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Every morning
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East African economies are bracing for fallout from the escalating Gulf conflict after US and Israel attacks on Iran. Brent crude surged past $84 a barrel, pushing fuel costs and inflation higher across the region. Economists warn that higher import prices, supply‑chain disruptions and a sharp drop in Gulf‑based remittances could stall infrastructure projects in Tanzania and Uganda and threaten millions of migrant workers. Governments are tapping strategic reserves and exploring alternative supply routes, but short‑term pressures are expected through mid‑2026.
Truth: Pac O'Shea and Hayyaan Ahmad were (and still are) the investment thesis behind our conviction in Round Treasury 🙌
On International Women’s Day, Logistics UK highlighted the accelerating presence of women in the UK logistics sector. Over the past four years, female road‑transport drivers have surged 322%, directors up 36%, forklift drivers 15%, and clerks 61%, signalling a major...
The Iran‑Israel conflict has forced Saudi Arabia, the UAE and Qatar to divert attention and resources after Iranian missile reprisals, weakening their mediation role in Sudan’s three‑year war. Analysts argue this shift could either spark renewed diplomatic pressure to end...
The Pavilions Hotels & Resorts announced Tom Thrussell as its new Chief Marketing Officer, starting 1 February 2026 in Bangkok. Thrussell brings 20 years of experience across hospitality, travel, and financial services, previously leading brand strategy at Maybourne, American Express, and Centara. He will...
Pre-selling funds your product before you build it. Tesla raised $276M in 72 hours from Model 3 deposits and used it to scale production. Oculus pulled $2.4M on Kickstarter and proved demand before a $2B exit. Set 5 to 10% refundable deposits, plan...
Block announced a February 2026 AI‑driven overhaul, cutting over 4,000 roles from a workforce of just above 10,000. The company positions its internal agent substrate—centered on the goose framework, MCP integrations, and the G2 text‑to‑app layer—as the foundation for both...
A number that keeps me up at night: 534. That's how many people visit BlackTwist from Threads every month. Not from ads. Not from SEO. From Threads itself. People on Threads are talking about us — without us asking. That's the kind of...
High‑conviction, concentrated portfolios are championed by UK fund legends like Nick Train and Terry Smith, and by hedge funds such as TCI and Pershing Square. While a few have delivered spectacular returns—Pershing Square’s 325% NAV gain—most concentrated funds exhibit volatile...
Bars are shifting from pure alcohol sales to becoming community hubs, a change driven by younger patrons who value belonging over drinking. The article cites the "third place" concept, urging establishments to act as informal gathering spots beyond home and...
India’s startup ecosystem is seeing a surge of serial entrepreneurs launching new ventures after successful exits. Figures like Deepinder Goyal (Zomato), Aman Gupta (boAt), Shashank ND (Practo) and Mukund Jha (Dunzo) are now backing health‑tech, venture studios and AI startups,...
Anas Alhajji warns that the escalating Iran war could push oil prices to unprecedented levels, potentially driving Brent above $120 per barrel. He cites a likely sharp reduction in Iranian output and limited OPEC spare capacity as key supply constraints....
Foreign institutional investors dumped nearly $2 billion from Indian equities in March, driven by heightened Middle‑East tensions and Brent crude trading above $90 a barrel. The outflows, amounting to roughly Rs 21,829 crore, pushed the Nifty 50 down about 6% year‑to‑date and erased Rs 19 lakh crore...
ClearPoint Strategy outlines nine common reasons strategic planning initiatives collapse, from lack of leadership buy‑in to fragmented data. The article stresses that executive participation, cross‑functional involvement, and aligned processes are non‑negotiable for success. It also recommends centralizing communication, assigning ownership,...
ClearPoint Strategy promotes its SaaS Balanced Scorecard platform as a solution to the data‑gathering, reporting, and version‑control headaches that plague organizations using Excel, PowerPoint, or costly ERP modules. The blog outlines the limitations of manual tools, the high integration costs...
A recent video analysis highlights a sharp oil price shock, driven by escalating Middle‑East tensions, that pushed crude above 10% in a single week. Simultaneously, the market for exchange‑grade silver bars is tightening, with inventories down roughly 15% as industrial...
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The ClearPoint Strategy blog highlights 20 organizations that have leveraged the Balanced Scorecard (BSC) to drive strategic execution, citing a 2017 2CG survey where 77% of respondents rated the framework as extremely or very useful. The BSC’s four‑perspective model—financial, customer,...
Basil, a design‑led children’s essentials brand, identified a gap in India’s ₹60,000‑crore school‑kids market for ages four to twelve and launched premium lunchboxes, bottles and gear. Within two years it reached ₹36 crore annual recurring revenue, after selling 1,000 units in...
China imports crude oil based on the day, between 65 and 85% of its total, and about three-quarters of that comes specifically from the Persian Gulf. And that has now dropped to zero. Unlike countries like the United States, which...
If you want practical ways to recognize the strengths, motivations, and leadership potential inside Generation Z, my new book The Future Begins with Z offers nine strategies to help you lead this generation well as they reshape the workplace. Available now...
The sudden closure of the Strait of Hormuz disrupted roughly 700 oil cargoes, representing about $40 billion in trade, and exposed the vulnerability of Europe’s post‑2022 energy strategy. Simultaneously, Russia warned it could exit the European market before any formal ban,...
AI is beginning to reshape the labor market in measurable ways. New research introduces a framework to track how exposed different occupations are to AI capabilities. Early evidence suggests the impact will be uneven, transforming some roles while leaving others largely untouched....
South Korea is considering to introduce an oil price cap for the first time in 30 years 🇰🇷 🛢️ It is being considered carefully because of possible side effects including market distortions and fiscal burdens, according to Yonhap https://t.co/r66h5y13D6
The recreation market is projected to exceed $1.8 trillion in 2026, but inflation is compressing margins and slowing growth. Many operators suffer from the “curse of knowledge,” leaving valuable expertise untapped while rivals flood channels with generic AI content. The article...
Return to office (RTO) mandates: A test of evidence-informed HR leadership @TPShub https://t.co/ROuJEslcup #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
This is very reminiscent of the “WDC is a zero because of neon gas shortage from Ukraine” episode. The impact of higher oil, or more importantly JKM prices, for Korean equities is a real discussion. This helium stuff is not though.
MSCI stock index gains have halved to a 7% year‑to‑date increase, while JP Morgan’s local and hard‑currency corporate and sovereign bonds are up about 1% YTD. The escalating Israel‑US versus Iran war is drawing parallels to the Russia‑Ukraine conflict’s global market...
"Texas Feedlot Operators Explain Why U.S. Beef Supply Depends on Mexican Cattle Imports" https://t.co/D3IHviRfRg https://t.co/fO9Ac9MceR
Looks like the start of a beautiful “oil glut” partnership between the IEA and the Trump administration. Markets may have other ideas. #OilMarkets #EnergyPolicy #IEA #Geopolitics #EnergySecurity https://t.co/IPd77wk6Q7
LangChain CEO Harrison Chase argues that superior large language models alone won’t drive AI agents into production; the missing piece is sophisticated "harness engineering" that lets models run loops, call tools, and manage context. He highlights the evolution from static...
Claims that the world is “well supplied with oil” during a Hormuz crisis are obviously false @SecScottBessent With 35% of maritime oil flows offline, your comments are at best out-of-touch with reality. At worst, they're lies #OilMarkets #Hormuz #EnergySecurity #IranWar #Geopolitics
Emergence-Based Organizations: A Vision of the Future @ty_weeks https://t.co/qpHvU1jEZx #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Friday’s 5‑year Treasury‑TIPS breakeven spread sits above the Federal Reserve’s 2 % inflation target, mirroring the Federal Reserve’s Dodd‑Katz‑Wright (DKW) expected inflation series. Both metrics suggest market participants price in CPI inflation well above 2 % for the medium term. Kalshi’s latest...
Most organizations rushed into AI with too many pilots, resulting in not enough production outcomes. It's time to define a focused AI vision, align governance, and communicate one clear AI strategy. #AI #GenAI #DigitalTransformation #CIO https://t.co/8OLLAWNSNL
Strike on a Teheran fuel depot is unconfirmed @shanaka86 If true, it's about domestic fuel, not oil exports The target choice matters. It squeezes Iran internally without blowing up global oil markets. #IranWar #oilmarkets #Hormuz #EnergySecurity #Geopolitics
Abu Dhabi’s state‑owned oil giant Adnoc announced it has activated contingency protocols to keep crude flowing despite the Iran‑US‑Israel conflict disrupting tanker traffic through the Strait of Hormuz. The company is adjusting offshore production, leveraging the 1.5 million b/d ADCOP pipeline that...
The Strait of Hormuz has seen virtually ZERO movement in the past 24 hours. IRAN CONTINUES TO CONTROL THE KEY CHOKEPOINT IN THE GULF.
Mediocrity gets promoted. Excellence gets managed out. Competence threatens. The high performer is a mirror nobody wants to look into. So they hire the one who makes them feel safe instead.
Stone & Chalk has doubled its International Women’s Day Scholarship program after a 60% surge in applications for 2026. The cohort expands from six to twelve founders, who will spend six months in the accelerator’s hubs in Sydney, Melbourne and...
If your AI strategy assumes "we'll just hire seniors later," you don't have a strategy. You have a countdown clock to a talent crisis. Build AI-fluent apprenticeships now, while everyone else is cutting back. #AI #Hiring #CIO #CHRO https://t.co/W7YbwP6jrL
Rather than “speed, quality, cost: pick 2”… My sense is: • speed vs quality -and separately- • deadline vs scope -and separately- • turning speed vs scale Thoughts?
FrieslandCampina reported €13.4 bn revenue and a 3.8% drop in operating profit for FY2025, while milk volume rose 2.4% – the first increase in eight years. The co‑op faced a perfect‑storm of commodity price pressure and a global milk oversupply that...
CNN reports that Trump's war in Iran is costing the US more than $890 MILLION PER DAY. WAR = MASSIVE COST = FISCAL PROBLEMS. https://t.co/NDO5P1kaiE
Most people “work” all day. But very few complete meaningful outputs. I think it's time we stop measuring by hours spent and instead measure by finished assets. Did you ship something concrete? If not, you were busy, not productive.
The sudden closure of the Strait of Hormuz triggered a rapid surge in urea prices, prompting sell‑side analysts to recommend buying North American nitrogen producers such as CF Industries, Nutrien and Mosaic. The logic hinged on the fact that roughly...
Israel’s inflation is 1.8%/yr. Israel’s broad money supply is growing at 8.1%/yr. That's WITHIN Hanke's Golden Growth Rate range of 7.7%-9.7%/yr, a rate consistent w/ hitting Israel’s 1%-3%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/CWltetUlYU
Mexico’s inflation is 3.8%/yr. Mexico’s money supply (M4) is growing at 9.2%/yr. That's WITHIN Hanke's Golden Growth Rate of 7.3%-9.3%/yr, a rate consistent w/ hitting Mexico’s 2%-4%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/jQ05GUvmPW
Google VP of Search Liz Reid said multimodal LLMs now let Google deeply understand audio and video, moving beyond transcription to grasp style and content. The technology also enables cross‑language translation, helping non‑English users access information. Additionally, Google is testing...
Regulated orgs should target "define policy once, enforce everywhere," with genAI helping map policy to each provider's primitives. #Cloud #CISO #CIO https://t.co/vBzM21vM14
I originally published this financial history article in January 2023, but its core point about how markets have a habit of treating geopolitical risk as background noise right up until the moment it’s not seems relevant again. https://t.co/KjyIjzqpnb
