Housing and Food Prices Cooling Amid Oil Inflation Fears
Good to see on a day where there are worries about high oil prices and inflation, other key inputs like housing and food may be cooling
HSR Waiting Period Expired; U.S. Deal Can Close Today
David Ellison today: "As we've said, the HSR waiting period has expired. Obviously, domestically, which means that there is no reason if we had cleared globally why we couldn't close in the U.S. today legally."
ISM Manufacturing Prices Misleading; Soft CPI Ahead
Some focus given to ISM Manufacturing Prices back in 70. In my opinion very misleading for now (and solely based on energy). But the jury is obviously out. I expect a couple of incredibly soft CPI reports coming up.
Professor Launches Free Newsletter on Longevity Secrets
I'm excited to announce something new. After 30 years of teaching at UCLA and USC, I've started a newsletter called Health Longevity Secrets. Every week: what medical school gets wrong, how to read your labs, evidence-based longevity strategies. Free: http://robertlufkinmd.substack.com
Qualcomm Launches AI‑powered X105 5G Modem for 6G Future
MWC: @Qualcomm unveils X105 5G Modem with AI – all in prep for #6G @MWC2026 🖇️https://t.co/yIejQNww2a🖇️ https://t.co/OWw6kIOneS
Energy Reversal and VWAP Gap Signal $INDO Setup
Both a reversal in Energy stocks in addition to a small cap gap stock losing at vwap makes $INDO a good setup. was early initially though. https://t.co/QSXGMfyHtU
AI Pathology for Cancer Markers Hindered by Shortcut Learning
AI of whole slide images for cancer molecular markers is not ready for clinical use due to confounding and biases ("shortcut learning"), supported by multiple examples @natBME https://t.co/zG8uVIxrJf https://t.co/hQ0tjiapIJ
Trump's New Unilateral War Bypasses Debate and Congress
No ultimatums. No congressional votes. No defined endgame. Trump has established an entirely new American way of war that breaks from decades of U.S. policy. Trump's norm is a new form of unilateralism that eschews debate at home & abroad.
Trump's Iran Attack Sparks Trade Uncertainty and Logistical Disruption
Trump. Uncertainty. Disruption. No equilibrium. What would that mean to trade, supply chains, and logistics?
Iceland Showcases NATO Air Policing History on Wall
Cool display wall of previous NATO Air Policing missions and visitors here in Iceland. #avgeek https://t.co/qzXPxJ75NE
Dish Sued by Major Tower Owners over Unpaid Rentals
SBA has joined American Tower and Crown Castle in filing suits against Dish Wireless over tower rental payments. EchoStar's 10-K shows that Dish faces similar suits from Comcast Business, Harmoni Towers, Diamond Towers & Zayo https://t.co/XNYmKyy2yp
MAGA Embraces Solar Amid Rising Bills and AI Competition
MAGA is learning to love solar -- as the right's anti-solar crusade is making utility bills higher, giving China an advantage in the AI race, and fueling U.S. dependence on imported energy. Key MAGA voices urged a pivot. It is...
Russian Rail Freight Plummets, Flagging Economy Amid War
Russian rail freight. Drops. Sign of economy. Exports. Russian Railway. Large employer. What comes next? For economy. For Ukraine war.
Starlink's German Pivot: Why Lufthansa and DT Switched Fast
My new blog post on Starlink's German alignment: why have both Lufthansa and DT changed their minds in short order? https://t.co/KFmPPokCry
Exercise‑derived Muscle Vesicles Boost Brain Microglia, Improve Cognition
A new mechanism for improved cognitive function from exercise in the Alzheimer's disease model Skeletal muscle EC vesicles interact with the brain and rev up microglia function https://t.co/eZu14YVasY
Middle East's Air Defense Gap Threatens US, Gulf Allies
Joined @kaileyleinz and @JMathieuReports on @BloombergTV last night to discuss the enormous need for air defense in the Middle East and what it means for the US and Gulf states — and Trump’s timeline. https://t.co/ZR6raiPXzJ
Macron Unveils Europe’s ‘Advanced Deterrence’ Nuclear Strategy
French President Emmanuel Macron has just given a truly remarkable speech on France's nuclear policy at a moment of great anxieties in Europe. I wanted to offer an early comment. Welcome to the age of 'Dissuasion Avancée' in Europe. https://t.co/LbQCrmiZld
ISM Prices Hit 70.5, Steel and Aluminum Costs Surge
ISM prices surged by 11.5 pts to 70.5, highest since Jun 2022. ISM said higher px for steel & alumin drove px index. That is unsurprising & has been evident in PPI data since Liberation Day. For manufacturers, the cost...
Paramount's Secret Weapon to Overcome Warner Deal Hurdles
Out @Lmanfredi7 lays out the path for Paramount to clear the Warner deal- the hurdles and the company’s secret weapon.
2030s May Open Homeownership for Gen Z, Despite Racial Gaps
Is Gen Z completely priced out of homeownership, or are market shifts creating new opportunities? Analyzing the latest economic data reveals significant racial disparities and supply trends that suggest the 2030s could be a pivotal decade for young buyers. https://t.co/hWYTDWyAf9
Refinery Stock Breaks Out Amid Strong Energy Uptrend
$PSX Daily. Refinery stock popping up and out of tight falling channel in context of overall strong uptrend as energy surges. Far from extended https://t.co/Deqj2QXqRJ
Paramount Keeps HBO Intact After $110B Warner Merger
That’s a relief: Ellison said, “Our viewpoint is HBO should stay HBO. They built a phenomenal brand. They’re a leader in the space, and we just want them to continue doing more of it.“
MA Apartment Starts and Acquisitions Set to Plunge in 2026
Easy prediction: New apartment construction starts and acquisitions will plunge across Massachusetts in 2026 until after the potential November ballot measure on rent control is decided. https://t.co/PNqV8oMkvq
Human Trust Beats AI in Patient Engagement
I keep seeing AI-pilled people arguing that AI agents will magically solve patient engagement - but it won’t. If it were that easy, non-Tech solutions would’ve solved it already. At @SeamlessMD, I’ve spent the last 13+ years working with health systems...
Bond Yields Spike, Markets Remain Unpredictable Amid War
War & Mortgage Rates: We're All Along For The Ride Since I am old & have been around for many Geopolitical Events I have learned 2 things: - No one knows exactly how things will turn out - The initial reaction of Financial...
Paramount Merges HBO Max with Paramount+, Retains Cable Assets
New: Paramount Will Combine HBO Max and Paramount+, Won’t Sell or Spin Off Cable Assets https://t.co/o9Loe8qBMA
Asia's Tanker Demand Spikes Amid Middle East Conflict
Tanker demand. To rise for alternative suppliers for Asia. Tanker rates were high before the war. And now…
David Ellison’s Rapid Media Empire Raises Strategic Questions
Our @mlcalderone drills down into David Ellisons vast new media power. What will he do with it?
AI Drafts Bulk Product Copy; Humans Ensure Accuracy
I was discussing how to migrate 460 tree nursery product descriptions to a new website. The team's first instinct was to just copy everything over and tweak it manually. That's... a lot of tweaking. We landed on a different approach: export all...
Memory Shortage Persists in ISM Manufacturing Survey
Memory shortage reported back to back months in the ISM Manufacturing Survey. I suspect this will be with us for a while.... https://t.co/RUpjKtiOJ6
Flatbed Truckloads Surge 61% on Manufacturing Demand
YoY truckload volumes, by mode: Flatbed +61% Reefer +17% Van +3% Flatbed volumes are at all time highs, led by manufacturing and heavy industry, not housing https://t.co/qst2cb1rhu
Sweden Leads NATO Air Policing Over Iceland
Here in Iceland, where 4 the first time, Sweden has taken command of a NATO Air Policing deployment. 6 x Gripens, 100 personnel plus counter drone and fighter controllers to protect airspace. "Need to make sure we are ready to...
China's Submarine Build‑up Threatens U.S. Mainland
We break on Navy intelligence head view: The Chinese Navy has “dramatically increased” submarine production and could soon deploy a new vessel that’s able to hit “large portions” of the US with nuclear missiles from Chinese waters, according to the...
Middle East Handles 13% of Global Flight Capacity
Iraq, Iran, Israel, Lebanon, Kuwait, Bahrain, Saudi Arabia, Qatar, Oman, UAE & Jordan make up a staggering 13.2% of scheduled flying capacity globally and the sheer volume flowing through the ME underscores its centrality to human transportation. https://t.co/yvNyuskXyH
Consultancies Remain Vital Despite AI Developer Tools
Yes, systems integrators and global consultancies need to make big changes. But a dev armed with Claude doesn't replace their value overnight. This post (and graphic) reminds us of how deep these vendors are with their clients ... https://t.co/KYjcwTYoxd https://t.co/RTDrMZUI3V
Consolidation Saves Space, But Disrupts Clinical Documentation Trust
System consolidation looks efficient—until you count the cost of disruption. Strong view from @Provationmed on why migrating away from purpose-built clinical documentation puts adoption, revenue, and trust at risk. ➡️ https://t.co/WahjLaV8Wl #ClinDoc #CIOInsights #HITSM
Rare Asset May Not Return Soon, Says Sarandos
💯 Priceless quote from Ted Sarandos ending his post-mortem interview with @Lucas_Shaw Lucas: "If you feel like this is a rare asset, that also means that an asset like this may not come up again anytime soon, right?" Ted: "Possibly. Or...
Gas Prices Spike 50%—Imported Fuel Dependency Exposed
Gas prices up by around 50% today. A painful reminder that relying on imported fossil fuels is a risky strategy. https://t.co/uXkWNMXbeQ
25 German Vessels, Including Two Cruise Ships, Trapped in Gulf
The Association of German Shipowners (VDR) reported that at least 25 ships from seven German companies remain in Gulf waters, including two cruise ships carrying roughly 7,000 passengers who are unable to safely exit the region. https://t.co/Jm1JQWRcIE
Google Discover Gets Major Profile Updates – New Article
Nice new article on Google Discover and the latest Discover profile changes by my teammate @JohnnyHerge https://t.co/iQap8dufeJ
Altos Single-Family Inventory Drops 1.4% Weekly
Final Look at Local Housing Markets in January Altos: Active single-family inventory was down 1.4% week-over-week https://calculatedrisk.substack.com/p/final-look-at-local-housing-markets-899
Official's Nuclear Claims Marred by Technical Inaccuracy
I can understand what this official is saying but good lord this official has a feeble command of the technical details.
ReSeedPartners Hits ‘Default Alive’ Milestone, Validating Model
Very good post @ReSeedPartners, the platform some partners and I started ~3 yrs ago to seed emerging real estate operators, recently reached "default alive", reminding me yet again how powerful a position that is
Paramount's UFC Deal Returns Fights to HBO
Paramount boss David Ellison confirms their @ufc agreement enables them to put fights on @HBO, sorta brings HBO back to its fighting roots @BrandoLightShed $PSKY $WBD https://t.co/Dph8xQXjcP
Subq Inventory Expense Shifts Income, Potentially Doubles TAM
Note for $TGTX, this year has $100m in expenses building inventory for Subq - from a theoretical accounting perspective should really be capitalized (and then written-off if failed or amortized in year of sale), but in actuality gets deducted from...
Breaking English Monopoly: Live Multilingual Trade Translations Launch
For the last 250 years, English has been the language of global trade. Flexport Translations changes that, allowing importers and exporters to communicate in their own language with live translations (powered by @grok) so they can understand each other. We've...
ECB Signals Quick Rate Moves Amid Gas Surge
The Fed has been quiet but THIS ECB comment shows you how central bankers are thinking about the rise in oil/gas prices Minutes after European natural gas surged 50%, an ECB Governor said they’re ready to “move quickly” on rates. Energy spike...
Critical One Energy Reclaims Full Control of Namibia Assets
Critical One Energy @Critical1Energy $CRTL.CA $MMTLF Regains Full Control of Uranium and Copper Assets in Namibia, Africa by @newsfile https://t.co/YGdKDhloWd
Massive M&A Spree: Premium Deals Across Sectors
Today's M&A notes - $WBD to be acquired by $PSKY for $31.00, 147.2% premium, $110bn - $AES to be acquired by GIP / EQT / CalPERS / QIA for $15.00, 35.5% premium, $33.4bn - $ASCU.to to be acquired by $HBM.to for 0.242x shares,...
Suez Canal Transits Slip 7% Amid Middle East Tensions
Suez Canal transits. By vessel types. Will the next one show the impact of the US-Iran war?