Berkshire Cash Dips, Profits Plunge 30%
Berkshire Hathaway's cash pile drops to $373.31bn in 4Q down from $381.7bn in the previous quarter following after a rather disappointing quarter. Operating profits fell nearly 30% in Warren Buffett’s last quarter as CEO, as insurance underwriting earnings slumped. That metric fell by more than 54%, and the company warned of potential future challenges to the business because of strong competition and rising claims. Berkshire also took a $4.5bn impairment on its Kraft Heinz and Occidental Petroleum holdings. (via BBG)
Iran Bans Hormuz Traffic, yet Tankers Still Sail
Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
EU Extends GSP Benefits to Special Economic Zones
News feed cleanse and the nerdiest post you'll see all weekend. The EU's new Generalised Scheme of Preferences (GSP) rules will also apply to goods manufactured in special economic zones and export processing zones. Which is pretty cool.
US Tomahawk Depletion Threatens Future China Conflict Readiness
US destroyers launched Tomahawks at Iranian targets, but here’s the problem: America doesn’t have unlimited TLAMs. The Trump admin burned through big numbers in earlier strikes on Iran, Houthis, and Nigeria without replenishing stockpiles. TLAMs would be vital in a...
MSnow Aims to Replace CNN’s War Coverage
MSnow sees the opportunity to step into what has been CNN's territory with a war, now that CNN will become state media. As the liberal alternative to Fox and CNN, they should have woken up Rachel Maddow. Instead, they woke...
Container Scans Dropped From 100% to Under 4%
In 2006, Congress mandated that 100% of shipping containers be scanned before entering the US. Today? Less than 4%. If you don’t think attack drones have already been smuggled into this country pre-positioned near our Naval bases, you need your head examined.
Fireboats Essential when Naval Base Water Infrastructure Fails
The problem with fighting fires on naval bases after an attack is the same power-plants, fuel and pumping facilities targeted also supply firefighting water. And even if the water mains survive fighting fires on multiple fronts consumes more water than any...
Trump’s Iran Threats Spark Retaliation, Oil Surge, Prolonged Conflict
Trump communicates intention of full destruction of Iran leadership and military while calling for regime change. Iran hits all of its neighboring countries who were likely on the more apprehensive side of US taking action in the first place and...
Real‑time Payments Demand Faster Providers—Are You Ready?
You’re only as fast as your slowest provider. Real-time payments are ready. Are your systems and teams ready? Many institutions are behind. Watch the full video now: https://t.co/qrsFZDRVT6 https://t.co/B7BPNfmvRo
Understanding the Economics Behind Parametric Insurance
Parametric insurance economics 🧐 https://t.co/xsiFGRw3HV @jeffroth77 @GalenDShaffer @JimMarous @FGraillot @nigelwalsh @SpirosMargaris @jblefevre60 @robgalb @RonnoArnold @hedgequote @Nick_Lamparelli @antgrasso @hugues_bertin @globaliqx @psb_dc @an_battista @InsuranceEleph1
Storms Damp Western Europe's PV, East Clears Coldly
Storm train hits Western Europe PV as East clears under cold #energysky -- via pv magazine global: https://t.co/Fc7k2DYwqY https://t.co/oq6ymCxS7d
Qatar Airways Halts Cargo Amid Iran Strikes, Freight Costs Surge
Qatar Airlines is pausing cargo operations as the Iran strikes play out. Prices and transit times on Asia to Europe air freight spiking.
Iran Strike May Push Oil to $73.90 Resistance.
$USOIL monthly - The Israeli-U.S. strike in Iran will propel the price of crude oil to the 1st yearly resistance at 73.90. Above that there's the June 2025 high at 77.64. These are the 2 potential upside targets for next...
Recapping a Coast‑to‑Coast Lithium Tour in Podcast
Sun coming up on a redeye home from Reno after a long #lithium week stretching from meetings with investors & producers in south Florida to northern Nevada to see Thacker Pass. Will do a solo podcast to recap what I...
Check Flight Status Amid Middle East Airspace Restrictions
Malaysia Airports Holdings Bhd (MAHB) has adviced passengers travelling to, from, or transiting to through parts of the Middle East to check their flight status directly with their respective airlines before going to the airport. The airport operator said airspace...
GDPR Compliance Varies by Investor, Innovator, Researcher Lenses
"What compliance requirements do articles cover for GDPR?" Same question. Three completely different answers depending on who's asking. An investor, an innovation leader, and a researcher walk into GDPR compliance. None of them see the same thing. Swipe for all three lenses. https://t.co/hh9Yl86EuO
Malaysia Airlines Cancels Middle East Flights, Reroutes Europe Routes
Malaysia Airlines has announced that its flights to and from Doha, Jeddah and Madinah have been cancelled from 28 Feb - 1 March due to the closure of airspace in parts of the Middle East. Flights from KL to London &...
Poland Cuts Copper Tax, KGHM Eyes 2026 Output Boost
Poland’s KGHM targets higher copper output in 2026 as Poland cuts its copper extraction tax from January. https://www.metalnomist.com/2026/02/polands-kghm-targets-higher-copper.html
Track Any Container Ship’s Journey Instantly Online
Next time you see a container ship go to https://t.co/19y8bWxNq0 on your phone to see where it’s been and where it’s going next.
Iran’s Missile Reach Limited by Rebuilt Stockpiles
Iran’s initial response was fast: SRBMs hit US bases in the Gulf. Strikes on far bases like Jordan require MRBMs — as do strikes on Israel. Further retaliation and scale of damage hinge on stockpile depth: what was rebuilt after...
Gulf Nations Shut Airspace Amid Regional Tensions
UAE, Qatar, Bahrain, Kuwait airspaces remain CLOSED. (In addition to several other airspace closures elsewhere in region).
Simplify Complex Supply Chains: Real-World Success Stories
“We’ve tied ourselves in knots with the self-created complexity in modern #supplychain networks. And we can’t roll back the hands of time. But we can disentangle ourselves, as many exemplar orgs.—big & small—are proving.” > https://t.co/9vm6ZldSMK #procurement #sustainability https://t.co/k9s6bp1mCL
Military Barred From Top Defense Think Tanks, Limiting Expertise
Deeply disappointing to see that many of our top defense-related think tanks are now off-limits to our military’s officers. I would never have gotten to where I am as a China analyst without my time as a military fellow at @cnasdc,...
MWC 2026: Embracing Agentic AI in the IQ Era
MWC 2026 lands 🛬 March 2–5 📍Barcelona🥘 Theme: "The IQ Era" moving beyond "being connected" to a world where our networks and data centers think and act for us with Agentic AI. Which smart shift matters most? 🗳️👇 @GSMA @MWCHub #MWC26 #TheIQEra #DataCenters
Record US Crude Exports Threaten Brent Price Rally
Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...
Germany's Factories Run Below Average Amid Green Sanctions Pressure
Germany’s manufacturing capacity utilization is only running at 77.5% in January. Its long-term average since 1991 is 83.2%. GERMANY’S GREEN MADNESS & SANCTIONS AGAINST RUSSIA ARE A DEADLY ONE - TWO PUNCH. https://t.co/S87Xs4GTJY
F‑15C Launches with AIM‑7s, Likely Counter‑drone Sortie
Video shows F-15C Bazs taking off on a sortie for today's operation. It is armed with AIM-7 Sparrows, not uncommon for IAFs F-15A-Ds. Still, a bit odd for the general mission. It also does not have external tanks. Possibly on...
Ukraine Backs Iranian People's Freedom, Condemns Tehran's Russia Alliance
"The Ministry of Foreign Affairs of 🇺🇦 reaffirms the consistent position of our state: we support the Iranian people and their legitimate aspiration to live in security, freedom, and prosperity. The Iranian regime, which for decades has oppressed its own people,...
KORE Deal Surprises: 85% Bid Jump, 100% Return
Expected a $KORE definitive agreement to be struck. Did not expect an 85% bump to the original $5/shr bid. Over 100% total return since Nov'25. Remaining spread to the $9.25/share bid is just ~3%. One of the most unexpected M&A outcomes I’ve...
Trump’s “Drill, Baby” Stance Kills $4.9bn Wind Line
FT's Gillian Tett on Trump's "mad" energy policy "[His] 'drill, baby, drill' mantra makes him reluctant to embrace renewables…Last [yr] energy dept terminated a $4.9bn loan guarantee for an 800-mile…power line to take wind power from Kansas to Illinois & Indiana....
Tech CEOs Shouldn’t Dictate Policy in American Government
Letting tech CEOs “play politics and dictate policy” … are you aware of how the American government functions
Airstrikes Alone Won’t Overthrow Iran’s Regime
Frankly, I don’t see how the Ayatollah regime could be toppled, even through the most extensive and devastating bombing campaign, without boots on the ground and a full-scale occupation of a vast country of 90 million people. Especially after Trump allowed...
Unconfirmed Strikes Target Iranian Naval Bases, Preempt Mining Threat
There are unconfirmed reports that major Iranian Navy/IRGC Navy bases on the Persian Gulf and Arabian Sea have been hit. This would make perfect sense to preempt a mining operation and/or attempted closure of the strait.
High‑Altitude Takeoff Fatality Highlights Bolivia’s Risky Air Transport
Bolivia’s C-130 Hercules crashed right after takeoff from El Alto Airport today... carrying new banknotes, rolled onto a highway, caught fire. At least 15 dead, 30 injured. Locals tried to grab the scattered cash, police had to use tear gas......
Iranian Strikes Target Air Defenses Ahead of Night Flights
Strikes are occurring at sites throughout Iran. While these are likely targeting some time sensitive targets, many of these strikes would be used to prepare for aircraft operations over Iran. In other words, degrading and destroying what's left of Iran's...
Israel Secures Air Supremacy, Gains Insight on Russian‑Chinese Defenses
Israel achieved air supremacy over Iran in about the first 10-24 hours of the 12 day war. Not a single aircraft or pilot lost. Thanks to Israel, not only was there a great amount of air defenses destroyed, but there...
Future Doctrine: Maneuver as Rare, Deliberate, Protected Operation
“Old doctrine assumes maneuver is the default way to fight. Future doctrine should treat it as a rare, deliberate act that is planned, resourced, and protected.” https://t.co/U0K4HrDClf
US Presence Could Enable 1,000+ Daily Middle East Sorties
In the 12-Day War, Israel conducted roughly 1,000 sorties and struck more than 900 targets in Iran. For comparison, during Operation Desert Storm, the U.S.-led coalition flew approximately 2,200 sorties in the first 24 hours and more than 116,000 sorties...
Israel Launches Preemptive Strike Against Iran
Iran Is Under Attack Israel has stuck Iran in what it is calling a "preemptive attack." Rolling coverage, updating in real time: https://t.co/giuwrpAOfR
Interceptor Stockpiles Dictate Middle East Precision Strike Outcomes
Any strike campaign in the Middle East employing precision-guided munitions will be shaped by the United States’ and Israel’s interceptor stockpiles and magazine depth. As @AmosFox6 and I like to say, you may not be interested in attrition, but attrition...
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Iran’s Leaders Questioned as Air Defenses Remain Unclear
Was Iran’s Ayatollah Khamenei, President, senior leaders targeted tonight? Where was Iran’s air defenses? Not recovered after the 12 day war?
Friday's Roundup: Sunway IPO, Plot, Profit Swings
Summary of Major News on Friday, 27 February 2026:  1. Sunway Healthcare’s Historic IPO and IJM Corp Bid Update 2. Alleged Plot to Topple the Government Uncovered 3. Petronas Faces 18% Profit Drop Amid Oil Price Slump 4. CIMB Reports Earnings Growth and...
Seeking Date for Kids Online Safety Bill Markup
Does anyone know what day the markup of the “kids online safety” bills is supposed to start next week?
Truck Deaths Outpace 9/11; We Must Identify Drivers
During September 11, 2700 Americans died. America implemented massive security procedures for aircraft, fought two wars, and spent trillions to ensure it would never happen again. We created massive surveillance and implemented identity tracking at airports to ensure we know...
Court Finds Facebook Likely Knew of 40M Profiles
wow. NdCal just denied Facebook's attempt to dismiss securities suit for Cambridge Analytica cover-up. Court says plaintiffs credibly alleged Zuckerberg and Sandberg knew it "possessed over 40mil user profiles" way earlier. 4th amended complaint added/redacted cited evidence. /1 https://t.co/Fm91ZEmOre
AI Is Critical Infrastructure; Anthropic's Permission Request Flawed
Ok, so now the truth comes out. The USA needs AI for critical systems to protect America. Anthropic wanted the US Gov to call them and ask nicely for permission in case of an emergency. As I keep saying. AI is...
Illinois Risk Pool Bleeds From Fraudulent Chameleon Carriers
The Illinois State risk pool is an insurer of last resort. Unfortunately, due to the massive amount of fraud coming from chameleon carriers and fleets with fabricated safety records, it is bleeding out. https://t.co/PttPnIgNtk
Automation Upgrades Talent, Freeing Minds for Impact
When teams hear “Automation,” they think job security , not efficiency. Reality: automation doesn’t replace talent. It upgrades it. It’s not here for creativity or strategy. It removes repetitive tasks that drain impact. The myth: Robots are taking jobs. The truth: Technology removes robotic...
Ellison Vows Unchanged DCU Creatives, Marketing Faces Shake‑up
Too early to tell, although #DavidEllison made a commitment to keep the creative heads of both WB and Paramount as they are, so if he keeps his promise, nothing changes to the #DCU or #DCStudios at least on the short...