Iran Conflict May Revive Undervalued Commodities Vs. Overheated Stocks
Commodities Too Cold, Stocks Too Hot or Both? The Iran conflict may mark a worthy recovery catalyst for broad commodities from roughly a quarter-century low vs. US equities. Were commodities just too low at the end of 2025, or equity prices too high? Full report on the Bloomberg here: https://t.co/PkclHLpsz1 {BI COMD} #commodities #stockmarket #Iran @BBGIntelligence
Make Marketing Predictable with Repeatable Systems
Marketing shouldn’t feel random. It should feel predictable. Systems remove stress by making outcomes measurable. Build: • repeatable inputs • trackable outputs • clear feedback loops
EU Parliament Approves New GSP, Effective 2027
On 28 April, the European Parliament voted in favour of the new Generalised Scheme of Preference (GSP). This will enter into application on 1 January 2027. GSP is the EU’s unilateral set of preferences for developing and least developed countries. /1 ...
Google Ads Tests Ability to Select Partner Networks
Google Ads testing the option to choose the partner networks to advertise with https://t.co/BuONWXY17S via @Adriaan_PPC https://t.co/mfeXakEe3O
Copper’s Gains Mirror S&P, Yet Lag Behind Trends
Highly Stock-Market Dependent Copper May Be a Guide Copper's increasing dependency for stability on a rising US stock market may underscore elevated risks across assets. My macroeconomic scorecard shows both copper and the S&P 500 up about 5% year to date...
Private Equity's Vertical Integration Threatens Financial Advice Consumers
Consolidation in the financial advice industry is gathering pace around the world. Private equity increasingly owns the advice, the platform and the investment product. Same group. Every layer. Margin captured at every stage. It's called vertical integration. But who's it designed to serve?...
WBD CEO Zaslav’s Compensation Triples to $165 Million
Warner Bros. Discovery CEO David Zaslav’s Pay More Than Tripled in 2025 to a Staggering $165 Million https://t.co/aQyR5hj1nx via @variety
LIV Golf Gets New Independent Board, Seeks Funding
There was a lot of discussion yesterday...about just what was "new" with the LIV Golf headlines...we pretty much knew about much of the PIF funding cuts stuff around the time of LIV Mexico. But this is new news...with Yasir Al-Rumayyan stepping...
Inflation and Growth Outlook Brightens Ahead of Key Data
Economic Calendar for Thurs. April 30th 8:30am - Core PCE m/m for March: Expected 0.3%; Prior 0.4% - Core PCE y/y for March: Expected 3.2%; Prior 3% - PCE m/m for March: Expected 0.7%; Prior 0.4% - PCE y/y for March: Expected 3.5%; Prior 2.8% - GDP growth rate...
Pill’s Issing Admiration Signals a Hawkish Turn
When Huw Pill said his central banking hero was Otmar Issing... that's when we knew...
Call Early: Reach High‑Performers When Others Sleep
Most salespeople avoid early morning calls because they wouldn’t want to be called at 7 AM themselves. If you are only calling between 9 and 5, you are missing the window when high-performers are most accessible. In this episode of Ask...
Hawkish Fed and 5% Treasury Yield Halt Bitcoin Dip‑Buy
The trifecta finally hit in 18 hours. The Fed delivered what Cointelegraph called the "most hawkish FOMC in years" with four dissents. Brent tagged $125 overnight. And the US 30-year Treasury yield punched through 5% for the first time this...
LIV Golf Plots Future Independent of Saudi Funding
The Plan for LIV 2.0 LIV Golf Begins Planning for Future Without Saudi Backing https://t.co/6tQAnBkAJ4 via @sportico @novy_williams
KKR Pours $170M Into MLS Next Pro Expansion
NEWS: KKR is investing across @MLSNEXTPRO. It is committing ~$170 million to a new JV, called Hometown Soccer, that will oversee the development league's commercial growth. Expect more teams to rebrand and move to new communities. More @Sportico 👇 https://t.co/oNWEz7c8fk
Stop Counting Screens; Measure Real User Success
Gartner's latest UX research includes a line I want to needlepoint onto a cushion (yes, I like needlepoint, don't judge) and send to every product team I've ever worked with. "Counting screens generated tells you nothing useful." I've sat in more meetings...
Central Banks Must Stay Steady Amid War‑driven Turmoil
War shock tests central banks’ resolve Linda Yueh on why policymakers may hold their nerve as inflation rises, growth falters and uncertainty deepens https://t.co/VFosKL0tlX
Family Happiness Beats Lavish Vacations; Live Below Your Means
Sure, you can spend £5,067 on a lavish holiday. Or, for you £22 you can: Get 100 x 2ps, 20 x 50ps and 10 x £1s - and have an absolute scream at the arcade. Your kids don’t give a sh** about: All inclusive...
CEO Pay Should Rise With Firm Size, Theory Shows
The ‘assignment’ literature predicts that CEO pay should scale with firm size because the marginal impact of a CEO's talent is magnified by the resources they control. https://t.co/D2l9AxzYZi
Liquidity Dries up Exactly During Market Crises
The 2010 US equity market ‘flash crash’, the 2014 US Treasury turbulence, and the March 2020 pandemic sell-off in US Treasuries all share a disturbing pattern: liquidity vanished precisely when it was most urgently needed. https://t.co/qvntt9NSaH
Avoid Revenue Halves After Scaling Past $1M/Month
How An Offer Lost 50% Of Its Revenue After Hitting $1M/mo (& how to prevent this happening to your offer)
Emerging Market Loans Default 3.5%, Recovery Beats Benchmarks
Global Emerging Markets Risk Database w over 3 decades of lending data from 29 multilateral development banks, documents average default rate of 3.54% for loans to private entities in emerging markets alongside recovery rates that exceed global benchmarks https://t.co/zT7IRupC9M
Oil Prices Swing $15 in 48 Hours, Threatening Economy
Crazy price volatility in the oil market: In less than 48 hours, Brent crude has swung from a local low of $111 to a high of $126 and is currently trading at around $116 (Bloomberg chart below). This level of instability is...
Burnley's Borrowings Spike After 2020 Takeover
Burnley cash and borrowings totals over the last few years. The club were taken over on 31 December 2020. Are these two issues connected? https://t.co/IsE6WIlYVN
FA's Pricey Cup Final Reveals Ticket Price Hypocrisy
With the FA charging prices like this for the FA cup final perhaps it explains why they are so silent when it comes to standing up for England (and other fans) over FIFA World Cup ticket prices?
Yen Rebounds on Intervention as US Eyes Iran Strike
Ahead of ECB and BOE outcome, the yen is in the spotlight. It has reversed higher after heightened verbal intervention by Japanese officials. Meanwhile, the US is reportedly considering new military strikes on Iran. Oil extends gains but...
Make Your SaaS Algorithm‑Friendly with Structured Brand Signals
Here's how to turn your SaaS into an entity Google and ChatGPT actually recognize: → Claim your Knowledge Panel → Create a Wikidata entry → Schema your About page (Organization + Person) → Pitch for brand mentions, not just backlinks → Standardize founder bios across...
Free Masterclass Reveals Full Claude Design Startup Blueprint
THIS GUY IS LITERALLY GIVING AWAY THE DESIGN PLAYBOOK FOR CLAUDE DESIGN 🤯 A Free 2-hour masterclass showing how to build an ENTIRE startup: → brand guidelines → decks → website → apps → videos ... using ONLY Claude Design. Guide is below + full tutorial in 🧵...
Whitbread Slashes 3,800 Jobs After Tax Raid
Another slow hand clap for this government Premier Inn owner Whitbread to cut 3,800 jobs after Reeves tax raid https://t.co/VFhVpaqlwI
Forecast Pressure Restores Old Constraints, Halting FP&A Transformation
Many FP&A teams say they are “in transformation.” But does system progress change decisions? When forecast pressure returns, old constraints often return too. 🔗Pieter van Loosbroek explores where momentum is lost: https://t.co/KjAk2R7MDM #fpatrends https://t.co/phX5vNiPfc
Flexible Supply Chains May Soften UK Price Impact
Economic effects of the US/Israeli conflict with Iran are emerging for UK consumers and businesses. However, flexible supply chains may cushion price https://t.co/MNmgP7YtEG
Mexico May Outlaw the Term “Human Resources”
Why Mexico may soon ban the term ‘human resources’ @HR_Exec https://t.co/zvt91BMoky #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Naspers Pays Premium Buying Shares Above Average Cost
Naspers is now sitting at R894 a share. They continue to buy shares weekly at around the +R900 level, and are spending billions of Rands every month doing so. Their average share price since starting their repurchases sits at +-R725...
Frontline Workers Face Uncertain AI Adoption Without Training
For average, frontline workers facing AI, how will they react without extensive education or options? Expect challenges, pushback, and unpredictable consequences as organizations grapple with coexistence. #AIEvolution #Workforce https://t.co/rZqlWftdIt
Japanese 10‑Year Yield Hits 2.52%, Echoing Global Rise
Japanese 10-year yields hit a new post-1997 high of 2.52%. Longer-term yields are rising globally in tandem with surging oil prices, especially as companies and governments demonstrate a will to keep spending. https://t.co/cL61POetPv
U.S. Interest Costs Overtake Defense Spending for First Time
The Death Spiral: America Now Spends More on Interest Than Defense Key Takeaways -U.S. interest payments surpassed defense spending in 2024 for the first time in nearly a century. -The gap is projected to widen significantly, with interest costs reaching $2.1 trillion...
Europe Emerges as New Hub for AI Talent
Europe is becoming a more attractive destination for AI talent. As visa barriers rise in the U.S. and supply shifts in China, more researchers and engineers are looking to European hubs. The landscape is changing. Talent flows are starting to reshape the...
Align Model, Cost, and Promise—Don’t Copy Blindly
Same industry. Completely different economics. And that is exactly why this image matters. At first glance, it looks like a staffing comparison. It is not. It is a strategy comparison. Emirates is built around premium service, widebody operations, and a high-touch customer experience. Ryanair is built...
RNWH's Edwards Dive Deal Boosts Earnings, Slightly Better Valuation
#RNWH buying Edwards Diving Services and says "will be immediately earnings enhancing". ShareScope has fwd p/e 12.5 falling to 11.7 and fwd Divvy 2.4% rising to 2.5%; no steal but reasonable. I don't hold.
Traditional Viewership Metrics Are Now Meaningless for Comparisons
This is exactly why I don’t report viewership & ratings figures as much as I used to. It’s not due to lack of interest—it’s an area I still care about a lot—rather YoY comps are no longer informative given the...
GLEN Margins Set to Expand as Metal Prices Rise
#GLEN says production pretty much in line but suggesting rises in metals prices could widen margins, despite higher input costs. ShareScope has fwd p/e 13.4 RISING to 13.5 and fwd Divvy 2.6% each of next 2 years; very difficult to...
U.S. Debt‑to‑GDP Mirrors Post‑
America’s debt to GDP is already at levels you would expect at the end of a war, not the start. That changes everything about what comes next. #gdp #ww3 #bonds
Bank-Friendly Rates Boost BBVA Buyback; Buy on Weakness
Macro: rate backdrop supports banks. BBVA starts €1.46bn buyback (up to 429.6m) May–Aug; venue caps. Risk: liquidity distortion/suspension. Trading insight: buy on weakness. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Demanding CEO Attitude Exposes Corporate Manipulation
We only hire people with a CEO attitude. An HR recruiter just went viral for hanging up on a candidate. The candidate simply asked for WFH on Saturdays. The company strictly enforces a rigid 6-day workweek. HR rejected her, demanding she show a CEO-level...
Iran Tensions Push Oil Above $110, Market Volatility Spikes
🇮🇷 Iran Intel Brief | Pre-London ─────── U.S. oil prices surged above $110 per barrel amid potential military action against Iran. Iran maintains hardline stance on Strait of Hormuz control, increasing risk of extended blockade and oil supply disruptions. US Navy intercepted the 42nd...
China Eases Fuel Export Ban for Select Asian Buyers
Important development: China has given state-owned refiners the green light to export some gasoline, diesel and jet-fuel to a handful of regular customers (in Asia), signaling the country is effectively easing an earlier ban on shipments.
Southport FC’s £2.1 M Losses Highlight Unsustainable Finances
Southport FC lost £87k in 2024/25, taking total losses over the years to over £2.1m. The only profitable season since 2017 was 2020/21, and that was due to Covid distributions https://t.co/zwlG22Ez3O
Consensus on “Transitory” Inflation Proved Disastrously Wrong
Yes he let inflation escape but the whole "transitory" thing was one of the biggest consensus views of all time, largely because of what had happened in the previous decade. Nobody could imagine inflation being a problem anymore...
Powell Hailed as Fed Hero for Taming Inflation
This is going to annoy people (sorry...) but Powell is gonna be remembered as a hero at the Fed. Got inflation back down, delivered a soft landing, and stood up to enormous political pressure. Probably leaving at just the right...
Downside Risks Loom for EZ Q1 GDP Amid Spanish Slowdown
Risks are shifting to the downside for the EZ Q1 GDP print today, especially if Spanish growth cools more than expected and Ireland mean-reverts further.
Liv Golf Loses $1.1B, Dwarfs Chelsea Owners' Finances
In it’s first three years of operating Liv Golf generated $107m of revenue and ran up losses of $1,105m. Makes Boehly and Egbhali at Chelsea look like sport financial wizards. https://t.co/i221z4S6pN