Krugman Explains Economic Impact of Iran Oil Embargo
If you're interested in what an Iran oil embargo means, how it would work, how it would be enforced, how high oil prices might rise as a result, what would happen to Iran's economy, I discussed all this with @paulkrugman in this podcast from last week... https://t.co/q2xmlFYMku https://t.co/9tLVJnGj9p
Yen Carry‑Trade Stress Triggers Kospi Slide, Global Ripple
Kospi just dropped 3%+. South Korea doesn't move 3% for no reason. Yen carry trade stress. Japan buying yen. Selling Treasuries to do it. Asian contagion doesn't stay in Asia. Watch $EEM. Watch $FXI. $VIX $SPY https://t.co/M3BpoEWXWm
AI Transformation Accelerating Faster than Most Expect
It was a privilege sitting down with @servicenow's Chief People & AI Enablement Officer, Jacqui Canney, at Transform Monday. She shared real examples of what AI transformation and enablement look like at scale. My biggest takeaway from this and other...
Own the Job, Earn Double the Tips
The restaurant I worked at had two types of servers: Type 1: Showed up, did the job, went home Type 2: Treated it like they owned the place Type 2 made 2x more in tips... Same restaurant. Same customers. Different energy. Ownership is a mindset...
AI “Efficiency” Excuses Mask Minimal Real Job Cuts
Callum Borchers, WSJ: "'It’s a wonderful way of looking like a genius when job cuts are something you might have to do for other operational reasons,” Peter Bell says. “It’s great smoke cover if you just need to goose your...
Slow, Sustainable AI Adoption Beats Speedy Disruption
New CEPR research: moving too fast on AI creates permanent economic damage. Not temporary disruption. Permanent. The companies winning aren't moving the fastest. They're moving at the speed their people can absorb. Budget for the transition, not just the tool.
Iran-Driven Reversals Signal Growing Pressure in Tight Range
We’re now on the fourth or fifth Iran-driven market reversal this week. Mon: rally on ceasefire talk Tue: selloff after denial Wed: rally on U.S. peace plan Thu: selloff as Iran pushed back Hard to keep up, but put simply, pressure is building inside a...
Boston FP&A Managers Wanted for Top Tech CFO Projects
🚨 Attention Boston network Mostly Talent is working on retained searches for BOSTON based FP&A Managers / Senior Managers These are roles where you get to collaborate directly with top tech CFOs and shape the direction of the org. Passively...
Edge Computing Returns Data Control to Its Source
Implementing Edge Computing shifts technical control from distant clouds back to the jurisdictional origin of the data. Localized architecture simplifies compliance since distributed intelligence enables fast action without risking exposure in transit. Microblog @antgrasso https://t.co/wiyi1BXs1i
OECD Predicts US Inflation Hitting 4.2% Amid Tight Labor Market
"For the US, the OECD expects inflation to jump to 4.2% this year... Its price outlook for this year is 1.2 percentage point higher than in December, also because the labor market remains tight with slowing net migration and tariffs...
AI Boom Fuels China's Record‑breaking Trade Despite Oil Shock
An investment boom in AI has kept China’s trade volumes on a path to exceed last year’s record levels, offsetting disruptions from higher oil prices in the weeks after war broke out in Iran https://t.co/L3nAViEgYs
Oil Prices Near $100 Amid Overoptimistic Peace Hopes
Brent crude nearing $100. Citi's CIO says markets show "excessive optimism" on peace. Iran rejected the latest US proposal. 20% of global oil flows through the Strait of Hormuz. "Excessive optimism" is a polite way of saying: priced wrong. $OIL $XLE $SPY https://t.co/9YTglnhd8a
Set Objective First, Then Tailor Bad
Before you brief the C-suite on bad news, define your objective: inform, ask for help, or seek a decision - then tailor every word to that outcome. #ITSM #ITLeadership https://t.co/a4Q8PTsrKE
5‑7‑Year Treasurys Historically Yielded 6‑6.5%
Back in the day, on average, you could get 6-6.5% on 5-7yr Treasurys @soberlook https://t.co/EGLX7QmA3x https://t.co/rb6v4PeHGs
New AI Digital Sales Benchmark—See How Your Team Measures Up
The new AI digital sales benchmark, how does your sales team compare? by @Timothy_Hughes https://t.co/g7iROwk9n0 @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #MarketingSuccess #MarketingStrategy https://t.co/NxoQzwemAh
Meta’s New Ad Checkout Isn’t True Agentic Commerce
Meta partners with Stripe for in-ad shopping If Instant Checkout didn’t represent agentic commerce, using that term to describe Meta’s new ‘purchase-from-an-ad’ experience is simply absurd. An agent plays no role in this transaction: a user sees an ad and clicks...
Teaser Demos on First Call Spark Discovery Conversations
"Don't show the product on the first call" is a LIE. Sometimes a teaser demo OPENS discovery. Show just enough to get their mind spinning. Not too much. Not too little. Use it to spark questions and conversation. Discovery and demos can be happily married...
Ageism Resurges: Boomers Face Growing Online Vilification
I've been saying for years we will see a rise in ageism and I think it's finally started. Just read the comments.
AI Tools Won’t Boost ROI Without Process Overhaul
RT Inside IT, many teams are still running pre-AI agile and DevOps playbooks while sprinkling in copilots and vibe coding. That mismatch will quietly cap your AI ROI until you redesign roles, rituals, and pipelines. #AI #Agile #DevOps @Star_CIO https://t.co/rZYa7HdIa8
DataCore Reinvents Data Sovereignty and Security
The #Edge of Resilience: How @DataCore is Redefining Data #Sovereignty and #Security in the Distributed Era https://t.co/VcNT9l9r0h
Just 28% Say It’s a Good Time to Job Hunt
Gallup: Only 28% of US employees now say it is a good time to find a quality job. @soberlook https://t.co/EGLX7QmA3x https://t.co/u0BrFnPngN
Import Prices Surge 2.8%, Tariff Burden Shifts to US
"Compared with February 2025, the import price index excluding petroleum climbed 2.8% — the most since October 2022 and suggesting the tariff burden is falling primarily on US importers." (The index here does not include tariffs.) https://t.co/BThM0jjJxj https://t.co/QmsfwHVOLd
Trump Appears Confused About Whether to Raise or Lower Prices
Old man Trump can't remember whether he was supposed to bring prices down or up https://t.co/1NEJ3Ji5fF
One in Five Tax Dollars Go to Debt Service
"For every five dollars the government receives in tax revenue, one dollar is spent on servicing the national debt" https://t.co/GZLf2MrQBV https://t.co/2mBzfPVgm2
Five Forces Shaping Our Present and Future Risks
There are five major forces that together, operate in a big cycle: - Financial force – money, debts, markets, economy - Domestic political force – internal order and disorder, wealth gaps, and conflict between the left and the right - International world order...
Smart YC Startups Suffer From Low Trust Signals
Why do so many smart startups still sound harder to trust than they should? I ran SocialBrilliance across 42 @ycombinator backed startups. Average signal score: 5.4/10. Signal score = how strong your company looks from the outside: clarity, trust, differentiation, actionability, overall signal strength. Not...
Private Markets Igniting: Misconceptions Mask Looming Liquidity Risk
Lloyd Blankfein to Bloomberg about "fire" risk in private markets: "At some point there needs to be a forcing function or a reckoning that causes you to come to grips with what your balance sheet really is worth...The analogy I...
Bank Credit Surges 15% Amid Global Crisis, Recovery Expected
Bank credit growth seems to be back big time, with 15% growth at the end of Feb. While we have a global crisis on, the indicators earlier did see good signs. It could suck for a few months, but I...
AI‑heavy Sectors See Slower Wage Growth
DB: Sectors with higher AI adoption have shown a more significant deceleration in wage growth. @soberlook https://t.co/EGLX7QmA3x https://t.co/a0GkxtUZTB
US Export Sales Beat Forecast; Mexico Leads Corn, Soy
🇺🇸U.S. export sales met or exceeded expectations last week. Mexico and Colombia led in corn sales, and Germany and Mexico were the leaders in soybeans for new outright sales (China topped net sales, and those were due to a switch...
Initial Unemployment Claims Rise to 210,000
"In the week ending March 21, the advance figure for seasonally adjusted initial claims was 210,000, an increase of 5,000 from the previous week's unrevised level of 205,000."
War‑Time Economics Drive Oil, Bonds, Mortgage Rates
Today’s podcast, ignore the morning hair, is about war time #economics. #oil #bonds #mortgagerates #chartdaddy @housingwire @sarahteresa6
Gold Holds Despite Rising Real Yields—Warning Sign
Gold at $4,560. Real yields still elevated. Gold is supposed to fall when real yields rise. It's not falling. That's not a hedge. That's a warning. $GLD $TLT $SPY https://t.co/eAdLleClyB
Transparency Spectrum: From Secretive CEOs to Open‑Book Cultures
Someone in Hampton (1000+ founders) asked people if they share revenue and P&L with employees. Here's what they said: Founder A (bootstrapped, ~20 employees): "I share nothing. Not even with my COO. I've never been happier running a company." Founder B (also anti-transparency):...
War Beta Reveals Asset Sensitivity to Middle East Tensions
This morning is offering a beautiful moment to see what I call "War Beta" - how price sensitive specific assets are to changes in Middle East tensions.
Skipping Oil Embargo Prolonged Ukraine War, Says Analyst
Key mistake the West made after Putin's invasion of Ukraine was not to embargo Russian oil. The result is that - more than 4 years later - Russia is still waging war with appalling loss of life. A short, sharp...
Long SOFR Futures Cheap, Expect No Rate Hikes
Now that cuts have been completely priced out through late 2026 into 1H 2027, long SOFR futures are extremely attractively priced. I do not believe hikes will happen as that would twist the knife into a global recession, so therefore...
Iran War Derails Global Economic Optimism
Iran war just canceled a better economic outlook for the world https://t.co/4zqeIEwXkO via @CraigStirling @WHorobin https://t.co/hfVE77iQwZ
Success Comes From Challenging Ideas, Not People
“Some of the most successful people in the world are able to attack ideas instead of attacking people.” ~@polinapompliano
1990 Crisis: Central Banks Opted for Inaction Amid Uncertainty
🧵Let me take you back to August 1990. Three weeks ago, Iraq invaded Kuwait, oil prices have surged, and the FOMC is meeting to decide how to respond. The economy looks wobbly. Payrolls just recorded a small decline. Greenspan talks...
Pentagon's Puzzling Move Despite Iran's Desperation and US Victory
The negotiations are going so well, Iran is so desperate for a deal and the US has already won the war... So, why is the Pentagon considering this?
ERP Giants Face Threats, May Become Acquisition Targets
ERP providers like SAP, Oracle, and Workday might be acquisition targets as they face business model threats. Companies must decide whether to resist or embrace emerging tech by acquiring it. #ERP #BusinessStrategy #TechAcquisition https://t.co/CLuGMUXxRH
Global Trade Faces Fragmentation Amid Geopolitical Upheaval
From Liberation Day to the Strait of Hormuz, is global trade and world order going thru an upheaval? Will the world move go from bifurcation or trifurcation to fragmentation? Who will dominant? What would supply chains look like and operate...
Blockade Risks Spike Prices, Yet Market Already Priced In
Key pushback to a blockade is that it might spike oil prices. Iran's 2 million barrels per day could spike oil prices by 20% if they go offline, but - with Brent already up 60% from before the war -...
Markets Shift From Rate Cuts to Tightening Regime
Six months ago: markets pricing 3+ rate cuts. Now: pricing 8bps of TIGHTENING. The Fed didn't pivot. The Fed reversed. 37% chance of ZERO cuts in 2026. This isn't a soft landing. This is a regime change. $SPY $TLT $QQQ https://t.co/UxC4Gdd51F
Success Now Depends on Capability, Not Job Title
Hot take: I think we are moving from a world defined by roles to a world defined by capability. The old labels still exist, but they are getting less useful. Marketer. Developer. Designer. Strategist. What matters more is whether you can think clearly,...
Skills without Work Experience Are Meaningless to Recruiters
"If it's not in your work experience, it didn't happen." For example, let's say you list Python in your skills and summary. But nowhere in your work experience. Did you use it professionally or take a course? 1 year or 5? Recruiters aren't...
Create 10‑second Videos From Images Directly in Google Ads
Powerful, but will it trick prospective customers? i.e. Will there be realistic expectations? -> Veo Video Generation Now Available in Google Ads "Upload up to three images, and Veo generates unique videos up to 10 seconds long with natural motion. These...
High‑Yield Spreads Tight Now, Widening Ahead
So far, HY credit spreads haven't widened anyway near as much as they should - given sustained oil prices & its large swings, not to mention supported high VIX & mechanical selling. Wait and see mode only lasts so long... Geopolitical shocks...
Billionaire Tax Threshold Drops to $50 Million—You Might Be Next
For those who think a billionaire’s tax doesn’t affect them, the threshold has just been lowered to $ 50mm. At this rate, you’re next?!