Blue‑Collar Chip Rally Signals US IS
Harnett BofA: upside breakout blue collar semis (ON, STM, MCHP, TXN...) implies surge in US ISM to >60 https://t.co/HFxKZOdFGN
Sanctions Uncertainty Looms Over Iran's World Cup Participation
Would be interesting to know how sanctions will work in the event of the Iranian national team participating. Entities in the US contracting with the Iran's football federation could be accused of sanctions busting. Will there be special exemptions to...
Google's Search Chief Says AI Will Redefine Search
Google's Head of Search, Liz Reid, interviewed on Google and AI by Bloomberg https://t.co/MFvCZEKtyj https://t.co/caUH60GU4L
Generous Founder Secures 44 Investors for Australian Acquisitions
Great entrepreneurs and even better people. Having known Jason for a little longer, he's always been very generous. Sharing thoughts and feedback on content, looking at the few deals I wanted to close. Going as far as saying he'd be keen...
OpenAI Triples Web Crawls While User Numbers Decline
Fascinating SEO read that sheds more light on bot crawling by ChatGPT. Including that they are seemingly losing users, though they've tripled web crawls. -> OpenAI Has Tripled Their Crawl of the Web: Analysis of 7B+ Log Files by @chris_nectiv via @botify...
Yields Rise as Market Tests New Fed Chair
The market often tests a new Fed chair... Yields up in 3mo after Fed Chair starts. BofA Hartnett https://t.co/uJHPiLrNsf
NFL Remains Free TV Lifeline as Entertainment Shifts Streaming
D.C. Memo: @RichLightShed Partners Asks, How Important Is NFL to Free TV? 'No Other Programming Matters' - Wall Street analysts predict networks may cut or shift more entertainment content to streaming | https://t.co/1pvZDWB9tD https://t.co/h2C9NuOoGM
Disney Dominates NFL Draft with 135 Sponsorships
Throughout #NFLDraft Week, #Disney has: -135 total sponsorships across 30 advertisers, including 9 new advertisers, airing in NFL Draft coverage -Nearly 80 live sponsorship executions on Days 1, 2 & 3 on #ESPN, #ABC, #NFLNetwork & #ESPNDeportes More than 50 surround sponsorship executions leading up...
DraftKings and FanDuel Surge, Saracen Loses Arkansas Lead
And just like that 🫰... Saracen Casino has given up its market leadership in Arkansas. Both FanDuel and Draftkings launched on March 20th... the y/y change in handle reflects that... promos will do that... ☕️ Southland (DKNG) +138% y/y Saracen -5% y/y Oaklawn...
BofA Says April Dot Plot Would Appear More Hawkish
BofA: The dot plot would look more hawkish if it were published at the April meeting https://t.co/nN8P0rQug7
Central Banks Ignore Markets, Overshoot Inflation Targets for Years
"Even if markets can look through the impact of the shock, maybe central banks won’t. They have a nasty habit of believing their own hype, and as inflation moves higher ... They have already overshot their targets for 5 years,...
BofA Predicts March PCE
BofA: We expect headline PCE inflation to jump to 3.4% y/y in March on the back of the spike in gas prices. The saving rate would probably fall significantly, to 3.1% https://t.co/dorT1DTMid
Boost Visibility with High‑Value Comments, Not More Content
You don’t need more content. You need better distribution. Visibility is borrowed before it’s owned. Consistent commenting puts you in front of an existing audience. Leave 5–10 high-value comments frequently on relevant blogs No links. Just insight people remember.
BoE Warns Overvalued Assets Could Trigger Global Market Crash
A senior Bank of England official warns that high asset prices didn’t reflect the level of risk in the markets, suggesting that global markets could fall https://t.co/V72095O6hp via @BrendanScott https://t.co/XGQVeYlfWB
Google Quietly Testing Audio Overviews in Search
Google may be testing Audio Overviews in the wild (not opted into Labs) within Search https://t.co/ou8IPcmPkq via @DavidGQuaid and @brodieseo https://t.co/AYSahs1QV1
Tariff Revenues Slip While Effective Rate Stays Near 9%
BofA: Tariff revenues have been declining since their October peak, with the effective tariff rate reaching 8.7% in February despite the SCOTUS ruling being towards the end of that month https://t.co/lkk5dMwUze
Stay Long Inflation: Buy Commodities, Short Treasuries
In today's Early Look: "Don't Be A Chimp, Stay Long #Quad2 Inflation" In terms of the Signal Strength of our Quads,the #1 Thing To Stay With Is INFLATION Accelerating. How does a Macro Long/Short Book express that top down? A) Long Commodities (CRB...
2026 Labor Market Set to Remain Stable Amid AI Limits
[@opinion] Stabilization in the labor market data and a massively compute-constrained AI industry means 2026 is shaping up as a pretty decent year for the labor market — for now at least: https://t.co/Js1J4rf3o1
Massive Market, Super‑spring
My handle/business name was based on the model below Today The size of the market/economy M is extremely large K is super "springy" C is as dampening as I have ever seen in "normal" economic conditions X "bumps" are more impactful than normal...
Central Banks Sing the President’s Tune, Not Independent
If the job interview is "Will you do my bidding?" the answer isn't central bank independence. It's central bank karaoke: the chair just sings the president's tune. https://t.co/YFiILGZPvR
Relevance Beats Scripts: Outsmart AI Gatekeepers
There is a process for getting through any gatekeeper, whether they are human or artificial intelligence. It starts with relevance. You cannot just show up with generic scripts and expect to win. AI gatekeepers are becoming more prevalent, and they...
Asian Economies Face Staggered Fertility Shock and Aging
Asian economies are undergoing a “fertility shock”, with aging unfolding at different speeds: Japan and Korea ahead, China and Thailand follow, while India is still young, BofA https://t.co/lHJqcEGcCA
Snapchat’s Ideas Thrive While Its
Snapchat shaped the way millions communicate. Its ideas were copied by every major platform. Yet the company behind those ideas has barely made a profit. Something in the business never grew as fast as the product:
25% All‑
BofA on Asset Allocation: - The “sleep like a baby” portfolio (25% Stocks/Bonds/Commodities/Cash) is having the best year since *1933*. - Up 26% YTD, its third-best outperformance versus 60/40 (Stocks/Bonds) in a *century*. - Commodities have shined, despite remaining a significant underweight in...
US and Iran Stuck in Tense Limbo, Hormuz Risk
Told @business News Now: both the US and Iran are in purgatory. There’s no war, but there’s nothing close to peace. Tensions are high and the risk of escalation in the Strait of Hormuz is real, with major implications for...
Russia's Central Bank Lowers Rate To
MOSCOW, April 24 (Reuters) - The Russian central bank reduced its key rate by 50 basis points to 14.5% on Friday, as expected by analysts, despite pressure from businesses to cut faster in order to boost the economy, which contracted...
AI-Generated Meta Descriptions Boost Conversions Instantly
Need more conversions? Claude can help with this prompt. It can write meta descriptions that bring the right traffic. Feed the AI your page content plus this prompt: "Write 5 meta descriptions under 155 characters that include the primary keyword and create...
Export Collapse Boosts US/Canada Prices, yet Halts Risk Oversupply
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Full Newsletter: https://t.co/9vsV5HAcmy https://t.co/34b7yklfSr
USD Swap Lines Misunderstood: Liquidity Shakedowns Explained
Two-part compendium from me on why everyone is getting the wrong end of the stick on USD swap lines and how liquidity shakedowns really work with asset-rich sovereigns. First piece here: https://t.co/DkaYPexxOU https://t.co/2wWxKXkaWz
Energy Shock Not Translating Into Higher Wages, BoE Finds
Bank of England surveys suggest the energy shock isn’t fueling wages https://t.co/KafLBZ6mIL via @irinaanghel12 https://t.co/x3ZKa8cs6N
Kazimir Suggests Modest ECB Hike Due to Iran War
Kazimir says a slight ECB rate increase may be necessary on the Iran war https://t.co/E3r6aKNNHQ via @Dan_Hornak https://t.co/G5jKSecgTk
CEO Expands to Dim Sum Franchise in Southern Philippines
Most of you know me as the CEO of Mama Lou’s, but today I want to share something our group has been quietly building. MAMA Hospitality is the Philippine franchise partner of Ding Dim 1968, one of Hong Kong’s most beloved...
Quantitative Easing Enriches the Wealthy, Harms the Poor
"QE is reverse Robin Hood. It’s policy that steals from the poor, to give to the rich." — Kevin Warsh https://t.co/wcGKkX6SgP
Authentic Trust Beats Forced Fun in Hybrid Teams
#TimTalk - In a hybrid world, how do we build genuine team trust without falling into the trap of “forced fun” or Zoom happy hours? with Daria Rudnik https://t.co/rb2yxFhS0o via @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #FutureOfWork #Strategy #Culture #Motivation
AI Boom Drives Q1 2026 Venture Funding to $300 B
Q1 2026 Shatters Venture Funding Records As AI Boom Pushes Startup Investment To $300B https://t.co/qwiRvHD7SJ
China Bars Unapproved US Tech Investment After Meta Deal
China to Curb US Investment in Tech Companies After Meta Deal Agencies including the National Development and Reform Commission have told several private firms they should reject capital of US origin in funding rounds unless explicitly approved https://t.co/2vTEIkjAgp
Three Rate Hikes Flatten Curve, Buying Duration Risk
+ 1 ... at more than two hikes priced, the curve really should be flat as a pancake if not inverted (in Z6/Z7 space). At +3 hikes, I think you are buying the belly/duration.
VOO on Track to Become First $1T ETF
MILESTONE WATCH: $VOO is now at $913b which is mindboggling considering it had $595b only 12mo ago. That's $1.25b a day in aum growth. Based on this pace it is scheduled to become the first ETF ever to hit $1T...
Dashboards Still Essential for Better FP&A Decision-Making
Some say dashboards in FP&A should disappear. If a chart doesn’t drive a decision, it should be deleted. But Adam Szuly explains why dashboards still matter — as part of the journey toward better data, clearer KPIs and structured reporting: https://t.co/S64DCTkZxg #fpatrends...
AI-Only Sales & Marketing: The Future Blueprint
The Fully AI-Native Sales and Marketing Organization by @Timothy_Hughes https://t.co/MwJ7Fturkp @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #MarketingSuccess #MarketingStrategy #ArtificialIntelligence #Innovation #Technology #TechNews https://t.co/kZZUIm4YZ2
CYIENT Announces ₹720 Cr Buyback at Premium
CYIENT Tender Buyback Announced Buyback Price : 1,125 ₹ Today's Closing Price : 936 ₹ Buyback Size ₹ : 720 Crore ₹ Buyback Size in Shares : 64,00,000 Shares Retail Quota : 9,60,000 Shares Record Date for Buyback : To be announced Note : Promoters not Participating...
AI Video Studio Boosts Production, Still Needs Human Creators
Another Gen AI Video studio and this is really good. All the features/ function to help to generate very accurate and consistence video. Either for your ads, marketing, short series and more. Such tools will not replace Creative ppl, we...
SNB Free to Adjust Rates and Intervene, Says Schlegel
Schlegel says a vigilant SNB is unrestricted on interest rates and interventions https://t.co/T29eQBLJeq via @bbenrath https://t.co/d7Ln9mGd5W
Anthropic Secures European Data Centers to Boost Compute
Anthropic is focusing on a key bottleneck By securing data center deals in Europe, the company is ensuring it has the infrastructure needed to scale its models. The priority is clear. In AI, access to compute is becoming as strategic as the...
To‑Do Lists Hurt Productivity Without Time‑Blocking
Hot take: To-do lists make you less productive. They give you the illusion of progress without the commitment of a time block. A task without a time slot is just a wish.
Distressed Sellers Price Anxiety, Not Asset Value
FTX sold a 5% stake in Cursor for $200K during bankruptcy. SpaceX just bought Cursor for $60B. That stake: now worth $3B. Distressed sellers don't price assets. They price their anxiety. The record was always in the bargain bin. https://t.co/EGR4YqhZKc
Executive Leaders Must Trust Yet Verify SAP Projects
SAP projects require executive leadership to 'trust but verify.' It's not solely on the organization or the system integrator; leadership must ensure projects stay on track. #SAP #ProjectManagement #Leadership https://t.co/kvqfcjI37d
SQZ Beats Expectations, Reaffirms Guidance, Plans Organic Growth
Looks like #SQZ operating much better and reiterates FY Guidance. On 2nd June will do a Capital Markets Day and that will focus on "organic" growth options such as infill drilling.
CRM Will Power AI Agents' Front‑end Data
The Great Martech Inversion: Why your CRM will become the grounded data for your AI Agents front end by @Timothy_Hughes https://t.co/UKGgwTdHVC @DLAIgnite #SocialSelling #DigitalSelling #Sales #Marketing #Leadership #ArtificialIntelligence #AI #CX #CRM #MarketingSuccess #MarketingStrategy #AIAgents
Join a Google Meet to Pitch, Validate Ideas
Planning a google meet …for every passionate person.. if u are creating something , building any startup , even u have an idea… let’s share it … in this meet .. we Gota chance to meet amazing people ….. Better...