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Every morning
Weekly
Tuesday recap
eSentire announced the appointment of Tim O’Rourke as chief marketing officer. The veteran marketer will steer global branding, demand generation and customer engagement as the company scales its managed detection and response services. The move signals eSentire’s intent to sharpen its market position amid intensifying competition in cybersecurity.
Hexaview Technologies announced Kashi KS as its new Chief AI Officer and elevated the HexClaw open‑source agent framework as the core engine for AI services, a move aimed at accelerating outcomes for regulated fintech and wealth‑management firms.
A new CHRO survey shows 91% of chief human resources officers rank AI as their top priority, and a Conference Board report finds CHROs among the fastest‑growing executive pay categories, with median NEO compensation up 8% in 2024‑25. The twin...
Offshore hedge funds now account for roughly three‑quarters of the world’s offshore pool and have amassed between $1.4 trillion and $1.85 trillion of U.S. Treasury securities in the Cayman Islands. At the same time, China’s U.S. debt holdings have slipped to their...
Iranian Foreign Minister Abbas Araqchi told Kyodo News that Tehran will discuss safe passage through the Strait of Hormuz with Japan and any nation that has not attacked Iran. He emphasized the strait remains open for non‑enemy vessels, while it...
U.S. equity indexes slid 1‑2% on March 20, with the S&P 500 down 1.5% to 6,506.48, as Brent crude surged past $111 per barrel. The sell‑off was driven by a sharp oil price jump and heightened geopolitical risk from the...
Andrea Lacy, founder of Luv’s Brownies, was accepted into the Super Bowl LX Source Program, giving her dessert truck access to NFL event planners and high‑visibility catering gigs. The milestone underscores her 30‑year journey from the first internet‑only bakery to...
Facebook has rolled out new Meta AI–powered features on Marketplace. 📦 Sellers can now upload images and have Meta AI generate draft listings with recommended descriptions, as well as draft automatic replies to initial messages. These tools simplify the listing process,...
The author, a 26‑year hospitalist, argues that world leaders should emulate the way diverse medical teams collaborated during the COVID‑19 pandemic. He recounts personal friendships with physicians of varied ethnicities, religions, and sexual orientations who united around patient care despite...
Anthropic and Google are making them dance :) -> OpenAI aims to grow to about 8,000 employees by the end of 2026, from ~4,500 today, as it seeks to arrest Anthropic's momentum with business customers "The ChatGPT-maker is also ramping up...
Park Medi World Limited completed a ₹245 crore all‑cash acquisition of SVPD Healthcare, securing full ownership of the 360‑bed KP Institute of Medical Sciences (KPIMS) in Agra. The deal follows earlier purchases of KPS Wellness, bringing the group’s total hospital count...
Gulf oil producers are urging the United States to confront the Hormuz blockage directly, warning that temporary "oil‑on‑water" licences aid Iran while constraining regional exporters. They cite roughly 140 million barrels of Iranian crude stranded at sea and argue that without...
Oh boy, what could go wrong? "With these new capabilities, websites could be almost entirely created and run via AI agents controlled by humans." -> https://t.co/XIx37k7Nu2 says it will now allow AI agents to draft, edit, and publish content on...
In November, my little writing business crossed $20,000,000 in lifetime sales. It took us over 5 years to reach this milestone. But we could have gotten here a whole lot faster with everything we know now. Here are 12 of the biggest lessons...
The United States has deployed Marine forces to the Strait of Hormuz, escalating tensions with Iran and signaling a broader strategic shift. The narrow waterway, vital for global oil shipments, now faces heightened militarization that could disrupt worldwide energy markets....
I’ve ran over 100 pilots (trials) in my 4.5 years at Gong. With a win rate of over 90%. 4 biggest lessons. 1. 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞 𝐀𝐥𝐢𝐠𝐧𝐦𝐞𝐧𝐭 Never begin a pilot without executive alignment. Ideally, the economic buyer has already been engaged through demos / the...
Depressing but important analysis from the @TheEconomist: The Iran war in a nutshell: America can’t reopen Hormuz, Iran can’t stop the airstrikes, & every escalation option is bad, explaining why there’s no clear path to a durable political solution —...
The escalation of hostilities between the U.S. and Iran has disrupted oil supplies, prompting a reassessment of U.S. interest‑rate expectations. Market participants now price a modest probability of a Fed rate hike, pushing the MOVE index higher and widening rate‑volatility...
Whereas the Iran war shock has barely budged inflation expectations and no more than mildly jolted expectations of monetary policy in the US, the same shock has completely transformed the outlook for many other central banks. More charts, graphs, and...
New opportunities on my Substack this week: 💻 Rough Guides is looking for a Junior Travel Editor, maternity cover for 6 months 💻 Matador Network wants to collaborate with micro influencers (20k followers or less) on paid social content 💻 Real Simple is...
Fortress Investment Group is preparing to sell Majestic Wine, the UK’s largest specialist wine retailer, which it acquired in 2019 for £95 million. Rothschild will manage the sales process, with a formal auction expected early next year and no price guidance...
Creating content without AI is hard to do. And, it should be. When you ask a human for their opinion, their experiences, and things that help you trust them - those aren't easy things to answer. AI can't do that....
Nick Bloom and Steve Davis and your amazing colleagues - thank you for your research on WFH and humane shifts in work schedules that revealed the benefits of such shifts. Here is a new paper I have been following the...
The author recounts how a $5 lottery ticket highlighted the gamble inherent in traditional venture capital financing. After narrowly avoiding bankruptcy, his company grew from $5 million to $100 million, and later he scaled Sinch to $3 billion in revenue, only to experience...
What most people get wrong about organizational politics and the security program. Creating and running an enterprise wide security program requires you to navigate, and benefit from, organization politics. This takes influencing skill and executive presence. These aren’t simply innate skills....
Organizational politics are an inevitable part of security program success, not merely a negative force. The author shares a personal CISO case where board‑approved mandates failed without division funding, highlighting the need to map decision‑making flows and build influence. He...
Flipkart announced that Group CFO Sriram Venkataraman will step down after a decade, remaining temporarily to aid transition. Marketplace CFO Ravi Iyer will assume interim oversight of the finance function. The change aligns with Flipkart’s accelerated preparations for a domestic...
The article argues that true cultural integration of organizational values requires more than signage—it demands embedding those values into performance management. By translating abstract principles into observable behaviors and scoring them in reviews, companies align daily actions with stated ideals....
Anthropic’s team, from the inside-out view. 1 person + Claude = full team output The top people already work like this – they manage the whole department’s effort through Claude, instead of managing the department to produce the effort.
Here’s the thing: wars have budget costs, and they have economic costs. The first shows up in government accounts. The second shows up as less national income. Spread across households, that’s roughly $2,000 to $5,000 per family. https://t.co/yrD2nUbrzW
The author revisits the prevailing belief that the 21st century will be dominated by China, drawing parallels to the 1980s hype around Japan. While most Western observers still view China as an unstoppable economic and geopolitical force, the writer now...
New jobs just dropped. Social media, marketing, media buying, and more roles across Canada are hiring right now. If you’ve been waiting for a sign to apply, this is it. Browse the full list now. https://t.co/hswAhZliaW
So now @UANI and @FDD are strongly in favour of lifting sanctions on Iranian oil sales without conditionality
United Airlines CEO Scott Kirby announced an aggressive growth plan despite oil prices climbing toward $175 per barrel, committing to take delivery of about 120 new aircraft this year and expanding hub infrastructure, especially at Newark. United’s cash reserves are...
Norway’s central bank will boost transparency of its monetary policy decisions from next week, expediting the plan after a year of close scrutiny into the credibility of its communications https://t.co/CJDFluoCJ1 via @ottummelas https://t.co/pdSQh8A1U6
Four weeks ago I was a keynote speaker at Princeton's Annual JRCPPF Conference. The topic this year was "Debt, Deficits & Global Imbalances". For those who might be interested (and there were some brilliant presentations), this video provides the links. https://t.co/BhKUkeJVQb
David Taylor, newly appointed CEO of Kew Green Hotels, unveiled a five‑year growth strategy centered on team alignment and a performance‑based framework. He highlighted recent cost‑saving measures, including long‑term energy contracts locked in through 2027, and pledged to visit every hotel...
I've spent THOUSANDS of hours in Ahrefs and Google Search Console doing keyword research and SEO audits Within 5 minutes of connecting Claude Code to the Ahrefs API and Google Search Console service account, it found a bunch of new opportunities...
#TurkeyWatch 🇹🇷: Foreign Minister Hakan Fidan said Israel is the “primary cause” of wars in the Middle East. He said that Israel is pushing the region into an “unprecedented crisis”. https://t.co/MO46l8Agto
Apollo.io announced the acquisition of revenue‑intelligence startup Pocus, marking its first major deal under new CEO Matt Curl. The move adds a behavioral‑signal layer to Apollo’s outbound platform as the company approaches $200 million in annual recurring revenue.
This @ProSyn column by @baselinescene is a must-read. Before he won the Nobel for economics in 2024, Simon was deeply involved in design and execution of the G7 price cap on Russia. Few other voices carry as much authority now...
As Dave Walker, former Comptroller General of the US, and I wrote in @FortuneMagazine, Washington rejected a Swiss-style “debt brake” earlier this week. NO DEBT BRAKE = FISCAL INSANITY. https://t.co/Tw28jA4nUE
Apollo.io announced the acquisition of revenue‑intelligence startup Pocus, a move that comes as the San Francisco‑based platform approaches $200 million in annual recurring revenue. The deal adds a signal‑processing layer that prioritises accounts, sharpening Apollo’s push into enterprise‑level go‑to‑market execution.
New weekly commentary here: https://t.co/V6x7cI6LT8 War and market speculation of the policy response ripples through the capital markets. Central paradox: Markets seem optimistic about duration of war but sees many central banks being extremely aggressive. https://t.co/xpvqmxf8k7
Ironically by being explicit about what United won't do, Kirby is being explicit about United will do should conditions deteriorate beyond his current expectations. I share this because, unknowingly, he has set the stage for feelings of intense betrayal.
Goehring & Rozencwajg's oil super-cycle has have been wrong for a decade The argument is disconnected from a debt-saturated, low-growth, war-fractured world Scarcity can spike price But it can also crush demand, trigger recession, & kill the bull case https://t.co/fOpvyVFTKH #Oil #OilMarkets #Energy #Macro #Recession...
The Chinese Century is now the conventional wisdom. Previous narratives of China's peak and decline proved premature. But I see some definite signs that China is growing weaker, and only a few people seem to be paying attention. https://t.co/PUBIvyJcaw
Despite the headlines, global container trade volumes are largely unaffected by the Iran War (CNY is the reason that China and Vietnam are down MoM). https://t.co/YplrKgSLTc
PCE, CPI & PPI were running hot even before the Iran war’s oil shock, writes @JohnFMauldin @DavidBahnsen says Feb jobs data was “surprisingly bad” Mauldin sees the familiar muddle-through story with AI capex, services & manufacturing I see an "unsurprisingly bad" macro https://t.co/EGIOgUMGxc #Inflation...
#VisionPaper The CHRO’s mandate has changed: Time to lead the AI revolution https://t.co/2cjuLraElJ #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
