Job Growth at 53k Matches Breakeven for Stable Unemployment
GS: Our estimate of the underlying pace of job growth now stands at 53k, roughly in line with our estimate of the breakeven pace of job growth needed to keep the unemployment rate stable. https://t.co/FCJycyPkFU
Soybean Prices Capped at $12 Amid Record Brazil Output
Soybean's $12 Ceiling Alongside $120 Crude Oil It may take some combination of WTI crude oil staying above $100 a barrel, a poor Brazilian crop and a Corn Belt drought for soybeans to stay above $12 a bushel. Alongside crude's spike...
Iran War Ripple Effects Threaten Corn Belt Yields
Nice article here by my Purdue mates on the impact of the Iran War on Corn Belt crop agriculture https://t.co/eapip2SLMa
Fintechs Chartering Banks Face Traditional Price‑book Valuations
Gonna be interesting to see what happens to all these fintechs that are chartering banks, which are commonly valued on a price/book basis (rather than imaginary startup metrics, like rev multiples or MAUs)
Italy Prolongs Iran War Fuel Tax Cut, Costing €500 Million
Italy extends Iran war fuel-tax cut at the cost of €500 million https://t.co/7xt4Nt9sDu via @donatopmancini https://t.co/Pgpw2aMYNs
Media Fragmentation Empowers Startups Over Volume‑Driven Giants
Media fragmentation should benefit startups: the biggest companies have to play a volume game, whereas startups can afford to be super targeted. We just have to get over our addiction to engagement-maxxing. https://t.co/bI0yTX9ZW6
Centuries of Tech, but Finance Tools Stay Static
In 532 years, we went from quill pens to quantum computers. The system businesses use to understand their own finances? Unchanged.
US Data Center Buildout Fueled by Imported Components, Ignoring Tariffs
Pretty good Bloomberg look at the imports powering (pun intended) the US data center buildout, but it omits mention of US tariffs (AD/CVD, 232s, etc) - some dating back more than a decade - on large power transformers, electrical steel,...
Dynamic Discounts Demand Complex Purchase‑history Integration
I was working through requirements for a client project this week and hit a pricing structure that sounds completely reasonable until you try to implement it. The client sells an introductory course, an advanced course, and a set of individual topic...
LLMs Can't Render JavaScript, Trust Their SEO Advice Cautiously
Friendly reminder to be very careful taking technical SEO advice from LLMs; they will confidently make statements about how sites operate that simply aren’t true in many cases, because most LLMs can’t render JavaScript. This includes Claude.
Don't Kill Winners: Wait 5+ Days Before Cutting
You've probably killed at least one winning ad this year… And the data would've told you not to. Both relearn and fatigue produce identical surface symptoms: → CPM rises → CTR drops → ROAS declines The difference is what's happening underneath. The "premature execution...
AI Threatens Gateway Jobs, Stalling Career Mobility
AI may reshape not just jobs, but the pathways between them. Millions of workers without degrees rely on “gateway” roles like admin or customer service to move into higher-paying jobs, yet many of these roles and the transitions they enable are...
Iran Turns to Euro, France Pays in Yuan
Iranians accepting EUR....or French paying in CNY (after selling gold to China to get CNY)?
Five Claude Features Power 80% of Our Workflow
5 Claude features are doing 80% of the work at my company. I didn't find half of them on my own. My team did. Here's the exact setup we run daily.
Healthcare Drives US Job Growth as Other Sectors Shrink
The big picture: The US economy has added only 260,000 jobs in the past year. 380,000 jobs were added in healthcare. Most other industries *lost* jobs Federal gov't -330,000 in past year Information -76,000 Manufacturing -75,000 Finance -67,000 State gov't -47,000 Professional services -40,000 Retail -30,000 Mining -17,000 #jobs
Investors Flee OpenAI for More Profitable Anthropic
🚨 Investors abandon OpenAI and flock to arch rival Anthropic | OpenAI’s shocking fall from grace as investors race to Anthropic ✅ OpenAI shares are falling out of favour on secondary markets — in some cases nearly impossible to sell —...
Choose Full‑Time Marketer or Fractional CMO: Know Which Fits
Not sure whether you need a full-time marketing hire or a fractional CMO? I wrote about exactly this: the real differences, what each model actually costs, and how to know which one fits where your business is right now. https://www.mallorymusante.com/blog/should-you-hire-an-employee-or-a-factional-cmo-for-your-marketing Worth a...
Jagged Career Paths Fuel Growth and Resilience
Today is my last day at Fruitist. 🫐 It's been a wild 0→1 build standing up a global talent function from the ground up at a $1B CPG company. I'll be embarking on one of the most important chapters of...
Publish Research to Earn Backlinks From Journalists
If you want backlinks without begging... Here's a tip: Publish research. Journalists and creators need credible sources and research helps you earn the link. Give them one. More here: https://t.co/PNytCOQeuq
March Jobs Data Removes Fed Trade‑off Pressure
What does the March jobs report mean for the Fed? It keeps one of the harder problems off the table. Powell said this week the war created the possibility of a greater inflation/labor market tradeoff but said the Fed didn't face...
AI Turns Public Transparency Into Competitor Blueprint
Building in public has been fundamentally changed by the advent of AI. Pains me to say it, but the transparency playbook that built my career now hands competitors a blueprint. Here's what I still share (and what I never will. Anymore.) https://t.co/dejGIMcP7M
Ignore Noise, See Strong Economy and Industrial Recovery
Ignore the noise and focus on the signal. Our economy is doing well and industrials are recovering.
Oil Futures Curve Contradicts White House’s Iran Disruption Claim
White House top economic adviser Kevin Hassett says the oil futures market agrees Iran is a short-term disruption. Apparently he means the shape of the oil futures curve, which is massively backwardated (or inverted, if you prefer that terminology). Now, who’s...
Claim: US Entrepreneurial Dynamism Still Outpaces Pre‑2020 (Sarcastic)
Fortunately, you are probably not aware that the (assumed) level of entrepreneurial dynamism in the US labor market continues to exceed all periods prior to 2020... /s https://t.co/pbpkvBkZ3D
Validate with 20 Paying Customers Before Any Setup
Are you thinking about starting a business? Some might think you should begin by incorporating a company, building a website, purchasing equipment, getting insurance, working on your pricing strategy, making some ads, and setting everything up. Wrong. Your first step is to go...
US Industries Struggle over the Past 18 Months
Last 18 months have not been good for US industries. This and more in the Chartbook Top Links today. https://t.co/xPfF8XxwJO
Guard Your First 90 Minutes for Maximum Productivity
I do 90% of my valuable work in the first 90 minutes of my day. And I protect it ruthlessly: no meetings, no messages, no scrolling. Everything else can wait. Trust me, when you win your mornings, the rest of the...
March Adds 178K Jobs, Double Forecast, Rivals 2025 Total
US employers added 178,000 jobs in March. This was over twice as high as the consensus of 60,000. For context, jobs added in March nearly matched the yearly total for all of 2025, when only 181,000 jobs were added. https://t.co/HhjdreSvui
Jobs Surge Boosts Main Street, Participation Rate Still Lags
My five main takeaways from this morning’s strong March US Jobs Report: 1. Great news for Main Street: With a blockbuster 178,000 jobs added and unemployment dropping to 4.3%, the labor market is outperforming expectations. 2. The supply-side challenge: The labor force...
Redefine Middle Management to Drive Digital Transformation
#TPSS tip of the week: Focus on redefining the role of middle management. https://t.co/wQ2EOIJcAC #IoT #sustainability #AI #digitaltransformation #PeggySmedley #podcast
Trump's Pharma Tariff Won't Lower Prices, Study Finds
Trump's proposed 100% tariff on pharma imports would have limited impact, analysis says. Why? 68% of U.S. prescription drugs are already made domestically. Prices are driven by patents & rebates, not import costs. Healthcare
AI Citations Need Extraction‑friendly, Trustworthy, Machine‑readable Content
Getting cited in AI responses requires more than strong SEO. It demands content built for extraction, trust, and machine readability. https://t.co/uoxw3RU6ay via @slobodanmanic, @sejournal
Payroll Surge and Falling Unemployment Boost Bull Market
Good sign supporting the bull market U.S. Nonfarm Payrolls Jump 178K in March, Beating Expectations as Unemployment Falls to 4.3%
Build a System for Consistent 2‑3X ROAS
If your ROAS fluctuates every week, you don’t have a system yet. Predictable brands operate at 2X–3X stable returns. Consistency comes from testing + structured funnels. Control the system, control the scale.
Zero Staff, High Marketing Spend Drives Scalable Revenue
Some are saying this Medvi story is fraudulent. What others in the industry are saying is with zero headcount, all the $ can go into marketing (meta, affiliates, etc). All the infra is rented. Operating margins will be extremely low,...
Blue Owl’s Credit Woes Mask Hidden Asset Value
$OWL hit all-time lows today after record redemption requests. The credit business deserves every bit of this. But Blue Owl also has a GP Stakes business and a real assets business that have zero direct connection to software loans or BDC redemptions. Ran...
Dollar's Upside Surprise Effect Fades, Weakness Looms
A few months ago, I wrote about how upside data surprises weren't lifting the Dollar anymore. Today is a case in point. Big upside surprise to payrolls and the Dollar does basically nothing. We're seeing regime change for the Dollar...
Job Gains Surge 178K, Unemployment Holds at 4.3%
Dude can use some good news: Job creation spiked up 178K w/#unemployment held steady at 4.3%. Get ready for a #Trump victory dance. #realestate #CRE #economy #interestrates #mortgage #TheFed #finance https://t.co/PZiEZSvGF9
Wage Growth Slows to 3.5%, Threatened by Rising Inflation
Important point: Wage growth slowed in March to 3.5%. That's the lowest since May 2021. 3.5% looks decent, but we're in the midst of a big surge inflation as gas and transport costs rise. We could easily hit 4%+ inflation, which will...
ECB's Simkus: Too Early to Judge April Meeting
ECB’s Simkus says it is too early to call the outcome of April’s meeting https://t.co/GyAjrsyZA3 via @mseput https://t.co/uL1RzTuL18
Retention, Not Ads, Drives Sustainable Profit Growth
Scaling ads without fixing retention is risky. The best brands generate 30–60% revenue from repeat buyers. Email + WhatsApp automations = hidden goldmine. Profit is made after the first sale.
US Jobs Surge 178K, Biggest Upside Surprise Since Jan 2024
Given the backdrop of the US economy, the net +178K increase in #NFPs is good relative to the +50K expected, rendering the biggest upside 'surprise' since January 2024 https://t.co/wrWXmWQyXu
Data Shows Social Selling Replaces SEO and GEO
Why the data shows that social selling is the new SEO / GEO by @Timothy_Hughes https://t.co/uVT5YMhhva @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #Marketing #Leadership #SEO #GEO #ArtificialIntelligence #TechNews https://t.co/z1WsNxrqem
Stop the Corporate Polo: Outdated, Unflattering, Gender Blind
The Corporate Polo Shirt has been the default canvas for company logos for 50+ years. Not because it's flattering (it isn't), not because it's comfortable (debatable, at best), and not because employees are clamoring for more pique cotton in their...
March Payroll Surge Likely Unsustainable, New Data Shows
If you think the reported jump in payrolls in March is sustainable, I have some news: https://t.co/zRB6pq1mqD
Low Claims Make 15K Monthly Jobs Viable
As long as jobless claims stay low, adding 15,000 jobs per month for 3 years will be acceptable for a neutral policy.
Only Outsource when You Can Afford Fair Pay
I've never had an employee... not once in seven years of running a business full time. I work with small business owners and freelancers on retainer or per project. And if I can't afford to pay someone what they're worth, I'm simply...
Middle East Turmoil Threatens Global Industrial Supply Chains
The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry https://t.co/q4PGQdnQp0
UBTech Offers $18 M Chief Scientist Salary, Defying Chinese AI Norms
Chinese Humanoid Robot Maker UBTech Offers $18 Million to Hire Chief Scientist The advertised salary is unusual for a Chinese AI industry that’s eschewed the mega pay packages that the likes of Meta Platforms Inc. have put together for elite...
Surprise US Payrolls Lift Yields, Hit Emerging Markets
The last thing the word needed this morning was strong US data. But that's what we got. A +1.5 standard deviation surprise on payrolls that's pushed up the 2-year yield 5 basis points, which is broadly in line with its...