Erdoğan Blames Netanyahu for US‑Israeli Strikes, Calls Ceasefire
#TurkeyWatch 🇹🇷: President Erdoğan said Netanyahu’s “provocations” triggered the US–Israeli strikes on Iran. Erdoğan said that Israel is “poisoning the process,” and urged an immediate ceasefire to prevent a wider regional war. https://t.co/y2YtJLqeUy
Netflix Quit Warner Bid After Paramount's Final Offer
Ted Sarandos says Netflix knew it would pull out of the Warner Bros bidding as soon as it saw the final Paramount offer. We spent 40 minutes on Saturday discussing why Netflix didn’t match and what the Paramount deal means...
B‑2 Bombers Target Iran’s Underground Missile Caves
B-2 Spirits Join Iran Air War, Pummel Underground Missile Caves The arrival of the B-2s marks a change in the air campaign and will put certain target sets at greater risk as the operation expands. https://t.co/K24rBVFjmR
Critical Strait of Hormuz: Multiple Attacks Slash Transits
The @CMF_Bahrain Joint Maritime Information Center's has released their new advisory for the Strait of Hormuz as of 1 March 2026. The situation is deemed CRITICAL. They had three confirmed incidents in the past 24 hours: 1️⃣SKYLIGHT at anchor south of Hormuz, abandoned...
Kalshi Predicts 95% Chance Oil Hits $73+ Tomorrow
Kalshi prediction markets currently see a 95% likelihood that U.S. crude oil hits at least $73 per barrel or more tomorrow. U.S. crude closed at $67.02 per barrel on Friday https://t.co/CKqpj0YQcp
OpenADMET Releases Massive CYP Assay Datasets for Community AI
OK. Here it is. Over the last year, the @OctantBio and OpenADMET team have been hard at work developing scalable, quantitative, data-rich, and low-cost methods for assessing CYP reactivity and inhibition. The interplay between building a data engine and building...
Switch 2's Hit Titles Were Outliers, Not Guarantees
There is an assumption that Mario Odyssey and Zelda Breath of the Wild-type hits are guaranteed for Switch 2, when their sales success and critical acclaim were arguably an outlier in Nintendo's recent history.
US and Israel Intensify Strikes to Dismantle Iran's Security
American and Israeli forces are showing no sign of letting up in their attacks on Iranian targets. A complete liquidation of the country's security apparatus is the clear goal. Watch the full video analysis and access daily coverage of the Iran...
Quick Iran Conflict Could Cap Gold and Oil Gains
US-Israel Invasion of Iran May Cap Crude and Gold - Gold and crude oil may show signs of peaking if the conflict is quick and infrastructure isn't impaired. Both were up about 20% in 2026 before Feb. 28. If typical swift...
DAT’s Blind Spot Fuels Non‑Compliant Carrier Boom
The ability for non compliant motor carriers to thrive is directly related to activity that takes place on load boards. How can DAT, the largest load board in the country, not realize how pervasive the compliance crisis had become? It’s because they...
Zootopia2 Tops China's Biggest Hollywood Box Office Hits
Top10 Highest Grossing Hollywood Films OF ALL TIME in #China’s #BoxOffice: #Zootopia2 657.8M #Endgame 632.1M #TheFateOfTheFurious 392.8M #Furious7 390.9M #InfinityWar 359.5M #TransformersAgeOfExtinction 301M #Aquaman 298M #Venom 269.2M #Avatar 262.1M #JurassicWorldFallenKingdom 261.2M
Oil Spike Threatens Stocks Like 1990s Gulf War
A sharp oil spike to those levels would likely result in a one-variable stock market like we initially saw during the 1990’s Persian Gulf War. Stocks under pressure until oil prices come back down. https://t.co/8DQZhDYXqo
DAT's Warning on CDL Rules Proved Market Reality
Let’s hope that no one investing money in trucking stocks listened to DAT last summer when they consistently said that enforcement of English Language Proficiency and non-domiciled CDLs would have a negligible impact on the market.
Six‑axis Robots Enable True 3D Printing
Print in 3D space. That is a fascinating look at non-planar 3D printing, specifically using a 6-axis motion system. Instead of the traditional "layer-by-layer" approach where the printer head only moves on a flat 2D plane X and Y before...
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.
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
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
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...
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...
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
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:
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
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
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
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
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...
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. ...
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
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,...
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
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...
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.
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
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.
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
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...
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...
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...
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
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...
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
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...
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
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
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
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....
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
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
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
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