CPI’s OER Weight Masks Inflation; PCE Shows Hotter Price Pressure
This is not inflationary....Lots of conflicting data on inflation now.... Does CPI come in below expectations on the OER weighting while PCE comes in hot? CPI — Owner's Equivalent Rent (OER) is the single largest component, carrying a weight of roughly 26–27% of the total index. It's part of the broader shelter category (~36%), which also includes rent of primary residence and lodging away from home. PCE — OER carries a much smaller weight, around 11–12% of the total PCE deflator. This is partly because PCE uses a different weighting methodology (based on expenditure shares from national accounts rather than household surveys) and covers a broader spending universe that includes third-party payments like Medicare and Medicaid.
Russia Seeks Escape From Steepest Three‑year Contraction
Russia looks for a way out of its sharpest economic contraction in three years https://t.co/qV7fi62bZB
Launching Spam-Free Competitor, Ads-Free at Launch
tempted to build a direct competitor to https://t.co/J9hksWvHtX solve the spam, no ads at first
NFL and YouTube Negotiate Five‑game Long‑form Deal
Glass Break: the NFL and YouTube have entered long form contract review for a 5 game package, @fos has learned https://t.co/dCPyJagt5v
Proof Comes in Tiers: Rank Yours Strategically
Not all proof is created equal. How does yours rank up? So if you’ve been following me for a while or done any of my programs, then you already know that I talk about proof… A LOT. You can have the best product...
Spending Fuels Inflation, Competition Drives Prices Down
The inflation story in one chart: Where government spending and subsidies are highest, prices rise the fastest. Where competition is highest, prices fall. https://t.co/zi3a45jUEi
Recession Fears Dispelled: Jobs, Manufacturing Surge, Markets Soar
FEAR WAS WRONG. THE DATA JUST PROVED IT. Everyone was screaming recession… but something weird just happened. The jobs numbers came in strong. Manufacturing surged. US, UK, China & Australia all beat expectations. $SPX just hit fresh record highs 🚨 The fear was loud....
From Corporate to Solo: Managing All Tasks Alone
Live Today What happens when you leave corporate and suddenly have to do everything yourself? This is a ‘must see event’ for anyone managing a small team or growing a business. Set yourself a reminder on YouTube here: https://t.co/pi3G0bxd2A https://t.co/mNsoC9P45q
Holistic Media Mix Beats Legacy Tactics in Furniture Marketing
In Episode 3 of From Screen to Store, sponsored by @JamLoop , Alex Back, CEO and Co-founder of Couch, joins hosts Jeremy Bloom and AdTechGod to discuss what’s actually working in modern marketing and why legacy industries are falling behind. The...
Jobless Claims Confirm US Labor Market Resilience
Weekly jobless claims are perhaps the best real-time pulse check on US jobs, and this morning, they’re signaling a continued resilient labor market. (Bloomberg headline below.) #economy #jobs #employment #markets
New Stadium Plan Promises Change From Costly Subsidies
People of Kansas City, pay no attention to the existing taxpayer-subsidized stadium district that bleeds red ink. 🎶 This one will be different 🎶 https://t.co/5X4zhaiOYa
Rapid AI Iteration: Essential for Every Modern Business
We just did a 90 minute hackathon as a team. We hired an ai consultant to build us a sourcing tool better than all the tools we previously used. We then spent 90 minutes all on a zoom using it,...
Honest Risk Management Is Rarer than Market Hype
It's easy to find people pounding the table on any trade, any asset, any market. What's harder to find? Honest risk management. There's a reason we talk about the downside. Just look around, bagholders are everywhere. https://t.co/iN7JpxtIGx
Initial Jobless Claims Fall 11,000 to 207,000
"In the week ending April 11, the advance figure for seasonally adjusted initial claims was 207,000, a decrease of 11,000 from the previous week's revised level."
India Drops to Sixth Largest Economy as Rupee Weakens
India has slipped from the 4th to the 6th largest economy globally, as per the IMF report, following a weakening of the Indian Rupee.
Cut SEO Update Work by 90% with AI Tool
I have 20+ content assets that need to be updated before a "re-rank" event. I call these updates "Rank Enhancement". The whole idea is to take whatever pages you have and improve them based on the data Google uses to rank them. The...
Credibility Is the Foundation; Offers Are Just Transactions
Spent 10 years building credibility So I could make offers in 10 seconds That's the real game... Before anyone buys what you sell They buy you, the person Reputation is the infrastructure Offers are just the transaction
Jobless Claims Beat Forecasts, Layoffs Remain Stalled
Still nothing doing on the layoff front *US JOBLESS CLAIMS 207,000 IN APRIL 11 WEEK; EST. 213K
TMRWSports Once Owned 54% of TGL, Now Expanding Partnerships
.@TMRWSports held 54% of the TGL equity when the golf league launched a few years ago. That may have changed via expansion, but there's also WTGL and a new flag partnership with the @NFL
Fix Your Financial Setup: Get Clear, Timely Reports
3 things your monthly financials should actually be doing for you: 1 . Giving you plain-English commentary on what moved and why. Where revenue dipped, what expense spiked, what to watch next month. 2. Using a chart of accounts actually tailored to...
Iran's Job and Inflation Data Drive Oil Analysis
The key known unknown (to me) to analyse oil is the true state of the Iranian economy: jobs and inflation. I hear lots of tales, but I have little confidence on any. Reporting from inside Iran is extremely difficult. Economic damage...
NextNav's PNT Service Offers 100k× GPS Power
Get your hands on the NextNav $NN Oppenheimer piece if you can "NN's Spectrum and GPS Backup (PNT) are Critical for Drones/Physical AI" It goes above the upgrade Cherry Pick "We see several strategic acquirers across wireless/satellite, with T the most logical fit,...
Turning Down $10M Led to GitLab’s IPO Success
Sid Sijbrandij, co-founder of GitLab, was offered $10 million for his company. His dad said sell. His accountant said sell. His response: 'I really like working, so I don't mind working. And I think we can do better Six years later,...
Sell the Result, Not the Product
Nobody wants your product. They want what your product does for them — the outcome, the relief, the transformation. The product is just the delivery mechanism. What does your customer wake up wanting? Build that. Not the product. That.
MGTX Buys Back XLRP Gene Therapy for $25 M
$MGTX just announced that it has entered into an asset purchase agreement with $JNJ to acquire back its bota-vec Gene Therapy program for the treatment of X-linked retinitis pigmentosa (XLRP) 🧵👇 for an upfront cash payment of $25M & a...
Iran War Dampens Middle East Sports Investment, Study Finds
THE question in #SportsBiz LIV, NBA Europe: Has the Iran War Curbed Middle East Sports Spending? https://t.co/L9xulTPcIF via @sportico @novy_williams
Tax Dollars Funding Stadium Arms Race in Tampa
Spending tax money to upgrade Tampa's football stadium so it can compete with a new Tampa baseball stadium built with tax money may seem like an odd way to run a railroad, but this is where we are. https://t.co/GGqVpl2tCV
Deregulation Driving Airline Failures, Not FTC Action
First, it’s not the FTC who challenged the deal. Second, Spirit was asked specifically if they were in trouble by the judge. They said no. Third, JetBlue is going under as well because of its high debt load. Deregulation needs to...
Consumer Debt Delinquency Spikes as Job Growth Revision
Follow the $$$: “HH delinquency worsened in Q4 2025, w/4.8% of debt in delinquency…BLS benchmark revisions showed 2025 payroll growth revised from 584k to 181k…combination matters…consumer more leveraged & labor market was softer in real time than first draft data suggested.”
Weekly Founder Check: Who Would You Rehire?
the uncomfortable question every founder should ask weekly: if i had to rebuild this team from zero today, who would i rehire?
Editing 60‑second Video for Two Hours? It's a Workflow Problem
A two-hour editing session for a 60-second video is a workflow problem, not a skill problem.
Instagram Adds In‑Reel Affiliate Tags, Boosting Creator Earnings
ICYMI: Instagram is rolling out the ability to use affiliate links to tag products in Reels. 🛍️ This removes friction that often comes with creators driving audiences to their link in bio or using comment automations to share affiliate links, likely...
Wisconsin Bill Guarantees Free Packers Access, Bans Blackouts
D.C. Memo: @SenatorBaldwin Bill Would Guarantee Free Access Throughout Wisconsin to Watch @NFL Packers; Wisconsin Democrat’s For the Fans bill would also ban league-owned streaming services from blacking out certain games on their platforms https://t.co/Y0AQyWATYG
AMBZAMPOLLI Fuels Trump’s $20bn, 20‑minute Deal Spree
A sneak peak into Trumplandia - @AMBZAMPOLLI ‘$20bn in 20 minutes’: the man turning Donald Trump into a global deal machine https://t.co/TGlBhHcgiS via @ft
Sysco‑Restaurant Depot Merger Threatens Local Restaurant Margins
Fabulous article by @biketrouble on the $29 billion Sysco-Restaurant Depot merger and its impact on local restaurants. https://t.co/qGv4I6Q1bN
Teens Prefer TikTok for Reviews and News Over Snapchat
Pew Study about how teens are using TikTok, Instagram, and Snapchat - Check out the parts about product reviews and news below "In fact, roughly six-in-ten TikTok users say they go there for product reviews. Fewer on Instagram and even smaller...
Corporate Buzzwords and Ego-Driven Meetings Push Talent Out
Meetings, egos, ‘circling back’: The ‘corporate ick’ that drives workers away https://t.co/5U1nZG1gZS #leadership #jobs #workplace #corporate
Google Ads PMax Spend Trends Across Channels
Google Ads PMax channel performance report on the insights report that shows spend over time per channel https://t.co/1qbNeb12Tq via @AndrewLolk https://t.co/FE8snV6sFF
US Blockade Shift Signals War De‑Escalation, Not Market Overreach
The most common comment I hear from policy makers at this week's IMF/WB meetings is that markets are way too early in pricing de-escalation. Disagree. It's clear the US wants wants to end this war, hence the shift to a...
War‑torn Iran Forced Into Negotiations over Collapsing Economy
"Iran’s War-Shattered Economy Means It Has an Urgent Reason to Negotiate," @WSJ You mean the experts commenting on the unbreakable will of the Islamic regime could be wrong? https://t.co/ednHa2MMNq Damage done by U.S. and Israeli attacks will take years to repair...
Dollar Rebounds Amid Fed Concerns, Robust UK, China Growth
Greenback Recovers Despite New Threats on the Fed and Stronger UK and Chinese GDP: (A business trip will disrupt the daily commentary tomorrow and next week, but the weekly analysis will be posted here on April 18 and the May...
Ohio Lawmakers Waste $100M on Haslam Family
Elected representatives are tossing another ~$100 million of Ohio taxpayer money to the Haslams (net worth $10 billion). We don't know exactly how much because government officials are too negligent to find out. I guess access to the owner's suite...
Brook Park Council Prepares Vote on Browns Stadium Deal
Brook Park Council moves toward vote on first part of stadium deal with Browns https://t.co/GEj5lVYVMP
Biden Blocks JetBlue Deal, Opens Cheap Asset Grab
Great work by Biden admin blocking JetBlue acquisition. Now acquire the assets on the cheap so a win for $JBLU ?
FinTech Fund Helps CarryHQ Secure AngelList Sale
Big congrats to @ankurnagpal and the team at @carryhq_ on the sale to @AngelList. Glad that we could support you from @thefintechfund 🙌 https://t.co/ToMKqLpS99
US‑Iran Talks Lift Latin American Commodity Exporters
Now that Iran and the US are negotiating, fear that war may escalate out of control is leaving markets. That's lifting EM oil and commodity exporters, especially across LatAm. Good news for Colombia, Argentina and Brazil. A replay of 2022...
Fed Leadership Uncertain After Trump's Threat to Fire Powell
If no chair is confirmed by May 15, who leads the Fed? The Fed and the White House seem to have very different answers—a suddenly live dispute after Trump’s latest threat to fire Powell. It’s a question that a 28-year-old John Roberts...
IMG Appoints Barney Francis as CBO After Guinness Departs
Chris Guinness Leaving IMG After 30 Years, Barney Francis Named Chief Business Officer of Sports Marketing Agency https://t.co/9UyQoyGDXx via @variety
Companies Are Hoarding Talent, Not Cutting Jobs
Has the era of the mega-layoff arrived? - no, the era of hoarding talent unnecessarily certainly is https://t.co/QRlmiONI4W
US M&A Deal Volume Drops 15% in March
"U.S. M&A deal activity decreased in March, going down 15.4% with 946 announcements compared to 1,118 in February. Aggregate M&A spending decreased as well. In March, 51.3% less was spent on deals compared to February." -FactSet