Trump's Iran Waiver Releases 140M Barrels, May Cut Prices
🟥TRUMP’S SURPRISE IRAN OIL U-TURN: 30-Day Waiver Unlocks 140M Barrels: ▪️Will IT LOWER OIL PRICES? (ask your company to subscribe) Link: https://t.co/XUVxhDoQuD
Middle East Crisis Disrupts Global Energy Distribution Networks
The Narrowing Straits: Why the Middle East Crisis is a Fault Line for Global Industry "..headlines focus on price of oil at the pump, a deeper story lies in dislocation of energy markets and the global breakdown in the traditional distribution...
Human-in-the-Loop: Balancing AI and Workforce
The Human-in-the-Loop Experience: Navigating #AI at Work @ABPsychologists https://t.co/Q7rWBniM5Y #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
New Guides Learn Rick Steves Style in Rome
24 of our newest @RickStevesEur tour guides recently reported to Rome for a week of hands-on experience to learn how to lead in the "Rick Steves style." It was my very favorite kind of tour... a mentoring tour, with me...
Resisting Bad Systems Gets You Blamed, Not Heard
Pushing back on failing systems leads to being labeled "resistant to change." Vendors then blame your team for issues, and executives trust the vendors, questioning your team's competence. This dynamic is incredibly frustrating. #ChangeManagement #Teamwork https://t.co/L7rYTJfmY4
US Attacks Iran yet Approves Its Oil Sales
So, just to be clear. 1️⃣US & Iran sever ties 2️⃣US sanctions Iranian oil 3️⃣US attacks Iran 4️⃣Iran attacks shipping cutting off the flow of oil 5️⃣The US approves the sale of Iranian oil in the US https://t.co/USz8VfvQGc
Stop Glorifying Low Pay in Conservation Jobs
Please stop romanticizing low pay in the conservation field with “well I make nothing but least I’m happy” It’s how you get less people wanting to work in conservation when you’ve normalized a generation of making $15-18/hr only ever doing seasonal...
AI Executes Full Workflows, Yet Accountability Gaps Remain
Anthropic reports that AI can now handle "entire implementation workflows." Impressive,but who is accountable for #observability, nonfunctional requirements, #DevSecOps guardrails, and #FinOps #AI https://t.co/p18hdtdbZn
US May Import Iranian Oil for First Time Since Carter
So under this OFAC licence, the US could (though probably won't) import its first Iranian oil since Jimmy Carter https://t.co/7slkt1bAxs
Hire Truth‑seekers, Not People‑pleasers, for Lasting Success
Best part of building Hedgeye from scratch in 2008? I got to pick people who wanted to be right more than they wanted to be liked. That's a rare roster
600,000 Black Women Job Losses Amid New Trump EO
Im sorry I have to say it. While you all are arguing about unimportant things, and tearing each other down. 600,000 black woman are being pushed out from their jobs. Also Trump quietly passed Executive Order 14281, this directly affects...
Profitability Remains Sole Unchanged S&P 500 Criterion
"Changes to index criteria are frequently proposed and often adopted. Since 2015, S&P has made over 20 updates to the S&P 500 index methodology, including increasing the minimum seasoning requirement in 2017 and reducing the minimum float requirement in 2019....
SAP's Turbulence: Normal Cycle or Deeper Trouble?
SAP is facing executive departures, layoffs, and significant organizational changes. Is this a normal economic cycle, or a sign of deeper company issues? In the fast-paced tech industry, even giants can face challenges. #SAP #TechIndustry #Business https://t.co/mDtcA9zEN1
One‑click Sync that Works Even While Skydiving
Every expense tool claims one-click sync to QuickBooks. But how many of them can do it in 60 seconds while you’re skydiving lol?
Trump Lifts Ban, Allows US Trade of Iranian Oil
"Trump just authorized Americans to trade Iranian oil for the first time since Clinton banned Americans from doing so in 1995." @petereharrell
CEO Reveals Secrets to Managing Change Inside and Out
Check out our new episode of Bold Names to hear a candid conversation about how a CEO navigates change management internally and externally.
Canada’s Role in Mitigating Iran‑War Energy Shortage
What can Canada do to help address the global shortage of oil and gas caused by the war in Iran? #canada🇨🇦 #canada #energy
AI‑generated Site with Every Sentence to Dominate Google
Using AI to create a website that contains every possible sentence in the world so I can rank in Google for everything 🤯📈
Building $20 Software Yourself Isn’t a Brag‑worthy Flex
Spending 3 days vibe coding a replacement for $20/mo software is not the flex y’all think it is
Trump Claims U.S. Energy Dominance Ends Hormuz Involvement
🔴President Trump talking about Hormuz Strait: “We don’t even need to be there, in that the U.S. has just become the largest producer of energy anywhere in the world.” He also questioned the role of the U.S. in the region: The...
Middle East Oil On
In just two weeks, Middle East Oil on Water has collapsed by 175 Million Barrels. "Truly staggering" - @Rory_Johnston (it's his chart). "It’s impossible to overstate the magnitude of this dislocation." 1/3 https://t.co/iYwEtzNH9E
Loud Boss Calls Taught Million‑Dollar Conversation Skills
My first boss used to take all of his calls loudly in our bullpen. It drove me nuts. Now I'm pretty sure it was the best coaching I could've gotten at 23 years old for how to have multi-million dollar conversations...
Swift Solar Buys Meyer Burger Assets, Expands US HJT/Perovskite Production
Swift Solar acquires Meyer Burger assets to scale U.S. HJT and perovskite production #energysky -- via pv magazine global: https://t.co/ecMERORz5o
AI Success Determines Next Generation CEOs and Funding
RT Recruiters are using AI. Boards are replacing CEOs faster. Startups are fighting for capital. The leaders who win will have strong AI stories and measurable outcomes. #AI #Leadership #CIO @Star_CIO https://t.co/mIefOcbMM8
Creating Tools, Monetizing, Teaching: A Positive Feedback Loop
This is fascinating. I'm building these tools that people find useful enough to pay for them. At the same time, I'm sharpening my marketing skills and ideating a full course on how to build these types of tools and how to...
Adobe Firefly Custom Models Reshape Brand Content Supply Chain
Adobe Firefly's Custom Models and the Brand Content Supply Chain with The latest new models https://t.co/qiYLZDVkia
AUDUSD Net Longs Reach Highest Level Since 2017
Another remarkable change in net-speculative positioning comes from AUDUSD. A further nudge in the net long positioning, pushes futures spec interest to the heaviest long since October 2017. A carry drive as rate forecasts pick up https://t.co/sJ0Xl2KxxD
AI Generates Complete Content Strategy, From Topics to Calendar
I built a skill for Claude Code that plans your entire content strategy — what to write, how often, and why it matters. You describe your product and audience, and it maps out topic clusters with pillar pages and supporting articles,...
UK Rates Too Tight; Cutting Interest May Avert Recession
You are not alone. "Monetary conditions in the UK are... appreciably tighter than they were in 2022, and households are under more financial strain. The Bank of England does not have anything like as much room to raise rates as...
Incumbents and Fintechs Yield Same Profit Margins
Schwab pays ~20 bps on cash. Wealthfront pays 330 bps. Schwab keeps 290 bps. Wealthfront keeps 60 bps. Craziest part -- both have ~36% net income margins. The ops heavy, extractive incumbent model and the tech powered client-aligned model converge at the same...
CIOs Must Demand Explainability, Documentation, Ownership Pre‑Production
CIOs must insist on explainability, documentation, and ownership before anything hits production. #AI #CIO https://t.co/p18hdtdbZn
Estimating Market Value for $1.5B
I’m sure there’s no desire, or rush, to go public anytime soon, clearly. But as a thought exercise, based on their current numbers: >$1.5b revenue >$250m adjusted EBITDA >10% organic ARR growth >ca$1.4T technology services TAM What do you think the public markets would pay for...
Copper Slump vs Oil Surge Signals Weak Demand
Copper just dropped 4.8% in a single session. LME inventories at highest since 2019. When Dr. Copper rolls over while oil surges, it's telling you something ugly about global demand. https://t.co/qDHoGINfEz
Trump Exits, World Left to Clean His Mess
Trump is bailing out and leaving the rest of the world to clear up his mess.
SoH Closure Slashes GDP, Boosts Oil Prices
Oil price and GDP effects of SoH closure for one, two or three quarters. https://t.co/JOzrf3rVQR
Create Self‑Running Systems, Inspire Continuous Improvement
My goal on Twitter is to help you build systems that run without you. That way, sometime in the future, your systems will inspire me to build better ones. That's a win-win.
Core Oil Earnings Track Oil Price Fluctuations
Bichler and Nizan’s latest: How the relative earnings of the core oil companies vary with the oil price. Featured in today's Chartbook Top Links: https://t.co/rSQKknEmX7
New Free Guide: Quick Answers for Selling Your Business
I have just updated our free resource page for business owners who have questions about selling a small business. Find quick answers and links to videos that go more in-depth. https://t.co/1IbWgvLJNT
Four Precise Questions Replace Generic Discovery for Founders
Founders: Stop generic discovery. Use these exact questions: What's the cost of not solving this now?" Who else is involved in these decisions? What's blocked past attempts to fix this? How would success be measured? 4 questions = complete qualification.
Monetize Services, Not Raw Markdown, for Dev Tools
For agentic systems founders and dev tools founders: People do not want to pay for raw markdown and they shouldn't have to. But they may pay for orchestration, hosting, updates, collaboration, portability, analytics, and managed execution. These can be great...
Oil Prices Surge Amid Fourth Week of Iran Conflict
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude rose in further fits and starts as the Iran War stretches into its 4th week and belligerents escalate to attacks on upstream infrastructure that have already wrought durable supply losses. Summary below, link...
AI Agents Matching Human Salaries Cut Costs Dramatically
In 2025, we predicted that 2026 would be the year agents would earn as much as a person. It’s already happening. In markets where there’s a labor shortage and an urgent need to hire people, we are seeing agents command 75%, 85%,...
2‑Year Treasury Yields Surge to Highest Since July
Yields on the two-year Treasury note are up 0.516 pp since Feb. 27, the day before strikes on Iran, to 3.893%. That’s the highest close since July. The gain over the last three weeks is the largest since May 2023 (the...
Reps Prefer Granola Over Gong and AI Summaries
keep hearing AEs rave about @meetgranola...gong is for managers (and AI summaries are just ok), granola is what the reps actually want
Fed Rate Cut Now Expected in October 2027
That is one looong blue line. A month ago, Fed fund futures were pricing in the next cut as June. This June. Now it's October '27 https://t.co/HCElEgtrLE
Shift From Deal‑Based to Process‑Based Culture
If you’re living and dying based on what’s happening in your team's pipeline this month, you’re running a dysfunctional organization. Instead, I want my team living and dying on process goals. A cause-focused culture is inherently more resilient because you can...
Sabbatical Revealed: Imposter Syndrome Was Driving My Business
For the last two years, I've been in survival mode. I just didn't call it that. Serve the clients. Pay the bills. Stay productive. Check the boxes. + I wasn't connecting to why I started this business. + I wasn't moving my own...
Global Yield Spike Persists After Consolidation, No Single Cause
yields - what a week(!) as they appear to be resolving higher after consolidating... it's a global phenomenon... not a U.S. thing, or a Canada thing, or a Europe thing... $TNX $TYX 😜 please don't blame Trump, or the Iran war, or...
7.6% S&P Dip Is Typical, Not Alarming
The S&P 500 is now down 7.6% from its January peak. Is that a lot? Not at all. This is right in line with the median correction off an all-time high since the March 2009 low. We see a decline of this amount...
Embargo Iranian Oil, Not Seize Kharg, to Open Strait
Headlines that the US is thinking about taking Kharg island are pushing up Brent (lhs) and causing stocks to tank (rhs). Taking Kharg doesn't reopen the Strait and could turn into a fiasco. Better to embargo Iranian oil and force...