Hormuz Closure Could Redefine US‑Iran Power Balance
The Strait of Hormuz is turning into the key test of strength between the US and Iran. I've been thinking about what happens if it stays closed for an extended period. My conclusions might surprise you. https://t.co/mPXBo8HuqY
Israel, U.S. Seek Conditions, Not War, for Iran Regime Change
Both Israel and U.S. are clear on this. "Iran regime change not military goal, creating conditions for it is" https://t.co/LsttUiENZi
Pentagon Bars Photographers After Unflattering Briefing Images
The National Press Club’s statement on our story in The Washington Post on the Pentagon banning photographers from briefings after they published “unflattering” photos. https://t.co/4EbXGWkVHt https://t.co/yWQniBhU0i
ACOTAR 6 Hits Bestseller List Before Release, Fans Confused
I’m really confused about ACOTAR 6 being on the USA Today Bestseller list months before pub day. I thought pre-sales counted towards first week sales?
Oil Above $100 Forces Nationwide Price Adjustments
Oil prices sourced to $120 a barrel on Sunday before dropping to $104. As Billy Bob Thornton notes in this TV clip, at $100+ per barrel, "every product in America has to readjust its price"
Iran Targets US Markets; Conflict Strains Credit Channels
March 3, 2026 edition of FFTT: "Iran doesn't need to defeat the US military; just the UST market" March 11, 2026: "S&P has warned that the Middle East conflict is beginning to strain credit channels across multiple sectors" https://t.co/pnftNUeht5
Brokers Often Push Their Own Asset Focus Over Your Needs
Actual call with a broker today: Me: Great to meet you, would love to do a deal with you. What type of retail deals do you focus on? Broker: I actually wanted to convince you to buy industrial assets instead, which is what...
German MilSatcom Program Overloaded, Delays Expected
.@RheinmetallAG on @OHB JV, + @Airbus as production partner, for $10B German milsatcom constellation, updates on @iceye_global radarsat JV. @bundeswehrInfo generating more procurements than @BaainBw ecosystem can handle. Delays likely. @AirbusSpace.https://t.co/lrTwhaP1uT https://t.co/BWNyguo0Ab
Epstein Victims' FBI Lawsuit Dismissed over Anonymity
EPSTEIN VICTIMS SUED FBI TO UNCOVER "THE FBI’S ROLE IN EPSTEIN’S CRIMINAL SEX TRAFFICKING RING", DISMISSED BECAUSE VICTIMS INSISTED ON ANONYMITY You may or may not have heard that in the beginning of 2024, a dozen victims (Jane Does 1-12)...
NEP Would've Guaranteed $80+ Oil Price For
Fun reminder: the National Energy Program would have locked-in a price of $63+ inflation from 1980 (capped if it exceeded global oil prices) for the Albian Sands oil sands project. If I'm not mistaken, the $80/bbl plus inflation price was...
Outdated Intel Led to School Strike, NYT Masks as Mistake
Nah, this is the NYT laundering evil US crimes as “mistakes” since it got so much public attention. Nobody should buy this shit. They’ve tried this over and over to cover themselves. Zero excuses for targeting schools, which they are...
MP Calls for Expanded Canadian Strategic Oil Reserves
I've come out of class to learn that the MP for Battle River - Crowfoot has proposed that Canada increase our strategic oil reserves to provide for resilience for oil-dependent regions from disruptions such as those we're seeing today? This...
Truce Hangs on Unlikely Iranian Nuclear Commitment
and if Israel & US truce depends on Iran pledging no more nuclear program does anyone believe this?
Oil Pricing Shifted From Negotiations to OPEC Quota Control
yes, it did but it was also followed by a complete revolution in how oil prices were set. Before oil companies negotiated a posted price with OPEC. Afterwards OPEC set prices thru production quotas I♥️historical comparisons, but not everything is directly...
Stop Using “Mr. President” In Modern Headlines
I recognize this is not the most important thing in the world but it is critically necessary that we have national moratorium on pleading "Mr. President" headlines. Something so tiresomely 1957 about "Mr. President, I Beseech You That the Time...
Ellison Empire Threatens Media Plurality with Massive Consolidation
Aren’t a lot of these media assets just melting ice cubes that can’t cut it outside the (withering) cable bundle?
Hezbollah Launches 100 Rockets; Lebanon Fails to Curb Group
Hezbollah fired roughly 100 rockets into Israel. The group remains undeterred and continues to follow the orders of the Iranian regime. Lebanon has failed to disarm Hezbollah or assert sovereignty over its own territory.
Discussed Launching “The Town” On YouTube Video
Had a nice chat with the official @YouTube blog about launching The Town on video. ⬇️⬇️ https://t.co/Zj2sG7EZNv
War Abroad Drives Today’s $4 Gas Prices
If you don’t think an international war affects you I would encourage you to figure out why gas is like $4 right now
No Strategic Urea Reserve; Buffer Storage Nearly Nonexistent
Not only is there no strategic urea reserve, if you listen to today's episode, you'll see there really isn't much buffer storage anywhere at all https://t.co/niRvIF7txf
Scrapping Net Zero Increases UK's Dependence on Gas
ANALYSIS: Badenoch and Farage might not want to admit it, but Conservative and Reform plans to scrap net zero whilst boosting the North Sea would actually make the UK even more reliant on gas imports 🤔 https://t.co/gSdA6f5Jco https://t.co/wc4Dc5Vlnm
Seafarer Deaths Surpass US Casualties, Strait Reopening Uncertain
1/6 Ten seafarers have now been killed in 13 attacks on merchant vessels since the Iran conflict erupted on February 28 — more than the 7 U.S. servicemen killed in the war. The focal point is shifting: can the Strait of...
Lionsgate Inks First-Look Deal with Brandon Sklenar’s Vista Lane
EXCLU: Following the success of THE HOUSEMAID, Lionsgate is getting in business for the long term with one of its stars as Brandon Sklenar and his Vista Lane banner has signed a first look deal with the studio https://t.co/JCZqVaaTu0
US Price Lag Could Shrink, but Strait Closure Threatens Economy
US price-to-production response is typically ~6 months. In an exceptional situation, like now, maybe we could get that down to ~4 months? But if the Strait is still closed in 4 months the entire global economy is pretty well screwed.
Matt Belloni Predicts Ellison's Plan for New Fox News
I talked to @MattBelloni about Sunday's Oscars, the future of Hollywood, and why he thinks David Ellison wants to build a new Fox News: Excerpts here: https://www.businessinsider.com/oscars-prediction-paramount-ellison-gulf-matt-belloni-peter-kafka-2026-02 Full chat on Channels: https://podcasts.apple.com/us/podcast/channels-with-peter-kafka/id1080467174?i=1000754620316
Anthropic's Legal Case Against Trump’s DoD Strengthens.
AI Agenda: Anthropic Has a Strong Legal Case Against Trump’s DoD — The Information https://t.co/XuMB7NMlTZ
WTI Prices Dip While Volatility Hits Six-Year Peak
WTI crude oil remains well off its intraday high from Monday, but implied volatility - from the $OVX - continues to climb to fresh 6-year highs... https://t.co/VDf2X5NDWk
Stripe Pushes Risky In‑app Billing, Leads to Apple Bans
any idea why Stripe would try to convince devs to shoot themselves in the foot with app and move to in app billing? this only works for Epic, not everyone. fishy
Oil Producers Give Vague Forecasts, No Concrete Evidence
This kind of messaging is so twisted No confirmation from oil producers (in fact all we’ve heard is “no we’re not changing our calculus guidance) just “you will see X happening.” Did Harold Hamm call? Is there an influx of roughnecks heading...
Ellison and Paramount's Decisive Move Reveals Winning Strategy
The one BIG move that will tell us if Ellison and Paramount are playing to win. $PSKY $WBD $AMZN The LightShed Podcast, Ep. 304. With @BrandoLightShed and @WaltLightShed https://t.co/YJZW8CaF1O
China's MoD Warns of US AI Military Access Demand
MoD's Jiang Bin on U.S. Department of Defense requests that U.S. tech companies allow the military unrestricted use of artificial intelligence technology. https://t.co/rZKz1aYBfu https://t.co/rQrEDOVcck
2026 Genesis GV70: Luxury Performance with Minor Quirks
Genesis is the luxury brand of Hyundai, and it's been delivering great cars for a decade. I drove the 2026 GV70 Sport Prestige AWD for a week and found lots to like, along with a few quirks... Here's my write-up:...
Japan Leads Largest G7 Emergency Oil Release
Thank you to Prime Minister Takaichi of Japan for her and the Japanese government’s support for the largest ever emergency oil stock release by @IEA Member countries to address the disruptions in the market
Hyatt Milestone Rewards: Redeeming Club Access Awards Explained
World of Hyatt members can earn club access awards through the Milestone Rewards program. How can these be redeemed, and how valuable are they? https://t.co/OR5ZKqll6p
Senator Schatz Calls BTR Ban Arbitrary, Soviet‑style Policy
Great point from Senator Schatz: The BTR ban "is positively Soviet-like. It is arbitrary. We have decided owning a single-family home is good. Renting is bad."
Trump’s Flawed Math Inflates Refinery Value Absurdly
Here is the Trump Administration's math: Over 30 years the refinery will buy $125B of shale oil and sell $175B of refined products, therefore it's worth $300B. LOL. That is like saying my house is worth $22+ million based on 30...
Rising Oil Prices Boost Putin as Sanctions Ease
High oil prices are great for Putin. At $85 per barrel, Urals oil price is now the highest since 2022. High prices also mean the EU's maritime services ban in its 20th sanctions package is dead and pressure in the...
Iran's IRGC Threatens US Tech Firms Linked to Israel
Iran's IRGC warns that offices/infrastructure of US firms with links to Israel or whose technology has been used to assist the military will be targeted for physical attack. This includes infrastructure of Google, Palantir, Microsoft, IBM, Nvidia, Oracle https://t.co/M5nw4IhpCK
BILT Card Launch Dubbed Potentially Worst Ever
People are asking: Is the BILT credit card rollout the worst credit card rollout we've ever seen?
Price Spikes Cause Pain, Not Physical Shortages
Price spikes will hurt a lot, but they're the luxury position--much better to have pump price pain than outright physical shortages, as will be suffered by much of the developing world. This is how you guarantee shortages in this context. https://t.co/jRUy3woUSl
Sen. Markey Admits He Doesn
Sen. Markey (D-Mass.) tells me outside the Capitol he doesn’t know who Vinay Prasad is and would need to be briefed by staff to respond to questions on the FDA
US Spends $4 Billion on Munitions in First 72 Hours
"The US used as much as $4 billion worth of munitions in the first 72 hours of its attacks against Iran" https://t.co/j5LKsavuyS
Build-to-Rent Ban Distracts From Bill’s Regressive Provisions
Welp... And the crazy thing is the rightful focus on the build-to-rent ban is taking away from from the 1000 other zany regressive aspects of this bill.
Protect Your IP: Deal‑Breaker When Clients Want It Free
What's one thing you're incredibly protective of in your business? I'll go first: My IP! I've passed on many opportunities, just because the client wanted to retain my IP without proper licensing. That's the biggest of deal breakers for me.
Regulation Will Push Peptide Market to Clean Providers
Consider this arc: peptides were around in niche communities, GLPs from Pharma then exploded, people realized they could take less or source them elsewhere, regulation enters & now gray & black market are going bye-bye & companies like HIMs &...
Iran Demands Rights, Reparations, Guarantees to End War
Iranian President: ""The only way to end this war ... is recognizing Iran’s legitimate rights, payment of reparations, and firm int'l guarantees against future aggression." https://t.co/3nWzoC6kb8
Maritime Commission Issues Hormuz Surcharge Warning From Safe Offices
U.S. Maritime Commission Warns Shipping Lines Over Hormuz Crisis Surcharges. Said by those sitting safely in offices. https://t.co/Q16i9dbNDp
Misguided US Tariffs Spawn Costly Refund and Calculation Services
So, now I'm seeing ads for IEEPA tariff refunds and US tariff calculation work. On the one hand, the market works. On the other hand, this is costly and only necessary because of misguided US tariff policy https://t.co/nU32IBGoFO
Prolonged Conflict Harms Everyone, Analyst Warns
EGAN-JONES: “.. We hope that our analysis is wrong. However, if we are correct, the longer the combatants are engaged, the worse it will be for all.” https://t.co/NM167brXUU
30 Billion Barrels Ready to Counter Hormuz Price Spike
Awesome. This is exactly the policy we need. By my analysis, we can get these 30 billion barrels of refined petroleum products to market in the next few days, which will really help mitigate the price spikes from the closure of...