Supreme Court Blocks Key Tariff Components, Administration Must Seek Alternatives
Update on US tariffs: The Supreme Court has ruled 6-3 against components of the administration's tariff policy. The ball is now in the administration’s court—specifically the willingness and ability to impose tariffs under alternative legal authorities. #economy #tariffs #markets
Conservatives Embrace Carbon
Very interesting that Thomas, Alito, and Kav would sign up for carbon border adjustments under the President's emergency authority. Key question is whether the liberal wing can find space between tariffs and carbon border adjustments. https://t.co/TyTuDsECLC
The Odyssey Leads; Oppenheimer Lags in Early Tracking
I compared the tracking for #TheOdyssey and #Oppenehimer at the same five-month pre-release point to see what the data says. If you're curious: https://t.co/Pkk9ZNJcVS
Sarandos Reaffirms Netflix Commitment to Warner Bros Theatricals
Takeaways from my interview with Netflix’s CEO Ted Sarandos, specifically his detailed commitments to theatrical releases for Warner Bros movies ⬇️⬇️ https://t.co/y6Ya3j2nWi
Neutrophil Phenotypes and Spatial Patterns Mapped in Colorectal Cancer
Single-cell integration and multi-modal profiling reveals phenotypes and spatial organization of neutrophils in colorectal cancer https://t.co/0FLusa7vuB https://t.co/8MswWoLhCa
Embrace Weirdness: It Fuels Brand Cultural Equity
The best brands stay a little weird. They ship things that don’t always look scalable. They create moments that make their community lean in. JW_Anderson made a pigeon clutch. @Balenciaga sold a luxury trash bag. @MSCHF dropped the big red boot. On paper, some of...
ESPN Ditches Sunday Night Baseball for New Venture
Last year, ESPN and Major League Baseball appeared to have struck out. A decades-old alliance was torn asunder, with the Disney sports giant backing away from “Sunday Night Baseball.” ESPN believes it has gotten its corporate mitt on something better. https://t.co/P87paXqRNS
ESPN, MLB Launch Streaming Games to Win Die‑hard Fans
ESPN, MLB Take New Swing at Games They Hope Bring Die-Hard Fans to Streaming https://t.co/P87paXqRNS via @variety
Sky‑High $3K+ Rates Often Just a PR Stunt
I was quoted in yesterday's edition of @dealbook, re: billable-hour rates north of $3,000: “At a certain point, for some firms, it’s a publicity stunt.” https://t.co/G6QQeNnJeB
Turn Cybersecurity Into Competitive Advantage with Proactive Leadership
Cybersecurity leadership today goes beyond defense. We need to turn security from a barrier into a business advantage. We do this by building teams and systems that anticipate threats before they disrupt operations.
Trump's Surge Gives Iran Strike Capacity, but Costly
Trump's military surge now has the real strike capacity and key enablers needed for weeks of strikes on Iran. I told @FT the scale of this buildup signals credible strike preparation. But sustaining it without action would be incredibly costly...
Low‑budget Procedural Outsells Big‑budget Dramas, Audience Craves Sad Doctors
Streaming executives watching as a $5M an episode procedural beats out their $10M+ an episode shows. The people* desire good hospital shows about sad doctors. *I am people https://t.co/rmuvyhpc0B
Sports Leagues Confront Lockouts, Layoffs, and TV Uncertainty
The Varsity * New MLBPA interim head is prepared for a lockout. * Monumental Sports Network lays off five digital edit staffers. * NASCAR chief Steve O'Donnell: "Is there a number of races that makes more sense? Could it be 30—or even more?...
Screening Cuts Advanced Colon Cancer, Boosts Early Detection
Screening works for colon cancer. Largest trial ever done. Today @NatureMedicine A randomized trial of colon cancer screening by colonoscopy or occult blood (FIT) vs control in nearly 280,000 participants showed signficantly more early diagnosis (stage I-II) and less stage...
Historic Uncertainty Spurs Opportunities in AI and Energy Stocks
Thoughts? The World Uncertainty Index has surged to historic levels—exceeding Iraq War, COVID, and 9/11—and identify five stocks positioned to perform well under these geopolitical conditions: Palantir (AI battlefield intelligence), ExxonMobil and Cameco/CCJ (energy security), and NVIDIA (AI defense technology),...
Two New Far Cry Projects Confirmed: 7 and Live Service
Yves Guillemot confirms there are two Far Cry projects in development. One is Far Cry 7, the other is/was a live service spin-off. The franchise has historically had off year stand alone spin-offs so the gap after Far Cry 6...
Local Deposits Multiply Small Business Lending, Not Government Debt
Local deposit ➡️ Local loan ➡️ Local growth A $1,000 local bank deposit can support up to $30,000 in #smallbiz lending over 5 yrs. The same $1,000 in stablecoin backs government debt. Local deposits build communities. Stablecoin reserves fund Washington. #banklocal
Exercise‑induced Liver Enzyme GPLD1 Restores Memory, Boosts Vascular Health
Liver enzyme GPLD1 produced during exercise reverses aging- and Alzheimer’s-related memory loss by improving vascular health https://www.cell.com/cell/fulltext/S0092-8674%2826%2900111-X
Ubisoft Announces Two New Far Cry, Multiple Assassin’s Creed Projects
In a new interview with Variety, Ubisoft CEO Yves Guillemot says the company has: - 2 new Far Cry games in development. - Several Assassin’s Creed games in development, both single-player and multiplayer experiences. https://t.co/B59iFNd4rN
Klarna Hits $1B, Doubles Users, yet Stock Plunges
Klarna just posted its first $1B revenue quarter, successfully doubling its banking users to 15.8 million. The pivot from a pure BNPL provider to a global digital bank is underway. But Wall Street just handed them a massive 27% stock drop....
Ubisoft CEO Unveils $200M Cost‑Cut, Creative House Plan
Ubisoft CEO Explains Three-Year Plan to Revamp Game Publisher Through New ‘Creative House’ Strategy, More Than $200 Million in Cost Reductions https://t.co/3Q14sQldSc via @variety
US Underlying Domestic Demand Grew 2.4% in Q4
US GDP: A gauge of underlying domestic demand—real final sales to private domestic purchasers (GDP less inventory change, net exports, and government spending)—grew at a 2.4% annualized rate in Q4 https://t.co/XefZvVp18v
California Bans Unapproved 3D Printers to Curb Gun Parts
California bill would restrict 3D printer sales to state-approved models to prevent printing gun parts — joins Washington and NY on legal offensive https://t.co/Zd7PlM6jB2
Future‑Focused Supply Chains Need Flexibility, Not Past Data
Supply chains are measured by what happened last month, the year—the past. The last six years have shown unpredictability. From Covid to Trump & trade. A lesson not learned: Firms must look forward not backwards. And that also requires supply...
Allonic’s 3D Tissue‑Braided Robots Mimic Human Connective Tissue
The technology is undeniably impressive — but it carries a distinct 'Westworld' vibe. Anybody else feeling it? Allonic, a robotics startup based in Hungary, is developing humanoid robot bodies using a proprietary 3D "Tissue Braiding" system. The process weaves high-strength fibers, elastic...
Wounded Soldiers Inflate Russian 2025 Force Numbers
In 2025 Russian forces did not contract, however it is also very unlikely that the overall force grew by 100k. This amount of personnel did not go to force expansion. The likely discrepancy stems from those seriously wounded still being...
Teens with Dogs Show Better Mental Health, Fewer Issues
Is it ok to let your kids kiss the dog? A new study found that teenagers who live with dogs show better mental health and fewer social difficulties. In a group of 343 teens, dog owners scored better across five behavioral measures:...
Tekever Integrates Ukraine Combat Lessons Into EVO Drone
How Anglo-Portuguese UAV firm @Tekever is incorporating battle lessons from Ukraine for its latest EVO #drone #avgeek https://t.co/9hbPLZEY4l https://t.co/c2NdkqOs7K
Policy-as-Code Guardrails Preempt AI Compliance Violations
Agentic AI Gating Layer: Policy-as-Code = gating layer for agentic AI Controls AI actions by: Separating free-form reasoning (AI decides) from allowed execution (policy permits) Improving auditability (clear what AI can/can't do) Preventing compliance violations before they happen Guardrails, not post-incident cleanup. 📰 Intelligent compliance for...
India Sets Record with 36.6 GW Solar Installations in 2025
India installs record 36.6 GW of solar in 2025 #energysky -- via pv magazine global: https://t.co/9Ku0Ctbt1a
Nintendo's Q4: Hardware Leads, Moat Questioned
In your inboxes this morning Nintendo: Are We Doing This Again? $NTDOY - No Wall Street handholding (holiday quarter results) - Hardware sales, then software sales, then profits - What about memory chips? - Is there still an emerging moat? - My investment decision https://t.co/6BIv63lDlJ
Consumers Misunderstand Credit Scores; Banks Must Rethink Risk
Most consumers don’t understand how their credit score is calculated, and stigma keeps them from getting help. Financial institutions must rethink risk. We explore this with Steve Min, Chief Credit Officer at @CreditOneBank. Watch the full episode now: https://t.co/wUIHckaAy4 https://t.co/dX96wDMpfj
GM Energy Explores Leasing Residential Batteries, Bidirectional EV Chargers
GM Energy open to idea of leasing residential batteries, bidirectional EV chargers #energysky -- via Solar Power World: https://t.co/fF8I6yod6P
Roku TV Hides Free Channels Deep in Guide
D.C. Memo: YouTube's 'Antenna Man' Says Roku TV Burying Free TV Stations Deep Inside the Channel Guide https://t.co/l7tjBOMG7k
Trump's Blockade Collapses Cuba's Tourism Industry
#CubaWatch🇨🇺: Thanks to Trump's blockade, Cuba's tourism industry has entirely collapsed. Major hotels and airlines have completely shut down. Stay tuned. https://t.co/BF6qoIAgu0
Food & Ag Industry Braces for Rising Ransomware Threats
Food and ag sector weathers more ransomware attacks, braces for ‘strategic adaptation’ threats - Threat Beat https://t.co/Vt6H5NKPsU
Crude Hits 7‑month High Amid US‑Iran Strike Risk
Crude rallies to 7-month highs as market prices in the risk of US strikes on Iran. I spoke to @NDTVProfitIndia earlier today. https://t.co/NDv6pbwsZp
Design Wins When You Redesign the Entire Service
I once worked with a company that sold frozen ready meals to elderly customers. They wanted better website conversion rates. Straightforward brief, right? We did user research and found the real problems had nothing to do with the website: - Customers were...
Gold Poised for Reversion as Oil Bears Down
Is Gold the Next Big Commodity Trade? Historic Reversion Risks - Geopolitical tensions could add fuel to crude oil's bear market as it approaches good resistance while heightening peak signals in gold's bull market. The metal has reached historic extremes...
Supply Scare Could Deepen Brent’s Bear Market
A Supply Scare Can Add Fuel to Brent Downtrend - What will end crude's downtrend may be a top commodity question of 2026. A supply scare that spikes prices might fuel more of the same -- US-led Western Hemisphere production...
Gold's Parabolic Surge May Be Overheated, Reversion Likely
The Rock May Be Too Hot - Gold vs. Commodities - Inflation is notably absent from gold's parabolic rally, which may suggest a too-hot rock if history is a guide. From a base of 100 in 1964, gold in terms...
Iran's Three Pressure Points: US Troops, Allies, Hormuz
What could Iran target if tensions escalate? I joined @SheryAhnNews and @avrilhongTV on @BloombergTV to break down Trump’s Middle East buildup. I outlined 3 pressure points Tehran could hold at risk: US forces, regional partners, and the Strait of Hormuz....
US EV Charging Ports Jump 10%, Fast Chargers Rise 25%
U.S. ELECTRIC VEHICLE charging ports increased by more than 24,000 (10%) in 2025. More than half of the new ports were direct current fast-charging ports, which increased by more than 13,000 (25%): https://t.co/zEkOinhmj8
Ukraine's UAVs Destroy Russian Air Defenses and Infrastructure
Videos of FP-2 strikes by Ukraine's Unmanned Systems Forces and SBU Alpha on Tor-M1 and S-300VM air defense systems, command posts, warehouses, UAV launch points, and other targets. https://t.co/NYeDtpqsPM https://t.co/dpmHaDxrqK https://t.co/H2iQiNH8gF https://t.co/PO8F68r8Mn
NKTR’s Alopecia Areata Play: Market Misprices Massive Upside
Ok, so I have finally gotten around to writing out my updated thoughts/thesis on $NKTR. Link in this post. I'm about as bullish on the stock now as I've ever been. The document is very long (sorry, but it's free...give me...
Ukrainian Women Reveal Widespread Russian War Rape
"Hundreds of Ukrainian women and girls have reported sexual violence by Russian troops during the nearly four years of full-scale war in Ukraine, according to Ukrainian authorities and aid groups. The actual number of victims, advocates say, is most likely...
AZN's Calquence + Venetoclax Approved for CLL Treatment
#AZN Calquence combined with Venetoclax approved in US for treating Adults with Chronic Lymphocytic Leukaemia in a particular form.
Ukraine Poised to Earn Billions From Wartime Arms Exports
“Ukraine could export several billion dollars of military goods and services this year after authorising its first wartime foreign sales and is considering introducing a tax on those exports, a senior Ukrainian defence official said. Earlier this month, the state commission...
Poland’s Clean Heating Policies Cut Pollution, Saved Lives
10 years ago I worked with Polish colleagues to phase out coal heating. Clean heating policies worked – Poland’s air is cleaner today. Clear rules and support for households cut pollution and saved thousands of lives. https://t.co/qiuzuJE4dD https://t.co/HL0kLyy8KG
Trump-Japan $33B Ohio Power Deal Lacks Key Details
Trump’s $33 billion deal with Japan to build the largest US power project in Ohio is short on details ⚠️ It hasnt secured binding investments ⚠️ Still needs to lock in equipment suppliers ⚠️And was a surprise to the state’s regulator and...