Iran may end up being the Pin that pricked the bubble, but the Banking and Financial Sector Stocks are Crashing equity markets as the impact of a slowing economy and the US private credit market takes hold- Hindi Video... https://t.co/sOz3SepGUO via @YouTube
This galaxy brain it’s-all-about-China’s-oil talking point drives me *insane* Only reason China was able to buy so much discounted crude from Ven/Irn/Ruz was because of US sanctions, largely imposed by the Trump admin(!), which scared off other buyers and left them...
"If you only do what the best person does, you remove any outcome where you can be the best." We brought John Bristow on - former Palantir Head of Commercial Sales (KSA), multi-time president's club winner, and stud seller. He dropped...
9 interesting observations from my conversation with Mitchell Hashimoto (@mitchellh, creator of Ghostty, founder of HashiCorp): 1. Vagrant was created because dev environment setup was an unbillable time sink at a consultancy. At the Ruby on Rails shop where Mitchell worked, jumping...

If you sell something .. please lean into social media marketing, more posting without paid media support, more content , more platforms (Facebook, YouTube shorts) more creativity, trying new things. This talk was at a Fortune 500 companies marketing off...
The next wave of AI disruption may hit unexpected professions first. Peter Thiel suggests roles built around mathematics and quantitative analysis could be more exposed than language-heavy work. Banks are already hinting that advances in AI could mean leaner teams in finance....

My posts made it to the "wrong side" of the internet and I've been getting comments like "DEI is illegal" and my personal favorite: "we should only hire based on merit" 🤡 The discourse is confusing, I get it. So let...
JPM: "If the oil supply shock is sustained, we think each 10% increase in oil prices should translate to a ~10bp gain in headline PCE inflation and a 15-20bp drag on GDP growth."
Every executive is juggling two AI risks: moving too slowly and getting disrupted, or shipping too fast and creating security and operational nightmares. AI literacy means understanding that tradeoff. #CIO #RiskManagement https://t.co/aiB5P99ido
"Since Liberation Day -- the President's last big, bold set of promises when he told us everything was about to be magical -- we've lost jobs. We've gone backwards... I'm going to call that a jobs recession." https://t.co/GZQfUVRfWG
I'm proud to say that I've reached a point where I no longer believe productivity = intensity. Grinding harder is a scam. Real productivity is structural. Designing your day so the important work is unavoidable and everything else is inconvenient is the real...

You're making decisions about AI every day. But you've never built anything with it. That's not a knowledge gap. It's an experience gap. And it changes how you lead. Our 𝗘𝘅𝗲𝗰 𝗕𝘂𝗶𝗹𝗱 𝗪𝗶𝘁𝗵 𝗔𝗜 course closes it in 4 weeks. ...
The US economy has been surprisingly resilient in the face of so much policy chaos. But you have to wonder whether that can continue, if the f***wittery just never stops

Remember this story about journalists being replaced by AI writers? Seems that may have caught the attention of Google's webspam team. Looks like two of their sites might have received manual actions this weekend. And that could be for 'Site...
so much easier to build something new than change something old especially amidst platform shifts, having less change management lets you anchor w/ first principles, ignore sunk costs, and build what you see your industry being 3+ years from now…
Fertilisers are rightfully getting a lot of focus now. China looks to be ok (for now). The state has stockpiles and there is material at ports. Exports of urea (nitrogen-based) were already tightly managed and it's hard to see more...
Nice job Fam getting my old colleague and experienced central banker 5k followers in 3 days. Still massively underfollowed. Fwiw IMHO the U.S. Fed is going to need an explosion of inflation to hike in the next year....

At 26, I quit my minimum-wage copywriting job. 18 months later? I was generating $180k/month ghostwriting for industry leaders. But if I was starting over in 2026, I'd become a LinkedIn Ghostwriter. Why? Because it has 1.15 billion users. And less than 1% are posting...
Global leading indicators, February 2026 - Upturn confirmed, will it slip in rising oil prices? https://t.co/bHBBQw0j9O, my latest blog post.

We already know the winner in the war with Iran and that's Russia. The closure of the Straits of Hormuz has swung Russian crude from pariah to prized commodity. Urals oil price is the highest since right after the Ukraine...

Friday marked a turning point. Brent rose 9% (CO1), but - instead of a broad sell-off across EM - South Africa (ZAR), Brazil (BRL) and Chile (CLP) rallied. Markets are transitioning to rewarding commodity exporters like in 2022 after the...

PHOTO OF THE DAY: China is still getting (some of) its oil. Nine days into the war, Iran continues loading oil supertankers from Kharg Island. Tehran has sent some of them across the Strait of Hormuz into the high seas wihthout any...
“The US is roughly speaking oil independent… on net, we export petroleum products.” That’s why this is less an ‘America is poorer’ story than an ‘Americans reshuffle who wins’ story. Oil industry wins. Drivers lose. https://t.co/Efd22aQEeK
Everyone on Sunday morning: Sleeping in. Ecom founders on Sunday morning: Reviewing last week's ad performance and planning this week's tests. Different mindset. Different momentum.
Truth: Pac O'Shea and Hayyaan Ahmad were (and still are) the investment thesis behind our conviction in Round Treasury 🙌
AI is beginning to reshape the labor market in measurable ways. New research introduces a framework to track how exposed different occupations are to AI capabilities. Early evidence suggests the impact will be uneven, transforming some roles while leaving others largely untouched....

Pre-selling funds your product before you build it. Tesla raised $276M in 72 hours from Model 3 deposits and used it to scale production. Oculus pulled $2.4M on Kickstarter and proved demand before a $2B exit. Set 5 to 10% refundable deposits, plan...
A number that keeps me up at night: 534. That's how many people visit BlackTwist from Threads every month. Not from ads. Not from SEO. From Threads itself. People on Threads are talking about us — without us asking. That's the kind of...
South Korea is considering to introduce an oil price cap for the first time in 30 years 🇰🇷 🛢️ It is being considered carefully because of possible side effects including market distortions and fiscal burdens, according to Yonhap https://t.co/r66h5y13D6
Return to office (RTO) mandates: A test of evidence-informed HR leadership @TPShub https://t.co/ROuJEslcup #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
This is very reminiscent of the “WDC is a zero because of neon gas shortage from Ukraine” episode. The impact of higher oil, or more importantly JKM prices, for Korean equities is a real discussion. This helium stuff is not though.

"Texas Feedlot Operators Explain Why U.S. Beef Supply Depends on Mexican Cattle Imports" https://t.co/D3IHviRfRg https://t.co/fO9Ac9MceR
Emergence-Based Organizations: A Vision of the Future @ty_weeks https://t.co/qpHvU1jEZx #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Most organizations rushed into AI with too many pilots, resulting in not enough production outcomes. It's time to define a focused AI vision, align governance, and communicate one clear AI strategy. #AI #GenAI #DigitalTransformation #CIO https://t.co/8OLLAWNSNL

China imports crude oil based on the day, between 65 and 85% of its total, and about three-quarters of that comes specifically from the Persian Gulf. And that has now dropped to zero. Unlike countries like the United States, which...

If you want practical ways to recognize the strengths, motivations, and leadership potential inside Generation Z, my new book The Future Begins with Z offers nine strategies to help you lead this generation well as they reshape the workplace. Available now...
The Strait of Hormuz has seen virtually ZERO movement in the past 24 hours. IRAN CONTINUES TO CONTROL THE KEY CHOKEPOINT IN THE GULF.
If your AI strategy assumes "we'll just hire seniors later," you don't have a strategy. You have a countdown clock to a talent crisis. Build AI-fluent apprenticeships now, while everyone else is cutting back. #AI #Hiring #CIO #CHRO https://t.co/W7YbwP6jrL
Rather than “speed, quality, cost: pick 2”… My sense is: • speed vs quality -and separately- • deadline vs scope -and separately- • turning speed vs scale Thoughts?

CNN reports that Trump's war in Iran is costing the US more than $890 MILLION PER DAY. WAR = MASSIVE COST = FISCAL PROBLEMS. https://t.co/NDO5P1kaiE
Most people “work” all day. But very few complete meaningful outputs. I think it's time we stop measuring by hours spent and instead measure by finished assets. Did you ship something concrete? If not, you were busy, not productive.

Israel’s inflation is 1.8%/yr. Israel’s broad money supply is growing at 8.1%/yr. That's WITHIN Hanke's Golden Growth Rate range of 7.7%-9.7%/yr, a rate consistent w/ hitting Israel’s 1%-3%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/CWltetUlYU

Mexico’s inflation is 3.8%/yr. Mexico’s money supply (M4) is growing at 9.2%/yr. That's WITHIN Hanke's Golden Growth Rate of 7.3%-9.3%/yr, a rate consistent w/ hitting Mexico’s 2%-4%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/jQ05GUvmPW
Regulated orgs should target "define policy once, enforce everywhere," with genAI helping map policy to each provider's primitives. #Cloud #CISO #CIO https://t.co/vBzM21vM14
I originally published this financial history article in January 2023, but its core point about how markets have a habit of treating geopolitical risk as background noise right up until the moment it’s not seems relevant again. https://t.co/KjyIjzqpnb
The best businesses deliver $4 of value, charges $2, and costs them $1 to do it. This is what Figma did, and therefore why it was worth 50x ARR. And why their customers aren’t upset that they’re so profitable. You can too: https://t.co/HFQMWgThom
Dr. Selene Castrejon runs a medical practice. She doesn’t have time for AI experiments that don’t work. Every hour matters. Inside the AI Business Lab® Mastermind, she built trained AI bots that now provide CFO-level insights and marketing strategy—saving hundreds of...
Liquid Death built a $1.4B brand selling water. They packaged it in tallboy cans with heavy metal branding. Did $263M in sales by 2023. Meanwhile you're trying to blend in with your category. That's the gap.
This has been happening for a long time. Often there is a potential legitimate reason to buy each other’s stuff, but…it more often than not ends up as shelfware. In diligence, I always compare new customer close dates to new vendor...
If the Trumpers were smart, they would blame the bad jobs numbers on the weather https://t.co/iTCQe8K3EY