Post‑CNY Container Surge Set to Strain US Trucking
Ocean container imports are just starting to roll in from CNY. This index tracks container at the point of bookings, which take about 3 weeks from bookings date to hit US ports. It is updated daily. In coming weeks, we will see a significant surge of containers into the ports, further pressuring US trucking markets.
Oil Shocks Fail to Stubbornly Raise Inflation Expectations
GS: Over the Past 40 Years, Even Major Oil Price Shocks Did Not Leave Long-Lasting Effects on Consumer Inflation Expectations https://t.co/8naRIKCG9F
Commodity Price Surge to Add 0.35pp Core PCE by 2026Q
GS: We Estimate That the Boost from Commodity Price Increases to Year-Over-Year Core PCE Inflation Will Peak Around 0.35pp in 2026Q4 in Our Baseline Scenario https://t.co/e4Hp5utn1j
Tariffs Inflate Costs, Threaten Jobs; Need Pro‑Growth Policies
Tariff taxes are raising costs for businesses and squeezing workers. As Governor, I want policies that strengthen U.S. manufacturing, lower costs, and create stable jobs—not add uncertainty and expenses. https://sentinelcolorado.com/nation-world/nation/trumps-tariffs-are-hurting-american-manufacturers-instead-of-helping-them/
Master the Big Picture, Accelerate Your Rise
After college I joined a $500MM+ AUM real estate private equity firm. Within just 2 years, I became a junior partner I won't deny luck played a part, but I'd like to think there was some skill involved as well Most important...
Meta Now Controls Both Human and AI Social Networks
Meta recently acquired the largest social network for AI agents. The largest human social network now owns the largest AI/Agent social media platform.
AI Boosts Job Satisfaction, Yet Increases Insecurity
The results from our latest reader poll: How has AI changed how you feel about your job? The short version: most people better about their work with AI, and yet also less secure in their role. People are also feeling more productive,...
Ceasefire Won’t Resolve Underlying Middle East Crisis
“Ending the War Doesn’t End the Crisis”: Middle East Ceasefire Risks | A... https://t.co/bDlWKuJTVz via @YouTube
Vibe Coding Risks SEO; AI‑generated Sites Fail without JavaScript
I think vibe coding is going to create a lot of these types of SEO issues
Clinician Endorsement Drives Patient Adoption of Digital Health
I found a Digital Health tool in our patient portal early in my wife's pregnancy. Even though I knew what it was, even though I literally build Digital Health tools for a living - we did NOT use it. Why? Because...
AI Firms Sprinting with Nonstop Talent Acquisitions
AI talent wars continue 👀 Dec 3: Anthropic acquires Bun Dec 8: Meta acquires Limitless Dec 29: Meta acquires Manus Jan 12: OpenAI acquires Torch Feb 15: OpenAI acqui-hires OpenClaw Feb 25: Anthropic acquires Vercept Mar 9: OpenAI acquires Promptfoo Mar 10: Meta acqui-hires Moltbook Mar 19: OpenAI acquires...
U.S. Gains Most From Hormuz Crisis, Timing Crucial
No matter how you slice it, the United States stands to gain the most from the Hormuz crisis—but keep the timeframes separate, or the picture gets muddled fast. 👇👇👇
Dollar Reserve Growth Didn't Fund US Deficit
I spend a lot of time tracking dollar reserve growth. Probably more time than anyone at the Fund. And I absolutely believe that the surge in reserve growth contributed to the rise in imbalances before the...
Middle Eastern LNG Delayed to June, Oil Hoarding Risks Rise
Middle Eastern liquified natural gas (LNG) might not come to Europe till June, and why speculative hoarding of oil is a serious concern going forward, per top shipping/energy hedge fund in shipping and energy trading A must watch
Investing 892 Hours to Automate a 30-Second Task
Currently 892 hours into automating a 30-second task I do 4 times a year It's gonna be so worth it once I get everything working
Fragmented Functions Break the Golden Thread of Results
Most orgs operate in fragments: #Strategy lives in slide decks. #Culture lives in slogans. #EmployeeExperience lives in HR. #CustomerExperience lives in CX teams. Results suffer cuz the #GoldenThread that should connect them is broken, or never existed. https://t.co/PYpZoceWYd https://t.co/eoSH7McaeF
Housing Market Unchanged Despite War, Higher Rates
No noticeable impact from the war/higher mortgage rates in the weekly housing data yet: https://t.co/f4wx5tgXQn
Late‑night Entrepreneurs, Let's Connect and Support Each Other
If you’re building a business after bedtime and a during naptimes. We’re friends now 🤝 Let's connect.🤍
Meta Partnership Ads Glitch Blocks Approved Creators
We are seeing a lot of bugs on partnership ads today in Meta land. Seeing eligible creators and already approved creators suddenly not able to publish ads getting these error messages. https://t.co/m72tEMQJeZ
College Graduates See Rising Unemployment Amid AI Boom
If Generative AI is empowering people? Why are college educated graduates having a harder time finding employment? Source: a16z via Economic Innovation Group, BLS Data. The unemployment rate for young, college-educated workers has deteriorated more so than the field, and...
Recover Missed Quarterly Sales in 30 Days
If your sales team missed last quarter’s targets Here’s EXACTLY how I’d recover the revenue in 30 days…
People, Not Just Tech, Drive Successful Digital Transformation
Transforming businesses requires more than just tech. Engage people: subject matter experts, process owners, and middle management. They hold the key to successful implementation and realizing true benefits. #DigitalTransformation #Leadership https://t.co/5RXzO4UdVQ
Multi‑Touch Follow‑Up Beats Single Touch for Deal Closure
Founders: Follow up sequence that closes deals: Day 0: Demo recap + next steps Day 1: ROI analysis Day 2: Customer case study Day 3: Implementation plan Day 4: Executive summary Day 5: Proposal Multi-touch > single follow up.
BoE's MPC Scenario Guidance Will Become a Chaotic Puzzle
Scenario guidance is going to take some getting used to. Especially when the BoE gets hold of it, and each member of the MPC sets out their own different scenarios (3 scenarios each, 9 members) 🤣
Leaders Know Much, Yet Often Silence Their Truth
Good short article by @dipietromedia about how leaders can be amazing at so many things, but fail to actually communicate (to themselves and others) what they know to be the truth: https://t.co/hjtEud9rjZ
Millionaire but Empty: Success Without Purpose Stings
The day I became a millionaire was the emptiest day of my life. The alarm didn't go off that day because I didn't set one. For the first time in years, there was nowhere I had to be. No urgent...
New 2026 Rate Outlook Recalibrated From Hormuz to DC
Latest episode of our Trading Global Macro Podcast: From Hormuz to Washington DC: Recalibrating the 2026 Rate Outlook https://t.co/SWQ3mEPyhx
Own Your Expertise, Claim Professional Sovereignty
Hi, I’m a leadership coach and professor of communication + media studies. I am a strong believer in people development, personal leadership and professional sovereignty. I help mid-career professionals “mint their currency” i.e their expertise, intellectual capital, human skills and core...
Taste Determines Tomorrow’s Authentic, Impactful Content
RT @VoxOptima The Future of Content Belongs to the Tastemakers ~ Alex Soto | https://t.co/FKtHH054Up @contently "What now separates authentic, smart content from forgettable (and sometimes regrettable) non-strategic content is taste."
ABVX Hires Entyvio Creator, Silencing CCO Doubts
$ABVX panicans were worried about a CCO hire and the company just went out & got the dude who launched Entyvio. Let's go! 🔥🔥🔥
Effectiveness Beats Likability: Why ‘Difficult’ Founders Win
When a founder is “difficult,” that means… they’re arguing every point. They have conviction. They have a deep vision for what they're building. For investors, those are all positive traits. Find out why the best founders are otherwise unemployable, why...
U.S. Relies on Canadian Manufacturing Amid NAFTA Talks
Leaving Canada high and dry could backfire, as the U.S. benefits greatly from Canadian manufacturing. We'll see how the strategy changes throughout these NAFTA negotiations. #NAFTA #trade #geopolitics https://t.co/G5bk8aSGAU
A16z Critiques Ads, Seeks AI-Driven Advertising Startups
a16z > ads are terrible. Also a16z > let us find AI ads based startups 😅
Delivery Bugs Revealed Zipline’s True Product‑market Fit
Keller Rinaudo Cliffton from Zipline thought making the drones would be the hardest part. It was only 15% of the problem. The company spent 9 months figuring out delivery for one hospital. Weeks of all-nighters. Building inventory software in a...
Europe and China Lead Global Imbalance Reassessment
The risk of an escalation in the Gulf seem reduced for at least a few days. So maybe there will be a bit of interest in my (somewhat novel) reevaluation of the relative contribution of Europe and China...
Urea Shortage Threatens 87% of U.S. Corn Output
To give a scale of the sense of fertilizer disruption: The 13.5 Million tons of Urea behind Strait of Hormuz is 1/4th of global exports. This is the equivalent of 87% of U.S. corn production. Apple 🔊https://t.co/cMO23J6a4g Spotify📽️ https://t.co/CX48AK9HEc https://t.co/a0azQFg63V
9 Minimalist Entrepreneur Commands for Lean Startup Success
I turned The Minimalist Entrepreneur into 9 Claude Code skills. /find-community — find your people /validate-idea — test before you build /mvp — ship in a weekend /first-customers — sell to 100 people /pricing — charge something /marketing-plan — make fans, not headlines /grow-sustainably — spend less...
Musk's X Becomes Anti‑Woke, Fascist Platform—Quit Now
Elon Musk took over Twitter and turned it into the anti-woke, fascist-amplifying X. There’s been debate about whether to stay since he bought it. But seeing how it’s evolved and the recent Grok deepfake scandal, there’s no good argument to stay. I...
War Hopes Nudge Fed Futures Toward Tiny Cut
The hope of a short-end to the war on Iran sees the Fed funds futures market swing back to a (small chance) of a cut this year--2 bp--. It was around 7 bp of tightening before the weekend and 61...
Redemptions Surge as Illiquid Funds Mismatch Expectations
Why are there so many redemption requests for private credit funds? Many reasons The biggest one in the wealth management space is an asset-liability-expectations mismatch in an illiquid fund structure Do you blame the advisor or the investor? https://t.co/mHPWByumnV https://t.co/ByuxkZ57Pv
Poll: Predicting TradePolicy3.0's Future at WTO MC14
#tradeXpresso: with the WTO #MC14 around the corner, let’s have a poll about the future of multilateralism in Tomorrowland. What do you see as the most likely scenario for #TradePolicy3.0? Not really sure what I mean? Click here first: https://t.co/lGxTVEATfb
Focus on Customer Problems, Not Awards, on Social Media
Most B2B brands treat social media like a press release channel. Announcements. Awards. New hires... Nobody cares about your award. They care about their problem. Write for the problem. Every single time.
Your Pricing Defines Who You Become
You are what you charge for. Charge for time → services. Charge for time well spent → experiences. Charge for outcomes → transformation. Your pricing defines your business. #PricingStrategy #BusinessStrategy #TransformationEconomy #Leadership https://t.co/5YxElo9vsy
Break Out of Echo Chambers and Grow Digital Reach
Escaping the Echo Chamber: A Whiteboard Guide to Expanding Your Digital Territory https://t.co/OJa5Sg1oQj via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #MarketingSuccess #MarketingStrategy #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
AI Makes Scalable ABM Possible Without Six-Figure Contracts
Below is THE BEST breakdown of running ABM in 2026 I've seen. No $100k/yr 6Sense contract required. With AI + new tech, every company can now run ABM at scale. Here's how it works 👇 Traditionally, ABM was reserved for...
Build an All‑Weather Portfolio for Today’s Uncertain Markets
I am at a stage in life where my main objective is to pass along to others the principles I have learned over the last 60 years that have helped me and that I think can help others. I believe...
A Simple Binary Framework for Choosing Trusted Experts
This is a very good macro framework to adopt😂 This is the 1's & 0's of which experts to trust.
Luma Uni-1 Delivers Photorealistic Ads, Outshines Nano Banana Pro
Same prompt. Same scene. Completely different intelligence. Left: Nano Banana Pro Right: Luma Uni-1 One understood the assignment. The other gave me AI slop. The tea packaging, the lighting, the skin texture - Uni-1 just gets it. Worth testing if you're making ads that...
Iran Conflict Could Ripple Into CUSMA Review
What impacts might the war in Iran have on the CUSMA review? #canada🇨🇦 #trade #canada #tariffs #energy
Own More of Winners, Not Just Find Them
a16z made a 312x return on Instagram. $250k invested. $78 million returned. In under 2 years (!) And it 𝑎𝑙𝑚𝑜𝑠𝑡 didn't matter. a16z had raised over $1B+ across its funds. At $250k checks, they'd need 12+ Instagrams just to break even. One of...