Stagflation Squeezes Equities: Low Returns, High Volatility
Stagflation is a bad environment for equities, with low (real) returns and high volatility GS Europe https://t.co/QhgQfFdqYh
Stagflation Threat Returns as Euro Growth Slows, Inflation Rises
GS Europe: Stagflation risk re‑enters the debate. We have downgraded GDP growth in 2026 by around 0.7pp in the Euro area We have raised our end-2026 inflation forecast by around 1.4pp in the Euro area https://t.co/E3drISW5P1
Private Equity Smooths Portfolio Risk in Volatile Markets
“Private equity (PE) offers significant benefits during periods of market volatility by providing portfolio diversification & lower reported volatility, because PE investments are not publicly traded, they are less susceptible to daily market sentiment, offering a "smoothing" effect that reduces...
CFOs Emphasize Efficiency, Reaching 2020 Highs
The year of efficiency is back Chief financial officers at large U.S. companies mentioned “efficiency” at least once on 307 conference calls in the latest quarter as of March 26, up from 219 a year earlier and the highest level...
Authentic Brand Storytelling in the Age of AI
Really looking forward to hosting this. MarTech gave me the opportunity to choose a panel of people who would be great for this conversation, and they answered the call. Join Melanie D. , Jordache Johnson , Dale Bertrand , and...
New Energy Gel Redefines Running Fuel Through Community
Running culture is evolving, and its fuel is finally catching up., paolabsjelly is an energy gel brand redefining the category through flavor, culture and community-first building. Read the full article to see how the founders are building the next running fuel essential.
TLT Rally May Mask Inflation Risk, Not a Safe Haven
$TLT can rally in a recession and still be a bad trade if inflation expectations won’t chill. Duration isn’t a safe haven when the bond market stops believing. https://t.co/Rb9uYrLUHk
Capex Growing Faster Than Revenue Drives Returns
It’s not “unhappy returns”; it’s “capex is growing faster than revenue”. How it ends, depends. https://t.co/TtHGrcIFW8
Rust Powers Ultra-Fast AI Automation for VC Workflow
I needed AI-powered automation that could actually keep up with my day. Existing tools were too slow, too error-prone. So I rewrote everything in Rust — 45+ APIs that Claude Code uses to run my VC workflow end-to-end. I'm presenting the architecture...
Navigating Inflation Amid Persistent Supply Chain Uncertainty
This growing supply chain uncertainty plus past few years of above-target inflation makes it increasingly hard to "look through" supply shocks. Here is one way to navigate this inflationary minefield: https://t.co/ihDcQmhv7a
Bjorn Gulden Revives Adidas with Historic Turnaround
During the 2023 start, Adidas was collapsing. - First net loss since 1992 - Dead Yeezy inventory of €1.5B - Decreasing brand relevance globally Then, came Bjorn Gulden as CEO. 9 months in, he pulled off the greatest corporate turnaround in history. Here's what happened:
Gold's Surge Signals Return of Safe‑Haven Appeal
Bull Trap or the safe heaven status is back ? Gold has been on the rise for the past few days meanwhile Geopolitical tensions & inflation fears are still on the rise. Let me share my 2 cents on what's happening &...
R3 Bio's Push for Brainless Human Clones Sparks Ethical Debate
Here's our story about R3 Bio and the entrepreneur dreaming of brainless human clones. https://t.co/ZJpdffTKNP
Prediction Markets Disrupt HR—Unexpected Consequences Ahead
The Prediction Market – And Its Surprise Impacts On HR (Consider this a warning) @DrJohnSullivan https://t.co/nh1Hkvqmfd #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Supply Chain Shift: How Far Upstream Does De‑Chinaing Reach?
Call it supply chain shifts or derisking. Moving retail and manufacturing supply away from China to other countries. Given the tiers of suppliers and size, how deep into the upstream supply chain does the change go?
College Tuition Has More than Tripled Since 1997
Since 1997, the price of college tuition in the United States has more than tripled. https://t.co/5Atv7qDx6T
Middle Managers: Weak Link or Secret Weapon?
#TimTalk - Are Middle Managers the Weak Link or the Secret Weapon? with Gary Cookson https://t.co/EHLT2Lyxs5 via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management #HumanResources #HR https://t.co/wSFVrgp5vH
Powell Refuses to Entertain Warsh's Rate‑cut Pitch
Powell is asked by an undergrad what he thinks about Kevin Warsh trying to come into the Fed and cut rates in the current environment. Powell: "That’s not something I’m going to swing at, that pitch."
Prioritize Continuous Learning as Skills Rapidly Obsolesce
These days, new #skills are relevant for less and less time. Continuous #learning is more important than ever. But how do you know what to focus on? This 2017 piece by @MarcZaoSanders is more relevant than ever ➡️ https://t.co/6H1kg7Skfw via @HarvardBiz...
U.S. Corn Inspections Beat Forecasts; Soybeans Lag, China Leads Demand
🇺🇸Last week's U.S. corn export inspections topped all trade expectations, but soybeans fell slightly below. 46% of the inspected soybean cargoes were destined for China. https://t.co/qtmgF00LfJ
All 100k/Mo Promises Boil Down to Guaranteed Ads
Every 2-bit hack who claims they can help you scale your agency/consulting/coaching biz to 100k/mo teaches the same variation of “run ads with a guarantee” That’s it. That’s the entire playbook.
Gold Falls Despite Inflation; Real Rates Drive Moves
Gold can drop hard while inflation headlines stay hot. That’s not ‘gold is broken’. That’s real rates and margin calls. Correlations don’t die. They just take vacations. https://t.co/LB3g5NQWP9
US Treasury Yields Slip, 10‑year Hits 4.334%
Tplex: UST Yields moving lower today.... Dimes +24/32's 110-29 10 Yr Notes 4.334% (-10.6 bp's)
Perplexity and Fiscal AI Unite for Real‑Time Financial Data
I'm pleased to announce we've expanded our partnership between @Perplexity_ai and @Fiscal_ai. Fiscal AI's Data API now gives investors on Perplexity and Perplexity Computer accurate, source-backed financial data when performing research or vibing customized dashboards. https://t.co/UC5B9n9GmN
Your First Non‑paying Users Drive True Product Value
Your first paying customer isn't your most valuable one. Hewitt Tomlin's most valuable early users never paid him. They switched off Excel, climbed his learning curve, and gave him the honest feedback that built a $10M ARR product. https://t.co/jiSjWG9xGw
Powell: Fed Monitors Private Credit, Won’t Eliminate Risk
On private credit, Powell said it was a "relatively small part of a very large asset pool" that the Fed was watching "super carefully" About financial regulation more broadly, Powell said the Fed "shouldn't be trying to regulate risk out of...
Ahrefs Launches Bot Analytics to Visualize Website Bot Traffic
Have y'all checked out Bot Analytics in Ahrefs yet? We released a new tool that shows how bots crawl your website. Bot Analytics collects data server-side via Cloudflare integration, but we will add more integrations based on demand. https://t.co/1f3FHtOzSx
Use Real Success Stories to Win Resistant Buyers
Powerful and persuasive sales conversations always include success stories that show how products or services have specifically worked for past customers or clients. Your prospective client might be trained to resist a sales pitch, but no one can resist a...
Marketers Shift Ad Budgets to AI-Driven Experimentation
AI is reshaping how companies approach experimental ad budgets. As platforms roll out new AI-driven ad products and traditional channels become saturated, marketers are rethinking where and how they test. Budgets are being adjusted toward areas like generative search, ChatGPT-style ads...
Launch Rough OKRs Now, Learn Through Action
Ever spent so long overthinking your goals, the quarter started without them? I see it every single day. Diligent people get stuck because we’re afraid of getting it wrong. But only in retrospect do we have a chance of knowing whether our...
Avoid Common Buyer Mistakes That Cost Millions
21 Stupid Things (2016): "my quick book on the stupid things I’ve seen business buyers do... [that have] led to many poor outcomes: working 80 hours a week... losing hundreds of thousands of dollars or being trapped in an [unsellable]...
Small Funds Gain Edge Through Tech-Driven Agility
Small funds often embrace technology to streamline fund operations and improve decision-making processes. Leveraging data and tools can provide a competitive edge, making a fund more agile and responsive to market changes. 📊📈
Crocs CEO Confident HeyDude Will Grow Despite Wrinkles
Crocs CEO Andrew Rees, July 2023: "We have absolutely no regrets on the acquisition...We’re very confident about HeyDude’s future, but we have a few wrinkles to work through over the next six months... We are very confident HeyDude will grow...
M&A Spreads Surge, PRTH Hits 29% without News
M&A spreads are just blowing up! $PRTH is spread now at 29%, with no news whatsoever beyond the general market sell-off.
Powell Claims Inflation Expectations Still Well Anchored
POWELL: INFLATION EXPECTATIONS REMAIN WELL ANCHORED - Bloomberg. *Inflation expectations (breakevens), below. "Well anchored?" https://t.co/oWnwOzgMcY
Powell: Fed Will Look Through Energy Shocks, Watch Expectations
Powell on Monday reiterates that the Fed typically look through energy shocks, but he warned that "a critical, essential aspect of that is you have to carefully monitor inflation expectations" This recent piece w/ @bencasselman explains why https://t.co/eabY4kFd9d @nytimes
Hire Unconventional Talent, Not Conventional Résumés
One of our best engineers came from community college and the Minecraft modding community. Our best early salesperson came from a company with a -40 NPS ! How we hire at Ramp:
The Dollar’s Secret Global Journey: Cash Hoards to Stablecoins
💵From Belarus vaults to Miami cash hubs, the U.S. dollar has a global life most of us never see. Former Fed economist, Ruth Judson, joins me on the podcast to unpack global cash hoards, counterfeit networks, and the rise...
Powell Says Iran Dilemma Remains Unresolved, Impacts Unknown
Fed Chair Powell, speaking to a Harvard class, says re: Iran, "we will eventually maybe face the question of what to do here. We're not really facing it yet." "We don't know what the economic effects will be."
Trump’s Policies Collectively Fuel Inflation Despite Temporary Shocks
Yes, the impact on inflation from tariffs is transitory. Yes, the impact on inflation from the oil shock will most likely be transitory. But the backdrop is every single one of Trump's major policies is inflationary: Larger fiscal deficits are inflationary Reducing...
Powell Says Fed Tools Can't Curb Supply Shocks, Halting Hikes
*POWELL: FED'S TOOLS HAVE NO MEANINGFUL EFFECT ON SUPPLY SHOCKS This is in my opinion the right take, and it completely punctures the probability of rate hikes in the US. They are going to sit this one through
Iran War Creates Unprecedented Oil Shortage, No Spare Capacity
The Iran war has disrupted a greater share of oil supplies than any previous shock. And this time, there is virtually no spare capacity available to make up the gap. @wsj
Deel Seeks Remote Ghostbuster to Eliminate Operational Chaos
We're hiring: Ghostbuster position open. Join Deel's version of DOGE, our strongest operational team. $200k+/year - remote. Over 7 years, Deel scaled to 7,000+ people across 100+ countries. Every company this size accumulates ghosts: - A process installed by someone who left 2 years ago -...
Scale DTC Faster by Optimizing Creative, Tests, and ROAS
Things that scale DTC brands faster than budget: 1. Faster creative cycles. 2. Cleaner offer tests. 3. Fewer hooks tested cleanly beats more hooks tested dirty. 4. Ad says one thing. Page says another - that's your conversion problem. 5....
Fed's Miran: Rate Pause Stifles Job Growth, Misfires on Inflation
Fed’s Miran told us he thinks the Fed is holding back job growth by keeping rates on hold and wrongly fighting the last war (inflation)
Fix Work Processes, Not Programs, to Boost Employee Experience
Check out Farm to Executive Table Issue #12: Strengthening the Root System – What Actually Improves Employee Experience https://t.co/AyheV6X7Ww Employee experience doesn’t improve when you add programs. It improves when you fix how work actually works. #employeeexperience https://t.co/KqbOwkby2v
Powell Warns Confidence Precedes Grasp of Rising Risks
Powell downplays dissent on the Fed's board and says you would expect disagreement when there are both downside employment and upside inflation risks that are growing. "Confidence is what you feel before you really understand the problem."
Turn Everyday Interactions Into Powerful Brand Narratives
I’ve known Daniel Coyle for over a decade, and his work has always been a north star for how I think about the intersection of leadership and storytelling. I was thrilled to finally sit down and discuss his amazing new...
Stay Lean: Manage Extra Inventory Without Cash Traps
Holding more inventory? 📦 Extra stock is smart, but don't trap your cash. SAP Business One keeps you lean. Blog: [link] Schedule a meeting with me: https://t.co/ZsEwnG4p2n $SAP #SAPBusinessOne #Inventory #ERP https://t.co/sN516o506O
Unify Finance Data for Real‑time, Stress‑free Insights
Running a business shouldn't be a guessing game. SAP Business One brings financial data into one view. Real-time insights, zero stress. Schedule a meeting with me: https://t.co/ZsEwnG4p2n #SAPBusinessOne #QuickBooks #ERP $SAP https://t.co/CfOUUzMcFN