Industry Social Media and Updates

IPO Market Collapses as Pricing Plummets Across Sectors
SocialMar 12, 2026

IPO Market Collapses as Pricing Plummets Across Sectors

IPO market in the toilet. First was MiniMed pricing low. Then PayPay. Now MDA Space, which goes well below its as-converted price in Toronto.

By Dan Primack
Discrete Hearing Aids: Flysound H8 vs H9 Reviewed
SocialMar 12, 2026

Discrete Hearing Aids: Flysound H8 vs H9 Reviewed

Can't hear everyone in a meeting or while at the sports bar? Might be time to consider a discrete hearing aid. I check out two, the Flysound Premium OTC Hearing Aids Models H8 & H9. Same tech, different designs: https://t.co/1J3G3Zm7U4...

By Dave Taylor
Suggesting a Jones Act Episode for Odd Lots Listeners
SocialMar 12, 2026

Suggesting a Jones Act Episode for Odd Lots Listeners

@TheStalwart @tracyalloway Have you thought about doing an episode on the Jones Act? I could see Odd Lots listeners being interested in it, maybe having some opinions.

By Conor Sen
Passenger's Armrest Abuse Sparks Fight, Miami Diversion
SocialMar 12, 2026

Passenger's Armrest Abuse Sparks Fight, Miami Diversion

Frontier Passenger Used A Stranger As An Armrest — Then Touched His Wife, Started A Fight, And Forced A Miami Diversion - View from the Wing https://t.co/Oogk2Q2LgW

By Gary Leff
Homebuilders Slam “ROAD to Housing” Despite Pro‑housing Claims
SocialMar 12, 2026

Homebuilders Slam “ROAD to Housing” Despite Pro‑housing Claims

Homebuilders: Build-to-rent ban isn't the only problem with "ROAD to Housing" legislation. How do you pass a supposedly pro-housing bill that is opposed by homebuilders and most housing experts/economists?

By Jay Parsons
Limited Cases Don't Prove Chinese Weapon Inferiority
SocialMar 12, 2026

Limited Cases Don't Prove Chinese Weapon Inferiority

Listen, I get the attraction of these kinds of pieces and conclusions about Chinese weapon systems, but there is a lot more to it than a handful of export systems operated by a foreign nation getting destroyed by an overwhelming...

By Tyler Rogoway
Bayhorse Silver Launches 2,000‑meter Underground Drill Program
SocialMar 12, 2026

Bayhorse Silver Launches 2,000‑meter Underground Drill Program

Bayhorse Silver $BHS.V $BHSIF Mobilizes Diamond Drill To The Bayhorse Silver Mine For A Minimum 2,000 Meter Underground Drill Program by @newsfile https://t.co/YNKuSkNh8x https://t.co/NZx3dJU5Ww

By Hedgehog Trader (Nicholas Winton)
Netflix M&A Aims to Fuel Engagement Through Games, Podcasts
SocialMar 12, 2026

Netflix M&A Aims to Fuel Engagement Through Games, Podcasts

What should be the business objectives behind any future M&A deal by Netflix $NFLX? @Adweek s Mark Stenberg (@MarkStenberg3) asked me for specific deal predictions. A few of my answers are in the On Background newsletter below, alongside some other smart...

By Andrew Rosen
Russia Rakes Up $150 Million Daily From Oil Surge
SocialMar 12, 2026

Russia Rakes Up $150 Million Daily From Oil Surge

NEW: Russia is earning up to $150mn a day in extra budget revenues from oil sales amid price rises thanks to the US-Iran war. Moscow has so far earned $1.3bn-$1.9bn from taxes on oil exports and could receive $3.3bn-$4.9bn in total...

By Max Seddon
Questioning Strategic Reserves Amid Low Export History
SocialMar 12, 2026

Questioning Strategic Reserves Amid Low Export History

IEA reserve requirements set on the basis of national net imports. We're not a net importer. Our net exports were smaller during the CPC time in gov't. Was a strategic reserve built up during that period? Contemplated?

By Andrew Leach
Egypt Turns Sinai Buffer Zone Into Military Stronghold
SocialMar 12, 2026

Egypt Turns Sinai Buffer Zone Into Military Stronghold

Israeli media report Egypt is quietly increasing its military buildup in Sinai, and is transforming the demilitarized buffer zone into a major military stronghold.

By The Real Fly (iBankCoin)
Lilly Warns GLP‑1 Knockoffs Are Dangerous, Intensifies Compounder Battle
SocialMar 12, 2026

Lilly Warns GLP‑1 Knockoffs Are Dangerous, Intensifies Compounder Battle

Lilly warns GLP-1 knockoffs may be ‘dangerous,’ escalating war with compounders https://t.co/XOKLqIzAES @ByJonGardner $LLY $NVO #obesity

By Ben Fidler
CoreWeave Sued for Overstating AI Capacity and Hiding Provider Risk
SocialMar 12, 2026

CoreWeave Sued for Overstating AI Capacity and Hiding Provider Risk

Very interesting development as a lawsuit was filed on $CRWV. Using a lot of the angles the AI bears have been concerned about with "optomistic commentary." Will be interesting to watch. The core complaints are: 1. CoreWeave allegedly overstated its...

By Ben Bajarin
Defending Innovation: Supporting Anthropic in Court
SocialMar 12, 2026

Defending Innovation: Supporting Anthropic in Court

.@fiftyyears is going to court. We've joined this amicus brief in support of Anthropic. American innovation depends on companies being governed by the laws Congress passes and the Constitution. Proud to stand up for this principle with @JoinFAI and others.

By Seth Bannon
Feb 2026 SAC:
SocialMar 12, 2026

Feb 2026 SAC:

How did homes sell compared to their original list price? Here's a way to show that. Anything above the 0% line went above, and anything below went below. FEB 2026 SAC REGION Above: 30.7% Below: 56.0% At Original List Price: 13.3% Any thoughts?

By Ryan Lundquist
US/Israel Must Keep Strait Open to Block Iran's Trump Card
SocialMar 12, 2026

US/Israel Must Keep Strait Open to Block Iran's Trump Card

On the other hand, if US/Israel give up because unable to keep the straits open, we hand Iran a trump card almost as valuable as nuclear weapons. So, can the whole US + Israeli military not stop Iran from threatening...

By John H. Cochrane
Zero Broadband Funding Shows Power of Effective Oversight
SocialMar 12, 2026

Zero Broadband Funding Shows Power of Effective Oversight

"Today, the National Telecommunications and Information Administration (NTIA) approved $0 in federal broadband deployment funds for the District of Columbia. Why? Because effective oversight matters." via NTIA https://t.co/jwFvQUvmBe

By Mike Dano
US Crude Surges 10%, Volatility Predicted Hormuz Closure
SocialMar 12, 2026

US Crude Surges 10%, Volatility Predicted Hormuz Closure

US crude #oil is up nearly 10% - second largest day's rally for the commodity in four years. Looks like the implied volatility was giving a portentous signal ahead of time. It wasn't like the closure of Hormuz was surprising news......

By John Kicklighter
Why Peptide Enthusiasts Fear Tested Vaccines
SocialMar 12, 2026

Why Peptide Enthusiasts Fear Tested Vaccines

Can someone explain to me why many of the same folks who love experimenting with peptides (i.e. little to no rigorous safety data) are terrified of vaccines and other drugs that have testing... How does someone square that circle?

By Steve Magness
EU Mulls Looser Carbon Rules, Boosts Energy Aid
SocialMar 12, 2026

EU Mulls Looser Carbon Rules, Boosts Energy Aid

EU weighs looser carbon rules, state aid to cut energy costs https://t.co/ZZlkBSlSdq via @E_Krukowska @AlbertoNardelli @europressos https://t.co/V7T7n7KnxM

By Zöe Schneeweiss
Iran's Crisis Fueled by Prior Sense of Invulnerability
SocialMar 12, 2026

Iran's Crisis Fueled by Prior Sense of Invulnerability

FWIW - The greatest risk to the unfolding events in Iran was, is, and will continue to be the backdrop of invulnerability that existed moments before hand.

By Peter Atwater
Hormuz Disruption Could Persist for Up to One Month
SocialMar 12, 2026

Hormuz Disruption Could Persist for Up to One Month

If Hormuz flows do not resume for a month, that's the worst-case disruption duration my colleagues at @RapidanEnergy and I modeled last June when we mapped out a US-Iran conflict on global oil and LNG markets and prices. We modeled disruption...

By Bob McNally
Energy K‑Shape: Owners Thrive, Consumers Struggle
SocialMar 12, 2026

Energy K‑Shape: Owners Thrive, Consumers Struggle

That sound you hear is the widening of the K-Shaped economy - this time between the owners of energy assets and the consumers of energy assets.

By Peter Atwater
Trump Tells Oil, Shipping to Prep For
SocialMar 12, 2026

Trump Tells Oil, Shipping to Prep For

The Trump administration has told U.S. oil companies and shipping groups ​to prepare for a potential waiver of ‌the Jones Act https://t.co/X46i7aSDwu

By Cathy Morrow Roberson
Half Maternal Deaths in Five Years: New National Strategy
SocialMar 12, 2026

Half Maternal Deaths in Five Years: New National Strategy

“Across the country,” writes Olivia Walton, “mothers are dying at rates that would have shocked our grandmothers.” Walton, the founder and CEO of Ingeborg Investments and Ingeborg Initiatives, lays out a call to action to stop what she rightly calls...

By Arianna Huffington
Prometeo’s Ximeale Man Joins Camp Hustle, Expands North
SocialMar 12, 2026

Prometeo’s Ximeale Man Joins Camp Hustle, Expands North

I'm excited to annouce that @ximealeman is joining us at Camp Hustle this year. Her company, Prometeo, built open banking infrastructure across Latin America. Now they're scaling north. 🧵 https://t.co/FuTF4Xr1CS

By Elizabeth Yin
Acquirers Are Already Courting Sellers—Be the Next Buyer
SocialMar 12, 2026

Acquirers Are Already Courting Sellers—Be the Next Buyer

9 million businesses changing hands this decade the acquirer in your market is already calling owners already signing NDAs already in due diligence the sellers they close with this year were always going to sell to someone the only question was whether that someone was you

By Josh Li
BorrowerJustice Urges CFPB Oversight of Bilt's Risky Transition
SocialMar 12, 2026

BorrowerJustice Urges CFPB Oversight of Bilt's Risky Transition

Consumer advocacy group @BorrowerJustice has asked the CFPB to bring Bilt under its supervision, owing to the risk posed to consumers from the company's problematic transition to new bank partner Column and processor Cardless. https://t.co/l6UDTQyZjI

By Jason Mikula
Iranian Rocket Near Jerusalem's Sacred Sites Sparks Prayer
SocialMar 12, 2026

Iranian Rocket Near Jerusalem's Sacred Sites Sparks Prayer

Iranian rocket lands "a few hundred meters from the Old City, the Western Wall, Al-Aqsa Mosque and the Church of the Holy Sepulchre." I have warned about this in the past. The reckless and desperate behavior of the Islamic regime in...

By John Spencer
Trump Reverses Stance: High Oil Prices Now Beneficial
SocialMar 12, 2026

Trump Reverses Stance: High Oil Prices Now Beneficial

Trump shifting his own feedback calculus: high oil prices are good now. Let's see how long that lasts.

By Rory Johnston
Renewables Become Only Viable Exit Amid Global Energy Crisis
SocialMar 12, 2026

Renewables Become Only Viable Exit Amid Global Energy Crisis

Renewables are the only exit strategy: Day 12 (updated) impact of the Israel and US attack, tracking Force Majeure, surcharges, and the explosive inflation behind the headlines FORCE MAJEURE IMPLICATIONS >Shell: FM on all LNG cargoes from Qatar >QatarEnergy: Pretty much totally down,...

By Assaad Razzouk
China’s Middle East Play: Diversified, Not Iran‑Centric
SocialMar 12, 2026

China’s Middle East Play: Diversified, Not Iran‑Centric

This is not in fact "a jaw dropping twist" to anyone who has paid attention to China's approach to the Middle East. Beijing has a diversified portfolio of partners and interests, has never put all its eggs in the Iran...

By Evan Feigenbaum
Mortgage Payments Up $1,300 Monthly Since 2021
SocialMar 12, 2026

Mortgage Payments Up $1,300 Monthly Since 2021

A $500K mortgage was $1,900/month in 2021. A $500K mortgage is now $3,200/month. $1,000+ more each month for the same home.

By Andrew Lokenauth (The Finance Newsletter)
Senate's ROAD to Housing Act Threatens Ranch‑style Duplexes
SocialMar 12, 2026

Senate's ROAD to Housing Act Threatens Ranch‑style Duplexes

This is a "ranch-style" apartment community in West Virginia, built in 1983 and once owned by an apartment REIT (Equity Residential). It features duplexes across a 92-unit property. It would become impossible to build these under the Senate's "ROAD to Housing...

By Jay Parsons
Rio Silver Poised for Production, Attractive Buy at $85/Oz
SocialMar 12, 2026

Rio Silver Poised for Production, Attractive Buy at $85/Oz

Rio Silver $RYO.V $RYOOF Great buy opp setting up here on Rio Silver with Silver still trading at $85/oz and the company going into production by year end ... https://t.co/FCYB1X4WaD

By Hedgehog Trader (Nicholas Winton)
Taiwan's AI Supply Chain Covers End‑to‑End Hardware
SocialMar 12, 2026

Taiwan's AI Supply Chain Covers End‑to‑End Hardware

2/ Taiwan’s AI supply chain includes companies specializing in: *AI servers *cooling systems *testing equipment *chip packaging *compute racks & trays *fab construction *contract manufacturing

By Tim Culpan
Universal Extends Theater Window to Minimum 45 Days
SocialMar 12, 2026

Universal Extends Theater Window to Minimum 45 Days

As studios finally start to see the damage of the short theatrical windows are making long term, #Universal is changing their strategy and will keep #universal released titles exclusively in Theatres for at least 45 days, regardless of performance at...

By Luiz Fernando
NHTSA Forum Highlights Growing Support for Zoox AVs
SocialMar 12, 2026

NHTSA Forum Highlights Growing Support for Zoox AVs

This week, I joined @NHTSAgov Administrator Jonathan Morrison, @TechTekedra, and @chris_urmson for a discussion at the @NHTSAgov National AV Safety Forum. Thank you @USDOT, @SecDuffy, and everyone else involved for your continued support of @Zoox and the future of AVs...

By Aicha Evans
Microbes in Tumors: Unraveling a Controversial Role
SocialMar 12, 2026

Microbes in Tumors: Unraveling a Controversial Role

What is the significance of microbes in tumors, a field mired in controversy? https://t.co/D5sHkLLsrT https://t.co/ntGLlke4iC

By Eric Topol
Know Your Software Before Signing Vendor Contracts
SocialMar 12, 2026

Know Your Software Before Signing Vendor Contracts

Organizations often fall into a pitfall by signing software contracts without fully understanding the product. Vendors may even transition their offerings, leading to a mismatch between what's shown and what's delivered. #SoftwareContracts #Implementation #VendorManagement https://t.co/vyU1Ua8qrL

By Eric Kimberling
Telus Tweaks Rates, Signaling Competition, Not Price War
SocialMar 12, 2026

Telus Tweaks Rates, Signaling Competition, Not Price War

As noted by the KeyBanc analysts, $T released a new mobile rate card today: -Premium 2.0 is more expensive than before -Value 2.0 is cheaper than before Is this a #pricewar? Not quite, but it is a signal of competition in the space. https://t.co/qmhZx9UeS7

By Mike Dano
Trump Must Nominate CDC Director by March 25
SocialMar 12, 2026

Trump Must Nominate CDC Director by March 25

A deadline is looming for the Trump administration. If it wants to be able to have an acting director at #CDC it must nominate a director candidate by March 25. Complicated situation laid out in this piece written before Jay...

By Helen Branswell
Tesla's Biggest Bet: Batteries and Energy, Not Robotaxis
SocialMar 12, 2026

Tesla's Biggest Bet: Batteries and Energy, Not Robotaxis

NEW: Batteries and energy, not robotaxis and humanoid robots, are Tesla’s best business bet https://www.forbes.com/sites/alanohnsman/2026/03/12/teslas-best-growth-story-isnt-robotaxis-its-batteries/

By Alan Ohnsman
Non‑psychiatrists Overprescribe Psychiatric Meds, Endangering Patients
SocialMar 12, 2026

Non‑psychiatrists Overprescribe Psychiatric Meds, Endangering Patients

Too many physicians who aren't psychiatrists think "they know best" when it comes to psychiatric medications. Nothing could be further from the truth. Or more potentially dangerous for the patient who encounters one of these dung holes.

By John Grohol, PsyD
Pentagon's Neglect Angers US Merchant Marine
SocialMar 12, 2026

Pentagon's Neglect Angers US Merchant Marine

The easiest ways to infuriate the US Merchant Marine: Not give them advance warning on military action. Not provide naval protection for 🇺🇸 ships (5 are stuck in the Gulf) Refuse to thank them after multiple ships are attacked. Waive the Jones Act. The...

By John Konrad
Jones Act Suspension Hints at Looming Oil Export Limits
SocialMar 12, 2026

Jones Act Suspension Hints at Looming Oil Export Limits

If the Trump admin is suspending the Jones Act you better believe that they're pretty darn close to some kind of petroleum export restrictions. Those will make the *domestic* US pricing environment more tolerable for a few weeks—after which it will...

By Rory Johnston
Only Use Unsecured Loans when Cash Flow Covers Payments
SocialMar 12, 2026

Only Use Unsecured Loans when Cash Flow Covers Payments

“Although I caution anyone from doing unsecured loans, I have done some... To minimize risk [I make] sure that the money will be invested in a manner that will increase sales and profits at the business and also that the...

By David C. Barnett
War Threatens Spring Housing Market Stability
SocialMar 12, 2026

War Threatens Spring Housing Market Stability

Today's podcast discusses is spring #housing is really at risk due to the war? @housingwire @sarahteresa6 #mortgagerates #housing #economics #chartdaddy

By Logan Mohtashami
US Oil Imports Rebound to 1990 Levels, 2 M Bpd
SocialMar 12, 2026

US Oil Imports Rebound to 1990 Levels, 2 M Bpd

US is still a net importer of about 2 million barrels per day of oil, roughly back to 1990 levels. https://t.co/p77J48rR7V

By Andrew Leach