Social•Mar 7, 2026
CIO Hides Risks, Board Demands Change Amid Cyber‑AI Pressures
A board was deeply concerned about cybersecurity, AI opportunities, and SAP maintenance deadlines. To mitigate these risks, a significant change was deemed necessary. However, the CIO failed to present the full scope of risks and alternatives. #Cybersecurity #AI #BusinessStrategy https://t.co/P9A0Dxq8YK
By Eric Kimberling
Social•Mar 7, 2026
US Waives Penalty Tariffs, India Keeps Strategic Ambiguity
#IndiaWatch🇮🇳: The US reverses course. First, the US placed 25% “penalty tariffs” on India for buying Russian crude. Now, the US has granted a 30-day waiver that will allow India to buy Russian oil. MODI’S STRATEGIC AMBIGUITY REIGNS SUPREME. https://t.co/zWsRpg2QtK
By Steve Hanke
Social•Mar 7, 2026
Strait of Hormuz Closure Threat Triggers S&P Futures Drop
If Citrini publishes a substack post this weekend about an extended Strait of Hormuz closure scenario S&P futures are going to open Sunday night limit down huh
By Conor Sen
Social•Mar 7, 2026
Third Inflation Shock May Reset Economic Normal
New at THE OVERSHOOT: If You Thought the Inflation Outlook Was Bad Before... https://t.co/EpRm2cRwzB The big question is whether the latest "shock", which by my count is at least the 3rd in the past 6 years, is enough to recalibrate beliefs about what's...
By Matthew C. Klein
Social•Mar 7, 2026
NVDA Bonus Linked to FY27 Revenue, Buy on Pullbacks
Nvidia ties CEO Huang’s $4M bonus to FY2027 revenue milestones. Macro: AI-driven revenue surge. Key factors: record FY26 sales, China export limits, TSMC shift to Vera Rubin. Risk: geopolitical export curbs. Trading insight: accumulate NVDA on meaningful pullbacks. — Viktor...
By Viktor Kopylov, PhD, CFA
Social•Mar 7, 2026
Grant-Funded Pilots Die without Upfront Purchase Commitment
A health system once celebrated our Health Tech partnership’s amazing results, and then walked away - all because of the most dangerous word in innovation: “grant-funded.” I've watched more grant-funded pilots quietly die than I care to count. The problem? A...
By Joshua Liu, MD
Social•Mar 7, 2026
VIX Spikes Often Precede Stock Rebounds—Still Just Probabilities
The $VIX increased 48% this week, the 21st biggest weekly spike ever. What has happened in the past following the biggest $VIX spikes? Stocks have tended to bounce back with above-average forward returns. Does this always happen? No. There are no certainties in markets,...
By Charlie Bilello
Social•Mar 7, 2026
Half the CAC, Double the Market Share
Two identical companies. One difference: Your CAC = $1 My CAC = $2 We both spend $2 on marketing. You acquire 2 customers. I acquire 1. Over time, you dominate the market. CAC isn’t just a metric. It’s a strategic advantage. #CAC #CustomerAcquisition #BusinessStrategy #GrowthStrategy #Marketing
By Kaihan Krippendorff
Social•Mar 7, 2026
Withdrawal Freeze Signals Deep Liquidity Crisis at BlackRock
Thought? BlackRock investors rushed to pull their money out and withdrawals were suddenly locked. Halting withdrawals typically signals serious liquidity problems and can trigger panic in the financial system.
By Tall Guy Tycoon
Social•Mar 7, 2026
China’s Modest Target Risks Stalling Demand Revival
The Economist: “China’s new target is too low. Judging by the country’s recent record, it will set a ceiling on the government’s efforts to revive demand, perpetuating the economy’s biggest problems.” https://t.co/r2SPU7niNb
By Jonathan Cheng
Social•Mar 7, 2026
Ellison Doubts Shell, Predicts His Exit Post‑merger
NEW @PuckNews: David Ellison has lost faith in Jeff Shell and sources believe he is unlikely to survive at Paramount past its merger with Warner Bros. Discovery. https://t.co/fSCgcW4ews
By Dylan Byers
Social•Mar 6, 2026
Putin Benefits as Russia Aids Iran, US Relaxes Sanctions
russia providing iran with targeting assistance against the us military. us reducing sanctions on russian oil export. quite the both/and for putin.
By Ian Bremmer
Social•Mar 6, 2026
WTI Jumps 36%, Second Biggest Weekly Rise in 40 Years
WTI Crude Oil prices spiked 36% this week to $91/barrel. This was the 2nd biggest weekly increase in the last 40 years, trailing only the 2020 Covid rebound after Crude Oil prices crashed to $15/barrel. Roughly 20% of global oil supply passes...
By Charlie Bilello
Social•Mar 6, 2026
Future-Proof Cloud Costs: Strategies for a Volatile Decade
Cloud cost management strategies for upcoming volatile decade. < My comments within... https://t.co/Zpgqt1oMun #CIO #CostManagement #TBM #FinOps #Cloud
By Tim Crawford
Social•Mar 6, 2026
New SaaS Founders: How Many Paying Users Now?
Founders who just launched their SaaS product, how many paying users do u currently have?
By Omozara
Social•Mar 6, 2026
S&P 500 Faces Frequent 1%+ Drops Ahead
The S&P 500 fell 1.3% today, its 5th daily decline so far this year with a loss above 1%. Expect to see many more of these days in the coming weeks/months - the average year since 1928 has 29...
By Charlie Bilello
Social•Mar 6, 2026
Tim Pernetti Emerges NFLPA Executive Director Finalist
Tim Pernetti, American Conference commissioner just talked at the White House college round table, he is reportedly one of three finalists for NFLPA executive director job that should have a winner shortly
By Daniel Kaplan
Social•Mar 6, 2026
Hiring Expert DM Sales Closer for High‑Ticket Agency Coaching
I’m hiring. Right now I spend a lot of time selling for my Make More Money program. I’m pretty good at it, but it’s not where I do my best work. My best work is teaching, coaching, and sharing what I know...
By Dan Mall
Social•Mar 6, 2026
Leaders Reflect: Develop Teams, Remove Barriers, Recognize, Recharge
As we end the work week, a couple of questions for the leaders on the timeline. This week: 1) What actions did you take to develop your team members/staff? 2) What obstacle(s) did you seek to move out of your teams’ path? 3)...
By Julia Rock
Social•Mar 6, 2026
High Cancellation Rates OK Only With Supporting Business Model
Any metric can be out of whack if the rest of the business model supports it. For example Shopify is objectively a phenomenal business, but their cancellation rate is 7%/mo. That's fatally high… normally. But they have such great NRR for...
By Jason Cohen
Social•Mar 6, 2026
Inflation Measurement Flaws Favor Trump over Biden
There are measurement issues, and they go both ways. But what is really important for this lying hunk of shit is that whatever problems raise the measured rate of inflation now were also there UNDER Biden. Which means Trump got...
By Dean Baker
Social•Mar 6, 2026
When SEO Webinars Turn Into Weekend Exit Signals
Someone just sent me a high-profile webinar about “SEO vs AEO” where the AEO part apparently focused on “adding FAQ schema to product pages” Ok. That’s my sign that it’s officially time to log off for the weekend 👋🏽👋🏽👋🏽 https://t.co/zWCUoVLqIw
By Lily Ray
Social•Mar 6, 2026
Your Desktop Chaos Mirrors a Disorganized Notion
Every time someone shares their screen on a Zoom meeting and they have a messy desktop... 99.9% of the time, their Notion workspace is equally f*cked up too. Because environment reflects structure. Fix it with: - Clean files - Clear folder logic - Single source of...
By Pascio
Social•Mar 6, 2026
Mortgage Spreads Curb Rates Amid Iran War Concerns
Mortgage spreads continue to keep mortgage rates in check as Iran war sp... https://t.co/iBMRx6aFsB via @YouTube
By Logan Mohtashami
Social•Mar 6, 2026
Mercedes Settles NLRB Case, Pledges No Mexico Move
Scoop: Mercedes has settled NLRB case over alleged union-busting in the lead-up to 2024 vote in Alabama. Mercedes will make promises including not threatening to move to Mexico. NLRB general counsel office approved settlement despite objections of the UAW https://t.co/UsuAcusVzW
By Josh Eidelson
Social•Mar 6, 2026
Oil Ripping Signals Imminent End of Cycle
It gets harder to do this when oil starts ripping. Has historically been a “the cycle is close to being over” signal
By Citrini7 (pseudonymous)
Social•Mar 6, 2026
Bolivia's Inflation Soars to 19.6%, Dollarization Needed
Bolivia's inflation remains out of control at 19.56%/yr. That is nearly 4x its August 2024 rate of 5.2%/yr. To kill inflation, Bolivia must dollarize. https://t.co/oK5i4Lims6
By Steve Hanke
Social•Mar 6, 2026
2025 Labor Supply Drops Amid Immigration Crackdown
Supply of Labor Fell in 2025 on Immigration Crackdown: Massive Change in Labor Market Dynamics that Explains a Lot. The annual adjustments of the labor force to the new population estimates are in, and they’re revealing https://t.co/MX3qqP698c https://t.co/slvC9NEfqW
By Wolf Richter
Social•Mar 6, 2026
Millennium Poaches Four Citadel Stock Pickers Amid Talent War
Millennium Management hired four stock pickers from rival Citadel as the multistrategy hedge fund giants battle over talent to help manage their soaring assets https://t.co/4zMddskNrm
By Nishant Kumar
Social•Mar 6, 2026
All‑Sector Slump Hits Jobs, Oil, Credit, AI
So in the same day we got negative data points/price action on: -jobs -oil -private credit -AI capex intentions
By Conor Sen
Social•Mar 6, 2026
AI Assistant Cuts Founder Admin to Zero
If you run a business, you need to see this 👀 @HeyNoahAI is a new assistant built strictly for Founders and Execs, designed to slash your admin and coordination time to absolute zero 📉 Mark your calendars for March 10th, 2026. Grab your...
By Data Chaz
Social•Mar 6, 2026
Revamp Sales Hiring: Success Starts Before Interviews
If your sales team is underperforming, look at your hiring process. Alice Heiman and I break down why the old sales hiring playbook is broken — and what it really takes to build a high-performing team today. It starts before the first...
By Mark Hunter
Social•Mar 6, 2026
Trump's Disapproval Soars on Cost of Living, Tariffs
In the latest Fox News poll TRUMP IS TANKING. His disapproval rating on the cost of living is 67% and 63% disapprove of his tariff policies. THE TARIFF MAN = IN THE TANK. https://t.co/cPG2lx1syb
By Steve Hanke
Social•Mar 6, 2026
Legacy Brand Stories Go Digital with Perfion PIM
We transition 50-year-old brand stories from paper catalogs to digital channels. Boyum's Perfion PIM maintains heritage as our single source of truth. Manage brand data with accuracy across all platforms. https://t.co/ZsEwnG4p2n https://t.co/jDz62lUBNZ
By David Strausser
Social•Mar 6, 2026
U.S. Airlines Skip Fuel Hedging, Margins Threatened by Iran Conflict
US airlines no longer hedge fuel costs. That could hurt margins if Iran conflict lingers - https://t.co/LvmzI2bxEL
By Jamie Freed
Social•Mar 6, 2026
AI Empowers Solo Entrepreneurs to Build End‑to‑End Businesses
We are seeing the rise of the full stack entrepreneur. AI is expanding the scope of what an individual entrepreneur can do. She can have the idea. She can test it using a virtual customer panel constructed with LLMs. She...
By Dharmesh Shah
Social•Mar 6, 2026
Fed Faces Dual Threat: Rising Inflation and Unemployment
The Fed’s biggest fear has always been having to choose between fighting inflation and protecting jobs. Friday’s employment report brought that dilemma a step closer. “Let’s not overreact to one month’s numbers, but an environment in which inflation is rising and...
By Nick Timiraos
Social•Mar 6, 2026
Improvised Bricks Become a Masterpiece of Architecture
You like to think you're stacking bricks, but more often you're collecting bricks. You expect to have a plan of where the next brick goes, but just make the brick then figure out where it goes. It will actually make...
By David Kadavy
Social•Mar 6, 2026
CIOs and CHROs Must Co‑lead AI Literacy for Scale
RT AI democratization is a change management problem. CIOs must partner with CHROs on AI literacy, "vibe then verify" cultures, and on-the-job learning that turns pilots into scaled outcomes. #ChangeManagement #AI #CHRO #CIO #AIDemocratization @Star_CIO https://t.co/8OLLAWNSNL
By Isaac Sacolick
Social•Mar 6, 2026
Indonesia Halts Board of Peace Talks, Calls End Iran War
Indonesia, the world's largest Muslim nation, with a Muslim population of over 240 million, has suspended all discussions on the proposed Board of Peace. Leading Indonesian Muslim groups have called for an exit from the Board and an end to the...
By Steve Hanke
Social•Mar 6, 2026
Great AI Won’t Save Poor Customer Journeys
Today's reminder that, even in the age of AI, marketing still matters. In my exuberance over the launch of ChatGPT 5.4 yesterday, I hit a usage limit. But instead of using this as an upsell opportunity, I got the below...
By Matt Heinz
Social•Mar 6, 2026
Back‑end Oil Futures Boost Equities Despite Physical Short Squeeze
Andy makes a great point here around potential L/S positioning in the oil and gas space. I think chasing the physical commodities up a tree here is dangerous but I still really like oil and nat gas equities for two...
By Quinn Thompson
Social•Mar 6, 2026
Clear Outcome Storytelling Secures Leadership Opportunities
When roles are at risk, the leaders who can clearly tell their outcome story win the next opportunity. #DigitalTransformation https://t.co/O0K0QkTUyt
By Isaac Sacolick
Social•Mar 6, 2026
Job Data Flips: Expected Gains Turn Into Losses
if you expected a gain of 55K jobs and the economy instead lost 92K and you thought two months ago the economy gained 48K jobs, but it turns out it lost 17K i mean what are we even doing here
By Jeff Park
Social•Mar 6, 2026
Iran War's Ripple Effect on Economy and Markets
Great to have @Seawolfcap back for this week's "FND" on our WAWD @Substack. We discuss the impact of the war in Iran on the economy & markets & share some thoughts on $CVNA $AXP $APO #GOLD #ENERGY $RVI #privatecredit #AI...
By Danny Moses
Social•Mar 6, 2026
Gas Prices Rise 27 Cents, War Hits Wallet
Since last week, average US gasoline prices are up 27 cents to $3.25 per gallon. WAR = COSTS AMERICANS AN ARM AND A LEG. https://t.co/2wqMMXwNZP
By Steve Hanke
Social•Mar 6, 2026
Asian Unemployment Surpasses Overall Rate in February
Outside of a handful of months in 2020 the Asian unemployment rate has been below the overall unemployment rate for the entirety of the last 20 years, but it popped above in February: https://t.co/i10DDosA0u
By Conor Sen
Social•Mar 6, 2026
China Funds 168 Ports, Reshaping Global Trade
China providing money to 168 ports in 90 countries. Add the very large Chinese Cosco shipping firm. China and control of global trade and international logistics. The silent trade war.
By Tom Craig
Social•Mar 6, 2026
Weekend Risk Fears May Trigger Volatility Crush, Buying GDX, SLV
I think this should be getting more attention. Everything is about the rate of change. While I don't think this war 'goes away' soon, I wonder if today's sell off is people afraid of holding risk into a weekend due...
By Quinn Thompson
Social•Mar 6, 2026
AI and Data Personalize Hospitality, Boosting Loyalty and Profits
Data, AI, and loyalty are converging to create truly individualized restaurant and hospitality guest experiences that drive measurable business impact. https://t.co/Z6AVdpOTbF https://t.co/6wO8l57slU
By Chad S. White