Spain Seeks ECB Board Seat, Not for Cuerpo
Cuerpo says Spain wants an ECB board seat, but it won’t be for him https://t.co/CTzpWUPcjU via @flacqua @basteiro https://t.co/L5JRxkNcxq
Fix One Constraint, Unlock 80/20 Business Growth
i built a free claude skill on the framework mrbeast built his $5B empire on: the theory of constraints. from the same book he made his first 250 employees read. it's basically the 80/20 fundamentals of business growth: there's really one thing on...
Ray Martinez Leads Higher Ed GEO/SEO Innovation at SEOweek
I don’t know if there’s anyone on the level of @RayMartinezSEO in Higher Ed GEO / SEO right now. Pure fire… He’s sharing pure gold right now at #SEOweek 🚀 https://t.co/vwOjxkG4qQ
Union Accuses Nacon of Killing Spiders Studio
French union representing some Spiders developers blasts Nacon for "murdering" the studio. It says Spiders was not allowed to sign outside deals for contract work and multiple recent games were canceled with no plan B. https://t.co/NxQIdwg4YA
CEOs Admit Overly Romantic View of Job Security
CEOs say the darndest things: "We've been a little bit too romantic about the idea that we should have employees and give people long-term job security.” -Maria Sayans of Ustwo Games https://t.co/DGFdeQRxVW (h/t @MaxKnoblauch)
Yen Breaches 160/$: Markets Test Policy Limits
It's not just oil, UK yields, etc... In fact, the pace is starting to feel a little relentless as markets blow through what I regard as various "pay attention" levels. This includes the breach of 160 ¥/$ (CNBC chart below)....
No Fed Dot Plot—FOMC Statement Takes Center Stage
There's no Fed dots today, which means that until Powell's last (and 64th—but who's counting) press conference at 2:30 pm, it's just the FOMC statement to do the heavy lifting. Here's what I'm watching: https://t.co/8sdY0wHDV8
From Tea Stall to $20B: Vietnam’s Underdog Tycoon
He grew up in post war Vietnam in a home supported by his mother’s small tea stall. Then he built a business in Ukraine and later sold it to Nestle. He is now the richest man in Vietnam with a...
Valuation without Purpose: Fundraising Posts Lack Company Description
Call me old fashioned, but I will never get used to seeing fundraise posts with a valuation but no mention of what the company does (exceptions begrudgingly made for household names).
Flattened Lottery Odds May Spur More NBA Tanking
I like aspects of the NBA anti-tanking proposal, but I'm wary of flattened lottery odds, since flattening the odds in 2019 actually led to more tanking An 8.1% chance at the No. 1 pick for the 11-seed seems like a strong...
Xbox Employees Receive New Xbox Email Addresses
scoop: Microsoft is giving Xbox employees an Xbox email address. The change is part of scrapping Microsoft Gaming in favor of Xbox and the "We are Xbox" effort. Details here 👇 https://t.co/8vTg135inV
Iran War Pushes Fed Cuts Out Past 2027
Almost three Fed rate cuts have been priced out from July 2027 meeting since beginning of Iran war. The chart below shows the implied rate for July 2027; source: Bloomberg https://t.co/sZt0N3IHO2
Venezuela and North Korea Lead Global Inflation Surge
#HankeInflationDashboard: By my measurements, this week's top 5 inflators are: 🇻🇪Venezuela — 534.9%/yr 🇰🇵North Korea — 229.9%/yr 🇮🇷Iran— 112.3%/yr 🇸🇩Sudan— 63.4%/yr 🇸🇾Syria — 45.2%/yr https://t.co/X6VMtDAGGw
Working Capital Defined: Sparking Debate on Its Nuances
Good definition of working capital. Will surely spark debate on subtle nuances of what WC represents
Iran Conflict May Curb Growth, Not Just Spark Inflation
"Ultimately, the key question is whether the dominant effect of the Iran war is higher inflation or weaker growth. Markets have so far leaned toward the former. If the latter proves more important, investors will need to broaden their approach—seeking...
OFAC Confirms Hormuz Toll Payments May Trigger Sanctions
OFAC confirms what I’ve been been saying for weeks U.S. Treasury Warns Hormuz ‘Toll’ Payments to Iran Could Trigger Sanctions https://t.co/trxwCyJZO3
Euro's Q1 Plunge and April Rebound Signal Policy Repricing
Euro and ECB: The euro' fell nearly 1.65% in Q1, only to claw back about 1.25% in April. At one level, that looks like noise within a broader range. At another, it reflects a market that has been repeatedly and...
Private Credit Turmoil Makes BDCs More Attractive
The poor sentiment toward private credit funds has dragged down many high-quality BDCs, as well as weaker ones. The chaos and bad press surrounding private credit funds are not reasons to avoid BDCs. In fact, we think it’s a...
India's GDP Surged 9x; Slower Growth Ahead, Still Profitable
Indian GDP 📈 Year 2000: $468 Billion (USD) Year 2025: $4.19+ Trillion (USD) A 9x growth in the size in 25 years The next 25 years we won't get a similar growth rate & it will affect the stock market returns as well Be informed &...
Chiesi Acquires KalVista for $1.9B Rare Disease Drug
Chiesi to buy KalVista in $1.9B deal for rare disease drug https://t.co/VR9hDYGLGJ by Kristin Jensen $KALV $PHVS $NTLA $BCRX $IONS
Redesign Workflows for Humans, Agents, Robots to Unlock $2.9T
By 2030, $2.9 trillion of economic value could be unlocked in the US—if organizations prepare their people and redesign workflows around people, agents, and robots working together. 33% of US jobs are people-centric, 40% are agent or robot-centric, and the rest are hybrid....
Weighing AI's Benefits and Risks in First-Party Experiences
I am quoted here. The pros and cons of adding AI to first-party experiences https://t.co/AVLLyRxYfs
Kalshi’s Legal Victory Paves Way for Predictive Markets
I sat down with the co-founder and CEO of Kalshi (@mansourtarek_), a prediction market reportedly worth over $20 billion. After years of struggle, Kalshi won a regulatory battle, culminating with their successful suit to overturn a CFTC decision, giving them the...
Shareholders Should Replace Sam Altman as OpenAI CEO
Sam’s not the right CEO for OpenAI anymore. He squandered their lead, failed to deliver the AGI he promised, flailed productwise, and torched his own reputation; meanwhile he is burning money at a unprecedented a rate. If I were a shareholder,...
GitHub Copilot’s Price Spikes Expose Lack of Own Coding Model
Microsoft / GH Copilot is now paying the price for not owning a foundational model of their own that is good at coding. They now need to resell the markup of OpenAI, Anthropic, Google Cursor was v smart to build...
Canada Yields Rise Independently of Recent Rate Cuts
when they tell you that Canadian rates (yields) are rising and the @bankofcanada is all to blame, just tell'em they're wrong... 5-year Canada yields bottomed in '20 (like global yields) they spent the past few years consolidating and are now moving...
Top Indian Fund Paves Way for Alternative VC
A Top India Fund Shows One Path for a Different Kind of VC @followthemani https://t.co/Z3EnvJp0iP
UAE Leaves OPEC: Strategic Shift Explained
HOT OFF THE PRESS: My interview in @FortuneMagazine with @MrShawnTully, "Take the Money and Run": Why the UAE Quit OPEC https://t.co/VBoanrelVc
Great Collaboration Mirrors Jazz: Listen, Improvise, Keep Groups Small
In jazz, there's no script: You have to figure things out as you go along. Sometimes you need to sit back and let others drive things; other times, you blare it out yourself. To do the right thing at the...
EBSCO's Organic Surge Shows E‑E‑A‑T Power
The site @EBSCO is still surging in organic visibility - I believe this is a great example of an E-E-A-T-driven case study for SEO/AI search visibility. https://t.co/lI4fDdMXmg
Market Eyes Powell's Future at Today's FOMC Meeting
Main thing that's relevant in today's FOMC meeting is any guidance on whether Powell plans to remain as a fed governor or not
Central Banks Maintain Strong Q1 Gold Purchases Despite War
While this captures two months pre war and while gold has likely been a source of funds for some foreign countries post war, central bank buying still strong in Q1. https://t.co/vQDtnkXVdj
Dollar Rise Triggers Endless Loop of Economic Paradoxes
The dollar is rising Why? Because bond yields are going up Why? Because Oil prices are rising Why? Because the UAE left OPEC Why? Because Trump blocked Hormuz Why? Because the dollar is falling Why? Because real interest rates are negative Why? Because inflation is rising Why? Because - Damn it - Don't you get it...
Current Workforce Displacement Is Real, Measurable, Accelerating
This is so good. @clarashih thank you for brining rationale thought to a conversation being fueled by extremes. “Whether AGI arrives in 2030 or 2045, the workforce displacement happening right now is real, measurable, and accelerating”
Offshore Dollar Deposits Top $14 Trillion, Dominance Grows
Despite all the noise about de-dollarization, the FT reports that offshore dollar deposits just SURPASSED 14 TRILLION DOLLARS. The dollar is FAR AHEAD of any rival and its lead is INCREASING. KING DOLLAR = REIGNS SUPREME. https://t.co/A48y0RhHY4
Markets Must Push Harder as US 10‑Year Hits
Markets need to try a lot harder if they want Trump to tap out in Iran. US 10y above 5% and 5-to-10% lower in Spoos, at least ...
AI Measurement Framework Redefines ARR for CFOs
I'm climbing Mt. ARR in San Francisco today. Join me? Agentic AI and outcome-based pricing are changing the ARR game, though. I just released: The Four Layers of AI Measurement: A CFO’s Framework You can catch it here: https://lnkd.in/g-dAKKVh I...
Hire for Fit, Not Prestige: Match Skill to Role
Every founder gets told to hire the best people. Ev Kontsevoy built Teleport to 8-figure ARR and disagrees. Most roles do not need a PhD in physics. Match the candidate to the job. Stop chasing L5 engineers out of Google...
Great Bosses Empower, Protect, and Lead by Example
The bosses we remember: 1 told us our work mattered 2 opened career doors 3 defended us when we needed it 4 recognized and rewarded us 5 developed us as leaders 6 inspired us to stretch higher 7 led by example 8 provided us a safe space to...
War‑Driven Inflation Undermines BoC Rate Hike Effectiveness
Bank Of Canada: NO CHANGE This was a guaranteed result: there was never a doubt Bank Of Canada: NO CHANGE This was a guaranteed result: there was never a doubt It's so simple, the War In The Middle East creates inflation The BoC...
Get Seen Early: AI Search, Peer Networks, Reviews
B2B buying decisions form before your sales team gets involved. Learn three ways to make your brand visible where it counts – in AI search, peer networks, and review platforms. https://t.co/IwwEQA7aOT via @alexanderkesler, @sejournal
LFCR Undervalued; Upcoming Site Transfers Could Drive 25% Margins
$LFCR beaten down again on fears of equity issuance, lingering preferred concerns, and general liquidity worries. They have enough liquidity to cover the preferreds. Debt is not a concern as of yet. Meanwhile, the company has reported 5 site transfers in the...
Broker Loans: Step‑by‑Step Payment Flow Explained
“How a broker loan works: 1. Buyer creates a loan agreement... 2. Broker gives a credit memo... 3. The buyer submits the credit memo to the seller... 4. The seller pays the broker with the credit memo... 5. The buyer...
HR AI Fails Without Context, Not Bad Tools
Most HR teams don’t fail at AI because of bad tools. They fail because there’s no context. AI in HR only works when it understands what matters—laws, policies, real workflows. Without that, automation gets risky fast. Ana explains why this keeps happening. Comment “HR”...
OPEC+ Collapse Threatens US Shale with Price Volatility
Au contraire, @WSJ: A fractured or absent OPEC+ is a disaster for the US oil industry and foreign policy. No OPEC+ = Wild Price Volatility = Gut punch for high-cost US shale oil, the first victim when oversupply...
Leaders Must Confront Misaligned Employees During Organizational Revamps
“When you’re revamping the performance, talent, culture, and entrenched ways of working in a team/org., some incumbent employees may just not fit the bill. Any leader worth their salt must address the issue unequivocally.” 📌 https://t.co/gNw3MlEKqF #leadership #management #HR https://t.co/B4Cpz54bDj
Apple’s Stalling Scheme Collapses, EU Regulators Remain Paralyzed
EU regulators are currently paralyzed into inaction as Apple manipulates US trade relations to discourage Europe from enforcing its own competition law. Thankfully, Apple’s attempt to stall the US law enforcement process with frivolous appeals has collapsed yesterday.
Iran War Shock Trades Hurt US Asset Positions
If you're expressing Iran war shock trades in US related assets, you're gonna have a bad time
Treasuries Near Multi-Year Breakdown Ahead of Powell's Final FOMC
$TLT Weekly. Headed into Powell's final FOMC, Treasuries on brink of not just multi-month breakdown but multi-year as well. Bear flag threat here, which means risk of rates spiking higher yet https://t.co/BKBIEADTxm
Reversing Inflation: A Disastrous Lesson From Japan
Absolute clown show on BTV: "I believe we should not just slow but reverse inflation." Worked well for Japan, Neil.