iiinova — where your digital self keeps evolving

Brian Sullivan @briansully.bsky.social · 24/07/2025

Still have one unfinished book under 2017 deal with Tribeca Books but maybe this is additional money?

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Brian Sullivan @briansully.bsky.social · 28/06/2025

To lower prices we need more housing. Build build build. In NYC too.

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Reposted by Brian Sullivan

UAW @uaw.org · 02/02/2025

🧵 From UAW President Shawn Fain: “The UAW supports aggressive tariff action to protect American manufacturing jobs as a good first step to undoing decades of anti-worker trade policy. We do not support using factory workers as pawns in a fight over immigration or drug policy.

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Brian Sullivan @briansully.bsky.social · 03/02/2025

Oil & gasoline higher but not by much. Oil was higher 2 weeks ago and gasoline futures (RBOB) back to August levels. Keys will be: 1. length of tariffs 2. Canada's response 3. Location Midwest drivers could see price hike soon as most Canadian imports go to refineries there

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Brian Sullivan @briansully.bsky.social · 20/01/2025

From the @nytimes.com: the responses people gave when asked what they remember most about the Biden presidency

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Brian Sullivan @briansully.bsky.social · 19/01/2025

I'm watching power grids. So far, so good. Could have record demand in Mid-Atlantic so need all of everything. Guess is ~25% coal (sad, but true) Texas test is making sure everything keeps operating. There's enough capacity .. it just has to stay online. www.axios.com/2025/01/19/a...

axios.com

A rare southern snowstorm will take aim at parts of the Gulf Coast.

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Brian Sullivan @briansully.bsky.social · 15/01/2025

Thought to be related to cancer for 40+ years -- and banned in cosmetics since the 1990s -- the FDA gets around to banning a food additive. Red Dye #3 caused tumors in rats back in the 1980s. bit.ly/40B6k6N

bit.ly

FDA bans Red No. 3, artificial coloring used in beverages, candy and other foods

Evidence shows that the synthetic dye can cause cancer in lab animals.

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Brian Sullivan @briansully.bsky.social · 14/01/2025

Breaking from the Treasury: Budget deficit rose in December and is now 40% higher than it was a year ago

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Brian Sullivan @briansully.bsky.social · 09/01/2025

Resource --> You can look up real-time info on CA reservoir levels here: tinyurl.com/CA-Water-Lev... 15 of 17 are at or above historical averages, including all 4 in the LA basin region (Cachuma, Castaic, Diamond Valley & Casitas). Critical aspect is getting that water to where it needs to go.

tinyurl.com

Home Page

Working with other agencies and the public, our programs strategically manage California's water resources and systems. Our goal is to meet social, environmental, and economic objectives for long-term...

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Brian Sullivan @briansully.bsky.social · 09/01/2025

Whether that's fire management, undergrowth control, home insurance policies, infrastructure management (hydrants, etc) or a combination of all of the above ... let's just hope all this horrible damage and devastation isn't for naught

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Brian Sullivan @briansully.bsky.social · 09/01/2025

When we find the cause of these awful L.A. area fires -- and we likely will -- it needs to effect real change.

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Brian Sullivan @briansully.bsky.social · 08/01/2025

Bond yields spiking again on inflation fears. The last 2 times yields spiked, stocks sold off (though did come back, clearly!) Not happening this time ... maybe because Europe in far worse shape than we are?

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Brian Sullivan @briansully.bsky.social · 07/01/2025

Zuckerberg comes in red hot. Says free expression is key as bias is destroying trust in social media and it became too political. Whacks “fact checkers,” adds more community notes, and moves some moderation teams to Texas from California. Thoughts? www.instagram.com/reel/DEhf2uT...

instagram.com

Welcome back to Instagram. Sign in to check out what your friends, family & interests have been capturing & sharing around the world.

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Brian Sullivan @briansully.bsky.social · 06/01/2025

If your light and heat are working from North Carolina to Virginia to Ohio ... thank coal. Coal + nat gas + nuclear are 88% of your power generation mix this morning. It's not pretty and certainly not what we'd think would be the case in 2025, but that's our reality.

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Brian Sullivan @briansully.bsky.social · 03/01/2025

Will be busy cutting firewood this weekend. Maybe CNBC needs a Miami bureau?

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Brian Sullivan @briansully.bsky.social · 03/01/2025

US LNG stocks such as $LNG and $GTLS are benefitting from the surge in exports. Here's some of the discussion on the show today: tinyurl.com/2vjhpdpn We will have more tomorrow (Friday) with the always outspoken CEO of $EQT on the show. 2p ET tune in.

tinyurl.com

https://www.cnbc.com/video/2025/01/02/sustainable-developments-jonathan-maxwell-on-the-tailwinds-and-headwinds-for-global-energy-markets.html

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Brian Sullivan @briansully.bsky.social · 03/01/2025

What's clear is what we've been reporting on for nearly 4 years: American nat gas saves Europe by keeping the light and the heat on. Europe's natural gas & power prices are exponentially more than the U.S. They would be even higher without American LNG, which continues to flow into Europe every day.

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Brian Sullivan @briansully.bsky.social · 03/01/2025

Both sides are taking a financial hit and some countries in Europe are losing energy sources. No one wins. As such, it seems possible (or even plausible) that Ukraine and Russia end up striking some kind of deal to keep the gas flowing. Or not. Time will tell.

tinyurl.com

https://www.cnbc.com/video/2025/01/02/sustainable-developments-jonathan-maxwell-on-the-tailwinds-and-headwinds-for-global-energy-markets.html

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Brian Sullivan @briansully.bsky.social · 03/01/2025

US LNG to Europe's rescue, again! As we discussed on Power Lunch today, Ukraine has said "nyet" to Russian gas. This ends (at least for now) a deal to move gas between Russia and parts of Europe that has been in place since 1991.

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Brian Sullivan @briansully.bsky.social · 27/12/2024

Should we do a poll to see if we need a poll option for this fine platform?

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Brian Sullivan @briansully.bsky.social · 26/12/2024

A.I. is awesome but feels like laying fiber optic cable in 1996. It will be everything eventually ... but could leave wreckage in the near term. Yes or no?

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Brian Sullivan @briansully.bsky.social · 24/12/2024

Excited to join my colleagues at Power Lunch with my good friend Kelly Evans beginning Jan 2nd. @cnbc.com Thanks for the kind words @dancolarusso.bsky.social .. true team effort to build what we have over the years. Lots down over nearly 30 years .. more to come!

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Brian Sullivan @briansully.bsky.social · 21/12/2024

Good frosty Connecticut morning.

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Brian Sullivan @briansully.bsky.social · 19/12/2024

The biggest sell program in history hit stocks yesterday (per Jones Trading)

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Brian Sullivan @briansully.bsky.social · 18/12/2024

Fed uses the trebuchet 1/2% cut in September but 2 months later decides it needs the slingshot instead. Amazing

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Brian Sullivan @briansully.bsky.social · 13/12/2024

Where the Fed first cut rates by a startling 1/2% Bond yields have soared since as inflation stays pretty hot. #outoftouch?

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Brian Sullivan @briansully.bsky.social · 13/12/2024

Okay seriously what's the deal with these drones everyone apparently keeps seeing over NJ? From a widely read DC political newsletter this morning...

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Brian Sullivan @briansully.bsky.social · 09/12/2024

Citigroup says tax filings indicate the monthly 'household' jobs survey is overstated. Suggests Fed may have to act (lower rates) to counter a weaker than expected actual jobs situation Lines up with what we heard on our election road trip: job market is worse than what some data points may suggest

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Brian Sullivan @briansully.bsky.social · 08/12/2024

The group that pushed out al-Assad is labeled a terrorist organization by the U.S. and U.N. so it would be unwise to assume that pushing out one dictator for this group is some type of human rights upgrade.

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Brian Sullivan @briansully.bsky.social · 08/12/2024

Impact on oil: neutral (for now, unless Iran continues to be involved)

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Brian Sullivan @briansully.bsky.social · 08/12/2024

Unless the thinking comes directly from a few people close to the new rulers of Damascus, anyone who claims to know is just guessing. All we can even fractionally confident of is that 'Syria' as a nation-state is likely over. What comes next and how parts of the world react is critical.

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Brian Sullivan @briansully.bsky.social · 08/12/2024

Syrian dictator al-Assad is toppled as rebel troops take Damascus. al-Assad is a bad, bad guy and his exit (likely to Russia but we don't know) is welcome. But it's unclear what happens next for Syria or what the intentions are for the military regime that has "liberated" the city.

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Brian Sullivan @briansully.bsky.social · 05/12/2024

My take: the group-led by Saudi-will wait to see what happens with U.S. energy policy & China demand before making any significant moves with oil volumes Oil should stay range bound or go lower assuming no major output interruptions (broader Middle East war, Trump getting tough on Iran, etc)

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Brian Sullivan @briansully.bsky.social · 05/12/2024

OPEC and allies delay production increases another few months until March 2025. Next formal meeting planned for March 28, 2025. Let’s hope in-person as will have been 2 1/2 years since full media is back in Vienna. #oil #OOTT #OPEC

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Brian Sullivan @briansully.bsky.social · 04/12/2024

NJ DMV today to get something called Real ID (basically a new drivers license that's required to fly) Needed: drivers license Passport utility bill debit card All this even though I'm signed up for CLEAR & Precheck. Need a nap after that. Makes you wonder why the state needs all this data ..

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Brian Sullivan @briansully.bsky.social · 03/12/2024

More of your tax dollars are now going to paying interest on the national debt than Medicare or defense. Much of those interest payments are going to the already rich and/or other countries so at least there's that ... 😕 #sarcasm Random but interesting

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Brian Sullivan @briansully.bsky.social · 02/12/2024

I'm not saying insurance is a good or bad thing - that's an individual judgement - just simply adding that paying cash is not merely a savings from interest. As I've said in the past, being wealthy means not having to pay for something if you can avoid it and don't feel you need it.

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Brian Sullivan @briansully.bsky.social · 02/12/2024

Potentially critical factor for all-cash buyers of homes: no need for insurance. Sure, you can buy all the insurance you want but no one can force you. If you have a mortgage then the bank basically owns the home and forces you to have a certain % of coverage www.washingtonpost.com/business/int...

washingtonpost.com

All-cash buyers are still snapping up homes. See where they’re buying.

Nearly a third of home purchases last year were all cash. See where.

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Brian Sullivan @briansully.bsky.social · 02/12/2024

Intel CEO "retires" immediately Chrysler Jeep (Stellantis) CEO axed Record numbers of cash purchases for homes Record inflows for stocks .. new highs almost daily Heck of a time

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Brian Sullivan @briansully.bsky.social · 30/11/2024

Unless there’s a baby involved, never, ever trust anyone who doesn’t return the shopping cart. Danzig was correct.

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Brian Sullivan @briansully.bsky.social · 30/11/2024

Give the President a chance to respond. I hope we will get a chance to see and hear from the President over the next not-quite 2 months about a lot of this.

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Brian Sullivan @briansully.bsky.social · 30/11/2024

Apollo nails it as usual. Yes, the rate of inflation may be coming down but the cost of living is soaring. Electricity and car insurance are popping and not coming down anytime soon This is what many in mainstream missed about the story ahead of the election: *rate not same as the actual amount.

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Brian Sullivan @briansully.bsky.social · 28/11/2024

OPEC+ has moved its planned Dec 1st meeting to Dec. 5th and put the meeting online vs. in-person. Been 2 years since an in-person OPEC meeting in Vienna. Oil stuck around $70 as global demand grows slower than expected and U.S. output is over 13 million barrels per day. #oil #OOTT

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Brian Sullivan @briansully.bsky.social · 27/11/2024

Trying to convince ⁦‪@CNBC‬⁩ the beard a good look. Working on it. Lots to discuss with new Trump cabinet. Expect to be in DC a fair amount next few months. Happy almost Thanksgiving all. “See” you soon (eye joke).

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