China's Anger Grows as Oil Spikes, Summit Uncertain
Grumbling out of China is getting louder as crude pushes higher....... I am leaning now 50/50 that the meeting with XI and Trump even happens now. Hope I am wrong because would like to see it. Time will tell.
Google Covers Epic Games' Legal Fees in Settlement
Did you know Google is paying Epic Games' legal fees in this antitrust settlement? https://t.co/Qwy0yMFPj1
CEO's Personal Post Reveals Adorkable Brand, Bypasses Official Grid
The one thing people are missing about the McDonald's CEO discourse is he posted this on his own page It never made it to the McD's grid And if you look back at Chris K's Reels, his personal brand is being adork-able https://www.instagram.com/chrisk_mcd/
Gas Demand Plummets 59% as Solar, Batteries Surge
How low can gas go? Down 59% in 2026 vs 2023 so far. 14th straight and 41 of 64 days in 2026 with WWS meeting >100% of demand for part of the day. Demand also down 3% vs '23 Solar up 62%; batteries...
Oil Spikes 43% in Two Months, Trump Eyes Hormuz
BTW, oil rallied an additional 43% over the next 2 months. Trump will do everything he can to open the strait of Hormuz and prevent a similar outcome. As I noted in an earlier post this week, I expect it...
International Airlines Outshine US Carriers in Meal Quality
Just had some of the best inflight meals I’ve had in KLM economy. I’ve noticed that international airlines often have better food and service than than US airlines 🙈 Which airlines have had the best food in your opinion?
Chase’s In‑person LLC Account Setup Fails, Email Works Elsewhere
@Chase tried to open a bank account for an LLC in person and it didn’t work. We couldn’t get through the NAIC chooser after almost an hour with your employee. Went to a different bank where we set...
Mamdani Admin Uses Bankruptcy to Shift Rent-Stabilized Buildings Publicly
This NYT piece doesn't get the framing around housing politics right, but does lay out explicitly that the Mamdani administration's strategy is to let rent-stabilized buildings go into bankruptcy and use that as leverage for public or nonprofit ownership https://t.co/MVpSmuHQ9W
Partnering Beats In‑House Development for Medication Management
More EHR vendors are realizing: Medication management isn’t a side feature—it’s a specialty. Why partnering can unlock more innovation than building it all in-house: https://t.co/SfXzUvDcRb @DrFirst #medicationmanagement #HITSM
Oil Spikes 16%, RSI Hits 1990 Gulf War Levels
$USOIL - We're witnessing an extreme development today. Crude oil is up 16% currently. The 14 day RSI is above 89. The last time it closed above 89 was in August 1990, during the Gulf war. https://t.co/Fl62P7oRcE
Inside Russian Military Thought: Future War Lessons Revealed
Latest Russia Contingency is out. I join @OAJonsson and @MariaEngqvist to talk about how the Russian military see the future of war, their lessons learned, gaps between theory and practice, and what to make of Russian military thought. @WarOnTheRocks https://t.co/xrgDESr8RN
Software-Defined Satellite Factory Opens, First Lightspeed Launches This Year
.@MDA_space: Factory for software-defined sats is now open; 1st @Telesat Lightspeed sats expected by year-end; @EchoStar liability for termination of D2D constellation has been paid in full; pursuiing multiple commercial/government constellations.https://t.co/GlbOBv9RT1 https://t.co/kfSe5lSe1k
Boom’s Turbine Launch Isn’t a Pivot, It’s a Boomerang
To all of those saying Boom has pivoted from supersonic jets to power turbines: please stop, this is an important misunderstanding. A pivot is when you switch from X to Y. Boom has added Y along the path to X. We're shipping...
Roche, Zealand Stocks Tumble After Bland Obesity Drug Data
Roche, Zealand shares fall on ‘undifferentiated’ obesity drug results https://t.co/5pSR2vcHBD by @Lilah_Alvarado $RHHBY $ZEAL $LLY $NVO #obesity
AI vs Ammo Shortage: Modern Air War Showdown
With AI and a full blown crisis in 'combat mass' and munitions stocks - are we at the point of horse versus tank or wooden ship versus metal battleship in air warfare? #drones #AI #avgeek https://t.co/6BD5jEJqW4 https://t.co/4o9i2XD90j
Servier Spends $2.5B to Expand Cancer Pipeline
Servier to build cancer drug pipeline with $2.5B purchase of Day One https://t.co/aH0z8jt9tr by @realJacobBell $DAWN #biotech
War Costs Explode: Iraq $8 Trillion, Iran Ahead
Remember the Iraq war? It was supposed to be a cake walk that would cost US taxpayers a mere $50 billion. IT ACTUALLY COST $8 TRILLION. The US taxpayer will face sticker shock when the bill for America’s war against Iran arrives. WARS...
AWS Introduces AI‑Powered Amazon Connect Health for Admin Automation
AWS launches Amazon Connect Health: to automate administrative tasks like scheduling and documentation with AI... https://t.co/DDCqpspUyd
Clean Energy Investment Nears Military Spending Threshold, War Delays
One of my predictions in our Climate Brink year end wrapup was that 2026 might be the first year where global clean energy investment exceeds global military spending. Unfortunately with recent wars we will likely have to wait a few more...
Court Upholds Reporters' Right to Question, Limits DoD Suppression
Summary judgment arguments still going…but going very well so far. Court clear on this: “reporters have to be able to ask questions…that’s what they’ve done…since the beginning of time.” Dept of Defense can’t do an end around to suppress viewpoints...
Inventory Surged Pre‑recession, Now Below Normal Levels
Home sales peaked in 2005 Home Sales crashed from 2005 to 2008 Inventory spiked before the recession started 2005 2.5 million Inventory 2007 4,000,000 Inventory Currently at 1.22 million Normal is 2-2.5 million Credit channels have run inventory channels for...
War-Driven Oil Spikes Hint at Further Upside, Dollar Softens
In the 10 days after Russia invaded Ukraine in 2022, Brent rose 32%. We're now up 25% since the war with Iran began, which - to me - says there's more upside. Given all this, the Dollar is trading soft...
Senior FDA Official’s Attack Sparks Debate Over Leadership
Gee, who could this "senior FDA official" be? It's a head scratcher. But he might tell Vinay Prasad that thinly veiled attacks against, oh, UniQure, and going off on advisory councils is a great way of keeping the political pot...
Iran Conflict May Prompt US to Lift Russian Oil Sanctions
My friend & oil expert Javier Blas reports just what I’ve been anticipating: that the US-Israeli war on Iran would force the US to lift sanctions on Russian oil. https://t.co/4VIvPSwm63
Play to Your Strengths, Not to Be Well‑Rounded
People always ask how @tobi and I split the job of running @Shopify. The answer is simple. Tobi builds the instruments. He is one of the best product minds in commerce. My job is storytelling. Championing merchants and explaining why what we’re building...
Ukraine Sees Sharp Drop in Russian Shahed and Missile Attacks
Is this a coincidence that we in Ukraine are having a sharp decrease in the number of Russian Shahed attacks these days? I mean, it’s very noticeable. Same goes about Russian massive missile attacks.
Cboe Crude Oil Volatility Spikes to 2020 High
A Cboe measure of crude oil volatility has surged to its highest level since 2020 https://t.co/4FBZMvXK9Y
Brent Crude Jumps to $91, Up 25% Weekly
JUST IN: Brent crude oil price surges to $91, up 25% in the past 7 days.
Iran's Missile Stockpile and US Air Superiority Limits
I joined @BloombergTV to talk about two key issues that will shape the next phase of the war: the depth of Iran’s missile and drone inventory, and whether the US can establish more than localized air superiority over Iran. https://t.co/F6HeeJ3FM8
Prediction Markets Targeting Students, Fueling Campus Gambling Concerns
Prediction markets are actively trying to turn college students into gambling addicts. They are some of the worst companies in America. It's pathetic that news organizations and other institutions are doing business with them. https://www.wsj.com/business/media/prediction-markets-campus-e57cd19f?st=5aB7uM&reflink=desktopwebshare_permalink
Mitochondrial Oxidative Stress Drives Insulin Resistance
I taught medical students that insulin resistance is a mystery. It's not. A new study in Science Advances just identified the molecular trigger - mitochondrial oxidative stress. Here's what they found: > Lipid overload floods mitochondria with reactive oxygen species > This blocks GLUT4...
Congress Targets School Book Bans on Gender Identity
A new bill in Congress would punish schools for letting students read about gender identity — and “lascivious dancing.” Book bans aren’t fading. They’re evolving. Today’s newsletter: https://roncharles.substack.com/p/now-congress-is-coming-for-the-books
Fed Rate Cuts Ahead Spark Explosive Metals Rally
Metals and miners have recently pulled back as investors suddenly think the Fed won’t be as dovish. Wait until they realize the policymakers are cornered into cutting rates regardless of inflation accelerating, just to keep the government’s debt affordable. That’s an explosive...
Customs Can Refund Automatically, Yet Reluctantly Delay
"'Customs does have automated systems to process refunds,' said David Cohen, a partner at Sandler, Travis and Rosenberg. 'Yes, the magnitude is unprecedented, but the tariff refund process takes place routinely.'" They just don't want to do it.
82nd Airborne HQ Exercise Canceled Amid Iran Conflict Speculation
SCOOP: The Army in recent days canceled a training exercise for the headquarters element of the 82nd Airborne Division, fueling speculation among soldiers that they may be called upon for a still undefined mission as the war with Iran widens.
WarnerMount Layoff Numbers Not as Scary as They Appear
The layoff math looks scary at the combined WarnerMount studio. Or does it? Crunching the numbers with the company's top dealmaker. ⬇️⬇️ https://t.co/W35ws7KiGx
California's Anti‑fuel Policies Drive Sky‑high Gas Prices
The government of California has waged war on our in-state fossil fuel supply for decades. Now we rely on 1) limited and expensive in-state fossil fuels, and 2) expensive fossil fuel imports from out of state. Is it any wonder why we...
CBP Easily Collects Illegal Taxes, Struggles to Refund Them
It was easy for CBP to collect the illegal taxes, but it's apparently impossible for them to return the illegal taxes (with interest). Sure, Jan. https://t.co/t3ZvGLtijs
Global Supply Chains Face Operational and Financial Risks
What would this mean to global supply chains and logistics? The risk—both operational and financial.
OT Cybersecurity Fails Governance, Not Just Terminology
OT cybersecurity is a governance failure masquerading as a vocabulary issue | Control Global https://t.co/ppRU4DoyMR
Fasting Insulin: The Overlooked Test Doctors Miss
The Hidden Blood Test Your Doctor Isn"t Ordering Why Fasting Insulin Matters More Than Glucose https://youtu.be/ylkO3ETjEIE
War Directly Hits Middle East Public Cloud Infrastructure
1/ It’s a watershed moment for enterprise IT. For the 1st time, we’re seeing major public cloud infra in the Middle East physically damaged by war, not just cyberattacks or power events. Two AWS data centers in the UAE were directly struck...
FDA's New Attack on UniQure Sparks Controversy
New from me on $QURE and FDA. Free, no paywall. The FDA, urged to avoid controversy, creates a new headache with attack against UniQure Anonymous diatribe from a senior official plunges agency back into headlines https://t.co/ceDE0TXjdI
US Oil Price Ripple Effects on Transport Dist
What would such a US oil price mean to the prices of distillates used by the various transport modes—and to supply chains?
Judge Rebukes Justice Dept, Cites Pentagon Papers Precedent
Listening into NYT v Pentagon over new press credentialing Judge lays into US Justice Dept atty defending policy agst allowing reporters who ask for info not authorized for release - or even legal to release. "I am not persuaded," the judge says,...
Your Zip Code Rewrites Gut Microbiome, Raises Diabetes Risk
As a medical school professor, I tell my students: disease doesn't start in your organs. It starts in your environment. A new Nature study just proved it - your zip code literally rewires your gut microbiome. Researchers studied 1,390 people and found: >...
Canadian Materials Outperform US Index in Harder Benchmark
four of the industry groups coming from the materials sector... showing all relative to $EWC (why? cause Canada stocks are trending up vs. $SPX - let's use the harder denominator to beat)... lithium $LIT gold miners $GDX rare earth $REMX copper $COPDX...
Jeff Shultz Leads Radial’s Content Library Expansion
Radial Entertainment Shops for Content Libraries as Pluto TV and Paramount Alum Jeff Shultz Takes Over as CEO https://t.co/sLDEtVhxNj via @variety
Inflation and Job Loss Cripple 2026 Real Estate
Surging inflation and sagging employment double whammy for the fragile real estate market in 2026 https://t.co/4yrdR28tG3
Oil Rises While Mag 7 Shows Bearish Signals
Friday's Playbook: Oil Surging. Bearish Signals Across the Mag 7. See How We’re Positioning. https://t.co/Ab25axAjJe via @hedgeye