Oil Curve Downplays Iran War, Raises Market Tension
Who knows whether its valid or not, but the oil curve is fading the Iran war so far and seems to think this wraps up pretty quickly. No idea whether that's valid pricing or not but does increase the tension priced into markets if this drags on longer than what's priced https://t.co/t4Ut043EEO
FCC to Unlock Billions for Modern Broadband Infrastructure
Unleashing new infrastructure builds. For too long, regulations have actually *required* providers to keep communities on slow, aging, & outdated copper networks—instead of allowing them to invest and build the modern, high-speed ones that consumers want. The FCC will vote this month...
No Fixed Start: Toggle Choices Until Five Align
Zach, I really appreciate the effort and the thinking you have done. But I am afraid I don't agree with the prescription. For starters, I don't argue that you should start at the upper left and go down. It is...
Medicare Chief Outlines Flat MA Rates, AI Integration
For Second Opinion, we had a long sit-down with Medicare chief Chris Klomp. We covered: -- MA rates staying flat -- Steps to thwart info blocking -- Bringing AI into healthcare outside of the fee schedule -- The ACCESS model & more https://t.co/dZEzyUtWbz https://t.co/PGO80SlZ9T
Merger News Drives Entertainment Earnings Conversation
What’s News in Earnings: Merger News Dominates the Entertainment Business -- @benfritz and I discuss quarterly results and challenges ahead. https://t.co/sZopc3Z4Bf
Bladder Cancer Landscape Shifts, Opening New Strategic Opportunities
When cancer niches are rapidly changing they create both a vacuum of indecision and fresh opportunities for smart players. Here we explore bladder cancer and look at where the field is headed... https://t.co/cf93Qb8dhe https://t.co/fx5V1MVwYN
US Denies F‑15E Loss as Iran Escalates Drone Strikes
U.S. Denies F-15E Strike Eagle Went Down In Iran There are new risks as the U.S. expands its air campaign deeper into Iran, and meanwhile Iran has begun to strike Azerbaijan with drones. A little late this AM, we continue live updating:...
Adapt or Fade: AI Forces Brands to Reinvent
One thing I’ve learned watching iconic companies up close: They never stay the same. They reinvent. They relearn. They adopt new tools before the market forces them to. Right now AI is creating one of those moments again. The founders and brands that...
Congress Pushes to End Internet Anonymity, Threatening Free Speech
I wrote about the House hearing today, how Congress is trying to strip anonymity from the Internet, and the devastating effects that has for @theintercept https://t.co/Ikr00eJA7K
Ecom Founders Turn Lunch Breaks Into Growth Lessons
Everyone on their lunch break: Scrolling social media. Ecom founders on their lunch break: Listening to a podcast about supply chain optimisation. Different mindset. Different growth curve.
Iran War Exposes Fossil Fuel’s Hidden Global Costs
On The Climate Brink, my latest post is on what the war in Iran tells us about the hidden costs of fossil fuels https://www.theclimatebrink.com/p/the-war-in-iran-shows-us-another
Clients Pay for Judgment, Not Just Legal Knowledge
Clients don't pay for legal knowledge necessarily. They pay for the judgment to know what to do with it.
Firms Use Repo‑Like Loans to Hide Debt
“The firms are using repo-like loans from one particular investment bank to mask debt, the letter says.” https://t.co/YLQH5cPi6f
Trump Pushes Taxpayer Subsidies for Global Oil Industry
"OUR newfound oil in Venezuela" Also, President Trump very clearly calling for taxpayers to subsidize the global oil and gas industry by providing insurance, financial support, security escorts, etc. Fascinating.
MEDITECH Showcases AI-Driven Interoperability for Universal Care
Tech equity means every clinician, every patient, every setting. See how MEDITECH is bringing AI + interoperability to rural & urban care at #HIMSS26 👉 https://t.co/fz78ijGID8 📍 Booth #5031 @MEDITECH #HIMSS26 #HITSM
Eli Lilly Courts Employers to Expand Obesity Drug Access
Lilly targets employers in new bid to broaden access to obesity drugs https://t.co/Y6fmcmTcf1 @ByJonGardner $LLY $NVO #obesity
Press Bravely Brings Middle East Images Amid Risks
Grateful for the work of the press bringing us images and facts out of the Middle East despite tremendous risks. Here CNN now in Iran heading toward Tehran. https://t.co/vjNd08oIbb
All Cloud Infrastructure Booms as Data Demand Explodes
AWS and Azure both surging simultaneously. Oracle climbing. Elasticsearch tripled. It's not one cloud winning. It's ALL infrastructure growing as data demand outpaces capacity. The foundation layer is on fire.
Psychological Warfare Aims to Defect Iranian Forces
Important report if true. War is a contest of wills. Beyond the targeting, the psychological efforts (cyber, texts, TV)/messaging by the U.S. and Israel to encourage IRGC, Army, Basij, police and others to lay down their weapons, not show up,...
China's Rise Threatens US Gene Therapy Market
China competition is coming for the US's multimillion-dollar gene therapies -- a must-read from @Jared_Whitlock about what's happening there and how it will affect access around the world: https://t.co/F7KaMv3Kkp
Agentic AI Will Transform Care Models, Hospitals Must Act
Agentic AI will automate tasks today — and redesign care models tomorrow. Hospitals & plans can’t afford to ignore this shift. Read the article 🔗 https://t.co/iAzZysMNQp And continue the conversation with NTT DATA at #HIMSS26 🙌 @NTT_DATA_NA #AgenticAI #HITSM
Home Sellers Relist Fastest in Decade Amid Low Supply
Home sellers are relisting properties at fastest pace in a decade, but spring supply is still low https://t.co/nuOAzLHBun
Manufacture Quality Homes Directly in Desired Neighborhoods
Even more novel idea: Use manufacturing to build NICE housing in the places people want to live https://t.co/gmQAr9C8Ap
CashApp's Credit Risk Management Highlights Intentional Crime Controls Lapses
Still thinking about @AlexH_Johnson & my pod convo about @CashApp's plan to sell its internal credit scores to third parties That the company seems to be able to manage *credit risk* reasonably effectively makes its financial crime control failures look even...
B‑52s Deploy JASSM Cruise Missiles in Iran Standoff
This came up in one of my threads yesterday as to B-52s and B-1s likely executing standoff strikes using cruise missiles fired from outside Iran, not direct attacks. This video confirms it, AGM-158 JASSMs on the wings. They were not...
AI Generalist Excels Across Diverse Medical Imaging Modalities
Can an AI model be a generalist to work and perform well for all types of medical images? Just published, our MedVersa paper @NEJM_AI Led by @pranavrajpurkar Free access https://t.co/5llNf94hAF https://t.co/Bf01zUZ1sk
Independent Energy Research: Affordable, High‑Quality, Unbiased Insights
Twelve months ago, I re-launched my newsletter as a subscription service to provide high-quality, affordable and objective research focused on energy issues. I have always been convinced high-quality research and analysis are essential for effective decision-making. The past year has confirmed...
No‑code AI Agents Abstract Engineering, Not Eliminate It
🚫 “No-code AI agents” is not about skipping engineering. ✅ It’s about abstracting it. This visual captures a critical shift: AI agents are becoming products assembled from capabilities, not systems engineered from scratch. Here’s the executive breakdown 👇 1️⃣ Start...
Iran's Misstep Exposed by Azerbaijan's Recent Military Success
Having visited Azerbaijan extensively in the last years studying their recent military operations, Iran made a big mistake IMO.
Yamanaka Stem Cells Earn Conditional Approval for Heart and Parkinson's
20 years of Yamanaka stem cell factor research culminates in 2 conditional approvals for heart disease and Parkinson's disease in Japan https://t.co/8oxKxXYafu by Shinya Yamanaka @CellStemCell https://t.co/U878IxSfSi @ScienceMagazine https://t.co/HCCPaTEP7e
Gen‑AI Video Tools Should Prioritize Quality over Speed
Elizabeth Stone, Netflix's chief product & technology officer, said most gen-AI video platforms don’t operate from a filmmaker's perspective. She said InterPositive's tools are designed to help produce higher-quality content — not make it faster or cheaper https://t.co/w8xyM2pXhz
HMPL‑A580 Confirmed as Anti‑EGFR ADC, Impacts ALXO
I speculated last month that HMPL-A580 was an anti-EGFR ADC https://t.co/XFDtZfWWkH and $HCM just confirmed that this is the case. Relevant for $ALXO
Airbnb Purchases Deliver Tax Breaks, Depreciation, Passive Income
The smartest clients I’ve helped buy Airbnbs purchased for Tax Benefits of owning Real Estate 100% Bonus depreciation Owning Long Term Passive Income Last
Netflix Shares InterPositive AI with Partners, Not Public
Netflix will offer access to InterPositive’s AI-powered tech to its creative partners and does not have plans to sell it commercially in the marketplace https://t.co/w8xyM2pXhz via @variety
OEMs Accelerate Design, Strengthen Security for New Vehicle Architectures
OEMs are driving faster design cycles and enhanced security amid evolving vehicle architectures and compliance requirements. https://t.co/h9d6HBTGMr #automotive #automotivesecurity
From $1 Shoe Salesman to Nation's 2nd Largest Apartment Owner
The story of Morgan Properties is one of those "only in America" stories -- started by a shoe salesman in 1985 putting down $1 to buy 3 suburban Philly apartment properties, and growing it into the nation's 2nd largest apartment...
75k AMA Equals TV Viewership
While a massive number, it’s not actually. If my math is right, it’s about 75k AMA which approximates TV viewership. Global yet significantly smaller than SC. Love to know what percent is US and by sport. Regardless, YT is destination...
Medellín’s Transit: Tourist Praise vs Local Reality
You've heard tourists praise for the public transit in Medellín, Colombia, but how well does it work for the locals? My deep dive into a fascinating city and network, available in English and Spanish. https://humantransit.org/2026/03/medellin-beyond-transit-tourism.html
Strait Closure Ripple Effects Threaten Sulphur, Copper, Global Markets
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...
Sober Awe at Vandenberg’s Minuteman III Launch
Covering a Minuteman III launch out at Vandenberg Space Force Base. Really amazing and sobering experience seeing this missile fly.
Best-in-Class Supply Chains Boost Profits by Up to 22%
“The correlation between #supplychain mgmt. competence and org. strategic development & operating performance is well proven. Orgs. w/ top-notch SCM capabilities earn as much as 22% higher profit margins than the SCM laggards.” https://t.co/aOD9g3jjRN #procurement #purchasing https://t.co/p2jVSKcEwc
TNT Secures Exclusive U.S. FIBA Rights Amid Merger Uncertainty
This is exactly the type of deal I discuss in today's newsletter ... will a Paramount/WBD merged company do these smaller sports rights deals anymore? The calculus will definitely change for TNT ... https://t.co/DvKzUkqcDr
Housing Market Tightens, Home Receives 94 Offers
The housing market has tightened a little lately. I’m not saying it’s 2021 again. I’m just saying supply and demand have squeezed together a little. More thoughts on my weekly blog along with a discussion about that one home that...
Matt Anderson Poised for Smooth NASA Deputy Confirmation
NASA may soon get a deputy administrator. Matt Anderson is before a Senate committee today. Barring surprises his confirmation in the coming weeks should be non-controversial.
Paramount CEO Pledges Unwavering Focus on Truth and Trust
When asks about plans for CNN, Paramount CEO David Ellison tells CNBC that we want to be in the truth business, we want to be in the trust business and that’s not going to change.
Info Overload Sparks New Crisis of Control
Study The Control Revolution. Industrial Revolution --> Crisis of Control --> Information Revolution We have the opposite Crisis now: info has outstripped that which it was born to control. Like going off the gold standard, but for information. https://t.co/CLPrtXBQxu
War in Iran and Inflation Push Mortgage Rates Near 6%
Today’s podcast discusses a theory of mine on why #mortgagerates are near 6%, with hotter inflation data and the war with Iran driving up oil prices. @housingwire @sarahteresa6 #economics #realestate #housing #chartdaddy
CreditOneBank Actually Serves Underserved Consumers, Others Don't
Almost all financial institutions say they want to support underserved consumers, but few actually ‘walk the walk’ like @CreditOneBank. #creditaccess #financialwellness #ad https://t.co/FvCz5e7Jnp
Russia Shifts Gas to China, Threatens Europe Supply
September 2, 2025: Russia and China sign major new gas pipeline deal March 4, 2026: Putin says Russia may halt gas supplies to Europe https://t.co/kEjAnIqyrP
Theravance Biopharma Faces Second Layoff Wave After Phase III Flop
5March: Back in 2021, I wrote about a significant round of layoffs at Theravance Biopharma ( $TBPH). The company is cutting jobs again, and has begun a strategic review, after a Phase III failure. Details in my latest for @GENbio:...