Saudi Bypass of Hormuz Spurs Red Sea Supertanker Surge
Supertankers Build Up in Red Sea as Saudi Arabia Races to Bypass Hormuz. The plan and how much the infrastructure can handle. https://t.co/0tUBLK1icp
Chinese Zinc Shipments From Iran Cancelled Amid Conflict
"In the wake of the conflict in Iran, Chinese buyers have been informed that shipments of zinc concentrates set to leave the port city of Bandar Abbas have been called off, according to people familiar with the matter..." https://t.co/jXqFGxfn43
Plaza Premium First Lounges: Locations and Access Details
Plaza Premium First Lounges are among the best contract lounges out there. Where are they located, and who gets access to them? https://t.co/j2GzVbc5eE
Adults' Diagnosis Denial Won’t Aid Children’s Care
It is not clear to me how denying diagnosis to adults like me would get children more medical help.
Amyloid Antibody Therapy Triggers 100 Microhemorrhages in APOE4 Patient
100 brain microhemorrhages in a patient with cerebral amyloid angiopathy and 2 copies of APOE4 after amyloid antibody therapy https://t.co/ASpVuijFNW https://t.co/hdtwtv1usq
Adobe Faces $150M Settlement, Subscription Transparency Risks
Regulatory pressure on subscription transparency; Adobe pays $75M + $75M in services ⚖️ Risk: reputational hit, subscriber churn, AI uncertainty. Trim ADBE; watch guidance. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
USTR Launches 76 Section 301 Probes, Reviving Tariffs
Quick update on tariffs in light of this week’s new USTR announcement of over 76 new Section 301 investigations that will likely result in new tariffs being put back in place on substantially all of US imports that were taken...
Space
In this week's Rocket Report: • Artemis II clears flight readiness review • SpaceX activates second Starbase launch pad • Firefly successfully returns to flight • Pentagon orders high-altitude missile interceptors https://t.co/MhSVS4wljv
U.S. Aims for Permanent Moon Base by 2030
The US Plans to Break Ground on a Permanent Moon Base by 2030. Here's What It Will Take. https://t.co/iFMEKPvEh5 https://t.co/ba8zh0uL7V
Human Stories Turn Luxury From Cold to Warm
I was on a call with a high-end ecommerce brand this week, and they said something that stuck with me. They wanted the online experience to feel like walking into a luxury store. Calm. Confident. Easy. What they didn't want was the...
Dubai Physical Crude Trades $40 Above Brent Futures
Crude futures aren't telling the full story. See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below. Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical...
Iran's Move Could Crash Oil Prices, Lose Leverage
If Iran does this, crude oil prices fall back to bear pre-war levels, and they lose the only leverage they have.
LAG‑3 Checkpoint Suffers Another Trial Setback, Focus Shifts
NEW: Another failure in the clinic in the world of LAG-3, a target once seen as possibly the next major checkpoint inhibitor after PD-1 and CTLA-4. My latest on Immutep's Phase 3 disappointment, as LAG-3 focus now shifts to a...
Jet Fuel Prices Jump 85% Amid Middle East Tensions
This move follows a similar decision by Air India earlier this week, driven by a reported 85% surge in jet fuel prices due to escalating geopolitical tensions in the Middle East.
Energy Surge Splits Market as SPY Hits 2026 Lows
Energy stocks at all-time highs. $SPY at 2026 lows. Chevron, Marathon, Valero ripping. Everything else bleeding. This is not a market. It's two separate markets wearing one coat. https://t.co/yJjS0g4dAU
AI Revolution Demands Evolved Internet Infrastructure
AI Will Change the Internet Forever — Why Networks Must Evolve for the AI Supercycle AI isn’t just increasing internet traffic — it’s fundamentally changing how data flows across networks, forcing infrastructure to evolve for a new AI-driven era. Read...
US Navy Excels at some Missions, Falters at Others
The hardest thing for me to explain this week: the US Navy can be phenomenal at some missions and shockingly unprepared for others. Some operations take time even in the best conditions. This article explains the dichotomy well..
Spring Inflection Turns Median Prices Negative
Here’s a look at median price change since last year. We hit an inflection point in the spring where the trend went negative. Of course, the median isn’t a perfect price metric, but other price indexes are telling the same...
Tehran’s Real Leverage: Shutting Hormuz, Not Drone Control
Everyone wants a Hormuz EZ-Pass but Tehran's primary leverage is keeping the Strait closed to *all* traffic. It's the total supply flow lost—not the destinations— that ultimately matters. And no guarantee that person with whom you're negotiating is controlling the drones. https://t.co/xNoSi9YCh5
Public Record Undermines Lazy Valuation, Raises Premium Bid Stakes
New on $MAPS: I think the public record is now strong enough to reject lazy, tape-anchored valuation—and strong enough to make a future “premium” bid answer much harder questions than management might like. Linked below. 1/2 https://t.co/ApS7y2tctJ
Seeking NHS Waiting List Insights for Upcoming Piece
@angelazhay - I'd be keen to make contact with you to discuss NHS waiting lists for a piece I'm working on. Could you reach me on laura.donnelly@telegraph.co.uk?
Small‑Cap Investors Mimic Dunkirk, Smuggling Oil Through Hormuz
The Little Ships of Dunkirk except its small cap investors smuggling oil through the Strait of Hormuz https://t.co/grhS8iKYsL
De Novo Enzymes Redefine Peptide Therapeutic Production
Peptide therapeutics are powerful. But making them has always been difficult. Traditional chemical synthesis can involve long routes, poor selectivity, and significant environmental impact, while biological production is often limited by the pathways evolution happened to provide. What if we could design...
Iran Conflict Stalls Meta's Massive Gulf Cable Project
Big....Work on Massive Meta Cable Project in Persian Gulf Stalled by Iran War - Bloomberg https://t.co/aPdgkZOTMo
Lennar Targets Top U.S. Homebuilder Spot After Decade
Lennar making a run at #1 homebuilder in America. Would be the first time for $LEN in ~10 years. https://t.co/0gp2tHaQZv
HSV-1 Reactivation Linked to Faster Aging, Dementia
The reactivation of herpes simplex virus (HSV-1, not only herpes zoster) may be tied to accelerated aging and dementia, and account in part for the mechanism of Shingrix vaccine''s protection @WIRED https://t.co/iKF1JcYSu0
China’s Electrostate Shift Cushions Impact of Rising Oil Prices
China may benefit from higher oil prices triggered by Iran war China’s evolution into an “electrostate” may help insulate it from spiking oil prices. https://t.co/oCfxauQUQP
Iran’s Missiles, Not Blockage, Are Hormuz’s Real Risk
Guys, relax, the only risk in transiting the Strait of Hormuz is that Iran will shoot a missile at your ship. Otherwise it's open for transit. An all-time quote from our Secretary of War. https://t.co/kwQ5Ij84KT
Biotech Layoffs Hit Evotec, Vistagen; Immutep Shares Plunge
Evotec, Vistagen lay off staff; Immutep shares collapse on study failure https://t.co/OikmCdJ6sg $EVO $VTGN $IMMP - 81% $RARE $ATRA
China Passes Law Accelerating Environmental Ambitions, Defying Expectations
Meanwhile, shockingly, the other major global power is doing the very opposite within its own borders... https://www.bloomberg.com/news/articles/2026-03-13/china-s-new-law-signals-xi-won-t-curb-environmental-ambitions
US War Prep Undermines Oil, Helium, and Alliances
Okay good, let's say the WH planned for Iran to close the Strait of Hormuz following the attack. 1. The U.S. sold off its helium reserve before waging a war that they knew would disrupt helium exports to allies, which make...
African Nations Trade Oil in Rands, US Mockingly Reacts
Nigeria and South Africa strike a deal to sell oil in Rands. United States responds; “Nigeria needs freedom” - Satire -
Helium Shortage Looms as Qatar Supply Disrupted
Everyone is talking about the impact of closing the Strait of Hormuz on oil and gas. I haven't seen much discussion of the war's impact on helium. Most people think of helium as being a fun gas you use for...
Trump Downplays Kharg Island, Signaling No Oil Supply Squeeze
TRUMP: KHARG ISLAND IS 'ONE OF MANY DIFFERENT THINGS' TRUMP: KHARG ISLAND 'NOT HIGH ON THE LIST' At this stage it's pretty obvious that Trump has no interest in further constricting global oil supplies. Even Iranian export flows are a...
Japan Boosts Solar Capacity by 5.8 GW in 2025
Japan adds 5.8 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/E8kobL8J1P
NYC Iconic News Anchor Ernie Anastos Dies at 82
RIP to one of those NYC media faces that felt like he would be there with great hair forever. Ernie Anastos, Longtime New York City TV News Anchor, Dies at 82 https://t.co/HK5BZUwnfe via @thr
Patients Should Drive Aggressive Immunotherapy Post-Remission
Merkel cell carcinoma log, day #594. Yesterday, I was at Dana-Farber for my first infusion of avelumab in more than 3 months. Aside from two botched blood tests — the buzz is the blood tests are being done with recently...
Fed Cuts Would Spike Yields Amid Oil‑driven Demand Destruction
If the Fed cut rates, bond yields would soar. Crude oil prices are surging due to supply constraints. The market needs demand destruction to restore balance. In plain English, there is not enough crude oil to go around because of the...
Goldman’s Shifting Forecasts Reveal War to Reopen Hormuz
Looking at Goldman Sachs Research gives a good timeline for thinking about the Strait of Hormuz * March 4, Hormuz flows would recover in 5 days. * March 9, they pushed that to 10 days * March 11, they extended it again...
AI and Telecom Merge: NVIDIA‑Nokia Redefine Connectivity
The energy at MWC Barcelona is always incredible, but this year felt different. We are witnessing a fundamental shift in how networks are built and what they can do. One announcement that stood out to me was the deepening partnership...
Electrification Remains Overlooked Climate Solution, Reporter Frustrated
As a climate and energy reporter, I have to admit continued frustration in trying to convince people that electrification is a climate solution, regardless of what is used to generate the power. Sigh...
Nine Years Later, Tanker Crews Still Fly Together
From 2017, riding on a KC-135 over Iraq. Nine years later they are still at it. Active, Guard and Reserve tanker crews have been the most open and welcoming to me throughout my career covering military aviation. Horrible days for a...
Key Challenges and Strategies for Conducting Ex‑US Trials
"Ex-US Clinical Trials: Tribulations, Preparations, and Expectations" - new From The Trenches blog from @ArthurTzianabos, CEO of Lifordi and seasoned drug developer, on the considerations for ex-US clinical trials... https://t.co/IZ6RUVKrZj
South Africa Sources 69% of Oil Imports From Africa
South Africa’s Crude oil imports Here are the historical amounts of crude oil South Africa imports in for each respective month. Total = 9.5 billion liters (2024) Nigeria accounted for 48% Angola accounted for 15% Ghana accounted for 6% 69%...
Are You Ready for AI Agents in Core Workflows?
Question for your next meeting: "If our competitors deployed AI agents into our core workflows tomorrow, would we know? And would we have a response ready?" The agent economy moved from PowerPoint to production this week.
Insiders and Fund Ramp Up Buying; Stock Still Cheap
Almost a half M$ of Insider buying at @Pacifica_Silver in last 3 months, plus ANOTHER fund bought 4M shares—5% of the stock—in the open market over last 30 days. Accumulate while it's still cheap. Aggressive drilling underway, overweight position for me:...
Strait Closure Likely if Conflict with Iran Escalates
Closure of the strait is one of the most obvious possible consequences of conflict with Iran...
Shipping Firms Claim Jones Act Waiver Won’t Cut Gas Prices
U.S. Shipping Interests Say Jones Act Waiver Would Do Little to Lower Gasoline Prices https://t.co/t3xQicEjjv
Data Center Growth Forces Everyone to Pay New Transmission
We know who pays for new transmission. We all do. In PJM, data center growth creates reliability problems that PJM solves with new transmission. Using methods written by the utilities, PJM bills all utilities for new lines, who then bill us.
Brooks Brothers Funds United's Minimalist Amenity Kit Branding
United’s Business Class Amenity Kit Barely Uses the Airline’s Name — Here’s Why Brooks Brothers Is Paying for the Bag - View from the Wing https://t.co/0ZU1h5SAul