South Africa Leads BRICS in Misery, 7th Globally
In Hanke’s 2025 Annual Misery Index, South Africa ranks as the MOST MISERABLE COUNTRY in BRICS, and the SEVENTH MOST MISERABLE country in the world. SA’s unemployment of 32.5% is a KILLER. SOUTH AFRICA = TANKING. https://t.co/YPUnYLBqeP
NYT Reporter Mislabels Apple’s Corner Office Location
Um, I just want to know: did the New York Times reporter who said that Tim Cook would be replaced “in the company’s corner office” by John Ternus actually take a look at the building? https://t.co/Fe3WzMt0VX
Seeking Elite Short-Form Editor for Daily Viral Reels
We're looking for the best short-form video editor to join my team. I host one of the biggest marketing podcasts in the world, so I need someone who can deliver top-tier quality, understands viral short-form content, and can consistently produce up...
AI Won’t Cause Job Apocalypse, But Triggers Massive Role Shifts
There will be no “jobs apocalypse” due to AI — but there will be job chaos. @Gartner_inc 2025 AI Job Impacts Analysis found that starting in 2028-2029, AI will create more jobs than it eliminates. Yet, each year, over 32...
Chip Price Surge Rivals Oil Shock, Adds $300B Surplus
Chip price shock is by some measures as big as the current oil shock -- $300b annual increase in Korean/ Taiwan combined trade surplus v 24 based on latest data (depends of course on where oil settles for the rest...
Part-Time Maintenance Tech Needed in Venice, LA
Looking for someone on the west side of Los Angeles (Venice) who is intrested in part time maintenance and facilities technician position.
Current Seed Investing Landscape Unveiled Live From SF
The state of seed investing today. Reporting live from San Francisco.
Prioritizing Future GDP Share Over Today's Profit
It’s not about profit today, it’s about the share of GDP they will control tomorrow.
Rising Money Supply Fuels Precious Metals Surge and Inflation
The U.S. and global money supply is growing at an alarming rate, driving the precious metals bull market and contributing to persistently high inflation.
Kindness Endures Beyond Titles and Positions
“Position are temporary. Ranks and titles fade. But the way you treat people will always be remembered.”
Kevin Fails to Propose Any BLS Data Improvements
Kevin has not even given the outline of a suggestion for improving BLS data. We know Trump appointees aren’t too sharp, but can’t he at least produce something?
Council Approves $25M Women’s Soccer Deal Amid Controversy
Another indefensible stadium deal. Elect 👏Better 👏People 👏 Columbus council OK's $25M women's soccer deal with last‑minute update https://t.co/DkXfN6YkYS
Start with a Deep Marketing Audit for Real Opportunities
Here's what a Fractional CMO Partnership with me actually looks like: 🧵 1. We start with a full marketing audit. I go deep on everything: your ecosystem, your messaging, your data, your team setup. I want to know what's working, what's...
Rapid US Pivot Needed as Mexico Outpaces Growth
Scoop: the sooner he pivots to a great relationship with the USA, the faster the economic and cultural ties will heal. Mexico will eat his lunch. Growth in some economic areas is 6-8% per year, and even Canadian companies are...
AI Teammates Amplify Digital Influence at Scale
The Conversational Scale: Deploying AI Teammates for Digital Influence https://t.co/1rUhF9JADI via @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #Tech #TechNews #AgenticAI #AIAgents #Agentic #AI #FutureOfWork #Strategy #Sales #Marketing https://t.co/aZmO7MJcHW
CIOs Weigh AI Use Cases Amid Agentic Debate
Enterprise hits and misses - CIOs reckon with AI use cases, and bring on the agentic substrate debate https://t.co/mEIUMppkhP -> a special evening "tarmacs-r-us" edition... with some standouts from @lizkmiller, @twieberneit, @louiscolumbus, @BrianSSommer and spiced accordingly
Texas Couple Sparked Birth of Iconic Luxury Safari
How a Texas Couple Helped Launch One of the World's Most Iconic Luxury Safari Companies - PaperCity Magazine https://t.co/Wd4HiTIchd @Geoffrey_Kent @AKTravel_
Apple's Leadership Shift: Cook Passes Reins to Ternus
MyPOV: Talking to @RomaineBostick @kgreifeld @bloomberg @business #TheClose on @apple @tim_cook transition to John Ternus Watch it at (1:30:55) https://t.co/FBMwbIvUw4
Warsh Confirmation Hearing Highlights Unusual Fed Chair Process
There's nothing normal about this season of Fed Chair Apprentice, and it is far from over ... My preview of Kevin Warsh's confirmation hearing. https://t.co/S3gLBjAF7V
Your Personal Brand Is Today's Most Valuable Business
The best business you can build right now is your personal brand. Agree or disagree?
Carpenter Appoints Brian Malloy CEO, Ensuring Leadership Continuity
Carpenter will name Brian Malloy as chief executive on 1 July, signaling continuity in specialty alloy leadership. https://www.metalnomist.com/2026/04/carpenter-technology-chief-executive.html
Policy to Balance Trade Deficit Fuels Decades of Growth
This will have exponentially more impact on balancing the trade deficit than any tariff policy and will drive massive American economic growth for today and the next few decades. Also massive for driving demand in the domestic goods economy.
Great Communicators Prioritize Listening Over Charisma
A super communicator isn't the funniest or most charismatic person in the room. They're just the one who makes everyone feel heard. https://t.co/CHVxhwzYKm
BRE Poised for Takeover by LYC or MP
$BRE is a strong potential takeover target for either $LYC or $MP, given that Mrs. Rhineheart is a shareholder in all three companies.
Eagles Lock Wicks with $9M Guaranteed, Cap‑friendly Deal
WR Dontayvion Wicks' #Eagles Contract ▫️2-years, $16.1M total value ▫️$9M fully guaranteed ▫️$7M cash in 2026 ▫️$2.25M incentives ▫️4 void years for cap
Google’s Jan 20 Update Cracked AI‑Heavy SaaS Blogs
The Jan 20 Google update was the most interesting update of the year for me so far (I’m still working on March Core analysis btw 🥵) Still finding new examples that all match the same patterns. A few things seemed to...
Tim Bradshaw’s FT Scoop Predicts Early 2026 Apple CEO Transition
When the Financial Times reported that Apple CEO succession in early 2026 was on the table - much earlier than anyone else had said - my initial reaction was to believe the reporting. Tim Bradshaw doesn’t miss.
Silver Miners Cheap, Cash‑flow Rich Amid Price Resilience
With silver prices proving resilient at these levels, miners are trading at some of the cheapest valuations in their history. These companies are delivering record cash flows with exceptionally high margins. Game on. https://t.co/a2yC5hgWq2 https://t.co/06A0bDqjf9
Fans Angry as Cavs Game Moves to Paywall
So f'ng mad I can't watch the @cavs tonight as @nbc decides to put it on their pay platform. But more so with Adam Silver and @nba for letting that happen. You all suck.
Gulf Oil Turmoil Spurs Shift Toward China
US fights Iran. Gulf oil market is roiling. In the meantime, Gulf states are shifting toward China. Day what?!
Drones Replace Vans for Sparse‑Population Delivery
Did you know 99% of the US has fewer than 500 people per square mile, yet we're still delivering to all of it with a van… A Roman technology. Here’s how Etienne Louvet, CEO of Iona, is fixing this with...
Fervo Energy S‑1 Reveals Geothermal Pipeline and Costs
Enhanced geothermal energy pioneer Fervo Energy filed its S-1 in advance of a planned IPO, offering a closer look at their development pipeline, current and projected capital costs, and more. @heatmap_news's @MattZeitlin drills down for some insights: https://t.co/vpluY58Osk https://t.co/Q1X1QDKuNb
Private Credit Outlook Shifts: From Golden Moment to Cautious Reality
Bloomberg ran “key takeaways from the Milken Conference” last year. One was the narrative of a “golden moment” for Private Credit, per the panel. The panel this year might have a different tone. BTW I am on...
Ternus Seen as Apple’s Continuity Candidate for CEO
Incoming CEO Ternus is Apple's 'continuity candidate', says Moor Insight's Patrick Moorhead $AAPL https://t.co/FmBN141F2p https://t.co/mGkOMK8SQL
Tim Cook's Greatest Legacy: Preserving Apple’s Core Culture
Tim Cook will deservedly get a great deal of credit for helping Apple scale into one of the most powerful economic machines in the world. But I think an equally important part of his legacy is cultural. His job was not...
Google, Kia, DoorDash Power NBA Playoff Broadcast
NBA playoffs presented by Google, pregame coverage by Kia and starting lineups by DoorDash. Got it!
Oil Pullback Ends Trade Narrative, Sparks Low‑Price Speculation
When a trade suffers the kind of pullback oil has now seen, it's over. A trade is just a story. It needs excitement and momentum. That's out the window and has been replaced by people asking how low oil prices...
Apple’s Leadership Shift Follows 2,300% Return
#Apple is entering a new era: hardware chief John Ternus will become CEO, w/Tim Cook becoming executive chairman. When Cook took over 15yrs ago, Apple was worth ~$300bn. Today, it is worth >$4tn. Incl dividends, that is a total return...
Markets Brace for Iran Conflict Impact on US Economy
Is the Iran war already hurting the US economy? For their next trick, markets will try to make sense of US retail sales data alongside headlines from the Middle East. #stockmarket #IranWar #economy #macro #trading #dollar #oil https://t.co/K6KFiZlhQl
Onto's Rigaku Stake Raises Valuation Risk, Trim Suggested
Onto buys 27% of Rigaku for $710M, bolstering X‑ray/CD‑SAXS tie‑up; strong cash but 105x P/E flags valuation risk. Trading insight: trim ONTO on strength; watch execution. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Oil Surge Pushes Brazil Real Toward 4.50/USD
We're on our way to $/BRL 4.50. Oil prices aren't going to fall back to pre-war levels quickly, which lifts Brazil's terms of trade and the Real. I'm moving my posts behind a paywall in coming months. Please consider subscribing...
China’s Decade-Long Goal: Avert Global Economic Catastrophe
Oh, Rudy... I'm so saddened by this line: "China is clearly intervening to get the Iranians to open the strait to prevent a global economic catastrophe." @RudyHavenstein Yes... it has been shown over the last decade that China's primary objective...
Every Career Stage: Masterable Presentation Skills Boost Value
At every stage of your career, when you open your mouth you sell yourself, your ideas, your value, and your ability. Fortunately, even if you’re not a born communicator, the ability to deliver a powerful presentation can be learned. #frippvt #virtualcoaching...
Due Diligence Tests a Founder’s Recruiting, Leadership, and Vision
Due diligence is so much about testing a founders abilities. Can they recruit? Do people follow them? Will they figure it out when everything breaks? Are they visionary?
Flacco Gets $4M Guaranteed, Cap‑friendly One‑year Deal
QB Joe Flacco's #Bengals Contract 1-year, $6M base value $4M fully guaranteed 2 void years for cap purposes The deal contains a variety of playing time & playoff-based incentives that max out at $2.75M.
Apple's Hardware Shines, AI Leadership Urgently Needed
My AI is opinionated about Apple today: https://t.co/8L5xphk0qQ Says: “The chip team is in great hands. The AI team is not. Ternus needs to hire a Chief AI Officer immediately. Not a VP. A peer. Someone who can own the AI future the way...
Upcoming Founder & Investor Events: Pitch, AI, Networking
New week, new event roundup. Hope to see you at an upcoming event: ⚾ April 27: Batter Up! San Francisco 🤖 May 5: How to Build an AI-Native Company Vibe Camp Workshop with Lawrence Coburn, CEO & Co-Founder, Ambient 🌲 May 11–13: Camp...
AI Traffic: From Worst Customer to Top Performer
A Year Ago AI Traffic Was Your Worst Customer. Now It Is Your Best. https://t.co/xQGflQOMl2
Ternus Could Boost Apple’s Valuation by Reshaping Narrative
Tim crushed it as CEO of Apple. Ternus has an opportunity to supercharge $AAPL's multiple by changing the narrative, which is the biggest opportunity in big tech. https://t.co/OBAsgEfbOV
Aubrey Lands Record $10M Kicker Season
Brandon Aubrey's #Cowboys Extension 4 years, $28M new 5 years, $33.767M total $15M fully guaranteed $5M more next March Aubrey gets $10M cash in 2026, the largest single season payout for a kicker in NFL history.