Trump Tightens Iran Blockade Amid Stalled Peace Talks
Trump Doubles Down on Iran Blockade as Peace Talks Hang in Balance. Two parties bullying as the art of the deal. Are they working on a true deal? If so, what will it be? And the supply of commodities? Before and after the war? Maritime? Time line? https://t.co/EIIGYG1VCj
1981 US Rates Hit 16%, Outpacing Global Peers
Trump tells CNBC that the US had interest rates much lower than other countries when he was younger. The US had interest rates as high as 16% in 1981 -- far higher than major trade partners like West Germany and Japan...
Scaling Advisory Firms: People, Leadership, Equity Strategies
[Latest #FASuccess Episode] What does it take to scale an advisory firm from a small practice into a true enterprise? Today's episode offers a look at what really happens as firms grow into multi-billion-dollar businesses, including hiring strategies, building leadership...
Building the World's Top Writing School, Learning Fast
We're on a mission to build the world's best writing education business Learning a ton of lessons as we go:
Real Growth Drives Higher Rates in Strong Nations
What makes a country great is real growth generated by population and productivity growth and a debt that grows roughly with the real economy. A great country like that would have higher interest rates than countries with dwindling population and...
Trump Backs Rate Hikes yet Demands World’s Lowest Rates
Kernen: Would you ever be OK with the Fed raising rates if inflation becomes a problem? Trump: “I think Kevin’s great…. I’ve been in favor of interest rate rises to fight inflation” but “we should have the lowest interest rate in...

German Investor Confidence Hits 2022 Low Amid Iran War
German investor outlook drops to the worst since 2022 on Iran war https://t.co/rlVmAMdwkn via @NickHeubeck https://t.co/CYL6e3MWpn
Google and ChatGPT Decline Evident Despite Radar Lag
Yep, drop in Google, drop in ChatGPT. It can take Brand Radar a bit of time to catch up (just based on how it refreshes prompts), but it's clear as day. See below.
The Onion CEO Explains Infowars Takeover and Satire Business
🎙️ NEW POD: The Onion C.E.O. Ben Collins @oneunderscore__ on the company’s surprise Infowars takeover and the business of satire. Apple: https://t.co/wTBnzYvFz0 Spotify: https://t.co/u7zmENHTiL @PuckNews
Trump Says He'd Be Disappointed if Rates Aren't Cut
President Trump asked on CNBC if he would be disappointed if Warsh didn’t cut rates right away because of the Iran war or other factors: “I would”
Ask Better Demo Questions, Close More Deals
Discovery does not stop once you start the demo ❗❗❗ Here are 3 poor questions you ask, and 6 powerful questions to replace them: Pulse Check: ❌ Any questions? ✅ What has stood out the most so far? ✅ What else comes to your mind...
Private Credit Panic Is Plumbing, Not Credit Issue
Private credit headlines have been ugly lately A few high-profile blowups. Talk of redemption gates. Pundits calling the top But Alex Branton, Managing Partner at Nodem Capital thinks the noise is hiding what's actually happening on the ground His argument: the recent panic...
Leaders Must Become Visible Voices, Not Just Promoters
@joe_zappa , Founder and CEO of Sharp Pen Media, joins the AdTechGod Pod to unpack a fundamental shift in media and leadership. Power has moved from institutions to individuals, and the executives who recognize this are building influence, pipeline, and long-term...
Early Demand‑destruction Estimates Underestimate Global Barrel Shifts
I still personally struggle with these early demand destruction estimates. In many cases, a demanded barrel couldn’t be had at any price given acute initial shortages—presumably those who would still consume at higher prices will bid for other seaborne barrels, spreading...

Nothing's Hype Fell Short of Founder's Expectations
Carl Pei left a billion dollar company searching for a blank slate. He called it Nothing, a promise of simplicity in a crowded market. The idea caught fire, and the hype was real. But the story that followed was nothing like...
Define Operations First, Then Layer In Technology
Don't get lost in tech. Define your operating model first: workflows, roles, and responsibilities. Then, layer in the technology. This approach prevents wasted time and money on unused tech that disrupts operations. #SupplyChain #BusinessStrategy https://t.co/LhPqnk4ZfT

Asian Empty Tankers Queue up From Cape to Gulf
Empty tankers mainly from Asia form long lines from Cape of Good Hope to US Gulf Coast. Find out more in the Chartbook Top Links today. https://t.co/otCxFTFsEp
Paramount‑Warner Merger Threatens Hollywood; Artists Sound Alarm
I like @RaheemKassam, but there's an obvious market power problem with Paramount buying Warner, which is why 4000+ artists and most of Hollywood opposes it. Netflix is a bit player in the dispute now. The populist right needs to see beyond...
Airlines Demand Ratings without Giving Attendants Proper Tools
Airlines don’t provide flight attendants with the tools they need to do the job, but they want passengers to rate crew performance. Tell me what’s wrong with this picture?
Europe's Employee Engagement Lags; HR Must Intervene
Europe ranks last in employee engagement. How can HR help? @HR_Exec https://t.co/9JPJho7YZf #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Seeing the Full Picture Reveals Need for Support
I chatted with a creative this week who sells bookish products on Shopify and has a physical location. She wanted to do her own books so I walked her through what that looks like. Daily sales entries, recording Shopify payouts correctly...

US‑Canada Crude Surplus Could Drive Prices Toward $40
Lower Prices May Be Top Cure for US+Canada Surplus The recent WTI crude oil surge may add fuel to an incomplete low-price-cure cycle toward $40 a barrel. My graphic highlights a key reason why: the growing surplus in US and Canadian...
Scaling $117M via 95 Acquisitions Inspired by Legends
Doing research and preparation for the podcast conversation with a gentleman who, since 2006, has completed 95 small acquisitions and been able to grow revenue to $117M while maintaining EBITDA of approximately $28M. He does it in a highly fragmented industry,...

Medallia Loan Collapses, Blackstone Marks 60% Value
Blackstone has marked the Medallia loan down another 9 points to 60.3 as of Q1’26. It appears that Thoma Bravo has declined to recapitalize the company and it may be owned by its lenders soon. https://t.co/Duuu08riB1

ChatGPT Ads Launch CPC Campaigns with $3‑5 Bids
Interested in ChatGPT ads? Looks like CPC campaigns are live for some advertisers. @juokaz pinged me with some screenshots. You can select between Reach or Clicks for objective and then enter your Max CPC for the campaign. ChatGPT says to...
Trump Threatens to Cut Federal Funds over Sports Policies
President Trump has shown a willingness to pull federal money from colleges that fail to comply with his preferred policies. He could do that with schools that don't follow his preferred college sports policies. Now that would change college sports:...

Trump Exempts Indian iPhones, Taxes Chinese Ones Heavily
"Tim would call me, but never too much, and I would help him where I could." My CHARTS illustrate one example Though Trump put 20% tariffs in March 2025 on iPhones made in China, he EXEMPTED iPhones made in India...

Recognizing the Overlooked ‘Glue Work’ That Holds Organizations Together
Really great column by @sarahoconnor_ about the revaluation of skills once deemed less promotable such as “glue work” - worth reading if you are one of those people who has kept your organisation together and feel like you have been...
Target Underserved Niches: Pain Drives Early Traction
Don't just find a niche. Find an underserved niche. A niche is a segment. An underserved niche is a segment with a real problem and no adequate solution. The biggest predictor of early traction isn't product quality. It's the acuteness of the...

AI Overviews and Zero-Click Search Redefine SERP
#AI Overviews, Zero-Click Search, and the New SERP: Key Takeaways from STAT’s 2026 Analysis [NEW POST] - B2B Marketing Blog | Webbiquity - https://t.co/IlliieKlqo New #GEO and #SEO research from @getSTAT . https://t.co/RKdz1POwmU
Warsh Confirmation: Will He Follow Trump’s Lead?
Fed chair nominee Kevin Warsh will face many questions in his confirmation hearing today, but for senators, Wall Street and the White House, there’s only one that really matters: How much will he defer to President Trump? w/ @samjsutton & @Jasper_Goodman https://t.co/BuFORAIH0T
War Cuts 1bn Barrels, Threatening Recession if Hormuz Stays Closed
Oil market has experienced a loss of 1 billion barrels due to war, says Trafigura’s Rahim. Oil markets are one month away from tank bottoms AND a recession is possible if the Strait of Hormuz remains closed for three more months,...

Blockade Cuts Iran's Oil Revenue, Offers Sanction Lessons
The blockade is a success. It's crimping Iran's oil revenues materially while barely pushing up oil prices. There's an big lesson here. Had we done this to Russia, it wouldn't still be causing mayhem in Ukraine. Lots of lessons to...
CTAs Flood S&P with $8B Daily, $50B by Month‑End
Price-agnostic CTAs are now strong buyers of the S&P 500 and pump $8 bln /day into the market. Until the end of the month, the total increase in S&P exposure could reach $50 bln. There is currently no scenario, where...
If You Can't Talk to Customers, AI Won’t Help
I won’t become the business Claude AI influencer - because if yall can’t figure out how to talk to your customers, no AI can save you, your idea, or the product you built over the weekend
Supply Shock Doesn't Cause Rate Drop; Leverage Fueled by FOMO
Best section so far is between 35:00-38:00 where both @BobEUnlimited and @AahanPrometheus debunk the absolute nonsense of real rates falling due to a supply shock leading to a TINA like capital flow injection. People can lever up because of Momo/fomo...

US Redirects Fertilizer Overseas Amid Iran War Price Surge
Uh oh: "US buyers redirect imported fertilizer overseas as Iran war drives up global prices" https://t.co/bQZvdTkA8z https://t.co/4gCpKe44yx
AI Overviews Reduce #1 Google Clicks Below 2%
It's hard to describe just how cooked legacy SEO is (and will be). Just look at these stunning numbers: 👉 If you ranked #1 in Google in the late 90s/early 2000s, your click through rate was about 50%. 👉 If...
Musk’s SpaceX Ownership Dips, Voting Power Rises
This story is odd, because Musk's economic stake in SpaceX actually fell from 41.7% to 41.5% during 2025 (his voting stake went up from 79.5% to 80.0% but that's to be expected when others sell supervoting shares) https://t.co/K5sOcpCVK8
Can Bed Bath & Beyond Make ‘Everything Home’ Viable?
Can Bed Bath & Beyond turn its vision of an "Everything Home" ecosystem into coherent business model? I try to unpack it in my latest https://t.co/NgREfyBHwT article. Inside Bed Bath & Beyond’s Grand Vision For An ‘Everything Home’ Ecosystem via...
Tortugas Neuroscience Launches to Develop Brain Disorder Drugs
Tortugas Neuroscience launches with hopes to develop drugs for brain disorders, other conditions https://t.co/zoM69VEQtV via @ADeAngelis_bio

Oil Shocks Barely Dent Global Manufacturing and Supply Chains
Oil shocks get sensationalized, but things don't look bad in global manufacturing. In fact, this shock barely registers in global supply chains. I'll move my posts behind a paywall in coming months, please consider signing up now to lock in...
Master One Channel Before Diversifying Distribution
Don't try to diversify distribution on Day 1. Start with one channel. Solve it. Systemize it. Automate it. When it can keep running on its own, move to the next one.

New Fed Chairs Not Always Tested by Immediate Crises
“There's always been a perception that new Fed Chairs are swiftly tested by significant events shortly after taking office; but the historical evidence paints a mixed picture on that.” - DB’s Reid https://t.co/pwAXXf6spF
Athlete-Run Productions Flood Market, Overwhelming in Quantity
Impossible to keep up with them, to say they are a dime a dozen doesn’t do justice to just how many there are. And they often are made by athletes own production companies.
Turn Notes Into Fully Built Apps Instantly
🚨 How many million-dollar ideas are rotting in your Apple Notes? Traditional app building takes months of briefs, quotes, and waiting. By the time it launches, your excitement is gone. I just tried @ArchitectByLyzr and it changes everything. I typed out an idea...
NBA Likely Anticipated AAF Issues, Sought Early Contact
The NBA might’ve wanted to contact the Alliance for American football league players and executives too . They might’ve seen this coming then.
Tim Cook’s Job: Just Enlarge iPhone, Add Services
Tim Cook had one of the easiest gigs ever. > Make iPhone larger ✅ > More services ✅

Answer DevOps Interview with STAR Methodology
Let’s say for example, I want to hire you as a DevOps/ platform engineer and you are asked, tell me about you and what project have you worked on recently? Please do not jump into this question without pausing, the...
Blindly Following a Deified CEO Risks Market Collapse
FWIW - Nothing against the man, but I can't think of a worse decision. Following a deified CEO is already an impossible challenge. If markets fall and he has his hand on the rudder, he doesn't stand a chance against following board...