Iran's Inflation Drops, Oil Exports Surge Amid War
My latest with @davidlin_TV on Iran: "Since the war started, Iran's inflation has come down from 87% to 67%. Iranian oil exports have increased substantially at higher prices with lower discounts. You won't read these FACTS in the press." https://t.co/tnO36Tw8XU
Inflation Fears Undermine Bonds' Traditional Safe‑Haven Appeal
"bonds—often a place of safety in times of market turmoil—have offered no relief, hit by worries that resurgent inflation will keep interest rates higher than expected and undermine the value of their fixed payouts." https://t.co/acyJLqVIXP https://t.co/7yOQbeNrn2
China Blames Philippines, Yet Urges Ties Stabilization
China Urges Philippines To Stabilize Ties Amid Maritime Row. China causes the problem. Then asks the Philippines to improve the situation. https://t.co/hyHl0iwvov
Dollar Weaponization Reshapes Finance, Gold, and Investment Flows
The “weaponization of the dollar” has profound implications for financial plumbing, the dollar itself, and investment flows—including gold. @edwardfishman’s Chokepoints is a must-read on history/key players/dynamics. Thanks @nfergus for the recommendation. https://t.co/4AcmzUniud
Scarcity, Not Availability, Drives Desire in Fine Dining
Fine-dining taught me about scarcity: • "Tonight only" • "Only 3 bottles left" • "One more special, want me to hold it?" People don't want what's available They want what's scarce...
Denmark's Father Quota Lowers Parental Leave Satisfaction
Big Push for Gender Equality in Paternal Leave Fails Even in Denmark "After the father quota [allocating 11 weeks of leave specifically to dads & taking it away from moms] was implemented [in Denmark]", @stephmurrayyyy writes, leave satisfaction for both moms...
Apple Shifts AI Focus to App Store Search Platform
Power On: Apple pivots its AI efforts into an App Store and search-like platform play. Here are the details and why — https://www.bloomberg.com/news/newsletters/2026-03-29/apple-doubles-down-on-hardware-services-with-revamped-ai-strategy-rare-bonuses-mnbpiwon?srnd=undefined
Sharp Communication Beats Product Noise in AI Era
Most startups think they have a product problem. A lot of them have a 𝘀𝗶𝗴𝗻𝗮𝗹 𝗽𝗿𝗼𝗯𝗹𝗲𝗺. 📡 In a world drowning in AI-generated noise, the companies that win won’t just build better. They’ll 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗲 𝘀𝗵𝗮𝗿𝗽𝗲𝗿. ⚡ I just ran a demo of...
The Silent Leak: Hidden Revenue Loss CEOs Ignore
#TimTalk – The “Silent” Leak: What is a revenue leak that most CEOs or CROs are completely oblivious to until it’s too late? with Sandy Yu https://t.co/gZMzxhaIMt via @DLAIgnite #SocialSelling #DigitalSelling #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Sales #Marketing
Trade Workforce Gap: 1.4 Million Jobs Vacant by 2030
"As the # of tradesmen retiring [increases], # of young people entering those occupations [fails] to keep pace. Today, for every 5 tradesmen who leave workforce, only 2 younger workers replace them." Consequently: "nearly 1.4 million trade jobs will be unfilled...
Labor Market Cracks, Rates Rise, Growth Slows: Triple Warning
February payrolls: -92,000. Unemployment: 4.5%. The labor market cracked while everyone watched oil. A cracked labor market + rising rates + slowing growth. That's not a soft landing. That's three warning signs firing at once. $SPY $QQQ https://t.co/LY08qXAJYh
Winning All the Time Creates Weak Acquirers
While boarding my flight to New York City for a Serial Acquirers conference, I got a call from my non-entrepreneurial friend, who asked how on earth I was willing to travel all the way from Europe just to stay a...
Unlock Winning Sponsorship Packages for Charity Golf Events
The Guide to Charity Golf Tournament Sponsorship Packages by @golfstatus.bsky.social includes: https://golfstatus.com/resources/sample-golf-fundraiser-sponsorship-packages?utm_source=nonprofittechforgood&utm_medium=resource&utm_campaign=0327-04152026&utm_content=samplesponsorpackages ⛳ • Sponsorship tiers and benefit ideas • How to price sponsorship packages • Why businesses want to come on board as a sponsor
UAE’s Closure Drives Iran Toward Chinese Banking
The faster UAE closes money window on Iran, quicker China becomes Iran's banker. 1)China pays for Iranian oil into Chnse bank accts2) Iran buys gold w CNY in Shanghai's CNY gold mkt & do what Russia did w China after...
SaaS Success Hinges on Positioning, Distribution, Communication
90% of SaaS problems are not technical anymore. They’re: → positioning → distribution → clarity / communication
Own Your Choices: Simplify, Prioritize, Act
90% of problems? You created them yourself. By avoiding decisions. By ignoring priorities. By failing to speak clearly. The fix? Own it. Simplify. Act.
Leadership Capacity Drives Hiring, Retention, Not Just Time
Leadership Capacity Is The Silent Force Determining Your Firm's Future ➡️ Why leadership capacity is about more than 'just' a lack of time – and why, while a lack of leadership capacity often manifests as a hiring and team retention shortfall, it...
GStack: Multi‑role Partner Accelerates Real Software in One Hour
GStack is not just a YC partner or a CEO vision coach. It’s a UX designer when you need it too. And a VP of Eng, a QA manager, and a release engineer too. It’s oriented around what you need...
Nuclear Sector Emerges as New M&A Hotspot for Industrials
No great insight here, but seems like nuclear is rivaling aerospace as the new favored hunting ground for industrials looking to acquire niche, critical suppliers, examples being Crane acquiring Reuter-Stokes, & Enpro mentioning it as a focus.
Economic Weakness Erodes U.S. Military Superiority
Bit of a deep dive with a handsome economist (me) on how America's economic vulnerability undermines its military advantage. https://t.co/WZQ5ou95bM
Trump Dismisses Intel, Claims Iran Rockets Depleted
While Trump says that Iran has “very few rockets left”, US intel suggests that only 1/3 of Iran’s missile arsenal is confirmed to be destroyed. Who says Trump is inconsistent? He consistently ignores US intelligence. https://t.co/7whRgOX8kz
More Pipeline, Higher Win Rates and Disciplined Selling
You're not you when you're hungry. You're also not you, when you're desperate for a deal. My observations in both situations. 𝗪𝗵𝗲𝗻 𝗜 𝗵𝗮𝘃𝗲 𝗮 𝘀𝘂𝗿𝗽𝗹𝘂𝘀 𝗼𝗳 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲: -Disqualifying properly -Keeping stronger price integrity -Holding the line on our buyer process -Spending my time on the most...
Fed Chair Switch Could Trigger Unexpected Pivot Amid Rising Inflation
Powell out in May. Warsh in. Market is pricing hikes. New chair may cut. The wildcard nobody's discussing: what if the Fed pivots just as inflation re-accelerates? One transition. Two completely different outcomes. $SPY $TLT https://t.co/zmsbBtchWk
AI Raises Stakes, Making Traditional PE Valuations Unsustainable
AI is making the penalty for being mediocre massive. And that is why the profit-focused path (and PE’s traditional playbook) is broken. These company valuations will be crushed over time. Maybe <1.5x ARR…Fine if you are bootstrapped, but completely broken for any...
Japan Redirects Naphtha Imports Amid Middle East Reliance
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
Reach and Resonance Both Needed for Effective Marketing
Resonance is not a replacement for reach, but rather a qualitative input into it. You often see the narrative, especially when reach is getting harder to achieve like with declining organic LinkedIn, that the real focus anyway is on resonance....
NEOM: Saudi’s Green Steel Powerhouse Driving Future Industry
I think a lot of people overlook that NEOM is as much a strategic play on future green steel production as it is a weird futuristic city. Also, Saudi is via the project positioning itself to be - in the...
One‑Year Inflation Swaps Hover Near 3%, No Panic
No major inflation scare yet... 1yr inflation swap only about 3%.. not alarming by historical trends Torsten at Apollo https://t.co/YfD4ihEjtb
Pricing Is Integral to Brand Identity, Says Former LVMH CFO
Former $LVMH CFO on obsession with brand and pricing: "They are really obsessed about the brands, how the brands look, how the brands react, the ability of the brands, the aspirational brands in order to create a really aspirational brand, highly...
Bond Market Squeezes Yield Expectations, Proves Wrong
2Y yield: 3.89%. 5Y yield: crossed 4%. Everyone was positioned for rate cuts. Everyone was wrong. Bloomberg calls it the biggest positioning squeeze in years. The bond market just delivered a reality check. $TLT $IEF https://t.co/jyYH8ebPrR
Oil Upside Limited Even With Iranian Embargo, Brent at $115
I'm starting a new weekly video every Saturday morning on markets and macro. The first episode was yesterday. I discussed why upside to oil is limited even if we embargo Iranian oil. Brent at $115 already prices significant disruption. You...
Blue‑Collar Founder Leverages AI Agents to Quadruple Revenue
A blue-collar founder used AI to completely change his business trajectory. After shifting from SEO to AI agents, he streamlined quoting, scaled operations and created a growth flywheel that took revenue from $242k to nearly $1M in a short time. AI is...
Subtract 300k Bpd From 2026 Oil Demand Forecasts
⭕️For now, whatever your estimates of global oil consumption growth for 2026, subtract about 300 kb/d from it. This number will change as we move forward.
Accelerate or Die: Only One Viable Path
The illusion of two viable paths will destroy lots of valuations. There is only one path…accelerate or die. The profitability path will seem like a good alternative, but here is what will happen New post 👇 https://t.co/cg40nUY4gq
Rate Hike Outlook Reverses, 10‑Year Yields Surge
We started 2026 with multiple rate cuts priced in. Now the market is leaning towards a hike. The 10-year is at 4.43% and still accelerating. We cover what that feedback loop means for stocks in the latest episode. $SPY $QQQ $IEF...
Embargo Iranian Oil; Cut Funding to War‑fueling Regimes
I support an embargo of Iranian oil. The reason is Russia. We never embargoed Russia. If we had, there's a good chance it wouldn't still be wreaking havoc in Ukraine. You just can't allow the life blood of these regimes...
Oil Surge and Strong USD Favor Energy Exporters
Macro: Tadawul -0.13%; financials, real estate & retail lag. Oil jump (Brent $105) and firmer USD drive divergence. Risk: oil volatility, FX swings. Trade: buy energy exporters. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Hormuz Crisis Exposes Superpower Indifference to Global Lives
The international fallout from the Hormuz crisis and its unintended consequences have me wondering: Is this another global experiment? And if it is, do we have to wait until all the results are collected? I am just asking a question. ...
Dollar Weakness Paused; Brazil Set to Surge Post‑war
The Dollar downtrend has now been meaningfully disrupted. But that doesn't mean it's over. As soon as this war ends - and it must because of the midterms - Dollar weakness will reassert itself. EM commodity exporters like Brazil will...
CPI Set to Jump Above 3%, Prompting Fed Hike
I expect the April 10th CPI print to spike 70-100 basis points, coming in north of 3%. And then the Fed is going to hike rates 🥸
Personal Services Spending Fuels 3.3% Inflation, Outpacing Fed Target
Robust consumer spending on manicures, haircuts, and dog daycare is FORCING services inflation to 3.3%/yr. That's stubbornly above the Fed's 2%/yr target. THE US WILL NEVER GET THE INFLATION GENIE BACK IN THE BOTTLE. https://t.co/YhMhZTG7Gl
Yield Spread Peaks, Prompting Duration Risk Exit
3m10y yield spread 71bps... highest since July 2022... time to step out on the duration-risk curve? $AGG https://t.co/ozSwbxzLA4
Saudi Oil Revenues Rise, No Gold‑selling Crisis
There's lots of misinformation at the moment, including the idea that big Gulf countries like Saudi Arabia are having to sell gold. Saudi Arabia's revenues from oil exports are actually up, because the rise in oil prices more than offsets...
From Layoff to $200K: Leverage Product Launch Kit
Jack got laid off hours after putting an offer on a house. But today: • He's on track to hit $200K • Works 20-30 hours per week • Takes 1-2 months off each year • Consistently lands $10K-15K deals And he even has this killer Product...
5 Essential Writing Tools That Built My $20M Business
Writing online is how I built a LinkedIn audience to 154,000 and a $20,000,000 digital business. But my writing tech stack is simple. I never start writing without these 5 tools:
Redemption Caps
Ares capped redemptions at 5% after requests hit 11.6%. Apollo also restricted. Private credit default rate: 5.8% (Fitch). Morgan Stanley warns 8%. The next subprime is always the one nobody's watching. $HYG $BXSL https://t.co/B1Kim7zMg9
Today's Chartbook Highlights Crucial Map for Immediate Insight
Hard to think of a more important map than this right now, featured on today's Chartbook Top Links: https://t.co/qA2ezld5Aa
AI Startup Naive Deploys Fully Autonomous Business Teams
🚨 This AI startup is doing something nobody else is doing. Most AI tools build apps. This one runs entire businesses. Sales, marketing, outreach, support, engineering, finance all handled by AI employees working 24/7 without a single human in the loop. It's...
Stagflation and War Trigger Biggest 60/40 Loss Since 2022
Stagflationary winds and the biggest monthly loss for the classic 60/40 investment portfolio since 2022, the global economic and financial fallout of the Middle East War are tangible. This week’s data deluge will help us assess how much resilience remains in...
Turkey Alone Sells Gold Amid Fragile Currency Peg
A recurrent theme since war began is that central banks are selling gold. That's mostly not true, but there is one central bank that did. Turkey's gold holdings have fallen 50 tons in recent weeks. But Turkey is an outlier...