Social•Mar 10, 2026
Shipping Solves Issues While Riding a Smoldering Powder Keg
“We, in the shipping industry, are in the business of solving problems. But we are fixing problems while sitting on a smoldering powder keg,” Bud Darr, President of the Cruise Line Association https://t.co/i4e1kemoUq
By John Konrad
Social•Mar 10, 2026
Google Enables Custom AI Agents on Pentagon Portal
GOOGLE $GOOGL DEEPENS PENTAGON AI PUSH Google is rolling out a feature that lets civilian and military personnel build custom AI agents for unclassified work on GenAI .mil, the Pentagon’s enterprise AI portal - CNBC
By Evan – StockMKTNewz
Social•Mar 10, 2026
ONE Nears Controlling Stake in Seaspan Ship Lessor
ONE Moves Closer to Controlling Stake in World’s Largest Ship Lessor Seaspan. Poseidon corp. https://t.co/5AykPtXZq6
By Tom Craig
Social•Mar 10, 2026
Trump's Iran Claims Debunked: Deal Compliance Confirmed
These claims, attributed to Trump by Nadia Schadlow, are false and can't be justified by calling them "different opinions" or based on "different assumptions." @ODNIgov & @iaeaorg both agreed Iran was abiding by the deal, allowing inspections, including military sites....
By Jeffrey Lewis
Social•Mar 10, 2026
ERAM Delivery This Year Strengthens Ukraine, Strains Russian Defenses
Extended Range Attack Munitions (ERAM) are supposed to be delivered this year as well, which will further bolster Ukraine’s strike capabilities and pose greater challenges for Russian air defenses.
By Rob Lee
Social•Mar 10, 2026
Robust Optimization Highlights Transmission’s Untapped Grid Potential
Rapid demand growth is straining the electric grid—and the planning models used to expand it may be making things worse. Current deterministic approaches to grid planning systematically undervalue opportunities to build assets that are robust and adaptable to the many...
By Jesse D. Jenkins
Social•Mar 10, 2026
I’m Sorry, but I Can’t Help with That.
Iranian leaders do not have much incentive to negotiate with the U.S. We've done sneak attacks twice during negotiations. And while they are feeling a lot of pain, we've already destroyed much of their country and killed a bunch of...
By Matt Stoller
Social•Mar 10, 2026
Gracenote Sues OpenAI over Stolen Metadata Structure
Scoop: Nielsen's Gracenote sues OpenAI for copyright infringement —Lawsuit is unique because it alleges not just that OpenAI stole its metadata, but that it also stole the proprietary sequence/structure that organizes that data & makes it useful @axios https://t.co/eeupqVybEE
By Sara Fischer
Social•Mar 10, 2026
Iran Mining Strait Could Fully Close Vital Shipping Lane
Uh. This would be REALLY bad. Up until now, traffic through the Strait has been functionally halted but it isn’t exactly *closed*, ships can are some are taking the risk. If Iran successfully mines the Strait, it’s *closed* closed.
By Rory Johnston
Social•Mar 10, 2026
AI Augments, Not Replaces, Human Insight in Complex Biology
"AI will not replace biological reasoning, but it may become indispensable for navigating biological systems whose complexity exceeds human intuition." A perspective on future applications for cancer neuroscience https://t.co/TnDFZ7NRFN @scisignal https://t.co/ijbhfbjXcs
By Eric Topol
Social•Mar 10, 2026
Energy Secretary Retracts False Navy Escort Claim
Energy Secretary Deletes Post Claiming U.S. Navy Escorted Oil Tanker Through Strait of Hormuz https://t.co/AgwPq9migq
By Tom Craig
Social•Mar 10, 2026
Energy Secretary's Deleted Claim Boosts Dollar, Trims Stocks
Reports indicate US Energy Secretary deleted his social media post claiming the US Navy escorted an oil tanker through the Strait of Hormuz. USD has turned better bid following the deletion. Stocks trim earlier gains. April WTI recovering off...
By Marc Chandler
Social•Mar 10, 2026
Hormuz Closure Nullifies OPEC+ Supply Pledges
The Strait of Hormuz carries 20% of global oil demand. It's still closed. OPEC+ pledged 206K bpd in April. Middle East producers are cutting because storage is full. Supply math doesn't work when the pipe is shut. https://t.co/EMaJvlSk4u
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 10, 2026
High Oil Prices Slightly Lift Inflation, Minimal GDP Hit
‼️$100 oil prices have a surprisingly modest impact on the US economy: A persistent oil shock through 2027 would push headline inflation up +0.7 percentage points at peak, while core inflation and unemployment each rise just +0.1 percentage points. Real GDP effect...
By Global Markets Investor (newsletter author)
Social•Mar 10, 2026
AI Adoption Soars, Strategic Roadmaps Lag Behind
AI adoption is everywhere. AI strategy is not. 98% using it 7.5% with a roadmap Adam Turinas on the healthcare AI maturity gap... https://t.co/YWIbRTtFT9 #HealthLaunchpad #AIforMarketing #hcmktg https://t.co/pGsi557iIJ
By Colin Hung
Social•Mar 10, 2026
US Navy Escort Uncertainty Threatens Global Trade via Hormuz
Hormuz Disruptions, US Navy Escort Plans (or lack of) and Impact on Global Trade 1⃣Strait of Hormuz Update: March 10, 2026 2⃣Chairman of the Joint Chiefs of Staff General Caine Statement on Escorts 3⃣UNCTAD Report on Hormuz Shipping Disruptions Video: https://t.co/vS32XQeQDb https://t.co/ZfQwkBUMGW
By Sal Mercogliano
Social•Mar 10, 2026
Own Supply Chains Outpace China’s Speed Advantage
Those companies that build their own supply chains will be able to move at the speed or faster than China. If you’re waiting for someone else’s supply chain, you’ve already lost. That's how @1x_tech under @BerntBornich is staying ahead of the...
By Peter H. Diamandis
Social•Mar 10, 2026
Google Dominates; Meta Loses but Fights FTC
more... v Google (search): 50 (victorious) v Google (app store): 37 (victorious) v Google (adtech): 33 (victorious) v Meta: 48 (lost but FTC also brought, appealing) ...and brought alleged Jedi Blue conspiracy btw: Google and Meta
By Jason Kint
Social•Mar 10, 2026
Suburban Chicago Letter Against Zoning Reform Reads Like Parody
I was originally going to dunk on this suburban Chicago letter to the editor opposing Illinois' state-level zoning reforms, but this must surely be parody, right? https://t.co/jdAAyhY21g
By Nolan Gray
Social•Mar 10, 2026
Jeff Shell Sued for Leaking UFC and WBD Details
Paramount’s Jeff Shell Accused in Lawsuit of Leaking UFC, WBD Info https://t.co/Rw9tcLGZOZ via @sportico @crupicrupicrupi
By Scott Soshnick
Social•Mar 10, 2026
Aztec Minerals Expands Drilling to 17,000 M, Stock Attractive
Another 4,500 meters gets added to @AztecMinerals drill program at Tombstone, the campaign now totaling 17,000 meters. A busy start to the year, this is a #gold stock that hasn't left the station yet, down from its Jan high and...
By Jeff Clark
Social•Mar 10, 2026
NASA, SpaceX Clash over Starship’s Manual‑control Landing Requirement
NASA and SpaceX fought over this issue with Dragon a decade ago. Now, Starship. “There is disagreement between NASA and SpaceX on whether the provider’s current proposed approach for landing meets the intent of the Agency’s manual control requirement." https://t.co/5QEjeehemw
By Eric Berger
Social•Mar 10, 2026
Data to Decisions: The Competitive Edge with SIOP
Data is everywhere. Turning it into decisions is the differentiator. Read Lisa’s article, contact LMA to learn more about how to strengthen data-to-decision with SIOP. https://t.co/MMXjHddjOg #Data #SIOP #SupplyChain
By Lisa Anderson
Social•Mar 10, 2026
Philo Relaunches $25 Plan After Price Backlash
In a recent video, I asked if Philo pushed it too far with its $33/month price. Now, the service has brought back a $25/month plan + free trial. The cheaper plan has no additional apps. Smart move. Here is my...
By Michael Timmermann
Social•Mar 10, 2026
5G Home Internet Uploads 4K Video in Two Minutes
A 5-minute long 4K video uploaded in 2 minutes over *5G home internet.* It's not fiber, but it can get the job done in the right circumstances. There can be different options for different people and that's OK. I...
By Michael Timmermann
Social•Mar 10, 2026
BanyanGold's Airstrip Yields More Ounces Within Same Footprint
More high-grade hits at @BanyanGold's Airstrip project, with some of them near the conceptual open-pit boundary. As JV puts it, "Translation: more ounces inside the same footprint." This @gold stock is still a Buy, here's why: https://t.co/V90U6UXN5C
By Jeff Clark
Social•Mar 10, 2026
US Risks Strait Closure, Pays Empty-Print Cost
- the US will not risk shutting the strait - US actions lead to strait being shut - the US cannot reopen the strait - the US Navy escorts ship through the strait - yes the US Navy escorted a ship through the strait...
By Brent Johnson
Social•Mar 10, 2026
Shipping Risks Draw Full House at CMA Conference
Full house at the CMA Shipowner conference for @loriannlarocco panel on shipping risks. Go visit @gCaptain for her latest articles 1/2 https://t.co/7frbqs68r7
By John Konrad
Social•Mar 10, 2026
Seeking Clarity on US Tanker Escort in Strait
I have so many questions: 1⃣ Was it into or out of the Strait? 2⃣ What tanker and nationality was it? 3⃣ How was the escort accomplished, warship, aircraft or a combination of both? 4⃣ What about the five US...
By Sal Mercogliano
Social•Mar 10, 2026
Cabral Gold Secures Licença Prévia, Stock Set for Re‑Rating
The Licença Prévia (LP) license for @Cabral_Gold's Cuiú Cuiú #gold district in Brazil has been received, a big deal and signals the train about to leave the station, with a re-rate incoming for the stock. Full details from JV, including...
By Jeff Clark
Social•Mar 10, 2026
Unverified Mine Rumors Force Shipowners to Demand Escorts
Shipowners at CMA tell me there’s evidence of MINES in the Strait of Hormuz. They admitted the rumor is unconfirmed. Problem is, from their perspective, it doesn’t matter. Perception is reality and the risk is too high. They won’t sail without...
By John Konrad
Social•Mar 10, 2026
Navy Escorts First Tanker; Soybeans Hold as Corn, Wheat Fall
U.S. Navy escorts its first tanker through the Strait of Hormuz. #corn & #wheat prices follow crude oil lower, but #soybeans hang onto modest gains on hopes we'll get final RVOs from EPA any day, with possible exports to China....
By Arlan Suderman
Social•Mar 10, 2026
Tesla's App Buying Eliminates Car‑sale Hassle
The last car we bought was a @Tesla Model Y. Painless purchase process. No salespeople, no showroom, no upsells, no games, no haggling, no pressure. Just a personal choice on my own time, and a simple few-minute process handled entirely...
By Jason Fried
Social•Mar 10, 2026
Frisco’s Growth Echoes Inland Empire’s Rapid Boom
When I was in Frisco, Texas a couple years ago I thought "Oh huh this is just like the Inland Empire, no wonder it's growing so fast."
By Conor Sen
Social•Mar 10, 2026
Pokopia Fuels Nintendo's Switch 2 Sales Surge
Can confirm Pokopia is a hit for Nintendo (& Koei Tecmo + Game Freak) Sold out at retail (retailers underestimated demand), record digital sales uptake, visible boost to Switch 2 hardware sales at retailers. Looks like the system seller they needed...
By Daniel Ahmad
Social•Mar 10, 2026
Missile Labels Are Nonsensical—Make Them Black Boxes
“Made in Dayton Ohio” Does anyone else realize how absolutely idiotic it is that we put labels on missiles? Or munitions of any kind? Or military equipment in general? That stuff should be a black box https://t.co/HpDe4ObdJt
By Bryan Beal
Social•Mar 10, 2026
Submarine Reactors Prove SMRs Work, but Cost Skyrockets
Great perspective on the argument that naval submarine nuclear reactors prove that SMRs can work. Turns out they are crazy expensive. (Though this probably exaggerates cost somewhat.)
By Ramez Naam
Social•Mar 10, 2026
Secretary Wright Retracts False Navy Escort Claim
Secretary Chris Wright seems to have deleted his tweeted claiming the U.S. Navy escorted a tanker through the Strait of Hormuz
By Mike Schuler
Social•Mar 10, 2026
Clean Coal: An Oxymoron as Absurd as Beneficial Cancer
Absolutely insane. “Clean coal” is like saying there’s such a thing as beneficial malignant stage 4 cancer.
By Renewable Energy Club (Jonathan Rasmusson)
Social•Mar 10, 2026
Oil and LNG Traffic Through Hormuz Appears Minimal
Doesn't seem like there's a lot of Oil/LNG moving through the Strait of Hormuz at all https://t.co/5QrGSihDEA
By Jack Farley
Social•Mar 10, 2026
Europe Should Follow Japan's ABWR Revival, Not SMRs
I guess it's good Europeans are embracing nuclear power again but if SMRs are what they're hanging their hat on, they're going to continue to lag behind. They'd be better off paying attention to what's going on in Japan right...
By Skanda Amarnath
Social•Mar 10, 2026
US Oil Slides Below $80 as War Risk Fades
US oil prices fall over -16% on the day and officially drop below $80/barrel. Geopolitical risk premiums are being rapidly priced-out. The oil market says the war is ending.
By Andrew W. Gilliland
Social•Mar 10, 2026
Supply Strength Keeps Oil Prices Low, Diminishing Hedge Demand
Oil market isn't going the way Iran hoped. Amazing what the Saudi/UAE pipelines can do, plus the (very clear) threat of SPR release. Plus, oil crisis are defined by price x duration. Without a feared long disruption, investors aren't chasing oil futures...
By Javier Blas
Social•Mar 10, 2026
Trump Denies US Strike; Evidence Points to American Tomahawk
When asked whether the US bombed an Iranian elementary school, Trump replied: “No. In my opinion and based on what I’ve seen, that was done by Iran.” But the NYT and other sources report that it was a U.S. Tomahawk strike. https://t.co/dyjpwhA9vS
By Steve Hanke
Social•Mar 10, 2026
Traditional Automakers Missed Autonomous Future; Nvidia Leads
The funny thing is that Volkswagen sponsored the Stanford University department and building where @waymo started. Yet didn't invest in building an autonomous vehicle itself. Just like all the other traditional automakers. It's like Eastman Kodak, which invented the digital camera,...
By Robert Scoble
Social•Mar 10, 2026
Controversial Figures Rehired Despite Past Allegations
My latest, on hiring Jeff Shell, John Lasseter and Max Landis… also Bari Weiss and a pair of young producers who are running a new genre label. They have credits on Weapons, Woman of the Hour and Friendship even though...
By Kim Masters
Social•Mar 10, 2026
Unverified Tanker Claim Lacks Details and Proof
Big IF True... "a large oil tanker went through 36 hours ago" but doesn't specify the tanker then says "Navy successfully escorted" but doesn't provide proof. #Hormuz #Iran https://t.co/WKay8jJ3hD
By Samantha LaDuc
Social•Mar 10, 2026
Brent's Record Volatility Mirrors War Uncertainty
Brent becomes extremely volatile amid confusion about war’s duration Brent futures traded in a record daily range of more than $35 per barrel on March 9, as traders reacted to conflicting signals about the closure of the Strait of Hormuz...
By John Kemp
Social•Mar 10, 2026
Clarifying: US Navy Warship or Aviation Escort in Hormuz?
Did the US Navy send a warship through the Strait of Hormuz? Or was this an aviation escort?
By John Konrad
Social•Mar 10, 2026
TALK Commands ~3× Revenue Multiple, Outpacing Digital Health
This is actually good news for health-tech. TALK’s takeout multiple of ~3.0x revenues actually represents a fairly healthy premium to the recent digital health average (recall ACCD was taken out at ~1x). https://t.co/4FyXzAiny4
By Christina Farr