New Geopolitics & Markets Insight for Subscribers
April 2, 2026, 4:50 AM, website comment for subs on geopolitics and markets. Link in reply below 👇 https://t.co/tWw5e5VWPG
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$BILD.V is a “boring” flooring roll-up led by a CEO who understands capital allocation. While the housing sector is weak, co is acquiring assets at 1–2x EBITDA. In 2–3 years, it could be trading at a 13–15% FCF yield, with further roll-up...
Simplify Payroll Migration with Nexus Suite
#SAP #SuccessFactors presents: Migrating your #payroll has never been easier (Feat. Nexus Suite by #TIK) https://t.co/DMLnyY5JiE >SAP webinar for SAP on-premise Payroll customers who are looking to migrate to ECP ft @TIKNexus. #EnSw #HRTech #HR #HCM
Caterpillar Ramps up $3.5B Capex to Meet Rising
Now throw in double memory (DRAM) costs, double energy construction (diesel) costs, not in my back yard impact. * $CAT is investing aggressively to expand. Capex juiced, $3.5B planned for 2026, +25% YoY) specifically to boost capacity.
BOE Flags Rising AI Risks and Iran War Fallout
BOE warns on escalating risks from AI, fallout from Iran war https://t.co/594BS0hMsV via @LauraNoonanX https://t.co/B8PjSkjcFw
China Clamps Down on Consumer Lending, Forces Lower Rates
Interesting Caixin article on China’s intensifying crackdown on the consumer lending and loan-facilitation business, with regulators summoning major platforms for talks and pressing the industry to sharply curb borrowing costs. https://t.co/BIv3i5trGx
Chinese Solar Makers Raise Prices, Market Remains Stagnant
Yicai: "Leading Chinese manufacturers of solar modules have raised the prices of their products, as China is lifting the 9 percent rebates on the export value-added tax for photovoltaic products. However even as large manufacturers have raised prices, the market...
Swiss Inflation Spikes to Yearly High Amid Iran War
Swiss inflation jumps to fastest in a year on Iran war impact https://t.co/n7MEJQhy7V via @bbenrath https://t.co/8IJWhj1Apq
Focus on the Invisible Layer for Real Leverage
The more I looked at build in public, the more I felt like most people show the visible layer: updates, launches, wins, motion. But the real leverage lives in the invisible layer: systems, feedback loops, pattern recognition, distribution mechanics. That invisible layer is what I care about now.
Leader Scrambles Deal
The moron in chief tore up a deal that would have capped it under 4%
China's EV Surge Cushions Potential Hormuz Oil Shutdown
China imports the most oil via the Strait of Hormuz but is also one of the best placed to weather its closure. EVs are part of that story. Five years ago China targeted 20% of new vehicles in 2025. They...
Oil Prices Surge to Suppress Demand, Fertilizer Costs Safe
PODCAST: Great to be back at "Odd Lots" with @tracyalloway and @TheStalwart. Lots to discuss linked to the US-Iran war: why oil prices will go much higher to destroy demand, but why expensive fertilizer doesn't mean a food crisis is coming. https://t.co/UoHIl2cOqk
South African Earnings Rise Steadily with Age
𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗯𝘆 𝗔𝗴𝗲 𝗚𝗿𝗼𝘂𝗽 🇿🇦 Here is the median monthly amount of how much each age group earns in South Africa: 👤15-24 years = 𝗥𝟰,𝟱𝟬𝟬 🟠 24 -34 years = 𝗥𝟱,𝟲𝟬𝟬 🔘 35-44 years= 𝗥𝟲,𝟱𝟬𝟬 🟡 45-54 years = 𝗥𝟲,𝟵𝟯𝟯 🔵 55-64 years = 𝗥𝟳,𝟯𝟲𝟳
Traders Prematurely Betting on BOE Rate Hike
Bailey says traders are getting ahead of themselves on BOE rate hike bets https://t.co/eeKELZndt9 via @tomelleryrees https://t.co/kDqxSw5RoE
Clear Expectations and Roles Drive Project Success
For project success, set realistic expectations. Understand your assumptions, roles, and responsibilities. Success requires more than just the software vendor; it needs clarity beyond the realm of technology. #ProjectManagement #Expectations https://t.co/RUCCK0U5UH
Q1 Sports Tech Sprint: Partnerships, Funding, New Tools
Q1 sports tech and @sportstechatlanta recap Attended the superbowl, nba all star, Indian wells, and some NBA games in between. Crafted partnerships for a couple partners We are hoping to close funding rounds for two clients in early q2 Aiding in development on...
US VCs to Pour Billions Into Free Iran
Cannot wait to fund brilliant Iranian founders out of a FREE Iran. I predict billions will be invested by US VCs in partnership with Persian expats once the people take back their country of Iran and remove repressive Islamic tyranny....
Global Strategy Drives Disruptive, Long-Term Geopolitical Conflict
This was never a local conflict. What looks regional is built on years of preparation, alignment, and strategy. Different actors. Shared objectives. Long-term planning. And the focus isn’t just confrontation — it’s disruption at scale: energy flows, shipping routes, and global systems. That’s what makes this different. Not short. Not...
Aligning Talent with Cybersecurity Hiring Needs
@1MortalMan Thanks for the repost, from @HRCurator Aligning talent and #cybersecurity hiring needs @Exchange_HR https://t.co/WwctxHTIOD #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
China's Oil Shock Prep Fuels Investor Gains
China was ready for an oil shock and now investors are reaping the rewards https://t.co/5KptlsOcOf
Oil Jumps $5 on Trump's Open-Ended Iran Attack Threat
SINGAPORE, April 2 (Reuters) - Oil prices climbed more than $5 on Thursday, as President Donald Trump said the United States would keep up attacks on Iran without committing to a specific timeline to end the war, fanning investor...
Trump’s Iran Rhetoric Signals Endless Conflict, Delays Bull Market
Thoughts? Trump's escalation rhetoric toward Iran could mean we're entering an era of perpetual global conflict rather than isolated wars, a continuous cycle that's impossible to resolve quickly. Compute, data, energy, infrastructure, and defense-adjacent industries—could quietly benefit from prolonged instability,...
World Powers Divide Leadership: US Yet to Define Role
-- Netanyahu leads by initiating the war -- Tehran leads in shaping the horizontal escalation -- Asia, Europe and the Mideast being asked to take the lead in reopening the Strait of Hormuz -- The US takes the lead in...?
China Likely Remains Cautious on Iran Mediation, Not Catalyst
Will Beijing throw its weight behind Iran negotiations? That is a key question we tried to answer in our China Macro Watch report released yesterday. While markets and diplomats anticipate a more proactive Chinese role in mediating the Iran conflict,...
Comedy Central's Recruitment Flops; Admins Claim Premature Victory
Seems the recruitment campaign from Comedy Central isn’t going so well, therefore the administration has decided to declare victory and move on. 🫡 https://t.co/Zwq3uKNXJK
Trump’s Annual Crisis‑driven Theatrics Become Predictable Spectacle
2 April 2025: Trump unleashes his reciprocal tariffs storm 1 April 2026: Trump delivers the hollowest "address to the nation" in the 2nd month of the Iran war oil shock Any guesses for April 2027 and April 2028?
Calm Systems, Not Hustle, Drive Income in Accelerated Age
Calm systems create more income than forced effort. This is the new way to work in the age of acceleration. It starts with a regulated biology.
Essential Reads for Leaders: Logic, Ethics, Exponential Growth
The Modern Leader’s Reading List: Logic, Ethics, and Exponential Growth by @Timothy_Hughes https://t.co/JcowP65IUZ @DLAIgnite #SocialSelling #DigitalSelling #Sales #Marketing #Leadership #Books #Strategy #Culture #Reading #ArtificialIntelligence #AgenticAI https://t.co/Tl2n6TAIDW
Trump’s Address: Empty Rhetoric, Iran Threat Over Oil
What was the purpose of Trump's address to the nation? - He said absolutely nothing that hadn't already been said multiple times in recent days - He offered nothing to sustainably drive oil prices lower and US equities higher - Given the widespread...
China Must Shift From Export Model to Balanced Trade
1/5 SCMP quotes Qiushi as saying "the inherent traits of China’s economy dictate that the export-driven model relied upon during its phase of outward-oriented accumulation is unsustainable, making the push for balanced trade development inevitable." https://t.co/E39ctbmg5R
Claude Optimizes Lambda, Cuts AWS Bill by $1K Monthly
Claude helped me reduce my AWS bill by about $1000 / mo. Just by tightening up a lambda which kept timing out, adding in better exception handling etc. Very pleasant surprise when I went to pay the bill today.
Chinese Firms Profit by Reselling Record LNG Amid High Prices
"Chinese firms are reselling record volumes of LNG, cashing in on soaring spot prices as China has enough domestic and pipeline gas to meet its own weakened demand, in stark contrast to other Asian buyers scrambling to replace supplies cut...
April Shut‑ins Match Historic 400 MMbbl IEA Release
If we assume that Hormuz remains closed for the next month, which now seems like a pretty solid bet, the barrels not produced by Gulf states thanks to production shut-ins in **April alone** will be roughly equivalent to the entire...
Tiny Teams Disrupt Industries, AI Fuels Next Wave
reminder it only took 50 people at Craigslist to disrupt an entire industry’s economics But also it takes less than that to build platforms like uber, eBay, doordash, etc that can provide new income to millions More of both will come as...
Gulf Conflict Threatens to Tip Fragile Global Economy
Even before the US-Israeli war on Iran, the global trade engine was faltering. With the Gulf war mounting, it may just push the global economy over the edge. https://t.co/NMD5CzxP9b
China Sees US‑Israeli Clash on Iran as Strategic Boon
China sees the US-Israeli war on Iran as a strategic gift. The great power, the US, is making enemies faster than you can shake a stick. Napoleon famously said, ‘Never interrupt your enemy when he's making a mistake.' https://t.co/tWhTBmSIBr
Earn Vendor Preference in an AI‑Driven Market
Winning the Invisible Journey: How to Secure Vendor Preference in an AI-Driven Market by @Timothy_Hughes https://t.co/FckfDIdoyM @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #MarketingStrategy #MarketingSuccess https://t.co/evV2Irxbal
Create a Distinct Sonic Identity for Modern Brands
Spotify just released a report: The Sound-On Era It includes tips for marketers on building a sonic identity, which might mean: 🎙️ A distinctive voice or tone 🎙️ A consistent music world 🎙️ A repeatable sonic mnemonic or signature https://ads.spotify.com/en-US/news-and-insights/sound-on-era/
Trump’s Vague Iran Remarks Spark War‑trade Market Swing
Trump’s live 20 mins speech over. He opened saying Iran is decimated. Didn’t say if US is withdrawing war. •Brent Oil rose again by 4% •Korea and Japan stocks lower by 1-3% •USD up slightly •Gold lower by 3% Total opposite of yesterday’s performance. War...
Activists Target Hidden ONE Cash, Driving Discounted Value
Another standard-looking activist headline, but for those in the know, this situation runs a lot deeper. I’ll explain. Elliott is asking shipping firm Mitsui OS&K for better cash returns to shareholders. Quite a standard approach for activists everywhere, and Japan is...
Trump Predicts Hormuz Opening as Brent Spikes 2%
Trump says the Strait of Hormuz will "open up naturally" Brent oil prices rise nearly 2% (a session high for the day) https://t.co/7fvQPaw1Bv
Trump Attributes Gas Price Surge to Iranian Attacks
TRUMP: "Many Americans have been concerned to see the recent rise in gasoline prices here at home. This short term increase has been entirely the result of the Iranian regime launching deranged terror attacks against commercial oil tankers and...
AI Should Automate Emails, Meetings, and Hiring
everyone's talking about AI replacing middle managers but the real unlock for me would be for AI to: - do my email - replace the need for all my weekly meetings and 1:1s - make hiring loops more efficient 😂
Colorado Leads in Expanding Apprenticeship Opportunities
Apprenticeships are a valuable way for students to gain hands-on experience, earn money while developing skills, and create pathways to good-paying jobs. Colorado is leading the way in expanding access to apprenticeships and connecting Coloradans with the skills employers need....
Threads Thrives on Reposted Viral Images, No Credit
The key to Threads success is taking a viral image from another platform and posting it here with the caption "this wins the internet today" and no other attribution
Understanding Candidate Psychology Boosts Offer Acceptance
Great candidates don’t disappear by accident. Most are lost in moments that could have been influenced. In this session, we break down the psychology behind candidate decisions—so you can turn more conversations into accepted offers. w/Pete Radloff and Jim Stroud The Psychology of...
War Boosts Iran's Nuclear Weapon Prospects, Says Mearsheimer
Distinguished UChicago Prof. John Mearsheimer on Pres. Trump and Netanyahu's FAILED war goals: “The chances that Iran will get a nuclear weapon have increased significantly as a result of this war.” https://t.co/ZvNgg6aqnl
Leverage View-Through Attribution to Boost Meta Campaign ROI
Something we're noticing across multiple 8-figure brands we're managing. After the changes to click attribution Meta started to heavily favor and over-utilize view-through attribution. As we swapped some brands over to 1DC/7DC exclusive optimization the total back-end performance and profitability is growing...
NHInsight HR Transformation Services Profile Receives Comprehensive Review
.@NHInsight's #HRTransformation Services profile on SD Worx by @ERennie_ is a comprehensive assessment of the company's offerings and capabilities: https://t.co/pdfmMsFnwF #HRservices #HR #AI #GenAI #Payroll #workforce #talent #Recruitment #WFM https://t.co/4EA7QUE8br
Netflix Targets 18‑49 TV Viewers in MLB Debut
18-49 👀 Netflix Connects with TV’s Dollar Demo in MLB Debut https://t.co/bBajOiM693 via @sportico @crupicrupicrupi