PMIs Dominate Global Outlook as US Data Stalls
Light on US data next week but PMIs are key. These are the events to watch 👇 🇺🇸 US Jobless Claims & UMich Revisions 🇪🇺 EU - PMIs and GE IFO 🇬🇧 GBP -PMIs -Retail Sales -CPI 🇦🇺 AU -PMIs -CPI 🇯🇵 JP -CPI -BoJ Minutes
War, Volatility Premium, and Oil Shock Stress Fed
Lots of unusual stuff going on in markets right now. A war that’s tough to price, a big vol premium with VIX still in the 20s, and an oil shock putting the Fed in a tough spot. @CultishCreative and I break it...
Oil, Rare Earths, and Microchips: Modern Power Weapons
The New Weapons of Global Power Are Oil, Rare Earths and Microchips This is a classic WSJ story, very well executed concept, good insights. Good read. https://t.co/OLjtrroo6Y
European Trade Pressures Analyzed in New Spanish Article
A recent piece by Enrico Fardella and me on European trade pressures, translated into Spanish by Agenda Publica https://t.co/5AEY665Tjb
Trump, Iran Threaten Gulf Energy Targets, Raising Global Crisis Risks
TEL AVIV/JERUSALEM/WASHINGTON, March 22 (Reuters) - U.S. President Donald Trump and Iran threatened to escalate their war by attacking energy facilities in the Gulf, a potential widening of hostilities which could deepen a regional crisis and add to concerns in...
Rising Rates Push US Toward Gold Amid War Funding
Fascinating how the surge in interest rates is driving these decisions. The US will have to address this. It’s the only way it can realistically afford a war in the first place. Inflation will be unleashed. Rates will be capped. Time to step into gold,...
HR Must Shape AI Strategy for Future Success
Why HR Professionals Should Be Involved In AI Strategy Development @Forbes https://t.co/FEfG6KkIMv #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Great Leaders Stay Humble, Doing Any Job
https://t.co/brFuuliwDm 👀👍🏾👇🏾 “I’ve cleaned more toilets than all of you combined.” - Jensen Huang That’s leadership. No ego. No shortcuts. No task beneath you. The best leaders remember what it took to get there, and respect every role along the way. Stay grounded. Stay dangerous. #Leadership...
Build Community, Not Price Wars, to Double Revenue
Outdoor Voices doubled revenue from $40M to $90M by building a community around 'Doing Things'. They sold movement, not performance. Meanwhile you're competing on price in a saturated market with no identity. That's the gap.
Build Legacy with Strategic Succession Planning
𝐒𝐞𝐜𝐮𝐫𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐋𝐞𝐠𝐚𝐜𝐲: 𝐌𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐢𝐨𝐧 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 As a leader, one of the most important decisions you will face is the future of your business after you. Succession planning is not just about choosing a successor; it’s about setting...
Cloud ERPs Trade Flexibility for Convenience
Organizations unknowingly sacrifice control and flexibility for cloud ERPs. While seemingly outdated, custom on-prem systems offered adaptability that modern, off-the-shelf solutions lack. #CloudERP #TechDebt #DigitalTransformation https://t.co/LvE671u0MT
Impending LNG Shortage Highlights Energy Security Risks
The last LNG tankers from the Gulf arrive in the next 10 days. After that, many countries face a sharp drop in supply. Qatar's Ras Laffan — 20% of global LNG — could be offline for 3-5 years. Fossil fuel...
Real Product Decisions Come From Listening, Not Roadmaps
The exciting part of building a product is launching something new. The part that actually matters is what you do the week after. This week I'll be reading every comment. Watching how people use the MCP server. Fixing whatever breaks. Talking to...
Hua Guofeng Stabilized CCP After Mao’s Death
“Hua was never a popular leader, and his departure was met with a collective shrug. But the Party should be grateful: he kept it together after the death of Mao. Given how fractured the CCP was at the time…‘this was...
Ignoring Growth Shock, Rate Hikes Risk Recession
This "bet" completely ignores the negative shock to economic growth. If central banks raise rates into this, they will cause a recession. Cc @BenRamanauskas
ECB Poised to Act if War Fuels 2% Inflation Expectations
The ECB is ready to respond swiftly to signs that inflation expectations are surpassing 2% because of the Iran war, Joachim Nagel says https://t.co/rFFN40ION8 https://t.co/Eb51dA3MrT
AI Capex Boosts US GDP,
AI macro: capex adds ~0.4pp to US GDP; supply-chain winners: Taiwan, Korea, Mexico. US leads models; China scales manufacture. Risks: skills gap, geopolitics. Trade: buy Taiwan semiconductors. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Iran Rakes $2.5B From Oil Amid War
Aside the relaxation of US sanctions on Iranian oil, for Tehran the big win is the fact that >20 days into the war, it’s still exporting oil via Hormuz. At ~1.5m b/d (and assuming $85 a barrel) that’s a ~$2.5...
OpenAI Unifies ChatGPT, Codex Into Single AI Workspace
OpenAI is moving toward an all-in-one AI platform. The goal is to bring ChatGPT, Codex and other tools into a single environment and reduce fragmentation. Instead of switching between apps, AI becomes one continuous workspace. This is a shift from using AI...
Match Advice to Traction, Not Investor Hype
Most startup advice will hurt you. Raising early without traction signals weakness and kills leverage. Investors push for growth and exits, but their goals serve their fund, not your company. Before you follow any advice, match it to your stage, runway, and user...
Cross‑selling at Atour Likely Adds Little Revenue
The Atour model: cross-selling products to customers. Does this really work? I doubt it’s much of a revenue line for Ya Kun https://t.co/plm2GxOcbJ
Upvest Secures $125M to Upgrade European Banking Infrastructure
Upvest Raises US$125 Million to Modernise European Banking Infrastructure - Fintech Schweiz Digital Finance News - FintechNewsCH https://t.co/OLsvn5pOuF https://t.co/WwYH1vY8PH
China's Premier Acknowledges Trade Surplus Amid Export Surge
1/4 Bloomberg: "Chinese Premier Li Qiang has responded to growing calls from trading partners to address a rising trade surplus, with China’s exports continuing to surge in the first two months of the year." https://t.co/EMOs1RWaAX
Navigating Investor Strategies Amid Iran War Pullback
What are you doing as an investor during this market pullback from the Iran war?
AI Success Requires Business Reinvention, Not Simple Tech Add‑On
If my “repaving” you mean “reinventing “, yes. One of the challenges is that most corporate knowledge is still in someone’s head. Knowledge is far different than information. LLMs and agents can capture all the information ...
Take Control: Set Inbox Boundaries for Deep Work
Your inbox isn’t the boss—you are. 📩⚡ If constant messages are stealing your focus, it’s time to set boundaries, build smarter response systems, and protect your deep work. In this episode of Your Time, Your Way podcast, learn how to manage interruptions,...
Opening Hormuz Won’t Instantly Resolve Iran‑Trump Tensions
If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?
Even Rivals Praise Brilliant Ferrari Advertising
Even a McLaren fan Can respect a 🔥 Ferrari ad
HR Must Design for Multiple Future Scenarios
@chrismuyeche Thanks for the repost, from @HRCurator Leading change in uncertainty – how HR can design for multiple futures @TPShub https://t.co/qa2kfT1d5g #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Military-Economic Gap Delays Hormuz Response, Threatening Trade
These comments by former @CENTCOM commander General Votel highlights a disconnect between the military and economic strategy regarding the Strait of Hormuz. Attacks on shipping and the Strait were expected. When it comes to escorts, General Votel acknowledged that it can...
Post‑Deal Honeymoon: Your Biggest Revenue Leak Risk
#TimTalk – Why is the “honeymoon phase” right after a deal closes actually the highest-risk moment for a revenue leak? with Sandy Yu https://t.co/UIagNZlbZ3 via @DLAIgnite #SocialSelling #DigitalSelling #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Sales #Marketing
Build a Moat: Master Four Essentials for Survival
Most companies will die in the next 12 months Unless they have: 1 Distribution Ownership 2 Reputation Capital 3 Taste Curation 4 Network Orchestration I made a guide to master these + build a moat around your business. Comment MOAT + I'll share it. Follow me...
Money Supply Growth Exceeds Target, Fuelling Pakistan Inflation
#PakWatch🇵🇰: Pakistan's inflation is 7.0%/yr. Pak's money supply (M3) is growing at 15.1%/yr. That’s above Hanke's Golden Growth Rate of 11.5%/yr-13.5%/yr, a rate consistent with hitting Pakistan's inflation target of 5%/yr-7%/yr. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/x28UBeLyKl
Modi’s Calm Highlights India’s Strategic Autonomy Advantage
While the US and Israel escalate, Modi plays it cool. INDIA'S STRATEGIC AUTONOMY = A WINNING HAND. https://t.co/T87Vj30GN9
Trump's Exit Forces Vance to Accept a Deal
By the time Trump is out of office the desperation will make this point moot. Vance will have no choice but to accede to a deal.
Civ V Players Excel at Business Planning Skills
Its not Simcity, but business school students who were good at Civ V also turn out to be better planners, organizers, and problem-solvers in this small experiment. https://t.co/WGbAboe8kx
Built a Better Democracy Newsletter After Media Failure
When legacy media failed democracy coverage, I didn't complain — I built something better. Democracy Docket: 400,000 free subscribers. 60,000 paying members. Built for readers, not corporate owners. We're growing. Join us. https://bit.ly/4r9A45t
Treasury Yields Spike, Curve Uninverts, Signaling Rate Hike
2-Year, 3-Year Treasury Yields Spike, Flip to Rate Hike. Yield Curve Uninverts. Government Sold $606 Billion of Treasury Securities this Week as the Borrowing Must Go On. Whiff of turmoil in the bond market as inflation fears moved to the front...
Google Trims Headlines, Pushes Clickbait Style
Google is getting aggressive on headline rewrites and they seem to ratchet up the clickbait. Look at the change in headline from @verge "I used the ‘cheat on everything’ AI tool and it didn’t help me cheat on anything to "Cheat on...
Hiring Doesn't End Racism; Bias Persists After Employment
“If it was racism, how did you get hired?” Because discrimination doesn’t start and stop at hiring. It shows up in who gets support, who gets opportunities, who gets pushed out, and who gets protected. Getting hired doesn’t mean racism isn’t...
Give Founders Concrete Feedback, Not Vague “High Bar” Excuses
The worst feedback to give a founder is "our bar is high, and therefore we are going to pass." That doesn't define your bar and it doesn't give any substantive feedback to the founder. Founders are way more resilient...
Policy Failures Echo 1970s: Oil, Inflation, Endless Wars
The stupid sonofabitch wanted to make it the 1950s again and we’re ending up in the 1970s: - Oil shocks crushing Americans at the pump, - Inflation eating Americans’ paychecks, - American solders sent to fight pointless wars with no plan. https://t.co/7iRuS28mfB
SAP Integrates Internally Better than with External Systems
SAP's integration within its own product suite (Concur, SuccessFactors, Ariba) often surpasses its ability to connect S/4HANA to third-party manufacturing or WMS systems. Connecting external systems can be more complex. #SAP #EnterpriseSoftware #Integration https://t.co/HG0QdQlN6i
Middle East War Expands Threat to Global Supply Chains
This, from Bloomberg, illustrates how the Middle East War threatens a widening set of global supply chains. (On Monday, the FT is scheduled to post my column on a separate global risk that has yet to receive sufficient attention: the likely...
Oil‑Yen Link Signals Bigger Carry‑trade Risk
Everyone is watching oil in dollars. Almost nobody is watching oil in yen. That's where the real risk is. If Japan panics, the carry trade unwinds again — and this time it won't be a two-day event. I laid it all out on CNBC...
Authenticity Outperforms Volume in B2B Social Selling
The Signal in the Noise: Why Authenticity Beats Volume in a B2B World by @Timothy_Hughes https://t.co/R9Dh5IspY2 @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Leadership #PublicRelations #PR #Marketing #MarketingSuccess #MarketingStrategy #MarketingTips
Iran's Qatar Attack Fuels US LNG Demand Surge
Iran’s attacks on Qatar’s LNG export plant could be one of the biggest tailwinds yet to the fast-growing US LNG sector 🇺🇸 🚢 🇹🇼 Taiwan said it plans to buy more LNG from the US from June 🇧🇩 Bangladesh is exploring...
Yahoo's 2005 Acquisition of Flickr Marks Early Photo‑Sharing Takeover
#ThisDayInTechHistory. March 21, 2005. Yahoo announces that it will acquire the popular photo service Flickr. #Technology #Takeovers #History https://t.co/GxEp7H0Jm9
Trump Demands Iran Open Hormuz Strait in 48 Hours
TRUMP GIVES IRAN 48 HOURS TO OPEN STRAIT OF HORMUZ=== this ain't no tariffs deadline