High‑frequency Gauge Predicts Turkey's CPI Decline
#TurkeyWatch 🇹🇷: Some question Turkey's official CPI inflation drop from 31.58%/yr in Feb. to 30.87%/yr in Mar. I don’t. My high-frequency inflation measure is 20.9%/yr. That's below the official measure. My measure always leads the official measure, so the fall was expected. https://t.co/qnNcnSsDck
Birmingham's Promotion Sparks Record Revenue but Unsustainable Losses
Birmingham submit 24/25 accounts when the club was promoted from League One. 🔑 figures ⚽️Revenue £36.5m ⬆️ 36% (record for non parachute club in L1, as are most of these figures) ⚽️Wages £38.9m ⬆️ 9% ⚽️Wages 107% of revenue ⚽️Employees 358 ⬆️76 ⚽️Ave weekly wage...
US‑China Year Delayed, Focus Shifts to May
Did a lengthy interview with @AmChamSh Insight magazine on what was supposed to be the "Year of US-China". But, ya know, events interjected in this topsy turvy world. Still, I'm sure we will be turning our attention to this come...
Kipushi Zinc to Boost US Critical Minerals Stockpile
Ivanhoe’s Kipushi zinc concentrate could support US critical minerals stockpiling through a proposed Mercuria and Gécamines deal. https://www.metalnomist.com/2026/04/kipushi-zinc-concentrate-could-link-drc.html
She’s Actually Talking About Betting on NFP Data
Many people making fun of this but I think she just means betting on monthly BLS payroll data (NFP)
Stay Active, Prospect, Adapt—Win in Uncertain Markets
Waiting will cost you. Stay active. Keep prospecting. Adapt. That’s how you win in uncertain markets. #Sales #SalesStrategy https://t.co/FpRtFRxFp4
Time for a New AI‑Age Management Playbook
"All of us read and follow Andy Grove's 'High Output Management.' Its time for a new playbook built for managing in the ai age." - @wadefoster, Zapier #DorseyMode
Y Combinator: Unmatched Founders, City, and Opportunity
Always a pleasure to speak at @ycombinator. More bullish than ever. Exceptional founders. Best city, best time, best opportunity to build in generations. https://t.co/YWjCu3Ldo6
Philippines Faces Energy Crisis Amid US‑Israeli Conflict
Since 2008, Philippines’s economy has put in a strong performance. But, thanks to the US-Israeli war on Iran, PH is going to take a hit. It has ~50 days of oil reserves left and has declared a national energy emergency. PH should send...
Iran Conflict Sparks 2026 Global Food Price Surge
Iran war impacting farmers in Iowa. This is an example of how food prices will escalate globally in the rest of 2026. This plays out badly for farmers in Iowa making a loss. But it’s an even greater tragedy for...
How CEOs Should Respond to AI Business Disruption
CEO themes and insights how does a CEO respond to AI business disruption? by @Timothy_Hughes https://t.co/VRpUL8IMsA @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #Leadership #ArtificialIntelligence #MarketingStrategy https://t.co/itMozGZntK
Constructed Limits Mask Truth, Narrowing Unseen Possibilities
Many of the limits we operate within are not structural, they’re constructed. Labels, hierarchies, “how things are done”, they feel real because they’re repeated, not because they’re fixed. The danger isn’t constraint; it’s mistaking convention for truth. Once that happens,...
335 Customers at $25 = $100k SaaS
50/335 . Once I have 335 users paying me $25 per month, I have 100k SAAS business thats crazy.
Hormuz Closure Irreversible: Once Shut, No Reopening
The Strait of Hormuz May have been “shut” like a tap. It cannot be turned back “on” like a tap.
Hormuz Rerouting Offsets Shortfall, yet 13 MMbpd Remains
Flow through the Strait of Hormuz doesn't need to re-reach pre-war levels to normalize global balances thanks to rerouting (and constant Iran flow) But we still have ~13 MMbpd of production shut-in That's how much more we'll need to push through Hormuz...
Oil Prices Dip After US‑Iran Ceasefire News
Please see the CNBC chart below for the initial oil market reaction to the US-Iran ceasefire announcement. #economy #oil #energy #markets
Markets Rally When President De‑Escalates, War Hurts Business
It's just an utterly relentless pattern: Every time the President de-escalates in the Middle East, the stockmarket in the U.S. rejoices. It's like they think war is bad for business. https://t.co/tuQpxlqjGB
One Prompt Generates Full Threads Report via Threadsight
You can get a full report of your Threads with one prompt if you are using @threadsight.xyz So easy..!
Experience = Exposure, Not Years—Prove Your Problem‑solving
“2+ years experience required” doesn’t mean: Go away. It means: Show me proof you can solve real problems. Experience isn’t time. It’s exposure.
US‑Israeli Strike Provoked Hormuz Closure, Not Iranian Aggression
Why was the Strait of Hormuz shut down? It’s because Israel & the United States attacked Iran. In the Western media, the story is spun as if Iran initiated the closure. Iran is just counterattacking. The original cause is clearly the US-Israeli attack...
Used Car Prices Soar, Signaling New Inflation Pressures
Used Vehicle Wholesale Prices Jumped. That’s How it Started in 2020 when Broad Inflation Took Off. These new inflation pressures suddenly building up in the pipeline are concerning https://t.co/B4HOh7mQGF https://t.co/9BkcLbGOSG
Agentic AI Powers Rapid Rocket-Tracking App for Student Entrepreneurs
🤖 Just did the kickoff guest lecture at Stanford Business School for "The AI Awakening" — a new class cross-listed with CS where the students will use agentic AI to forge new businesses in 3-person teams. So I vibe coded a...
Hormuz Ceasefire Permits Mere 10‑15 Ships Daily
From account close to Tehran—not saying it’s correct, but it’s the first real colour we’re getting on what any interim Hormuz reopening during the ceasefire could look like: “During the two-week ceasefire, only about 10 to 15 ships will be permitted...
Enterprise DevOps Must Treat Ops Like Product
SaaS teams treat operations as part of the product. Enterprise DevOps should do the same: reliability, observability, and UX are non-negotiables, not afterthoughts. #DevOps #CIO https://t.co/e4TERhpY2r
NCAAW Title Draws 9.9M, Matching Clark‑Reese Final
The NCAAW title game drew 9.9 million viewers despite being a blowout. That’s about the same as the 2023 Caitlin Clark/ Angel Reese final.
US Trade Deal with Iran: Biggest Policy Blunder
Trying to catch up because we went out to dinner at DQ as a family in case Trump did his "a whole civilization will die tonight" demented bullshit and the world changed. Thankfully, he TACO'd. So, the agreement that Trump...
Future Impacts Already Set Despite Strait Reopening
Even if the Strait fully opens and stays open…the ramifications 6-9 months down the road are already baked in. https://t.co/wlXmGv0rls
ManiacVC Built as Fully AI‑Native Investment Firm
this is why i chose to build @maniacvc to be AI native from the ground up. all of maniac is AI native from outbound sourcing, analyst work, inbound handling, investment memos, and everything in between.
Chinese Banks' Net Dollar Exposure Surges Dramatically
To be blunt, no one gave this memo to China's banks External dollar assets up, external dollar liabilities down -- net long dollars way up. and we already know from other banking data that the dollar long increased significantly in...
Answer Engine Optimization Boosts Conversions by 40%
Misunderstood Marketing - : The 40% Conversion Moat: Why Answer Engine Optimization Is the New Discovery Standard https://t.co/RRwJAIWTjG
Copper Valued at 4% of Global Debt, Highly Undervalued
Very intriguing chart. The copper market sits at roughly 4% of global debt — still multiples below prior peaks. A simple way to frame just how undervalued the metal is relative to today’s macro imbalances. Now layer in the structural demand tailwinds. Game on. https://t.co/wv1i1hARmY
China Trims BoP Surplus; US Deficit Likely Understated
I have noted, with concern, how China shades down its BoP goods surplus after a 2022 statistical adjustment. It should also be noted that the preponderance of evidence (see today's reporting by @AnaSwanson ) suggests that the US customs deficit is...
Ceasefire Sparks Asian Rally; Vietnam Gains EM Upgrade
Good morning, I woke up to the best news ever - we got a two-week ceasefire that has lit Asian and risks assets that have been languishing on the closure of the Strait. The Korean won is rallying the hardest, followed...
Decoding Harnesses, Burnout Patterns, and MCP Preference
Seroter Daily Reading List – April 7, 2026 (#758): Today’s links look at the components of a coding harness, how burnout looks across the org chart, and why some prefer MCP over Skills. https://t.co/Nlcz2tBEeE
Paid FSD Users Can Gift a Free Month to Others
Another idea to increase FSD adoption. Allow every paid FSD user to give a free one month gift subscription to another Tesla owner 1. You can only gift someone once, but you can gift a new person every month if...
Migration Slowdown Turns Pandemic Housing Boom Into Demand Shock
Many housing markets that saw the biggest deceleration in net domestic migration after the Pandemic Housing Boom still have positive domestic inflows—but the slowdown has still delivered a negative housing demand shock https://t.co/u4W9wWipUU
Beware Unfunded Liabilities: Visionaries Who Drain Your Resources
In business we call this an unfunded liability. Someone who shows up with vision, no capital, no execution, and expects YOU to finance the whole operation. He had ideas for my business. One month later: a broken website and a request for me...
Stay Cash-Ready: Capital Shifts to Energy, Compute, Data
Thoughts? We discuss how geopolitical tensions and Trump's deadline are creating major market volatility. We break down what the average person misses: how to watch the dollar, yields, and capital flows to stay ahead of the smart money. We explore...
Iran's Oil Pressure Backfires, Trump Gains From Ceasefire
Iran’s strategy all along has been to impose an unbearable economic cost on the US if Trump continued the war via oil and the closure of the Strait of Hormuz. Now, oil is down ~20% well below $100 a barrel. From...
Court Goes Private in Nexstar‑Tegna Merger Challenge
The court has gone into closed session in the Nexstar, Tegna merger challenge and unclear if it will resume public session https://t.co/RNYqGdjn9n
Iran Claims to Guide Ships Through Hormuz, Knows Mine Locations
🚨 Iran says their military will coordinate passage of ships through the Strait of Hormuz during the ceasefire. -probably because they know where the mines are...
Oil's Steepest One‑day Drop Since 1991 Gulf War
Excluding Covid, we're looking at the biggest one day plunge in oil since the first Gulf War in 1991 https://t.co/gjT5CUgwkE
Judge to Decide Preliminary Injunction on Tegna‑Nexstar Merger
US judge says he will issue written order on whether to grant preliminary injunction in challenge to Tegna Nexstar merger https://t.co/RNYqGdjn9n
Tariff Threats Spike Energy Prices, Fuel Summer Inflation
This is the tariff playbook all over again. Step 1 - make a crazy threat. Step 2 - make a series of "deals" threatening armageddon two weeks out. The difference here is oil and gas prices won't just revert to...
Listen to Early Signals Before They Become Crises
Canary In The Coal Mine: Early Warning Signs From The Inside - CX Journey™ https://t.co/OL53i5OqbS The canary doesn’t cause the problem; it reveals it early. Ignore the signal, and you’re walking straight into danger. #leadership #listening #learning #employeeexperience https://t.co/DpY1pKoePB
Nexstar's $150M Demand Exposed Amid Tegna Blockade
Revealed in hearing -- Nexstar seeking $150 million from DirecTV and states seeking to halt the Tegna deal. That amount had been under seal, Nexstar lawyer says, and now it's out there. Oops.
Falling TDEX Signals Market Complacency Amid Crash Bets
The tail risk index (TDEX) is a measure to understand the cost of protection against a possible crash as it shows the implied volatility of far OTM puts of SPX. Currently is heading lower giving us a confirmation of complacency...
Iran Offers Two‑Week Safe Passage Through Hormuz, Coordination Required
Iran says safe passage via Hormuz is “possible” for two weeks 🚨 … but must be via coordination with Iran's Armed Forces and with due consideration of technical limitations (So far, no loaded LNG tanker has gone through Hormuz in over...
Jefferson Delivers Most Hawkish Fed Speech Since 2023
According to Fedlock, today's speech from Fed Governor Jefferson was his most hawkish since 2023 https://t.co/rgs6erEO5l
Iran Agrees to Ceasefire if Attacks Stop
Official statement from Iran's Minister of Foreign Affairs Ceasefire accepted if attacks on Iran are halted. https://t.co/WMrLNizvYq