Export‑heavy KOSPI Climbs as Domestic Economy Stalls
South Korean Kospi is up 22% in April and that's not because the economy is not affected by the Iran War but more due to the composition of the stock market. The adage of the economy is not the stock market is especially true for South Korea's K-shaped economy. Kospi is most chips and exporting sectors while the domestic economy is big firms plus smaller firms and households as well as the government. So what? Well, just look at Korea's terms of trade. Export price index is +28.7%YoY on higher chip prices and higher REFINED product exports (diesel, jet fuels etc) and so exporters (a lot of the KOSPI listed firms) benefit while IMPORTERS lose. Import prices rose 18.4%YoY in March and importers are households, smaller firms, energy-intensive firms etc. In other words, the Korean economy is weakening from the war but the exporters are still benefiting thanks to the AI hardware boom.
Compute Limits Trap AI: Stalling Growth Now and Later
Compute constraints are a double bind: On the inference side you need to either (a) raise prices, (b) ration use, and/or (c) serve worse models. This hurts current growth On the training side, you can't train the next gen of models to...
Barilla's Wheel Pasta: Cheapest F1 Merch at $1.77
At $1.77 a box, Barilla's racing wheel-shaped pasta is the cheapest F1 merch you can buy. https://t.co/WQ3YftrWhY
Venezuela, North Korea, Iran Lead Global Inflation Surge
#HankeInflationDashboard: By my measurements, this week's top 5 inflators are: 🇻🇪Venezuela — 532.3%/yr 🇰🇵North Korea — 162.3%/yr 🇮🇷Iran— 81.6%/yr 🇸🇩Sudan— 46.1%/yr 🇨🇺Cuba — 44.3%/yr https://t.co/EzuvCA0XwM
Estimating How Many Years of Value Stocks Price In
New Mauboussin paper just dropped. The question it tackles: when you buy a stock, how many years of value creation is the market pricing in, and how would you even measure that? https://www.morganstanley.com/content/dam/im/assets/publication/thought-leadership/consilient-observer/article_theneglectedvaluedriver_ltr.pdf?1776183428400
China's Subsidized Industries Fuel Overcapacity Without Market Discipline
China does not have a normal free market and a lot of their industry is subsidized by the government and banks - which lends itself to overcapacity since normal market inputs are not there to drive decisions.
Markets Shift From Fear to Fundamentals, Target Energy, Banks
Market is repricing from extreme fear back to fundamentals. What’s happening? •Unwinding of geopolitical risk built during initial escalation of war. •Talks continuing, probability of extreme outcomes declining—for now. •Stocks rebounding, USD softening, oil down from elevated levels, gold resilient. Opportunities...
Thunder's Local TV Rights Far Below $16.6M Benchmark
Hard to see how the Thunder come close to that (pretty low) local rights figure from FDSN via local broadcast TV….
Schedule Dedicated Automation Sessions to Solve Problems Efficiently
I literally setup “automation” time. This is when I think through problems or issues I run into either daily or weekly and I think through how I can instead automate the entire process to save me time. It actually works pretty...
Anthropics Rejects Investor Funding at High Valuation
News with squad: @nmasc_ @BTLipschultz @RebeccaTorrenc5 @shiringhaffary Anthropics investors are basically very hopeful of giving them more money at very big valuation and theyre like: no we aren’t in to that right now
Autonomous Construction Firm Secures Real Projects, Massive Revenue
@TerraFirma_Inc is delivering autonomous construction in the field. Real projects and real revenue with major customers and massive revenue streams. Their innovation will change construction forever. @BainCapVC
Track Only Eight Metrics, Ignore All Other Distractions
The 8 highest-priority metrics to track in your 1-person ghostwriting business: • Cold Reach Outs • Cold Responses • Warm Reach Outs • Warm Responses • Inbound Messages • Free Consulting Looms Sent • Sales Calls • Clients Closed Everything else is a distraction.
Make Work Visible: Accountability Empowers, Not Threatens
Accountability is only threatening to people who aren't doing the work. If you're doing the work, you want someone to see it. Build a culture where the work is visible.
Close Deals Before the First Signature with Proven System
The “Close” Starts Long Before You Ask Them To Sign. Here’s How I Do It; I target prospects with a high urgency to make a change NOW. When I book a meeting, I gain access to ALL stakeholders, without making my contact...
Markets Find Relief, Not Optimism, in Reduced Conflict Risk
In English: markets aren't cheering conflict. They're reacting to a reduced chance of a much bigger mess. That's not optimism. That's relief. https://t.co/xyuf645L9H
Choose Deal‑by‑deal for Low‑cost, Flexible REPE Startup
You want to start your own real estate private equity firm but you don’t know how much it’ll cost Here’s how to think about start-up costs: There are basically 2 ways to set up a real estate private equity firm 1. First way...
YouTube Shorts May Be Killing Your Channel Growth
Hit a new milestone, which is great, but I’ve drawn a few conclusions that are a bit unsettling. 1) YouTube shorts are NOT helping channel growth; it might be killing it. You can click to go back and see milestone...
Avoid Fake-Account Promotion Services; They May Be Illegal
Yeah, posted earlier basically saying this has been going on for 50 years. But, no. It is not cool. Do not use a company that employs hundreds if not thousands of fake accounts to promote your artist. Also it...
Trump's NFL Antitrust Push Likely Backfires via Streamers
Rethinking the NFL antitrust freakout: the streamers are in it, the real battlefield isn’t the FCC, and Trump’s enforcers will likely talk tough before blinking. My latest. https://puck.news/how-trumps-anti-nfl-crusade-could-backfire/
Startups Should Dogfood AI GTM for Growth
i think one of the most impt recursive loops in startups is startups that improve marketing/revenue growth (aka GTM) because they can obviously dogfood it for themselves. considering starting a track for this at AIE WF due to its imptnce. https://t.co/NmK26vw68c this...
End Your Day on Purpose, Not Exhaustion
Your day doesn’t end when you’re exhausted. It ends when you decide it’s complete. Start protecting your evenings. - Start closing your loops. - Review what you completed - Plan tomorrow’s “top 1.” - Clear your workspace FREE Notion Evening Shutdown Checklist 👇
Productivity Thrives on Pen, Paper, Not Endless Apps
I recently sat down with Jerzy Rajkow for a conversation that went deeper than tools and into how we actually think about productivity. We talked about why constantly switching apps isn’t real progress, why paper still has a powerful place in...
Is Your Email Program Stuck at “Okay”?
Your email flows are running, your list is growing, and revenue looks okay. But "okay" is where most programs get stuck. Here are 6 signs yours has plateaued: https://t.co/BDEWXRyGoN
Aspiring CIOs Must Link IT Initiatives to Business Value
How are IT's key initiatives delivering business value? > A question every aspiring CIO should be prepared to answer #CIO https://t.co/NWuOLnCtg4
Netflix Nets $2.8 B Breakup Fee After WBD Pullout
I did not know this till today about $NFLX Following the high-profile bidding war that concluded in February 2026, Netflix walked away with a $2.8 billion breakup fee (also called a termination fee) paid by Warner Bros. Discovery Netflix's Payout: Because...
Gulf Medium‑Sour Crude Fuels West Coast Pipeline Gap
The oil that the USA imports from the Gulf is overwhelmingly medium sour, much of which ships to the West Coast which lacks pipeline access to domestic or Canadian oil. More featured on today's Chartbook Top Links in the comment...
Data Beats Gut: Call Scores Reveal Real Closers
spent last weekend building an AI agent that scores my sales team's calls. found out my top closer has a 52% close rate and the guy i thought was struggling is actually at 27% because he's pitching too early. the...
Charlotte Hornets Thrive: Best Season, Record Attendance
The Charlotte @hornets just finished their best regular season in 10 years and a 28-10 record since Jan. 1. Attendance rose an NBA-best 9%, and the Spectrum Center set a building record with 25 sellouts, including 15 straight to end...
Leaders, Speak Directly—Audience Craves You Over Graphics
Fripp’s Tips: Don't let your managers and leaders fall into the trap of using technology as a substitute for communicating directly with their audience. The audience wants to see their leaders more than glossy graphics. #publicspeakingskills #customercare #businessgrowth
Financial Repression Deep Dive with Hanno Lustig Drops Tomorrow
Recorded a Financial Repression Deep Dive with @HannoLustig, it's an absolute monster Airing tomorrow 🔥
Redefining Deficits Turns Section 122 Into Ongoing Tariff Power
Important: "If 'balance-of-payments deficits' can be redefined to mean some politically salient trade imbalance, then Section 122 stops being a narrow emergency provision designed for a fixed-exchange-rate system and becomes a standing reservoir of discretionary tariff authority" https://t.co/yGvNS8REjI
Hybrid Agile Beats Full Adoption for Real Results
Abandoning Agile? Not necessarily. The key is moderation. A fully Agile approach, especially at the start, often falls short. A hybrid approach proves more effective. #Agile #HybridWork https://t.co/CcFBhYB7cp
Foreign Overcapacity Not Driving US Trade Surpluses, Study Shows
.@USTradeRep's Section 301 case says "systemic overcapacity" abroad causes trade surpluses that harm US manufacturing. As @stanveuger @KyleLHandley show in new comments, there's no relationship bt low capacity utilization & big trade surpluses - if anything it's the opposite:
Sol Reader Shuts Down After Life‑Changing Success
Earlier this year, @bchelf and I made the difficult decision to wind down @solreader, the next-gen e-reader company we founded. I couldn’t be prouder of what we built. The product completely sold out, lots of people have said that it...
State Street Adds Mutual Fund Class to S&P 500 ETF
NEW: State Street just filed to bolt on a mutual fund share class to their S&P 500 ETF -- $SPYM. Yet another in a massive list of filings for ETF share classes on mutual funds AND mutual fund share classes...
CBS Simulcast Delivers UFC’s Biggest Audience in a Decade
CBS simulcast once again pays off for @ufc with the most-watched telecast for the MMA outfit in 10 years 2.65 million viewers for UFC 327 on Saturday. That tops the 2.47 million for the UFC 326 simulcast
Irrelevant Ads Lose Audience Instantly—Make It Feel Personal
Walk into a bar. Everyone's 20 years older than you. What do you do? Leave immediately. That's what's happening on your ads, your landing page, your homepage. People can instantly tell if something's "for them." If it doesn't feel relevant, they're gone.
Stadiums Prove Poor Public Investments After 50 Years Research
Always good to hear from *both sides*, which makes it appear that this is some sort of debate upon which *reasonable people can disagree*. Not mentioned in the article: 50 YEARS OF RESEARCH HAS CONCLUSIVELY DEMONSTRATED THAT STADIUMS ARE TERRIBLE...
Turn Customer‑Centric Talk Into Actionable Culture
Too many organizations talk about #customercentricity, but most never actually design it. BUILT TO WIN shows #leaders how to build the #culture that makes customer-centricity operational, not aspirational. https://t.co/B6gAp2EDZ3 https://t.co/mUYbJccttS
League One Average Revenue Climbs to £12.5 Million
Finances for all League One teams are now in (some clubs do not submit full figures) so here is a summary for 2024/25. Revenue averaged 12.5m but skewed at the top end by Birmingham and Wrexham with well over £33m...
Manager Support, Workflow Fit Drive AI Adoption
AI in the Workplace: What Separates Adopters and Holdouts. Having AI tools at work doesn't guarantee use. AI adoption depends on manager support, workflow fit, and whether workers see value in the tools. https://t.co/Gw9QttY7hv
UK Jobs Data Fix Delayed; Agency Still Unfit
Another government agency no nearer to being fit for purpose. Fix to critical UK jobs data faces further delays https://t.co/Xo7ibY3ZCw via @ft
Meloni Abandons Trump Overture to Win Italian Support
Meloni gives up on courting Trump as she seeks to gain favor with Italians https://t.co/3ACj9ch71s via @donatopmancini https://t.co/XZgA31C2R9
Toxic Bosses Haunt You Long After Work
A toxic boss doesn’t just ruin your workday, they follow you home in your thoughts.
Maximize Your Worth by Valuing Every Working Hour
Time is the ultimate constraint. There’s just only so many hours you can work and deliver your services, before you run out of time. As a result, maximizing your economic value as a professional is all about maximizing the value...
Build Emotionally Intelligent Teams for the AI Era
I’ve got a new event that is perfect for your team called “Building Emotionally Intelligent Teams in the Age of AI” Visit timelmore.com or #linkinbio for more info and to check availability.
Design Becomes the Key Moat in One‑Prompt Apps
Hoping some indie devs will gut check this… I’m building my first app that I plan to possibly sell and I keep coming back to this: When anyone can one-shot an app with a single prompt, what are the moats or diffentiators...
Deep Discovery Questions Drive Expert Founder Conversations
Founders: Discovery question depth framework: Level 1: 'Just hired 2 AEs?' Level 2: 'How long onboard?' Level 3: 'Closed anything yet?' Level 4: 'What's hardest about ramping?' Pull the thread. Don't jump topics. Your expertise shines 3 levels deep.
Blue Origin's Stock Plan Sparks Employee Outrage Ahead of Launch
Story coming in a bit on Blue Origin's new stock option plan. One person described it as "pure fucking trash," so things seem to be going well with employee morale as Blue approaches a critical New Glenn launch.
Inflation Is a Process, Not a Sudden Drop
Inflation is a process -- doesn't just drop from the sky, it has to be caused and continued https://t.co/I3TuKPlRD8