Spread Spike Likely Overreaction to Unexplained Market Shift
Spread has blown out to ~30% for no clear reason, with the stock back to pre-announcement levels. In just 6 weeks, sentiment flipped from pricing a bump (trading above the deal) to questioning close risk entirely. That is a sharp swing, and I think it may be an overreaction. https://t.co/n0IqmkrqWy
Dev Kantesaria Doubts Big Tech's Capital Allocation Predictability
Dev Kantesaria on not investing in $META and Big Tech "I was never happy with the capital allocation of these big tech businesses... it doesn't have the predictability that we like to see."
Reform Turns Into the Very System It Opposes
Baffling pivot by Reform. They're morphing into that which they purport to be an alternative to.
Athlete Billionaires: The Next Wave of Richest Sports Stars
💰New Episode💰 - A Conversation With @kbadenhausen About the Richest Athletes 👇 Sporticast: The Next Wave of Athlete Billionaires Is Coming https://t.co/7iRuBER3bh via @sportico
LAFC Leverages Korean Culture to Boost Son’s Rise
Son Rise: LAFC Cashes In With Another Korean Culture Tie ⚽https://t.co/CnlplBlvLe via @sportico @JustBirny @LAFC
You’re Not Alone: Community Beats Solo Weight‑Loss Journey
Founder Diaries Day 2 - About feeling less alone. Community. Something I feel very strongly about while building MYRESET — treatment alone is not enough. Especially for weight loss. It can be quite scary… injections, side effects, all the unknowns. Yes, doctor support matters. But honestly,...
CEOs Should Design, Not Drive: Be the Architect
A lesson I wish I learned earlier: CEO Architect > CEO Engine The engine is the thing that makes the business move. If it stops, everything stops. Architects don't move the business. They design the system that moves it without them.
Google Commands Nearly Three‑quarters of US Desktop Searches
Search captures demand. Public evidence creates it. “Across 41 major desktop sites in the US in Q4 2025, Google accounted for 73.7% of searches.” Brilliant piece from @amandanat https://t.co/SaLhMF6rwN
Future of Work: People, Agents, and Robots Unite
The future of work isn’t Human vs. Machine. We’re moving toward a "tripartite" workforce: People + Agents + Robots Despite AI’s ability to automate 57% of tasks, the human element remains the competitive edge. See why: https://t.co/akYPtsI3GU @McKinsey_MGI #AI #MWC26 #IoT #5G #FutureOfWork
Tech Upgrades Fail without Effective Human Execution
After optimizing business processes and tech in your digital supply chain, the human element is crucial. Without people executing effectively, operational and technological improvements mean nothing. #SupplyChain #DigitalTransformation #Leadership https://t.co/axUSHIj3uJ
Leaders Scale by Hiring Experts, Not Doing Everything
You are not supposed to be the best at everything in your business. You are supposed to have the vision, set direction, build the environment And hire people who can execute better than you. That’s how you scale.
Oracle Data Center Debt Costs Surge to High‑Yield Levels
Wow, borrowing costs on Oracle data center projects have widened to as high as S+450 $ORCL is IG. The data centers being built for Oracle are pricing like high yield.
Busy Professionals Need AI Screen Recorder—Seeking Testers
I could use some help. I'm not the kind of person to raise my hand and ask for help. I was taught that if you want something, you work hard for it. So that's how I live my life. I try to build things...
Promised Jobs Lag; Most Face Rising Prices
"Those jobs and factories haven’t materialized, at least on the grand scale the president and his top advisers have promised." "Even if... there are some sectors that have positive employment effects, the effect for most people is going to be higher...
Slow Decision Structures Stall Strategy Execution
Think your problem is strategy? Maybe. But it’s just as likely that decision-making structures are slowing you down instead. Because if decisions take too long, nothing else works the way it should. https://t.co/2yOttcZwQ0 #DecisionMaking #OrganizationalDevelopment https://t.co/FP3iUPeNKe
US Investment, Jobs, Trade Balance All Deteriorate Since Liberation Day
Since Liberation Day, a year ago today: * US foreign direct investment is lower * US factories employ 89,000 fewer people * US goods trade deficit is UP 2% https://t.co/LJ7h0yLJXG https://t.co/vWvQ4Xgy8E
Your Press Release Is Invisible to AI—Your Fault
Misunderstood Marketing - : Your Press Release Is Invisible to AI. Here Is Why That Is Mostly Your Fault. https://t.co/Xq1FPnfPri
Batik Air Trims Capacity 35% Amid Fuel Price Spike
Batik Air Malaysia has temporarily cut its capacity by 35 per cent until April 12 as part of a short-term capacity management strategy amid fuel price volatility and global economic uncertainty, the airline’s CEO tells me when contacted today. Read...
Intel Plans Additional Millions for SambaNova Startup
Exclusive: Intel looks to put millions more into SambaNova startup chaired by CEO Tan https://t.co/nAG4vveO85
Amazon Targets Globalstar Amid Apple Stake Complications
Macro: LEO consolidation accelerates as Amazon eyes Globalstar (GSAT +12%). Key: Apple’s 20% stake complicates talks; SpaceX competitive pressure. Risk: deal uncertainty, regulatory review. Trade: buy on confirmed deal. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Embargo Preferred Over Military to Stabilize Oil Prices
Taking Kharg Island or bombing powerplants takes Iran's oil off global markets for a long time. That spikes oil by a lot more and is what markets fear most. Better to do an embargo and take Iran's oil off the...
AI Powers $1.8B Automated
It's just an automated GLP-1 prescription mill -- nothing to lionize. How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company https://t.co/t00YcMDgKw
Jobless Claims Rise Slightly Ahead of Fed Speeches
Economic Calendar for Thurs. April 2 8:30am - Initial Jobless Claims: Expected 212k; Prior 210k - Continuous jobless claims: Expected 1.84M; Prior 1.819M 11:00 - Fed’s Logan speaks 12:45pm - Fed’s Bowman speaks
Hospitals Overspend on Consultants and Supplies, Resist Savings
Why aren’t any of these at risk hospitals publishing their full accounting so everyone can see where they spend their money ? All but one group of hospitals that I have looked at potentially investing in, spend so much on consultants...
Tariffs Fail; Prioritize Productivity, Affordability, and Growth
Tariffs have not created manufacturing jobs. Smart economic strategy would stop measuring success by the number of assembly lines reopened & start with what raises living standards: productivity, affordability and economic growth. by @jasonfurman https://t.co/3AnFZhCNK6
Most Retailers Expect to Raise Prices Within Six Months
Majority of retailers plan to raise prices over the next six months per KPMG research https://t.co/HWavaKDEbW via @wwd
Unexpected Email Reveals Hidden World of Ghost Workers
Just got this email out of the blue. Didn't know ghost workers was a thing. https://t.co/zl7IrKQEw3
From $250M Losses to $100B IPO: Chesky's Turnaround
Airbnb lost 80% of its business in 8 WEEKS during COVID. They were bleeding $250M/month and on the verge of collapse. One year later? They IPO'd at $100B. Brian's leadership turnaround is the greatest crisis management story in modern business. Here's how he pulled...
Link Design Decisions to Outcomes to Build Trust
💥 Stakeholders don’t distrust design decisions. They distrust decisions they can’t connect to outcomes. Here’s how to fix it 👉 https://t.co/DMR2HVCw19
US Manufacturing Expands Moderately, ISM Index Hits 52.7
U.S. MANUFACTURERS reported a moderate expansion of business activity for the third month running in March. The Institute for Supply Management’s manufacturing index edged up to 52.7 (50th percentile for all months since 2000). The index has been above the...
HeyGen's Seedance 2.0 Turns Content Into Cinema
This is where content creation becomes cinema. @Seedance 2.0 in HeyGen lets you create videos where your face stays the same across every shot, with dynamic movement. Drop "SEEDANCE" if you want to explore it.
Prioritize Core SEO Technical Fixes Over Minor Details
I don't disagree with the premise, but those are minor things and not major issues. Focus on indexing, redirects, internal linking, hreflang issues, schema (if it gets you SERP features). These are valuable things. Things that will move the needle.
Trump’s War Address Sends Oil Market Into Whiplash
Whipsawed once again: That is the state of the oil market and beyond as investors react to President Trump’s address to the nation regarding the Middle East War. (5-day WTI oil price chart below from CNBC.) #economy #markets #oil #MiddleEastWar @cnbc
WTI Hits $108, Still Cheaper Than Brent
Oil prices surge, WTI May at $108 now. This is the "cheap" oil (Brent is more expensive)
China Poised to Benefit From Iran War Dynamics
In the days after the Iran war started, Erica Downs and I wrote @ForeignPolicy about why despite large oil and imports through the strait, China could be a counterintuitive winner. This week’s @TheEconomist captures the dynamic well, far beyond...
Higher Retention Beats Bigger Audience Every Time
I would rather have 500 subscribers retaining at 80% than 5,000 retaining at 40%. Here's why. 🧵 https://t.co/sLO1HKWnDi
Markets Snap Back to Trend After Failed War‑off‑ramp Hope
One way to see today’s risk-off trade is markets hoped for an Iran war off-ramp in President Trump’s speech and there wasn’t one. Another is that markets were receptive to hopium at month- and quarter-end this week and now we’re on...
Gold: The Risk‑Free Reserve Asset No Forecast Needed
A good interview we did 18 months ago with Anthony Deden: "The reason we own gold as a reserve asset is rooted in something fundamental. What makes gold compelling are the risks we do not take by owning it. No...
Read This Essential Take on Trump's Tariff Anniversary
i might end up posting this 17 times today but if you only read one piece on the anniversary of Trump's Liberation Day Tariffs let it be this one, by Alan Beattie https://t.co/R5b5Z5FntW
AI Success Depends on Foundations, Not Just Hype
Everyone wants to be AI-first. Almost no one wants to fix the foundations. AI agents. LLMs. MCPs. A2A everywhere. Because that’s what everyone is talking about. CEOs push the “AI-first” narrative. More demos. More prototypes. More speed. Impressive on the surface. But what stands out...
Post on Saturdays for 40% More Views
Most Threads creators think weekdays are the best time to post. We analyzed 20,000+ posts from 255 creators last month. Saturday averaged 2,912 views per post. That's 40% higher than Wednesday. Everyone takes weekends off. That's exactly why you shouldn't.
Comfort Stalls Growth; Leaders Must Rethink Success
“It’s working. Why change it?” That mindset kills more progress than failure ever will. I’ve seen it often: Something works → results come in → comfort sets in And slowly, building turns into protecting. The shift is subtle: From “What’s possible?” To “What’s safe?” That’s where growth stalls. Strong...
Global Quad3 Stagflation Triggers Bond Yield Surge
US Stocks Only Fans don't get it, but The Bond Market does It's called Global #Quad3 Stagflation with a breakout in Bond Yields https://t.co/LfjSg2suV3
Caution Needed Before Declaring China Iran War’s Biggest Beneficiary
In this, some pushback against the view born of speculation or political prejudice that China is the biggest winner of the Iran war, innit? The args are warnings and poss serious but there is much to weigh b4 jumping to...
China Drives One‑Third of Global Growth Since 2000s
China has become a major engine of the global economy since joining the WTO in 2001, with its share of global production rising from 2% in 1995 to 16% in 2018 & as growing source of final demand. China accounted...
Speed‑First Vendors Prioritize Revenue Over Project Readiness
Vendors and integrators push for fast go-lives to get paid, regardless of readiness. They don't face the operational chaos or customer anger that follows. Their incentive is speed and revenue. #ProjectManagement #BusinessStrategy https://t.co/8hm2yvVJin
Natural Disasters Lead Supply Disruptions; Geopolitics Rise in Agri
Natural disasters emerge as the dominant trigger for supply disruptions in agriculture and energy. Geopolitical risks mainly affect energy and precious metals markets and have recently become important also for agricultural commodities https://t.co/vE0F6bepwD
Hedge Funds Suffer March Losses Amid Middle East Conflict
March was BRUTAL: Some of the world’s biggest hedge funds known for delivering steady returns lost money as the war in the Middle East roiled markets across energy, bonds and equities and forced traders to unwind crowded positions. Here are...
AI-Driven Layoffs: How to Safeguard Your Career
236 - Big Tech Is Laying People Off Because of AI. What to Do to Keep Your Job #ArtificialDecisions #MCC https://t.co/A5wbadStM5
CMO and CIO Merge Roles in Workday’s AI Marketing
When the CMO and CIO Share the Same Job: Inside Workday's AI Marketing Build https://t.co/tjsP1WGw7C