NBIS Holds $1.3B in Future Customer Pre‑Payments
"$NBIS is not getting customer Pre-Payments." Just because they didn't announce it doesn't mean they aren't. Clues are in the balance sheet. $1.6B in deferred revenues. $1.3B of that is non-current, revenues that won't be recognised in the next 12 months. Customers paid $NBIS $1.3B for services that will be delivered in 2027.
Stories Sell; Feature Lists Make Investors Tune Out
Most startup pitches fail for one reason. Founders list features while investors hear 850 pitches a year and feel nothing. Story works better because the brain runs it like a flight simulator, letting investors rehearse the customer’s struggle and win. Show the world...
War Stalls UAE Gold Trade, Pushing Prices Down
Gold and Silver are down in what is a very interesting move in how the war is changing markets. In Gold, UAE is one of the largest importers (#1 in 2024, $105bn) and exporters (#2 in 2024, $78bn) of gold...
Restructured Deal Paves Path for DirecTV‑Dish Merger
EchoStar's restructured agreement with Dish DBS unit creditors could clear the way for another attempt to combine DirecTV with Dish's video business. @Light_Reading https://t.co/mfCCgX4u8a
Accountability Means Understanding, Fair Expectations, Not Micromanagement
Holding people accountable means understanding them and their circumstances well enough to assess whether they can and should do some things differently, getting in sync with them about that, and, if they can't adequately do what is required, removing them...
Prioritize Fresh Creative, Precise ROAS, and Margin‑based Budgeting
You don’t need weekend plans. You NEED to: • Launch net-new creative concepts (not iterations) • Pull your 7-day ncROAS, not blended • Spend 7-10x AOV before killing a creative • Move losing ads into a Zombies campaign • Audit your creative angles, not just...
Ecom Founders Spot Systems; Others Blame Luck
Everyone when they see a successful brand: 'They got lucky.' Ecom founders when they see a successful brand: 'What system did they build to make that repeatable?' Different mindset. Different perspective.
Markets Flip: From Rate Cuts to Rate Hikes
2 days ago, markets were still pricing in a (diminishing) bias towards imminent rate cuts. Now we are pricing in a (small) bias towards imminent rate hikes. Folks were not paying enough attention to the rise in the Fed's own inflation...
Oil Must Hit $138 for Recession Odds over 50%
How high does oil have to get for recession probability to top 50%? $138. That's the average answer in our latest survey of economists, who generally see an increase in inflation but little impact on growth from the Iran war....
Ecolab Nears $5B Acquisition of CoolIT Systems
SCOOP: Ecolab is nearing a deal to acquire data-center cooling company CoolIT Systems from KKR for between $4.5 billion and $5 billion. $ECL https://t.co/1tDHzEKlYQ
Global Fossil Fuel Markets Fuel Domestic Energy Insecurity
Energy insecurity starts here. Fossil fuels are traded through systems where price is influenced not only by supply and demand, but by conflict, sanctions, and speculation. That means households and utilities can face higher costs even when local production remains...
US Debt Surges to $39T, Bond Market Turns Edgy
Bond Market Gets Edgy as US Treasury Debt Hits $39 Trillion, Spiking by $2 Trillion in 7.5 Months and Not Slowing Down. But debt doesn’t exist in a vacuum: The Debt-to-GDP and Deficit-to-GDP ratios provide (ugly) context https://t.co/0XZ6rkEoI5 https://t.co/ZYPLRQgVkY
Shift Your Mindset, Not Your Script, for Sales Success
Most prospecting challenges aren’t really about what to say—they’re about how you’re thinking going into the conversation. Sometimes the biggest shift isn’t in your script… it’s in your mindset. Build a Stronger Sales Mindset in 10 Steps https://t.co/iFAnhMWh7e
Growth Rate Focus Reveals Early Signals for Product Switch
Another advantage of focusing on growth rate rather than absolute numbers is that it makes it easier to switch to a new variant of the product if you discover one. It makes it easier to see tails that will eventually...
Personal AI Agents Pose Massive Data Leak Risk
If a personal agent works "on your behalf," it has your agency. That means it sees every file, email, and system you do. One bad extension is all it takes to leak the "crown jewels." Is the risk worth the reward?...
Build Your Pipeline Daily: 2 Hours, No Excuses
Pipeline generation isn't a quarterly sprint. It's a daily discipline. 2 hours every single day. No exceptions. No excuses. Your future self will thank you when everyone else is scrambling and you're closing deals from seeds you planted months ago.
Show Core Price First, Then ROI, Then Discounts
Founders: Your deck should have these 3 pricing slides: 1. Core pricing (what you tell everyone) 2. ROI justification (why it's worth it) 3. Special" pricing (10-20% off core) Never show special pricing first. Makes negotiation way easier.
Fed Underestimates Pre‑war Inflation, Mislabels Risks
New at THE OVERSHOOT: The Fed is Misreading the Inflation Risks https://t.co/NIh6rJDQhK Inflation was getting worse *before the war* across a broad range of categories. Yet Fed officials are still blaming "one-time things". https://t.co/xbrposAsbQ
January New‑home Sales Plunge to Lowest Since 2022
Temporary Freeze or Deeper Chill? New home sales fell sharply in January to 587K (vs. 722K expected), marking the slowest pace since Oct 2022 and the steepest monthly drop since 2013. https://t.co/W9Fwrwtvjb
June ECB Rate Hike More Likely than April
ECB sources suggesting they could hike in April, but if it goes that far I think June is more likely. ECB meeting: 30 April Consumer Expectations Survey (27 March, too early) Survey of Professional Forecasters (4 May, but they’ll get hints) Corporate Telephone...
ECB Officials Hint at Possible April Rate Hike
ECB officials see possibility of rate hike at April meeting https://t.co/p0GjFZzqz2 via @jrandow @Alemrome https://t.co/WN1EPwWl0Y
B2B Marketing Meets Generative AI in Smart Conversations
Smart Conversations by Ian Howells: A Must-Read Book on Where B2B Marketing Strategy Meets Generative AI https://t.co/UnC81GtcYd
Bearish Pressure Threatens Previously Bullish Deal Market
The best news may be in the rearview... Bears encroach on bullish dealmaking market https://t.co/Gc2v7KSjbQ
Cerebral Valley Show Explores Future of Innovation
The Cerebral Valley Show https://lnkd.in/e8mdEjnq with Max Child and James Wilsterman
Dollar's Short-Term Risks vs Long-Term Strength
The U.S. Dollar: Short vs. Long Term Watch Full Video on YT ➡️ https://t.co/vgIHgyjagj #usd #useconomy #geopolitics
Cybersecurity Talent Shortage Requires Sustainable Long-Term Pipeline
Cybersecurity talent is in high demand. But the real challenge is building a sustainable pipeline. With only 14% of organizations confident in their cyber skills, we must start treating cybersecurity as a long-term strategy. https://t.co/LM4JRaOLzk
Meta's Slow Rollout of Ad Spend Allocations Sparks Doubt
Meta is rolling out per ad spend allocations. Very slow roll out - do you think this will be useful or is it providing people more than they need/will use? https://t.co/x2ezS2RsvK
US, Allies Push De‑Escalation as Iran Escalates; Hormuz Closed
The US and its allies are making a concerted effort to de-escalate the oil/gas war, having witnessed that Iran was willing -- and able -- to climb the escalation ladder very quickly. To be seen whether Tehran plays ball. Whatever the...
China's Actions Could Cripple Global Fertilizer Supply
As with fuel, so with fertilizers. If maintained, China will remove a major global fertilizer exporter (second largest in 2024) from the market already slammed by the closure of the Straits https://t.co/ecZOLrSkBL
Stagflation: Prices Rise While Economy Slows
By the way, this is what stagflation feels like. Prices are going up, even though the economy is slowing down. It’s the worst economic indicator.
Deel Unifies Worker Lifecycle on New Platform
We just wrapped The Big @deel 2026 - and this one felt different. 🚀 Today is also Deel's 7th birthday. 7 years, 40,000+ companies, $22B in payroll processed. This year we connected every stage of the worker lifecycle into one platform. Here's...
Tina Turner's Music Rights Switch to Pophouse
Tina Turner's music rights have switched hands for the second time in five years. 2021: Turner sold catalog + NIL rights to BMG for $50M 2026: Pophouse bought majority stake from BMG Pophouse launched the ABBA Voyage show in London. Let's see what...
Align with Real Conversations, Not Just Fresh Keywords
If Reddit ranks above you, check the publish date. In 62% of cases we reviewed, the top thread was 2+ years old. It’s not freshness. It’s alignment. Google trusts pages that: • match conversational intent • answer follow-up questions • include multiple perspectives Quick win: Add an FAQ section...
BoC Holds Rates; War Fuels Rising Inflation
Bank of Canada won’t be cutting rates anytime soon. Inflation is rising because of the war 🇮🇷
Celebrating 7 Years of Team-Driven Global Impact
Deel turns 7 today 🎉 It’s a moment to pause and reflect - not just on how far we’ve come, but on the people who made it possible. What started as a simple idea - to make it easier for anyone to...
ECB Predicts Inflation Peaks at 6.3% by 2027
ECB sees inflation peaking at 6.3% in 2027 under severe scenario https://t.co/dHGmN1t9Cw via @weberalexander https://t.co/tdjWSfPgLG
Mearsheimer Warns Iran Is a Formidable Strategic Opponent
Distinguished Prof. John Mearsheimer on Iran’s strategy: “When you listen to Hegseth and Trump talk, they talk about the Iranians like they’re a bunch of country bumpkins and we’re the strategic geniuses...I think that's not the case…we are up against a formidable...
US Skips Crude Export Ban, Eyes Refined Limits
*US WILL NOT IMPLEMENT CRUDE EXPORT BAN: POLITICO ... OK, so how about refined products? I've been saying up 'till now that they're going to be tempted to restrict trade, but that I thought they'd be more likely to restrict refined products...
Iran Conflict Threatens Global Energy Summit, 47‑Year Tension
Iran war looms over global energy summit @CERAWeek it's "been brewing for 47 years," says historian @DanielYergin, whose own career rose alongside energy geopolitics. https://t.co/MsWAVCPXhv via @axios
Fed's Data Focus: Charles Payne Analyzes Decision-Making
Will the Fed look at the data? — #charlespayne and I break it down https://t.co/qyX222T1qM #powell #dimartinobooth #economy
FTC’s Missed Block on Meta Reveals Bigger Risks
After my Supernatural report last month, I chatted with former FTC Chair Lina Khan to talk about why her agency’s failed attempt to block Meta’s acquisition mattered. Critics mocked the case at the time but hindsight is 20/20. https://tinyurl.com/5ae6xhjd
Asian Demand Drives Premium Oil Bids, Not Manipulation
Why is everyone assuming CL manipulation and not just occam's razor that asian markets need oil and they cant access landlocked wti as easily and are all bidding up whatever is accessible even if at a significant premium
Polymarket Odds Mirror 2‑year Yield on 2026 Rate Cut
The Polymarket odds of "no rate cut in 2026" continue to generally track the 2-year yield https://t.co/VY0P2eN1XO
European Leaders Assess Middle East War Costs in Brussels
Europe counts the cost of Middle East war as leaders meet in Brussels https://t.co/Uw7ebXs3sG via @suzannelynch1 https://t.co/4He3c2iNMm
Regulators Demand More Data on Union Pacific‑Norfolk Southern Merger
US regulators are seeking additional information about Union Pacific’s proposed takeover of Norfolk Southern, an unexpected hurdle for the rail industry’s biggest-ever deal https://t.co/YELIEDfiKf
Food Inflation Fuels Political Instability, Threatening the Poor
15 years ago, the New England Complex Systems Institute looked at the relationship between food inflation and political instability. I can't emphasize its relevance now as inflation in everything is trampling those at the bottom. https://t.co/Wg5XzDJZAk https://t.co/Se3PcLw0YI
VIX Plunge Signals Rising Market Complacency Amid Stress
$VIX: 27.85 on March 13. 21.51 now. A 6+ point collapse in one week while oil trades near $100, the Fed just held, and private credit is cracking. Complacency doesn't announce itself. It just shows up in the $VIX. https://t.co/QOUSwv6YZ0
DOJ Refuses Politically‑motivated Fast‑track on Paramount‑Warner Deal
DOJ Will ‘Absolutely Not’ Fast-Track Review of Paramount-Warner Bros. Deal for Political Reasons, Antitrust Chief Says https://t.co/sQogt9Eyeq via @variety
AI Cuts Weeks of Research to Days, Boosts Adoption
This AI runs 100s of customer interviews overnight while you sleep. No scheduling. No transcripts. No $1,000/interview fees. Frank AI cuts 6 weeks of customer research down to 3 days. Traditional interviews cost $500–$1,000 each. @hifrankai does it for a fraction of that. At...
ECB Baseline Obsolete as Markets Price Adverse Inflation
🇪🇺 Unfortunately for the ECB, and despite the staff best efforts to use a later-than-usual cut-off date, their baseline scenario looks instantly obsolete. Market pricing for inflation is already consistent with the adverse scenarios. The main question is about indirect effects....