
IMF and Leaders Discuss Middle East Conflict’s Energy Impact
Pleased to meet with IMF Managing Director Kristalina Georgieva (@KGeorgieva) to discuss the implications of the Middle East conflict for energy markets & economies around the world We agreed to continue to keep in close contact as we support governments in navigating the crisis https://t.co/M66nQrTWDy

Global Energy Shortage Sparks Rationing, Looming Lockdown‑Like Shift
Thoughts? We discuss the emerging global energy crisis and fuel rationing measures being implemented worldwide. Countries like Slovenia and South Korea are implementing fuel rationing systems, while others are grounding flights and pushing work-from-home mandates to conserve energy. We explore...

Invest in Employee Experience, Multiply Business Results
The Multiplier Effect of EX: How Internal Investments Drive Results https://t.co/xRlbBm1PJg When #employees r engaged/equipped/empowered, their performance amplifies outcomes beyond job descriptions. The return on EX investments compounds; they shape cust interactions every day. https://t.co/RWUhcMoeLc
Start with Conclusions, Highlight Benefits, Keep It Brief
How to Present to Senior Management Without Being Terrified 1. Practice 2. Open with your conclusions 3. Describe the benefits if your recommendation is adopted 4. Describe the costs, but frame them in a positive manner 5. Be brief #presentationskills #expertadvice
Master Decision Dysfunction to Earn Enterprise Sales Premium
The single most underrated enterprise selling skill: Navigating decision dysfunction. Always assume that dysfunction is the status quo. And that it's your job to make it as functional as possible. That's why you get paid the big bucks in enterprise.

U.S. 10‑Year Treasury Nears 4.5% Threshold
The other chart we all gotta check daily. 👉 U.S. 10 Year Treasury 💥Almost hit 4.5% today😦 https://t.co/DVVhNkPrqm
Structured Pilot-to-Paid Framework Drives 80% Conversion
Founders: Pilot-to-paid conversion framework: 1. Weekly success metric reviews 2. Bi-weekly stakeholder updates 3. End-user feedback collection 4. ROI calculation at day 20 5. Transition meeting day 25 Structure = 80% conversion.

Yen Poised for 30‑year Breakout as Dollar Stalls
30 year base in the Yen and it's about to breakout higher...US Dollar wrecking ball locked & loaded at the same time the geopolitics won't allow for a release of global dollar liquidity. @crossbordercap What say you?! @SantiagoAuFund What're you seeing? https://t.co/pGBvvssGL6

Purpose Beyond Self Drives Employee
RT @JoeContrera Having a purpose bigger than you is where it all begins… And in business I believe that the key to motivating employee’s requires these two things: https://t.co/oHCF0vP6Q9 #purpose #leadership #wisdom https://t.co/Rmo4biXkHp

Avoid Assuming the Role Is Already Yours
The worst is when they talk like the job is yours. “This is where you will be sitting...”Don’t do that.
USD/JPY Breaches 160, Eyes Potential 162 Breakout
For the first time since July 2024, $USD has pushed above JPY160. It almost reached JPY160.40, which we suggested was needed to confirm a breakout. The BOJ & MOF officials I have spoken with seem more sophisticated that draw an...

Scale Without Losing Humanity: Automate Admin, Prioritize People
Scaling doesn't mean "corporate coldness." Factorial automates admin so you keep your people first. Stay human as you grow. 🤝 #HRTech #Factorial #CompanyCulture #HR #PeopleFirst Schedule a meeting with me: https://info.quaintbusiness. https://t.co/wosnC9rWCT
Cricket Team Sale Delivers Strong Returns for Murdoch, RedBird
Cricket Team Sale Yields ROI for Investors, Including Lachlan Murdoch and RedBird Capital 🏏 https://t.co/hpOJwHSbxC via @sportico @LuisaRBeltran

Semrush Holds First Data on ChatGPT Ad Performance
Well, I know one company in our industry that has data about how ChatGPT Ads are performing. @semrush :) https://t.co/2O5V5dJZSN

Rising Oil and Rates Amplify Stock Market Volatility
Oil & Interest rates, collectively, are single-handedly driving the equity market. The longer prices remain high, the flatter the slope will be WRT stocks. That means, smaller changes in oil/rates will have larger impacts on stocks. One reason this is...
Flex Ads Boost CPA Performance 30‑60% Day‑over‑Day
Every single ad that was a Flex ad across my entire portfolio saw anywhere from a 30-60% increase DoD in CPAs.

Weekly Live Show Launches: Oil, Gold, Yields Explored
I'm going to start doing a weekly livestream on Saturday mornings at 9 am (ET). Tomorrow will kick things off with a discussion of: (i) impact of an Iran embargo on oil prices; (ii) what's going on with gold and...
Escalating Late Kills Deals and Trust
Prompt for an AI agent with access to your CRM: I want to see all of the times our sale reps went over the buyer's head to the executive sponsor to "secure the deal". Please then pull the conversion/win rates...
System‑Designing Founders Build Lasting Freedom, Not Busywork
A pattern I’ve noticed: there are founders who push vs founders who design systems. The first group stays busy. the second group builds something that survives them and creates true freedom.

Measure What Matters, Not Just What’s Easy
“Regarding product success & the performance of ur #productmanagement team, do you measure what truly matters or what is conventional & easy to measure? Your KPIs should be like a mirror that tells no lies & shows no distortions.” https://t.co/WMJWQdicPF #stakeholdermanagement https://t.co/GnQXvJnWZn
Cold War with China Underm
This is important 👇 1. USA is in Cold War with China 2. Europe is economically dependent on China. Something has to change because 1+2 is incompatible with a partnership, which is why the partnership is deteriorating

Trump and Netanyahu's Iran Conflict Spikes Global Oil Costs
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
Trump Names James Murphy NLRB
As long expected, President Trump has named NLRB member James Murphy as the labor board's chairman, the agency just announced. In statement, Murphy says he looks forward to working with colleagues "to protect and advance the rights of American workers."
SpaceX and Tesla Set to Merge, Become “X”
Prediction: SpaceX and Tesla merge within the next 12 months @CCM_Ryan thinks it will be renamed to "X"

Meta's New Attribution Inflates CPA, Leaves Optimization Unclear
Meta has rolled out their updated attribution settings to many accounts yesterday. This resulted in 30-50% increases in CPA in platform. But Northbeam showed zero changes. If you see a banner at the top of your ads manager it was...
Insights Into China's New Five-Year Plan
An assessment of China's new Five-Year Plan from my @CarnegieEndow teammate @damienics who directs @CarnegieChina in Singapore.
Monetary Policy Lag Shapes Current Decision-Making Framework
A special shoutout to Fed guy @josephwang. During our chat Joseph gave a beautiful breakdown of the lagged effects of monetary policy and how that feeds into the current decision making framework and then 3 hours later when @fejau_inc interviewed...
Yardeni: Iran War Could Trap Fed in Stagflation Bind
Ed Yardeni warns the Fed could face a policy bind if the Iran war triggers stagflation, caught between its dual mandate. https://t.co/AEdPXCYmJy
Megabanks Still Free to Acquire Solvent Banks Under Deposit Rule
I forget that there are still megabanks who aren't yet barred from this kind of M&A (banks can't buy another solvent bank if they already control at least 10% of national deposits)

Dollar May Fade, But Not Anytime Soon
In my latest Telegraph column I defend the dollar by channelling @TomCruise’s Maverick. To the claim that the dollar is probably headed for extinction, I say: Maybe so. But not today. https://t.co/lTW4ry33Lp https://t.co/q9PtKebSYk
Approach
Spending today walking up to people coding in coffee shops to ask why they’re by themselves maxxing in case they turn out to be founders

Early-Stage Startups Gain Credibility by Embracing Uncertainty
Another storytelling advantage for early stage startups: they can afford to embrace the inherent uncertainty of this era (and become more credible in the process). https://t.co/uT6MxANvWJ
Specialized Expertise Thrives Regardless of Market Conditions
I keep seeing and hearing that, in today’s market, many of the most seasoned people in finance are avoiding fundraises and choosing to go deal by deal... That said... I had a brief 30-minute conversation with a gentleman who has raised...

Erdogan Calls for Unity Among Turks, Arabs, Kurds, Persians
#TurkeyWatch 🇹🇷: President Erdoğan shouted from the rooftops: “in one of the world’s most strategic regions,” Turks, Arabs, Kurds and Persians have “lived together for centuries.” They have shared “the same fate and geography,” adding that “our future… will be together.”...
Google Quietly Hands Fiber to Subpar PE Provider
Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip @techmeme https://t.co/ieoQ0sDH4H

Eurozone Ministers Discuss Energy Risks and Immediate Support Options
At the invitation of Eurogroup President Kyriakos (@Pierrakakis), today I addressed Finance Ministers from across the euro zone on the major energy market impacts of the war in the Middle East and the immediate options to support energy and economic...
Listen to Clients: They’re Already Asking for Coaching
Your clients often know what you should do next—if you listen. Two conversations in one day told me it was time to offer coaching. What are your clients already asking you for? #FrippWisdom #Coaching #PublicSpeakingTips

Hard Assets Surge as Stagflation Looms, Fed Constrained
Stagflation is written all over this move today. Gold decisively decoupling from overall equities and rising in step with oil and other hard assets. So much for the liquidation narrative — it’s gone completely quiet now. Don’t believe everything you read....
Zohran Mamdani Captured 84% of Young Graduates
You probably know that Zohran Mamdani won over a lot of young college grads last fall. But do you know exactly what portion? 84%! I have a story up today that tries to explain why. https://t.co/9JbOLH1zIK
Starbucks Belongs in Nashville: A Cultural Fit for 2026
Starbucks should move the whole company to Nashville tbh. It's a better cultural fit for what the brand is in 2026: https://t.co/R0oQPKKkd6
Bullwhip Economy Signals Hyperinflation, Not Stagflation
Very important client post. The Bullwhip Economy 💫Not Stagflation. Hyperinflation. 💫Gold Hedges Stagflation - Not A Bullwhip Economy 💫Some Key Topping Charts https://t.co/Jqx8pnT5Ti
Great Product Fails without Clear Onboarding Path
I watched hundreds of people sign up for my product and then completely disappear. It was entirely my fault. Let me back up. I read 10x is Easier Than 2x and decided that software would be my growth strategy. So I built NoteGo. And...
Xi Prioritizes Innovation, Targets TFP Over GDP
My take on the Chinese five year plan and the rise of "high quality" as approximating a "Xi Doctrine" on the economy - for @CarnegieEndow Emissary @CarnegieChina The TL:DR version: - For Xi, innovation-driven economy > consumption driven economy. -...
Technology Builds Fast; Habit Change Slows Adoption
We saw this firsthand. The tech took days to build. Getting the team to trust it and actually change how they work took longer. That's always the real bottleneck. The habits.
Versant Joins Talks to Buy Vox Media's Podcast Unit
scoop w/@jtes: CNBC and MS Now parent Versant is among the companies in talks to acquire Vox Media's podcast biz https://t.co/sWkoNWwPEH
Hiring Builders Who Automate, Prototype, and Ship Daily
We only hire builders (and we’re on a hiring spree)! Reply with something you've built. I'll read them personally. We’re interviewing the best ones. You’ll be a good fit if you: - work best without permission - default to “how could I automate this” -...
Novartis Acquires Excellergy to Secure Xolair Successor
Novartis targets Xolair successor in buyout of startup Excellergy https://t.co/eGYQ2AxTd5 by @gwendolynawu $NVS $RHHBY #startups #biotech

G7 Confronts War, Iran, Hormuz—And US Accountability
g7 foreign ministers meeting in france today. on the agenda: stop the war, end iran's nuclear program, reopen the strait of hormuz. also on the agenda, implicitly: explain to allies why the us launched this war without telling them and ask...
Working Capital Determines Survival, Not Growth
Working capital is either funding your growth… or silently killing your business. Most entrepreneurs don’t even realize which side they’re on. Let’s break it down. Working capital = Current Assets – Current Liabilities Simple math. But it tells a powerful story. It answers one question: Can your business survive...

Boards Can't Unilaterally Cancel Mergers; Shareholder Vote Required
I am dumbfounded that an institutional investor could think that a board of directors can just terminate a definitive merger agreement. I am even more shocked that they would admit this publicly in the media. For the uninitiated, a merger agreement can...