Start with Decisions, Let AI Serve Humans
AI should serve people. Obvious, right? And yet many organizations quietly do the opposite. They start with the tool. When you start with tools, humans end up serving the tools. When you start with decisions, tools serve humans. That sounds subtle, but it changes everything. A decision-first approach forces leaders to ask: • Who benefits from this system? • Who might be harmed? • What would improvement really look like? Technology can accelerate work but only leadership decides which work matters. Automation after leadership, not instead of it. If you want to learn how to use AI tools to make better decisions (not just faster ones): decisiongptcourse.com Join my live AMA on Decision-Making with ChatGPT 📅 April 21, Tuesday, 2 PM ET #DecisionIntelligence #AILeadership #ResponsibleAI #Leadership #StrategicThinking
AI Marketing Toolkit Grows: 9 New Tools Added
The best list of #AI #marketing tools anywhere continues to expand: https://t.co/1MqMiJP4M3 New tools added recently include @Cassidy_AI, Obello, @ElevenLabs, @Markup_AI, @goconsensus, @getalembic, @hedra_labs, MarketDing, and Klippa.
EU-India FTA Boosts Indian Aluminium, CBAM Still Caps Gains
The EU-India FTA may help Indian aluminium exports, but CBAM still limits the real upside. https://www.metalnomist.com/2026/03/eu-india-fta-could-improve-indian.html
Trump Prioritized Fun over Economic Fallout From Tariffs
But the tariffs may have screwed the economy, but Donald Trump had lots of fun imposing them, and that is what really matters.
Diesel Prices, Not Gas, Threaten US Inflation Surge
The bigger concern for the US economy isn't gas prices, but diesel prices, as @amoshochstein tells @annmarie just now. They're at the highest since 2022 and bumping up against those highs, at $5.45 a gallon. That's the price that'll pressure...
War Turmoil Drives Oil and Dollar Consolidation
Mixed War News Keeps Oil Firm and the Greenback Consolidating: War developments pulled in both directions, leaving investors on edge On the one hand, Iran struck an oil tanker, carrying Kuwait oil, in port in Dubai. On the other hand,...
Eli Lilly Acquires Centessa for $7.8B in Neuro Push
Lilly buying $CNTA Centessa (hub & spoke R&D co) for $6.3B + $1.5B CVR. Another neuro deal. Big congrats to @Medicxi, Index ventures, General Atlantic https://t.co/jkC9dv6d3I @medicx
Bing Tests Nearly Invisible Sponsored Labels in Search Results
Microsoft Bing tests almost transparent sponsored labels in the search results https://t.co/kDJWSBqMsY via @SachuPatel53124 https://t.co/nQlz6uEVJD
TRACE Reveals Massive Negative Gamma, Expect Intraday Volatility
This is TRACE, the most accurate SPX GEX map you can get. It also updates faster than any GEX map 😏. Remember: +50% of SPX flow is 0DTE and so if you are tracking gamma, you need to see that...
Key Ratios Every Investor Should Use for Insurance Companies
I just posted a TikTok video talking about the main ratios to assess Insurance Companies. :-)
BoyarValue Predicts Hagedorn Likely to Sell SMG
@BoyarValue talking $SMG on @TheCompoundNews: "You have a 70 year old guy [Jim Hagedorn] who has to be exhausted; the last couple of years have been an absolute disaster. My guess: he's probably going to sell this thing." https://t.co/JuqeMjNda2
Management's Costly Deals Hurt Shareholders, Create Profit Opportunities
Screw your shareholders by doing a stupid massively expensive issuance favoring a particular investor. Underperform your asset by 15%. It's unbelievably easy to make money when idiot management do these deals $MTPLF $ONDS $IONQ https://t.co/kMwFGySBfO
Document Today’s Struggles; Turn Them Into Tomorrow’s Tips
The struggle you're white-knuckling through today becomes the easy blogging tips you casually drop on social media next year. Document it before you forget you ever sucked at this. It is a goldmine/roadmap for those behind you.
College Sports Face Legal Threats From Prediction Markets, NIL Fraud
College Sports’ New Legal Risks: Prediction Markets and NIL Fraud - Guest OpEd https://t.co/jR1urXO6O4 via @sportico
Biogen Buys Apellis for $5.6B, Adds SYFOVRE Sales‑linked CVR
1/Another mega M&A deal in the BioTech and Pharma sector with the acquisition of Apellis Pharmaceuticals - $APLS by Biogen $BIIB for $41 per share in cash at closing in a $5.6B deal. In addition, Apellis stockholders will also receive...
Private Capital Disappointment Era Starts, Insurance Intrigue, Decision 2.0
In today’s @FT Due Diligence newsletter: Private capitals disappointment era begins. an insurance intrigue, and The Decision 2.0. https://t.co/I1NYRv0vZ4 https://t.co/3VhyHDtFkB
Fuel Hits $4+ per Gallon, Spurring Spending Slowdown
The AAA average fuel price is officially over $4 a gallon for the first time since mid-August 2022. Prices are up over $1 since the war in Iran began. Americans are paying $50 a month more in fuel costs. This is a...
Key U.S. Data and Fed Speeches Signal Softening Outlook
Economic Calendar for Tues. March 31 9:00am - Case-Shiller home price y/y for January: Expected 1.37%; Prior 1.4% 9:45 - Chicago PMI for March: Expected 54.6; Prior 57.7 10:00 - JOLTS job openings for February: Expected 6.895M; Prior 6.946M - CB consumer confidence for March: Expected 88; Prior...
Global Stocks End Month in Brutal Decline
A Bloomberg table on a brutal month for stock markets around the world. #economy #markets #stocks #investing #investora
Swiss
Small-GEO satellite builder @Swissto12 forecasts $200M in rev this year, up from $140M im 2025, & positive EBITDA; business case broadening to optical relay, D2D. @esa @Viasat @SES_Satellites.https://t.co/XU73ts10er https://t.co/KkZXw8LjZ3
Global Market Trend Shifts: ACWI Rolls Over, Lows Outpace Highs
The global trend just cracked... ACWI is rolling over. And global new lows are now > new highs. That’s a change in character. https://t.co/h5jwZpfzt5
Higher Fertility Slows Growth Without Immigration, Cuts Labor Participation
🤔 ✍️ @voxeu without immigration, “higher fertility would depress GDP per capita growth for roughly 50 years.” 💥more births would likely lower force participation among women & older workers. https://t.co/VubvO2dK8V
Authentic UGC Beats Fancy Agencies, Delivers 4.5x ROAS
I spent $25k on a marketing agency that promised 3x ROAS. They delivered 0.8. I fired them, spent $2k on raw UGC ads, and hit 4.5x ROAS in a week. The market doesn't care about fancy reports. It cares about...
Explainability, Not AI Strength, Determines FP&A Success
FP&A teams don’t fail with agentic AI because the tech is weak. They fail because they can’t explain what the agent did. In this article, Olha Zotova highlights ownership, governance, and safety as an operating model shift: https://t.co/9FoPnME9ob #fpatrends #aiinfpa https://t.co/qiCRNUzAAv
Iran Attacks Ship, POTUS Okays Operation Wind‑down; Oil Steady
Iran struck a ship with Kuwaiti oil in a Dubai port and press reports POTUS told aides can consider winding down operation without securing Strait of Hormuz. Oil remains firm. Mkts uncertain. Large euro options at $1.15 expire today...
Pakistan, China Foreign Ministers Meet Amid US‑Iran Deal Rumors
The Pakistani and Chinese foreign affairs ministers have met today in Beijing, according to Chinese state media. The meeting comes as **rumours** abound that Beijing could play a role as "guarantor" of any US-Iran deal.
Tariffs Served as Political Theatre, Not Economic Policy
The tariffs weren't trade policy, IMHO, they were tariff theatre. There were no specific goals, no studies, not even the slightest economic thought behind their design. > Is it a category error to evaluate them as economic policy. >They max'd political...
Market Prices Now Directly Drive Economic Reality
The market may not be the economy, but today, the economy is the market. The speed by which changes in market prices move into the economy has never been faster. #MarkToMarketEconomy
Trump's Trade Shock Spurs Global Free‑Trade Alliances
I presented my forthcoming eBook, World War Trade, in Paris last week. Here is the first coverage i've seen 💪 ✍️Guillaume de Calignon @gcalignon « Le choc douanier de Donald Trump pousse le reste du monde à se rapprocher .... les pays...
China Climbs Value Chain yet Still Dominates Low‑end Markets
One thing that's really impressive is China moving up the manufacturing value chain, while still absolutely dominating the low end. As @Camrjohnson has pointed out (and industry data confirms), China still absolutely dominates in areas like Christmas ornaments.
Market Down 20% Pre-War, Defying Bleak Expectations
This is, honestly, less than I might've guessed given A) An insane run up at the start of the year. B) Expected to be a very hard-hit economy. In fact, the market had fallen ~20% even before the start of the...
War Fatigue Drives Stock Rally, Dollar Weakness
Stocks up strongly, US Dollar weakens on war exhaustion. Reports that Trump wants to end Iran war even if the Strait of Hormuz remains closed. But can the rally last will Oil over $100? Here are my thoughts on it...
Jessica's Life Story Forged the Traits Behind YC Success
This interview with Jessica goes the deepest of any interview she's done into her life story, and how it gave her the unique combination of qualities that made Y Combinator work.
Chinese Firms Shift to Vietnam, yet Overall Impact Remains Modest
This is a very interesting piece on Chinese companies moving production to Vietnam. In some sense it's happening at major scale. But also in some other sense, it's very minor, with very little of the TVA leaving China. https://t.co/ZixLeXz4nC https://t.co/BnujaABZ5M
Make Content Core, Not a Side Task
If founders keep treating content like a side task, they’ll keep getting side-task results. The real leverage starts when content becomes part of product growth infrastructure.
Geopolitical Strikes Push Global Gas Prices Higher
Gas at the pump just hit $4/gallon. US stepped up attacks on Iran hitting missile depots. Unclear if this will lead to more escalation or signals a peak. Ukraine hit Russian oil production facilities almost 1000km from its border which will...
Consistency Beats Metrics: Show up Daily and Build
Founder to founder. I don't care about your follower count. I don't care about your revenue. I care that you show up every day and build. If that's you, let's connect. What are you working on right now?
Willie Walsh Named CEO of India's IndiGo
Big CEO appointment at India’s IndiGo - IATA head and former IAG boss Willie Walsh https://t.co/29hVImJrw6
Vietnam LNG Project Pivots to Renewables Amid Price Surge
LNG DEMAND DESTRUCTION ALERT 🇻🇳🚨 A proposed Vietnam LNG power project is asking the government to switch to a renewables+battery plant, citing surging fuel prices linked to the Middle East conflict Vietnam was expected to be a high-growth LNG importer https://t.co/ac6gBNmCDr
Human‑AI Partnership Redefines 2026 Talent Acquisition
Full Report: #TalentAcquisition Trends 2026 – Human-#AI Power Couple @Korn_Ferry https://t.co/Ar15QB2FYr #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Iran Sets Hormuz Toll, Bans US, Israeli Vessels
Iran’s parliament approved a formal toll and access regime for the Strait of Hormuz but bars vessels linked to the US, Israel and countries that have imposed unilateral sanctions on Iran from passage. https://t.co/c28zaLYYtE
Eurozone Inflation Surprise: Core Goods and Services Fall
🇪🇺 Euro area HICP flash estimate came in below expectations, with both core goods (-23bp) and services inflation (-13bp) down in March. Early days, focus will be any signs of second-round effects, etc etc. https://t.co/AaktjkVaKZ
Nikkei Slides 13% in a Month, Signaling Slowdown
JAPAN: nice job getting out of this market with the Nikkei down -13.2% in the last month = #Quad3 Slowing https://t.co/ckYlpWSopM
FPIs Smash Record with ₹111,000 Cr March Sell
FPIs sell a record 111,000 cr. in March 2026. That's the highest ever in a single month, eclipsing the Oct 2024 94,000 cr. or so then. https://t.co/FOfZQAttkq
March Market Turmoil: Dollar Rises,
In March: - US dollar set for best month since 2024, bond yields poised for largest monthly rise since 2024 - S&P poised for biggest monthly drop since 2022 -Brent crude set for its biggest ever monthly gain - Average US gas prices are...
Istat Naps When Data Matters Most
Istat falling asleep at the wheel at the one time in the year when their data actually matter ...
ERP Failures Stem From Ignored People, Not Technology
Most ERP failures aren't about the tech—they're about the people. Resistance to change often stems from poor explanations, irrelevant training, and ignored concerns, not a refusal to adapt. The real issue? Neglecting the human side of implementation. #ERP #ChangeManagement https://t.co/9wfDQaDpr8
German Retail Sales Unexpectedly Fell 0.6% in February
Expectedly @Hedgeye > German retail sales declined unexpectedly in Feb, dropping 0.6% in real terms compared to Jan, according to preliminary data from Destatis
Kandou AI Raises $225M to Speed Chip Data Transfer
Kandou AI raised $225M to solve one problem: data moving too slow between chips. Not the model. Not the GPU. The wire. The 448G barrier. Your cluster idles while data waits. Most AI teams haven't hit it yet. They will. https://t.co/eet96ho75l
HFG Shifts to Meat, Cuts Debt, Holds Dividend
#HFG looks as expected. Debt down a bit which is good. Focus on meat now. Committed to progressive Dividend policy. Looks like seafood/veg might get sold off.