Inflation, Not Deflation, Threatens Sovereign Fiscal Stability
Basic Econ 101: Countries don’t spend themselves into bankruptcy in a deflationary environment. They run into trouble when inflation is rising and central banks lose control of the long end of the curve.
Alcohol Drinks Count in CPI Core, Not PCE Core
Today I learned that alcholic beverages are part of "commodities less food and energy commodities" in the CPI but not in "PCE goods excluding food and energy"
Choose Cofounders Wisely when Launching Your Startup
On starting a startup and why you should hand cofounders, a clip from the Exit Paradox podcast. https://t.co/piSoHxZOfT
Selling Is a Skill Set, Not a Personality Trait
"Selling is a personality trait." Biggest lie in the industry. Selling is a SET OF SKILLS. Introverts can sell. Extroverts can sell. Quiet people can sell. What matters: • Can you diagnose problems? • Can you build urgency? • Can you lead a buying process? Skills. Not personality.
Data‑Driven Reassurance Helps Clients Navigate Headline Uncertainty
2026 faces a familiar but challenging dynamic: a surge in headline-driven uncertainty prompting clients to question whether they should take action with their portfolios. 1. After a remarkable run in 2025, which included 39 record closing highs for the S&P 500,...
Physical Asian Oil Surge Forces Paper Prices Higher
My take @Fortune on oil prices: "Physical oil in Asian markets spiked past $150 a barrel; the paper market never climbed that high… The paper price will be forced to converge with the physical - and it has nowhere to go...
Structure Discovery Calls: 30‑Minute Pre‑and Post‑Prep
Founders: Block time around every discovery call: 30 min BEFORE: - Research company + individual - Identify org stage/persona - Hypothesize pain points - Prepare rapport hooks - Queue relevant content 30 min AFTER: - CRM notes + next action - Follow-up email - Materials promised
Private Equity Monopoly Inflates City Vehicle Costs, Taxes
If you love property taxes, thank a private equity exec. Private equity cornered ambulance and fire truck production and hiked prices. It turns out, I'm being told, they also did it to other specialty vehicles used by cities too. PE is...
History Reveals What Truly Anchors Price Levels
From bimetallism to the gold standard to fiat money, what really anchors the price level? Is it the monetary standard, the fiscal backing, politics, or all the above? Monetary historian Kris Mitchner joins the podcast this week to help us...
Southwest Hires Low‑ego Staff, Rejects Rude Senior Candidate
.@SouthwestAir CEO Bob Jordan at @semafor event in DC: "We hire people who are low-ego." He notes that a candidate for a senior job who did well in an interview was rude to a reception and not hired
Global Energy Shock Still Unreflected in Prices
I agree with my friend and renowned oil expert Javier Blas. The GLOBAL ENERGY SHOCK has yet to be priced in. https://t.co/jGrLu4xyby
Why Oil Can Be Both Surplus and Shortage
Oil Surplus Meets Oil Shortage: What the Heck is Going On? How can the world have too much oil—and not enough at the same time? Energy economist Ed Hirs explains. #oilandgas #iranwar #uspoli #cdnpoli https://youtu.be/u24Q9ESql1A
Thriving Companies Stay Curious, Learning From Employees & Customers
Why Great Organizations Never Stop Learning https://t.co/jnOSQiEP9D Companies that thrive are the ones that stay curious. They continuously learn about and from the people who experience the business most directly, i.e., employees and customers. #learning #leadership #learnthings https://t.co/OtTo7esXXf
Marketing Plans Must Align Engagement With Customer Journey
RT @VisionEdgeMktg 📋 Your marketing plan is an alignment tool, if it calibrates engagement to the customer journey. Otherwise, it's just a list of activities. https://t.co/OBSClokFDG #MarketingStrategy #CustomerJourney #Alignment
Tucker Carlson Blames Israeli Pressure for US Iran War
.@TuckerCarlson on the REAL cause for the US to engage in a war on Iran: “You would have to be either not very bright or under immense pressure from another country to start a war like this... We did this because...
From Stanford to Bootstrapped Comedy Empire, No VC Needed
In 2021, @zoyagarg_ had a Stanford CS degree and Silicon Valley at her feet. She walked away from all of it and built a bootstrapped family comedy empire to multi-7 figures instead. No VC. No safety net. Just vision. 🧵...
Require a Solid Business Case Before AI Adoption
“If ur board members & C-suite execs. are not insisting on a robust business case beforehand, then ur AI adoption may be doomed to squandering organizational energy & capital. AI doesn’t supplant #organizationaleffectiveness.” 📌 https://t.co/5j1dKP8sIs #leadership #management https://t.co/hCgCQxU0Ip
AI Could Shift Weeks of Tweets in Seconds
Just had to push my currently scheduled content ahead until after 22nd April (when we launch Stanley for 𝕏). That's 3x tweets a day (30x total tweets). Manually had to move all of them. Took me a good 30 min. Imagine if I could've...
Trump Announces U.S. Blockade of Hormuz Strait
President Trump made one of the most significant moves of the past year when he announced that the U.S. would blockade the Strait of Hormuz. Full analysis available exclusively on Patreon ➡️ https://t.co/9Jtz6Cei8b #iranwar #geopolitics https://t.co/pQIrU6zGT9
Most Followers Miss Your Posts, Stop Over‑Repeating
90% of your audience isn't seeing your content the first time. Most people don't see your posts, and you're stressing about "looking too repetitive."
Use AI to Build Your B2B Homepage Structure
If you’re building a B2B website right now, this is the part everyone rushes and regrets. Tomorrow I’m doing a live session on using AI to turn positioning into a homepage structure and messaging system, plus prompts and templates so...
Product Copy Can Double or Halve Your Sales
The moment you put words on your product, you either increase sales by 50%… or kill them by 50% Let’s talk about it. 🧵
Pick One Meaningful Task Daily to Move the Needle
No clarity on priorities? Try the Rule of One: focus on choosing one meaningful task per day that moves the needle.
Higher Defense Spending Increases Deficits and Debt, IMF Finds
According to the IMF’s research of 164 countries, higher defense spending worsened gov’t deficits by ~2.6% of GDP and raised public debt by 7 percentage points within 3 years. DEFENSE SPENDING = BAD ECONOMIC NEWS. https://t.co/XJxs1VYPUV
Why Anthropic Chose Coefficient Bio Over Bigger Rivals?
Reading up on the Coefficient Bio deal. I totally get the industrial logic around why Anthropic should care about drug discovery. But why this particular company? There's lots of more scaled players doing this. Can anyone educate me? https://t.co/akFVmRUaYw
Answer Cash Amount, Not Valuation, when Asked Fundraising
I had back to back convos today where I asked a founder, how much are you raising? And instead of telling me the $$ amount they’re raising, they told me the valuation they’re raising at. So if someone asks, how much are...
Panel Tackles Growing Global Current Account Imbalances
I'm looking forward to moderating this panel Wednesday on widening current account imbalances, with IMF MD Kristalina Georgieva, BOE Gov Andrew Bailey, Kristin Forbes, Adam Posen and Helene Rey.
Great Leaders Prioritize Safety by Shouldering Responsibility
Good leaders make you feel safe. They make their employees feel secure. But in creating this environment, it means taking on more responsibility. Comment “HABIT” and I’ll send you an article I wrote not the 12 habits to become a high-performing manager. I think...
Hormuz Crisis Slashes OPEC Output, Sparks Global Energy Turmoil
🎡The Hormuz Crisis Reduces OPEC Production by 7.9 mb/d 🎡Kazakhstan's Crude Production Recovers 🎡EU Dependence on Russian Gas to Increase 🎡Iran War, Hormuz & Petrodollar 🎡US Blockade of the Blockade 🎡Panic and Oil Hoarding 🎡Saudi Oil to China: Watch Chinese Inventories 🎡India to Get Iranian Oil, But...
YouTube Gifts Now Available on Horizontal Mobile Streams
YouTube is expanding Gifts to include Horizontal streams (on mobile devices). It had previously been limited to vertical streams on mobile.
83K MRR Equals $1M ARR, Attendees Surprised
A very MicroConf moment: Attendee: What does this number mean? Four people: $83k monthly recurring revenue is a million a year. https://t.co/T3JH26DOvg
Bezos Earns $80k Salary, $1.6M Perks
Amazon still pays Jeff Bezos $80k in salary—plus $1.6 million for travel and security https://t.co/qpdf4anDZC
UK Bond Market Losers Identified, Risks Explained, Solutions Offered
Posted earlier today: FYI, here’s the link to my column on who lost the UK bond market—the what, why, and so what... and also what to do about it: https://www.ft.com/content/4b258818-4935-4507-b554-bccc5fd05b66 #economy #markets #bonds #uk @financialtimes
Twitch Adds Advertiser Data‑sharing Clause to Streamer Agreement
Twitch has updated the Monetized Streamer Agreement to include new language on how it shares user data with Advertisers.
Validate Ecom Demand Fast with Ugly Site Tests
If I lost everything and had to build a profitable ecom brand by summer, here's exactly what I'd do. 1. RUN THE UGLY WEBSITE TEST. Find a competitor with a horrible site, no real ads, and photos that look like they...
Penske Supports FCC Protecting Local Broadcast Sports Ecosystem
Indy racing legend Roger Penske, winner of the 2019 Presidential Medal of Freedom from @POTUS Trump, backs @FCC Chairman @BrendanCarrFCC on “the need to wisely connect the availability of professional sports on broadcast television to the societal benefits ......
Chipotle's $4B Buyback Equals 15‑year Total
Chipotle repurchased ~$4 billion of stock in the past three years (FY23 - FY25) That's comparable to their repurchase spend in the prior 15 years (FY08 - FY22) https://t.co/mEKhK5LYEy
The Unspoken Grind: Reconciling 128 VAT Transactions
I’m still here 😅 Currently deep in my VAT return… 128 transactions to reconcile 😭 This is the part of running a business no one really talks about Not the content not the growth just… this 😂
Know the Right Time to Maximize SaaS Sale Value
Next up at MicroConf: @einarvollset on maximizing for the value you receive when selling your SaaS business. "When to sell your B2B SaaS"
Venezuela's Bolivar Plummets 84%, Calls for Dollarization
On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by 84% against the USD over the past year. VENEZUELA’S TOP PRIORITY = OFFICIAL DOLLARIZATION. https://t.co/gLHWv0eqUW
Hiring Freezes Risk Massive Experience Gaps Despite AI Hype
Your AI talent planning algorithm is common sense https://t.co/388dvPCeTb Your talent pool is running dry as you freeze hiring, cut workers and worship at the altar of agentic AI utopia. If not careful, enterprises are going to find themselves in...
States Target Sweeps, Sportsbooks, and Prediction Markets
There are 3 major categories of gaming bills still being discussed in statehouses this legislative season (a non-exhaustive list): - Sweeps bans: MD, MN, OK, TN - Sportsbook restrictions: CO, CT, MA (plus long-shot bills in NJ, NY, OH) - Prediction Market bans:...
Goldman Sachs Beats Earnings, Yet Stock Slides Amid Iran Tensions
Goldman Sachs profit jumped 19% in Q1 — but the stock dropped 3% as the war in Iran raises questions about what's ahead for dealmaking and IPOs for the rest of the year.
Time‑Boxed 5‑Phase Discovery Calls Close More Deals
Founders: Your discovery call structure in 5 phases: Minutes 0-3: Rapport (not weather talk) Minutes 3-5: Agenda setting Minutes 5-15: Discovery questions Minutes 15-25: Relevant demo only Minutes 25-30: Concrete next step Reserve final 5 min for close. Clock management wins deals.
Master Business Acumen to Double Your Sales Power
5 books that will make you more dangerous than any sales book: 1. Competitive Strategy — Michael Porter 2. The Value Equation — how ventures create wealth 3. Buy Then Build — analyzing companies 4. The Effective Executive — Peter Drucker 5. Time Really Is...
Beyond Engaged vs Unengaged: 6 Overlooked E‑com Segments
Most ecom brands segment by "engaged vs unengaged" and stop there. Here are 6 segments that most brands skip: https://t.co/SQEJtS1okC
Iran's
@ResourceTalks I mention what most people miss: that I am the only reliable source of inflation measurements in Iran. "Since the war started, the Iranian rial has appreciated about 9-11% against the dollar, and inflation is down from over 80%/yr to...
Housing Bust May Fuel Fed’s Push for Productivity Boom
One interesting cross-current in the mkt is watching the top of the housing market and the commensurate generational drag it could have on inflation. This bust could be the political capital the Fed needs to easy into a productivity boom. Notice...
Congo Miners Slash Chemicals Amid Iran War Supply Disruption
Exclusive: Congo copper and cobalt miners cut chemical use as Iran war disrupts supplies, sources say - https://t.co/5DDE1vPMdu
Become the Answer, Not Just a Keyword Ranker
It’s no longer about ranking for keywords; it’s about being the answer. With AI-powered discovery engines becoming the default, brands need to shift from publishing more content to building predictive, authoritative content systems. At Marketing (re)Focus 2026, I’ll be discussing what this...