Quiet Market Ahead of March Payroll; Globex Closes Early
Cozy mini market day for the release of the March payroll report. Globex closes at 11:15 am for Good Friday
Foreign Central Banks Boost Fed Holdings by $3.3 Bn
The week ending Wednesday was the first in six weeks that foreign central banks did not draw on their custody holdings (Treasuries and Agencies) at the Federal Reserve. In fact, their holdings increased by almost $3.3 bln. See https://t.co/VPY5kkVh5i
NFL Media Rights Threaten the Film and TV Industry
. @MattBelloni writes about the NFL media rights negotiations from a Hollywood perspective. "One of the biggest threats to the film and TV industry maybe isn’t A.I. or YouTube or whatever studio Larry Ellison is consolidating today. It’s football." https://t.co/d0FHLVav0X
Shift From Hustle to Structure for Steady Revenue
If revenue still feels reactive instead of steady That is the stage where hustle stops helping and structure starts mattering most
Sports Ad Spending Faces Pressure Amid Economic Uncertainty
How Sports Ad Market Could React to This Dicey Economic Moment https://t.co/82dIgPJh0A via @sportico @crupicrupicrupi
Bond Vigilantes Reprice Yields as Oil Shocks Drive Inflation Outlook
Bond Vigilantes are repricing yield curves worldwide as oil shocks reshape inflation expectations. Global spreads reveal where markets see the biggest shifts ahead. 🟢 Open https://t.co/ntInn7MIg4
Full Hormuz Oil Replacement Unrealistic, 10‑
Ideas Dinner Manhattan: Strait of Hormuz, how to replace 21M bpd oil?? Existing bypass pipelines (Saudi 7M + UAE 1.8M) cover 40-45%. Full replacement? 10–20+ yrs, $40B+, geopolitically brutal, not realistic. Next 5 yrs: expansions might hit 55–65% max. https://t.co/eTeUaAMFgS
Blackstone CEO Calls Data Center Investments Conservative, Not Bubble
“This is not bubble-type work,” Blackstone CEO Schwarzman said in an interview with CNBC last December, brushing off concerns about data center investments. “This is extremely conservative.” https://t.co/nnGkJCdSMZ
CEO Seeks FCC Meeting After $83M Acquisition, Announces Lay
D.C. Memo: Circle City's McCoy Requests @AGomezFCC Meeting to Discuss @wrtv Growth Plan; McCoy, president and CEO of Circle City Broadcasting, initiated a round of layoffs after paying $83 million to acquire ABC affiliate WRTV in Indianapolis with an...
US Energy Shock Hits Prices; Asia Faces Real Shortages
Remember, the energy shock in the US is primarily about price. Elsewhere in much of the world, quantity is also a real concern. Indeed, you only need to look at the ongoing policy and household/corporate adaptations in an increasing number of...
AI Agents Will Price Token ROI Against Human Hires
The end game for AI agents is companies making decisions like do we give a product team $200K to hire another developer or an extra $150K in Claude credits? It will be similar math to hiring contractors versus full timers. The...
Employment Rate Masks Hidden Shifts; 1990s Workers Untroubled
What the employment rate doesn’t show: full-time vs part-time/gig, hours worked, income inequality, geographic shifts. Based on this chart, 1990s factory workers had nothing to worry about China & automation either.
Escalation Risks Dampen Risk‑Taking, US Jobs Keep Dollar Flat
Risk of Escalation Discourages Risk Taking while US Jobs Report May Extend the Dollar's Narrow Ranges: The shroud of the Middle East war overhangs the Good Friday holiday. The attack on an Iranian bridge yesterday threatens a response in kind...
China Gains Upper Hand in Iran Conflict
Today's pod: WHY CHINA IS WINNING THE IRAN WAR Energy crises tend to have strange ripple effects. The 1970s oil crises contributed to (among many other things): - stagflation, the demise of the New Deal order in America, & the ensuing...
Algorithms Penalize Authentic Content when You Stop SEO
I know how to make my posts go viral... But twitter gurus always say you should talk about your interests, daily life, etc. Thing is, the moment I stop yapping about SEO, the algo throws me out completely and visibility stops. I...
Redemption Gates Unlock Real-World Liquidity Premium Returns
Gates. Some thoughts 101 ish Lying to investors and promising liquidity is bad Gates and limits on redemptions that are well disclosed and understood by investors is literally the value proposition. If an investment vehicle is subject to instantaneous full...
AI Workflow Could Finally Make Tiny Web Projects Profitable
There's a type of project that makes most agencies uncomfortable: the small website job. Good enough to take, because the client relationship matters or the referral came from someone important. Too small to profit from, because design and build time eats...
Email Frequency Drives Revenue—Don’t Fear Over‑Mailing
Skims emails their list 5 times a week with new drops and restocks, driving a multi-billion dollar valuation. Meanwhile you're afraid of "annoying" your list and only send one newsletter a month, leaving thousands of dollars on the table.
War Fears Curb Risk Ahead of US Jobs Data
Fear that the Middle East war escalates in the coming days, before full liquidity returns next Tuesday, will likely limit risk taking today. US jobs is the focus in early North America. Three US army generals lost their...
Bond Volatility Drives Global Cross‑asset Market Turbulence
If the PPT wants/needs to manipulate the US Equity Futures, that's fine - we know how that ends (gravity always wins) The real problem is Bond Market Vol and there's no change to that TRENDING Breakout Pretty much every position, everywhere,...
KitKat Turns Heist News Into Interactive PR Stunt
🏆 Best April's Fools PR Campaign? The KitKat Heist Tracker 👇 Spotted by Finchling via its PR campaigns tracker functionality: "KitKat published an online tracker where consumers can enter the 8‑digit batch code on a pack to check whether it was...
Are Leaders Spending Energy on What Truly Matters?
Is this what you’re focused on as a manager/leader, or is your leadership energy expended elsewhere? #leadership #management #leadershipeffectiveness https://t.co/NZNB97zOvs
Chinese Payment Stocks Jump as Yuan Used for Hormuz Tolls
SHANGHAI, April 3 (Reuters) - Shares of some Chinese companies engaged in cross-border payments surged on Friday, after commerce ministry mentioned that ships had used the Chinese yuan to pay tolls passing through the Strait of Hormuz.
Oil Analysts' Warnings Ignored Until Supply Shocks Hit
Oil experts are an interesting breed of people. They are sorta like gold bugs. For long periods they sit in a distant corner of the financial markets. We pass by their desks and they nod at us...
Middle East War Will Raise Your Milk Price
The milk in your fridge this week may cost more next month. Not because of the dairy farm. Because of a war in the Middle East that nobody told you would reach this far.
US Asia Imports Drop in February Amid AI Surge
US imports from Asia fell in February despite rising AI buildout demand https://t.co/Hg52XqzW8J via @NikkeiAsia
Fed's Oversized Balance Sheet Undermines Inflation Goals
The essay from Lorie Logan is excellent. Unfortunately the tradeoffs of balance sheet size vs public good have been and continue to be mistakenly biased to narrow goals and miss the big picture which remains a failure of the...
Meta and Google Trial Signals HR Digital Wellbeing Focus
Meta-Google’s social media trial is a timely signal for HR on digital wellbeing @HR_Exec https://t.co/f8KZ96Vuaa #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Build Real‑Life Business with Simple Systems, No Hustle
Before you hit follow (which I hope you do), read this: I’m 46. Gen X. I’m not building an online business in perfect conditions. I’m building it while juggling real life - running a pub, with a one-year-old, limited time, and a lot going...
Traders Increase Bets on UK Rate Hikes This Year
Traders added to wagers that UK interest rates will rise this year https://t.co/MMX4qogHde via @highisland @alicegledhill1 https://t.co/2awWhutl3G
Global Oil Surge Drives Pakistan's Rising Petrol Prices
Not sure why people are criticizing the government so much over the petrol price, but the truth is that petrol prices haven’t just increased in Pakistan—they’ve risen globally. Prices in the international market have gone from around $65 to $120,...
Trump's 25% Metal Tariff Reshapes Supply
Trump’s new metal tariff policy applies a 25pc flat rate on many derivative imports and reshapes downstream costs. https://www.metalnomist.com/2026/04/trump-metal-tariff-policy-reshapes.html
Unscreened, Unqualified Hires Lead to Disaster
This is what happens when you have people unqualified to do the jobs and have no screening
OpenAI Buys Talk Show to Steer AI Narrative
OpenAI is moving beyond technology into storytelling. By acquiring a tech talk show, the company is positioning itself to shape how AI is explained, discussed and understood by the public. In the AI era, influence is not just built through products, but...
Cut Administrator Overhead, Empower Direct Worker‑Customer Connections
I'd be interested to see this graph for "administrator"-type jobs across all industries (academia, public schools, government, corporations, etc.) over the last few decades. Administrators represent a form of tax on value and innovation. The administrators didn't do anything wrong...
FiLMiC Pro's Decline After Bending Spoons Acquisition
Years ago, FiLMiC Pro was a casualty of being acquired by Bending Spoons. This video offers a more comprehensive look at what happened to a promising app after that acquisition. (And yeah, I do not like Bending Spoons’ way of...
METI Rules Force Companies to Negotiate with PE Activists
I wrote about this a couple of years ago. The METI Corporate Takeover Guidelines effectively oblige companies to engage with PE funds who approach. Activists and PE funds play Bad Cop Good Cop. Link in following tweet.
China Adds Household Income Boost to Top Policy
1/12 Caixin: "For the first time, China has embedded a dedicated plan to raise household incomes into a top-level national policy document, signaling a change in priorities as policymakers grapple with persistently weak consumer spending." https://t.co/ynrYu49v8R
Free SEO Audit Reveals 58/100 Average, Easy Fixes
I ran our free SEO audit on 20 sites this week. The average score? 58/100. Most common issues: 1. Missing H1 headings (72% of sites) 2. No internal content links — just nav/footer links (65%) 3. Duplicate meta descriptions across pages (48%) 4. Thin content under...
Hidden Milestones Reveal Real Indie Hacker Progress
SIGNS YOU'RE ACTUALLY MAKING PROGRESS AS AN INDIE HACKER: (even when it doesn't feel like it)
Escalating Conflicts Spread From Regional to Global
It doesn’t de-escalate. That’s the uncomfortable reality. These phases don’t resolve quickly, and they don’t reverse easily. Pressure builds. Friction increases. More actors get pulled in. And over time, what looked regional starts to connect. That’s how it spreads. More on the website. #Geopolitics #Macro #GlobalRisk #Strategy #War
Gold's Decline Signals Hidden Deflation Amid Tight Liquidity
Nobody wanted to sell when gold and silver were at their most overbought levels in years. Now, everyone will worry about how much more selling is left to fund the geopolitical crisis that is engulfing countries around the world. In...
Q1 2026 Dim Sum Issuance Rises 14% to 400bn Yuan
Caixin: "For the first quarter of 2026, dim sum issuance totaled nearly 400 billion yuan, up 14% from a year earlier." https://t.co/yksX2koWPr
Kremlin Says Strait of Hormuz Open for Russia
MOSCOW, April 2 (Reuters) - Kremlin aide Yuri Ushakov said on Thursday that the Strait of Hormuz was open for Russia.
Sales Calls Should Reflect, Not Just Pitch
The most successful sales calls are more like a mirror and less like a brochure.
Ruthlessly Shed Legacy Scaffolding to Unlock AI Agent Gains
One of the biggest lessons thus far in building AI agents is you have to be brutally unsentimental in your architecture. The models get better and better at handling things you previously built scaffolding for, you need to ruthlessly jettison...
Jamie Dimon Plans Media Venture After JPMorgan Exit
@axios reports that, in an interview on The Axios Show, Jamie Dimon said he may look to start a media venture after stepping down as CEO of JPMorgan Chase
GDP Growth Differs Under Hard Vs. Soft Budget Constraints
In my latest piece for Carnegie, I explain why GDP growth in economies that mainly operate under hard budget constraints is not comparable to GDP growth in countries, like China, in which a large part of the economy operates under...
Jobless Claims Hint March Unemployment May Dip
Yardeni Research Chart of the Day (April 2, 2026) Jobless claims data rarely lies. The 4-week moving average suggests March may bring a lower unemployment rate than February's 4.4%. Is the labor market more resilient than the headlines suggest? https://t.co/Q9AwUK9yDy
Speed Over Moats: Teams Must Outrun Short‑Lived Defensibility
1. Yes, current moats matter But also… 2. The team and evidence of how fast you are moving today may be even more important because defensibility could be short-lived so can your team move fast enough to continually stay ahead