Social•Mar 9, 2026
China's CPI Surges, Deflationary Trend Reverses
1/6 China's deflationary environment continues to improve, with high-than-expected numbers in February. CPI inflation was 1.3% year on year and 1.0% month on month. Month-on-month inflation has been positive since December and mostly positive since July. https://t.co/gpaBJ53yli
By Michael Pettis
Social•Mar 9, 2026
Native‑born Job Gains Minimal Amid Massive Overall Growth
we're up just 150k for native-born workers over the last year https://t.co/eUQjDMCvxT The growth in employment was 1.5 million 2024 to 2025, but we know Trumpers are scared of numbers
By Dean Baker
Social•Mar 9, 2026
Pokemon Company Hires PhDs to Engineer Real‑life Creatures
1) Are we getting closer to breeding real-life Pokemon?🙃 The Pokemon Company in Japan is recruiting PhD candidates in science, engineering, or agriculture. They say they prefer people with "experience in the ecology of plants and animals". https://t.co/vuShd35i95
By Serkan Toto
Social•Mar 9, 2026
China Refuses U.S.-style Role in Iran Partnership
.@ZichenWanghere: “China is not willing to play the same role for Iran that the United States has long assumed for its own partners. But that does not mean that China is feckless…Too many observers still measure every rising power against...
By Jonathan Cheng
Social•Mar 9, 2026
Transparent Pricing Would Stop Companies Adopting Exploitative Health Plans
No. Companies would understand pricing better and wouldn’t sign up for rapacious health plans that they force their employees into https://t.co/oSzKYa5915
By Mark Cuban
Social•Mar 9, 2026
China Acknowledges Deflation Risk, Vows Positive Cost Growth
“Encouragingly, China now seems very alert to the threat of deflation…Li Qiang said the government will steer the cost of living ‘back into positive territory.’ That’s tougher language than last year…a welcome recognition that Beijing has a problem.” https://t.co/V270GGGAJB
By Jonathan Cheng
Social•Mar 9, 2026
Trump's Aggressive Foreign Policy Fuels Higher Oil Prices
Last month I wrote a column about whether Trump could take credit for low oil prices. Trump loves to talk about how much he wants/pushes for low prices, but I argued his aggressive foreign policy was a massive bullish driver of...
By Rory Johnston
Social•Mar 9, 2026
Consistent, Mundane Execution Beats Occasional Brilliance
We tend to mythologize breakthrough moments—the IPO, the product launch, the decisive pivot. But ask any seasoned operator what actually separates high-potential talent from high-impact leaders, and they rarely mention raw intelligence or creativity. They mention consistency. The market doesn’t reward...
By Fayaz King
Social•Mar 9, 2026
Risk‑off Defies Norms as Yields Stay Flat‑up
Puzzling. In risk-off market yields go down, but they're flat to up, globally (so not "sell-America"). Central banks seen as less likely to ease. True, until you get non-linearities and recessions (e.g. summer of 2008, oil up sharply and ECB...
By Greg Ip
Social•Mar 9, 2026
Property Manager: The Toughest Role to Fill
I’ve found the Property Manager position to be, by far, the hardest role to hire for.
By StripMallGuy (Don Tepman)
Social•Mar 9, 2026
China's CPI Jumps 1.3% in February, Outpacing Forecasts
China Consumer Inflation Beats Expectations on Holiday Boost—The consumer-price index rose 1.3% from a year earlier in February https://t.co/U4ziLySrnu https://t.co/U4ziLySrnu
By Jonathan Cheng
Social•Mar 9, 2026
Oil Surges Past $100, Inflation Data Gains Weight
Middle East tensions spike oil past $100 and shake inflation forecasts. This week's CPI and PCE data could pack extra punch as rate cut hopes fade. 🟢 Open https://t.co/dcFgI6Pdro
By Ed Yardeni
Social•Mar 9, 2026
Streamline Book Club Admin with Simple Productivity Hacks
📅 Want to reduce the workload of running the book club? ✅ I shared simple productivity moves like calendar invites and templates for reminders. 📨 Less admin work means more time for the conversation that matters. https://t.co/4Iyy80KjlQ
By Monica Burns
Social•Mar 9, 2026
Beijing's Choice: Strategic Counter or Patient Wait
The only question that matters in the next few weeks is whether Beijing concludes that the Iran escalation cutting off 40% of Chinese oil imports was deliberate and therefore demands a strategic response, or concludes that it was reckless and...
By Adam Butler
Social•Mar 9, 2026
Brent Crude Jumps 25% Amid Middle East Conflict
*BRENT CRUDE OIL EXTENDS SURGE TO 25% ON MIDEAST WAR DISRUPTION In addition to rallying 25% today (Sunday night), May Brent Crude oil futures are up 56% since last Wednesday's low (March 4th). https://t.co/Afycm5leiS
By Jim Bianco
Social•Mar 9, 2026
Asia Faces Deep Shock as Energy Prices Surge
We discussed on the impact of the crisis on Asia and it is a big negative shock for the region as we are very oil and gas dependent & we are importers of that from the Middle East. Price higher =...
By Trinh Nguyen
Social•Mar 9, 2026
Strait of Hormuz: Global Economy’s Vital Artery at Risk
If you want to understand global oil trade think of this as the world's circulatory system. Pinching the Strait of Hormuz is like closing a major artery. It will cause damage the longer it is closed and if not careful, you either...
By Sal Mercogliano
Social•Mar 9, 2026
Oil Surges, Gold Slides as Dollar Rallies
Oil spiking to $107 while gold falls. The dollar is strengthening as global markets panic. Both moves happening at once. 🔒 Members-Only https://t.co/Og6roiaoNd
By Ed Yardeni
Social•Mar 9, 2026
Four Loko Poised for $400M Sale Amid RTD Boom
Four Loko may be sold for $400M. Phusion Brands is exploring a sale of the Four Loko brand as the ready-to-drink category significantly outperforms beer, wine, and spirits by almost 15%. Four Loko launched in 2005 and took college campuses by storm...
By Niklos Alexander
Social•Mar 9, 2026
Boards Must Prioritize Decision Speed Over Vanity Metrics
MyPOV: Million-dollar HR tech decisions are being made in boardrooms every day. But do boards really understand what’s at stake? @rwang0 Ray Wang, CEO of Constellation Research, joins Julie Develin to break down the AI revolution, the shift from...
By R “Ray” Wang
Social•Mar 9, 2026
Popular Frameworks Aren’t One‑size‑fits‑all; Ditch What Stresses You
Honest confession — I tried Profit First when I first started my business because everyone swore by it. Five accounts, constantly moving money around, paying bank fees I didn't need to be paying. It genuinely stressed me out more than it...
By Samantha (Strategic Bookkeeper & Fractional CFO for Creatives)
Social•Mar 9, 2026
Oil Price Spikes $40 in a Week; Panic Insufficient
People aren’t freaking out enough The situation is not under control Price of oil up 40 bucks in a week
By Jack Farley
Social•Mar 9, 2026
Navigating Financial Stress in a War‑Stricken Economy
Beyond market dynamics. Financial stress and the way forward in a war stricken economy. https://t.co/LIopIEO6s7 https://t.co/BjcTLG016G
By Rohit Srivastava
Social•Mar 9, 2026
Don't Chase Brent Spike; Hormuz Closure Unlikely to Worsen
Brent is $106 and markets are in full panic mode. They were slow to price the de facto closure of the Strait of Hormuz, but at this point the Strait isn't going to get any more closed. If anything, it'll...
By Robin Brooks
Social•Mar 9, 2026
Taiwan Caps Weekly Oil Hikes, Likely Freezes Power Rates
Taiwan's government will set a weekly cap on oil price increases to help contain domestic inflation, local media reports 🇹🇼🛢️ Fuel prices to be adjusted overall by ~5% this week The likelihood of freezing electricity tariffs in April is high https://t.co/tTWfUV2wiI https://t.co/LgRs7ClOH7
By Stephen Stapczynski
Social•Mar 9, 2026
Trump Admin Anticipates Prolonged Oil Disruptions Amid Russia‑Iran Ties
A sophisticated man like Bessent “unsanctioning” Russian oil as Russia is… 1. Openly supporting Iran 2. Reportedly helping Iran target US assets 3. Still fighting Ukraine …strongly suggests the Trump Admin knows these oil disruptions are going to be longer than expected.
By Luke Gromen
Social•Mar 9, 2026
Gulf War III Cuts Global Oil Supply by 20%
Yeeps: @Bob_McNally of @RapidanEnergy "Gulf War III has disrupted ~20% of global oil supply for nine days and counting – more than double the previous record set during the Suez Crisis of 1956-57, which disrupted just under 10%."
By Greg Ip
Social•Mar 9, 2026
Historic Oil Supply Loss Doubles Suez Crisis, No Spare Capacity
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
By Bob McNally
Social•Mar 8, 2026
Hormuz Closure Triggers Sulfur Shortage, Sparks Demand Destruction
Negative supply shock will lead to price increases & the only way to correct that if supply doesn’t rise is, well, demand destruction. We are headed towards demand destruction if the conflict doesn’t end by Day 14. Today is Day 10....
By Trinh Nguyen
Social•Mar 8, 2026
Investors Shocked by Liberation Day, Split on Hormuz Risks
Liberation Day: Investors stunned, didn’t think he’d do it after Trump 1.0, tariffs universally hated among investors Strait of Hormuz situation: Investors more afraid of a TACO, Wall Street opinions about the Iran operation not as universally negative as Liberation Day
By Conor Sen
Social•Mar 8, 2026
Low Reserves Raise Borrowing Costs and Default Risk
Isn't it likely that countries in fiscal distress find it hard to borrow, have to pay high default premia, and run down their reserves like everything else?
By John H. Cochrane
Social•Mar 8, 2026
War Fuels Fertilizer Crisis, Threatens Asian Economies
The war’s not stopping because of some pain at the American pump. The implications for global fertilizer markets (ammonia, sulphur) are probably going to be as big of a deal as the energy disruptions in several months. Asian economies are in...
By Christopher Vecchio
Social•Mar 8, 2026
Short Basket Surges 6% Amid 2026 Market Dispersion
On Liberation Day, we created a Long/Short basket (dollar neutral) meant to capitalize on any fears of stagflation due to Tariffs. That wasn’t our expectation, however. We wrote “The likely result…the administration declares victory, and most tariffs eventually come down...
By Citrini7 (pseudonymous)
Social•Mar 8, 2026
Trump Says $100 Oil Is Temporary, Will Fall Post‑Iran Threat
Trump on oil prices above $100 a barrel: “Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a small price to pay.” https://t.co/jdsCvB0BtP
By Javier Blas
Social•Mar 8, 2026
Voter Anxiety Over AI’s Economic Impact Rises
Voters are already anxious about the economic impact of AI, and the effects will surely grow in the coming months and years. Yasmin Khorram and Cheyenne Haslett explain what's happening, with some data from our Canaries in the Coal Mine...
By Erik Brynjolfsson
Social•Mar 8, 2026
Small Caps Tumble over 3% Amid Inflation Fears
Small caps down more than 3% because 1.) Inflation is a much bigger worry than a week ago and no cuts are coming? 2.) Sell the winners? 3.) Lucy https://t.co/3gsriv02Qd
By Ryan Detrick
Social•Mar 8, 2026
India’s Fertilizer Reliance Highlights Asia’s Supply Vulnerability
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
By Trinh Nguyen
Social•Mar 8, 2026
Strait of Hormuz Never Closed, Closure Deemed Unthinkable
“In the whole written history of the strait, it has never been closed, ever,” said JPMorgan Chase analyst Natasha Kaneva,” of the Strait of Hormuz. “To me, it was not just the worst-case scenario. It was an unthinkable scenario.” https://t.co/x0YxXLfMu6
By Gunjan Banerji
Social•Mar 8, 2026
Inflationary Assets Surge; Food Price Spikes May Spark Unrest
$105/bbl A few months ago many said this would never happen. Never bet against inflationary assets in an inflationary era. Deglobalization is structural no cyclical. Watch food prices next. In a world of extreme inequality, with a Fed that needs lower rates to keep...
By Tavi Costa
Social•Mar 8, 2026
Stop Over‑Segmenting: One Persona Beats Six Empty Versions
If you’ve created 6 different buyer personas - it’s time to be honest with yourself. Are you really going to create 6 different versions of your content? A version for each one? You could. It is possible. But I would...
By A. Lee Judge
Social•Mar 8, 2026
President Faces Market Pressure for Iran Off‑Ramp
The President is aware and addressing it. How heavy will be the expectation for an offramp on Iran so that he can stabilize the markets?
By John Kicklighter
Social•Mar 8, 2026
Rising Energy Prices Lock in Inflation, Halt Rate Cuts
With this move in energy and commodities prices, inflation will have a 5-handle in no time. And with that, rate cuts will be firmly off the table this year. Due to the upcoming pain for the U.S consumer, I believe we'll...
By Julian Klymochko
Social•Mar 8, 2026
CEOs Stay Silent on Democracy Out of Fear
America’s CEOs aren’t acting in the interest of shareholders by staying silent about democracy and the rule of law, they’re acting out of fear.
By Scott Galloway
Social•Mar 8, 2026
Brent Surpasses $110 Amid Hormuz Turmoil – Outlook?
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
By Anas Alhajji
Social•Mar 8, 2026
Final Interview: Solve Real Business Problem Live
POV: You’re on round 8 of the interview process and they ask you to present a solution to their actual business problem to a panel of 6 people
By The Random Recruiter
Social•Mar 8, 2026
PMs Must Be Users' Lawyer, Demand Impact Validation
Great PMs are the user’s lawyer in the room. You’ll constantly be asked to ship things that help the business but hurt usability. Your job is to say: “Show me the user impact,” and demand real validation before you trade...
By Dr. Axali (Seena Labs)
Social•Mar 8, 2026
Vulnerability Beats Perfection: Trust Grows Through Honesty
Rule 5: Show vulnerability. Nothing builds trust faster than honesty about your failures. Audiences don't connect with perfection. They connect with authenticity. 07/12
By Michael Hyatt
Social•Mar 8, 2026
Stop Overpaying Agencies: Cut 60% TOF Spend
The number of 7 & 8 figure brands that we audit whose agencies are running clicks / leadgen and very very TOF metrics is mind boggling to me. Yes these events “can” have their place as a % of your budget...
By Kody Nordquist
Social•Mar 8, 2026
Trump Tariffs Stalled Job Growth, Raising Business Costs
"Job growth notably stalled after President Trump began his tariff barrage last April, which created economic uncertainty and raised business costs." https://t.co/jaNVkXohlg
By Scott Lincicome
Social•Mar 8, 2026
Three Data Points Will Confirm or Kill Stagflation Narrative
🚨 THREE PRINTS. ONE VERDICT. This week's economic calendar isn't routine. Wednesday CPI, Friday GDP revision + Core PCE, and Friday Michigan Sentiment all land before the March 18 FOMC meeting. Together, they'll either confirm or bury the stagflation story that's been...
By dailyanalysts