Trump's Promised Superior NK Deal Never Materialized
The Trump people promised a better deal with North Korea than either the 1994 Agreed Framework or the JCPOA with Iran. That didn't happen then and it won't happen now. They might get some sort of deal, but it won't be better.
Home Prices Need Multi‑Metric View, Not Just Median
What are home prices doing? Here’s a look at some traditional price metrics and a few price indexes. I think it’s important in today’s market to look beyond just the median and average. https://t.co/flulXSqx4R
Biotech VC Webinar Launches with Top Experts, Thousands Registered
We'll be gearing up today's webinar on biotech venture capital at the top of the hour. Great guests, great topics. If this is a central issue in your life, tune in. Thousands have signed up already. https://t.co/c16y04mFsD
Wall Street Fears Both AI Overload and AI Scarcity
How is Wall Street simultaneously afraid of too much AI and not enough AI? 👇
Makary Slams FDA, Defends Rare Disease Drugs Amid Controversy
You've got to watch this Makary interview on CNBC. He attacks a drug, hits the Old FDA and circles all the wagons around Vinay Prasad, who "loves President Trump" and faces a fatwa (WSJ). Makary is getting major props for...
From 54% Analyst Returns to World's Largest Hedge Fund
This top II-ranked PC sell-side analyst made +54% per year from 1995–1999 running $15B … then founded a hedge fund that briefly became the largest in the world.
Combat AI Attacks with Automated Zero‑Trust Security
CIOs and CISOs face AI-driven attacks that outpace traditional defenses. The answer: automated AI security, zero-trust frameworks, centralized identity, and regular training. Fighting fire with fire is how we protect organizations. https://t.co/HSIY5JYyPE
DIY Gut Microbiome Tests Are Unreliable and Flawed
Direct-to-consumer gut microbiome assessments are unreliable, problematic: a review of 7 companies with significant methodologic issues https://t.co/atwmZUNjVE https://t.co/SqlMljuW0y
Questioning Trump's Grasp on Iran's Missile vs Nuclear Sites
I wonder if Trump is capable of distinguishing Iran's missile facilities (definitely reconstituting) from its nuclear facilities (much less clear), or whether its all mixed together in his head.
Brokers Seek DAT Alternative as Prices Soar, Truckstop Leads
There isn't a day that goes by where we don't hear that a large broker is trying to figure out how to fire DAT. A never ending cycle of subscription rate increases, combined with an arrogance in how they treat...
Wind‑Water‑Solar: The Cheapest, Cleanest Path to Energy Security
100% clean, renewable energy transition explained: Why WindWaterSolar is cheaper, cleaner, faster, and safer than any other option for addressing global warming, air pollution, and energy security. My clean Energy Edge Podcast with Russ Bates https://t.co/ok8VsPZwTC
Validate Demand, Craft Standout Product, Let Creative Drive Sales
How to build a $10M+ ecom brand (based on some of the most expensive lessons I’ve ever learned) PRODUCT & BRAND - Dropshipping isn't a business, it's a test - validate demand then move to white-label or you'll be racing to the...
Witkoff Warns 60% Enrichment Risks Rapid Further Enrichment
Again, I think that's clearly not what Witkoff meant -- although I accept his statement was exceptionally maladroit. IMHO Witkoff was explaining, conceptually, why the retention of the 60% enrichment would be a problem under a deal (ie it...
Flexport Winter 2026 Tech Release Live at 8 Am PT
I'm presenting Flexport's Winter 2026 Tech Release at 8 am PT (in 10 minutes). Watch live at this link, and then I'll be taking live questions from the audience after the presentation: https://t.co/BNfvF8nm6x
Rent Rolls Must Always Include Options and Option Rents
hey guys, I can't do much with a rent roll that doesn't show options and option rents/fmr - including that stuff should be standard 100% of the time
AI Upskilling vs Deskilling: Choose Your Future Role
#TimTalk – Deskilling Vs upskilling with AI what it means and where you want to be with Matt Mishak https://t.co/yKGchqQBMZ via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #SalesEnablement #Marketing #Leadership #Tech #TechNews #ArtificialIntelligence #FutureofWork
FDA Chief Backs Rare Disease Rejections, Lauds Vinay Prasad
FDA Commissioner Marty Makary defends rare disease drug rejections, Vinay Prasad "Vinay Prasad is a genius,” Makary said. “He’s on loan from UCSF. He’s published over 500 scientific peer-reviewed articles, and some of the drugs they are criticizing him for...
Protectionism Took a Century to Cripple U.S. Shipbuilding
Trust the process, Dominic. These things take time. I mean, it took almost a CENTURY for protectionism to destroy the US shipbuilding industry. 😏
Ten Near‑Term AI Predictions Shaping Healthcare
I've written so much about various details of healthcare's AI revolution that it was time to come up with a high-level overview of what we can certainly expect from AI in the next few years. 10 predictions, coming from four...
State Reclaims 35% Stake in Ramu Nickel
Wonder if they are planning on buying in or exercising rights....nickel tape is coming... --> Post Courier: "State to take back 35% equity from Ramu Nickel" https://t.co/dJzUin421K #nickel #mining
US Treasury OKs Venezuelan Oil Resale to Cuba, Details Murky
#CubaWatch🇨🇺: Yesterday, the US Treasury said it would authorize the resale of Venezuelan oil to Cuba. But it remains UNCLEAR how or will this work. THE DEVIL IS ALWAYS IN THE DETAILS. https://t.co/PLsrYShRGo
Bipartisan Bill Misattributes Housing Prices to Investors
The crazy train is getting crowded. We now have a bipartisan Senate bill to block large investors from buying houses. The entire premise is based on misinformation, which I'll lay out here: STATEMENT 1: One co-sponsor, Sen. Hawley, shared his rationale this...
Customers Love Sharing Screenshots of Their Tariff Refunds
My favorite new thing is customers texting me screenshots of the amount our tariff refund calculator shows they will get back from the government https://t.co/JeiAW7wX99
Freight and Manufacturing Renaissance: Early Signs on Fox Business
I will be on Fox Business' Making Money Today with Charles Payne at 2:25 ET today to discuss the current state of freight and manufacturing renaissance that we are seeing early signs for.
Warner Bros. Games Plans Major Franchise Revivals by 2028
Warner Bros. Games will “return to some of our biggest franchises" in 2027-2028 says WB Games CEO JB Perrette. https://t.co/5OxOqI9h1i
RAN Guardian Optimizes Network by Targeting 5 Peak Sites
"Only 5 sites experienced peak loads, RAN Guardian optimized the network by adjusting those sites during the event." via DT https://t.co/BnHUMTqlWl
Featured in CNBC Nintendo Business Report with Arjun Kharpal
Yours truly is featured in this @CNBC Nintendo business video report by @ArjunKharpal, alongside @Chris_Dring: https://t.co/pLhVIlTkNg
Deskilling vs Upskilling with AI—Choose Your Future
#TimTalk – Deskilling Vs upskilling with AI what it means and where you want to be with Matt Mishak https://t.co/eYE2YlGZ5p
Assess Your Supply Chain’s ESG Regulation Readiness
How Ready Is Your Supply Chain for ESG Regulations? - https://t.co/vQMciV91ga @joinindago @Infor #ESG #ESGcompliance #supplychain #logistics
New Senate Bill May Double Trucking Rates, Boost Wages
The most significant legislation for freight since deregulation has been introduced in the Senate and could set off a trucking rate super cycle. This would create conditions that would bring back living wages to truck drivers, provide massive incentives to...
Startups Must Verify CRISPR Patent Freedom Before Launch
Anyone who uses CRISPR systems outside of non-profit and research purposes is subject to the patents that claim those processes as theirs. A lot of startups forget to do due diligence on that and think its fair game. Have you...
Top 5 Payment Processors Control 56% Market
Will anyone dislodge Stripe as the payments king? This chart is about the same as last year. Stripe lost a few points, but the same number of Do Not Accept / N/A remains the same. PayPal remained the same. Survey...
UPS Becomes World's Largest Express Air Cargo Hub
UPS overtakes FedEx to become world’s largest express air cargo hub https://t.co/4KagOwNarP Report - https://t.co/t55TpPGgln
Final EPA RVO Rule Arrives March, Redefines B
1. Reasonably clear that the all-important final EPA rulemaking on 2026-27 RVOs will be released by the end of March and that it will be fundamentally different from the June 2025 proposed rulemaking. Todd Hubbs and I tackle the...
Carriers Reveal Some Data, Hide Investment Secrets
The wireless industry is playing hide-and-seek with your investment dollars. Some carriers are finally showing their cards while others are pulling data off the table. Here's what they don't want you to know. 🧵📊
NASA Mars Spacecraft Contract Competition Heats Up
The contest for the contract to build NASA’s next Mars spacecraft is getting spicy. 🌶️ https://t.co/RhlVdkCXDG
Broken Firewall Shat
Let’s be honest in any assessment. I wouldn’t call it a credible news agency if this firewall is broken. It’s impossible. Completely destroys any trust from any remaining independence. 1/2 https://t.co/ykQW73VmPB
Trump’s Carbon Tax Repeal Averts Global Tanker Crisis
Can’t say I didn’t warn everyone that the United Nations @IMOHQ’s war on oil tankers was going to end poorly. This would soon be happening to almost every ship globally if Trump hadn’t destroyed the UN Carbon Tax
Importers Sold Claims for 20‑30¢,
Those importers who sold their tariff claims to Lutnick’s sons were only paid 20-30 cents on the dollar. Getting into the trade early? Are real importers concerned about getting refunds? Why? Dragging it out?
MP Materials to Build 10k‑ton Magnet Plant for U.S. Government
MP Materials says it will build its 10,000 metric ton per year magnet plant to supply the U.S. government in Northlake, Texas, a suburb of Dallas. $MP.
Orforglipron Outperforms Other Oral GLP‑1s in T2D Trial
Head-to-head trial of the oral GLP-1 drugs in people with T2D. Orforglipron was superior https://t.co/9B7RXIgdJY
Overture Launches First Brand-New Jet in 15 Years
Remarkably, Overture is first all-new airliner since inflight WiFi was invented. If this seems insane, remember that Boeing and Airbus quit developing new jets about 15 years ago. (Yes this is even more insane.)
Bozzuto Invests $1 B to Revitalize Aging Properties
Why developer Bozzuto Group is deploying $1 billion toward older buildings @CNBC @Bozzuto @Yardi #realestate #realestateinvesting #rent #housing https://t.co/xWwXMgYJvp
Warner Merger Spawns Chaotic Org Chart, Survival Unclear
Who survives the Warner merger mania? Org Chart From Hell: ‘Too Many Tentacles for One Octopus’ Latest @Lesleygoldberg https://t.co/No87HnVyFd
Data Skills, Not AI, Drive Future Business Success
73% of companies are investing more in data and analytics skills right now. Not AI skills. Data skills. Your AI returns depend entirely on your data foundation. The benchmark comparison doesn't change that.
Traders Profit From Tariff Refund Chaos as Giants Wait
"Wall Street Traders Are Pouncing on the Tariff Refund Chaos" https://t.co/im6M532qdH "The biggest companies, meanwhile, can foot the legal bills and will be more likely to wait for big payouts." https://t.co/l0NCZUu5ko
FDA Chief Warns Against Approving Risky, Ineffective Rare‑disease Drugs
$QURE down this morning on comments made by FDA Commissioner Marty Makary to CNBC's Becky Quick. In a discussion about rare-disease drug approvals and Vinay Prasad, Makary said this: "I think there has been a bit of an effort to...
Consumer Fintech Still Holds Massive Untapped Opportunity
There are a lot of reasons for this, but the net-net is tha this is why there's still so much opportunity for consumer fintech.
China's Duties Keep US Soybeans Off Its Market
US farmers and soybeans exporters not to get more China business? China duty still exists. Supply chains. Maritime.
TSMC Fuels Taiwan's $70B Quarterly Surplus, 33% GDP
A day that was a long time coming -- TSMC's dominance of chip manufacturing led Taiwan to post a $70b quarterly current account surplus in q4. That is $280b annualized, or a surplus of ~ 33% of GDP Never...