Social•Mar 1, 2026
Banks Fund Real Estate, Not Stocks—Choose Property
If stocks were the best path to wealth, banks would loan you 80% to buy them. They don’t. But they will for real estate. That should tell you something.
By Sam (FasterFreedom)
Social•Mar 1, 2026
What Ottawa Taught Me About Climate Action
I've just got back to London from a whirlwind few days in Ottawa, as guest of the Canadian Climate Institute. I penned a few thoughts on what I learned. https://t.co/FrCsgfG4E3
By Michael Liebreich
Social•Mar 1, 2026
Hollywood Exhausted, Angry, and Anxious After Years of Turmoil
🧵I wrote in the @nytimes about why Hollywood isn’t relieved that Paramount rather than Netflix is poised to win Warner Bros: “After years of tumult-Covid, strikes, streamer wars, wildfires- Hollywood is exhausted, angry, resentful and anxious. https://t.co/alYpuAuAp0
By Sharon Waxman
Social•Mar 1, 2026
Ginkgo's 2025 Revenue Far Misses $7.6B Promise
Ginkgo reported full year 2025 revenue of $170M at the end of last week. When it went public at a $15B valuation in 2021, they guided to investors that they’d be adding $7.6B in new business PER YEAR in 2025...
By Brad Loncar
Social•Mar 1, 2026
Space Firms May
Recall that two years ago Rivada blamed Oct 7 for delays in securing funding for their contract with Terran Orbital. I'm wondering which space company will be the first to use the current Middle East conflict as an excuse for...
By Tim Farrar
Social•Mar 1, 2026
Iran Declares Hormuz Open, IRGC Hints Otherwise
The Strait of Hormuz may be open according to the Iranian government, but the IRGC seems to have different machinations. https://t.co/cvL7jYvGoa
By Christopher Vecchio
Social•Mar 1, 2026
OIH and XLE Surge; Oil Rally Just Beginning
🚨 UPDATE: On February 2nd I told you to buy OIH and XLE. Since then: OIH: +14% XLE: +10% Crude oil: 7-month highs And in my opinion, we’re just getting started. Here’s why I’m not selling yet:
By Shaik Hetpal (The Kobeissi Letter – strategist)
Social•Mar 1, 2026
Proposed Rule Would Put Driver Photos on Trucks
How would you feel about a proposal that along with DOT number, all trucks must have a picture of the driver on the side? https://t.co/pcht3FI0c8
By Timothy Dooner
Social•Mar 1, 2026
Home Batteries Transform Australia's National Electricity Market
Home batteries reshape Australia’s national electricity market #energysky -- via pv magazine global: https://t.co/fiHsRFXODW https://t.co/R6laEgqPbB
By Tor “SolarFred” Valenza
Social•Mar 1, 2026
Scaling AI: Cost Vs. Asset Lifecycle ROI
The ROI of Scale: Computational Costs vs. Asset Lifecycles - For AI engineers working in sectors like rail, utilities, and energy, the primary challenge has shifted from “Can we build it?” to “Can we afford to scale it?” https://t.co/SjIN9Uk9eF
By Dez Blanchfield
Social•Mar 1, 2026
Small Business Owner Refunds Unlawful Tariffs, Calls Out White House
"This small business owner is already giving her customers a tariff refund" https://t.co/958bIzS0SL "if somebody charges you something and it's unlawful, they should give you your money back" Cc: The White House https://t.co/82Lv6OPwJw
By Scott Lincicome
Social•Mar 1, 2026
Mystery Pipes on Ship 39 Likely Heat Exchanger
I'm still scratching my head over these pipes. They're not part of the stand. Definitely a part of Ship 39. I've heard all sorts of theories. A new Flap drive. Chill lines. Vent lines. But none of it really fits, especially...
By Felix Schlang
Social•Mar 1, 2026
AI Auditor Uncovers up to 85% Customs Errors, Free Refunds
Flexport now allows importers to use our AI Customs Auditor to audit all the customs entries their other customs brokers have done for them. We find their mistakes and then set you up to claim refunds wherever you overpaid. ...
By Ryan Petersen
Social•Mar 1, 2026
US Weapon Supply Hinges on Chinese Components Despite Oil Strikes
"Amateurs talk tactics; professionals study logistics." -USMC Gen. Robert Barrow Many rightfully noting US hitting Chinese oil supplies; few noting that US cannot restock weapons without Chinese components. Left headline: Wednesday of last week Right headline: WSJ today https://t.co/N0oRvB87DA
By Luke Gromen
Social•Mar 1, 2026
Amazon MGM’s Crime Thriller Holds Steady, Serves Prime Video Growth
#AmazonMGM’s new crime thriller #Crime101 starring #ChrisHemsworth, #HalleBerry & #MarkRuffalo held well at US #BoxOffice, grossing 3.4M on 3rd 3-day weekend, just a -38.2% drop from last weekend, despite losing -554 theatres on FRI and facing #Scream7 (vs #TheBeekeeper’s 6.7M,...
By Luiz Fernando
Social•Mar 1, 2026
SONAR Tender Rejections Predict Trucking Stock Moves
The connection is clear: Large trucking equities trade based on forward trucking market conditions and the best signal is SONAR's Tender Rejections Chart: SONAR Truckload Rejections vs. JB Hunt Stock Price https://t.co/R8Mc1l5UyF
By Craig Fuller
Social•Mar 1, 2026
Faith‑Based Sequel Slumps 60% Weekend, Misses Original
Despite being received with as strong WOM as the original film, #Lionsgate’s faith-based sequel #ICanOnlyImagine2 definitely won’t have the same staying power at US #BoxOffice, after grossing just 3.1M on 2nd 3-day weekend, a harsh -60% drop from opening (vs...
By Luiz Fernando
Social•Mar 1, 2026
Goldman Slide Signals Hidden Atlantic Credit Crisis
Goldman Sachs down 7.5% in a single day. From $985 to $860 in three months. Meanwhile, a UK mortgage lender just collapsed. Private credit contagion is spreading across the Atlantic. This isn’t a correction. It’s a credit event hiding in plain sight.
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 1, 2026
2023 Spread Surge Pushes Mortgages to 7.17%
The worst levels of the spreads in 2023 resulted in 7.17% mortgage rates today instead of 5.99%. https://t.co/PkASya1lri
By Logan Mohtashami
Social•Mar 1, 2026
No Role Modelz
No Role Modelz is now the 3rd most streamed 2014 song on Spotify. The song has became more and more valuable over time. It’s the type of song that catalog investors would love to own.
By Dan Runcie
Social•Mar 1, 2026
Hedge Funds Flock to SONAR Amid Rising Tender Rejections
This SONAR chart: Outbound Tender Rejection Index (blue) vs. Knight-Swift stock price (yellow). There is a reason that hedge funds buy SONAR and it is our fastest growing cohort. https://t.co/erT8QvKIr6
By Craig Fuller
Social•Mar 1, 2026
Renewables Insulate You From Oil Market Chaos
Two different worlds entirely. With the Strait of Hormuz shut down, oil producers closing production and oil tanker insurance companies ceasing coverage in the middle east: Person with no solar & no EV: Congrats, your gas expense may soon double, your...
By Renewable Energy Club (Jonathan Rasmusson)
Social•Mar 1, 2026
AI-Only Companies Promise Superior, Burnout-Free Customer Service
The irony of zero human companies: They'll probably have better customer service than most human-run businesses today. 24/7 response times No burnout No ego No politics Just ruthless optimization for user satisfaction. We've been training for this future every time we preferred the chatbot to waiting on...
By Lex Sokolin
Social•Mar 1, 2026
Aspen Leads Nation with Firefighting Drone Technology
Colorado is leading with practical wildfire solutions. Aspen is first in the nation using new tech to get ahead of fires and protect lives, landscapes, and communities. From tackling pine beetles to statewide wildfire mitigation, we’re keeping Colorado’s forests and people...
By Governor Jared Polis
Social•Mar 1, 2026
Solar LCOE Projected to Drop 30% by 2035
Solar LCOE to fall 30% by 2035, says BloombergNEF #energysky -- via pv magazine global: https://t.co/3AQL0ZML68
By Tor “SolarFred” Valenza
Social•Mar 1, 2026
The Hunger Code: Rethinking Weight Loss Without Counting Calories
Checking out the humanoid robots with Jason Fung at the Tesla Diner as we celebrate the release of his remarkable new book, The Hunger Code—a bold rethinking of obesity and weight loss. The Hunger Code is poised to help thousands lose...
By Robert Lufkin, MD
Social•Mar 1, 2026
Industrial Policy: Faith Over Coherent Strategy in Unknown Territory
"The Incoherence of Modest Industrial Policy" https://t.co/FC72XUqs6v "If policymakers admit they are operating in unknown territory, then the idea that they can steer society in a coherent direction becomes less a policy strategy and more an article of faith." https://t.co/pTa6RJfJnQ
By Scott Lincicome
Social•Mar 1, 2026
Microplastics Detected in Human Brains, Linked to Dementia
I never once mentioned microplastics in 20 years of teaching at medical school. Now they've been found inside human brains — and at significantly higher concentrations in people with dementia. A Frontiers in Neurology review lays out the damage: Microplastics cross the...
By Robert Lufkin, MD
Social•Mar 1, 2026
Iran Conflict Will Expose Oil Market Fragility
IRAN WAR will test the vulnerability of oil markets - I got to write some thoughts in the Financial Times: https://t.co/L7TKTXxT7U
By John Kemp
Social•Mar 1, 2026
Agentic AI Summit Will Challenge Conventional Wisdom
#MWC26 tech rehearsal—check. Come see me and @TelcoDR tomorrow morning at the Agentic AI Summit. Conventional wisdom will be challenged. https://t.co/p1HcTYpQLg
By Sean Kinney
Social•Mar 1, 2026
Apple Readies Stores for Massive Launch-Driven Customer Surge
Apple is preparing retail stores for a major influx of customers in response to this week’s new products. Here’s what I’m expecting and details on the preparation. https://www.bloomberg.com/news/newsletters/2026-03-01/apple-touch-screen-macbook-pro-fall-2026-details-cheap-macbook-launch-core-ai-mm7rcg48
By Mark Gurman
Social•Mar 1, 2026
AI Becomes Next Multi‑Domain Weapon System
Would probably add AI to the list of new weapon systems - particularly for coordinating/planning highly complex multi-domain ops, VUL windows, EW, tanker tracks, cyber, space ISR etc to achieve synchronised ToT & then rapidly generating a new frag order....
By Tim Robinson
Social•Mar 1, 2026
Cleaver‑Brooks Launches Air‑to‑water Heat Pump for Hydronic Heating
Cleaver-Brooks unvelis air-to-water heat pump for hydronic heating #energysky -- via pv magazine global: https://t.co/VV7wnodgyp
By Tor “SolarFred” Valenza
Social•Mar 1, 2026
EU Digital Euro Stalls Amid Offline‑only Push
Brussels proposed a digital form of cash that could be used both online and offline. Navarrete, by contrast, is pushing for an offline-only model. More delays. Can Europe break free of Visa and Mastercard? MEPs stall digital euro https://t.co/SLW3jTmnrB
By Efi Pylarinou
Social•Mar 1, 2026
Hapag-Lloyd Halts Bab El-Mandeb Sailings Over Security Risks
Hapag-Lloyd - Due to the deteriorating security situation in the Middle East region, we have decided – in close coordination with our security partners – to pause future Trans-Suez sailings through the Bab el-Mandeb Strait for the time being. https://t.co/igGhhMHR23
By Cathy Morrow Roberson
Social•Mar 1, 2026
Mike Payne Discusses Reviving U.S. Manufacturing Amid Skills Gap
Join our conversation on revitalizing the US manufacturing industry with 𝐌𝐢𝐤𝐞 𝐏𝐚𝐲𝐧𝐞! Stream now: 🔗 https://t.co/aAuD37nCVV 📽️ https://t.co/vDhYvaPyHB 🔗 https://t.co/DmYp21NDA3 #SkillsGap #ProductivityGap #ManufacturingJobs #WorkforceDevelopment #Reshoring https://t.co/xZtbtIeUYz
By Arthur Field
Social•Mar 1, 2026
Orban Faces Public Pushback, Rumors of Coup
Hungarians want to kick Viktor Orban out of power. Is he planning a coup to stop them? From @dailytelegraph https://t.co/WK4P4gz7nL
By Anne Applebaum
Social•Mar 1, 2026
Industry Complacency Fuels Ongoing Hollywood Consolidation
Want to know why consolidation keeps happening? People within industries just don’t see problems with it. A lot of the major Hollywood players are fine with the Paramount merger. https://t.co/lWXZRyUNqb
By Matt Stoller
Social•Mar 1, 2026
Oil Spike Lifts Brazil Real, Sinks Turkish Lira
When markets open tonight, oil prices will spike, which will help oil exporters and hurt oil importers. In Q1 '22, oil prices spiked almost 40%. Single biggest beneficiary - by far - was Brazil's Real, which rose 20%. Turkish Lira...
By Robin Brooks
Social•Mar 1, 2026
Batik Air Cancels Dubai Flight Amid Middle East Airspace Closure
Batik Air Malaysia has cancelled today’s flight to Dubai from KL due to the closure of airspace in the Middle East. The airline said in a statement that it continues to monitor the situation in the region. Passengers travelling on...
By Bilqis Bahari
Social•Mar 1, 2026
Wireless Tech Drives Seamless Guest Experiences
Smart Hospitality: How #Wireless #Tech Is Powering Seamless Guest Experiences by @NordicTweets #Innovation #EmergingTech #TechForGood https://t.co/ETlhtOJ3mD
By Ron van Loon
Social•Mar 1, 2026
UK Court Blocks Appeal, Trafigura Pursues $700M Recovery
Trafigura nickel fraud case advances as UK court blocks appeal and Trafigura seeks $700mn recovery. https://www.metalnomist.com/2026/03/trafigura-nickel-fraud-case-trader-to.html
By The Metalnomist
Social•Mar 1, 2026
FWA Poised to Capture 25% of Broadband by 2025
"FWA now controls 16% of the broadband connections and at current pace might touch 25% by the end of next year." via @chetansharma https://t.co/CEISuOjqNg
By Mike Dano
Social•Mar 1, 2026
Purpose Sells: Warby Parker's Give‑back Beats Product‑only Brands
Warby Parker donated over 20 million pairs of glasses through their 'Buy a Pair, Give a Pair' program. A mission baked into every sale. Meanwhile you're just selling a product with no story or purpose behind it. That's the gap.
By Kamil Sattar
Social•Mar 1, 2026
Lore Partners with Erebor Bank to Build US Sovereign AI
Excited to have selected @ereborbank as Lore's banking partner as we build sovereign AI infrastructure for the United States. It's important that American-aligned companies support one another. https://t.co/8b2Sgl0Ctm
By Nathan Lands
Social•Mar 1, 2026
Qatar Airways Halts Flights Until Airspace Reopens
Qatar Airways said its flight operations remain temporarily suspended due to the closure of the Qatari airspace. The airline added that it will resume operations once the Qatar Civil Aviation Authority announces the safe reopening of the country’s airspace.
By Bilqis Bahari
Social•Mar 1, 2026
Dubai's Woes Ripple Into India’s $45 Bn Remittances
Problems in Dubai are not just for people staying there - it spills over to India - we get $45 bn of remittances from the Middle East each year.
By Basant Maheshwari
Social•Mar 1, 2026
Iran Leadership Change Fuels Heightened US‑Iran Tensions
1/ Update on middle east tensions & their market impact : - Iran's Supreme leader is dead , new leadership will take charge soon (likely today) - IRGC announced to hit America & Israel today in the most intense way - Trump responded...
By tradeloq
Social•Mar 1, 2026
Day Two of US‑Israeli‑Iran Conflict Amid Leader’s Death
U.S.-Israeli War With Iran Enters Day Two U.S.-Israeli strike and Iranian retaliation continues amid new uncertainly with the death of Supreme Leader Ayatollah Ali Khamenei's death. Live updates: https://t.co/XsF2d0NJAY
By Tyler Rogoway
Social•Mar 1, 2026
Monday Marks Final Day of Tender Offer
Re-upping this. Monday is the last day of the current tender offer. Maybe I'll put out an English version, but it's in my Cui Bono piece on Smartkarma last week.
By Travis Lundy