Shrinking Workforce Caps Real GDP Growth to 1‑2%
You don’t get to 1% labor force growth with two decades of sub-replacement level births per woman and negative net migration. You just can’t. You actually have a shrinking labor force, since it’s aging, too. That means 1%-2% real GDP growth as the range.
MovieFlow Releases Seedance 2.0, Kling
🚨 MovieFlow just launched Seedance 2.0 and Kling 3.0. And you can generate your first 15 seconds completely free right now. No card. No catch. Here's everything you need to know 🧵
February Real Income Turns Negative, Signaling Economic Strain
Important point from Ben -- Americans' income was already **negative** in February once you adjust for inflation. People were having to dip into savings or turn to credit cards to fund their spending, even before gas prices jumped to $4. This is...
IMF Highlights Iran War Impact, Offers No New Action
.@KGeorgieva opening speech @IMFNews spring meetings entirely about impact of Iran war. Notable shift as IMF and @WorldBankGroup have been reticent so far. But unlike previous crises, IMF is not proposing new action, other than standing ready to help.
Procurement Success Depends on Strategic Talent Management
“Effective talent management is one of the key conduits to nurture people capability. Your Procurement function must have the appropriate talent to achieve its goals and sustain its organizational contribution.” 🔗 https://t.co/flN6hAM2qi #procurement #purchasing #supplychain https://t.co/plvSQzifMf
Weak‑balance‑of‑payments Oil
Oil or petroleum importer with low income and shaky balance of payments? Your bond yields just shot up. This and more in the Chartbook Top Links today. https://t.co/0ZEdcZZMFR
Iran's Drone Strikes Drop to Seven After Massive Launch
Iran has so far fired just 7 drones today, all at Bahrain, this after launching a monthly high of 149 missiles and drones yesterday. Will it last? Will it get ships moving? https://t.co/RNn07BEdGM
UK Bond Volatility Undermines Liquidity and Mortgage Availability
Once again, the UK financial markets are dominated by the “high beta” character of government bonds. (Please see Bloomberg data below.) This isn't just about rate volatility in the national benchmark; it’s also about how that volatility undermines market liquidity, complicates...
Eliminating PMs Shows Why Top Product Leaders Must Drive Change
We eliminated our product management function at @CustomersAI . No PMs. Zero.The top 1% of PMs would have seen this coming and led the transition themselves. Here's what actually happened 🧵
Leaders Grapple with Mixed AI Optimism and Pessimism
It's one of the hardest times I can remember for business leaders to find the right message to communicate - in this case, around AI. On one end is optimism: * "More jobs will be created that we can't think of" * "Society...
Helping Founders Scale Operations From the Inside Out
I would love to connect and help founders & small business owners scale and build their operations from the inside out.
Betsy Cantwell's Gamble Amid Washington State's NIL Crisis
On Jon Haarlow's promotion, the Jake Dickert comp and Washington State's NIL desperation: Will Betsy Cantwell's latest move work? -->
AI Automates Event Banner Creation, Saving Minutes
Successfully taught Antigravity (aka Gravy) to create an event banner in my community. I say to it, "Hey pls make a banner for our next event" and it opens up a browser, clicks around and makes the banner. First attempt it forgot...
Dreamina Seedance 2.0 Gives Real Creative Control
Dreamina Seedance 2.0 isn't just multimodal #DreaminaSeedance2 it's the first time I've felt actual control over what I'm making. Text, image, and video inputs. Consistent results across scenes. Expressive and precise. Go try it yourself on Dreamina AI. @dreamina_ai
Eight Trillion Dollars of T‑Bills Rollover Every Year
That’s the thing about treasury bills man, there’s $8t that rolls over every year And the world keeps spinning every year despite it!
Mexico's Climate‑scientist President Backs Controversial Shale Gas
Mexico President Claudia Sheinbaum, a climate scientist by training, makes a policy U-turn, now backing the development of shale gas deposits in her country (which means fracking, even if she avoided using that word — a taboo in Mexico —...
Thin Catalogues Need Browse, Not AI Search
I had a conversation recently that reminded me how badly empty search results can damage an early-stage ecommerce site. The team was excited about adding AI-powered search, and the logic was hard to argue with on the surface. Modern feature,...
Self‑Source Your Pipeline: Adopt an SDR Mindset
At Gong, 60-75% of my revenue each year is self-sourced. I've been a user of Outreach. Used Groove prior. Before, only an Outlook account. Now I use Gong. The platform doesn't matter. Sales engagement solutions help you stay organized but...
TikTok Live Viewership Plummets 12% as Twitch Gains
TikTok lost nearly 12% of its live viewership in Q1 of 2026! Twitch +4.46% Kick +1.79% YouTube -0.24% TikTok -11.92% Stats via StreamsCharts
Venezuela Wastes $330M Buying Bolívars; Adopt Dollar Now
#VNZWatch 🇻🇪: In an attempt to prop up the collapsing bolívar, the government has sold about $330 million to purchase bolívars. This is a futile exercise. THE GOVERNMENT SHOULD REPLACE THE BOLÍVAR WITH THE GREENBACK IMMEDIATELY. https://t.co/J9kJ4mZ9TB
O'Leary Warns Netflix Narnia Gamble Will Shutter Theaters
Cinema United Chief Michael O’Leary on Netflix’s ‘Narnia’ Gamble and Why Paramount’s Deal to Buy Warner Bros. Must Fail: ‘Theaters Will Close’ https://t.co/27oShjrvOd
Boost Focus with 25‑minute Pomodoro Work Bursts
Easily distracted? Try the Pomodoro Technique: - Work for 25 minutes - Take a 5-minute break - Repeat 4x.
Negotiate Price Only After Becoming the Vendor of Choice
Never negotiate price until you're vendor of choice. Here's why: If you negotiate before winning the competitive battle you're just creating a race to the bottom. Ask first: "If price were not an issue, would you choose to move forward with us?" Yes = negotiate. No...
Omai Poised for G2‑scale Valuation After Deal Alignment
A deal that always made operational/synergistic sense finally had the numbers align Logical flow forward of funds here will be Omai $OMG.V If G2 goes for ~C$2.6 billion with <4 million ounces in resources, have to think Omai has clear line...
Savannah Port Cuts Shipper Costs Over $1K per Container
New findings from Georgia Tech researchers show the Port of Savannah saves shippers more than $1,000 per container to Atlanta, Memphis and Nashville, compared to West Coast gateways. https://t.co/Sn8LWvsekl
Treasury Yields Surge Above 4.9% Amid CPI, Auction Pressure
Between tomorrow's CPI and today’s 30-year auction, Treasuries are feeling the heat. That ceasefire euphoria has already faded - 30s are back north of 4.90%
Tap Into These 9 Immediate Grants Now
Stop saying there’s no money out here. Y’all just not tapped in. Here are 9 grants you can apply for RIGHT NOW 👇🏾 ⸻ 1. Building Her Community Grant $5,000 For women building communities, memberships, or courses Apply: freelancingfemales.com/heartbeat If you’re building a community based business… this is low...
PCE Inflation Stays at 2.8%, Exceeding Fed Target
The US Personal Consumption Expenditures (PCE) inflation index held steady in February at 2.8%/yr. This is ABOVE the FED’s inflation target of 2%/yr and the February forecast of 2.6%/yr. INFLATION = THE GENIE THE FED JUST CAN'T PUT BACK IN THE BOTTLE....
Gold’s Dip Tied to Rising Yields, Not Inflation Fears
A guest on @business questioned this morning why anyone would buy gold when you can buy inflation protected securities yielding 2.7%. Excellent question. A few answers: First, maybe I misheard him, but TIPS yields are currently just a tad under 2%...
Ex‑BoE Economist
Imagine writing and publishing an article on trade (by ex BoE chief economist) in Britain’s premier financial newspaper that doesn’t refer at all to China. Well here it is
Audit First, Build Later: Counterintuitive Path to 8‑Figure ARR
Would you pay auditors to audit you 10 times before building your product? This founder did. His startup hit 8-figure ARR. @grease_ is the co-founder of @sprintoHQ, a compliance automation platform that's now at 8-figure ARR with 3,000+ customers....
Wrestling Ranks Third in University Athletics Revenue, Costs $8M
Would never have guessed Wrestling was the third largest athletics revenue line for a university. Also how does it cost almost $8M to run??
M&A Spree Sees Premiums up to 80%
Today's M&A and SPAC notes $GTWO.to to be acquired by $GMIN.to for 0.212x shares + CVR + Spinco, 79.7% premium, $3.0 billion $WSR to be acquired by $ARES for $19.00 cash per share, 26.5% premium, $1.7 billion $ASRT to be acquired by Garda...
Character, Not Intelligence, Drives True Greatness
Nvidia CEO: Greatness does not come out of intelligence, it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered. Resilience is a crucial factor in achieving success. https://t.co/xQN5o0hmbn
Build a Loyal Blog Audience with Proven Strategies
RT @InspireToThrive @CoriWriterBWP How You Can Attract Loyal Readers to Your Blog https://t.co/3arR38PFok via @CoriWriterBWP
Intel Missed Chance by Denying Gelsinger's Foundry Investment
Can you imagine if Intel's board let @PGelsinger invest in the foundry capacity he asked them for? I agree, it seemed crazy at the time, but hindsight is 20/20.
15 Essential Speaking Tips From MIT’s Patrick Winston
A masterclass on ‘how to speak’ by MIT professor Patrick Winston - 15 key lessons https://t.co/KKfLMl8PZ6
Flipkart Shows Execution Beats Access in AI Race
Access to AI has become universal. The only thing separating winners from the rest is execution. And Flipkart is answering that challenge with structure, speed, and seriousness. Every large company now has access to powerful AI models and frameworks. https://t.co/3Sqt7T8oAa The...
Customer‑First Success Starts With Employee Ownership Culture
Customer-first isn’t a slogan—it’s a system. 🛻 Listen to employees 📊 Share the numbers 💰 Share the upside ⚡ Move faster than competitors Sam Walton built it. Few replicate it. Read more: https://michaelwmchugh.com/sam-walton-employee-ownership-culture/
Hidden Semantic Debt Drives $162M AI Infrastructure Bet
$162M raised for AI infrastructure last week. No headlines. Here's why: 'customer' means something different in every AI tool you're using. Each new tool compounds the problem. The semantic inconsistency is the hidden debt. And someone just bet $162M on it.
Hesitation, Not Bad Decisions, Kills Momentum
A leader said this in a meeting recently: “Just tell us what you want and how you want it — and we’ll do it.” That’s what happens when decisions take too long. People stop thinking. They start waiting. Momentum rarely dies from bad decisions. It dies...
Amazon Leo's Claimed Speed Edge Lacks Clear Benchmark
.@amazon CEO @ajassy's April 9 shareholder letter on @Amazonleo performance. Unclear what his point of reference is when comparing Amazon Leo to competing services available today - 6x-8x faster uplink, 2x better downlink and lower cost. @Starlink is a moving...
ECB Will Act If Needed to Meet Inflation Target
Sleijpen says the ECB will act if needed to keep inflation at target https://t.co/i7fN2hd9FJ via @patrickreports https://t.co/MYYOhsOcMW
Conflict Outcomes Remain Uncertain, Like Schr
Given "Schroedinger's ceasefire" and "Schroedinger's Hormuz re-opening", thought this was a potentially instructive chart from @johnauthers, via @Bloomberg. #HistoryRhymes https://t.co/86srIVeKMI
Build Systems, Hire Smarter, Let Empires Grow
Stop romanticizing the hustle. Build systems. Hire people smarter than you. Get out of the way. That's how small businesses become empires.
Live Social Shopping: Time to Dig Deeper Now
Please let this be the post that forces you to start really digging in deep on what’s going on in live social shopping 🛒 https://t.co/pMu340vBxg
Tariff Pause Triggers
On This Day in History, April 9, 2025: Trump dropped a bombshell Truth Social post announcing a 90-day pause on most reciprocal tariffs (dropping them back to 10%), while hiking China’s rate to 125%. Markets went nuts: • Dow surges 2,963 points...
PCE Confirms 3% Inflation Amid Recent Shock Waves
Today's PCE report showed once again this is a 3% inflation 🌎. On Facts vs Feelings this week, we discussed the 5 big inflation shocks the past few years. https://t.co/dbovthdUvY
Corient Expands UHNW Footprint with $5.6B Vivaldi Acquisition
Corient continues its buying spree in the ultra-high-net-worth space, announcing the acquisition of another RIA, Vivaldi Capital ($5.6 billion AUM) They've been on a roll the past year https://t.co/xy8jLFknDZ
Most Stocks Lose 85% and Half Never Recover
Michael Mauboussin on drawdowns "The median drawdown for the 6,500 stocks in our sample from 1985-2024 was 85 percent and took 2.5 years from peak to trough. More than one-half of all stocks never recover to their prior highs."