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In this episode, The Macro Butler breaks down why gold’s worth extends far beyond its market price, emphasizing its role as a historical store of value, a hedge against systemic risk, and a cultural symbol of wealth. He explains how gold’s scarcity, durability, and universal acceptance give it intrinsic value that isn’t captured by daily price fluctuations. The discussion also touches on the psychological comfort investors find in holding physical gold during monetary turbulence, and how central bank policies can influence gold’s appeal. Overall, the episode underscores gold’s multifaceted value proposition in a modern, fiat‑dominated financial system.
Microsoft’s Dynamics 365 Finance and Supply Chain Management (D365 F&SCM) is highlighted for its ability to tighten accounts‑receivable cycles, offering dashboards, automation, and predictive insights that accelerate cash collection. The platform also introduces streamlined feature‑management tools that let administrators toggle new updates...
Microsoft’s Dynamics 365 Business Central ecosystem received several practical upgrades. Stefano Demiliani released BCMCPProxy vNext, a cross‑platform .NET proxy that adds browser‑based token caching for AI tool connectivity. The platform also now supports built‑in EFT/ACH processing with NACHA formats, and Microsoft published...
There is an instinct among early stage investors to talk their book like all the big tech incumbents are about to be slayed by an army of $1m ARR startups. Founders, you are smart enough to know this isn’t...
Mexico, alongside the U.S. and Canada, will host 13 matches of the 2026 FIFA World Cup, expecting 836,000 tourists—280,000 of them international. Fan fests across Mexico City, Monterrey and Guadalajara are projected to draw 4.2 million attendees, turning public squares into...
Every $1 invested in UX returns $100. That's a 9,900% ROI. There is no other investment in business with that return profile. None.
AI SRE platforms such as PagerDuty, Datadog, and several startups are emerging to automate incident diagnostics and mitigation, but they largely ignore the coordination side of incident response. The author argues that incident management—aligning multiple responders, preventing fixation, and maintaining...
Macro: MOEX flat as oil steadies and gold spikes; RUB strengthens (USD/RUB 76.65). Key drivers: commodity moves, stable RVI (24.9). Risks: commodity volatility, sanctions. Trade: buy selective energy exporters on RUB resilience. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
China’s ice and snow tourism sector surpassed 1 trillion yuan in 2025, a fourfold increase over the past decade. The industry is projected to reach 1.2 trillion yuan by 2027 and 1.5 trillion yuan by 2030, fueled by 360 million domestic winter trips generating...
HoloMem, a UK startup, successfully ran its holographic tape system alongside traditional LTO drives inside a live LTO library, proving plug‑and‑play compatibility with existing data‑center hardware. The polymer‑ribbon cartridges are sized like standard LTO tapes and can store up to...
The vertical integration of intelligence is non-negotiable. Control your platforms, models, chips, and data centers or watch providers do to you what you're trying to do to them. Microsoft AI is all-in on this. But they're caught in a bind: vertical...
CO.LAB secured a $1.2 million Launch Tennessee grant to launch the Quantum Activation Series, a statewide effort that begins March 12 at the University of Tennessee‑Chattanooga. The program will convene researchers, entrepreneurs and industry leaders to accelerate the commercialization of quantum research...
Elbridge Colby, the U.S. undersecretary of defense for policy, told the Munich Security Conference that NATO is stronger than ever and is evolving into a "NATO 3.0" model that shifts conventional defense responsibility to Europe while the United States underwrites the...
Nevada’s Governor’s Technology Office unveiled a statewide data classification policy, introducing four distinct categories—public, sensitive, confidential, and restricted. The initiative follows a costly ransomware attack that disrupted state systems and cost roughly $1.5 million in response. Agencies must now assign a...
Stacy Brown‑Philpot, former TaskRabbit CEO and Google veteran, launched Cherryrock Capital in 2025 to fill a gap for underinvested entrepreneurs by writing smaller Series A and B checks. The fund, backed by institutional LPs such as JPMorgan, Goldman Sachs, and Melinda...
I've worked as a Sr. Director of BI and Analytics and I had to learn something the hard way. Despite what business stakeholders say, another dashboard is rarely the right answer to their needs. Why? Because what's behind the ask is a misconception...
Australian households used recent tax refunds and a brief cycle of interest‑rate cuts to splurge on durable goods such as coffee machines, furniture and appliances. The surge translated into double‑digit revenue growth for Breville, a 13% sales lift for Nick Scali...
The CBO projects publicly held U.S. debt will surpass 106% of GDP by 2030 and reach 120% by 2036. Average Treasury interest rates are expected to climb to 3.9% by the end of the forecast, outpacing nominal GDP growth that...
Singapore’s 2026 Budget unveiled a S$37 billion Research, Innovation and Enterprise (RIE) 2030 plan, a 32% increase that keeps R&D spending at roughly 1% of GDP. Prime Minister Lawrence Wong highlighted quantum technology as a strategic growth pillar, announcing the country will...
7 operational mistakes that almost killed my business (and will kill yours if you don’t catch them early) 1. Working with the cheapest partners 2. Not checking supplier invoices at scale 3. No naming conventions on ads or creatives 4. Not understanding China...
Cognitive warfare isn’t coming—it’s here. Some Western political leaders are being used to weaken alliances, disrupt decision-making, and fragment institutions. Swipe to see the key predictions, and visit davidmurrin.co.uk for the full analysis. #Geopolitics #NationalSecurity #Russia #China #Strategy
This weekend’s reads dissect the shifting geopolitics of NATO under Trump’s “quiet‑quit” strategy, the erosion of U.S. reliability among European allies, and Germany’s push to become Europe’s new defense hegemon. They also examine the economic fallout of Trump’s expansive tariff...
I can think of half a dozen reasons why it is NOT a mistake to gift a house to a child before passing. Why? Because these decisions are fact and portfolio dependent, and always/never advice is rarely reliable when it...
AI market/TAM in midterm 1. Most employees will have a free LLM on their desktop; we are moving top team memebrs to two daisy chained Mac studios ($25k total) — easy investment 2. All major models will free for...
REITs are currently trading at their lowest valuations in decades. The vast majority of investors are not positioned to take advantage of this historic opportunity. 🧵Here's a 'Mini Masterclass' on how to take advantage:
Macro: PE flows target Indian NBFCs. RBI cleared Bain's up to 41.7% in Manappuram; ₹43.85bn injected. Risk: regulatory scrutiny. Trading insight: buy Manappuram on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Microsoft’s AI chief says AI will automate most white-collar work in 18 months. He claims AI will handle law, accounting, marketing, and coding at human level. Yet reports show only small productivity gains, and one study found developers took 20% longer with...
Deep dive into Chinese Foreign Exchange Reserves in today's version of the Chartbook Top Links. https://t.co/Yc09wNGpPK
Launching a product without a plan is just posting and hoping. This Skill builds the full playbook. https://t.co/juAq4qxygY
Thinking about a CAIO? Or evolving the CIO role instead? I explore what uplifting AI leadership should look like - and what structures actually work. #CIO #CEO #AI https://t.co/3nnLLxqhZt
OH in Palo Alto: LPs are REFCHECKING a Stanford SPV leader who is MOGGING Tier 1’s and FEEMAXXING at 3/30 on 9-figure DIRECT Anthropic allocations
The best macro trade of the past 5 years was Warren buffet’s Japanese bond issuance imo. Got him short the currency, short rates all while he was long the equities (trading houses).
As a person overseeing many of these tests for brands I can attest to this too. Applovin’s team have also been the quickest, most nimble at adapting to what DTC is requesting of them. Their teams go above and beyond over...
Russia’s inflation comes in at 6.0%/yr in January. That's ABOVE RU's 4%/yr target. RU's M2 money supply is growing at 10.6%/yr, ABOVE Hanke's Golden Growth Rate of 8.4%/yr, a rate consistent with hitting its inflation target of 4%/yr. THE INFLATION STORY =...
RT For CIOs in 2026, it's not "business as usual with more AI." It's a reset. You?re expected to reengineer IT?s operating model for velocity, resilience, and adaptability while still proving ROI under a microscope. #CIO #DigitalTransformation @Star_CIO https://t.co/KnnrY3Zh58
Executives expecting magic wand AI outcomes without funding data quality, change management, and integration work are setting teams up to fail. You can't skip the plumbing and still expect water. #CIO #AI https://t.co/VtuS5rQ0ZG
How rich-country advantages compound. More than twice the share of young people in poor countries are not in employment, education or training. This and more insights in today's Chartbook Top Links. https://t.co/pokvStfn3w
Maximum Pressure 2: More max, more pressure, another round of threatening Chinese sanctioned oil imports. https://t.co/UNNBJOFLTx
The FT reports that the cost of living is Venezuelan's top concern. NO SURPISE. Today, I measure Venezuela’s inflation at a 651.5%/yr. Venezuela is the WORLD’S TOP INFLATOR. https://t.co/P4FBBSNdqk
I don't really understand devs who jump back and forth between LLM providers. Claude, Codex, Claude, Gemini, back to Codex, then Claude. What marginal improvement can be worth the massive context shift every single time? Pick one and build. You won't have...
Wouldn’t that be something: $NVDA earnings 25th with SCOTUS decision on tariffs anytime after 20th… #IEEPA USD bullish in the short term if they hand back tariff control to Congress 🎰 $VIX
Unrealized gains tax is a mega-drag on new investments. The same reason why the California Asset Seizure Tax by SEIU-UHW is going to destroy startups is happening in the Netherlands. https://t.co/jMgP3ieI2G
There is still a net benefit to having someone with an intricate knowledge of the creative and ad buying processes that AI can’t automate.
Burn rate = risk. So of course, this is true. These are the highest burn rates in history of VC. Simple fact. https://t.co/IrsIBd0qDC
If you can't trace what data, tools, and rules led to an agent's decision, you're not ready for production. Decision provenance and observability are critical release criteria. #Observability #AI #DevOps https://t.co/1tg10UmJNv
#IranWatch🇮🇷: Today, I measure Iran’s inflation at a PUNISHING 81.5%/yr. That's the world's SECOND HIGHEST INFLATION RATE. I remain the only reliable source of inflationary measures in Iran. https://t.co/HcSee4i4O2
Optimal venture firm tech stack: -Fund Admin: @hanoverpark -Bank/Cards: @FlexSuperApp -CRM: @NotionHQ -Sales tax for port co’s: @numeral -Ski passes: @VailResorts -Travel: @NetJets / @FourSeasons -Everything else: @claudeai
Runners will sprint the last 100 feet of a race because they see the finish line. Justin Su'a calls this the goal gradient effect where you increase your effort as you get closer to completion. Use this to your advantage by setting...
Today, startups aren't winning by hiring faster, but by automating as many internal functions as possible. In this episode of Main Function, @garrytan breaks down how tiny teams are beating companies 20x their size by building automations into every workflow, from...
Don't let first appearances fool you. The US job market is NOT as hot as the Spinmeisters in Washington DC crack it up to be. https://t.co/lKCBOl0rdi
