Hard Assets Rally as War Ends, Metals Lead
“Precious metals surge as the war ends.” Bizarre, to say the least. Very solid move in miners and Latin American stocks today. Also worth noting: Oil and gas equities remain remarkably resilient despite the volatility in energy prices. None of us own enough hard assets. https://t.co/Y5V7Jd6e7r
Procurement Must Align With Enterprise Strategic Priorities
“Procurement’s focus must always be aligned to enterprise priorities and strategic objectives.” ➤ https://t.co/s48vDbFr5l #procurement #purchasing #supplychain https://t.co/sz4Kj2U6xI
Burnout Is Blocked Energy, Not Just Exhaustion
Physician burnout isn't an empty battery. It’s an engine revving while stuck in park. 🏎️💨 It’s not just exhaustion; it’s blocked energy. When your moral agency is stripped away, your "aliveness" turns into cynicism. It’s time to reframe the problem. 🧵 👇 Link...
Hormuz Closure Reverses WCS‑WTI Spread Amid Sour Crude Flow
Most of the crude that ships out of the Strait of Hormuz is medium-to-heavy sour Western Canadian Select at Houston vs WTI, which reflects a clean light-heavy quality differential, had weakened (widened) on Venezuela reentering the USGC market—Hormuz closure entirely reversed...
Isfahan Site Identified as Qanat, Not UGF Entry
We're now pretty sure this is a qanat, not an entry point for the UGF at Isfahan.
Staff Officer Sent Fatal Slide, Risked Lives
Bill Gortney would have had people killed if this slide ever left his command. What staff officer looked at this and hit "send"?
Cut Freight Planning From 30 Hours to 1
30 hours. Every week. Gone. A national electrical supplier was spending 30 hours a week manually planning their freight: dedicated drivers across 8 facilities, local carriers, third-party loads. After implementing EVOS Smarttools powered by BlueGrace Logistics, that same work takes one hour. In...
Watch Laura Delgado Lopez's Space Security Webinar on YouTube
If you're trying to listen to Laura Delgado Lopez's webinar on Space Security in Latin America and couldn't get a link from the registration website, here's the YouTube link: https://t.co/umexorvqwx
Leucovorin Approved for Limited Autism Subgroup, Not Mass Treatment
Last fall the administration was talking about leucovorin as a potential treatment for large numbers of people with #autism. Today's approval suggests the evidence supports its use in a much smaller group of people, @rosebroderick_ reports. https://t.co/NlJR8KlaqP
Amazon Leo Urges FCC to Block SpaceX Orbital Data Centers
Amazon Leo has urged the FCC to deny SpaceX's plan to build orbital data centers comprising up to 1 million satellites, arguing that it's 'wholly unrealistic' and would give SpaceX 'near-total control' of launch insertion orbits. @Light_Reading https://t.co/FjxmufLF9g
Chinese‑crewed Marshall Islands Bulker Repeats Red Sea Pattern
The Marshal Islands-bulker KSL Laiyang is running the Strait. She is broadcasting on AIS "China Owners & Crew". This is EXACTLY what we saw happen in the Red Sea against the Houthis. Expect to see more of this. https://t.co/LSCESnEDKI
How IEA Emergency Oil Releases Actually Work
It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...
Trump's Quick End Threatened by Hormuz Oil Leverage
trump may want to end the iran war quickly. but closing the strait of hormuz or even threatening it keeps oil high and the conflict alive. @gzeromedia
Extreme Backwardation Signals Temporary, Overdone Oil Price Spike
You didn't have to be a genius to look at the extreme backwardation in the Futures curve for crude oil to call the current price spike temporary, and overdone. #CrudeOil
Ballistic Missiles Target Iranian Ships, Signaling Future Warfare
U.S. Striking Iranian Navy Ships With Ballistic Missiles The use of ballistic missiles to hit adversary ships at long ranges is a preview of what is to come for the U.S. military. https://t.co/4nRoah8MWn
30-Year Mortgage Rates Drop 63 Bps, Spread Narrows
The average 30-year fixed mortgage rate today: 6.09% Same day last year: 6.72% -------------------- 10-year Treasury yield: 4.12% Spread today: 197 bps
Paramount Skydance CEO Discusses Historic Warner Bros. Deal
A historic merger- I sat down with Paramount Skydance CEO David Ellison for an exclusive interview about his company’s acquisition of Warner Brothers Discovery. Check it all out on CNBC and cnbc.com
Japan Sets NdPr Price Floor, Investors Remain Unmoved
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3
Feb 2026 Home Sales Fall 17% Below
U.S. existing home sales total 257,000 in February 2026 Since 2000, February has averaged 310,000 U.S. existing home sales Resale turnover remains constrained Table via @ResidentialClub Data via @nardotrealtor https://t.co/4g2dE9eSU5
Debunking Vaccine, Tylenol, Leucovorin Myths in Autism
In my recent @BakerInstitute article, “reframing autism,“ I debunk the nonsense around vaccines, Tylenol, and leucovorin https://t.co/pxLaDLInlf
Archer on Track for US Passenger Flights, Eyes UAE Launch
Archer is “on track” to begin carrying passengers above select US cities later this year, as part of a government pilot program, and remains focused on “rapidly progressing” its plan to launch flights in the UAE — despite war-related uncertainty...
First Transatlantic Fiber Cable Resurfaces Amid AI Bandwidth Race
Fun fact: The first transatlantic internet cable is being pulled off the ocean floor right now. Almost no one knows it's happening. TAT-8 went live in 1988. First fiber-optic cable to connect Europe and the US. Isaac Asimov called it a "maiden voyage...
Perseverance Achieves 90% Autonomous Travel After 1,312 Sols
Perseverance had completed about 90 percent of its travels autonomously, as of its 1,312th Martian day since landing https://t.co/EpREqOS43q #AI
WebGPU Powers Indie Games, Discovery Remains the Hurdle
Three.js + WebGPU = a modern Flash games boom > Ships to 5B+ users, near-native GPU performance > No platform rake, app store, or custom runtime > Devs own their distribution + monetisation > AI can now vibe code the games for you The only...
Bankers Claim $100M ARR Now Enough for IPO
"I'm hearing bankers say things like, '$100 million ARR, we could probably take that public.' I haven’t heard that in a while."
Shopify Evolves Into Full Business Operating System
@shopify stopped being “just an ecommerce platform” a long time ago. For many merchants, it’s the system of record for their entire business. Payments. Inventory. Capital. Shipping. Marketing. Data. All connected. Commerce now happens everywhere. Online. In stores. On social. Through AI agents. What matters most...
DHL CEO Cautions Against AI as Universal Fix
A good DHL quote about AI from its Q4 earnings transcript: "I think for us, what's important we don't have the approach to think that putting a AI sauce source over everything creates great benefit." Tobias Meyer, CEO
Buy Crude at 83‑92; Below $75 Signals End
If you are bullish crude on reescalation, this is the buy zone .. Equilibrium in CL1 should be 83/92 .. Single prints yesterday on trump comments in the 91/92 area. Below $75 (the first Sunday gap when the war started)...
BioNTech Founders Leave to Launch New mRNA Venture
BioNTech founders to step down and helm new mRNA startup https://t.co/yjvsVRQH2D by @Lilah_Alvarado $BNTX - 20%
CHIPS Act Fueled Major Manufacturing Investment Surge
Thank you to @IFP for publishing my piece investigating what role the CHIPS Act played in the manufacturing investment boom of the past few years. It wasn't all CHIPS-driven, but geographic & industrial cross-sections suggest a very substantial linkage: https://t.co/vseboy0GnV
Serena and Joe Launch Unwell Podcast on Love, Age Gap
‘Bachelor in Paradise’ Couple Serena Pitt and Joe Amabile Team With Alex Cooper’s Unwell Network for Video Podcast About Their Relationship (and Age Difference), Reality TV and Pop Culture, and More https://t.co/Xwsr104A0l via @variety
Live Oscar Preview on Y100 FM with Scott N Sports
🚨🆕 I'm going on 📻 @Y100FM 𝐍𝐎𝐖 with @ScottNSports for 📺 #TVTuesday to preview 🎬🍿 the 98th Annual #AcademyAwards #Oscars on @ABCNetwork and @hulu hosted by @ConanOBrien 🎧 𝐋𝐈𝐒𝐓𝐄𝐍 𝐍𝐎𝐖 🔊 🗣“Play KUYY” or "Play Y100" 📱 💻 https://t.co/nlxHQ15c7o https://t.co/uUUzGc0YYF
Pentagon's Hubris Delays Drone Defense, Finally Copies Shahed
This should surprise nobody considering how aloof and resistant the Pentagon has been to the drone threat for many years. Big Hubris is capabilities, look what it took to finally build a U.S. Shahed-136. The defensive side of the equation...
Xenon Scores Epilepsy Win; FDA Revives Duchenne Cell Therapy Review
Xenon hits a ‘home run’ in epilepsy; FDA restarts review of Duchenne cell therapy https://t.co/l40xYeW2Xh $XENE $CAPR + 15% $REGN $PFE $ABBV $GSK #biotech
Caine's Escort Plans Reveal Lack of Pre‑existing Strategy
General Caine was asked about escorting and his comment was, "on the potential, if tasked to escort, we'll look at the range of options." 1⃣Has @CENTCOM @US5thFleet not have these options already planned out and war gamed? 2⃣So, there is...
Taiwan's AI Pavilion Showcases Hospital-Ready Integration
Can it run inside your hospital? Taiwan’s debut pavilion at #HIMSS26 showcases AI built for integration, uptime & scale. Booth #6035. Mixer TODAY | 1:30 PM. Get the info: https://t.co/YmpW6r2H5Y #TaiwanExcellence #HITSM
Whalar Launches Lighthouse Studios, Partners with Lyrical Lemonade
Whalar Group Launches Lighthouse Studios to Build a TV-Like Schedule of Creator Content, Sets Joint Venture With Cole Bennett’s Lyrical Lemonade https://t.co/V4y1XtspOC via @variety
Trump's LA Wildfire Rebuild Plan Collapses Before Launch
NEW: The Trump plan to take over LA's wildfire rebuild is over before it started. https://t.co/JBoXSiUqhh
Markets Question Reopening Timing Amid Falling Oil Prices
The hard thing for markets is reading this while oil prices are falling — I think the question is whether markets correctly anticipate a reopening before it happens or whether it needs a big headline.
Own Your Strengths, Outsource the Complex Legal Details
A big company sent over MSAs and red lines. Joel had no idea what he was reading. Instead of pretending, he partnered with people who'd scaled companies before. "Full ass the thing you're good at and get someone else for the rest."...
Sacramento Sellers Must Offer Concessions to Win Picky Buyers
Some stats for seller concessions to buyers in the Sacramento region. Buyers are very picky about getting into contract AND staying in contract. Sellers, work with buyers. Make the transaction a win for them also. And if the market requires,...
BBIO, ALNY Surge on Pfizer Tafamidis Patent Win
$BBIO $ALNY moving higher on apparently good news re: Pfizer's tafamidis patent defense. If you have access to Umer Raffat's research, he has all the details.
EVs Leap Forward: 777km Range, 12‑Minute Charge
Re-reading the excellent Energy A Human History by Richard Rhodes and I'm struck by how much has changed re: EVs since it was published in 2018. BYD just announced a 777km range battery that charges in 12 minutes. Car's fast...
Goal: Destroy Navy, Halt Missiles, Deny Iran Nuclear Weapons
"Our objectives...the same as day I gave my first briefing here on Operation Epic Fury...missile and their ability to make them, two destroy their navy, and three permeant deny Iran nuclear weapons, forever." @SecWar https://t.co/4T9ht30KJZ
How to Fund Apple Cash and Maximize Apple Card Rewards
Just joining the complex Apple Card ecosystem? It's smart to learn how to move your money around, including funding your Apple Cash. Here's a primer that explains how everything interrelates and how to maximize your rewards: https://t.co/ZPP9OBmIZw #applecard #applecash #banking...
Supreme Court Strikes IEPPA Tariffs, Highlighting Endless Instability
The Supreme Court ruled IEPPA tariffs illegal on Feb 20. That's less than 3 weeks ago, but feels like eons. That's Trump 2.0. Nothing's ever stable. You have to wonder if we'll even remember war with Iran 3 weeks from...
US EV Demand Surge Could Boost Lithium Stocks
In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case....
Psilocybin Plus Therapy Boosts Quit Rates Sixfold
🚨 @NPR spotlights our new JAMA Network Open study: One psilocybin dose + therapy gives 6X better odds of quitting smoking vs. nicotine patch + therapy. Game-changer for tobacco smoking addiction?
Ellison’s Hiring Choices Raise Red Flags Beyond MeToo
David Ellison, the guy who wants to run two Hollywood studios, has some questionable hiring judgment. And it’s not just the MeToo men. Via @kimmasters ⬇️⬇️ https://t.co/MWzlUjRS9A
Airline Mishandles Fragile Bag, Offers Token ₹500 Compensation
A Bengaluru man travelled from Delhi to Bengaluru by flight received his luggage bag in damaged condition. The airline offered him ₹500 as compensation. He complained to the airline about it, mainly regarding the trolley bag having a fragile tag. Despite having a...