Social•Mar 9, 2026
Iran Conflict May Cement China’s Energy Dominance
How the Iran War Could Consolidate China’s Energy Dominance - Amid global oil and gas disruptions, China stands prepared for the electrostate era. https://t.co/XjVHuN91u9
By Evan Feigenbaum
Social•Mar 9, 2026
U.S. Pays More for Oil Despite Domestic Production
U.S. consumers are hit harder by rising oil prices than Europeans because we use more oil. The fact we produce it here doesn't help consumers, unless we tax the oil industry https://t.co/DZQmvyBSMk
By Dean Baker
Social•Mar 9, 2026
US Energy Exporter Still Vulnerable to Oil Price Swings
Post-pandemic, American consumer (homeowner) debt was locked in cheap for ever and it made the Fed’s job more difficult. Raising rates didn’t impact spending as much. But we drive big cars long distances so oil spikes impact our spend...
By Mike Simonsen
Social•Mar 9, 2026
50+ Expert Forecasts Shape AI Governance and Security Priorities
RT Digital transformation is hitting a new phase. These 50+ expert predictions on agentic AI, governance, and security outline what leaders must prioritize now. #DigitalTransformation #AI #CISO @Star_CIO https://t.co/zhlbEwiusI
By Isaac Sacolick
Social•Mar 9, 2026
Three Major M&A/SPAC Deals Unveiled Today
Today's M&A and SPAC notes $TALK to be acquired by $UHS for $5.25 cash per share, 10.3% premium, $835 million $PLMK announced a business combination with Controlled Thermal Resources $ALIS announced a business combination with GoodVision https://t.co/m3Y3HvkUbt
By Julian Klymochko
Social•Mar 9, 2026
War's Oil Surge Mirrors $50 Carbon Tax Estimate
fun fact: at $90/barrel, the impact of the war is equivalent to a ~$50/ton carbon tax, right where the biden administration estimated the social cost of carbon
By Ian Bremmer
Social•Mar 9, 2026
Japan Lifts YCC; Iran Targets UST Market Vulnerability
10y UST yield (blue, RS1) USDJPY * oil (red, LS) USDCNY * oil (green, RS2) Since Japan lifted YCC on 10y JGBs 👇 "Iran doesn't have to beat the US military; it just has to beat the UST market" -Title of 3/3/26...
By Luke Gromen
Social•Mar 9, 2026
Vibe Coding Fuels Success, Despite the Haters
All these smartasses think it’s vibe coding I made Posterous (one of the biggest Rails sites in the world at the time) and Bookface (a social network used by half of YC alums daily) If you can fly, you fly to...
By Garry Tan
Social•Mar 9, 2026
2026 Budget Cuts Growing Unlikely, Odds Triple
The odds of no cut in 2026 jumped from 5% to 17%. The White House wants many cuts, but the truth is that is getting harder. Only one cut is priced in today. Two weeks ago it was about a...
By Ryan Detrick
Social•Mar 9, 2026
Rising Oil Prices Set to Push US CPI Above 3%
Lower energy prices were keeping US inflation rates from rising. But that tailwind will turn into a headwind in March with prices spiking on a YoY basis. We could easily see CPI rise above 3% if Crude Oil stays above...
By Charlie Bilello
Social•Mar 9, 2026
Human‑AI Hybrid Teams Define the Future of Work
🚀 The Future of Work is Humans with AI The workplace is undergoing one of the most profound transformations in modern history. Rapid technological progress, shifting employee expectations, and global disruption are redefining how work gets done. But the biggest change isn't...
By Elena Carstoiu
Social•Mar 9, 2026
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
By Paul Triolo
Social•Mar 9, 2026
Energy Crunch at Hormuz Threatens Global Supply Chains
Chinese WSJ: Severe energy crisis with limited shipping thru the Strait of Hormuz. What kind of crisis will it bring to global logistics and supply chains? Fuel for transporting goods for manufacturing and retail. Businesses and consumers.
By Tom Craig
Social•Mar 9, 2026
Both Failures and Successes Hide Many Broken Pieces
When a startup fails… Typically 10-20 things were very broken. Which one(s) “caused" the failure? In successes, 10-20 things are 𝘢𝘭𝘴𝘰 broken, but it didn't matter. So, what do we learn from the 10-20 things? Anything?
By Jason Cohen
Social•Mar 9, 2026
Iran War Doubles Oil Moves, Halves Dollar Impact
Compared to the 2022 Russia-Ukraine invasion, this Iran war has produced 2x the move in oil, but only 1/2 the move in DXY. This is exactly what I'm talking about playing out - the dollar is structurally challenged. https://t.co/H1VIqKNbr7
By Quinn Thompson
Social•Mar 9, 2026
Hormuz Reopening Could Trigger Sharp Dollar Decline
The Dollar (blue) and rate differentials (black) are massively diverging. When the Strait of Hormuz reopens - even if only a little bit - we'll see a very large drop in the Dollar. We're still very much in a regime...
By Robin Brooks
Social•Mar 9, 2026
Moj
Mojtaba Khamenei, son of Ayatollah Ali Khamenei, became the third leader in the history of the Islamic Republic. The Venn diagram of what is acceptable to Israel and the United States, and what Khamenei can credibly offer, has no overlap...
By Constance Hunter
Social•Mar 9, 2026
Trump's DOJ Shakeup Leads to Ticketmaster Settlement
When the Trump administration canned DOJ antitrust chief Gail Slater, we wrote that all eyes should be on the Live Nation/Ticketmaster case -- watching to see if her ouster paved the way for a settlement. Today: Settlement.
By Dan Primack
Social•Mar 9, 2026
Aggressive 2026 Territory Plan: Deep Research, Quick Wins
Received my territory for 2026 (in mid Jan) and boy am I pumped up. Here’s a glimpse into my book. -6 Tier 1’s -8 Tier 2’s -16 Tier 3’s And 5 strategic customers with whitespace potential. Glimpse into my Tier 1 strategy for 2026: -Google...
By Brian LaManna
Social•Mar 9, 2026
Tariffs Linked to 240k Job Losses in Manufacturing and Transport
"Tariffs may have affected manufacturing employment, which declined by 119,000 in 2025. Likewise, the trade sensitive transportation and warehousing sector declined by 123,800." https://t.co/ed9bs6nNSn
By Scott Lincicome
Social•Mar 9, 2026
Your Role Changes, Your Identity Stays—Step Back
You built your agency on being the best designer in the room. But the thing that got you here is the thing that’s keeping you stuck. Now, somewhere between $200K and $500K, the thing you built your identity around—being the person...
By Dan Mall
Social•Mar 9, 2026
Oil Supply Deletion Drives Prices, Volatility, and Market Stress
$WTI above $100. $VIX above 33. Nikkei down 5.4%. The Strait of Hormuz is effectively closed. Zero tankers transiting. This isn't a supply disruption. It's a supply deletion. And the SPR is at 40-year lows. https://t.co/WaTisWuS4y
By Michael A. Gayed, CFA (Lead-Lag Report)
Social•Mar 9, 2026
Iran's 70% Output Cut Predicts Oil Price Decline
Iran's oil production is down 70%, according to reports. When the fifth largest oil producing country in the world (at 5 million barrels a day) drops like this, we now know what the underlying asset price will do. https://t.co/jRLuiAK0xM
By Ryan Detrick
Social•Mar 9, 2026
Western Economies Can't Afford Stagflation Amid Rising Deficits
Western economies cannot afford stagflation, particularly with current deficits. Before the "war" started. The Calligulino administration is composed of dimwits incapable of grasping the consequences of their actions. https://t.co/dtGLn9cwTw
By Nassim Nicholas Taleb
Social•Mar 9, 2026
NYC RIA Seeks Mid‑Level CIO with CFA Credentials
An RIA we've worked with over the years is actively looking to hire a CIO. Some of the specs are below: 1) Mid-level experience (5-10yrs) 2) NYC area 3) CFA/CIO-savvy and can chat with clients 4) Focused on investing and not advising DM/email if interested.
By Wes Gray
Social•Mar 9, 2026
New Recruiting Insights in Issue 258 Newsletter
Check out the latest article in my newsletter: This Week, In Recruiting - Issue 258 https://t.co/vuBoB9ef2w via @LinkedIn
By Hung Lee
Social•Mar 9, 2026
Closed Hormuz Strait Shifts Oil Risk to Reopening
The Strait of Hormuz is closed. It's not going to get more closed than it already is. All the risk is now on the other side, i.e. when and to what extent it opens. You can bet Trump is very...
By Robin Brooks
Social•Mar 9, 2026
Quantum Threat Drives Enterprise Shift to Post‑Quantum Crypto
Great conversation with enQase We discussed why #Quantum Threat & Post-Quantum Cryptography is becoming a top priority for enterprise #CISOs & #CTOs 📍FULL episode👇 https://t.co/QSA6g4byhP 📍Sched your mtg at #RSAC 👇 https://t.co/qQiSVb0J91 #PQC #cybersecurity #CEO https://t.co/FORk5259Nc
By Shira Rubinoff
Social•Mar 9, 2026
Even Founders Warn: GEO Hype May Be Misleading
From the cofounder of an AI search visibility platform (@lil_bsz) on Reddit -> The GEO Bullshit - State of GEO in 2026 From him: "I’m a co-founder at an AI search visibility platform. By all accounts, I should be...
By Glenn Gabe
Social•Mar 9, 2026
Buy Gold Above $5200 as Dollar Strength Persists
Macro: USD & yields up; oil spike lifts risk‑off. Key: $5000 sup, $5150–$5200 res. Risks: Middle East safe‑haven vs dollar strength. Trade: Buy on decisive close >$5200. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
By Viktor Kopylov, PhD, CFA
Social•Mar 9, 2026
Stagnant Jobs and Oil Spike Signal Recession, Defense Favored
Recent employment trends combined with the oil price spike suggest recession risk is rising, and this was not on the market's bingo card this year... Though February job losses were skewed by one-time effects, the weakness is nonetheless part of...
By Gina Martin Adams, CMT, CFA
Social•Mar 9, 2026
Deposit Value First, Then Ask for Sales
Your email list is a relationship bank account. You need to: • Make deposits (give value) • Before making withdrawals (ask for the sale) All roads lead back to giving
By Jon Brosio
Social•Mar 9, 2026
AI Success Requires Human Transformation, Not Just Tech
Why do so many organizations report AI adoption, yet see limited returns? New data suggests it’s not just execution. Fear of becoming less relevant, or even replaced, leads employees to “use” AI without truly embracing it. The real shift? Treat AI...
By Harold Sinnott
Social•Mar 9, 2026
Crack AI Gatekeepers: Get Your Outreach Noticed
Last chance to join us live for this FREE webinar. If your outreach feels like it’s disappearing into a black hole, there’s a reason. AI filters are screening messages, executive assistants are trained to block you, and decision makers are drowning...
By Jeb Blount
Social•Mar 9, 2026
Piers Morgan's Uncensored Names Rashida Jones CEO, Raises Funds
INBOX: Uncensored founded by Piers Morgan, appoints Rashida Jones as CEO, and secures capital raise to fund expansion.
By Claire Atkinson
Social•Mar 9, 2026
How Energy Crises Begin: Lessons From Iran
My debut in @TheFP - This Is How an Energy Crisis Starts - by Ellen R. Wald https://t.co/8Isvg3TkzQ @ACGlobalEnergy #oil #iran #oott
By Ellen Wald
Social•Mar 9, 2026
Iran Conflict Could Halt Grain Surplus Recovery
Commodity Price Pumps and Iran vs. Russia's Ukraine Invasion - The US exports about 25% of its grain production, and prices have been declining on the back of the 2022 spikes, which incentivized more supply -- notably from Brazil. Russia's...
By Mike McGlone
Social•Mar 9, 2026
Hormuz Closure Threatens India's Energy Supply
A 33 km waterway which is 3000 km away from you can decide how much you must pay for petrol, cylinder etc. A 33 km waterway between Iran–Oman called the Strait of Hormuz. 20% of global crude oil passes through this route,...
By Monica Malik | PrettyMuchFinance
Social•Mar 9, 2026
Iran Conflict Disrupts Fed’s Economic Forecast Again
The war in Iran is scrambling the economic outlook for the Federal Reserve — again. https://t.co/TGmVeLOISN
By Victoria Guida
Social•Mar 9, 2026
Meta Unveils Vibes AI Studio to Rival Sora
Transforms it into a tool like Sora or Google Flow -> Meta silently launches Vibes AI editor to challenge rivals "Meta’s Vibes appears to be transitioning from an AI video feed into a dedicated creation studio. After earlier indications of a...
By Glenn Gabe
Social•Mar 9, 2026
Do AI Creators Feel Safe Voicing Ethical Concerns?
Question for your next meeting: "If the people building our AI systems had ethical objections, would they feel safe raising those concerns?" Most leaders assume yes. Very few have tested it. The answer matters more than your AI roadmap.
By Yves Mulkers
Social•Mar 9, 2026
Corporate Strengths Can Become Small Business Traps
C-Suite Skills That Can Hurt You in Small Business. Why corporate strengths can become small business traps. https://t.co/MoFjG79ZNj https://t.co/S0CdFXiYiy
By David C. Barnett
Social•Mar 9, 2026
Google Search AI Evolution Explained by Liz Reid
Google's Liz Reid on the progression of AI in Google Search - here are my notes on that interview by @alexeheath https://www.seroundtable.com/liz-reid-google-ai-search-41044.html #google #googleai #googleaimode
By Barry Schwartz
Social•Mar 9, 2026
Prolonged Hikes Risk Pushing Economy Into Recession
put it this way, if this situation last long enough for central banks to hike, they'll end up hiking into a recession
By Dario Perkins
Social•Mar 9, 2026
Pre‑emptive Oil Purchases Could Offset Iran Bombing Price Spike
I don't think you have to Nostradamus to figure that bombing Iran might raise oil prices. And it seems pretty obvious that buying oil in advance of causing an oil price spike might just save Americans a lot of...
By Justin Wolfers
Social•Mar 9, 2026
Oil Shock Risk‑off Still Incomplete, Metrics Lag
"Historical risk-off moves after an oil shock have generally required at least one of: Large and sustained oil price spike...Hawkish policy response...Broader macro damage:" Deutsche Bank. We're "closer than a week ago, but on several metrics we aren’t quite there...
By Lisa Abramowicz
Social•Mar 9, 2026
Automation Fears Ignore How It Democratizes Access
When automobiles first appeared, they were built by hand. Craftsmen assembled them the way carriage makers built horse-drawn wagons. Skilled mechanics fitted parts together piece by piece. It was slow, deliberate work, and if you owned a car in the early...
By Joe Pulizzi
Social•Mar 9, 2026
Markets Price Rate Hikes as Central Banks Stay Hawkish
On central banks: Judging from the shift in market probabilities of interest rate actions, the markets now believe that single-mandate central banks (that is, price stability), such as the Bank of England and the European Central Bank, are in no mood...
By Mohamed El‑Erian
Social•Mar 9, 2026
Discussing How to Bring Oil Below $100
I’ll be coming up on @BloombergTV in a few to discuss zooming #oil prices with @lisaabramowicz1 & @FerroTV Can anything be done to bring oil under $100 in the foreseeable future? @ACGlobalEnergy #oott #Iran https://t.co/hJJBdEoPvU
By Ellen Wald
Social•Mar 9, 2026
Italy Risks Iran Setback to Escape EU Scrutiny
Italy risks Iran setback in a bid to exit EU scrutiny, Scope says https://t.co/fGVWOIJe8n via @CraigStirling https://t.co/7T2WI2wmif
By Zöe Schneeweiss