US Navy Escort Uncertainty Threatens Global Trade via Hormuz
Hormuz Disruptions, US Navy Escort Plans (or lack of) and Impact on Global Trade 1⃣Strait of Hormuz Update: March 10, 2026 2⃣Chairman of the Joint Chiefs of Staff General Caine Statement on Escorts 3⃣UNCTAD Report on Hormuz Shipping Disruptions Video: https://t.co/vS32XQeQDb https://t.co/ZfQwkBUMGW
Own Supply Chains Outpace China’s Speed Advantage
Those companies that build their own supply chains will be able to move at the speed or faster than China. If you’re waiting for someone else’s supply chain, you’ve already lost. That's how @1x_tech under @BerntBornich is staying ahead of the...
Google Dominates; Meta Loses but Fights FTC
more... v Google (search): 50 (victorious) v Google (app store): 37 (victorious) v Google (adtech): 33 (victorious) v Meta: 48 (lost but FTC also brought, appealing) ...and brought alleged Jedi Blue conspiracy btw: Google and Meta
Suburban Chicago Letter Against Zoning Reform Reads Like Parody
I was originally going to dunk on this suburban Chicago letter to the editor opposing Illinois' state-level zoning reforms, but this must surely be parody, right? https://t.co/jdAAyhY21g
Jeff Shell Sued for Leaking UFC and WBD Details
Paramount’s Jeff Shell Accused in Lawsuit of Leaking UFC, WBD Info https://t.co/Rw9tcLGZOZ via @sportico @crupicrupicrupi
Aztec Minerals Expands Drilling to 17,000 M, Stock Attractive
Another 4,500 meters gets added to @AztecMinerals drill program at Tombstone, the campaign now totaling 17,000 meters. A busy start to the year, this is a #gold stock that hasn't left the station yet, down from its Jan high and...
NASA, SpaceX Clash over Starship’s Manual‑control Landing Requirement
NASA and SpaceX fought over this issue with Dragon a decade ago. Now, Starship. “There is disagreement between NASA and SpaceX on whether the provider’s current proposed approach for landing meets the intent of the Agency’s manual control requirement." https://t.co/5QEjeehemw
Data to Decisions: The Competitive Edge with SIOP
Data is everywhere. Turning it into decisions is the differentiator. Read Lisa’s article, contact LMA to learn more about how to strengthen data-to-decision with SIOP. https://t.co/MMXjHddjOg #Data #SIOP #SupplyChain
Philo Relaunches $25 Plan After Price Backlash
In a recent video, I asked if Philo pushed it too far with its $33/month price. Now, the service has brought back a $25/month plan + free trial. The cheaper plan has no additional apps. Smart move. Here is my...
5G Home Internet Uploads 4K Video in Two Minutes
A 5-minute long 4K video uploaded in 2 minutes over *5G home internet.* It's not fiber, but it can get the job done in the right circumstances. There can be different options for different people and that's OK. I...
BanyanGold's Airstrip Yields More Ounces Within Same Footprint
More high-grade hits at @BanyanGold's Airstrip project, with some of them near the conceptual open-pit boundary. As JV puts it, "Translation: more ounces inside the same footprint." This @gold stock is still a Buy, here's why: https://t.co/V90U6UXN5C
US Risks Strait Closure, Pays Empty-Print Cost
- the US will not risk shutting the strait - US actions lead to strait being shut - the US cannot reopen the strait - the US Navy escorts ship through the strait - yes the US Navy escorted a ship through the strait...
Shipping Risks Draw Full House at CMA Conference
Full house at the CMA Shipowner conference for @loriannlarocco panel on shipping risks. Go visit @gCaptain for her latest articles 1/2 https://t.co/7frbqs68r7
Seeking Clarity on US Tanker Escort in Strait
I have so many questions: 1⃣ Was it into or out of the Strait? 2⃣ What tanker and nationality was it? 3⃣ How was the escort accomplished, warship, aircraft or a combination of both? 4⃣ What about the five US...
Cabral Gold Secures Licença Prévia, Stock Set for Re‑Rating
The Licença Prévia (LP) license for @Cabral_Gold's Cuiú Cuiú #gold district in Brazil has been received, a big deal and signals the train about to leave the station, with a re-rate incoming for the stock. Full details from JV, including...
Unverified Mine Rumors Force Shipowners to Demand Escorts
Shipowners at CMA tell me there’s evidence of MINES in the Strait of Hormuz. They admitted the rumor is unconfirmed. Problem is, from their perspective, it doesn’t matter. Perception is reality and the risk is too high. They won’t sail without...
Navy Escorts First Tanker; Soybeans Hold as Corn, Wheat Fall
U.S. Navy escorts its first tanker through the Strait of Hormuz. #corn & #wheat prices follow crude oil lower, but #soybeans hang onto modest gains on hopes we'll get final RVOs from EPA any day, with possible exports to China....
Tesla's App Buying Eliminates Car‑sale Hassle
The last car we bought was a @Tesla Model Y. Painless purchase process. No salespeople, no showroom, no upsells, no games, no haggling, no pressure. Just a personal choice on my own time, and a simple few-minute process handled entirely...
Frisco’s Growth Echoes Inland Empire’s Rapid Boom
When I was in Frisco, Texas a couple years ago I thought "Oh huh this is just like the Inland Empire, no wonder it's growing so fast."
Pokopia Fuels Nintendo's Switch 2 Sales Surge
Can confirm Pokopia is a hit for Nintendo (& Koei Tecmo + Game Freak) Sold out at retail (retailers underestimated demand), record digital sales uptake, visible boost to Switch 2 hardware sales at retailers. Looks like the system seller they needed...
Missile Labels Are Nonsensical—Make Them Black Boxes
“Made in Dayton Ohio” Does anyone else realize how absolutely idiotic it is that we put labels on missiles? Or munitions of any kind? Or military equipment in general? That stuff should be a black box https://t.co/HpDe4ObdJt
Submarine Reactors Prove SMRs Work, but Cost Skyrockets
Great perspective on the argument that naval submarine nuclear reactors prove that SMRs can work. Turns out they are crazy expensive. (Though this probably exaggerates cost somewhat.)
Secretary Wright Retracts False Navy Escort Claim
Secretary Chris Wright seems to have deleted his tweeted claiming the U.S. Navy escorted a tanker through the Strait of Hormuz
Clean Coal: An Oxymoron as Absurd as Beneficial Cancer
Absolutely insane. “Clean coal” is like saying there’s such a thing as beneficial malignant stage 4 cancer.
Oil and LNG Traffic Through Hormuz Appears Minimal
Doesn't seem like there's a lot of Oil/LNG moving through the Strait of Hormuz at all https://t.co/5QrGSihDEA
Europe Should Follow Japan's ABWR Revival, Not SMRs
I guess it's good Europeans are embracing nuclear power again but if SMRs are what they're hanging their hat on, they're going to continue to lag behind. They'd be better off paying attention to what's going on in Japan right...
US Oil Slides Below $80 as War Risk Fades
US oil prices fall over -16% on the day and officially drop below $80/barrel. Geopolitical risk premiums are being rapidly priced-out. The oil market says the war is ending.
Supply Strength Keeps Oil Prices Low, Diminishing Hedge Demand
Oil market isn't going the way Iran hoped. Amazing what the Saudi/UAE pipelines can do, plus the (very clear) threat of SPR release. Plus, oil crisis are defined by price x duration. Without a feared long disruption, investors aren't chasing oil futures...
Trump Denies US Strike; Evidence Points to American Tomahawk
When asked whether the US bombed an Iranian elementary school, Trump replied: “No. In my opinion and based on what I’ve seen, that was done by Iran.” But the NYT and other sources report that it was a U.S. Tomahawk strike. https://t.co/dyjpwhA9vS
Traditional Automakers Missed Autonomous Future; Nvidia Leads
The funny thing is that Volkswagen sponsored the Stanford University department and building where @waymo started. Yet didn't invest in building an autonomous vehicle itself. Just like all the other traditional automakers. It's like Eastman Kodak, which invented the digital camera,...
Controversial Figures Rehired Despite Past Allegations
My latest, on hiring Jeff Shell, John Lasseter and Max Landis… also Bari Weiss and a pair of young producers who are running a new genre label. They have credits on Weapons, Woman of the Hour and Friendship even though...
Unverified Tanker Claim Lacks Details and Proof
Big IF True... "a large oil tanker went through 36 hours ago" but doesn't specify the tanker then says "Navy successfully escorted" but doesn't provide proof. #Hormuz #Iran https://t.co/WKay8jJ3hD
Brent's Record Volatility Mirrors War Uncertainty
Brent becomes extremely volatile amid confusion about war’s duration Brent futures traded in a record daily range of more than $35 per barrel on March 9, as traders reacted to conflicting signals about the closure of the Strait of Hormuz...
Clarifying: US Navy Warship or Aviation Escort in Hormuz?
Did the US Navy send a warship through the Strait of Hormuz? Or was this an aviation escort?
TALK Commands ~3× Revenue Multiple, Outpacing Digital Health
This is actually good news for health-tech. TALK’s takeout multiple of ~3.0x revenues actually represents a fairly healthy premium to the recent digital health average (recall ACCD was taken out at ~1x). https://t.co/4FyXzAiny4
Maritime Industry Battling Unprecedented Black Swan Disruptions
“Over the past few years, we have experienced disruptions few people imagined… it sometimes feels like the entire maritime industry is under attack by a flock of black swans,” Steve Carmel, US maritime Administrator and Commandant of the US Merchant...
Navy Escort Through Hormuz Eases Supply Fears, Oil Falls
This Bloomberg headline crossing now may explain the new downturn in crude oil prices (repost) --- *US NAVY ESCORTED AN OIL TANKER THROUGH THE STRAIT OF HORMUZ
US Vows Most Intense Iran Strikes, Bolsters UK Bomber Presence
Epic Fury Day 11: U.S. Promises “Most Intense Day Of Strikes” On Iran The U.S. adds to its bomber force deployed to the U.K. as Iranian drones and missiles continue to fly. Updating live: https://t.co/sYI5TrAwwu
US Oil Slides 15% to $80, 32% Below Peak
*US OIL PRICES EXTEND DECLINE, FALL 15% TO TRADE NEAR $80/BBL April 2026 WTI futures are now down ~32% since Sunday night's peak https://t.co/9QugACQ3Q0
Senator Pushes Aggressive YIMBY Reforms While Defending Property Rights
The Senator's letter is YIMBYism on steroids: 1) Fix zoning etc and build more housing. 2) Don't open the door to the slippery slope of eroding property rights, which snowballs into reduced supply. 3) Call out misinformation that threatens supply and/or affordability.
Renewables Don't Drive Up U.S. Electricity Prices
Think of this graph of real U.S. price and electricity production data, straight from the Department of @Energy, next time you hear the false claim that renewables increase electricity prices and that coal, gas, or nuclear is needed to keep...
US Naval Embargo Uncertainty Exposes Presidential Rhetoric Gap
what is happening to this oil after it leaves the Persian Gulf? Are US ships going to stop embargo it or will they let it go? If they don't capture the ship then there's a series disconnect between what the President...
Housing Stagflation Boosts Buyer Leverage Amid Seller Fatigue
The housing market is hitting stagflation. Jobs are cooling, but the unauthorized war in Iran is keeping oil prices and rates high. Sellers are losing patience and re-listings are at a decade high, giving buyers more leverage. https://t.co/tK43N2ajFT
Weight‑loss Meds Cut Alcohol Use in Half of Users
Study shows nearly half of weight loss participants reduced alcohol use after starting anti-obesity medication (GLP-1 agonists, metformin, naltrexone). https://jamanetwork.com/journals/jamanetworkopen/fullarticle/2827069 https://www.gatlan.com/ @GatlanHealth
Google Deploys AI Agents to Automate Pentagon Workforce
Google is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official https://t.co/S8g6CD6qvk
Kirkuk Pipeline Offers Iraq's Sole Hormuz Bypass
Oil production around Kirkuk, in Iraqi Kurdistan, is connected to global markets via a pipeline to the Turkish port of Ceyhan This is Iraq’s only crude supply that can bypass the currently-closed Strait of Hormuz Shut-ins in the Basra area by the...
GDC: Low Turnout, AI Hype, but Community Thrives
The vibes from GDC so far: attendance is down, AI biz slop is crowding out some of the traditional developer talks, it's too hard to find coffee around the convention center. But the people are nice, making games is really...
Renewables Dominate California Grid, Gas Down 60%
In 2023, there was not a single day until spring where WindWaterSolar met >100% of demand for part of the day on the California ISO grid. During winter 2026, so far there are already 45 of 68 such days (66%), and...
NASA Decommissions Van Allen Probes After Seven Years
NASA's Van Allen Probes A and B were two half-ton spacecraft launched in Aug 2012 to elliptical 600 x 30000 km orbits to study the radiation belts. In 2019 their perigees were lowered to 200 km so...
ING Predicts Oil Market Shock if Hormuz Closes
What impact will closing the Strait of Hormuz have? ING takes a guess featured in the Chartbook Top Links of today. https://t.co/aiQTNxvQMb