Herbalife Issues $800M Notes, Boosts Credit Outlook
Herbalife plans $800M 2033 secured notes to refinance costlier debt and extend maturities. 78% gross margin, $253M FCF, S&P upgrade support credit. Risk: leverage. Trade accumulate on pullbacks. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Blockade Forces Iran‑linked Tankers to Abort Hormuz Passage
Some of the Iran-linked oil / refined products tankers that attempted to cross the Strait of Hormuz have either stopped or performed U-turns. The blockade, so far, appears effective. Remember, the vessels are not stopped in the middle of the strait,...
Higher EPS Won’t Offset Rising Rates and Inflation
@ferrotv @lisaabramowicz1 @tomkeene @business Regarding your bullish guest (Lisa)who says the EPS outlook has improved so stocks are inexpensive: * The small business confidence is lowest since April 2025. * Global bond yields have risen. The Fed is no longer likely to...
Lilly to Acquire CrossBridge Bio in $300 M Deal
NEW: Eli Lilly has agreed to acquire CrossBridge Bio, the Houston-based ADC specialist led by @Mykalt45 I talked with Michael Torres on his run as a first-time CEO ending with a potential $300M deal: https://t.co/PPk3ZWL5SR
Iran Mulls Temporary Hormuz Shipping Pause to Preserve Peace Talks
SCOOP: #Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a US blockade and scuppering a fresh round of peace talks, a source familiar with Tehran’s deliberations tells @BenBartenstein. https://t.co/KRuCWsRnFA
Systems, Not Prompts, Save Time and Scale
Prompts don’t save hours. Systems do. Most “power prompts” = summarize, transform, decide, explain, recall Stop collecting prompts. Start building workflows. https://t.co/rgykYi0y1n
Mastery Precedes Passion: Become Great, Then Love It
Passion follows mastery — not the other way around. The entrepreneurs who built something they love didn't start by following their heart. They got exceptionally good at something first. "Follow your passion" is how a lot of people end up broke doing...
Housing Market Slowdown Began Before War-Driven Rate Hikes
House sales were slowing even before the war sent mortgage rates higher and gas prices soaring https://t.co/rfpqU6llQd
Hedge Funds Bet Heavily on Oversupplied Grains
Hedge Funds Are Long on Oversupplied Grains Hedge funds are at their most net long in about three years despite an oversupplied grain bear market after the Iran-war bounce. My graphic highlights the potential oxymoron: managed-money net longs in corn, soybeans...
United Takeover Could Realign AA’s Competition Strategy
A United Takeover Could Fix The Biggest Problem At American Airlines — It Still Tries To Compete With Spirit Instead Of Delta - View from the Wing https://t.co/tI4Ru67wkw
Subscriber’s Gratitude Validates Free AI Resource Model
Someone just sent me this after subscribing to my newsletter... Honestly, this quite hit me. When I started this newsletter, the goal was simple: Make AI more accessible. One place to share everything: videos repos courses presentations workshops ... No noise. No hype. Just useful and often **against conventional wisdom** content,...
U.S. Lost Uranium Enrichment, Needs Domestic Revival
.@ScottNolan started his career as employee 30 at SpaceX. He left to join Founders Fund after Peter Thiel recruited him personally in 2011, and spent the next 12 years backing companies like SpaceX, Anduril, Radiant, and Crusoe Energy. The through line...
Commercial Banks Boost Lending Amid Shadow Banking Strains
"While there are cracks in the 'shadow' banking system, commercial banks are actually increasing their lending. There's no sign of a credit crunch in the Fed's weekly bank loan data." -Yardeni
SK Hynix Appears Massively Undervalued, Poised for 50
SK Hynix (@SKhynix) currently has an enterprise value around $486 billion… over the next three years I believe there’s a 60-70% chance they generate more than $486 billion of net income. With the stock trading at less than 3.5x NTM...
Your Mindset, Not Price, Blocks Higher‑price Conversions
I spent months blaming the wrong thing. The price wasn’t the problem. I was. 👇Comment POD55 to find out what actually has to be true before a higher price converts
UK 10‑Year Bond Draws Record Demand, Yields Spike
The good news for the UK: the country had record amounts of investor demand for a 10-year bond offering. The bad news: they had to offer a high premium, selling the debt at the highest yield since 2008 at 4.9%....
Iranian Oil Discount Saves China $4.6B, Negligible Impact
By the US's own figures, discounted Iranian oil saved China $4.6 billion last year, about 1.5% of its oil import bill. That's in a $20 trillion economy. Nice for a few Chinese teapots, totally irrelevant to the Chinese economy.
Multiple URLs Confuse Google—Keep It Simple
Sure, Google can handle pages with multiple URLs but why do that? Why make it harder? https://t.co/a22eUaKmFI via @johnmu https://t.co/tVJGEDAdUv
Brazil Stocks Enter Secular Bull, Not Just Rally
Brazilian equities near record inflows. The real at its strongest level in two years. First I was told this wasn’t possible. Now I’ll hear it’s not sustainable. Nothing moves in a straight line, but don’t confuse a bear market rally with the start of...
AI‑exposed Early‑career Jobs Drop 16% versus Peers
A graph of headcount trends in high AI-exposure jobs for early in career (age 22-25) annotated with big AI model releases. Among workers age 22-25, employment in the most AI-exposed occupations has fallen roughly 16% relative to the least-exposed (after...
Wells Fargo’s $36.2 B Private‑Credit Loan Portfolio Unveiled
Wells Fargo in its 1Q presentation, detailed more granularity of its private-credit exposure this morning: ➡️$36.2B of loans to private credit funds (out of $1T of loans) ➡️ 98% senior first lien loans ➡️23% to BDCs (private and public) ➡️17% software, 19%...
True Content Pillars Blend Expertise, Audience Needs, Engagement
Your content pillars are not what YOU want to talk about. They're the intersection of your: • Expertise • Audience's problems • What gets engagement If one of those is missing, it's not a pillar. It is a hobby.
Mentors Boost Career Growth: 10 Essential Benefits
10 Concrete Reasons Why Everyone Needs a Mentor at Work https://t.co/Vk9vERxDp3 #mentoring #career #lifehack #SuccessFormula
SaaS Premiums: Palantir Leads, Momentum vs Value
Most expensive SaaS stocks - where the market is pricing durable growth. Ranked by Forward EV/Sales: $PLTR Palantir | 41.9x $NET Cloudflare | 22.0x $APP AppLovin | 16.6x $CRWD CrowdStrike | 15.5x $FICO Fair Isaac | 9.6x $DDOG Datadog | 9.3x $PANW Palo Alto Networks | 8.2x $FROG JFrog...
In‑season Transfers Free NIL Cap for Fresh Talent
In-season transfers are tough, but they free up cap space for transfer portal / high school additions... How does in-season transfer activity impact how schools manage their NIL cap? This is explained in my book NIL 101: The House Settlement Get 40% off https://t.co/yBVisUkFCL https://t.co/wGeTKum079
Swap Feedback for Suggestions to Reduce Resistance
"Get out of the feedback business and into the suggestion business. You can say more, more often, with a lot less resistance just by how you frame it." - Randall Stutman (EP.497) With thanks to @AlphaSenseInc, @CanoeAI, and Ridgeline.
Two‑Month Embargo Cuts China’s Emergency Reserves ~10%
"Even a two-month embargo would only see China depleting its emergency reserves by about 10%." https://t.co/9wseXtRVym https://t.co/ZfwXR9aAGx
North American Optimism Lifts Equities, Dents USD
Optimism seen in North America yesterday was contagious. Equities and bonds higher today, and oil lower. Another round of negotiations during ceasefire? $USD extending yesterday's losses. PRC trade surplus half as large as expected. MAS tightens. See https://t.co/N1Rv2Tyaik...
US Dollar Gains as Optimism Overpowers Global Pessimism
Optimism Weighs on the Greenback: North American participants shrugged off the pessimism seen in Asia Pacific and Europe yesterday after the US-Iran negotiations broke down over the weekend. The optimism was contagious and reports that another round of… https://t.co/xjkwmLy0gV https://t.co/5ocdwj561m
U.S. Economy Remains Resilient Amid Growing Global Risks
JPM's Dimon: "The U.S. economy remained resilient in the quarter, with consumers still earning and spending and businesses still healthy. Several tailwinds are supporting this resiliency, including increased fiscal stimulus, the benefits of deregulation, AI-driven capital investment and the Fed's...
Iran's Economy Was Failing Before War, Now Deeper Decline
Don’t listen to the crazies, Iran’s economy was collapsing before the war and has only continued to fall off the cliff with the war. Islamic regime decisions have only weakened the country in every domain.
Zuckerberg's $1B Bet Yields $100B Return
Everyone laughed at Zuckerberg's "stupid" $1 Billion purchase. Now it makes more money than Uber and McDonald's combined. $100 BILLION in value from one decision. Here's how Mark Zuckerberg quietly made the best tech investment ever:
Ramp Leverages AI and Incrementality to Rethink Marketing Attribution
How Ramp is building an AI-pilled marketing team A few months ago I met Drew Pinta (he supports marketing in a growth/data science at Ramp) on one of our webinars and thought he came across as an impressive guy. Useful...
USD Slides Broadly as Iran Tail Risk Fades
USD trading down on a a very broad basis, as the market continues to price lower tail risk around Iran, despite the day to day fluctuations in spot oil prices
US Petroleum Exports Rise as Refined Product Shipments Surge
U.S. PETROLEUM EXPORTS accelerated by 0.6 million barrels per day (b/d) in March compared with the same month a year earlier as the war between the United States and Iran triggered a worldwide scramble for replacement crude and fuels. Crude...
Family Wealth Fuels Speculative Startup Funding
“He just put together a small fund and went to his family… If you’re coming from a family situation where they can afford to cut you a check for a few million dollars for something speculative, then that’s absolutely going...
Google Update Punishes Gimmicky SEO, Rewards Real Value
Google's March Core Update finished rolling out April 8th. If you vibe-coded a landing page with purple gradients, three emojis in the H1, and copy that starts with "In today's fast-paced world…" Check your traffic. Government PDFs are outranking your "AI revolution." Established...
B2B Marketers Must Stop Treating LLMs.txt as Standard
Misunderstood Marketing - : llms.txt Is Not a Standard. Here's What B2B Marketers Should Actually Do About It. https://t.co/vLp1VVuAO0
Solo Founder’s Daily Tech Stack for Side Project
My actual tech stack for building BlackTwist as a solo founder with a full-time job. No fluff. Just the tools I use every day and why.
Germany’s Subsidy Bill Swells, Growth Benefits Fade
Good Morning from Germany, where the subsidy bill keeps rising: total subsidies are set to increase from €307bn in 2025 to €321bn in 2026. Financial aid alone reaches €236bn, while tax expenditures climb to €85bn. The issue is not isolated...
Gold's Rise Shows It's No Longer Safe Haven
Gold is recovering but that's cold comfort for anyone who thinks of it as a safe haven. Gold is rising because the US and Iran are negotiating, which means it's trading like a high-beta asset, not a safe haven. All...
Blockade Aims to Crush Iran’s Economy, Force Negotiations
The goal of the blockade is to collapse Iran's export revenues and make it impossible for the regime to import anything. That should lead to deep recession, devaluation and hyperinflation. Ultimate goal is to bring the mullahs to the negotiating...
IMF/WB Summit Likely Triggers Further Oil Price Drop
The IMF/WB meetings are happening this week in DC. My best guess is that they'll be a catalyst for oil prices to fall further. A lot of people are coming to DC from across the world and will realize the...
Britain and EU Take Different Paths on Pay Transparency
Pay Transparency: Britain and the EU on Divergent Routes @Korn_Ferry https://t.co/OBH49z18YZ #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Effective Execution Is Half the Change Challenge
“Orgs. facing dire problems know they must act. Yet deciding on the right action(s) is only half the challenge. The other half is executing the decision *effectively*—and that’s a challenge in itself.” 🔗 https://t.co/JX6MTYzYmq #changemanagement #organizationalchange #agile https://t.co/rl47omZUIW
Investing: Markets Don't Return Your Affection, Valuation Matters
"The stocks we buy don't love us back". At the end of our first financial year @CapitalmindMF, I'm interviewed by @imNavneetDubey in a summary of our investing approach, how we approach markets, and our view on valuations: https://t.co/DqSkWotEiV
Shipping Surge, Iran Nuclear Pause, Israel‑Lebanon Talks Signal Hope
🔥 FINALLY SOME GOOD NEWS FOR WORLD WAR 🔥 34 ships passed through the Strait of Hormuz on 12 April. Highest since this war began. Iran offered to suspend nuclear activity for 5 years. Israel and Lebanon to hold negotiation talks in the...
AI Accelerates Business Problem Solving, Speed Is Competitive Edge
The companies falling behind are not the ones with the hardest problems. They are the ones solving them too slowly. What I see more and more is that AI is changing who gets to improve a business. It is no longer only technical...
EU's New Minerals Platform Challenges China's Rare Earth Dominance
China controls 90% of rare earth output. The EU just launched a coordinated minerals procurement platform. Geopolitics, energy transition, defense, AI chips: all competing for the same supply chain. This is not a trade story. It is a sovereignty story. https://t.co/0NssdXkSXt
One Engineer + AI Agents Replace Seven-Person Teams
Sid Sijbrandij, the co-founder of GitLab, just said: "One developer with parallel AI agents will outproduce an entire team of seven." And at his new company Kilo, that's already the standard. He has 20 engineers. Each one manages multiple AI agents across...