
Most of the crude that ships out of the Strait of Hormuz is medium-to-heavy sour Western Canadian Select at Houston vs WTI, which reflects a clean light-heavy quality differential, had weakened (widened) on Venezuela reentering the USGC market—Hormuz closure entirely reversed it https://t.co/rrgoqeDAdm
We're now pretty sure this is a qanat, not an entry point for the UGF at Isfahan.
Bill Gortney would have had people killed if this slide ever left his command. What staff officer looked at this and hit "send"?
30 hours. Every week. Gone. A national electrical supplier was spending 30 hours a week manually planning their freight: dedicated drivers across 8 facilities, local carriers, third-party loads. After implementing EVOS Smarttools powered by BlueGrace Logistics, that same work takes one hour. In...
If you're trying to listen to Laura Delgado Lopez's webinar on Space Security in Latin America and couldn't get a link from the registration website, here's the YouTube link: https://t.co/umexorvqwx
Last fall the administration was talking about leucovorin as a potential treatment for large numbers of people with #autism. Today's approval suggests the evidence supports its use in a much smaller group of people, @rosebroderick_ reports. https://t.co/NlJR8KlaqP
Amazon Leo has urged the FCC to deny SpaceX's plan to build orbital data centers comprising up to 1 million satellites, arguing that it's 'wholly unrealistic' and would give SpaceX 'near-total control' of launch insertion orbits. @Light_Reading https://t.co/FjxmufLF9g

The Marshal Islands-bulker KSL Laiyang is running the Strait. She is broadcasting on AIS "China Owners & Crew". This is EXACTLY what we saw happen in the Red Sea against the Houthis. Expect to see more of this. https://t.co/LSCESnEDKI

It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...
trump may want to end the iran war quickly. but closing the strait of hormuz or even threatening it keeps oil high and the conflict alive. @gzeromedia
You didn't have to be a genius to look at the extreme backwardation in the Futures curve for crude oil to call the current price spike temporary, and overdone. #CrudeOil
U.S. Striking Iranian Navy Ships With Ballistic Missiles The use of ballistic missiles to hit adversary ships at long ranges is a preview of what is to come for the U.S. military. https://t.co/4nRoah8MWn

The average 30-year fixed mortgage rate today: 6.09% Same day last year: 6.72% -------------------- 10-year Treasury yield: 4.12% Spread today: 197 bps

A historic merger- I sat down with Paramount Skydance CEO David Ellison for an exclusive interview about his company’s acquisition of Warner Brothers Discovery. Check it all out on CNBC and cnbc.com
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3

U.S. existing home sales total 257,000 in February 2026 Since 2000, February has averaged 310,000 U.S. existing home sales Resale turnover remains constrained Table via @ResidentialClub Data via @nardotrealtor https://t.co/4g2dE9eSU5
In my recent @BakerInstitute article, “reframing autism,“ I debunk the nonsense around vaccines, Tylenol, and leucovorin https://t.co/pxLaDLInlf

Archer is “on track” to begin carrying passengers above select US cities later this year, as part of a government pilot program, and remains focused on “rapidly progressing” its plan to launch flights in the UAE — despite war-related uncertainty...
Fun fact: The first transatlantic internet cable is being pulled off the ocean floor right now. Almost no one knows it's happening. TAT-8 went live in 1988. First fiber-optic cable to connect Europe and the US. Isaac Asimov called it a "maiden voyage...
Perseverance had completed about 90 percent of its travels autonomously, as of its 1,312th Martian day since landing https://t.co/EpREqOS43q #AI
Three.js + WebGPU = a modern Flash games boom > Ships to 5B+ users, near-native GPU performance > No platform rake, app store, or custom runtime > Devs own their distribution + monetisation > AI can now vibe code the games for you The only...
"I'm hearing bankers say things like, '$100 million ARR, we could probably take that public.' I haven’t heard that in a while."

@shopify stopped being “just an ecommerce platform” a long time ago. For many merchants, it’s the system of record for their entire business. Payments. Inventory. Capital. Shipping. Marketing. Data. All connected. Commerce now happens everywhere. Online. In stores. On social. Through AI agents. What matters most...
A good DHL quote about AI from its Q4 earnings transcript: "I think for us, what's important we don't have the approach to think that putting a AI sauce source over everything creates great benefit." Tobias Meyer, CEO

If you are bullish crude on reescalation, this is the buy zone .. Equilibrium in CL1 should be 83/92 .. Single prints yesterday on trump comments in the 91/92 area. Below $75 (the first Sunday gap when the war started)...
BioNTech founders to step down and helm new mRNA startup https://t.co/yjvsVRQH2D by @Lilah_Alvarado $BNTX - 20%
Thank you to @IFP for publishing my piece investigating what role the CHIPS Act played in the manufacturing investment boom of the past few years. It wasn't all CHIPS-driven, but geographic & industrial cross-sections suggest a very substantial linkage: https://t.co/vseboy0GnV
‘Bachelor in Paradise’ Couple Serena Pitt and Joe Amabile Team With Alex Cooper’s Unwell Network for Video Podcast About Their Relationship (and Age Difference), Reality TV and Pop Culture, and More https://t.co/Xwsr104A0l via @variety

🚨🆕 I'm going on 📻 @Y100FM 𝐍𝐎𝐖 with @ScottNSports for 📺 #TVTuesday to preview 🎬🍿 the 98th Annual #AcademyAwards #Oscars on @ABCNetwork and @hulu hosted by @ConanOBrien 🎧 𝐋𝐈𝐒𝐓𝐄𝐍 𝐍𝐎𝐖 🔊 🗣“Play KUYY” or "Play Y100" 📱 💻 https://t.co/nlxHQ15c7o https://t.co/uUUzGc0YYF
This should surprise nobody considering how aloof and resistant the Pentagon has been to the drone threat for many years. Big Hubris is capabilities, look what it took to finally build a U.S. Shahed-136. The defensive side of the equation...
Xenon hits a ‘home run’ in epilepsy; FDA restarts review of Duchenne cell therapy https://t.co/l40xYeW2Xh $XENE $CAPR + 15% $REGN $PFE $ABBV $GSK #biotech
General Caine was asked about escorting and his comment was, "on the potential, if tasked to escort, we'll look at the range of options." 1⃣Has @CENTCOM @US5thFleet not have these options already planned out and war gamed? 2⃣So, there is...
Can it run inside your hospital? Taiwan’s debut pavilion at #HIMSS26 showcases AI built for integration, uptime & scale. Booth #6035. Mixer TODAY | 1:30 PM. Get the info: https://t.co/YmpW6r2H5Y #TaiwanExcellence #HITSM
Whalar Group Launches Lighthouse Studios to Build a TV-Like Schedule of Creator Content, Sets Joint Venture With Cole Bennett’s Lyrical Lemonade https://t.co/V4y1XtspOC via @variety
NEW: The Trump plan to take over LA's wildfire rebuild is over before it started. https://t.co/JBoXSiUqhh
The hard thing for markets is reading this while oil prices are falling — I think the question is whether markets correctly anticipate a reopening before it happens or whether it needs a big headline.
A big company sent over MSAs and red lines. Joel had no idea what he was reading. Instead of pretending, he partnered with people who'd scaled companies before. "Full ass the thing you're good at and get someone else for the rest."...

Some stats for seller concessions to buyers in the Sacramento region. Buyers are very picky about getting into contract AND staying in contract. Sellers, work with buyers. Make the transaction a win for them also. And if the market requires,...
$BBIO $ALNY moving higher on apparently good news re: Pfizer's tafamidis patent defense. If you have access to Umer Raffat's research, he has all the details.

Re-reading the excellent Energy A Human History by Richard Rhodes and I'm struck by how much has changed re: EVs since it was published in 2018. BYD just announced a 777km range battery that charges in 12 minutes. Car's fast...
"Our objectives...the same as day I gave my first briefing here on Operation Epic Fury...missile and their ability to make them, two destroy their navy, and three permeant deny Iran nuclear weapons, forever." @SecWar https://t.co/4T9ht30KJZ

Just joining the complex Apple Card ecosystem? It's smart to learn how to move your money around, including funding your Apple Cash. Here's a primer that explains how everything interrelates and how to maximize your rewards: https://t.co/ZPP9OBmIZw #applecard #applecash #banking...

The Supreme Court ruled IEPPA tariffs illegal on Feb 20. That's less than 3 weeks ago, but feels like eons. That's Trump 2.0. Nothing's ever stable. You have to wonder if we'll even remember war with Iran 3 weeks from...

In recent Rock Stock videos I’ve suggested the extremely negative US EV narrative is likely already “priced in” to #lithium equities — leaving room for an upside surprise. Today TD Cowen published a 60+ page note making a similar contrarian case....
David Ellison, the guy who wants to run two Hollywood studios, has some questionable hiring judgment. And it’s not just the MeToo men. Via @kimmasters ⬇️⬇️ https://t.co/MWzlUjRS9A
A Bengaluru man travelled from Delhi to Bengaluru by flight received his luggage bag in damaged condition. The airline offered him ₹500 as compensation. He complained to the airline about it, mainly regarding the trolley bag having a fragile tag. Despite having a...

Comparison of AI and primary care physicians for 100 patients in a prospective real-world assessment —The physicians outperformed AI [AIME] for practicality and cost-effectiveness —AI was comparable for diagnosis, management plan, appropriateness and safety @AdamRodmanMD @alan_karthi @PeterBrodeurMD @googledeepmind https://t.co/FNWYoHVkkw
Property Play: Ryan Serhant of Netflix's 'Owning Manhattan' is leaning hard into commercial real estate https://t.co/gAioTF8Hoz @RyanSerhant #realestate #realesatateinvesting
INDIA GAS SHORTAGE 🇮🇳 ⚠️ India invoked emergency powers to redirect LPG away from industrial users to households LNG supplies to petrochemical and power plants are being curbed The crisis in the Middle East is throttling India’s LPG and LNG supply https://t.co/ujn00XTSnf
After Viral Timothée Chalamet Town Hall, CNN and Variety to Partner Again on Oscars Red Carpet Pre-Show https://t.co/Wa14dUYbni