SARB’s Short
𝗪𝗮𝗿, 𝗢𝗶𝗹, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗠𝗶𝗴𝗵𝘁𝘆 𝗥𝗮𝗻𝗱 🇿🇦 The South African Reserve Bank (SARB) just mapped out two possible futures for South Africa's economy. 𝗦𝗰𝗲𝗻𝗮𝗿𝗶𝗼 𝟭: 𝗧𝗵𝗲 𝗦𝗵𝗼𝗿𝘁 𝗦𝗵𝗼𝗰𝗸 If the conflict ends within 2 months, oil averages just under $100/barrel, and the Rand stays 5% weaker against the dollar. Then, inflation rises above 4%, the SARB hikes rates once in 2026, and we're back to the 3% inflation target by 2027.
Read Reddit, Build Content, Stop Guessing
Your buyers are on r/marketing, r/entrepreneur, r/startups and a dozen niche subreddits describing their exact problems in their exact words. That is better than any focus group you will ever pay for. Go read it. Then build content around what you find. Invest...
AI‑Driven Benefits Platform Raises $30M to Transform HR
Origin Secures $30 Million Series A+ to Scale AI‑Powered Global Benefits Platform Origin’s financing highlights a growing consensus that AI can unlock efficiency in traditionally manual HR functions. By centralising disparate benefits data, the platform not only cuts costs but also...
Venezuela's Oil Output Limited to 300k Bpd by 2026
My view in the @EpochTimes on Pres. Trump's move on Venezuelan oil: “VEN remains a wild card... its output gains will likely be modest [in 2026], ~300,000 barrels/day, due to deep structural damage in the soft & hard infrastructure of VEN’s...
SpaceX IPO Could Outraise All U.S. IPOs 2023‑24
If SpaceX raises $75 billion in its IPO, that would be more than all U.S. IPOs raised in 2023 and 2024 combined.
Job Postings Come After, Not Before, Your Search
The Job Posting Is Often the Last Step — Not the First. https://t.co/8r2IEt8qUW #JobSearch #JobHunt #JobHunting #Career #Careers https://t.co/UaVR5YgZHq
Questioning Whether Full Vote Would Change Legal Opposition
What would slow-track approval look like? Are you suggesting that a full commission vote would’ve altered your legal opposition to the transaction? Doesn’t seem like that’s the place you would’ve landed.
10‑Year
10-year yield was sub 4% at the start of the war. Now it's over 4.4%. Worst month for $TLT since December 2024 https://t.co/OmX97S6MQ1
Don't Let Small Deals Block Your Big Dreams
Enterprise sellers: Never let the types of deals you're closing today stop you from closing the types of deals you dream of closing. Good is the enemy of great: $50k deals are the enemy of $500k deals.
Accelerate Deals with Timing, Extra Value, and Urgency
Founders: The deal acceleration playbook: 1. Find end of quarter/year pressure 2. Identify budget flush opportunities 3. Offer 14 months for 12 price 4. Add bonus implementation support 5. Create urgency with pricing changes Speed > discount.
Finance Ops Drives 45% AI Agent Market Surge
the ai agents market grew from $8.29 billion in 2025 to $12.06 billion in 2026. that's 45.5% year over year. and finance operations is the number one entry point. 33% of enterprise leaders are piloting agentic ai in finance ops first, ahead...
Board's $400M Buyback Matches Six Years' Spend in 90 Days
From "Trying To Be Realistic" (03/09/26): "The Board approved a $400 million repurchase authorization in October 2025, which was completed in three months. The value of repurchase spend over this 90-day period was equal to the total over the previous...
Only 130 Ships Crossed Hormuz, All Bound for Asia
Just 130 ships have transited the Strait of Hormuz since the war began—barely a day’s worth of traffic under normal conditions. Nearly all have sailed for Asia, with none heading to Europe or the United States. H/T @_MartinKelly_
Treasury Claims Ample Oil, IEA Taps Strategic Reserves
“The oil market is well-supplied” — US Treasury Secretary Scott Bessent. (… that’s quite a statement after the International Energy Agency had to make the largest ever use of his member’s strategic petroleum reserves…)
Japan's Oil Dependence Triggers Treasury Sales, Yield Spike
Japan imports 94% of its crude from the Middle East. 70% moves through the Strait of Hormuz. When oil spikes, Japan sells Treasuries to defend the yen. When Japan sells Treasuries, yields spike. When yields spike, everything breaks. Watch USD/JPY. $TLT $SPY https://t.co/8Vd43Ls5lB
Twitter Leverages AI for Real‑Time SEO, Threads Lags
The difference between Twitter and Threads right now: Threads: AI can’t do SEO research for you it doesn’t have access to real time data. Twitter: I just hooked up Claude to SEMrush MCP and setup 5 skills to handle all my...
Pernod Ricard Mulls Buying Jack Daniel’s Owner Amid Downturn
Bloomberg: "Pernod Ricard is exploring a potential acquisition of Brown-Forman, the owner of Jack Daniel’s whiskey, as alcoholic drink companies look at ways to consolidate amid an industry downturn, people familiar with the matter said. They have held some initial...
Iran War's End May Trigger Prolonged Global Shock
The Iran War could end today and the shock would still unfold. The only questions are how big and for how long the shock will last.
Today's Middle East Turmoil Echoes 1990 Gulf War Recession
Why the current set-up reminds @LizAnnSonders of 1990 (Gulf War + recession): - conflict in Middle East & spike in oil prices - economic & market dislocations - concerns about credit linked to Private Equity Apple🔊https://t.co/2dDJ3eD1p7 Spotify📽️https://t.co/gSpDwqSJC9 https://t.co/hNb5bSJvUv
AI Shifts Pricing: Move From Seats to Usage
Seat based pricing breaks when AI agents do more of the work than humans. CIOs should be pushing vendors toward outcome and usage models. #FinOps #CIO https://t.co/QCJX9x5Zwh
HR Must Evolve Amid Accelerating Workforce Intensification
Workforce Transformation in the Age of Intensification @degreed https://t.co/cVaVY7zhCS #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Questioning Borrowing for Savings Amid Limited Federal Revenues
Why would we borrow *more* to build a savings fund? Unless we're going to get our fiscal house in order and fund gov't spending differently, I don't understand the rationale here. Further, federal resource revenues are small. The vast majority...
Private Credit Risks Overstated, Swedroe Says Crisis Unlikely
There has been a lot of talk about the risks of private credit. On our latest @excessreturnpod, @larryswedroe joins us to break down what’s real, what’s misunderstood, and why the talk of a crisis may be overblown. https://t.co/2YaxfJoTXx https://t.co/sJIN95N8lD
Weedmaps Founders Claim Windfall Bypasses Ad Giants
And Weedmaps’ opportunistic co-founders want you to believe this windfall won’t accrue to scaled advertising marketplace leaders.
Fink Admits NAV Is Bogus, Cites Fiduciary Conflict
Larry Fink: “If I allowed more people to redeem, I’m not a fiduciary to those who are staying in”. It’s an admission that the reported NAV is bogus.
Orchestrate Wins Instead of Simply Assigning Leads
Stop Assigning Leads and Start Orchestrating Wins by @Timothy_Hughes https://t.co/EPkP2rwW2G @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Marketing #Leadership #MarketingStrategy #MarketingSuccess https://t.co/3FdBdmcHOp
Automate Your Inbox, Gain a Day per Hour
When I'm not working, I'm building. And I'm an inbox zero, so I built a system where Claude checks my inbox every 5 minutes and pings me on Slack with what isn't worth my attention and should be archived. Every hour I...
Inflation Re‑accelerates; Fed Likely to Raise Rates Again
CPI in February: 2.4%. Cleveland Fed CPI forecast for March: 3.02%. PCE tracking toward 3.14%. Inflation isn't cooling. Inflation is re-accelerating. The Fed hiked into this once. They'll do it again. $TLT $SPY $QQQ https://t.co/2TPM7EbXp5
Record Gross Sales, Log Fees as Separate Expense
If you’re using Stripe or Square, this is a CFO conversation. You make a $100 sale. $97 hits your bank. What’s hitting your P&L as revenue? If it’s $97, your reporting is off. Revenue is recorded gross. Fees are recorded separately as an expense. That $3 is...
Align Your Marketing System with Ideal Clients for Automatic Results
When your marketing system is built around your ideal client, everything changes. Your messaging lands. Your offers convert. Your content attracts the right person without you having to shout louder. Alignment is not a feeling. It is a system. And when you build it...
Banks Must Measure AI Impact, Not Training Completion
Redesign Work, Realize AI: How Banks Must Measure and Reorganize to Turn AI from Experiments into Durable ROI Stop measuring training completions. Start measuring: cycle time, cost-to-serve, throughput, risk outcomes. Three-dimension framework: capability adoption (role-specific literacy, agent management) + workflow transformation...
GLNG Eyes Sale After Strategic Alternatives Announcement
$GLNG finally started moving in recent days Yesterday, the company announced it is exploring strategic alternatives. A potential sale is on the table. This could get interesting over the next few months. Read @LuisVSanchez777’s pitch from Sep '25 for more details.
Stretch Opportunities Often Mask Unfair Workload Overload
You're in your weekly 1:1. You're already stretched thin covering for the senior manager who abruptly quit last month. Your director slides their entire remaining project portfolio onto your plate and calls it a "stretch opportunity." Director: "I need you to...
2‑Year Yield Surpasses Fed Funds, Signals No Cuts
The 2-year Treasury yield (blue) is now > the Federal Funds Effective Rate (red) and CPI (green). If you believe the 2-Year leads the FFER, there's less likelihood of a rate cut anytime soon. https://t.co/73ZCycQNlj
Redesign Workflows, Not Just Add AI Features
The point about software moving from systems that manage work to systems that actually do work is the real headline here. Product teams that fail to redesign workflows (not just add #AI features) will likely miss the biggest opportunity. #Innovation...
Organizations Bear Responsibility for Hiring Unqualified Leaders
“When managers/executives get the leadership thing terribly wrong, the organization that put them in the role without ensuring their bandwidth and proficiency is as much at fault as the managers themselves—if not more so.” 🔗 https://t.co/gNw3MlEKqF #leadership #management #HR https://t.co/spRiN27VqG
US Stock Market Among Least Concentrated Globally
You think the S&P 500 Index is too concentrated? Try going to another country for a while. The US is one of the *least* concentrated markets. Here's countries ranked by the % of market made up by top 10 biggest...
Gas Prices Surge 32%, Hitting Stretched Consumers
Gas was $2.93/gallon a month ago. It's $3.88 now. That's a 32% jump. The consumer was already stretched. Now they're paying it at the pump. Inflation isn't just a Fed problem. It's a kitchen table problem. $SPY $XLE https://t.co/eyD0h4taV8
Kazakhstan’s View of China Hardens After Ukraine War
Kazakhstan–China Relations: Perceptions of China After the 2022 Russian Invasion of Ukraine - Gaziza Shakhanova, 2026 https://t.co/lD5RrER3uG
First $40 MRR Achieved, 3K Leads Ready
I have been really busy building SAAS and finally seeing some traction. I was not posting much but here I am 39.99 MRR not bad so far. I will update as we go, I have 3000 leads and trying to...
Women Now Less Eager for Promotion than Men
"For the first time, women are less interested in being promoted than men, according to the Women in the Workplace December 2025 report"
Prolonged Shock Turns Temporary Crisis Into Lasting Economic Damage
"If this lasts longer than the four to five weeks that the president promised... this could do real and lasting damage." That's the whole game: duration turns a shock into an economic problem. https://t.co/dmeAL0v5ib
Build for Outcomes, Not Every Customer Request
"The customer is not always right when it comes to guiding your product development." $10M ARR bootstrapped. Never built what customers asked for verbatim. Built for the outcomes they actually needed. https://t.co/ubYZfSUe3L
Start with the Goal, Not Old Habits
Companies often fail by not defining their end goal first. Sticking to old habits instead of asking 'what should we be doing?' leads to implementing bad practices in new systems. #BusinessProcess #DigitalTransformation https://t.co/8CYmA1DLBL
From $3.5B Hedge Fund to Wellness Venture
This ex-colleague of Stan Druckenmiller once ran a $3.5B hedge fund. Then he pivoted to running a consumer wellness company.
Turkey Likely Used Gold Swap to Fund Lira Defense
Lots of hints that Turkey has done a gold swap to raise FX to fund the central bank's intervention to defend the lira. It didn't show up in the CBRT's reserve disclosure for March 19th (reporting is lagged a week). ...
Lack of Internship Guidance Widens Poverty Pay Gap
A lot of this comes down to poorer kids just not knowing what to do. I didn't know that I had to apply for an internship in the WINTER of my sophomore year to get a sophomore summer internship to...
Legal AI Harvey Hits $11B After Cold‑email Breakthrough
Legal AI startup Harvey just reached an $11B valuation. On The Upstarts Podcast, CEO Winston Weinberg shares how a cold email to Sam Altman helped launch its journey, and why he believes lawyers are a surprise power user of AI tools. Plus,...
Systems, Persistence, Execution: The Blueprint Behind McDonald’s
Ray Kroc didn’t just build restaurants. He built a system. * Persistence beats talent * Systems scale businesses * Execution wins long term Lessons from McDonald’s growth: https://michaelwmchugh.com/ray-krocs-mcdonalds-success/