JPMorgan’s head of global market intelligence warned that the Iran war could push the S&P 500 down about 10%, citing oil prices breaching $120 a barrel and heightened inflation risk. The bank’s outlook marks a sharp reversal from earlier estimates of a modest 5‑6% drawdown and a buy‑the‑dip stance. Rising tensions in the Strait of Hormuz threaten to choke roughly 20% of global oil flow, amplifying stagflation concerns. Wall Street’s previously relaxed reaction now appears under‑priced according to JPMorgan’s latest note.
My chat with @SoumayaKeynes about oil on the @FT podcast. When we did this on Thursday, Brent was $83 and there was lots of humming and hawing if they can go higher. We discussed the shutdown of the Strait of...

Episode 57 of the Special Situations Report podcast discusses four headline stories. Salesforce announced a $50 billion stock buyback, the largest ever for the company. The show also covers a bidding war for Reservoir Media, insider sales at Warner Bros. Discovery, and Elliott...
X/twitter is about individual expression and has the most sophisticated community — I don’t think they default to clicking on ads (or being influenced by ads) like the drones on FB or instagram Endorsements of products might work better… ie...
Oil prices surged past $100 a barrel after the Iran‑related conflict disrupted the Strait of Hormuz, sending crude to near $120 in a single day. In response, the UK’s AA and RAC urged motorists to skip non‑essential trips and adopt...
Costco reported that personalized product recommendation carousels generated more than $470 million in e‑commerce sales during Q2 2026. The retailer also saw U.S. comparable store sales rise 5.9% year‑over‑year and net sales climb 9.1% to $68.2 billion, while membership grew 4.8% to 82.1 million...
New agent technology dropping at a consistent pace… Notion, Google and Microsoft all dropped respectable agents in the same week. I’m going to stay in the minority of users and focus on making the cross-platform, open source project @openclaw work OC...

General partner (GP) stakes have become a sizable asset class, yet investors struggle to find timely exits because traditional secondary markets lack depth. GP‑led continuation vehicles (CVs) are emerging as a structured solution, allowing sponsors to roll assets into a...

Affiliate marketers face a new attribution crisis as AI‑driven search engines like ChatGPT and Gemini deliver product recommendations without passing traditional click data. A recent webinar with Lee‑Ann Johnstone, Alex Springer and Leanna Klyne introduced Open Attribution, an open‑standard framework...
A new McLean & Co. report finds employees who expect fair pay for exceeding performance are 2.7 times more likely to be engaged, underscoring the strategic value of pay‑for‑performance systems. However, many firms still struggle to design and implement such compensation...
Employers increasingly label positions as “entry level” while demanding three or more years of experience, a trend highlighted by SHRM’s finding that 61% of such postings exceed true entry‑level criteria. This mismatch discourages recent graduates, creates confusion, and narrows talent...
Gartner’s latest analysis warns that HR must shift AI‑adoption responsibility to managers, who are already experimenting with the technology at higher rates than rank‑and‑file employees. While nearly 50% of managers reported AI trials, only 26% of employees did, and 14%...
India’s securities regulator SEBI has created a high‑level expert working group to draft both short‑term and long‑term technology roadmaps for the market ecosystem. The group will address growing trading volumes, digital participation, and operational complexity, while SEBI simultaneously rolls out...

Saks Global announced on March 6, 2026 that it will close 15 additional retail locations—12 Saks Fifth Avenue stores and three Neiman Marcus stores—across 12 states as part of its Chapter 11 restructuring. Closing sales begin March 13, 2026, and the list...

Alphabet has granted CEO Sundar Pichai a three‑year equity package that could total up to $692 million if all performance targets are met. His base salary remains a flat $2 million per year, with no cash bonus, while the bulk of the...
Primark appointed Eoin Tonge as permanent CEO after a year as interim, signaling a stable leadership transition. The retailer is accelerating U.S. expansion, celebrating a decade of presence and planning a flagship Herald Square store in Manhattan. Internationally, Primark opened...

Prediction‑market platform Kalshi saw recession odds climb above 34% on Monday, the highest level since November, after U.S. crude oil breached the $100 per barrel threshold. The surge in oil prices follows recent Middle‑Eastern output cuts and the closure of...

Re: Prasad, from this morning's @statnews Readout newsletter: FDA Commissioner Marty Makary is in Miami this week speaking to health care investors attending a slew of broker conferences, noted Mizuho health care strategist Jared Holz. That should make for some...
Health insurance waiting periods leave new employees uninsured during the critical onboarding window, creating financial exposure and eroding trust. The article outlines how modern talent markets now evaluate benefits timing alongside salary, making Day‑1 coverage a decisive factor in candidate...
Max Hodak (@maxhodak_) is the co-founder of Neuralink and founder of @ScienceCorp_, a company building brain-computer interfaces that can restore sight. Science has developed a tiny retinal implant that stimulates cells in the eye to help blind patients see again. More...
Gen Z hiring in UK construction and trade roles jumped 16.8 % year‑on‑year, reflecting a shift toward perceived AI‑proof blue‑collar jobs. Across the broader workforce, professionals are adopting AI fluency as career insurance, aiming for roles that design, manage, or direct...

ProbablyMonsters announced a major expansion of its executive team, adding Jonathan Lander as Chief Publishing Officer and David Reid as Chief Marketing Officer while promoting Mark Subotnick to Chief Product Officer. The new C‑suite structure aligns publishing, marketing, and product...

The article argues that more than half of buying decisions are driven by emotion, not logic. Marketers should shift from listing product features to illustrating how the offering transforms a customer’s life. By framing features as benefits—using “so you can…”...

Cornell psychologist Shane Littrell introduced the Corporate Bull‑shit Receptivity Scale (CBRS) to measure how much employees enjoy corporate jargon. The study found that high appreciation for buzzword‑laden language correlates with lower analytic thinking and poorer decision‑making. Littrell identified common contexts...

Intero Digital has launched a strategic guide that helps brands audit and improve their visibility in generative AI search platforms such as ChatGPT, Gemini, Perplexity and Copilot. The guide introduces a Generative Engine Optimization (GEO) footprint framework, detailing how often...
As a B2B marketer, have you ever hit campaign fatigue? That moment when performance keeps dipping, you’ve tried everything, and nothing seems to work. It happens to the best of us, especially if we lean on the same channels over...

We will of course need careful empirical analysis to be sure, but this is a very strong and telling break in the time series. https://t.co/r6avYSPdM6

The construction sector shed 11,000 jobs in February, according to ABC’s analysis of BLS data. Despite the monthly decline, employment is up 42,000 jobs year‑over‑year, a modest 0.5% gain. Nonresidential construction fell 3,800 positions, driven by a 6,500‑job loss in...

In the last two trading days, the Brazilian Real has outperformed every other EM currency. This parallels price action after Russia invaded Ukraine. The same terms of trade shock that took $/BRL to 4.50 then is happening again now. Prime...
Taiwan’s premier made a personal trip to Japan and appeared in public to watch the island’s baseball team in action, a rare visit that risks deteriorating Tokyo’s ties with China further https://t.co/CqBObJKdDb
U.S. Customs and Border Protection announced it will create a refund process for Trump‑era tariffs invalidated by the Supreme Court, aiming to launch within 45 days. The agency has not yet detailed how importers will file refunds in the Automated...
He planned to go full-time in 2020. COVID happened. He kept his job. Didn't quit until $500K ARR. "I've got family that relies on this." Joel Griffith bootstrapped Browserless to nearly $4M ARR with under 10 people. https://t.co/eAgxCVuXB4
Evaluate all your funding options carefully. 👀 Venture capital isn't the only path to success. Many successful businesses have thrived by bootstrapping and maintaining control over their vision and operations. And this is coming from a VC!
The author reflects on Women’s History Month, emphasizing that true progress requires women in leadership roles across sectors such as health, technology, and public policy. She highlights recent initiatives—including a health‑IT women’s summit, mentorship with Girls Inc., and support for...

“Poorly operating businesses like to keep un-useable inventory in stock because they need the asset to justify their bank line of credit. If this describes your case... your business will have a hard time selling because... you’re likely insolvent.” –12...
If the war ended today with Iran's complete and total surrender, Strait of Hormuz shipping traffic would take two weeks to return to normal and Gulf oil production two months to get back to pre-war levels. And that's optimistic. https://t.co/o3CKt61EZn

In this episode, Ropes & Gray attorneys discuss a wave of new ERISA class actions targeting voluntary benefit plans such as accident, critical illness, and hospital indemnity insurance. The plaintiffs argue that employers and their brokers have breached fiduciary duties...

#TurkeyWatch🇹🇷: Before the U.S.-Israeli attack on Iran, the economic performance of the Kingdom of Saudi Arabia and Iran were virtually identical. The only economy in the region that boomed was Turkey. A GRAPH IS WORTH A THOUSAND WORDS. https://t.co/1l6xvZVSll
Some weekly inputs are coming into our nowcast-model today, and it looks pretty painful to be honest. Especially in growth terms. The shipping/trucking/export/import volumes look bad. Really bad. So this is starting to impact the economy (already)..

Pet insurance is shifting from an optional perk to a core employee benefit. Millennials and Gen Z view pets as family members and are demanding coverage directly. Employers recognize that pet insurance bolsters financial wellness and talent retention, while administration fits...

The Last Word on February 2026: A roundup of #digitalmarketing and #emailmarketing articles, posts, and social buzz you might have missed last month… https://t.co/R7ABOWoDIi https://t.co/hTXFy4YjBY
Business Insider released pitch decks from 16 social and dating startups that have raised from pre‑seed to Series A, collectively securing over $150 million. The companies span IRL event platforms, AI‑driven matchmaking, professional networking, and social‑shopping, with notable rounds such as $22 million...
Learn more about the future of marketing as AI visibility to eligibility transforms how decisions are made in advertising and beyond. https://t.co/8pkrAjZI1x via @purnavirji, @sejournal

MariaDB Corp initially announced that Galera clustering libraries would be removed from future Community Server releases, sparking immediate backlash from developers and users who rely on high‑availability features. After intense community pressure, the company reversed course, confirming that Galera will...

A new AccountsIQ CFO Mindset report shows that 64% of finance leaders in the UK and Ireland regularly work evenings or weekends because their finance systems are inefficient. The survey of 1,000 senior finance professionals links poor software to unpaid...

The article examines the Union Pacific‑Norfolk Southern merger, describing it as a 1,550‑pound “gorilla” that will dominate U.S. rail markets. It estimates that 25% of 2 million truckloads—about 500,000 units—could shift to rail over 7‑10 years if rates justify the switch,...

AvSales Talent and Texarkana College have launched the first credentialed training program for business aviation sales professionals, a six‑week Aviation Professional Sales Certificate beginning March 23. The curriculum covers high‑net‑worth client psychology, consultative sales methods, deal structuring and aviation fundamentals, delivered...
Advertising agency Horizon Media has begun piloting an AI solution jointly developed by marketing‑intelligence firm Sightly and AI‑research company Vurvey Labs. The platform merges Vurvey’s real‑time human sentiment model with Sightly’s cultural and contextual media data, allowing agencies to spot...

Josh Payne, a former Australian coal miner, founded Nscale, a data‑center firm that now powers AI workloads for Microsoft, OpenAI and ByteDance. Leveraging his background in renewable energy and crypto mining, Nscale secured critical electricity and semiconductor supply chains just...

British culture minister Lisa Nandy announced a review of Axel Springer’s £575 million purchase of the Telegraph Media Group under the UK’s public‑interest and foreign‑state‑influence media‑mergers regime. The EU is set to sign defence partnerships with Australia, Iceland and Ghana, while France...