
Ares Management CEO Mike Arougheti dismissed UBS analysts' worst‑case projection that private‑credit defaults could hit 15%, labeling it irresponsible. UBS warned the scenario could materialize if artificial‑intelligence disruption spikes borrower distress, but otherwise expects defaults to rise about 5% before stabilizing in late 2026. Arougheti highlighted that even during the 2008 crisis, private‑credit default rates peaked at 8‑10%, making a 15% rate implausible. He also noted recent retail‑focused fund redemptions underscore liquidity misunderstandings in the sector.
Gemini’s ocean alliance has sustained roughly 90% schedule reliability, allowing Hapag‑Lloyd to trim the buffer capacity built into its 2025 service. The carrier says the reduction yields faster, more competitive transit times without sacrificing predictability. Shippers such as Dollar General and...
Physician unionization is accelerating as healthcare unions expand beyond nurses to target doctors. Membership of the intern‑resident‑fellow union more than doubled, reaching over 40,000 by 2025, and the new SEIU Doctors United group is launching a national campaign to organize...
French President Emmanuel Macron announced a new coalition to secure vessel traffic through the Strait of Hormuz and the Red Sea amid the US‑Iran war. The initiative will mobilize military assets, including repositioning the aircraft carrier Charles de Gaulle to...

Audacy’s new "State of Audio: Sports Fandom" report reveals that the most avid sports fans are younger, more diverse, and increasingly reachable through audio channels. The study shows a 40% lift in purchase and usage among the fandom cohort when...
The United States collects general‑government tax revenue equal to about 25.5% of GDP, roughly ten percentage points below the OECD average. Only two‑thirds of that revenue comes from the federal level, a share far lower than other industrial federations. Compliance...
Singapore’s building‑material sector is entering a digital modernization wave, making ERP systems mission‑critical for finance, logistics, and compliance. A recent e27 report ranks the top five ERP platforms chosen by local distributors, emphasizing deep integration with Singapore’s GST, InvoiceNow e‑invoicing,...

Chris LaCorata outlines a step‑by‑step roadmap for building an equipment health‑scoring system that spans multiple plants. The approach uses the DMAIC Six‑Sigma framework, a beta‑plant audit, and FMEA‑based risk scoring to translate condition data into financial impact metrics. Finance then...

James “Monty” Montero launched Cachasol, a tequila brand built around a six‑acre agave farm and on‑site distillery in Sayulita, Mexico. The venture replaces traditional shelf‑first distribution with immersive tours, cooking classes, and a farm‑to‑table bar that serve as the primary...

Tourvest Retail & Catering appointed Michael Raasch as Chief Growth Officer effective March 1. Raasch brings over two decades of leadership in aviation, digital commerce and technology‑enabled solutions, most recently as CEO and co‑founder of Omnevo. In his new role he...
The Middle East conflict entered its fourth day as the Trump administration launched a military strike against Iran. White House officials have offered a series of shifting rationales—ranging from regime change to preemptive action and nuclear disarmament—despite intelligence assessments indicating...
JCDecaux has introduced Nurture for Country, a new Reconciliation Action Plan initiative that gives First Nations‑owned businesses access to its national Out‑of‑Home network with matched media spend and strategic support. The program builds on a 2025 pilot with the KARI...

The Venture Capital Index is now down more than 30% from its peak. This reinforces the idea that the entire interest rate curve may be headed materially lower, in my view. Yes — both short and long end of the curve. Also, separately: Just...
Minneapolis Fed President Neel Kashkari said his outlook, up until a few days ago, supported maintaining a general easing bias. Inflation has been on a trajectory of "gently heading down" while there's no evidence the labor market is tightening. But...

The IT Governance Operating Model Framework offers a direction‑level architecture that translates governance intent into daily operational discipline. It defines six interdependent components—including decision architecture, layered accountability, and embedded risk—aligned with standards such as COBIT, ISO 38500, ITIL 4, NIST CSF 2.0, and...
Microsoft's AI chief said most white-collar work will be automated in 18 months. But you won't lose your job to AI. You'll lose it to a person who's better at AI than you. It's already happening. The person who gets promoted isn't the...

The article argues that a messy cap table is rarely the true cause of a failed funding round; investors often use vague equity complaints as a polite rejection. Real cap‑table issues are solvable with time, money, and transparency, but they...
Flexport CEO Ryan Petersen announced that artificial‑intelligence tools can trim roughly 10% off the back‑office component of ocean freight costs, enabling logistics firms to scale without proportionate hiring. He revealed that Flexport entered a "code red" mode in November 2025,...

Cinareo has partnered with workforce‑management specialist Aspect to fuse scenario‑driven capacity planning with real‑time scheduling. The joint solution lets contact centers replace spreadsheet‑based forecasts with structured, what‑if modeling that aligns staffing, budgets, and service goals. Aspect’s AI‑powered platform will execute...
Cisco’s 2026 State of Industrial AI Report reveals AI is a double‑edged sword for industrial networking teams, simultaneously creating security challenges and offering defensive benefits. While 40% of surveyed professionals cite cybersecurity as a major barrier and 48% list it...
The telehealth urgent‑care market is hitting a wall as provider labor costs become effectively fixed by government regulation, while patient acquisition expenses continue to drain margins. Companies such as Keycare rely on health‑system referrals and Teladoc on insurer‑driven enrollment to...
US‑Iran hostilities have disrupted Middle‑East sea lanes, prompting carriers to suspend loadings, impose a $3,000 emergency surcharge and reroute vessels around the Cape of Good Hope. The resulting capacity crunch is tightening polyethylene and polypropylene shipments to Brazil and the...
NASA announced the launch of “NASA Force,” a two‑year term recruitment program in partnership with the U.S. Office of Personnel Management. The initiative will bring top aerospace, software, and systems engineers into the civil service workforce to restore core competencies...

My Commercial Fiction Club newsletter, where I'm documenting the journey from $0 as a new fiction author, is about to hit $10,000/year. This isn't bad, but I'm still figuring out what readers want most from me. Drop a comment—what do you want...
Cricut, Inc. posted a modest revenue decline of 3% in Q4 2025, with full‑year sales flat at $708.8 million, but highlighted a 22% rise in net income and a 26% jump in operating profit to $96 million. Platform revenue grew 5% year‑over‑year,...

Influencer marketing in 2025 is being reshaped by AI-driven tools that automate influencer discovery, content creation, and performance analytics. Brands confront tighter budgets and heightened demand for measurable ROI, prompting a shift toward performance‑based contracts. Despite technological advances, human‑centric creativity...

In February 2026 President Donald Trump and President Prabowo Subianto signed a U.S.-Indonesia Agreement on Reciprocal Trade that obliges Jakarta to facilitate $10 billion of U.S. investment and import roughly $33 billion of American goods, mainly energy and agriculture. The deal was...

Finnair has introduced a new soundscape featuring Lauri Porra’s album Matkantekijä, which will play on aircraft, in lounges and across marketing touchpoints. The rollout begins on February 27 and the tracks will also be streamed on Spotify. This music initiative is a core...
Hellmann Worldwide Logistics CEO Jens Drewes told the TPM26 conference that global ocean freight volumes remain robust despite heightened geopolitical risks, including ongoing trade tensions and the expanding Middle East conflict. He highlighted continued strength in worldwide trade and pointed...
ExxonMobil said its worldwide scale and diversified portfolio allow it to mitigate disruptions from the latest Middle East conflict. Senior vice president Jack Williams highlighted the company’s ability to shift feedstock and products using its trading arm and long‑term charter fleet....

Direct indexing, once a niche tool for the ultra‑wealthy, is now becoming a core component of portfolio construction thanks to advances in technology and lower operational costs. Continuous monitoring enables advisors to make incremental, tax‑loss harvesting adjustments throughout the year...

Blackstone’s evergreen private‑debt vehicle, BCRED, experienced a $3.7 billion outflow as investors sought liquidity. In response, the fund raised its quarterly redemption limit from 5 % to 7 % of assets. The withdrawals reflect heightened stress in the leveraged loan market and growing...
As a college student, Peter Reinhardt (@reinpk) started a company that stumbled, pivoted, and nearly ran out of money before a small open-source library became Segment—the data layer behind thousands of software companies and was later acquired by Twilio. On the...
I just mapped my role (Recruiter) through JamLab_X's Human-AI Task Map — scored against where AI will be in 18 months. 50% of my tasks require me. Which of your tasks are uniquely yours? https://t.co/9emmwjKkhy

Denmark’s Ministry of Employment has issued a draft bill to transpose the EU Pay Transparency Directive, opening a public consultation until 27 March 2026. The law will take effect on 1 January 2027, a year after the EU deadline, giving larger firms a delayed...
Rooting for the immediate v shaped recovery in KOSPI/Nikkei but, in my experience, violent deleveraging events are seldom limited to a single session. Held off on any aggressive dip buying today.

“#Procurement managers at all levels must invest significant effort in managing individuals’ performance to up their game. And the tactics employed must drive the desired capability, behaviors, and results.” 🔗 https://t.co/6geUHYOgNn #purchasing #supplychain https://t.co/zenBvK0dKe

In this GTM Now episode, operating partner Bill Bench—who spent 29 years as a CRO—discusses the shift from quota‑driven sales leadership to venture‑backed operating roles, emphasizing the need for precise, outcome‑focused metrics. He introduces his "Mojo" metric, a daily net‑pipeline...
My friend and renowned oil expert Javier Blas has it right. ONE OF THE COSTS OF THE NETANYAHU-TRUMP WAR ON IRAN = A GAS PRICE SURGE. https://t.co/cnsDUpCpbY
For productivity, there are only 2 questions to ask: Did this create recurring output? OR Did this reduce future effort?

The Container News (CN) Index climbed to 543 this week, keeping global container shipping in the High Pressure zone. Freight rates across major East‑West lanes showed mixed movement, with softness on Asia‑USEC and Asia‑USWC but strength on Far East‑North Europe...

All things considered, I would expect the US Economic Policy Uncertainty Index to be higher... Uncertainty index vs DXY on the weekly: https://t.co/sVGAiUIrV7
Most people don't want their lives turned upside down by a “disruptive” product. They want solutions for their current problems, with tools and metaphors they already understand. “Disruption” is rarely a good strategy. https://t.co/qb8ekeCEDM

Game industry layoffs reached 48 events, affecting 2,579 jobs in 2026, a slower pace than analysts predicted. Despite the overall deceleration, 17 of the last 20 layoff incidents occurred in North America, highlighting a regional concentration. Industry observers attribute the...

BofA: We forecast a below-consensus Feb NFP print of 35k (private: 45k). The u-rate should remain at 4.3% Fed response: wait and watch stance under Powell https://t.co/qQ28IUZLsk
Ryanair's O'Leary sees surge in Easter bookings to Europe due to Middle East war https://t.co/TDpGBi7ecF

The GrowthRise Mastermind call highlighted three core growth levers for B2B firms: optimizing outbound email cadence, leveraging Meta’s ad platform over LinkedIn, and tightening pixel event tracking. Email sequences spaced every three to four days lifted open rates to 21%...
Why I’m so bullish on the era of the Radical Fed Chairman: Most technicians aren’t technologists. But Kevin Warsh is both. 👇 https://t.co/90GCOPkuDW
Senate Republicans poised to ‘swallow’ Wall Street crackdown in housing bill via @Jasper_Goodman and @hapgoodreports https://t.co/F8TqWwkXCb
Retailers are turning to cross‑border e‑commerce as domestic markets saturate, with global online sales forecast to hit $6.8 trillion by 2028. A Total Retail whitepaper, created with Melissa Data, highlights that address errors affect nearly one‑fifth of orders, driving costly failures....