Female CEOs Drive Smaller Gender Pay Gaps
Orgs. led by female CEOs have lower gender pay gaps. Perhaps b/c such orgs. have good gender equality policies. Or b/c female CEOs may be keener to introduce same. Anyhow, it seems to make sense 4 women 2 work 4 women—if they can. Via @pilitaclark @FT https://t.co/6D2AEtRtVN
Rate‑Hike Odds Surge, Triggering Massive Market Unwind
January: everyone positioned for rate cuts. Now: hike odds above 50%. That's the largest positioning reversal in years — and the mechanics of unwinding a crowded consensus take months, not weeks. Every hot inflation print, every hawkish Fed signal triggers another exit from...
Rate‑cut Bets Collapse, Biggest Positioning Reversal in Years
January: everyone was long rate cuts. Now: hike odds >50%. That's not a rotation. That's the largest positioning reversal in years — and the unwind isn't finished. $SPY -3.4%. $QQQ -4.2%. The price tells you where we are in that unwind. --- https://t.co/mDbRSIwQT2
Growth Metrics Can Be Deceptive; Watch These Danger Signs
7 danger signs that tell you if your growth is real: > CAC above 30% of AOV: margin gone before order ships > CPM above $15 sustained: losing the auction > New customer rate below 50%: reacquiring who you already have > Frequency...
Iran and Russia Profit as Oil Prices Surge Amid War
A month into this war: Iran is still exporting oil & to more customers Iran is making more money for its oil because prices are up Iran has effectively installed a tollbooth to enter and exit the Persian Gulf Russia is making more...
Management's Complex Systems, Low Margins, No Excuse
Management is *so* hard... you need to create like 50 different systems, make sure they keep running ~perfectly month after month, then deal with the exceptions to ~all of them that randomly crop up, all w very low revenue per...
26North Buys Intermedia, Securing AI-Driven Cloud Scale
26North to Acquire Leading Cloud Communications Firm Intermedia The acquisition agreement between 26North Partners LP and Intermedia Intelligent Communications might look like another private equity move in a crowded communications market, but the dynamics here run deeper. For one, Intermedia has...
Fed Pledges Policy Actions to Sustain Low Inflation Expectations
Kansas City Fed President Jeff Schmid: Inflation expectations have been low because the central bank has previously acted to make sure inflation will stay low. "It is now our job to follow through with policy actions that validate those expectations."
Mativ's 95¢ Pricing Ranks Among Deepest US Lev Discounts
Mativ priced at 95 cents. Only 2 US lev loans have priced at deeper discounts this year.
Choose Builder or Investor: No Sidelines in 2026
Wealth creation has never been more attainable than in 2026. Right now everyone has two choices: 1) Be the builder - use the tools like Claude code and codex. Find problems, build apps, help with ai migration 2) Be the investor...
Proprietary Data Becomes Your Ultimate Sales Moat
From Efficiency to Alpha: Why Your Proprietary Data is the New Sales Moat by @Timothy_Hughes https://t.co/oltKnEjdJz @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #ArtificialIntelligence #Technology #Innovation #Tech #TechNews
January Job Surge Was Cherry‑picked; February Shows Decline
Recently, the January surge in US manufacturing job openings was cited as evidence of US tariff success. Today's JOLTS report shows a significant retreat in February. Alas, the perils of cherrypicking. https://t.co/iGuSwqceO5
Culture, Not Strategy, Holds Your Business Back
Your Strategy Is NOT the Problem - @MarketCulture Blog https://t.co/uMKTN60GYS Your CULTURE is. And if you’re a senior leader right now, that’s either the most uncomfortable truth you’ve read today or the most liberating. #culture https://t.co/NVe8Z8kLAF
California's Middle East Oil Imports Drop Below 30%
"Previously"?? Like in 2015? In 2025, less than 30% of oil imported into CA was from the Middle East. It's been less than 50% of imports since at least 2017.
Own Ignored Platforms for Cheap First‑mover Advantage
Every platform your competitors ignore is a channel you can own for almost nothing. YouTube. Reddit. Niche newsletters. Podcast circuits. First mover advantage is still real.
Onboarding Reveals How Terrible Most Teams Are
I think this warrants an entire chapter in my book - Most teams are pretty terrible. Agree with @clairevo this is one of the first places you want to focus in onboarding as a tech leader, you will...
Authentic Authority Boosts Agency Revenue to $100K+
$100K+ booked for the year already. It’s only March. When they first joined, a result like that felt hard to believe. Here’s what we actually worked on together. We didn’t work on their website. We didn’t work on finding more clients. We worked...
AI Turns Companies Into Solo Startups, Redefining Hiring
The Rise of the One-Person AI Startup: China’s Experiment and the Evolution of Hiring in the US Talent Market https://t.co/RuSZhkDbBC AI is compressing companies into solo startups. China is accelerating this shift while top talent goes independent and becomes harder...
Sticky Inflation Pushes Rate Cuts to Q3/Q4
Well, the good news in all of this, assuming it's actually coming to a close, is it hasn't lasted long enough to do material impact to the labor market. The bad news is we probably locked in stickier inflation which...
Close Deals Thursday Afternoon for Smooth Implementation
Founders: The best close timing is Thursday afternoon. Friday deals risk weekend second thoughts. Monday deals compete with weekly firefighting. Thursday gives you time to handle paperwork and kick off implementation before the weekend.
Gold Surges as War De‑escalation Rumors Emerge
Gold rallies on rumors of a potential off-ramp in a war. Markets never cease to surprise me…🤣🤣
Operational Leaders Outperform Charismatic Icons with Rigorous, Empowering Formula
When people think of great business leaders... They usually think of someone like Steve Jobs or Richard Branson. But I’ve studied 100’s of managers as we grew our company from $0 to $1B+ And the most effective leaders were more operational...
Prioritize Effectiveness First, Optimize Efficiency Later
First, be effective. Then be efficient. A lot of startup founders worry about the second before the first. If you're a well-funded startup, be effective first. We can always optimize for efficiency later. But Lord help you if you...
TikTok Teams with Cameo for Creator Video Requests
This could get interesting 👀 TikTok partnered with Cameo — which means creators can offer personalized videos directly within the app It's a new revenue stream for creators and a new way to interact with your favorite TikTok creators for fans https://newsroom.tiktok.com/tiktok-partners-with-cameo-to-unlock-new-monetization-opportunities-for-creators?lang=en
Oil $100 Baseline Becomes Permanent After Iran Threat
WTI pre-market: $101.84. Brent: $108. Up 47% for the quarter. Iran is demanding sovereignty over the Strait of Hormuz — the chokepoint for 20% of global oil supply. That's not a negotiating position. It's a line in the sand with no realistic...
Iran's Hormuz Claim Locks in Permanent War Premium
$CL WTI pre-market: $101.84. $BNO Brent: $108. Iran demanding sovereignty over the Strait of Hormuz. That's not a negotiating position. It's a non-starter — and everyone knows it. The war premium is permanent until proven otherwise. --- https://t.co/DwGuXTrsgJ
Russia's 2024 Growth Outlook Cut to 0.8%
MOSCOW, March 31 (Reuters) - The Russian economy will grow by 0.8% this year, down from a forecast of 1% a month ago, according to a Reuters poll of 16 analysts on Tuesday, echoing an earlier government announcement that the...
VC Funding Turns Founders Into Investor‑Driven Time‑Sinks
Average day in the life of a VC backed founder: > wake up at 5am to “optimize” > check burn rate before checking texts > spend morning prepping board deck instead of building product > get on call with investor who's...
Retention Beats Acquisition: Build Loyalty for Sustainable Profit
Most businesses chase new customers. Growth-driven businesses build retention at every step of the customer journey. From first touch to brand ambassador, each stage has a clear goal. Acquisition fills the top line, retention drives profit and stability. Are you chasing numbers, or building...
AAdvantage Worth Four Times American Airlines
New Report Says AAdvantage Is Worth 4X More Than American Airlines — Airlines Are Really Credit Cards With Wings - View from the Wing https://t.co/8VEJPwB5ph
US Banks' NDFI Exposure
U.S. banks' loan exposure to NDFIs has grown to $1.4 trillion or about 11% of total balances, according to Moody's. That growth has been led by lending to private credit, which rose 7.5% QoQ (as of Dec. 31). Moody's says...
Sysco's Pending Restaurant Depot Deal Sparks Industry Debate
Some additional thoughts on the Sysco acquisition of Restaurant Depot (which still needs to get regulatory approval.) Here's a short thread but I'm curious what people in the #restaurant industry think about this deal? 1/10
ChatGPT Drives 3× Shopify Conversion Before Integration
ChatGPT referrals to our client Shopify stores were virtually nonexistent in March 2025. By December, one store hit 2,183 sessions from ChatGPT with 140 orders. That's a 6.4% conversion rate, roughly 3x the typical Shopify average. These are high-intent visitors....
BAT Converts Debt to Equity, Now Holds 40% of CWEB
$MSOS @thestreetpro Apropos to the possibility of takeover optionality in cannabis stocks mentioned in my previous post: https://t.co/PAAYQbNLtA In the first real precedent of tobacco companies taking an equity stake in cannabis - $BAT has elected to convert its debenture into...
NFX Fuels $1.25B Q1 Growth Across Sectors
It was a very busy Q1 2026 for many companies in the @NFX portfolio 🚀 Across AI infrastructure, space, security, tech bio, fintech, and consumer — we’ve seen a wave of financings + M&A from companies where we led the seed...
Secure Hybrid Self‑Managed and Managed MCP Server Setup
You could use a mix of self-managed and managed MCP servers. Here's an example of using both, and securing them in a production-ready way. https://t.co/reHeaq6QEV https://t.co/5pLxHwGKWv
Mateschitz’s Betrayal Turned Thai Tonic Into $80B Empire
In 1984, Dietrich Mateschitz orchestrated the coldest betrayal in business history… He erased the real founder and stole the Redbull empire. Then, through pure greed and deception, he turned a Thai tonic into an $80B monster. This is how Red Bull really started...
Iran Oil Shock Spikes US Inflation Expectations to 2025 Highs
"Unsurprisingly given the Iran war oil shock, consumers’ average and median 12-month inflation expectations surged in March to levels last seen in August 2025, when US consumers awaited more tariff announcements from the US federal government." - The Conference Board...
Answer Engines Shift SEO Focus to Quality Demand
Traffic loss isn’t the full story as answer engines create higher-value demand, forcing CMOs to rethink SEO fundamentals, measurement, and investment priorities. https://t.co/xdLGNGD0iz via @sejournal
Solo CEOs Become Bottlenecks, Stalling Business Growth
When you're the entire engine of your business: - content depends on your energy. - sales depend on your presence. - decisions depend on your availability. an Engine CEO will always be the bottleneck. growth creates chaos when the brand...
Self‑Serving Listicles May Violate FTC Regulations
Self-serving listicles... not only embarrassing for companies to implement, but could also be against FTC rules. Not saying the FTC is going to do anything about it, but they could. Beware.
Airlines Split on Jet Fuel Shortage Outlook
In Europe… - Air France-KLM CEO: "drawing up scenarios" on jet fuel shortage, airports in SE Asia considered at highest risk so far - easyJet CEO, last week: “I’m confident for a week or two that we’re all good. I’m...
Valuation Is a Narrative, Not Just Numbers
"Valuation is a story" Great thoughts on Allbirds from @ProfPaulNary who I encourage you to follow for his thoughtful insights on the M&A space.
Hershey CEO Sees No Spending Drop Amid Gas Hikes
The Hershey CEO told us he’s seen no impact on consumer spending in recent weeks at convenience stores or other places as a result of higher gas prices. @SquawkStreet
Align Spend with High‑Intent Funnel to Accelerate Deals
Here’s an exercise worth doing. Open your funnel and map where budget actually goes: - early research - mid-funnel nurture - in-market buyers Then line it up against pipeline this quarter. A lot of investment sits far from a buying...
Burt Rutan’s TED Talk Sparked Boom’s Mission
This 2004 TED talk by Burt Rutan was part of my inspiration for starting Boom. I remember showing this to friends in ~2010 and saying someone needed to do something about the problems Burt called out….
Marpipe's Gen AI Automates Ad Creation Across All SKUs
Marpipe just collapsed a full creative workflow into minutes. Gen AI is now live inside their product catalog interface. Choose your model, generate enriched ad variants, and it auto-applies to every SKU at once. No exports. No copy-paste. No creative bottleneck.
Fewer Healthcare Ads Boost Click-Through Rates
More ads ≠ more engagement. In healthcare, showing fewer ads often improves click-through rates. Rob Janes on why restraint performs better. 👇 https://t.co/fRLfOxUi5k @ad_butler #BrandTrust #HITsm
US‑Israel War Choice Triggers Iran Closing Hormuz
Forget the Western propaganda and spin. The US and Israel engaged in a war of choice against Iran. Iran counterattacks and shuts the Strait of Hormuz, one of the world’s 8 important chokepoints. DAMAGED PARTIES THROUGHOUT THE WORLD SHOULD SEND A BILL TO TRUMP...
Is Safety Truly a Core Value or Just Assumed?
When You Don't Live Your Corporate Values... https://t.co/6itpemlaHK “Safety” is a favorite #corevalue among certain industries. Is it inherent in those industries where it’s paramount to success? Should it just be intuitive (and not stated) in terms of how they...