Germany’s Job Stats Mask Manufacturing Decline and Export Slump
Good Morning from #Germany, where the labor market looks healthier than it really is. Headline employment is holding up, but productive jobs in manufacturing are disappearing. Growth is coming in state-funded sectors, while the country’s export engine keeps losing ground. https://t.co/ZTL4UbgxQY
Baltic Attacks Slash Russia’s $970 M Windfall From Oil Exports
“Moscow’s windfall profits from the Iran war remain high as Brent crude trades above $100 a barrel, but attacks on Russia’s two main export locations in the Baltic Sea may cut into the Kremlin’s windfall. Five attacks on Primorsk and Ust-Luga...
AI Won’t Replace Radiologists; Demand Is Rising
Do you remember how many high-profile investors predicted that radiology would become obsolete in a few years due to the rise of AI? Yet, today, more radiologists are needed than ever. Jensen Huang, NVIDIA CEO, explains why: https://t.co/d4lpdMGJhO
Saudi Raises Arab Light Price to Record Premium
Saudi Arabia has increased its official selling price (OSP) to a record high. The state-owned Saudi oil giant told refineries in Asian it would charge a premium of $19.5 a barrel over the regional benchmark for sales of its flagship...
Answer Unasked Questions, Rank #1 Without Backlinks
Everyone obsesses over backlinks. Meanwhile, I have a client ranking #1 because they actually answer the questions nobody is answering.
Gulf Funds Poised to Finance Paramount's $81B Warner Deal
MyPOV: the middle east to the rescue. Gulf Funds Near Deal to Back Paramount’s $81 Billion Takeover of Warner https://t.co/hTIMzrGhf5
MBS's Grand Plans Hampered by Severe Cash Shortage
"The problem is there was never enough cash to fund all his [Crown Prince MBS] ambitious initiatives." Indeed. That's why measures lie the balance of payments breakeven are useful. The Saudis needed $90 plus oil -- or near...
Care for Others—And Yourself—To Maximize Sales
The sales strategy that's made me the most money? Giving a fuck about people (including myself).
Google Must Unify Services Into a Closed AI Ecosystem
All Google needs to do now is to connect all its services in a closed OpenClaw-like system with some memory and services as skills and they will win the AI race
Fed Misses 2% Inflation Target for 60 Consecutive Months
´ The US Federal Reserve has missed its 2 per cent inflation target every month for 60 months in a row.’ https://t.co/GrigzoG3zS
Pakistan's Reserves Plunge One-Third Amid Debt Repayments
#PakWatch🇵🇰: Due to foreign debt repayments, Pakistan's foreign reserves are set to shrink by a STUNNING ONE-THIRD this month. PAK = THIRD WORLD = IN THE TANK. FREE IMRAN KHAN. https://t.co/QKr6kb5Sop
The Essential Workplace Rights Guide Every Employee Needs
I’m a workers’ rights lawyer. I wrote the ultimate guide to your rights at work. I wish I had this when I was younger.
Iran Conflict Fuels Volatility in Interest‑rate Swap Markets
Uncertainty over how the Iran war will affect the global economy is stirring volatility in interest-rate swap markets https://t.co/6hCS7QWGmZ via @highisland https://t.co/GLOEYbXZko
Paramount Seeks $24B Saudi-Backed Equity for WBD Takeover
is this February news? Paramount is in talks to secure signed equity commitments of close to $24 billion from three sovereign-wealth funds led by Saudi Arabia to help back its takeover of Warner Bros. Discovery https://t.co/7XR7k0sk2k via @WSJ
Build Businesses by Solving One Paying Person's Painful Problem
Most people start a business with a solution. That’s backwards. Every business is 3 things: a person, a painful problem, and your solution. Talk to people with money and ask about their problems. Solve one painful problem for one specific person, and you have...
India's Russian Crude Imports Surge 94% in March
🇮🇳India’s Russian crude imports rebound sharply — up nearly 94% in March MoM and 10% YoY. https://t.co/O0zIu8LcIi
China's Excess Capacity Fuels Cheap Electrification in the Global South
An interesting question to ponder is whether Chinese overcapacity is essentially indirectly subsidizing the electrification of the "global south". It's similar to countries buying oil on the cheap, typically to stockpile. At the moment, oil is of course not cheap....
Qatar Aims to Resume LNG Shipments via Hormuz
Qatar is attempting to send LNG shipments through Hormuz for first time since the Iran war started 🚨🚨 If successful, this would be the first time a loaded LNG tanker has gone through Hormuz in over a month. ~20% of global...
Oil Inventories Falling, Price Spike Imminent, Catastrophe Ahead
According to Jeff Currie, distinguished economist and commodity market guru, we’re only seeing the start of what will become a major oil catastrophe. At present, we’re burning through oil inventories. Once inventories dwindle, oil prices will SPIKE. THE WORST IS YET TO COME....
China Restarts US Oil Imports Amid Middle East Disruption
China imports US oil for Asian fuel markets amid Hormuz crisis @asiatimesonline https://t.co/Iy0aRy8vam China is moving to resume large-scale purchases of United States liquefied natural gas (LNG) and crude oil, as supply disruptions in the Middle East and tightening fuel markets...
US External Deficits Mirror Unsustainable Domestic Borrowing
1/7 Martin Wolf, in an important piece on unsustainable current account imbalances, makes a point that most American economists miss: "the counterpart of external deficits tends to be unsustainable domestic borrowing." https://t.co/h7ob7Aac6A via @ft
20‑Year Data Reveals
Extraordinary data from the last 20 years showing changing fortunes across the worlds top 15 economies on the level where it matters : the individual. These figures get even more dramatic if we switch to PPP. If we factor inflation...
Qatar
Dozens of empty Qatari LNG tankers sit idle across Asia 🇶🇦🚢 The world's top LNG export plant in Qatar has been shut for over a month, upending the gas market and leaving the nation's fleet of ships without orders Hormuz has also...
Fix Fragmented Ad Structure, Unlock 3.8× ROAS
This morning, a founder messaged me after spending ₹2L in 60 days with inconsistent results. There was confusion — “Some days work, most don’t… I don’t get it.” They kept changing creatives, hoping something would click. But the inconsistency came from fragmented campaign...
India's Energy Imports Quadruple Since 2000, Heightening Vulnerability
#IndiaWatch🇮🇳: India’s net energy imports have exploded over the past 2 decades. Net energy imports have SURGED more than 4x since 2000. MORE ENERGY IMPORTS = MORE VULNERABILITY. https://t.co/PxS0fxVpuJ
AI Scans Slack, Formalizes Core Docs for Alignment
This talk with Anthropic’s head of growth validated two ideas I’d been considering trying out at work. 1. He has Claude scan Slack to find places where teams may be out of sync and doing overlapping or conflicting work. 2. Certain documents...
Delay in Addressing Underperformance Erodes Culture
Hiring mistakes are inevitable. Retention mistakes are optional. The real failure isn’t misjudgment at entry, it’s hesitation after evidence accumulates. Teams degrade quietly when underperformance is tolerated. Culture doesn’t break in one moment; it erodes through repeated decisions to delay...
Separate Tools for Long-Term and Daily Planning Boost Progress
Long term professional plans are in @clickup. Long term personal plans are in @todoist. Focused plans for the quarter, weeks, and days are currently in this @baronfig Do Work Journal. I’m in position for progress. Let’s go. https://t.co/jVbQWH9Xuv
Iran Closing Hormuz Strait: The Ultimate Conspiracy Theory
In case you have not read it. remember, the biggest conspiracy theory is Iran closing the Hormuz strait. Think about it!
70% of Employee Engagement Driven by Managers, Says CHRO
@sam__riddhi Thanks for the repost, from @HRCurator Engagement is 70% manager-driven: A CHRO on what really sustains workforce trust @PeopleMatters2 https://t.co/78Po143MZB #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Trump’s Iran Ultimatum Spikes Oil, Fuels Market Volatility
Trump's 48-hour Iran ultimatum just sent oil futures through the roof. This geopolitical tension could spell trouble for broader markets. Going live in 2 hours to trade this volatility with our DOTS indicator signals. https://t.co/66dSROeuCi https://t.co/E2Zf77HxKR
Google Flags .co Domain as Suspicious, Blocks Linking
This will be an interesting little SEO/AEO experiment: Google Gemini won’t link to my new constancy site (yet) - it keeps saying it’s a “suspicious link” 🙄 I think cuz it ends in .co. ¯\_(ツ)_/¯ I’ll be building links etc. to...
Brand Budgets Killing Your Influence, CMO Warns
The CMO’s Final Warning: Why ‘Brand’ Budgets Are Killing Your Influence by @Timothy_Hughes https://t.co/A6q7CqMivt @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #SalesEnablement #RevOps #Marketing #Leadership #MarketingStrategy #MarketingSuccess https://t.co/thmQQegw6f
CFO Dissent Hints Looming Trouble for OpenAI
when OpenAI’s CFO starts whispering that she doesn’t buy the CEO’s plan, the shit may be about to hit the fan.
Western Media Misstates Russia's Modest Growth vs Ukraine's Decline
The Western press continues to repeat untruths about Russia's economy. Russia has grown at a modest rate since the Great Financial Crisis of 2008. Whereas, Ukraine's has sunk. HANKE'S 95% RULE = 95% OF WHAT YOU READ IN THE PRESS IS EITHER...
Early-Stage Investing Thrives on Trust, Not Transactions
It’s unfortunate to hear some investors - and even founders - argue that early-stage investing is becoming purely transactional…just an “access” game. That view is not only wrong, it’s dangerous. Great companies aren’t built through transactions. They’re built over time—through uncertainty, setbacks,...
Trump's $1.5T Defense Push Endangers Social Security
My take on the affect of Trump's push for higher defense spending in @FortuneMagazine: “Once you push defense to $1.5 trillion, that puts Social Security on even shakier ground." https://t.co/feois7TZug
Partiful Tackles Loneliness by Linking Users to Local Events
@partiful is betting on connecting people to groups and local live events. This clip is from the newest First Time Founders episode, 'How Partiful Is Fixing the Loneliness Crisis.' Watch ad-free on Substack: bit.ly/3NMMwtD
Ukrainian Drones Torch Russia's Key Novorossiysk Oil Hub
Today, Ukrainian drone strikes SET FIRE to Russia’s major oil export terminals in Novorossiysk. The port handles over half of Russia’s crude and petroleum product shipments. YOU DON'T WANT TO BE SHORT OIL. https://t.co/XlgmcpVhsH
Postwar “Normal” Economy Was Historically Unprecedented
The “normal” postwar economy that everyone misses was the most unusual moment in all of economic history. Military spending was just one aspect…
Napkin Sketches Now Become AI Products—No Pre‑product Excuse
"we pitched investors when it was just a drawing on a napkin" Think we'll be hearing this a lot less if you can draw it on a napkin, you can prompt it into existence. No excuse to be pre-product unless you're building...
Busy Week Ahead: ISM, FOMC Minutes, PCE, CPI
ISM Services PMI tomorrow FOMC Minutes Weds PCE Price Index Feb Thurs CPI March Fri https://t.co/osn2U4OfYf
Your Personal Identity Replaces URLs in SEO
The Death of the URL: Why Your Identity Is Your New SEO by @Timothy_Hughes https://t.co/gZ6eMM3Aoy @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #MarketingSuccess #MarketingStrategy https://t.co/fudllPcMS7
Futures Verdict: President’s Weekend Bender Hurts Business
If you were wondering whether the President’s weekend bender helped or hurt the long-term interest of American business, futures markets just opened, and delivered their verdict. https://t.co/YNWdATAMmc
Replace Bragging with Generosity and Genuine Connection
Do not brag about how busy your are, instead stay accessible. Do not brag about who you know, instead be a generous connector. Do not brag about how much you know, instead be a mentor and sponsor. Do not brag about how much...
Market Ignores Hormuz Shutdown; Datacenter Attacks Could Trigger Crash
Literally no one in the mkt seems to care that Hormuz has been shut for a month, but if they start hitting datacenters, we may finally crash…🤣
Saudi-Backed Funding Boosts Paramount's Warner Bid
Gulf sovereign capital speeds media consolidation. ~$24bn Saudi-led backing lowers financing risk for Paramount’s $81bn Warner bid. Risks: regs, execution, leverage. Trade: buy Paramount. 🔍 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
SF's NIMBYism Fuels Housing Crisis, Stifles Startups
at what point does SF's NIMBYism make it a hostile and too expensive place for new startups? Certainly makes it hard for the unfunded eventually the California undersupply of housing becomes the primary obstacle to tech and innovation (and thus the...
War May End, but Oil Supply Disruptions Linger
According to Jeff Currie, distinguished economist and commodity market guru, even if the US-ISRAELI war on Iran ends soon, the damage to supply chains has been done. Oil flows will be disrupted for months or years. https://t.co/SxmxwhkvAY
Precise AI Mistake Recovery: Veeam’s Agent Commander
AI agents can make mistakes in seconds. Fixing those mistakes takes days. That gap is the real enterprise AI risk. @Veeam announced Agent Commander earlier this year, and I think it deserves more attention than it has gotten. Most AI governance...