Local Communities File Final Legal Challenge Against Marinus Link
Locals launch last-ditch legal challenge in bid to stop Marinus Link #energysky -- via Renew Economy: https://t.co/3JXw7onas3 https://t.co/YacCtryQP3
CBS Highlights Ratings Competition, Undermining Netflix Antitrust Claim
Funny to see CBS promote Nielsen ratings showing robust competition for U.S. TV audiences that contradict its parent company’s antitrust narrative that Netflix is too dominant… https://t.co/z1adVe6D1T
Insider Take‑Private Looms as Settlement Clears Weedmaps Squeeze‑Out Path
No Cheap Squeeze-Outs: My Process Letter to the Weedmaps Board The settlement AIP cleared the path for insiders to strike. With a renewed take-private looking imminent before the proxy, I just served formal notice to the $MAPS Special Committee. See full presentation,...
Predicting PM Reaction to AI News Gives Edge
i should have realized a widely shared article on social media that mentioned credit card AI disruption would cause $AXP & $V to sell off today. PMs are shooting first and asking questions later. figuring out how PMs will react...
Canada’s Political Cross‑currents:
Last Week, This Morning for Feb. 23 1. Electrification of Canada - the narrative trap 2. CPC floor crossing, Jivani in Washington 3. Danielle Smith and immigration, 9 referenda 4. Gil McGowan and Alberta unions fight back #ableg #cdnpoli https://youtu.be/NQLr-oMVHKk
Affinius Deal Values Veris REIT at $3.4 B
Fuggetabout all that tsouris over investors claiming #Veris, fka #MackCali, w/undervaluing itself. #Affinius group in deal that values #REIT at $3.4B. #WallSt #multifamily #residential #VistaHill #realestate #CRE #Kushner https://t.co/W7mr3PhzY4
Ukraine Says Russian Spies Use Telegram, Urges Restrictions
After a terrorist attack yesterday in Lviv, Ukraine's Minister of the Interior Ihor Klymenko said that the Russian intelligence services communicate with Ukrainian agents through Telegram in at least half of the cases. He said it is impossible to ban...
AI-Driven Playbook: Build $100M Ecommerce From Scratch
How to build a $100M+ company with AI in ecommerce: Step 1: AI scrapes social media for viral content in a niche It's watching what's trending, what's getting engagement, what people are talking about. Step 2: AI creates organic content around that niche Start...
CIOs Won’t Replace Core Enterprise Apps with AI
Not one CIO we are talking to is vibe coding a replacement to $NOW or $SAP or $ORCL or other critical business apps. It simply isn’t happening and it won’t. 👀 This doesn’t mean AI isn’t disrupting some software, but this...
Take Back Our Food System: Choose Whole, Demand Better
Even our junk food is getting worse. Our food system has been hijacked, but we can take it back. Read labels. Choose whole foods. Demand better. h/t @drmarkhyman
Master These 5 Essentials to Boost Clothing Sales
If you’re going to sell clothing, you need to understand these 5 things. This is why your content flops and your sales stay stuck.
Certainty and Uncertainty Dominate Intersolar Energy Storage 2026
Certainty and uncertainty take center stage at Intersolar and Energy Storage North America 2026 #energysky -- via pv magazine usa: https://t.co/gtDWrb7IcT https://t.co/VEuvEuSaRB
There’s No Such Thing as a “Clean” Environmental Site
It's only Monday and I've already heard 2 people refer to a "clean" environmental. There is no such thing. It's just a casual way of describing an environmental site assessment that ostensibly has no issues or concerns. But not only is it misleading,...
Gold Overvalued? Questioning Its Safe‑Haven Status
Is the store-of-value, gold, too stretched to be considered a safe haven? https://t.co/nC6Jxgznlb #gold #bonds @markets https://t.co/VvCZYA742S
India's Power Shift Gains Speed, Yet State Gaps Remain
India’s electricity transition accelerates, but state-level gaps persist, says report #energysky -- via pv-tech: https://t.co/8JMDFaeeSy
Lawyers Grade SCOTUS Tariffs Opinions; Plural
What letter grade does my audience of lawyers and law students assign to the #SCOTUS opinions in the tariffs case? The pick of the plurality is where I end up (for reasons given in my analysis of the ruling). LINK: https://t.co/6HIRtu5Cha https://t.co/Q1m3W3MmMQ
Build Luxury Units to Boost Affordable Housing Supply
If you want more non-subsidized, naturally occurring affordable housing, build a lot more "luxury" apartments and condos.
Green Tech Production Quadruples, Outpaces All Consumer Goods
Technology production (green) * ~50 in 2000 * ~190 today Nearly a 4x increase over 25 years This is the only category with powerful long-term structural growth. It recovered strongly after 2008 and exploded again post-2020. Everything else? Mostly flat. Industrial Production: Consumer Goods (2017...
AI Personal Trainer Revolutionizes Strength Training
I love my new AI personal trainer. In addition to knowing all my metabolic parameters & strength of each of my muscle groups, she also identifies imbalances and helps me correct it. Is this the future of strength training? https://egym.com/us
Engage Caregivers Early to Make AI a Support Tool
AI adoption in healthcare coding starts with people. Nick Judd of Cleveland Clinic shares why engaging caregivers from day one helped teams see generative AI as a support tool—not a replacement. 🔗https://t.co/cMNcrP9ZWl @ClevelandClinic @DukeHealth #AKASA #AHIMA25 #HITSM https://t.co/FtfPW5BWKP
Geometry-Constrained Optimization Expands Rooftop Solar Potential
Beyond rectangles: How geometry-constrained optimization can unlock more rooftop solar #energysky -- via pv magazine usa: https://t.co/XnjsGEvlbI https://t.co/YpXtdzFktR
Defense Budget Must Prioritize Airlift Over Kinetic Weapons
If they are really going to do a $1.5T defense budget, additional heavy airlift assets (C-17 line restart or whatever) absolutely needs to be in that and in a big way. It's more important than the kinetic stuff (which even...
Sell‑side Analysts: Useless in Bull, Deadly in Bear
This is not specific to OWL, but today’s sell-side discourse reminds me of some excellent advice I got when I was just starting in this biz: “you don’t need sell-side analysts in a bull market, and in a bear market...
World's Largest Solar‑Storage Project Achieves Grid Sync
World’s largest solar-plus-storage project completes initial grid synchronization #energysky -- via pv magazine global: https://t.co/Dw6ir5rO3W
Explosive Silver Junior Rio Silver Under Analyst Spotlight
Rio Silver $RYO.V $RYOOF Don Durrett and John Feneck take a closer look at Rio Silver. Must-watch if you like explosive Silver juniors ... https://t.co/XbSRRs7hRq
Exploring Media Theory: Ong, McLuhan, Gutenberg Parenthesis
Oh, how I'd love to nerd-out with Joe Wiesenthal and @DKThomp about Ong, McLuhan, and the Gutenberg Parenthesis. 1/ https://t.co/rdWwCs10Su
Open Cosmos Seeks $200M for European Ka‑band Broadband
.@Open_Cosmos seeks ~$200M in financing ahead of June & Sept deployment deadlines for its Liechtenstein-licensed Ka-band broadband constellation. Co says Europe should rally around it. @defis_eu @aee_gob. https://t.co/0cbcoHxGVq https://t.co/OZBFODhK9v
Peter Attia Removed as CBS News Contributor
…. And the shoe drops. Peter Attia out as Cbs News contributor. This was just waiting to happen. Story here: https://t.co/99esYUSIJH
Attia's CBS Exit Coincides with Paramount Skydance's Warner Bid
Dr. Peter Attia has finally been pushed off the CBS News contributor rolls -- just as parent Paramount Skydance is about to make its 'best and final' offer for Warner https://t.co/Zjfxf7QXbH via @variety
Starlink Monopoly Will Dominate Residential Broadband Future
Enjoyed my panel today during the opening session at #RTIME2026 here in Orlando. My message: Elon Musk doesn't care about your economics. And in 5 years time, your biggest issue will be what to do about Starlink's monopoly in residential...
My Prediction of Ergen's Bid Stunned AT&T Insiders
Fun chat today with someone who was in the AT&T bidding room for Auction 97 (AWS-3) and told me how astonished they were that I'd figured out Ergen's bidding strategy and blogged about it. Apparently AT&T's CEO didn't believe it......
Meta Prioritizes Broad Targeting Over Tight Layering
Meta just made detailed targeting "mostly a suggestion." Graph API v25 dropped this month bringing an inevitable conclusion to a direction they have been signaling for a long time. Your audience selections? They're now inputs, not constraints. If you're still building campaigns around tight...
Gilead Deal Validates FDA One‑Trial Path, Boosts IMMX
$GILD $ACLX $7.8 billion acquisition 68% premium, Ph3 just starting. Validates new FDA policy for a single pivotal trial validated by BLA acceptance. Large pharma moving faster, de-risked. $IMMX thesis and data grows stronger, 95% (CR), same parallel strategy, and clear...
Kinetic Tokens: Key to Future 6G Networks
Exclusive: T-Mobile’s John Saw explains kinetic tokens and why they matter in #6G @TMobile 🖇️ https://t.co/mGCxser6lP 🖇️ https://t.co/HPULmUhbqx
Global CO2 Levels Set to Flatten, Then Decline
I expect we will see similar results worldwide soon, country by country. A flattening of CO2, followed by a decline, as renewables replace coal and gas, and EVs displace gasoline/diesel.
AI Boosts Cybersecurity, Yet Humans Remain Essential
Simple analogy on AI and cybersecurity. Security has never been solely a technology problem - it's largely a people problem. Complexity of business integration, misconfigurations, legacy systems, business transformations, M&As, etc. are all part of this industry we call cybersecurity. I can't remember...
Energy Firms Ramp up Lobbying for Venezuela Opportunities
👀 #Energy-related companies' interest in opportunities in #Venezuela is starting to show up in lobbying reports. Expect to see more of this K Street action, as we reported in this morning's @axios Future of Energy newsletter. #OOTT (1/3)
Marines Retire Harvest Hawk Kits, Ending C‑130 Close‑air Support
KC-130J’s Hellfire Missile-Firing Harvest Hawk Kits Retired By Marines Developed to turn USMC C-130s into close air support platforms during the Global War on Terror, Harvest Hawk's relevance has waned. https://t.co/FWdjbg1wcs
Canada’s Innovation Poised to Lead Global Carbon Removal
How Canadian Innovation and Entrepreneurship Could Lead Global Carbon Removal Senator @colindeacon discusses “Carbon Removal, From Air to Sea,” released on Feb 5. #cdnpoli https://youtu.be/MrWuN-uuFzk
Vanbarton Leads Office‑to‑Residential Conversion Surge
The office>resi #conversion frenzy+#Vanbarton's central place in it. Boss #RichardACColes discusses that+other issues. #NYC #realestate #CRE #multifamily #MayorMamdani #467M #NoMad #mortgage https://t.co/ceQM1ZXDsf
June 13 2026 Deadline Ends Tariff Refund Protests
The key deadline your company needs to be aware of to make sure you're eligible for tariff refunds is June 13, 2026. After that date you will not be able to file protests for entries filed on February 4th,...
Permits Drive 50% Premium, Blocking LA Housing Supply
Developers are willing to pay 50% more for land that already has permits to build in the city of Los Angeles: "Overall, our results suggest permitting is a major barrier to housing supply in Los Angeles"
Renewables and Batteries Dominate 93% of New U.S. Capacity
Renewables and Batteries Comprise 93% of New U.S. Generating Capacity This Year #energysky -- via Heatmap News https://t.co/UokkhuyyPf https://t.co/QES3dHLq5F
Britain’s Chagos Choice Signals Resolve to China
Britain’s decision on the Chagos Islands is more than politics. It shapes how strategic rivals — especially China — interpret UK resolve, alliances and influence. This analysis explains why this matters in the context of great-power competition and what it reveals about...
Mortgage Rates Dip Below 6%, Lowest Since 2022
#Mortgage rates just dropped below 6%, matching lowest level since 2022 https://t.co/MSs7B1Npgs @mortgagenewsmnd @MG_MBS #realestate #realestateinvesting
Nuclear Plant Overruns Cost by €2.5bn, Delayed 12 Months
World’s most expensive nuclear power plant blows out again, by €2.5 billion and 12 months #energysky -- via Renew Economy: https://t.co/IAT2b1WZ5z https://t.co/VcM9xK4NFF
Energy Crises Drive Nations Toward Solar Adoption
Ukraine turned to solar power as their energy infrastructure is destroyed by Russia. Cuba turns to solar power as the U.S. cuts off oil shipments. See a pattern here??
Netflix
Keep in mind in the Netflix vs. Paramount contest for Warner Bros... Netflix does not propose to absorb CNN, TNT, TBS. It would spin them off in a new company like Comcast did with MSNBC. Whereas the Ellisons want to show...
Iran Hints at Quick Nuclear Deal Amid US Military Buildup
Iran Signals Possible “Fast Deal” To Be Made In Nuclear Talks As U.S. Military Build-Up Grinds On Iran may be softening its negotiating stance as pressure builds in the form of hundreds of combat aircraft and dozens of warships arrayed around...
Three AI‑Resilient Stocks Offer Bullish Opportunities
I joined @BNNBloomberg this morning to discuss Stocks Resistant to AI Disruption, where I gave the bull case for 3 equities that we are long. We also chatted about "AI agent vs AI agent combat" Here's the link: https://t.co/ZhP0KSAQtz https://t.co/kvEc8YnfTy