farm Joins 14 Projects in State Investment Round
Australia’s Dinawan solar farm among 14 projects in state investment round #energysky -- via pv magazine global: https://t.co/xbrjeqgLOx
U.S. Keeps Troops In, Trump May Just Quit
“U.S. officials, however, say privately there are no plans to withdraw forces—more Marines and warships are headed to the region—and some expected the fighting to last weeks or longer. Another scenario, the officials said: Trump simply declares victory and calls it...

Digg's Reboot Falters: Underestimated Reddit, Bot Chaos
The Digg reboot has failed. According to the message on the website, it was due to underestimating both the network effects of incumbents like Reddit and how bad the bot problem is on the internet today.

E195‑E2 Eliminates Middle Seats with Roomy 2‑2 Layout
No middle seats on this aircraft. The Embraer E195-E2 gives you either a window or an aisle — that’s it. No middle seat drama. With a comfortable 2-2 layout, PW1900G geared turbofan engines and up to 5,500km range, this “small” jet quietly...

Micro‑influencer Claims Kat Abughazaleh Linked to Dark
Elizabeth Booker Houston, a micro influencer who took part in Chorus’ undisclosed dark money influence scheme, is now implying that @KatAbughazaleh was ALSO involved with the dark money influence scheme. She cites Kat’s own filings, but that’s not what the...
Utility Delays Restoration; Hours Pass, No Power
Several hours into the power outages here and according to my utility’s website they haven’t even begun the restoration process yet. Zero homes restored in 8 hours. Thousands without power. This is going to be a long outage.
Undisclosed Dark Money Influencers Undermine Democratic Transparency
This is exactly why influencers accepting dark money and participating in dark money campaigns without disclosure is so bad for democracy

Oil’s Gold Ratio Stagnates, Signaling Higher Resource Prices
Despite the recent rally, oil priced in gold has barely budged. That puts into perspective how undervalued oil may still be. And no, this is not negative for gold. If anything, it reinforces the idea that we are entering an era of structurally...
Democracy Docket Treats Readers as Community, Not Consumers
Corporate media like the Washington Post see their subscribers as consumers. Democracy Docket sees them as a part of a pro-democracy community. Subscribing to DD is always free. Membership is $10mo. No algorithms. No games. Just the info you need. https://bit.ly/4r9A45t

Data Supply Chain Becomes Critical Backbone for Chip Development
#Technology #Thread #Semiconductor #Manufacturing #Silicon The Semiconductor Let Us Learn About Data Supply Chain: 1/ - The Semiconductor Data Supply Chain Is Becoming A Critical Layer Of Modern Chip Development And Manufacturing. - It Connects Design Data, Process Data, Test Data, And Analytics...
Iran Stands Firm; China Faces Bigger Oil Risks
The threat to destroy Kharg Island won't convince Iran to back down. But it might convince China to convince Iran to back down. Oil prices may harm the US, but an actual oil shortage or global recession will hurt China.
Outrage Fuels Extremism: Bigger Shocks Needed for Same Buzz
It's all about the clicks. Outrage is like a drug--every time you do it, the effects are a little weaker. So you need a bigger hit, to be even more outrageous to get the same buzz. That is a big part of what...
Exposing Freight Fraud: Real Stories of Theft
Newest FW show: Fraud Watch We will cover the crazy stories of theft and fraud that have become so pervasive in freight

Bulgari Paris Tops €7,400 Nightly Luxury Price
Max rates for the Bulgari Hotel in Paris In what circumstance would you spend €7400/night on a room? https://t.co/8wsVLiI5Xr

Trump Claims Kharg Island Military Targets Destroyed, Oil Untouched
Trump says military targets on Kharg island obliterated. Oil infrastructure not touched - for now. https://t.co/96z56gVY1g
US Hits Kharg Island, Iran’s Shipping Interference Pivotal
US took out military targets on Iran’s important Kharg Island. Left oil infrastructure. IF Iran stops interfering with the flow of ships. Game changer?

US Shifts SPR Strategy From Sale to Loan Exchange
The US gov seems to have changed its mind about the terms of the use of the Strategic Petroleum Reserve: Earlier this week, it announced a **SPR release** (an outright sale, and the method used in the emergency actions of...
KC-135 Sightings Highlight OPSEC Lapses in Signal Chat
Earlier today someone was like “hey there’s a bunch of KC-135s in the area. Something’s afoot” and that seems bad for OPSEC. Then again, there was that Signal chat

Deadly Export Bill Would Stifle AI Supply Chains
Glad this was killed. It was the worst export bill I’ve ever seen floated in a decade. I was discussing this in DC this week. It would have required every company in the supply chain the get permission to ship...

Japanese Builders Accelerate U.S. Homebuilder Acquisitions
WOW. ANOTHER ONE. Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month This week, Japan-based Hajime Construction agreed to buy Utah-based Wright Homes My latest for ResiClub: https://t.co/FgJwjNewbx
The Chip‑Making Beast Powering Modern Tech
Meet the Chip-Making Beast That Powers Modern Technology by @tweetciiiim #Innovation #TechForGood #EmergingTech #Technology https://t.co/nEHwSNOGen

Strait of Hormuz Blockade Endangers Fertilizers, Aluminium, Plastics, Helium
It's not just oil and gas. What other crucial commodities are under threat from the blockage of the Strait of Hormuz? Fertilisers, aluminium, plastics, helium and more. https://t.co/H1tRNgqzv6

Lennar Slashes Prices to 2017 Levels Amid Market Sl
What it Takes to Sell Homes in this Market: Lennar Cuts Average Selling Price to 2017 Level Lower margins, lower revenues per sq.ft., lower construction costs. “We're adapting to market conditions as they are not not waiting for the market to...
White House Admits Plan: Bomb Kharg Island Amid Hormuz Closure
OK, I suppose we should admit the White House was right, and, all along, they did have a plan to deal with the closure of the Strait of Hormuz. Bomb Kharg Island.

Sturgill Announces Record-Breaking First-Week Album Sales
The “physical window” has arrived. Sturgill: “We have already had what those that follow charts refer to as the biggest first week of any album in my entire career…and first week technically just started today. https://t.co/Nf3MPZx68q

Markets Stay Optimistic Despite Unprecedented Oil Volume Shock
New at THE OVERSHOOT: Markets Are Still Sanguine About the Oil Outlook https://t.co/QsizGVkoI5 Prior oil shocks in 1973 and 1979 involved far larger price increases than what we have seen so far. Yet this shock involves a hit to volumes that is unprecedented...
Trump Claims Indefinite Iran War, Says U.S. Ahead
Trump's timeline for the #Iran war: "As long as is necessary..." "Militarily, we're WAY ahead of schedule..."

Trump Claims He Ordered Strikes on Iran's Oil Hub
Trump says he has directed strikes on Iran's Kharg Island, an oil hub. There has been widespread speculation it could be targeted for strikes, U.S. seizure or both. https://t.co/qO3H1olaiI

Iran War Costs $2 B Daily, Claiming American Lives
This war with Iran is already costing nearly $2B a day and is continuing to take more American lives. Find my take on Iran in my latest substack, “This Time Is Different”: https://bit.ly/SimplyPutSubstack
Government's 71% Fee Threat Sparks Outrage
Leaving aside the bad precedent (govt threatening to shut down a co unless it gets paid), the fee itself is kinda insane. The entire enterprise value was only around $14 billion. So this would be a 71% “banker’s” fee.

Supreme Court Declares Trump Tariffs Illegal, Refunds Delayed
The Supreme Court ruled that Trump’s reciprocal tariffs were ILLEGAL. Now, the US government is slow walking the refunds Americans are due. Once the government illegally taxes you, it’s hard to get a legal refund. https://t.co/crKDhGMBIe
Canada’s New Arctic Strategy Mirrors Past Promises
Canada Launches New Arctic Strategy That Looks A Lot Like the Old One Prof Rob Huebert, @UCalgary, says Trudeau and Harper promised many of the same things MarkJCarney is now promising. Who will deliver? #cdnpoli https://youtu.be/gGxKucgI0Rc
U.S. Airline Capacity Up 32% Yet Fuel Use Stagnates
This is the first in a series of data visualization projects we're rolling out from @theaircurrent. Amazing to chart the increase in efficiency in U.S. (and see the shocks) while capacity has increased 32% and airlines are burning nearly the...

Colorado Governor Prioritizes Cutting Costs to Boost Affordable Housing
Coloradans care about housing - a lot. That’s why I’ve made reducing costs one of my top priorities. From my time in Congress to cutting red tape as Governor, we’re taking action to create more housing Coloradans can afford—because everyone...
Banks Fund Old‑school Firms, Ignore Modern Ventures
banks won't touch: – your nightclub – your shopify store – your crypto token banks trip over themselves to fund: – plumbing company with 30 years history – logistics business with 5 contracts – clinic doing $500K/year know the game
Partial Recap During Growth Boosts Valuation and Upside
Because founders are famously optimistic about the future of their business, selling their company during a growth phase may feel like giving away too much upside. A couple things to think about in this case: 1. A liquidity event is...

Mortgage Rates
Rate locks between 6.20% - 6.35% corrinadting with positive purchase application data and weekly pending sales all year long, so far, yes. At 6.41% today is the first day that pricing is above the September 17th, 2025 data point https://t.co/lqWqldYe3s
From Mortgage Worries to Running a 9‑Person Firm
We have 9 people working at the firm. I remember when I didn’t think I could pay my mortgage and looked at job postings for in-house gigs. Crazy.

US Oil Prices Spike Above $99, Market Control Falters
US oil prices surge above $99/barrel, now up nearly +10% on the week. Once again, the US appears to be losing control of the oil market.
AI Threatens Gaming Creativity, Says Industry Insider
i’m quoted in this important piece that spells out how AI is holding back gaming. i talk about how it would impact the creativity of the medium. thanks so much helen 🫰🏻