From One Salary to Two: Middle-Class Squeeze
Just ONE generation ago, our fathers could support an entire family on a single paycheck. Afford homes, buy cars, raise kids, family vacations, and retire with pensions… all on ONE middle-class salary. Today? Two incomes barely cover rent in most cities.
Indonesia Buys BrahMos, Marking India's Second ASEAN Export
🚨 DEFENCE EXPORT BOOST 🇮🇳🚀 Indonesia Has Entered In Deal To Buy BrahMos Missile To Strengthen Its Naval Defence 🚀 Indonesia Becomes The 2nd ASEAN Country After Philippines To Acquire BrahMos 🚀 A Big Step For India’s Defence Exports 💪🇮🇳
India’s Fuel Prices Stable Unless Oil Hits $130
The government sources say petrol and diesel prices are unlikely to increase as India currently has sufficient fuel stocks. Prices may only rise if crude oil crosses $130 per barrel. Officials expect crude to stay around $100 per barrel.
Tesla Leads the Way in Consumer Autonomy
“We view [Tesla] as the current leader in consumer autonomy,” BofA equity analyst Alexander Perry 🤔
Worrying About Credit Card Fraud Isn't Rational
While no one wants to deal with credit card fraud, is it rational to worry about it, especially selectively? Here's why I think the answer is "no." https://t.co/YrRjx9Mdvr
Agentic Core Networks Drive 6G Business Opportunities
ICYMI Huawei Dr. Wen Tong: Agentic Core Networks Shape 6G, Unlocking New Business Frontiers https://t.co/tHRSRtZVKE via @www.huawei.com
Thermal Grizzly Loses $46K to Fake Metal Suppliers
Thermal Grizzly scammed out of $46,000 by Alibaba metals suppliers — company spread the risk across two copper and aluminum suppliers, only for both to send cheaper, fake materials https://t.co/7liDuS2RIf
Safe‑Harbored Panels Drive Six‑Project Solar Acquisition
Safe-harbored panel strategy enables acquisition of six-project community solar portfolio #energysky -- via pv magazine usa: https://t.co/Cr4Jue98Yl
Compute Limits or Surplus Define Meta's Ad Revenue Future
A few weeks ago, I wrote about Meta's investments into GEM and its LLaTTE architecture, and last week, I wrote about Meta's use of LLMs for ad re-ranking (prioritizing the ad shown from a candidate set). Both of these approaches are...
US Crude Shows $19 Upper Wick Spike
Now that is what I call a wick... Massive $19 dollar 'upper wick' on US crude oil... https://t.co/FyhlHK9e78
Omnisend Guarantees 5-Day Full Migration, Done Personally
Most software companies tell you migration is easy. Then they hand you a help doc and disappear. Omnisend did something different. Their leadership team migrated brands themselves. Felt the friction. Found the answer. Now they handle the entire process for you. 5 days. Start...
Don't Dismiss Chemical Pregnancies—Investigate Underlying Causes
It's more common than you think. A woman gets a faint positive on a pregnancy test, starts telling family, and then bleeds four days later. This is called a chemical pregnancy. And most OBs will say "it was just a...
Origin Energy Commissions 650 MWh Grid‑forming BESS in Australia
Origin Energy’s 650MWh grid-forming BESS begins commissioning in Australia #energysky -- via Energy Storage News: https://t.co/61QbfMJxsW
Markets Split Winners and Losers After Oil Spike
Today is the second day in a row (after Friday) that markets are trading winners and losers from the spike in oil prices. That's a big shift from the blanket risk-off that clobbered all EM currencies this time last week....
FDA Leaders Makary and Pazdur Meet Investors in Miami
Re: Prasad, from this morning's @statnews Readout newsletter: FDA Commissioner Marty Makary is in Miami this week speaking to health care investors attending a slew of broker conferences, noted Mizuho health care strategist Jared Holz. That should make for some...
Even After Iran's Surrender, Oil Recovery Weeks Away
If the war ended today with Iran's complete and total surrender, Strait of Hormuz shipping traffic would take two weeks to return to normal and Gulf oil production two months to get back to pre-war levels. And that's optimistic. https://t.co/o3CKt61EZn
Silfab Solar Plant Shut Down After Chemical Spill
Silfab solar cell manufacturing site temporarily closed after chemical incident #energysky -- via Solar Power World: https://t.co/wPNqIx1Taf
Oil Prices Surge, Volatility Spikes Ahead of Live Market Call
Lots to chat about this morning with oil surging and vol spiking 🛢️📈 MRKT Call is LIVE at 11 am ET with Dan & @CarterBWorth 📺 WATCH: https://t.co/6sahpHh8D9 https://t.co/mAD77jkCZv
Starmer Won’t Deploy Warships to Protect Citizens Abroad
Serious question. Has anyone told this retired Royal Navy captain that @Keir_Starmer can’t (or won’t) deploy a single warship to defend his citizens overseas? https://t.co/ZcOiyRqtsn
Nowcast Shows Shipping Volumes Collapse, Dragging Economy
Some weekly inputs are coming into our nowcast-model today, and it looks pretty painful to be honest. Especially in growth terms. The shipping/trucking/export/import volumes look bad. Really bad. So this is starting to impact the economy (already)..
Iranian Generals Stay Calm, US Defense Chief Rattles Sabers
These are the men running the Iranian military. Calm, knowledgeable, and realistic. No much of sabre rattling come from these old military honchos, they know the game & they play it well to the best of their ability. Compare that...
EVs Cutting Oil Demand by 1.5M Barrels Daily
Are electric vehicles denting oil demand? Yes. By how much? 1.5 million barrels of oil a day, according to EV Curve Futurist. Caveat: These estimates are hard, but the numbers are certainly adding up.
Analysts Underestimate Oil Shock's Real Market Impact
>70% of RBC’s non-energy analysts saw limited impacts on stocks they cover from the spike in oil prices and geopolitical crisis. Here’s why that’s missing the forest for the trees — or rather, missing the tankers for the empty strait. https://t.co/rQNco6tBZB...
Rockefeller Center Hits 98% Lease at Record Rents
The iconic Rockefeller Center. Ben Epstein and his team handle the leasing, and they’re crushing it. 6.5M square feet, 98% leased. Rents? The highest they’ve ever seen. Fun geeking out on the market - hard to imagine a more incredible leasing assignment anywhere. https://t.co/yBZqAs7D2v
Stop Forecasting Oil, Start Preparing for Price Swings
Don’t Predict Oil Prices, Prepare for Them - https://t.co/MNGa0kJy3v #oilprices #peakoil #supplychain #logistics #riskmanagement #decisionscience
Heating Oil Prices Surge $1.50 per Gallon Since February
Email from my home heating oil company: "This recent price run up is the biggest and most dramatic I have ever seen. Our heating oil suppliers have raised the prices they are charging us by more than $1.50 per gallon since...
Six Ex‑WaPo Sports Writers Join ESPN
Kent Babb; Kareen Copeland; Robert Klemko; Chuck Culpepper; Tom Schad; and Ben Strauss all heading to ESPN, which is scooping up the six former WaPo sports scribes.... https://t.co/ezxY9fleGR
Iran’s Terror Threat Wanes, but Intent Intensifies
"Over the past five years, U.S. authorities have disrupted 17 Iranian plots targeting the homeland. Even as the Iranians’ capabilities are being attenuated, their intent to attack, if anything, is growing stronger." https://www.theatlantic.com/ideas/2026/03/iran-terror-attack-risk/686277/?gift=3ObTKY0I1nS0F4IydLmzGcnFNoPWO9AP_QIKgsRfc2E&utm_source=copy-link&utm_medium=social&utm_campaign=share
US Deploys Ukrainian Drone Interceptors to Middle East
The US Army is rushing Ukrainian cheap drone interceptors to the Middle East, which is a hugely welcome development. These are cost-effective, battlefield-tested solutions for defeating Shaheds & should proliferate quickly. https://t.co/bfY0oYf45R
Iran's Attack on Turkey Risks NATO Escalation, Turkey Holds Back
Major mistake by Iran to attack Turkey (NATO) and Azerbaijan. https://t.co/vImYh9g8cV Turkey did not immediately comment on any formal steps within NATO. It had previously said it had no intention of invoking the bloc's Article 4 that would call allies to consult...
ExpertFlyer: Worthwhile Subscription Costs and Benefits for Frequent Flyers
ExpertFlyer is a valuable paid subscription service for anyone who is a frequent flyer. Here's how much a membership costs, and what it gets you. https://t.co/BgBufUC0iU
France Says G7 Still Hesitant on Oil Stockpile Releases
France says G-7 is not there yet on releasing oil stockpiles https://t.co/aduCab1b7z via @WHorobin @Alemrome https://t.co/YIIOlUuvMQ
Mixed-Module Sourcing Boosts FEOC Compliance Outcomes
Could mixed-module sourcing give more than mixed results for FEOC compliance? #energysky -- via pv magazine usa: https://t.co/YidQzjWZo0
Meet 2026 Innovators at HIMSS Booth 6453
We’re excited to introduce the 2026 Innovators You Need to Know at #HIMSS26! 📍Stop by Booth #6453 Scan QR codes for exclusive insights, guides, and resources… every scan gives you a chance to win prizes.🤩 Start exploring now, or see it in person:...
Year‑long 10% Energy Surge Adds 40bps Inflation, Cuts Growth
1/5 A 10% increase in energy prices that persists for a year would push global inflation up by 40 basis points and slow economic growth by 0.1-0.2%, International Monetary Fund Managing Director Kristalina Georgieva said. So, what price measures "persists for a...
Tankers Poised for 20‑30% Surge Despite Market Blindspot
Tankers should be surging, but broad market again missing forest (insanely strong markets, cascading inefficiency) for the trees (worry abt handful of ships at anchor). Top two public #shipping trades: $DHT ($18.36) $STNG ($77.75) Bookmark, check in a month. 20-30%+ potential.
U.S. Frackers Resist Production Swings Amid Price Volatility
"We don’t like to whipsaw these programs up or down, ConocoPhillips Chief Executive Ryan Lance told analysts. The price of a barrel of U.S. crude topped $120 in early 2022 and fetched as little as $55 in December." https://www.wsj.com/business/energy-oil/why-american-frackers-arent-rushing-to-pump-more-oil-d0d36a4d
Spend $10 B to Save
If someone has a better suggestion than filthy lucre, I’d like to hear it. In the current context, $10 billion seems like a bargain to save lives and avert a global economic crisis. https://open.substack.com/pub/markhamhislop/p/my-modest-proposal-to-end-the-iran?r=gpc8l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
Ukrainian Air Force Loses Heroic Colonel in Combat.
Tragic news from the Ukrainian Air Force. Colonel Oleksandr Dovhach, commander of the 39th Tactical Aviation Brigade and a Hero of Ukraine, has been killed while carrying out a combat mission. Another Ukrainian ace gone into the sky forever. https://t.co/PwhUVOEckr
Artists Can Ban Ticket Resale Above Face Value
Regular reminder that live artists using Ticketmaster are allowed to stop resale above face value. It's their choice, and was true of Taylor Swift (among others). Very few do it (Noah Kahan, Billie Eilish notable exceptions)
Virtual Power Plants Quickly Stabilize State Electricity Bills
Jigar Shah sees virtual power plants as the fastest way for states to stabilize electric bills #energysky -- via pv magazine usa: https://t.co/3OfaRaDPp7
Property Insurance Costs Hit Record High
March ICE Mortgage Monitor: "Average annual property insurance payments rose to an all-time high" https://calculatedrisk.substack.com/p/march-ice-mortgage-monitor-average
Bilt Card Subjects Rent Payments to CARD Act Rules
Either rent/mortgage payments are via Bilt card (CARD Act, TILA apply) or they are not. I suspect some users' confusion is due to Bilt's communication of how housing payments work in "Bilt 2.0" https://t.co/vORPcpuwYe
Oil's Rare Weekly Surge Mirrors Magazine Cover
Oil just had a weekly move that is only supposed to happen once every four million years. It also happened soon after this magazine cover. Not sure that is a coincidence. https://t.co/H9Do3IylHC
Unmanned Ships Signal New Defense Inflection Point
Truist note re Iranian conflict and autonomous sea power: @TheTerminal “We believe the impending shift toward unmanned maritime systems in the Persian Gulf represents the next major inflection point for defense technology, mirroring the rapid ‘Ukraine-style’ adoption cycle."
Beyond Price Control: New Roles for a Full US SPR
People recoil at the idea of using the SPR just to damp prices. But now that the US has plenty of domestic oil, what other purposes would it serve? What other conditions would be an appropriate time to use it?
Southwest Flight Aisle Brawl Captured: Daughter Assault Allegation
Aisle Fight Breaks Out on Southwest Flight in Miami — “He Hit My Daughter” Blowup Caught on Video - View from the Wing https://t.co/q0VdMRJjk7
Utah's AI Prescription Plan Faces Conflict‑of‑interest Critique
Appropriate critique of Utah going with AI for prescriptions based on a @Doctronic preprint written by the company, by @JosephSakran gift link https://t.co/HcFqBy86wb https://t.co/QpVA7HGjRT
LEO Constellations to Replace Aging Peripheral Tower Sites
"Telecom executives have told us that certain peripheral tower locations with expiring leases and aged radio access network equipment will be better served by LEO constellations' DTC offerings" via Peter Supino
Uncertainty Over Chinese Type 055/052 Escort Role
I know that the Chinese Navy has a Type 055 and 052 in the area, but I am not sure if they are escorting.