Putin Declares Russia‑China Relations at Unprecedented Level
Xinhua: “Urgent: Putin says Russian-Chinese ties reach truly unprecedented level—…Vladimir Putin delivered a video address on Tuesday before his state visit to China. ‘Today, Russia-China relations have reached a truly unprecedented level,’ Putin said.” https://t.co/GFYCp7T8Yn
Toxic Workplace Culture Undermines Health, Productivity, and Reputation
Fixing a Toxic Culture https://t.co/fm7wIMIXbW It negatively impacts employees’ mental/physical health - and productivity, job satisfaction. Leads to increased absenteeism, high turnover, low morale. For the business, it can lead to poor performance and a bad employer reputation. https://t.co/PCy8M7eCx1
Consistent Posting & Engagement Drives Massive Follower Growth
I've Tweeted 682 days in a row. And added 400k+ followers. Here are 4 easy tactics: 1. Publish content 2x daily 2. Write 2 articles a week 4. Reply to every comment 3. Comment under creators you love You got this.
Key Takeaways From a Week of Economic News
Feeling overwhelmed by the constant churn of economic news and data? @AliVelshi and I discussed what you really need to know from a pretty full week. Catch up here: https://t.co/OOawRebatN
Open‑Source Dubbing Studio Eliminates Subscription Fees
Someone just open-sourced a local dubbing studio that kills $700/year in ElevenLabs and HeyGen subscriptions. It's called OmniVoice Studio. Drop in any MP4. It handles everything: - Auto-transcribes the speech with Whisper - Translates into your chosen language - Clones the original voice from 3...
Regional Integration Offsets Harm of U.S. Discriminatory Tariffs
"Discriminatory Tariffs, Trade Diversion, and the Economic Impacts of Recent U.S. Trade Policy" https://t.co/s1LB7u7p56 "Regional economic integration emerges as an effective mitigation strategy" https://t.co/QBMsun0Vkh
Free 2‑Hour Masterclass Reveals Claude Design Playbook
THIS GUY IS LITERALLY GIVING AWAY THE DESIGN PLAYBOOK FOR CLAUDE DESIGN 🤯 A Free 2-hour masterclass showing how to build an ENTIRE startup: → brand guidelines → decks → website → apps → videos ... using ONLY Claude Design. Guide is below + full tutorial in 🧵...
90% of AI Agents Idle—Unlock Real‑time Lead Engagement
We have 20+ agents in production across Replit, Salesforce, Artisan, Monaco, Slack, and other platforms. We run a company with 3 humans that used to have 20+. And all of our agents sit idle 90% of the time. Every human...
Dominion, NextEra Eye $400 Billion Megamerger
Dominion and NextEra Weigh a $400 Billion Megamerger #energysky -- via Heatmap News https://t.co/bZK3LZ3Pc2 https://t.co/C9f64zlJRq
Sony Secures 80% of Peanuts Franchise for $457M
#Sony is in celebration mode, officially welcoming #Snoopy, #CharlieBrawn and their whole gang as their $457M deal to purchase the #Peanuts brand struck in the end of 2025 is now in full effect, as the Japanese conglomerate now owns 80%...
Japan’s Finance Chief Seeks Excuse for More Weak Interventions
Japanese Finance Minister looking for the next reason to pull the trigger on another wave of - likely underwhelming - intervention
The Most Attractive Market Isn’t Always the Fastest‑growing.
Just finished a conversation with a buyer who started building a rollup in a very specific industry back in 2020. They completed 40+ acquisitions and eventually sold the platform to a well-known PE firm. What stood out was the growth rate of...
Betting Revenue Rebounds Slightly Amid Sharp YoY Decline
Early March sports betting revenue figures and operator earnings reports show some rebound activity from a low between Dec 25 - Feb 26, but you can still see the massive year-over-year decline in handle growth in recent months https://t.co/wo9YiHYq78
Triple Engineering Productivity with AI: Essential Tools & Changes
🚨Attention CTOs + Founders…🚨 We are hosting a proper deep dive into what it takes to triple engineering productivity with AI: the tools you must build, the changes you must make, and the new standards you must set. If you’re...
Too Many TV Deals Threaten Sports Fanbase Collapse
The NFL's (and other leagues') current TV talks aren't just about maximizing rights fees. I've been thinking for years about how a sport's fanbase could crumble. Here's what a doom loop driven by bad media deals would look like... 1. Leagues need...
Evidence‑Driven AI Turned Slack Bot Into $450M Business
2022: Started as a Slack bot. 2026: Hit $450M ARR in 3.5 years. Here's Perplexity 's $20B+ growth story👇 Aravind Srinivas (ex-OpenAI) with Denis Yarats, Johnny Ho, and Andy Konwinski were frustrated by Google's endless list of links. Their vision:...
Deadline‑Driven Price Drop Often Alienates Sellers
Had a client recently propose the following structure: > If seller accepts my offer by this Friday, purchase price is $4.1 million > If seller accepts my offer after this Friday, purchase price is $3.9 million How do you think that would be...
Validate with Prepayments and Manual MVP for Instant ARR
I’ve built 3 companies with a combined ARR ot $35M. So here’s the plan if I had to start a SaaS or AI company from zero today: > 50 discovery calls before writing a single line of code > Not...
Bond Yields Mirror Mean‑Reverting Economic Surprise Indexes
Economic surprise indexes are mean reverting. Therefore, in an environment where bonds are unsupported by the central bank and thus reflect nominal growth, bond yields are also mean reverting. https://t.co/JvsmHTTqwP
X Launches Creator Product to Boost Brand Ad Spend
Scoop: X (as in, this platform) is making a major creator push, rolling out a new product meant to entice big brands to spend more on ads, and to funnel more cash to creators in the process.
Empowering Manufacturing Leaders with Focused Priority Management
I had the opportunity to facilitate a leadership development workshop for ACH Food Companies, Inc., supporting leaders in the manufacturing industry with practical strategies for managing competing priorities, improving focus, and leading effectively in fast-paced environments. Through Impactful Management & Leadership...
New Fed Chair Seeks Rate Cuts, Data Pushes Back
From the Wall Street Journal article, "The Economy Kevin Warsh Is Inheriting Is Not the One He Wanted: The next Fed chair wants lower rates. See the data that might make that impossible." #economy #markets #federalreserve #inflation @wsj
Knicks, Rangers Filing Split to Unlock $13.5B Value
The proposed business split of the Knicks & Rangers took its next step Monday with a Form 10 SEC filing. The goal is to unlock shareholder value for teams worth a combined $13.5 billion, per @Sportico's latest valuations. https://t.co/TzpyOgqWvw
Kevin Warsh Confirmed as Fed Chair; Markets Start Mixed
Mixed markets to kick off the very first week on a new Federal Reserve. Kevin Warsh is officially confirmed as the new Fed Chairman. His policies will shape markets for years to come.
India's Energy Dependence Drives Cost Surge Amid Tensions
Energy and Input Costs: India imports nearly 90% of its crude oil and LNG. Geopolitical tensions (specifically the US-Iran confrontation and the closure of the Strait of Hormuz) have sent energy prices soaring. This trickles down to everything from freight...
Fed Faces Stubborn Inflation Amid Iran Conflict
The Fed in hot seat The war in Iran is adding fuel to an already well-kindled fire. Inflation has persisted for five years, with its effects compounding over time. Those shifts create a hard backdrop for new supply shocks tied to...
Higher‑for‑Longer Rates Shatter Goldilocks Bond Outlook
Inflation came in hot, and the bond market officially lost its cool. 📈🔥 Yields spiked, rate cut bets got pushed back, and the "Goldilocks" narrative took a hit. Higher-for-longer is the new normal. BondMarket
Dominion‑NextEra Merger Would Top Utility Sales Rankings
Combining Dominion and NextEra would create a behemoth with the highest retail revenue and total volume of energy sales (MWh) from ratepayers among all utility conglomerates. It would trail Exelon in number of ratepayers. (Based only on electric utilities and...
BJ's Plagued by Hygiene Woes and Chaotic Leadership
I went to BJ's Restaurant last night with my kids. The bathroom was disgusting. The front of house was kind but sloppy and slow. The food upset my stomach and I woke up at 4am this morning because of it....
Visibility, Not Scaling, Is D2C Brands’ Biggest Challenge
Most D2C brands don’t have a scaling problem. They have a visibility problem. If your tracking is broken: • ROAS lies • CAC gets distorted • Winning ads get killed • Bad campaigns survive You can’t scale what you can’t measure.
YouTube Expands AI Search Features to TVs and Consoles
YouTube adds conversational search, like counts, chapters in descriptions, title cards and more to Smart TVs and Gaming Consoles https://t.co/zg7r09kPuY https://t.co/gRnNql2jm7
Start Small, Build Platforms, Then Acquire Luxury Giants
Imagine going from building a small and "boring" roll-up of timber companies to buying Gucci, Balenciaga and Yves Saint Laurent. True story. And the lesson in today's 5 Minutes in the Lower Middle Market is that the first business and acquisition...
Tim Duy Summarizes Current State of Kevin Warsh
From @TimDuy a great, succinct summary of where things stand at the Kevin Warsh era begins. https://t.co/9JB3vt7Mqe
AI‑Driven Content Strategies at ANGACOM Cologne
It’s first time @ANGA_COM in 📍Cologne for me, but 📆 schedule is busy, 🏟️ line-up looks good, and 🤝 many people are around. Let me know if you’re around at any one of the events below — or want to...
Women Doctors Burdened by Unpaid Inbox and Billing Tasks
Women physicians do not have a productivity problem. They have a billing problem and an inbox problem. In an equal-staffed family medicine practice, women physicians received 26 percent more messages from patients than their male colleagues. The staff sent women...
Health Tech Must Prove Value over Existing Solutions
Dear Health Tech startups: your product is the LAST resort for a health system to solve a problem. That’s why they won’t buy. Here’s what I mean… For years my investors would say to me: “@SeamlessMD has been so successful at reducing...
Britain Needs a Fresh Fiscal‑Monetary Blueprint, Not Silence
A new fiscal-monetary framework to renew Britain. This by Louise Haigh in @RenewalJournal pairs well with Chartbook 449 on the silence around the Bank of England: Voldemort on Threadneedle St. https://t.co/XN0sAzyeUS
AI Turns One Tool Into Full‑Scale Viral Content Agency
This is wild. Last month they let you generate AI influencers. Now they turned it into a full-blown viral content machine. > paste your website > Fastlane learns your product > generates endless TikToks/Reels/Shorts > clones viral formats automatically > schedules 30 days of content in seconds And...
Proprietary Data Becomes Your Ultimate Sales Moat
From Efficiency to Alpha: Why Your Proprietary Data is the New Sales Moat by @Timothy_Hughes https://t.co/oltKnEjdJz @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #ArtificialIntelligence #Technology #Innovation #Tech #TechNews
Clear LinkedIn Strategy Drives 500K Impressions
February is when I doubled down on LinkedIn, got *really clear* about what my content would look like/be about, and got a strategy in place for consistency. Coming up on half a mil impressions and more than 135K reached there. No...
Analysts' DCFs Rely on Guesswork, Not Valuation
Munger called it plainly: most analysts don't value a business. They pick a growth rate, plug it in, and let the spreadsheet do the lying for them. Terminal value is 80% of your DCF output. That's not a model. That's a guess...
Trump Clinches Historic China Deal on Rare Earths
Fact Sheet: President Donald J. Trump Secures Historic Deals with China, Delivering for American Workers, Farmers, and Industry China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and...
Publicis Acquires LiveRamp, Boosts AI/Data Play
Publicis to buy LiveRamp for $2.167B—accelerates AI/data co-creation; 29.8% premium and raised 2027–28 targets. Integration and regulatory risk. Trading insight: buy on pullback. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Basel III Overhaul Redefines Bank Capital, Stress Test Rules
OUT NOW - incredibly deep dive on the massive new changes for Basel III implementation: significant consequences for bank capital rules for Stress Tests, GSIB Surcharges, mortgage/corp loan risk-weights Apple 🔊https://t.co/u0VXsrSK15 Spotify 📽️https://t.co/ExMyPkPRcY https://t.co/KTZbO1LAUt
Rethink Juniors: From Data Entry to AI‑Driven Forecasting
I was in New York last week and for the first time I'm starting to hear senior investment professionals think seriously about the incremental utility of junior investment talent. Agents are solving process bottlenecks that heretofore required the efforts of...
Bond Market Sends Mixed Signals on the Economy
Thread starter: the bond market is telling two stories. Story 1 — 10Y yield at 4.59% says monetary policy is restrictive and term premium is back. Story 2 — HY credit OAS at 276 bps says default risk is muted...
Twitch Trials Rotating Leaderboards for Subs, Bits, Clips
Twitch is testing cycling through Gifted Sub, Bits, and Clip Views leaderboards above chat. I've sped it up in the video, but the actual time between scrolls is ~40 seconds.
Concentrated Chinese Manufacturing: Efficient yet Risky, Partners Must Manage Trade
Good piece "It’s no longer controversial to say that while having so much manufacturing concentrated in one place might be efficient, it is also dangerous" China's trading partners are increasingly concluding that their trade with China needs to be managed --
CFOs Say Yes To Seven Proven Value Drivers
I've spent years interviewing CFOs at companies ranging from $100M to several billion in revenue. Every conversation eventually leads to the same question: what actually gets you to say yes? The answers consistently land in seven categories. Cost reduction. Productivity improvement with a...
Tight Treasury Yields and Credit Spreads Signal Imminent Break
Here's the contradiction nobody's discussing — 10-year Treasury yields sit at 4.59%, above the long-term average of 4.25%. That signals tight monetary policy or term premium expansion. At the same time high-yield credit spreads are at 276 basis points, near...