Independent thinking for complex markets and current events
Ackman views $MSFT as having an “impossible to disrupt” position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even at twice the price. Microsoft Copilot …
Jet fuel shortage are about to disrupt summer travel and even flights cancellation across EU and Asia byu/hsg8 inEconomyCharts This will affect you even is you don’t travel. A lot of cargo goes by plane as well. Obviously a lot has to be cut now. The alternative is ships, but even shipping is fucked up …
Baghdad (IraqiNews.com) — Maersk announced on Wednesday that it is temporarily suspending most cargo reservations in and out of Iraq as security worries mount throughout the Gulf. The business said that the ban applies to shipments involving many regional nations, including the UAE, Oman, Kuwait, Qatar, Bahrain, and Saudi Arabia. https://www.iraqinews.com/iraq/maersk-suspends-iraq-cargo-bookings-amid-regional-security-concerns/ *Walter Bloomberg @DeItaone IRAN …
SungHoon Lee, IQ 276 @sungleeiq Nobody is telling you how FUCKED the internet situation actually is right now. IRAN just got BOMBED. AGAIN. They are going to hit back. And the most devastating thing they can hit is NOT a military base. It is 5 FIBER OPTIC CABLES sitting on the ocean floor. Those cables …
NASA has issued an alert as a powerful solar flare threatens to disrupt electrical power grids on Earth. The US space agency announced yesterday that the intense bursts of energy are classified as X-class, the most severe category, following eruptions from the Sun on November 30. Images of the event were captured by NASA’s Solar …
New Zealand: Maori MPs disrupt parliament with haka The haka is cringe and I’m tired of pretending it’s not. https://t.co/sxCNryqd8l — Big Serge ☦️🇺🇸🇷🇺 (@witte_sergei) November 14, 2024 https://www.independent.co.uk/tv/news/new-zealand-parliament-haka-protest-maori-mps-b2647062.html
State and local election officials from across the country on Wednesday warned that problems with the nation’s mail delivery system threaten to disenfranchise voters in the upcoming presidential election, telling the head of the U.S. Postal Service that it hasn’t fixed persistent deficiencies. In an alarming letter, the officials said that over the past year, …
by Ed Driscoll JULIE BURCHILL: These posh eco-loons need to check their privilege. [Cressida] Gethin is a 22-year-old music student who, among other things, clambered on to a gantry over the M25 in 2022. In doing so, she ruined the trips of 4,000 airline passengers. Whether swinging from gantries or attempting to destroy great art, these young people have the …
Russian crude shipments take a hit from storms and a drone strike, reaching a two-month low. Adverse weather and geopolitical events impact exports. Russian crude shipments hit by storms and Baltic drone strike Russia’s seaborne crude shipments fell to the lowest in almost two months, undermined by adverse weather and a Ukrainian drone strike that …
by Michael Do you remember the supply chain problems that we experienced during the darkest days of the COVID pandemic? Well, now we are being warned that the crisis in the Red Sea could actually disrupt global supply chains to an even greater degree. Needless to say, this comes at a really bad time because …
Multiple LNG vessels stranded in Persian Gulf after air strikes on Houthi rebels Qatar appears to have paused sending LNG tankers through the Bab el-Mandeb Strait after the air strikes raised regional risks. Multiple liquefied natural gas tankers were held up over the weekend… — Tracy Shuchart (𝒞𝒽𝒾 ) (@chigrl) January 15, 2024
https://www.npr.org/2023/10/04/1203685361/biden-says-hes-worried-about-ukraine-aid-he-plans-to-give-a-major-address-about- Dem Sen. Bennet: I’ll ‘Definitely’ Shut Down Government if We Don’t Have Ukraine Money On Wednesday’s broadcast of MSNBC’s “Katy Tur Reports,” Sen. Michael Bennet (D-CO) said that he is “definitely” willing to shut down the government if a bill to keep it open doesn’t include Ukraine funding. Host Katy Tur asked, “Are you ready …
On Saturday, LGBTQ organizations staged a Pride festival in Tbilisi, the capital of Georgia. It was canceled after police failed to stop protesters from disrupting the event. The US Embassy in Georgia condemned the "violence and attacks on Tbilisi Pride," while CNN identified… pic.twitter.com/ZxeiYe6OHm — Ian Miles Cheong (@ianmiles) July 9, 2023 Contender for the …