Pivot Gracefully: Align Research, Preserve Relationships
When UX researchers present findings that contradict the feature you just spent three months building based on the PM's gut feeling. THE GOLDEN PLAYBOOK FOR PIVOTING WITHOUT BURNING BRIDGES:
Yield Spikes Signal Worldwide Reset, Not US‑only Trend
It may be tempting to think that the rise in yields is the product of a US-centric dynamic (relating to OPEC recycling no/fewer petrodollars into Treasuries), but the next chart shows that yields are rising everywhere. This is global reset,...
Private Ownership Gives Freight Edge Through Culture, Tech
Private ownership can be an edge in freight. On Talking Transports, I speak with Jarrett CEO Mike Jarrett about staying debt-free, focusing on culture, navigating market volatility & why tech supports — not replaces — relationships. 🎧 Listen to Episode 131...
Markets Care About Oil Flow, Not Hormuz Control
Markets don’t really care who controls the Strait of Hormuz as long as the oil starts to flow again — “give markets what they want” doesn’t necessarily mean a US win.
Tehran Likely to Negotiate Before Global Recession Hits
I am not sure that is in Tehran's interest to hold out forever. If they usher in a 1970s style global recession, the "gloves are off." They too have an interest in negotiating somewhere within the Area N. As close...
UK Businesses
UK businesses face a jump of up to 80% in gas bills on Iran war https://t.co/THZNalojSw via @EamonFarhat https://t.co/vr4PvVdKFc
Copper Slumps, Gold Soars: Recession vs Fear
Copper down 10% this month. Gold at $4,550+. Same planet. Completely different signals. One screams recession. One screams fear. $CPER $GLD https://t.co/kChEJn36lH
Russia's Oil Exports Plunge 40% After Drone Attacks
Cool, cool, cool... "At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed attack on a major pipeline and the seizure of tankers ... the most severe oil supply disruption in the modern...
Recession Risks Rising, Says Economist Mark Zandi
“I’m concerned recession risks are uncomfortably high and on the rise,” said @Markzandi “Recession is a real threat here.” https://t.co/rhvcxMLgtd
Happy Pay Secures $5M Seed to Expand BNPL Across Africa
𝗥𝗲𝗶𝗻𝘃𝗲𝗻𝘁𝗶𝗻𝗴 “𝗕𝘂𝘆 𝗡𝗼𝘄, 𝗣𝗮𝘆 𝗟𝗮𝘁𝗲𝗿” 🇿🇦 South African fintech Happy Pay has raised $5 million in seed funding, in a round led by global venture capital firm Partech, 𝗮𝘀 𝗶𝘁 𝗹𝗼𝗼𝗸𝘀 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲 𝗮 𝗻𝗲𝘄 𝗺𝗼𝗱𝗲𝗹 𝗼𝗳 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗰𝗿𝗲𝗱𝗶𝘁 𝘁𝗵𝗮𝘁 𝗿𝗲𝗺𝗼𝘃𝗲𝘀...
Revenue Grows Through Alignment, Not More Busywork
You kept busy. Kept useful. Called it ambition. But predictable revenue doesn’t come from doing more. It comes from alignment. Your worth, your offer, and your marketing all saying the same thing. Stop performing. Start attracting. 👇 Comment TRAINING to build revenue that...
US Current Account Deficit Halves From Q1 to Q4 2025
Wild swings in the US quarterly current account deficit over the course of 2025 -- from close to 6 pp of GDP in q1 to well under 3% of GDP in q4 ... 1/ https://t.co/2EuT5nM3jZ
Executive Bonuses Should Reward Revenue, Not Stock Hype
I get why companies do it, but ... me no like incenting executives on stock price / market cap as opposed to operating metrics like revenue and profit. They can miss their target and multiples expand enough the bonus stil pays....
Majority of Americans Disapprove US Strikes on Iran
Four weeks into the US-Israeli war on Iran, 61% of Americans say they disapprove of US military strikes against Iran. THE US PUBLIC HAS TURNED ON THE WAR PRESIDENT. https://t.co/ICQnIktBVK
Usage-Based SaaS Pricing Triggers Tax Compliance Chaos
Usage-based pricing is the future of SaaS. It's also a sales tax compliance nightmare nobody warns you about. Here's the problem: Traditional subscriptions are simple for tax. Customer pays $99/month. Same price, same tax, same jurisdiction. Every month. Usage-based pricing? Complete opposite. Every transaction is...
Solo HR Blueprint: Practical Roadmap for Building From Scratch
The HR Department of One carries a disproportionate load and deserves more than a generic checklist. If you're building HR from the ground up - without a team, without a template, and sometimes without a clue where to start...
Active Angel Investing: Relationships Drive Monumental Returns
I had one of the legends of angel and seed investing on Uncapped, @RonConway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being...
Trump’s Oil Moves Undone by Zelensky’s Strikes
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Emerging Markets Plunge Amid War, Strong Dollar, Commodity Chaos
$EEM -3.44% in ONE session. Emerging markets are getting destroyed. War + strong dollar + commodity chaos = perfect storm. $DXY $EFA https://t.co/WNM0jw3qha
Lockdown Forces Closures; Giants Snap up Firms Cheap
Govt announces a lockdown businesses start shutting down and then the big boys buy them out at a 90% discount. Happening?
5-Year UST Auction Likely Tough After Poor 2-Year
UST 5y auction will be interesting after a nasty 2y yesterday. Some news cross-currents may have affected clean bidding for 2s which should be a factor for 5s today as well. Also more of a concession would be...
Google's Quickest Update Yet Beats 23‑Hour Record
This was the fastest rollout of any Google update; the previous record was just over 23 hours for the June 23, 2021 and June 28, 2021 spam update https://t.co/8oAac58rDf
Show Up Directly, Customers Forgive Rough Products
No dashboard. No portal. Manual operations. Sarah Ahmad got on Zoom with every single early customer. She says people forgive a rough product when you show up and solve their problem directly. https://t.co/yYvLbzjEa1
Dollar's Strength Misread Despite Recent Index Gains
Thoughts on the Dollar: The dollar's resilience since the war began is not a mystery, but it is being misread. The Dollar Index has appreciated roughly 1.8% this month alone, following a modest 0.65% gain in February after January's 1.35%...
Join Hedgeye Live: Data‑Driven Fed, Economy, Market Talk
I’m looking forward to being “Hedgeye Live" in May. It will be a candid, data-driven discussion between me and @KeithMcCullough on the Fed, the economy, and markets — Get your tickets:https://t.co/jaW2cXRAUD #federalreserve #powell #dimartinobooth #economy #hedgeye https://t.co/y6q60MXSYn
Use Non‑binding Term Sheets to Negotiate without Lawyers
The whole point of using a non-binding offer or ‘term sheet’ is that during the negotiation process you may go back and forth several times and you don’t want to be doing this via a lawyer. - How to...
10-Year Yield Near Critical Triangle Breakout Threatening Markets
While the 10-year yield broke out of a short term range, the weekly chart below still shows bonds holding within a long triangle (in place since 2022). If it breaks, it will be a problem not only for bonds but...
Mortgage Applications Up YoY, Weekly Demand Drops
#Mortgage purchase application data remains positive year over year, but weekly demand declined last week. @housingwire @sarahteresa6 #realestate #economics #mortgagerstes #chartdaddy
Iran Talks Stall, Boosting Gold While Oil Falls
Today's Opening Bell Iran Talks Stall- Gold Rallies, Oil Slides, USD Holds (asset chaptered) https://t.co/TmUUL0psrk
AI Agent Auto-Optimizes Upsell Outreach via Data Experiments
We created a PQL agent that looks through Mixpanel and Stripe engagement metrics on trialing signups then cross references it with industry/company news and our other agents to figure out the best angle to attack to upsell/cross-sell engaged users. Then it...
Live on Bloomberg: Oil Markets and Iran War Outlook
Heads up that I'll be LIVE on @BNNBloomberg to talk oil markets and the [??end of??] the Iran War this morning at 11:15am ET. https://t.co/bqG3IGwkQS
Early Users Test SEO AI Tool Before Public Release
Last Sunday I closed access to Roborank, the SEO Agent that does your SEO work. 7 People joined (€2.3K): - 1 Travel Blogger - 2 SaaS Owners - 4 Agency Owners Each one of them will use it in different ways: - Crafting Better Copy for...
Governments Sign Free‑trade Deals, Sparing Consumers New Tariffs
Yes, and the kicker is that these governments keep signing real, durable, comprehensive FREE TRADE deals without imposing costly new taxes (tariffs) on their consumers. Almost as if....
Oil Futures Curve Tracks Middle East News Shifts
I find the oil futures curve to be a useful way of keeping track of news out of the Middle East, as it provides a useful metric for assessing what's changing, and how much. https://t.co/Hl3XzfUEfP
Distinguish Systems From Programs to Avoid Costly Failures
When systems are treated like programs, exceptions accumulate, and the cost of maintaining them rises over time. When programs are treated like systems, they deliver activity but struggle to produce meaningful change. Neither failure mode is surprising. Both are common....
Yield Spike Near 4.5% Signals Market Trouble
Long yields broke out last week and finished the week at 4.39%. As I have written many times, nothing good happens above 4.5% when the risk-free rate is competitive with risky assets, as is now the case. https://t.co/mq0q2S2nBU
Half of Organic Traffic Vanishes, Industry Offers Empty Fixes
42% of organic traffic gone. The industry's two responses are a hallucinated dashboard and a five-year plan. https://t.co/89wAiB7eMN via @sejournal Hmm. Not for my #SEO clients. But whatever. https://t.co/dVFu0ZLUfW
Buyout Likely as Activists Target Governance, Shares Plunge
Market is ignoring the looming governance catalyst. Super-voting shares are being phased out as two activists build meaningful stakes, one owning a highly complementary peer. With shares at multi-year lows and the biz stabilizing, the path to a buyout is increasingly likely....
Master AI Agent Protocols, Unlock Massive Earnings
Soon, your agents will negotiate with my agents, and eventually those who understand how agents work will make a lot of money. Full chat with @LizMicik on AI agent protocols marketers need to know is here: https://t.co/D2dpSxlx5z https://t.co/CqZbcjxlT5
Americans Rank Economy and Foreign Conflicts as Top Issues
According to a new Reuters/Ipsos poll, Americans now see the economy and foreign conflicts as the top two problems facing the country today. TRUMP = THE TARIFF MAN = THE WARMONGER = TANKING. https://t.co/rMaXFSELV1
Past Recession Fears Failed; Markets Still Rising
The last time there was notable chatter about America entering a recession...it didn't happen...markets kept its steady climb... Will it be the same this time around? Vote here & we'll go through the poll results at the top of today's show...
Meta Trims Hundreds of Jobs Amid AI Spending Surge
…or hundreds. Rumor mill finally prompted company to set the record straight. @Meta Cutting Several Hundred Jobs Amid Record AI Spending The cuts will impact fewer than 1,000 total employees, according to a person familiar with the matter. @business
HR's Reporting Line Reveals Organization's True People Priorities
Who HR Reports To Says More Than You Think https://t.co/UhjvYMakdw This particular reporting structure tells you almost everything you need to know about how the organization views its people – and it’s rarely flattering. #culture #leadership #HR #employeeexperience https://t.co/PvBxDOQjCX
Spot Dubai Crude Holds Premium Amid Hormuz Uncertainty
Balance of the month cash Dubai crude barrels (white line) still trading higher than the prompt Oman futures (blue) I'm seeing quoted this morning, which are down more sharply, but spot Middle East barrels certainly feeling less pressure and all...
Bessemer's Track Record Highlights India's VC Growth
We continue our series of looking at venture capital performance in India with a story on Bessemer Venture Partners https://t.co/OjzXOWYEDD @followthemani
Avoid Integration Traps: Consolidate with SAP Business One
Stop the 'Integration Trap' 🛑 Bolting apps onto #QuickBooks kills efficiency. With #SAPBusinessOne, your sales, inventory, and shipping live in ONE place. $SAP Interested? Let's chat. Connect and let's talk how I can help you solve your problems. https://t.co/uAVdLLnco2
Factory Construction Falls 15% Despite Trump's $18T Promise
Factory construction was down 15% over the last year, even before adjusting for inflation https://t.co/YNFjjiLWfV Reality hasn't heard about Trump's $18 trillion in investment coming into the country. Trump always says, "no one has seen anything like it," which is...
Trump’s Iran War Hurts Global Sentiment, Not U.S. Economy
Trump's war in Iran isn't going to collapse the U.S. economy. But it'll lead to further souring of consumer sentiment, even as it hurts the rest of the world. America will rightfully be seen as a chaos agent who leaves...
All Central Banks Share the Same Inflation Blunder
Powell's Inflation Excuse – It's All BS! Powell: "Inflation was global so you can't blame us." Me: That's BS. Every central bank made the same mistake – cutting rates, printing money, flooding economies. That doesn't excuse the Fed. It proves they ALL...
View Open Positions Directly on Our Twitter Page
You can now view any open positions right on our twitter page. We love hiring from our network on here and have done so many times. https://t.co/PSLLKp4drQ