Show Grace: Appreciate and Support Struggling Co‑workers
You should appreciate your co-workers more. Most people are just out here doing their best despite all the insane real world things happening outside our windows (or inside our households). Most people want to be good at their jobs, maybe even GREAT at their jobs. Most people want to learn. Yeah, sure, there are always some bad apples. But when your co-workers mess up, or are struggling, have a little grace—they're probably just trying. And hey, a little encouragement and support might get em back to normal (or even better).
Phunware Holds $100M Cash on $38M Market Cap
Any idea what is going on with Phunware $PHUN? $100m net cash on a market cap of roughly $38m, a result of its comfi ATM usage last year. Over 80% of its total assets is just cash. No idea (yet) what...
Core PCE Model Hits Near‑exact Forecast
Going to give myself a little pat on the back for core PCE model at +0.37% and actual print +0.367%
Clickable Caption Links Are Optional; Stick with Bio
Yes... there some people who have access to a new Instagram feature that allows them to have a clickable link in their caption. No... you don't need to change your entire strategy or freak out if you don't have the feature. We...
130 Years of Rising Wages, Shorter
The story of the last 130 years: -Higher real wages. -Fewer hours worked. -Transition from farms to services Progress happens incrementally, so we barely feel it. But the long-term trend is undeniably up. https://t.co/IHCs0Z7xXH
Needham’s M&A Note Erroneously Flags LLY‑VKTX Deal
1000% certain ,Needham made a mistake in their "The Biotech M&A Landscape" note -(or maybe Viking got bought and they are the only ones that know it lol) calling out a few M&A targets and inadvertently mentioning a $LLY $VKTX...
Roth's Dissent Mirrors Courts; Congressional Intent Overlooked
Judge Roth's dissent is in alignment with the majority of courts that have addressed PMs--MD, MA, MI, NV & OH. Omitted from majority opinion--any discussion of congressional intent + weird concession of "interstate gambling." Major Question, major problem. https://t.co/IORuahWUDA
Euro's Debt Charade Leaves Spain, Italy, France Vulnerable
The Euro got hijacked by high-debt countries to foster the illusion they're solvent. But yield caps don't confer fiscal space, which is why - when a shock like Ukraine hits - Spain (ES), Italy (IT) and France (FR) can't help....
Fed's Inflation Woes Predate Iran War, Stalled at 2%
NEW: Long before the Iran war began, the Fed had an inflation problem, as Feb's PCE data confirms today. Progress on reaching the 2% target had essentially stalled out, while a closely-watched metric tracking ex-housing services inflation was stuck well...
Deep‑tech Startups Raise Similar Capital, Graduate Faster, IPO More
Some eye-opening stats that undergird rising defense innovation enthusiasm from my new report on the subject (https://t.co/rRtYxEUlOB: "Deep tech startup investment was long held back by the misconception of far greater capital intensity relative to software startups. In reality, looking...
Core PCE Climbs, Fed Should Tighten Despite Energy Shock
In February, PCE less food and energy up .4% for the second straight month--12-month change remained 3.0%. Before Mideast energy shock Fed should have a tightening bias https://t.co/CuTWT2XgUi
Exit Five Hires AI‑savvy Marketers for Growth & Content
Wanted: two AI-pilled marketers for @exitfivemedia. Timing: ASAP. We just opened two new jobs at Exit Five this morning: • Growth Marketer (this is ads, discovery, conversion, and a big focus on growing our email list) https://t.co/DnQOorUR3F • Content Engineer (manages our podcast/newsletters/webinars,...
Stadium Deal Threatens Taxpayers as Officials Turn Blind
This story starts out oddly positive before taking an ominous turn for taxpayers. The stadium looks like its going to get much more expensive for the public, and the officials overseeing the deal aren't looking out for the interests of...
Rebuilding Pipelines Cuts Costs 3×, Boosts Ad Quality
Found major tech debt in our GTM stack. Rebuilt our Meta pipelines from scratch - ad quality scores way up, early costs down ~3x. Great engineering fixes a lot of ills.
Treat CTV as Video, Measure It Modernly
CTV isn’t just a channel anymore; it’s video. And if you’re still measuring it like traditional TV, you’re already behind. In Episode 2 of From Screen to Store, sponsored by @JamLoop , Tim Glover (EVP Media, USA Marketing Partners) joins AdTechGod...
OECD Calls for UK Tax Overhaul to Spur Growth
OECD urges Reeves to overhaul the UK tax system to boost growth https://t.co/jXhKmLwgu9 via @tomelleryrees https://t.co/EG8VX6kx0A
Markets Resilient Despite War, Inflation, and Midterms
Who is the 🦨at the party? In our latest Facts vs Feelings, @sonusvarghese and I discussed: * The war and inflation * The labor market isn't so bad * Midterm years * And how we are positioning our portfolios https://t.co/SCOb8I9PVL
Spending Surges While Income Falls, Spring Outlook Uncertain
JUST IN: American consumers were clearly continuing to spend (orange bars). February was the strongest spending since August. But take a look at personal income (blue bars). It was actually negative in February. Income has not always kept up with spending...
Conflict of Interest Inspires Independent, Tech‑Agnostic ERP Firm
A consultant felt conflicted, knowing their firm was incentivized to recommend SAP regardless of objective evaluation. This conflict sparked the idea for an independent, tech-agnostic ERP consulting firm. #Consulting #SAP #Ethics https://t.co/HJMmwy0znT
Women's Final Viewership Doubles Pre‑Clark, Still Below Spike
The women's March Madness final drew 9.9 million viewers That's well short of the Caitlin Clark spike two years ago, but more than double the numbers of the pre-Clark era https://t.co/kIohq3EMsj
Meta Ties Exec Bonuses to $9 Trillion Valuation Goal
"Under the program, Meta executives would only realize the full value of their options if the company hits a market capitalization of more than $9 trillion by 2031 - an increase of 500% from its current $1.5 trillion." https://www.wsj.com/tech/meta-targets-9-trillion-valuation-with-new-executive-incentive-program-64460862?msockid=1c302391d69563690da33083d70562fb
Income Dips, Consumer Spending Holds Steady in February
"Personal income decreased $18.2 billion (0.1 percent at a monthly rate) in February ... personal consumption expenditures (PCE) increased $103.2 billion (0.5 percent)." Income below expectations (spending as expected) https://www.bea.gov/news/2026/personal-income-and-outlays-february-2026
Clarifying Site vs URL Impressions in Looker Studio
Good post from Dana. I know many have been confused by this in Looker Studio -> Site Impression vs URL Impression in Google Search Console: Looker Studio Guide "When you add a GSC data source in Looker Studio, you pick your...
Turn One Idea Into Seven Daily Posts
In 2025, my little writing business generated $8,000,000. And this 1 strategy made it possible: Lean Writing. It's how I take 1 idea and turn it into 7 different posts — so I can publish every single day without running out of...
Fake Perks in Job Ads Drive Candidate Ghosting
The ‘fake #perks’ problem: How misleading job ads are fuelling ghosting @HRZone https://t.co/drpXyt9pZn #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
AI Sales Agent Ava Raises $36M to Replace SDRs
🚨 A Y Combinator startup just built an AI employee that runs your entire outbound sales, fully autonomously. It's called Ava. And they just raised $36M to replace every sales development rep. Here's how it works: https://t.co/lG4GFGMSpu
China Mulls Aid for State Airlines Amid Fuel Surge
1/5 Bloomberg: "China is considering financial relief and other measures for its struggling state-run airlines as the Iran war sends fuel costs soaring, in what could be the industry’s biggest lifeline since the Covid pandemic." https://t.co/bT7WcksHuN
Markets Care About Oil, Not Iran's Political Outcome
Regarding Iran, the market's primary concern is oil prices. Whether we "win", " lose", or fail to meet our objectives has little to no relevance for the market.
FSB Chair Flags Emerging Private Credit Stress Post‑Iran War
Financial Stability Board Chair Andrew Bailey warns stresses may be emerging in private credit after the shock to markets from the Iran war https://t.co/2mdmwBairp via @tomelleryrees https://t.co/R7mFsehmSi
Red Flags Emerge in Khaby Lame's $975M TikTok Deal
Exclusive: new red flags are popping up around @tiktok_us star @KhabyLame's $975M deal. Details from @dwhate & I: https://t.co/LRbQpJI28n
Agent Gideon Cohen Discusses Career Moves and NFL Insights
Longtime media talent agent Gideon Cohen of @AthletesFirst joins the @SBJ Sports Media Podcast this week We talk his career path, the decision by @M_Ryan02 to go from the @CBSSports to the @AtlantaFalcons front office and what else he's watching https://t.co/0Ac9dtoWNW
Italy's Record Deficit Highlights ECB's Debt‑Shielding Role
Italy's cash budget deficit in Mar '26 is the biggest ever, wider even than Mar '20 at the height of COVID. At the root of this lies the ECB, which is co-opted by high-debt countries and protects them from markets....
Nike Addresses Strange Shoulder Seam Bulge in New Kits
Nike PR said the company is “working quickly to make this right for players and fans.” Very interested to see what that entails.
From Kennedy’s Optimism to Trump’s Victim Narrative via Globotics
My new Factful Friday in up on (free) Substack; tomorrow on LI. 👉Kennedy’s confidence turned into Trump’s victimhood when the Globotics shocks (globalisation and robotics) hit the US middle class hard and social policy failed to help them adjust. 👉This week’s...
Delta CEO: Lower Oil Prices Won’t Cut Ticket Fares
Delta CEO Says Fares May Not Go Down Even If Oil Prices Drop, And That’s Fine https://t.co/li464FU5CB
Maximize Impact by Remixing Every Piece of Content
Too many folks think creation is a one-and-done event. They hit publish and move on. That’s a ridiculously flawed model. The real magic? It’s in the remix. Take that blog post, turn it into a thread. Take that thread, turn it into...
Policy Uncertainty and Market Risk Diverge Half the Time
Investors feel anxious. Iran. Oil prices. Volatile markets. The news feels relentless. But here's what 30 years of data shows: policy uncertainty and market risk are measured by different instruments, and they diverge almost half the time. ...
US Tariffs Are Leverage Tools, Not Deficit Fixes
1/2 Sam Lowe: "this isn’t really a tariff regime. It’s a perpetual leverage machine with tariffs as the enforcement mechanism." Exactly right. And that's why US tariffs so far have had so little impact on the US trade deficit. https://t.co/GutH5fGJ6s
Customer Success Stories Boost AgeTech Adoption
The Case Study That Closed the Deal. How sharing customer success stories can increase your AgeTech solutions adoption today. https://t.co/4Jl7TLdXSi #agetch #innovation #leadership #seniorliving #betterhealth https://t.co/tybCNdkePy
Q1 Global M&A Surges 20% to $1.3 Trillion
Global M&A: "Transaction values of about $1.3 trillion [in Q1] were almost 20% higher than the same period last year" -John Authers, BBG
Middle East Conflict Triggers 70% Butadiene Surge, Threatening Glove Supply
Middle East instability isn’t an energy crisis. It’s a healthcare supply collapse in slow motion. The market is tracking Brent Crude, but the critical failure is butadiene. This core feedstock for disposable gloves spiked 70% since the conflict began. War → Supply...
Amazon’s $200 B AWS Capex Backed by Customer Commitments
Amazon $AMZN CEO Andy Jassy just said: "We’re not investing approximately $200 billion in capex in 2026 on a hunch" ... "Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already...
PCE Inflation Data Set to Drive Market Volatility
🚨 Morning Market Rundown – April 9, 2026 🚨 PCE inflation day — this is THE key macro read for the Fed 👀 expect volatility 🗓️ Economic Events: 0830 - PCE m/m (Feb): Exp 0.4%; Prior 0.3% 0830 - PCE y/y (Feb): Exp 2.8%;...
Sling TV Launches $20 ESPN Package, Cheapest Streaming Option
The Cheapest Way to Stream ESPN? Dish’s Sling TV Debuts $20 Monthly Package With ESPN, ESPN2 and Handful of Other TV Channels https://t.co/UR2QksO1Fs
Dominate Zero‑Click Keywords to Become Google’s Trusted Source
Target ZERO-CLICK keywords strategically. Instead of avoiding keywords where Google shows the answer directly, dominate them. When people see you're the source of Google's answer, they trust you for deeper questions.
Lebanon Holds Ceasefire Fate, Tehran Exploits Excuse
Lebanon will make or break the ceasefire. (But also it is a convenient excuse for Tehran)
Wipro Announces 2026 Share Buyback Meeting Date
Wipro Buyback 2026 Coming | Buyback Meeting Date . . . .#stocks #stockmarket #ipo #buyback #trump
Cayman Islands Poised to Profit From Iran‑Dubai Conflict
The Cayman Islands is among the offshore financial centres that could benefit from Iran’s attacks on Dubai.
Google CEO Predicts Agentic Search, Admits Long-Term Uncertainty
Google's CEO envisions information seeking queries becoming agentic search while conceding the future is unpredictable beyond one year out. https://t.co/tExkqLxphP
Ask Smart Questions, Skip the Interview Mistakes
The best and worst questions to ask at the end of a job interview. https://t.co/t0WwO1NBjd #jobs #jobseekers #work #jobinterview #JobOpening