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Tuesday recap
Mapfre announced an upgraded Strategic Plan for 2026, raising its return on equity target to above 13% and aiming for a combined ratio between 93% and 94%. The insurer posted a record 2025 year, with net earnings surpassing €1 billion and gross profit exceeding €2.4 billion, prompting the largest ever cash dividend of €0.18 per share (€554 million). The board also approved a new global brand identity and accelerated digital initiatives, including the REEF platform and an AI Center that delivered 150 use cases, a third of them generative AI. Board directors Huertas, Perales and Santamaría were re‑elected.
"For the last three years, the best growth strategy in AI has been to just lie." @synthesiaio co-founder @victorriparbelli calls it "the biggest fog of war in AI right now." "Just make a video of a product demo that's what you want...
Beehiiv rolled out On-Demand Ads, a new feature in its Ad Network. It lets creators access sponsorship opportunities instantly through a marketplace and insert ad slots directly in newsletters, monetizing based on CPM and CPC performance. On-Demand Ads come months...
The escalating Iran crisis is driving sharp, hourly swings in oil prices, with Brent crude moving nearly $30 in a single day. While the broader equity markets have remained relatively calm, European stocks are under pressure compared with resilient US...
It’s getting a little cliche over here to say but… Megafunds are riding high. If any week was proof of that, it was this one. First, TechCrunch reported Monday on Founders Fund’s rumored $6 billion growth fund that’s in the works. The same day,...
January was another hot month for PCE inflation (we're getting these data two weeks later than usual due to shutdown). Annual rates for core PCE: 4.5% 3.7% 3.1% 3.1%
Simulmedia announced two senior hires to boost its commercial and product capabilities. Justin Nesci, formerly iHeartMedia’s EVP of Advanced Audio and Data Revenue, joins as chief commercial officer to steer global sales, marketing and brand partnerships. Adam Gaynor, with a track record...
Scarpa announced Jonathan Degenhardt will assume the role of CEO of its North American subsidiary in mid‑April, succeeding Kim Miller who will retire early next year. Degenhardt returns after a decade leading Deuter USA and Ortovox USA, and previously helped...
Parineeta Cecil Lakra, after more than 11 years at IKEA India, has been appointed vice‑president and HR leader of Albertsons Companies India. Her career spans senior roles at Carrefour, Genpact and Standard Chartered, giving her deep expertise in talent transformation....
Antler appoints long‑time managing director Kirsty Glenne as chief executive, steering the historic British travel brand into a House of Brands structure that includes US luxury luggage label Paravel and Australian travel brand Nere. Glenne’s tenure has already driven revenue...
Wealth Professional’s March spotlight turns to global markets as Canadian advisors note a renewed appetite for international allocations. Since early 2024, global equities have outperformed key U.S. indices, ending a 12‑year period of lag. Tyler Mordy of Forstrong Global explains...
The ongoing Iran war is creating hidden infrastructure risks that could ripple through the global technology supply chain. Gartner analyst Cori Masters identifies seven disruption pathways, from data‑center workload relocations to delayed semiconductor fab equipment deliveries. Rising petrochemical‑based material costs...
At Outreach we accidentally ran what might be the world's best sales experiment. We had 50-70 SMB/Mid-Market reps. Half were remote, half were in Seattle. The in-person reps won. It wasn’t even close. You can’t replicate the energy of being in the...
Rather than blame business for price gouging perhaps the government would be better served at looking at its own policies around fuel duty, where the Treasury takes more than 50% of the pump price. Perhaps a temporary cut to...
A new study introduces an "intangible intensity" metric that gauges how much corporate language in 10‑K filings focuses on knowledge, customer, and organization capital. By applying large‑language‑model text analysis to over 10,000 public firms from 2002‑2023, the researchers link higher...
On one hand, Trump laid out the 21st Century Manhattan project with the Genesis Plan, promising to lead the world in AI- an objectively good thing for America. @DavidSacks On the other hand, he goes into Iran cutting off oil...
At ITB Berlin, Paathz CEO Ayush Soota argued that hospitality’s perceived labour shortage is actually a visibility problem caused by fragmented recruitment systems. He explained that talent exists but is scattered across platforms, many frontline workers lack LinkedIn profiles, and...
U.S. sanctions on Venezuela's oil sector are intensifying, combining aggressive enforcement such as tanker seizures with narrowly‑tailored licenses for limited oil and diluent exports. The heightened scrutiny is affecting ocean transportation, with regulators, insurers, and lenders examining vessel movements, charter...
Business Insider interviewed 12 founders aged 25 or younger who have raised multi‑million‑dollar rounds in the AI boom. The founders, ranging from high‑school dropouts to college students, secured seed to Series A funding from $1.6 million to $22 million using concise pitch decks....
President Donald Trump announced that the United States will intensify attacks on Iran for the next week, following a partial 30‑day waiver for Russian oil purchases aimed at easing soaring fuel prices. The statement came as Brent crude hovered around...
Buffer ETFs, a $80 billion defined‑outcome fund category, are emerging as a bond alternative amid volatile markets and rising Treasury yields. The largest vehicle, FT Vest Laddered Buffer ETF, fell only 1.4% in March versus a 2.7% drop in the S&P 500,...
Jackson Healthcare president Shane Jackson was named to the 2026 Staffing 100 North America list, marking his ninth consecutive appearance. During his tenure, the company added a dozen acquisitions, broadened its portfolio to include executive search, allied health, nursing, surgical services...
Harvard has appointed distinguished astrochemist Karin Öberg as senior vice provost for faculty, effective July 1. In this university‑wide role she will oversee faculty recruitment, retention, appointments, and work‑life initiatives across all schools. Öberg succeeds Judith D. Singer, who retires...
Japanese game publisher Sega Sammy announced a broadening of its transmedia strategy, turning its flagship franchises into multi‑platform entertainment brands that span games, films, merchandise and live experiences. The plan places mobile and live‑service titles at the forefront, highlighted by...
Howard Community College President Daria J. Willis announced Cheryl Balchunas as the new Executive Director of the HCC Educational Foundation, effective March 23, succeeding long‑time leader Anne Johnson. Balchunas brings more than two decades of fundraising experience, having secured over...
North Shore Railroad (NSHR) will be honored with the 2026 Veterans Engagement Award by the American Short Line and Regional Railroad Association at its upcoming conference in Minneapolis. The award recognizes NSHR’s extensive veteran recruitment, retention and community initiatives, including...
Barclays economists now expect the Federal Reserve’s first rate cut in September 2024, pushing the next reduction to March 2027. This postpones the earlier June and September 2024 cuts the bank had forecast. Market pricing has collapsed to just 22.5...
There is a holding company acquiring technology services businesses. Since its founding in 2017, it has completed more than 150 acquisitions. Its highest annual acquisition volume has been as many as 47 companies in a single year. Today, the company generates $1.5...
Iran war reignites debate over U.S. oil exports, which have surged after Congress + Obama lifted a ban in 2015. https://t.co/xCz2d8WdQ1 via @axios https://t.co/kHinCgc4Z7
South Africa's communications minister Solly Malatsi called premature the rescue practitioners' intent to file for liquidation of the state‑owned Post Office. The practitioners argue that without a R3.8 billion funding tranche, the rescue plan cannot succeed, and the company has been...
Oil prices aren't expected to fall anytime soon. Futures markets suggest oil prices are very likely to be high high during the midterms. https://t.co/5A4nd2c298
It is hard to overstate how negative it is for stocks, bonds, and the global economy, and how positive it is for commodities and inflation (up bigly) if Hormuz is still closed in a month. Every single price on our screens...
Four years after the Ukraine invasion, Russia’s state nuclear firm Rosatom has turned civil nuclear exports into a robust geopolitical tool. The company now leads global reactor sales, offering VVER‑1200 and VVER‑1000 plants financed up to 90% by Russian state...
Intangible assets—things like brand reputation, proprietary knowledge, and organizational capabilities—have become more valuable than physical factories and equipment...how are investors capturing this information? by @larryswedroe https://t.co/CW1mUsiweK https://t.co/Hu32LLmXw8
$EEM up 33% over the past year. Then dropped 8.4% in a single week. That's not volatility. That's a warning. Dollar weakness opens the door. Oil slams it shut. EM is a minefield right now. https://t.co/i9MYZbdcdq
Gubra, a 300‑employee Danish biotech known for its obesity drug partnerships, announced plans to adopt a Roivant‑style incubation model. The strategy will spin out a series of focused biotech companies, each targeting niche therapeutic areas beyond obesity, such as metabolic...
The US, Japan and the European Union are set to announce plans in the coming weeks to lay the foundation for a trade agreement in critical minerals. Trade agreements, ok, personnel, IP, experience, required... https://t.co/4wQbtrIhCR
Supertankers Build Up in Red Sea as Saudi Arabia Races to Bypass Hormuz. The plan and how much the infrastructure can handle. https://t.co/0tUBLK1icp
The International Association of Sheet Metal, Air, Rail, and Transportation Workers – Transportation Division (SMART‑TD) sent a letter to Congress urging support for the Union Pacific‑Norfolk Southern (UP‑NS) merger. The union argues the deal will stabilize the rail workforce, create...
Running a team of agents is interesting because any given agent can be CEO one moment, then the eng manager wagging the finger the next And as the orchestrator, you want this. https://t.co/xjhE4jwiGq
"In the wake of the conflict in Iran, Chinese buyers have been informed that shipments of zinc concentrates set to leave the port city of Bandar Abbas have been called off, according to people familiar with the matter..." https://t.co/jXqFGxfn43
Louis Dreyfus Company (LDC) appointed Sébastien Landerretche as its new chief financial officer, effective March 18, based in Switzerland. Landerretche has been with LDC since 2004, leading ocean‑freight research in China, heading oilseeds and freight in Singapore, and serving as global...
Fed's in a tough position here. Labor market and economy in general need a bit of TLC but war inflation may be one too many one-time price level increase. Default reaction will be no reaction for now. FOMC...
Emmanuel Saez and Gabriel Zucman on the Sanders proposal for a billionaire tax. More on this in the Chartbook Top Links today. https://t.co/985S5J7cYd
Louis Dreyfus Company (LDC) appointed Sébastien Landerretche as its Group Chief Financial Officer, effective March 18, 2026, with the role based in Switzerland. Landerretche, who joined LDC in 2004, has led global ocean freight research, oilseeds, and served as Global Head...
Quick update on tariffs in light of this week’s new USTR announcement of over 76 new Section 301 investigations that will likely result in new tariffs being put back in place on substantially all of US imports that were taken...
🇧🇷Conab made very slight trims to its estimates for Brazil's 2025/26 soybean and corn crops. First-crop corn production went up, but that was offset by a reduction to the heavily-exported second crop. Projected soybean exports rose from last month. https://t.co/vXR8g5NOEG
A parliamentary standing committee on finance has recommended re‑introducing a merchant discount rate (MDR) on UPI transactions, arguing that the zero‑MDR regime strains government finances and limits fintechs’ ability to fund long‑term infrastructure. The committee notes that current government incentives...
The Fed's balance sheet holdings of US Treasuries is now at October 2024 levels and rising. This is why it's difficult to get secularly bearish on gold. Material balance sheet expansion has begun with asset prices at ATHs and no...
If Iran does this, crude oil prices fall back to bear pre-war levels, and they lose the only leverage they have.
