Argentina's 33% Inflation Fueled by Excess Money Supply
Argentina’s inflation comes in at a RED HOT 33.1%/yr. Argentina’s money supply (M3) is growing at 31.8%/yr. That's WELL ABOVE Hanke's Golden Growth Rate of 14.8%/yr, a rate consistent with hitting its de facto 10%/yr inflation target. INFLATION = PRES. MILEI'S ACHILLES HEEL. https://t.co/e2RFGFrSv3
2‑Year Yield Jump Signals Imminent Fed Rate Hike
The 2 year U.S. Treasury yield has risen 50 basis points in less than three weeks. It now suggests one Fed HIKE may be coming.
US and Brazil Negotiate Critical Mineral Partnership
US in talks with Brazil on critical minerals, US diplomat says at signing of Goias state deal https://t.co/zjFAOPA2pI
Buying a Business Beats Startup Hype for Profit
I’m growing a little tired of all the hype and nonsense around the word #startup... Entrepreneurship has reached a point of mass popularity... [In reality,] buying a business is the easiest way to own a profitable one." –Smarter than...
De-Dollarization Gold Theory Dead, I Remain Defensive
The de-dollarization thesis driving gold may be well and truly dead. I'm acting defensively. I have failed - once again - to internalize a theory of mind for pathological narcissists and psychopaths.
Nexstar Refuses Station Divestitures Amid Consolidation Concerns
Nexstar has not offered to make any station divestures to try to appease states concerned about media consolidation resulting from its deal to merge with Tegna, says California AG Rob Bonta.
ECB Forecasts Mild Recession With
🇪🇺 ECB's risks scenarios, including a severe shock generating a mild recession, a rise in unemployment and core inflation peaking at 4%. The latter don't include any monetary policy change as @Lagarde noted, as opposed to the staff which accounts...
Average Post Views: The Underrated Consistency Metric
What's the most underrated social metric? I'd say Average Post Views. Anyone can go viral. Anyone can make a content calendar. But can your content consistently perform? Can you routinely get views on your videos and static posts? If you wanna dig...
Think Publicly; People Must Buy Your Ideas First
If you want to get rich, you should think in public Why? Because people need to buy into your thinking before they'll buy from you
ECB's Caution Highlights BoE's Bold Move
its funny (to me) that the ECB obviously looked at the BoE statement today and thought "OK, lets not do anything THAT crazy". The BoE... making the ECB seem sensible
AI Enables Continuous Dynamic Optimization Over Static Rules
Most enterprise systems today operate on what could be called static real-time optimization. Rules are defined in advance and triggered when conditions match. This works well until the situation falls outside the rule set. At that point, performance degrades, and...
Ahrefs Rolls Out Four Powerful February Product Upgrades
In the six months since joining Ahrefs, I've documented 130+ product updates. Each month I like to share some of my favourites, so here's four from February.... (The carousel on LI has screenshots, but I've tried to attached some images here as...
Lagarde’s Mic‑drop Secures Two ECB Rate Hikes
If I heard correctly, Lagarde just talked the ECB into two hikes this year with her mic drop at the end.
Lagarde Signals Two Rate Hikes in Upgraded Outlook
Wait what ... that was a bonkers cliff hanger by Lagarde. She basically say that their *upgraded* inflation baseline, and new growth forecasts, includes two hikes this year?! While their scenarios include nothing. That basically underwrites market expectations ... as...
McDonald’s Doc Shows Marketers Storytelling Beyond Ads
McDonald’s ‘Meal Ticket’ Basketball Documentary Offers Path for Marketers With Stories Too Big for Commercials https://t.co/EJVbiQi4xA via @variety
Stunt‑Driven Guerrilla Campaign Sold Out Lingerie Overnight
Sydney Sweeney draped bras over the Hollywood Sign at 2 am and sold out a lingerie brand because of it. No paid ads, and not because she’s famous. The "controversy" was planned. The Chamber of Commerce investigation extended coverage 48+ hours...
Lagarde Leans on “Propagation” Amid Inflation Uncertainty
ECB's Lagarde is asked to be specific on inflation in a bad case scenario. Instead of Powell's "I dunno", Lagarde says: be patient, I'll expand. Longer speech on "particularly attentive to..." -- uses the magic word "second round effect" --...
AA CEO Vows AAdvantage Miles Remain Top‑valued
American Airlines CEO Just Promised AAdvantage Miles Will Stay More Valuable Than Rivals - View from the Wing https://t.co/iY7IswwqfA
Rent a Mango Tree, Get 90kg Fresh Fruit
Imagine if you own a mango tree without owning the farm.... Yes, it is possible in India. A startup in India is letting people rent a mango tree for a season and enjoy 90kg of fresh mangoes delivered to their home. The...
China Trip Chaos Deepens Beijing's Frustration with US
Chaos over China trip likely to further test Beijing’s patience US leader’s call for delay as he focuses on Iran war follows reports of growing frustration at White House’s erratic behaviour Yes, Beijing hardly views as US "in control".... https://t.co/L5evYyMnMB via @scmpnews
Seeking Team Members Who Match My Work Style
Literally I work like this so I only want to hire other people that work like this 🥲 Need an exec assistant, a video editor, a social media manager, and a graphic designer like this real bad
Monitor Stress Early to Prevent Costly Burnout
Don’t Wait for Burnout: Track Stress in Your Business Early https://t.co/llyHhxwoZ7 #Burnout isn't just an #HR issue; unchecked stress erodes business outcomes. It's expensive but avoidable: productivity crashes, quality errors, missed deadlines, increased absenteeism, turnover https://t.co/I9hKVfdVkl
Top Sellers Skip Bad Deals, Invest Where Money Lives
There are two winners in every deal: 1. The seller who won 2. The seller who ejected early and didn't waste time Losing deals is NOT the enemy. Time spent on mediocre deals is the real income killer. The highest-paid sellers don't chase bad deals....
YouTube Powers 75% of Non‑Branded B2B Research
Here's a data point that might change your strategy: YouTube drives 47B monthly visits and is one of the top sources cited by AI search. 75% of those citations come from non-branded, educational queries. That’s buyer research fuel. Here's how B2B brands should think...
Fed Diverges, Creating Clean Macro Trade Opportunity
🚨Every central bank just warned us about inflation Here's what happened this week: ↳ Fed still stuck on easing ↳ ECB and BOE market pricing in 2-3 rate HIKES in 2026 ↳ BOJ keeping its tightening bias intact ↳ SNB hinting at negative rates to...
War, Debt, and Inflation Will Cripple Growth Stocks
Growth stocks will be severely decapitated from this war. I just check some data and growth stocks valuations will get capped. Working overtime to get the data ready. It’s not as simple as just buying the dip with 1. Cost of War 2. Escalation of...
Authentic Use + Newsletter Partnerships Drive Instant Conversions
Hi hello this is why if you actually use the product/tool and you do strategic newsletter partnerships, it WILL immediately convert Authenticity factor: Your audience can feel if you're slinging affiliate crap or actually using it Anyhoo I have a great newsletter...
Lag
Have a sense this will be a hawkish presser, on balance ... difficult for Lagarde to push back against market expectations given these new forecasts, unless you take a very asymmetric view on inflation v growth risks, which they may...
VC Subsidies Sustain Bubble; Truth Unsustainable, Switching Costs Negligible
People can’t handle the truth. It isn’t sustainable. Switching costs are virtually nothing. The bubble will pop when the VC subsidies stop. https://t.co/xYlztsZ1CM
European Gas Prices Soar, Boosting US Nat Gas Asset Value
European gas is now >6x the price of US gas. US nat gas assets becoming more valuable by the day.
Germany Mulls Windfall Tax Amid Iran War‑driven Fuel Surge
Germany weighs windfall tax as Iran war drives fuel price surge https://t.co/9SNpQgvAXy via @KowalczeKamil https://t.co/YrOXXrSiVq
ECB Sees Higher Inflation, yet Hesitates to Tighten
Big plot twist for the ECB; yes their forecasts might be out of date, but the HICP fcts are reasonably punchy for 2026 ... smart move; the big question though is; why not tighten? They see materially higher inflation and...
Great Systems Require Process, Tracking, Discipline, Not Degrees
What you don't need to build great systems: - A degree in engineering - Expensive software - A team of 50 What you really need: - A repeatable process - A way to track progress - The discipline to follow it No more excuses.
Iran Conflict Threatens Chip Makers' Middle East Fuel Supply
"Iran war could cause supply chain kinks: Taiwan and Korea, top chip producers, rely on the Middle East for nearly 70% of their crude oil imports, and 20-25% of LNG imports." - BofA on AI capex
ECB Holds Rate at 2% Amid War‑Driven Risks
#ECB leaves deposit rate at 2.00% as expected. Says war poses upside inflation risks, downside growth risks. Says to decide based on core inflation, transmission strength. Says not pre-committing to particular rate path. https://t.co/9tExdmlBDB
UK's Weak Economy Meets Hawkish Bank, Outlook Grim
The UK has managed to combine the weakest economy with the most hawkish central bank. Bound to end well
No Tax Increases, $40 Trillion Debt Looms
There's zero talk of raising taxes to fund this. $40 trillion in National Debt coming soon... https://t.co/zauvCi19PA
Leading with Purpose: Authenticity Drives Real Impact
What does it take to lead with purpose and integrity? I sat down with Brent Pohlman to talk leadership, authenticity, and building real impact. #Leadership #Sales #Integrity https://t.co/SuydxN6PV7
US Foreign Policy Alienates Allies, Prompting Australian Rethink
An obvious comment on US Foreign Policy: US foreign policy is self-defeating. a. spend a year beating up on allies, threatening to take land (Greenland) from a NATO ally b. wage a trade war against your allies. Sure the tariffs were...
Flip the Script: Embed Clients in Your Agency Rituals
“We don’t adopt your rituals. You adopt ours.” That was the rule at my agency for every client engagement. Most agencies pitch “we become part of your team” like it’s a feature. It’s not. The moment you join their Slack, adopt their tools,...
US Export Sales Flat; Wheat, Soybeans Miss Expectations
🇺🇸U.S. export sales were modest all around last week with wheat and soybeans falling below all expectations. The corn volume is a bit more normal for the week historically but somewhat underwhelming in the context of 2025/26's record pace. https://t.co/3LR2fLgFuR
Cleveland Fed Predicts 3% CPI, Hikes Outweigh Cuts
The Cleveland Fed is now forecasting a 3% CPI Inflation reading for March, up from 2.4% in February. There is now a higher probability of a Fed rate HIKE (8%) in April than a rate CUT (0%). https://t.co/yoWBJBbDDN
Legacy Software Beats Modern ERP—Choose Modernization Now
Considering an ERP system? Your biggest competitor is often your legacy software. Modern cloud vendors like NetSuite and Intacct are alternatives, but the real choice is between staying put and embracing modernization. #ERP #TechModernization #BusinessSoftware https://t.co/hRCVuZop4g
Oil Spike Is Tax, Not Rally, Hits Consumers
Brent near $110. WTI at $96-103. Strait of Hormuz blocked. $XLE at all-time highs. $SPY at 2026 lows. This is not an oil rally. This is a tax on every consumer, every margin, every growth assumption. https://t.co/QUhNdfGuZ7
Europe’s Gas Crisis Sparks Powerlessness, Calls for Referendum
The problem with soaring gas prices in Europe is that it is deja vu all over again when it comes to extreme powerlessness. FWIW - It is hard to imagine Europe gets through this without a voter referendum on powerlessness. Needless to...
Grant Licenses to Producers if Export Ban Looms
If an oil export ban is coming, they should grant export licenses to anyone increasing production
US Waivers De‑Stigmatize Russian Oil, Boosting Putin
Big thanks to @Aaron_Krolik for including me in this great @nytimes story on how Russia is a major beneficiary from the sharp rise in oil prices. Temporary US waivers of Russia sanctions are de-stigmatizing Russian oil and giving Putin a...
UK Yields Surge, Highlighting Limited Fiscal Headroom
UK 2 year yield + 23bps UK 5 year yield +22bps UK 10 year yield +13bps About that fiscal headroom 🤔
Network‑Driven M&A Fuels Rapid Growth for Young Operator
Just finished a conversation with a true operator. "Being boots on the ground. Getting punched in the face."- type of guy. (As he described himself...= He scaled his firm organically from zero to $20M in sales. Then sold it to a strategic,...
Geopolitical Oil Surge Threatens India's Inflation and Rupee
Surging Crude Oil Prices: The geopolitical unrest caused Brent crude oil prices to spike past $115–$118 per barrel. As a major energy importer, this poses a significant risk to India's inflation outlook, the rupee, and corporate profit margins.