President Misstates Hospital Ship’s Destination, Heading West
I know the news cycle has moved on but are we just going to ignore that the President said a hospital ship was “on the way” to Greenland when it’s clearly headed to the Panama Canal and West Coast? https://t.co/EJNcVSHO2O
GRC Tools Are Still Just Digital Filing Cabinets
The GRC market is booming. Feels like I hear about a new platform every day but most platforms still feel like digital filing cabinets for policies and screenshots. There has to be a better way. What have you found that...
Progress Toward Off‑the‑Shelf Vaccines for Hereditary Cancer
We're making headway for off the shelf preventive cancer vaccines in people with hereditary forms of cancer, e.g. Lynch syndrome https://t.co/F3LqKS46BQ
Houston Leads Top Five Markets for New MOB Construction
🏥 Top Markets for New MOB Construction 1⃣ Houston 2⃣ Memphis 3⃣ Kansas City 4⃣ Los Angeles 5⃣ El Paso & Washington DC https://t.co/WGeA6KolkA
Adopting This Approach Could Accelerate
How many games might have come out years sooner or at all if they'd done similar? https://t.co/xQnUmXmze1 https://t.co/JIFcQsABbQ
EU Leaders Emphasize Energy Security and Affordable Power
Delighted to have a comprehensive discussion with @EUCouncil President António Costa @eucopresident in Brussels on global energy markets & European energy security – with a focus on the competitiveness of European industry & the importance of electricity affordability https://t.co/ixYMCcBHPY
Indonesia Likely to Miss US Farm Import Commitments
"Indonesia may struggle to deliver on new US farm import promises, traders say" 😲 https://t.co/EJEVp0S8sc
NYC Homeowners Face Nearly 10% Property Tax Rise
NYC Home Owners do you think this is FREE? Property Taxes going up nearly 10%
AI Integrates Health Data for Early Outbreak Detection
AI is entering public health infrastructures, connecting epidemiology, clinical data, and research into shared intelligence. When models flag outbreaks early and automate routine tasks, health systems allocate resources with precision and reduce delays. Microblog @antgrasso https://t.co/nuhbxsiFX3
Price the Moment, Not the Client’s Size
Charging Nike more than your local apparel shop isn’t value pricing. It’s entitlement. Most pricing advice says, “price the customer, not the service.” Charge big companies more than small ones. Big company, bigger budgets, higher price. Makes sense, right? Think again. This way...
Training Turns Sensor Failure Into Safe Space Docking
Flying a spaceship up to dock with a space station is an extreme event. During this docking with Mir our range sensors failed, so we had to use eyeball visuals & a stopwatch to figure the angles & speeds. Hit...
Indra Shows Capital Surge in Small EU Defence Sector
Indra Sistemas still one of the better examples of a lot capital flowing into a relatively small market-cap sized EU defence theme
Council Member Calls Beltline a Failure without Rail
💯 "I believe that the Beltline is a failure without rail." — Atlanta City Council member Liliana Bakhtiari, addressing MARTA interim general manager and CEO Jonathan Hunt at Wednesday's Transportation Committee https://www.axios.com/newsletters/axios-atlanta-684bd7a0-bcc0-4b89-ace7-5d7bcfdb784a.html
Antitrust Suits Warn Buyers to Diversify Digital Choices
Tech giants like SAP and Microsoft are facing antitrust lawsuits for limiting customer options and allegedly engaging in monopolistic behavior. As buyers, we must be aware and choose digital strategies. #TechAntitrust #DigitalStrategy #BuyerBeware https://t.co/F8cP5vxGcq
Reluctantly Addressing Coca-Cola's Sex Discrimination Lawsuit
I really didn't want to talk about the Coca-Cola sex discrimination lawsuit. But here we are.
WBD CFO Insists only Financially Viable Sports Deals Will Proceed
"We’re not going to be doing deals that don’t make financial sense for us" -- WBD CFO Gunnar Wiedenfels on sports rights deals. Question: Do any sports deals make financial sense?
Heritage Brands Embrace Creator Economy: Nat Geo Launches Program
As audience behavior continues to shift toward personality-driven media, more heritage brands are adapting. National Geographic is the latest legacy institution to launch its own creator program.
Nasdaq Bends Index Rules to Lure SpaceX IPOs
Nasdaq is contorting its own index rules to court the IPOs of SpaceX et al, and @thekrazykobra brings the 🔥 https://t.co/ExpsatLZ6h https://t.co/VjWaHmMJYd
Crude Oil Slipped Into the Cave Overnight.
Crude DID end up trading partially into the cave last night....but of course, not when we were looking for this yesterday... https://t.co/BuN0hJWHds
Soybeans Overextended; Funds Defend Upper Keltner Band
And for what it's worth, I even think the #soybeans are over extended here. Funds defended right at the upper keltner band yesterday, but wouldn't take much of a break to get below it leading to a possible break....
Trump Officials Refuse to Affirm States' Election Authority
Trump administration officials declined to affirm states’ authority to run elections during a private meeting with state election chiefs Wednesday, according to an election official who was on the call. https://www.democracydocket.com/news-alerts/states-asked-the-trump-admin-to-affirm-they-not-the-feds-run-elections-they-were-met-with-silence/
OrbiMed Leads Top Five Biotech VC Dealmakers
Always fun to look over @JohnCendpts annual list of the top 100 most active VCs in biotech for the past year Top 5, by # of rounds: 1. OrbiMed 2. RA Capital 3. GV 4. General Catalyst 5. Catalio Full list & analysis is live...
NTLA Floods Market with 6M New Shares, Cash‑burn Evident
$NTLA looks like they ran the ATM for nearly 6M new shares since last quarterly earnings? As I expected. Absolute cash furnace. Their runway guidance was always mathematically implausible without raising like this.
Warner Board Claims Value Delivery Amid Sale Process
The WBD board is "delivering significant value to WBD shareholders throughout the [sales] process" -- Warner CEO David Zaslav
Revolut IPO Sparks Unprecedented Fintech VC Liquidity
We are going to see previously unheard of liquidity in fintech VC following the @Revolut IPO. "The firm is targeting a valuation of at least $150 billion through any listing." https://t.co/mos6kPJDYO
Rail Freight Remains Essential Amid Market Cycles
Rail freight remains essential — even in a cyclical market. On Talking Transports, I speak with $GBX CEO Lorie Tekorius about railcar demand, margin strategy, tariffs, consolidation & rail’s long-term opportunity. 🎧 Listen on Apple: https://t.co/EbDO5FpQUB and Spotify: https://t.co/7D0t2hC6Ig #Rail #Freight #Logistics #Transportation...
Maersk's Profit Hinges on Overcapacity and Suez Reopening
Maersk. Profit—or not. Overcapacity vs return to Suez Canal.. And what it means to rates.
Warner Bros. Discovery Investor Call Launches with Top Executives
$WBD investor call is about to begin. David Zaslav, Gunnar Wiedenfels and JB Perrette are on the call
Choosing the Right Leader Drives ROI and Trust
Discover how selecting the right project leader can boost ROI and build trust within your organization with 𝐑𝐚𝐲 𝐇𝐚𝐫𝐤𝐢𝐧𝐬. Stream now: 🔗 https://t.co/xZpXrFRDa1 📽️ https://t.co/IcAVWuUjlI 🔗 https://t.co/DmYp21NDA3 #Manufacturing #LeadershipDevelopment #ROI https://t.co/HrT69nqwVy
Flatbed Trucking Booms as Manufacturing and Data Centers Surge
Trucking market conditions continue to be very tight, but nothing as significant as flatbed activity. Flatbeds are going hyperbolic, as demand for rust belt industrials (think steel) and manufacturing components heat up. Flatbeds are always on the front end of...
FCC Examines Shift of Sports From Broadcast to Streaming
D.C. Memo: @BrendanCarrFCC Has @FCC Looking at Migration of Sports Programming from Free TV to Streaming Platforms https://t.co/9Jr851pmvN
Legacy Cold Chains Can't Meet Modern DTC Demands
Cold chain logistics systems built 30+ years ago can’t support DTC, SKU explosion and two-day frozen delivery. That math doesn’t work. Margins shrink. Service risks rise. There’s a better way... #ColdChainLogistics #ColdChainSolutions https://t.co/RUl27ecRqu https://t.co/RZKvYHq964
Final Call: Pre‑Qualification for Sierra Leone Mini‑grid Project
We will soon be closing the first call for Pre-Qualification Applications for the Salone Off-Grid Renewable Energy Acceleration (SOGREA) initiative to develop & upgrade #minigrids in #SierraLeone. More on application guidelines and eligibility criteria 🔗https://t.co/33ny5TBLTw https://t.co/0B4a9nAILj
RVMD Switches PRMT5 Partner From T
$RVMD was collaborating with $TNGX in PRMT5, but now it's working with $BMY (remember that ex MRTX project?). Via @ByMadeleineA @ApexOnco -> https://t.co/mGZjKOiB7p (And $AMGN still dose optimising.)
Overture's Built‑In WiFi Eliminates Bumps and Fuel Burn
Fun fact: we are designing WiFi into Overture, so there will be no bump at all and no fuel burn impact.
Google Messages Adds Scrollable RCS Business Profiles and Archive Feature
Google is streamlining the Google Messages interface by bringing a consistent, scrollable design to RCS Business Profiles that matches personal contact pages And a new "Archive" option in profile details page. ✅ Details and screenshots - https://t.co/2GxxCFh1Tf https://t.co/DpanHwfdjB
India’s Post‑Sindoor
“India After Operation Sindoor, Through the DIME Framework,” my latest in @RCDefense with @DaganLauren #india #OperationSindoor https://t.co/GKfP6zpp1F
US Oversupply Drives Down Energy Prices, Peaks Likely 2026
Peak Gas, Crude Risks Elevated in 2026; Energy Price Trend Down - Absent a supply shock from potential hostilities with Iran, crude oil may be more likely to peak in 1Q on the back of natural gas. Predominant downward price...
Brazil's Record Soy Output Caps 2026 Prices Near $11.70
Are Soybeans Getting Too Hot Near $11.70? Runaway Brazilian soybean production is a top pressure factor for prices, and $11.70 a bushel in 2026 may be too high. My graphic shows the US-traded oilseed bumping up against the 2025 peak, at...
Importers Weigh Discount for Guaranteed Immediate Tariff Refunds
If you are an importer, what % discount would you accept to get paid the full amount on your tariff refunds right now with 100% certainty and you keep the money even if there are no refunds.
Kalshi Uses Public Enforcement to Signal Legitimacy
Fascinating to see @Kalshi taking so much action on alleged insider trading Legitimacy through very public enforcement. It's like an inverse regulation by enforcement. It's enforcement by industry to demonstrate being regulated. Kalshi accuses MrBeast editor of insider trading : NPR https://t.co/3sI6leeiBM
U.S. Sends 100 Advisors to Train Nigeria Post‑Airstrike
Following the Christmas Day U.S. airstrike on a jihadist target in northern Nigeria, the U.S. has deployed 100 troops, more so advisors, to train local counterterrorism forces in Nigeria. Full Newsletter: https://t.co/uIZSP3p5af #nigeria #usmilitary #geopolitics https://t.co/j1BH1u6PXG
Velesto Energy: More Than Just Oil Drilling
Who is Velesto Energy Berhad? 🌊🏗️ If you’ve been following the Malaysian stock market or the O&G sector, you’ve definitely seen this name. But do they just "dig for oil"? Here’s the breakdown of this local giant. 🧵👇
Cava Targets 1,000 Locations, Sparking DC Retail Opportunities
Cava is aiming for 1,000 restaurants by 2032. The DC-based chain just hit $1.2B in revenue and plans to pass 500 units this year. Same-store sales were flat last quarter, but expansion is driving growth. They’re preparing for 100 openings a...
China's 90% Model Threatens 20 Industries—Act Now
My new book China's 90% Model launches March 17 To mark the launch of my book, I am hosting an exclusive session for my LinkedIn community. Are You Aware? Do You Know? In one hour I will take you through: 🔹What China's...
Outbound Tender Rejections Surge to 14% Cycle High
Outbound tender rejection rates hit new cycle high at 14%. This rally is not slowing. https://t.co/LgTV2YoYEW
English Violation Rate Hits Record 103 Daily
The compliance momentum is increasing. English proficiency out of service violations are up to 103 per day, the highest in history. https://t.co/3Zplufl4lC
Last Tickets: Fireside Chat with RXO CEO on Freight Market
Still some tickets left to our first event of the year. We have a great speaker lineup and I am very excited to speak with RXO’s CEO in a fireside chart to discuss state of this crazy freight market.
Burning Out on AI, Missing Family, Game Release
I have this insatiable urge to work 100 hour weeks to deploy the latest AI @flexport, and struggling to find time to be with my family and then they have to go and drop the most perfect video game ever...
US Crude Stocks Surge 16M Barrels, Gulf Coast Leads
U.S. CRUDE OILinventories surged by 16 million barrels over the seven days ending on February 20, the largest one-week increase for three years. The increase was concentrated at refineries and tank farms along the Gulf Coast where stocks rose by...