Russia Halts Fertilizer Exports, Leveraging 40% Market Share
Russia stopped exports of ammonium nitrate through April to ensure domestic supply during planting season. Russia controls a massive portion of global trade in ammonium nitrate at about 40%. IT LOOKS LIKE MOSCOW IS SAYING SANCTIONS WILL HAVE TO GIVE OR FERTILIZER WON’T FLOW. https://t.co/pEZwZx3Qfc
U.S. Pursues Symbolic Victory Over Practical Strategy
These narratives are likely just a reflection of the U.S. searching for a symbolic win, rather than a practical military plan. #iranwar #marines #geopolitics https://t.co/tCey0wFpxi
Social Listening Remains Rare Yet Essential Communication Skill
Being aware of and caring about what people are saying about your company on social media is still a rare thing today, yet should be a bare minimum communication skill (when done appropriately). @bocumbo knows. The full interview: https://t.co/sCRPBAd8oI https://t.co/XKQQLg6STQ
Asia's Energy Shock: War Disrupts Middle Eastern Supply
Good morning, We are in Day 26 of the war and Asia is reeling from the conflict as we are most dependent on Middle oil and gas. Let's talk about how Asia is affected by this conflict, a thread. You can...
Leadership's Delayed, Context‑poor Alerts Are the Biggest Risk
In highly technical organizations, the biggest risk isn't what breaks - it's when leadership hears about it too late or without the right context to act. #CIO https://t.co/a4Q8PTsrKE
Female Founders Face Fundraising Challenges Far Beyond Expectations
I talked to one of female founder clients today & she said something that stuck - “Fundraising [as a female] is so hard - so much harder than even they say.”
No Salary Pushback? Beware a Toxic Workplace
A Red Flag in an interview that's a bit hard to spot. If the company barely offers any pushback on your salary requests that should be a gigantic red flag and sign they're toxic. Especially if there's a LARGE gap...
OpenAI Funds Isara, a Youth‑led AI Startup
OpenAI Backs New AI Startup Seeking Bot Army Breakthroughs The San Francisco company, called Isara, was founded last June by two 23-year-old AI researchers, Eddie Zhang and Henry Gasztowtt. They have hired researchers from Google, Meta , and OpenAI. https://t.co/TmyAydRBDk
EU Clinches Australian Mineral
Yesterday, the EU struck a trade deal with Australia to secure access to critical minerals, like lithium and aluminum. According to the NYT, US tariffs pushed the deal forward. TRUMP’S TARIFFS = CREATING AMERICAN ENEMIES = PIVOT AWAY FROM UNCLE SAM. https://t.co/Suer5RGrQO
Fed's Losses Shrink; QE Hangover Eases After QT
Fed’s Operating Losses Declined to $19 Billion in 2025, “Unrealized Losses” Declined to $844 Billion. QE hangover a little less atrocious after years of QT and lower interest rates https://t.co/iwXBD2STH5 https://t.co/JmA1t7ABYD
Mortgage Rates Surge, Home Purchase Applications Plummet 35%
There Goes the Spring Selling Season: Mortgage Rates Jump, Mortgage Applications to Purchase a Home Drop. Mortgage purchase applications are down by 35% from the same period in 2019 in a housing market that remains frozen https://t.co/sR0N0Jznl0 https://t.co/Hkfy4IziDs
China's $3T Surplus Hasn't Boosted US Bond Inflows
A thread on some work in progress, on China's US bond portfolio As the chart below shows, China's cumulative current account surplus has increased by $3 trillion since the end of 2019 -- and inflows into the US in the US...
US Examines $200 Oil Price Shock Impact on Economy
US officials are examining what a potential spike in oil prices as high as $200 a barrel would mean for the economy, sources tell @hlowenkron @SalehaMohsin and me, a sign of studying possible fallout from extreme scenarios for the #Iran...
AI Gateway Simplifies Token Metering for Every AI Factory
Every company will become an AI factory, wherein the unit of production is the token. Tokens, however, create usage tracking billing headaches that are v unlike SaaS. ▲ AI Gateway now solves the metering problem across models & providers with...
Shopify‑ChatGPT Integration Instantly Surfaces Product Details
If you've been doing the boring work, clean product titles, structured data, real SEO, the @Shopify x ChatGPT integration is your payoff. I asked for the best Earl Grey, it returned our client as #1, complete with variants, rating, and...
Early Shift: Commodities Outsize Financial Assets Importance
It’s only appropriate to revisit this chart after the recent move in markets. And yes… We’re still in the early innings of a regime shift from financial assets to hard assets. The reality is simple: Commodity markets play a critical role, yet their size...
Iran Says Mediated Messages Aren't US Negotiations
This has been a week of the most confusing and contradictory headlines I’ve ever seen in 30 years. Iranian Foreign Minister Abbas Araghchi said that an exchange of messages between the two countries through mediators “does not mean negotiations with...
Beast Industries Appoints Former Hulu, Riot Exec as Communications Chief
MrBeast’s Beast Industries Hires Hulu and Riot Games Alum Gaude Lydia Paez as Communications Chief https://t.co/MJLvnqJXMw via @variety
Bookkeepers See Only, Can't Spend Your Money
Something I wish more people knew before working with a bookkeeper — when I connect to your bank account, I get view-only access. That means I can see statements and activity but I genuinely cannot transfer money, pay anyone, or...
Dry Promotions Are Corporate Myths, Not Real Opportunities
The biggest lie corporate tells you about: 'The Dry Promotion'. They frame a new title without a pay raise as a massive opportunity. THE BLACK BOX REALITY:
Success Doesn't Require a Mark Cuban Investor
I don’t know who needs to hear this, but you don’t need Mark Cuban on your cap table in order to succeed.
Know Who to Avoid: Startup Success Shortcut
Half the battle in a startup is figuring out who not to spend time with.
Fragmented Recruiting Data Wastes Time, Demands Unified Workflow
We didn’t decide to build Collected because we wanted to launch another piece of recruiting software. We built it because we kept seeing the same operational problem show up in different forms. It came up working with our recruiting agency...
Stop Stalking, Dominate Hashtags, Attract Customers
If your #SocialMedia presence seems like stalking to your target audience; you're doing it wrong. Let us help you dominate your key hashtags, build your brand and have your customers coming to you. gingerich.james@gmail.com https://t.co/fDZKLkzDlx
Act Your Age: Align Business Focus with Lifecycle
Aswath Damodaran on how the focus of a business changes depending on the company's lifecycle Companies that don't act their age will destroy value
Act Fast, Create Viral Content, Build Your Brand
The winning strategy to build a brand these days: Have an idea, act quickly and create viral content. When Rory Sutherland invented a fake business on a podcast, a coffee shop appealing to the busy commuter called “Flat White or...
Predictable Revenue Comes From Structured Client Journeys, Not Volume
Revenue doesn’t become predictable when you market more. It becomes predictable when your client journey is structured to convert.
Growth Requires Custom Innovation Accounting, Not Standard Metrics
The Lean Startup proposes a unique way of looking at growth metrics The book suggests that the typical metrics, user registration growth and gross revenue, don’t paint an accurate picture of true sustainable growth Rather, each founder needs to find their...
Click Signals Shape Rankings and Power AI Answers
Brilliant read on how click signals drive rankings and AI answers. Including details on known signals that are tracked, how it informs AI answers & a playbook you can apply. -> How Google Click Signals Drive Rankings and AI Answers by @CyrusShepard...
General Predicts Limited Impact of US Boots in Iran
I thought this was an interesting interview with a former general about what "boots on the ground" in Iran might look like, and also what would (and wouldn't be accomplished) by some landing on Kharg Island https://t.co/DDEilUbnMz
Japan Minister Discusses War‑Driven Commodity Risks, Seeks Asian Stability
Delighted to meet 🇯🇵’s Minister of Economy, Trade & Industry Ryosei Akazawa @ryosei_akazawa We spoke about how the Middle East war is impacting oil, gas & other commodities, with particular challenges for Asia – and how we can work together...
StartUp Health Seeks Head of Sponsorships & Partnerships
StartUp Health is hiring head of sponsorships / partnership sales... learn more and apply here: https://t.co/ffuKR75mgX
Fed Expands FIMA Access, Extends Window, Could Crash Yields
This is a really great divergent policy thought we should keep on our radar. If it comes to fruition, we could see a collapse in treasury yields. Fantastic work from @ericwallerstein ! “The solution: the Fed should expand FIMA access to sovereign wealth...
Earn Respect: Be Clear, Decisive, Humble, Public, Private
If you want people to respect you as a leader: Be clear. Be decisive. Admit what you don’t know. Set direction publicly. Correct privately.
Build New Relationships to Unlock LinkedIn’s Reach
Why “developing new relationships” is the only sustainable way to force the Linkedin algorithm to show you to new audiences https://t.co/OJa5Sg1oQj via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #MarketingSuccess #MarketingStrategy #ArtificialIntelligence
Turn AI Threat Into Career Accelerator with Three Moves
RT Worried AI might put your leadership role on the chopping block? I share 3 moves to turn AI disruption into a career accelerator for you #AI #Career @Star_CIO https://t.co/mIefOcbMM8
Build a Million‑Dollar Business with One Skill Daily
Create one Claude skill a day - that’s all you need to build million dollar business.
Politics, Not Performance, Drives Promotions Under “Culture Fit”
When management promotes based on office politics instead of leadership capability.... They usually justify it as 'rewarding culture fit'... THE REALITY:
Free Gifts Can Distract From Core Product Development
Is it bad to send free stuff to companies just to get business? No, but it becomes a problem when you spend more time sending free donuts and doormats than you know… making a product… This tactic is already well...
Cliff's Volatility Laundering Sparked Inevitable Market Shifts
Once Cliff coined (or amplified?) the phrase "Volatility Laundering," everything else became only a matter of time...
Crash Risk Persists Despite Market Bounce Over Iran Conflict
The Market Bull/Bear Case: US-Israel War on Iran There's always a bull vs. bear case & I made mine. And just because market is trying to have a reflexive bounce, it doesn't negate that crash risk is still critical as fundamentals...
Biden's Final Quarter Shows Record Economic Gains
From my receipts catalog: Joe Biden’s last quarter in Office. Like Michael Jackson once sang, “Do you remember the time?” Unemployment frolm record low of 3.2%, Inflation falling, consumer confidence rising, retail sales up, stock market stable and rising, black unemploymentT...
Stranded LNG Cargoes Lose Gas Through Boil‑off Evaporation
@grok There are about 20 LNG cargoes stranded in the Gulf because of the Hormuz crisis, explain to my followers how they lose LNG due to evaporation.
AI Cuts Newsletter Production From 4 Hours to 1
My weekly newsletter used to take 4+ hours to write. Four hours of research, drafting, editing, and formatting. Every single week. Today it takes 60 minutes. Same quality. Better research. Faster output. That’s 150+ hours a year I got back from one...
Top 11 Books to Supercharge Your Productivity
11 books that'll 100x your productivity: Effortless Make Time Deep Work The 10X Rule Eat That Frog Atomic Habits The ONE Thing The 5 AM Club Getting Things Done The Let Them Theory Building A Second Brain What did I miss?
Leaders Overlook How Employee Experience Drives Customer Experience
Why Leaders Miss the Link Between Employee Experience and Customer Experience - CX Journey™ https://t.co/13fzqkzjA7 #employeeexperience #customerexperience https://t.co/vcKtgd4B0h
China Prepares for Imminent Hormuz Strait Closure
I said last June-July: China got the message, Hormuz Strait will be closed, and started preparing for it. Read details below.
Banks Reclassify Private Credit Loans to Slash Capital Requirements
Big banks hack their risk weighted assets by treating loans to private credit funds as securities, reducing the weighting from 100% to as low as 20%. Proposed capital rules look to further decrease this to 15%, encouraging more of this...
AI Keeps Investing Basics Same, Execution Completely Transformed
When it comes to investing in the age AI, “nothing has changed, but everything has changed.” As Hustle VC co-founder Elizabeth Yin explains to me, understanding a founder’s potential and a company’s basic health and outlook is the same as...
One Harsh Sentence Drove Talent Away From Government Job
One sentence from his boss made him walk away from a prestigious government job. He's been with me for 6 years since. Here's what happened. I found the perfect hire. He was working with me part time as a contractor, and I...