
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 invasion of Ukraine buoyed producer profits in 2022-24, fueling surpluses. Typically it takes a low-price cure to shut off the excesses. Will the Iran war change that? Full report on the Bloomberg here: https://t.co/cyWWdIO5hN {BI COMD} #corn #soybeans #wheat @markets

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,...
The war in Iran is scrambling the economic outlook for the Federal Reserve — again. https://t.co/TGmVeLOISN

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...
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.

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

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
put it this way, if this situation last long enough for central banks to hike, they'll end up hiking into a recession
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...
"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...
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...
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...
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

Italy risks Iran setback in a bid to exit EU scrutiny, Scope says https://t.co/fGVWOIJe8n via @CraigStirling https://t.co/7T2WI2wmif
Starting a b2b SaaS company today is like starting a consumer social company in 2012
Venture capital is ultimately a people business. A conversation with @katelin_cruse of Seven Seven Six on bringing a human capital lens to investing: how Pixar and Reddit shaped her philosophy, and why sourcing and supporting founders takes as much EQ...

Google Search added "Trending posts & discussions" title under What People Are Saying section https://t.co/AwIUTskXnV via @b4k_khushal and @shemiadhikarath https://t.co/tQCq9fmVKo
Revenue Orchestration Redefined: Insights from the Conga + PROS Era at Connect 2026 #congaconnect https://t.co/4bEbn8fnog

"The Effects of a Sudden Stop in Low-Skilled Immigration: Evidence from Korea’s Guest Worker Program" https://t.co/7CVAD5Zj6v "the collapse in inflows led to a significant increase in firm exit.... Firms did not respond by expanding domestic hiring to replace missing guest workers."

Capital Markets Remain Unsettled with Oil Above $100: The Middle East war continues to dominate the investment environment. The dollar is firm. Equities are lower. Yields are higher. The disruption of trade through the Strait of Hormuz is forcing oil…...
The Gulf countries are just as strong as the USA because it is the US that agreed to DEFEND them…. So, all of them combined just fall under the US…. Iran is already fighting their protector, so it can literally...
One of my higher conviction views: the US is now a net energy exporter (LNG more than oil) but it is best understood as an oil importer that is uniquely sensitive to oil price swings. 1/

An enormous ship engine suddenly stopped working. Teams of engineers tried to fix it. Hours passed. Then days. Nothing worked. Finally, the owners called a veteran engineer with decades of experience. He walked around the engine slowly, studying it in silence. After...

One year ago the Trump-Tariffs put a tax on all Americans. This year it's the Trump-Iran War adding to that tax. (his observation 👇) https://t.co/nF3KxY5qpw

$RSVR buyout likely gets done with a bump - Founder-led group (own 65%) bid $10.5/sh days after Irenic (9%) floated $10–11 - Deal likely lands with the founder group at $11+, ~10% above current px - At 15.6x EBITDA, the offer looks somewhat...
*SAUDI ARABIA STARTS OIL OUTPUT CUTS AS STORAGE FILLS UP We do not have a lack of supply of oil. We have a lack of supply of shipping
There is a lot of chat about whether this will be "as bad" as 2022. From inflationary pov, unlikely. And CBs shouldn't be too worried about wage-price spirals, despite the endless overshoot. But my worry is that it tips labour...

Reports G7 will discuss coordinated release of strategic reserves is helping to stem the worst of the markets' reaction to the weekend developments. Still, USD is mostly firmer, rates higher, and equities lower. See https://t.co/4OVnPnHNHB https://t.co/PN5lizMKsV

Bank of England hit by 5% inflation risk from the war in Iran https://t.co/MPiOtzZc9t via @tomelleryrees https://t.co/PH66hDSVno
From #HR to Organisational Systems: A Practitioner’s Perspective on Systems-Led Transformation @ABPsychologists https://t.co/2C7ku7wml6 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Central banks have overshot their inflation targets for FIVE YEARS. This war threatens to make that six. If you think they are just gonna cut rates anyway, I dunno what to tell you. Minimum - rate cuts are postponed.

an old debate. Oil-price spikes have a nasty habit of marking the end of the cycle. But is that because of the income-squeeze, or the Fed's response? Or both? https://t.co/IE8tGIRy68
"I find myself repeating over and over again the arguments that Smith first made 250 years ago: Trade deficits are not inherently bad; imports are the source of real benefits to consumers; and trade expands the division of labor, raising...
Qatar is pushing back the start of its new LNG expansion project to 2027 🇶🇦⚠️ The move comes after the Ras Laffan facility was hit with an Iranian drone attack This threatens to further curb global gas supply and push back an...

Stop waiting to be empowered. Start taking ownership. I hear this constantly: • "We're not empowered." • "Leadership won't let us make decisions." • "The org isn't set up for us to succeed." And from CEOs, the mirror image: • "They don't take ownership." •...
Warren Buffett: "You want to enjoy every day. You want to have a job you love — and you want to work with people you like and admire and trust. If you've got that, you are a long way home."...
This has been going on since VDL was selected, maybe a good idea not to select someone with this type of ego.
FYI, my latest article in the Financial Times discusses how the war in Iran and skyrocketing oil prices can compound the spillovers from an uncertain US labor market and financial strains in three market sectors. https://www.ft.com/content/418455bc-e177-46a4-8e25-44c837f49038 #economy #markets #oil #middleeastwar @financialtimes
Another really important part of the ECB reaction function; fiscal support. I mean they can’t afford it … but that’s what emergencies are for.
This is inflation, unfunded spending and war. The exact opposite of what Trump has campaigned on.
A growing number of young workers are turning toward skilled trades. Electricians, plumbers and technicians are increasingly seen as more resilient to AI-driven disruption. As automation reshapes white-collar work, hands-on expertise may become one of the safest career bets. https://t.co/A4YogZNptP @jdickler @cnbc
History of IEA collective oil emergecy stockpiles releases (and size; note the size was volume offered): 1991: First Gulf War (~75 million) 2005: Hurricanes Katrina and Rita (~60 million) 2011: Libya civil war (~60 million) 2022: Russia-Ukraine (~180 million in two tranches)
I know founders making $5M/year who haven't taken a real vacation in 5 years. I know founders making $500k/year who work from a different country every month. High revenue is one score. Quality of life is the real one. Build...

Rising energy prices are pushing up inflation, especially in economies dependent on imported fossil fuels. The durable solution is structural: improve efficiency, accelerate electrification and scale up renewables. Energy policy is economic policy. https://t.co/hmcAVJFLOT

I am officially addicted to Claude Code for marketing Woke up early again Today's mindblowing workflow? Asked Claude to: >> Pull my 5 latest testimonials from Senja >> Turn them into customer-centred emails >> Compose them directly inside CustomerIO 5 minutes later I have a whole new...
Markets pricing in rate hikes from the ECB, the BoE... and the SNB. You gotta be kidding me.
U.S., Israel Should Withdraw From Strait of Hormuz Area, Says Iranian Envoy—Iran’s ambassador to China denounced the U.S. and Israel as sources of insecurity in the Strait of Hormuz and called on the two governments to withdraw from the area. @ByChunHan...
The $955M @NiCEltd - @Cognigy deal isn’t just another tuck-in; it’s a move to own the CX orchestration layer for the autonomous enterprise. NiCE is putting rivals on notice by integrating native #Agentic AI. 🚀 Read our take: https://t.co/n8v7iUkNoL #CIO...
Your competitors hide your growth plan in their reviews. Study their 1-star feedback on Google, Amazon, and social media to spot gaps in service, pricing, and delivery. Survey their lost customers and ask why they chose or rejected them. You’ll see clear...
Demand destruction as we speak, starting with Bangladesh. Thailand and China curbed exports of diesel and gas. Vietnam will do so next.