White House Policies Hit Your Wallet Directly
Policy feels abstract right up until it lands in your budget. That’s the point: the stakes are real because White House decisions can show up as pricier gas, a bigger health bill, and higher prices on imported goods. https://t.co/JkEALd3F4O
Post-War Iran: Uncertain Oil Disruption Potential
One day the war will end. Iran has been crippled and may be further bombed back to the Stone Age. But once the war ends either Iran will be able to disrupt global oil flow or it won't be...
True Leaders Protect Their Team in Tough Times
Leaders are seen in the worst moments. Always protect the team that took you to were you are today. Growth mindset by @bcherny 👏
Reskill Teams to Bridge Network Transformation Gaps
Network transformation outpaces workforce readiness, creating gaps between current skills and software-driven operations. Closing them needs precise mapping and focused reskilling so teams can operate and adapt without raising cost or risk. Microblog @antgrasso #Telco https://t.co/NOnv24OPAZ
Equities Dominate Consumer Spending Outlook, Eclipsing Oil
Why the stock market looms larger over the outlook for U.S. consumer spending than oil prices: Equities held at market value account for more than 25% of household net worth, the most on record in 80 years of data (https://t.co/hFEP95KsDI)...
ADP Jobs Beat, Oil Inventories Drop Ahead of Fed Talk
📊 Pre-Market Brief | Wed, Apr 1 ─────── 📅 MACRO DATA Crude Oil Inventories: Est 1.8 | Prior 6.9 ISM Manufacturing PMI: Est 52.3 | Prior 52.4 ADP Non-Farm Employment Change: Act 62 | Est 41 | Prior 66 🟢 ─────── 💰 MAG 7 EARNINGS None this week 🏛️...
Believe the Best Is Still Ahead to Thrive
The most important quality an agency owner can have for success has nothing to do with sales, or hiring, or positioning. It’s believing the best is yet to come. You must possess a genuine, deep conviction that your biggest, most important...
Geopolitical Risks Are Temporary; Stick to Fundamentals
Geopolitical Risk Is A Recurring But Temporary Driver Of Markets ➡️While recent developments such as rising oil prices, evolving tariff policy, persistent inflation... can heighten investor anxiety, the more pressing challenge for advisors is helping clients distinguish between short-term noise...
China’s 90% Model Threatens Global Industries
𝐓𝐡𝐞 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐓𝐡𝐚𝐭 𝐂𝐨𝐮𝐥𝐝 𝐃𝐞𝐬𝐭𝐫𝐨𝐲 𝐘𝐨𝐮𝐫 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 In my latest interview on @ndtv , India's leading English-language business news channel, I break down 𝐂𝐡𝐢𝐧𝐚'𝐬 90% 𝐌𝐨𝐝𝐞𝐥: 𝐚𝐧 𝐞𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐭𝐨 𝐜𝐨𝐦𝐩𝐞𝐭𝐞, 𝐛𝐮𝐭 𝐭𝐨 𝐬𝐲𝐬𝐭𝐞𝐦𝐚𝐭𝐢𝐜𝐚𝐥𝐥𝐲 𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐭𝐞 𝐠𝐥𝐨𝐛𝐚𝐥 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧. China builds...
U.S. Must Rethink Oil‑Security Ties with Diversifying Gulf States
Great new @ForeignAffairs essay by @ColumbiaUEnergy’s @ProfessorKaren about how post-war, the historic “oil for security” relationship is no longer tenable, & US needs to update its approach to Gulf states that are rapidly diversifying their economies https://t.co/Nmszm8a5bu
Missing Trump‑Xi Meeting Fuels Growing Economic Tensions
Every week that passes without a face-to-face meeting between Donald Trump and Xi Jinping gives fresh grievances time to accumulate. That growing list is testing both sides’ ability to keep ties steady between the world’s top economies. https://t.co/o2VydKr70h
Allbirds' Rapid Overexpansion Doomed Its Core Brand
I think Allbirds failed because they tried to do too much and grow too fast too soon and that left them scrambling to make up revenue as a publicly traded company. I think being public was a crash grab for...
China Poised to Weather Hormuz Oil Shutdown
How China can survive without the Strait of Hormuz The world’s largest importer of oil through the Strait of Hormuz is, paradoxically, also one of the best placed to weather the waterway’s closure. https://t.co/YczOlt8T4v
Watch Key Levels for Macro‑Driven Risk‑Off Moves
Here’s is my🔥 #stickynote for April 1, 2026: Macro-heavy session with data + Fed speakers — watching for risk-off tone and reaction to key levels 👀 🧠 Macro Focus: Oil strength + macro catalysts could keep pressure on equities. Expect moves driven by...
Pakistan Enlists China for Iran Talks, Spotlighting Beijing's Sway
Pakistan brings China into Iran mediation, unveils 5-point plan Document highlights Beijing's diplomatic clout; doubts linger about its motives https://t.co/df7SyRHFYz via @NikkeiAsia
Energy Shock Accelerates Global Shift to Electrification
One month in to the war, some people are ready to call it. This energy shock will accelerate the world to a cleaner, more electrified future. “Electrification will be seen as the shock absorber.” https://www.nytimes.com/2026/04/01/opinion/oil-crisis-iran-electric-solar.html
TS‑cleared Engineers Needed for Urgent, Funded Startup
Looking for TS cleared engineers that want to work on a funded, urgent startup with big mission and killer people. Must be willing to live in CA, WA, HI for now
US Economic Surprise Index Peaks, Analysts Underestimated Momentum
The Bloomberg US Economic Surprise Index is bumping up against the highest levels since late 2023. Analysts seem to have underestimated how much momentum there was in the economy heading into the Iran war. https://t.co/qXTzGuZtlX
China Poised to Capture Market as Iran War Reshapes Trade
Iran war gives Chinese exporters chance to grab global market share Ample oil reserves and renewables growth make manufacturing sector more resilient than rivals https://t.co/Zm287YiQYa via @ft
Sub‑6% Mortgage Rates Hit Lowest Since 2015
Q4 2025 NMDB data reveals that 78% of mortgaged homes have a rate below 6%, that's down from the peak of 93% in Q2 2022. The share of mortgaged homes with a rate below 6% is the lowest since 2015....
Confidence Shifts Amid Iran Tensions and K‑Shaped Economy
ICYMI - Here's the video of my conversation yesterday with @BloombergRadio's @carolmassar and @timsteno where we discussed consumer and investor confidence amid the backdrop of Iran and the K-Shaped Economy. https://t.co/cW6ySEZJA8
Nike CFO Emphasizes Controlling What We Can Amid Volatility
“We also recognize that the environment around us has become increasingly dynamic, and we could experience unplanned volatility due to the disruption in the Middle East, rising oil prices and other factors that could impact either input costs or consumer...
Solo Business Success: 70% Persistence, 30% Planning
Building a solo business is: • 10% tactics • 20% strategy •70% not quitting when it gets hard The tactics are easy The psychology is brutal
Meta Adds Event‑linked Reels Ads for Instant Cultural Relevance
Meta is expanding Reels trending ads with content lineups tied to major events, including Fashion Week, F1, Black Friday, and NFL games, plus new categories like TV & Movies and Travel. Brands get a more targeted way to show up...
Culture Never Reverts; Nike's New CEO Sparks Debate
Back in September 2024, just after Elliott Hill was named CEO of Nike, I shared my pessimistic outlook on @cnbc with @BeckyQuick @andrewrsorkin. Let's just say, they were having none of it. As I shared, in culture, you can...
Long‑term Stability with China Hinges on Rare Earth Access
Stability and continuity with China will require continued access to rare earths and magnets, for at least a decade and beyond...
February Retail Gains 0.6%, Led by Department Stores
Retail sales +0.6% in February +3.0% dept stores +2.3% health, personal care +2.0% clothes +1.3% sporting, hobby, music, books +1.2% cars, parts +0.9% gas stations +0.7% online +0.5% electronics +0.4% restaurants, bars +0.4% building mats, garden -1.0% grocery -1.0% furniture
Fertilizer Costs Surge, Food Prices Remain Stable
Though fertilizer prices are soaring, so far food prices are not. Good news from Alan Beattie in the Financial Times. Featured on today's Chartbook Top Links: https://t.co/4bpBb11NI9
HR Won’t Disappear Despite Rise of Agentic
Josh Bersin: ‘We’re not going to lose the HR department’ because of agentic AI @UNLEASHgroup https://t.co/s9QVBq0SQS #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
CPI Overstates Inflation; Truflation Reveals Gas‑Driven Deflation
Remember the CPI is a one year fixed basket, which by definition ignores demand destruction in categories that rise in price (gasoline) and demand substitution in areas with falling prices. By definition this leads to an overstated CPI vs actual...
Jeff Passan on Robot Umpires, MLB Momentum, WBC Future
New pod: @JeffPassan on the wonders of the robot umps, MLB's momentum and the future of the World Baseball Classic. https://t.co/rOfROjqUgt
Beyond Meat Shares Plunge; CEO Blames U.S. Culture
Beyond Meat tumbles as CEO blames American society for its business struggles after issuing weak sales outlook https://t.co/YX9hzenK9z $BYND https://t.co/btUu0uOuGM
Europe Lacks Hamiltonian Power Without Central Tax Authority
Jacques de Larosière writes that "anyone who believes that Europe is close to a Hamiltonian moment has fallen victim to self-delusion. In fact, despite diverse external pressures for the Europeans to become a more powerful strategic force in the world,...
Markets React to Labor Data; ADP Beat Nudges Yields
Market will be sensitive to labor market data. A smallish ADP beat pressuring Ts a bit
JOLTS Signals Worsening Labor Market Ahead of War
JOLTS gives us bad news on the state of the labor market BEFORE the war https://t.co/vqa0JUhY2f
SEA QR Payments Surge, Powering Cross‑Border Trade
The IMF has a MUST-READ report covering Southeast Asia’s (SEA’s) QR-based digital payment revolution that is transforming cross-border payments, promoting local currency usage, and boosting trade and inclusion. Humble QR payments, born in China back in 2014, are now changing all...
Transparency and Reliability Set MyFundedFX Apart
Good to see @MyFundedFX staying transparent about their operations 👍 While others faced data issues, MFF kept traders informed. Operational reliability is crucial when choosing a prop firm - compare all the key factors at https://t.co/pKoy2KH6Y5 📊💪
ARK Adds Private OpenAI to ETFs, 3% Stake
ARK is going to add private co OpenAI into some of its ETFs. I believe it’s 4th ETF to do this, and def not the last. 3% weighting. Nice scoop from @shiringhaffary @isabelletanlee https://t.co/OITULFSOS1
Crises Spike Fossil Prices; Clean Energy Is Essential Hedge
Spoke to @AJEnglish on Iran war & energy. Crises always drive up fossil fuel prices. That's not a bug but a feature of dependence. The only hedge against this kind of disruption is the clean energy transition. The economic case just got...
Founder Keeps 49% of $1B Exit via Smart Build, Funding
Julian Hearn just sold Huel to Danone for €1bn. he walked away with £420m personally. that is 49% of the exit. most DTC founders who raise that much end up with 15%. two things made the difference: how he built the business, and...
US Election Clock Forces Push to End War, Brent Slides
Brent has fallen sharply as the US sounds increasingly like it just wants to declare "mission accomplished" and end this war. I do think the midterm elections later this year mean the US is on a very tight timeline and...
Attorney General Warns Merger Harms; Data Shows Fees Already Rising
Colorado Attorney General @pweiser said: “This merger would put @NXSTMediaGroup in a position to raise the fees paid by cable and satellite companies and fire many trusted local reporters as part of consolidating the two local news operations. Because of...
Deliberate Cohesion Needed for Combat-Ready Units Amid Digital Distractions
Want Combat Ready Units? Then you have to be deliberate about building unit cohesion in our world of ubiquitous online connections, social media, smart phones, distractions. My latest article @WestPoint_USMA @WarInstitute https://t.co/yfviYCzXws
Asset‑Liability Mismatches Trigger Liquidity, Then Credit Crunches
"Asset liability mismatches cause liquidity crunches and liquidity crunches can cause credit crunches. That’s just the way it is." - Kieran Goodwin (EP.494) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Hormuz Closure Sparks Recession, Futures Hint Deflation
Hormuz Closure, December Futures Signal Post-Inflation Deflation - The closure of the Strait of Hormuz might have already triggered a global recession, with lose-lose implications for most risk assets and commodities -- particularly crude oil. Rolling to front-month just before...
Introducing Forward Deployed Martech: Real‑World Buyer Intelligence
Big announcement: chiefmartec has acquired Watchem, Bugg & Hyde, a boutique investigative services firm, to launch what I believe is the industry's first Forward Deployed Martech practice. Here's the thesis: Every martech vendor talks about "intent signals" and "buyer intelligence." But let's...
South Korea's March Exports Soar on Semiconductor Surge
South Korean exports hit an all-time monthly high in March, government data showed Wednesday, as companies rushed orders for semiconductors due to fears of supply chain disruptions caused by the conflict in the Middle East. https://t.co/5Jqd1ZxnbT via @NikkeiAsia
Betting on EUV Before AI: Vision Over Hindsight
Hindsight is a luxury, but the biggest innovations are rarely obvious at the start. I sat down with former @ASMLcompany President Martin van den Brink to discuss how they bet the company on EUV technology long before the AI boom made...
Free Services Come with Hidden Costs and Effort
OpenClaw is free. Except for the API tokens. And the server. And the 50 hours of setup. And the $600 I burned in 4 days. “Free” is doing a lot of heavy lifting. https://t.co/MFj5pVF0o6
RSM US Financial Conditions Index Turns Negative, Slight Growth Drag
"Our RSM US Financial Conditions Index, which has been decelerating since early February, has turned negative, implying a modest drag on growth." -Joe Brusuelas, RSM