Switzerland Targets US Tariff Deal by July End
Switzerland aims to finalize US tariff accord by the end of July https://t.co/ZYi5vpcuIn via @bbenrath @fabiennekatrin https://t.co/b6wPOAMUsC
Inflation Outlook and Fed Path Discussed on CNBC
Coming up on CNBC with Kelly Evans & Steve Liesman to talk inflation and the road forward with the Federal Reserve.
Two Red Flags Mean the Founder Is Unqualified
Founders: Discovery call red flags checklist: 🚩 No clear pain metrics 🚩 Can't name decision maker 🚩 No similar tool spend 🚩 No timeline pressure 🚩 Won't share budget range Any 2 flags = unqualified.
From LA Rehab Success to Bootstrapped Bend Property Management
After doing a *ton* of successful home / small apt building rehab deals with his family in LA (his mom actually spoke at Reconvene years ago), Jonathan in now bootstrapping a property management business in Bend, OR. Really enjoying following his...
Iran's Straight Flush: Dominating the Hormuz Strait
"Iran has no cards"...except for the straight flush it happens to be holding with control of Hormuz
Fintech Funding Rises While Deal Count Plummets
Venture funding to fintech companies is up year over year so far, but concentrated into significantly fewer companies, Crunchbase data shows. Global venture funding to financial technology startups totaled $12B across 751 deals in 2026 as of April 6, per @Crunchbase...
US‑Iran Talks Stall, Markets Slide Across Board
Based on this, US-Iran talks aren't going well 👎 Markets telling same story with stocks lower, gold lower, US dollar strengthens, oil rebounds https://t.co/ZmGKsaR6y5
Voters Love Rays Stadium, Balk at Funding
Polling on the funding plan for the Rays stadium is just brutal. Even though many folks say say they'd like the idea, they don't want to pay for it. https://t.co/08hS0v9fgy https://t.co/3vnTMPbNTy
War Alone Doesn't Explain 74‑Year Low Consumer Confidence
The University of Michigan has been conducting a consumer confidence survey for 74 years (starting in 1952). The lowest reading in this history is the number out today for April 2026 at 47.6. The commentary from the University of Michigan attributes...
Margins Hit 15% New Highs, Driving Valuation Surge
Margins are also making new highs (now at 15%), which goes a long way to explain the elevated valuation backdrop. https://t.co/etb3rBke43
Supply Chain Disruptions Are Permanent, Not Temporary
"Once it's over, things don't go back to normal." The LNG facility in Qatar alone will take 3 to 5 years to rebuild Fertilizer, helium, chip supply chains are all disrupted The strait is a chokehold with no alternative route. This isn't transitory. 🎙️...
Consumer Sentiment Hits Historic Low Since 1952
“.. consumer sentiment at its lowest level since the series began in November 1952! .. undercutting the lows of all the prior eleven recessions .. the 1970s oil shock,.. the tech wreck and terrorist attacks of 2001, the GFC of...
Friend Recommendations Outperform Brand Claims via UGC
Consumer psychology shows we trust recommendations from friends far more than brand claims. UGC amplifies this by adding names and handles, making it feel like a creator's endorsement, not just an ad. #MarketingTips #UGC https://t.co/RON1r2soLB
Four Apps Share Same Backend for Amazon Masters Stream
Why does Amazon's new Masters stream feel so familiar? I took a peek behind the curtains at Augusta, where four different streaming apps now share the same backbone. https://t.co/hVG9qmA4hq
Structure Content for AI, Not Just Volume
Publishing more content won’t get you cited in ChatGPT. What does: • clear Q&A • direct, quotable answers • real insights from sales and demos Most of it already exists. It’s just not structured for AI. Teams showing up aren’t louder. They’re easier to quote. https://t.co/uStErEmEI7
True Leadership Values Patience, Not Just Rapid Responses
As leaders, we think our values are in how quickly we respond… but often, it’s in how long we can hold space without interrupting the process.
AI Agents Become Local Co‑workers, Reshaping Software Development
Claude Cowork, Mythos, and the Future of Software: my conversation with @felixrieseberg, who leads Cowork at @AnthropicAI 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42...
Iran War Far From Biggest Supply Chain Disruption
The Iran war is "the mother of all supply chain disruptions," says @DanielYergin https://t.co/ShD5cIrrGe by @EmilyRPeck in @axios In fact, it's not even close ⬇️ https://t.co/XhpGtrbJzC
ESPN Launches Star‑studded “Inside the NBA” Promo
On Sunday, ESPN is unveiling new creative from Arts & Letters to highlight "Inside the NBA" ahead of the playoffs, with @SHAQ, @TheJetOnTNT, Charles Barkley and Ernie Johnson all featured in the spots https://t.co/aiAj7lZ8L8
Blueprint for Turning Employee Understanding Into Competitive Advantage
This #book isn’t theory. It’s a blueprint for turning understanding into organizational advantage. EMPLOYEE UNDERSTANDING https://t.co/6dANPEOjGZ #employeeexperience #employeeunderstanding #leadership #culture https://t.co/9DKw08oG4l
B2 Gold Likely to Divest Versamet Stake for Buyback
B2 Gold $BTG stake in Versamet Royalties $VMET just screams to the Koala as non-core Considering the cash flow inflection anticipated in 2H 2026, really should consider alternatives there to fund a buyback perhaps Also notice Founders $FDR.V not listed on this...
Nvidia's RISC Push Signals Real Momentum for SiFive
$NVDA leaning further into RISC is what I would call real signal. Also, @GavinSBaker leading the round reflects well. SiFive is cooking. Definitely one to keep an eye on. 🚀
Consumption Near Negative Territory Despite Positive PCE
It was the combination of GDP revisions (PCE to 1.9%) & real personal consumption in Jan & Feb running at 0.6% rate. We are a rounding error away from inflation-adjusted consumption turning negative in an economy that runs on consumption....
U.S. Holds 877 Overseas Bases, Outpacing Top Five Combined
The US has an ASTOUNDING 877 foreign military bases. The next 5 countries combined are NOWHERE NEAR AS CLOSE. They only have a combined total of ~313. https://t.co/ME9OlSbtKz
Online Applications Force You to Retype Your Resume
When you apply online with your resume and the next page is 37 empty fields asking you to type it all in again
Hiring: Choosing People or AI‑Tailored Resumes?
Is hiring about finding the best person for the job or finding the best AI optimized resume?
Affordability Awakens Elite to Stark Consumer Reality
I feel like consumer sentiment is having its "affordability" moment as those at the top suddenly awaken to the reality that the world around them bears no resemblance to their own lived experience.
US Consumer Confidence Hits Record Low, Employment Near 2008 Lows
Not only did US consumer confidence fall to a record low in the latest UMich survey, but the employment component deteriorated to 41 from 52, just 1 pt from matching the lowest since 2008, via @pboockvar https://t.co/lACAKTyttL https://t.co/gblJzEGApU
MSG Sports Faces $50M Tax Hike, Split Could Raise $75M
Madison Square Garden Sports is facing a $50M+ bump to its annual tax bill with a new tax code provision set to start in 2027. Meanwhile, MSGS is exploring splitting the Knicks and Rangers into separate companies that would push...
Europe's Dependence Makes US Alliance Politically Unsustainable
Meloni can't be reelected if she sees USA as an ally. I think most European politicians faces the same reality. Therefore the break between USA and Europa is probably a done deal. However Europe can't defend itself, is reliant on energy,...
Fed Builds Detailed Tariff Dataset to Gauge Price Impact
Pro-tariff commentators: Look, we imposed tariffs and there was no fundamental change in the inflation trend line Careful Fed analysis: Our approach to assess the effects of these new U.S. tariffs on consumer prices accounts for their sequential introduction and leverages...
BEA's Next Move: Legal Services CPI Drop vs PPI
There was a large fall in CPI legal services. Now the question is whether BEA will use this in the PCE, where it would cut about-3.5bps from the core rate, or whether they will use the PPI (which they prob...
Horm
VIDEO COLUMN (2): The Hormuz question. What's happening in the world's most important oil and LNG chokepoint? Let me explain the situation in the strait, and how its shipping lines (and status) are changing, perhaps for ever. @Opinion #Hormuz #IranWar ...
War Data Reveals Soaring Inflation, Explained in Two Minutes
We just got the first hard economic data showing the effects of the war, and it shows inflation surging. Lemme take two minutes to explain what it all means while talking into a baby koala's butt. https://t.co/uYzeWmSssj
US Sentiment Hits Record Lows Across Multiple Surveys
america's not ok three separate surveys -- the umich consumer sentiment survey, the general social survey, and the gallup world happiness survey -- all put US self-reported sentiment at record-low levels https://t.co/RHx0k3LLK1
Apple Shuts First US Union Store, Union Vows Legal Fight
Apple plans to close its first unionized store, one of only two union sites in the US: https://t.co/Ghh3HZA3n4 @markgurman Union says it's "exploring all legal options and will work with elected officials and allies to hold Apple accountable."
High Oil Prices Boost Colombian Peso, Brazilian Real
We've now reached the point where commodity exporters in Latin America are up from before the start of the war with Iran. We're getting a ceasefire, but oil prices will stay elevated for a long time. That lifts the ...
Liverpool Matchday Revenue Soars 869%, Outpacing Inflation
Since the Premier League commenced in 1992/93 Liverpool's matchday income has increased by 869%, the Consumer Price Index is up by 131%. Appreciate that attendances have increased too, but by nowhere near the growth in ticket prices.
Ghalibaf Demands Lebanon Ceasefire, Frozen Iranian Assets Release
Ghalibaf says two conditions must be fulfilled before negotiations with the US begin: 1. A ceasefire in Lebanon 2. The release of Iran's blocked assets The blocked assets refer to tens of billions in Iranian oil revenues frozen in foreign banks under...
Private Credit Woes Now Threaten Private Equity
Private equity operated and thrived for decades before most investors had ever heard the term "private credit." But the two now are inextricably linked, which means that private credit's problems are private equity's problems.
Relatable Humor and Cultural Relevance Drive Betches' Success
From college blog to cultural force. At Marketecture Live III, Aleen Dreksler, Co-founder and CEO of @betchesluvthis, breaks down how Betches built a brand that women actually see themselves in. It all comes down to understanding real experiences, leading...
AI Powers 24/7 Gig and Flexible Hiring
AI elevates gig work, flexible work, and enables job-seekers to connect with companies at all times of day and night. My chat with Cliff Jurkiewicz, head of strategy at Phenom, at the company’s recent annual conference in Philadelphia. via...
Nine Rejections, One Tool That Powered the Pandemic
He applied for a U.S visa and got rejected 8 times. Finally, getting approved on the 9th try. Years later, during a global pandemic. The ENTIRE world would run on the tool he built:
Accelerate Change Quickly Without Disrupting Daily Operations
#TimTalk – Learn how to ignite change at “sprint speed” without disrupting daily operations with Rick Tucci https://t.co/SbS53PMwjG via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management #Inspiration
Tariffs and Rising Oil Prices Fuel Dual Inflation Surge
A careful look at goods prices from RBC: "beneath the surface, the ramifications of tariffs are building, and spiking oil prices will add to pre-existing tariff price pressures with both core and headline inflation rising in tandem" https://t.co/s3UBEqwL6N https://t.co/3ATUrAvoZg
CEOs Must Use Their Own Products to Spot Friction
Azure aside, every CEO should use his own products occasionally. You can endlessly debate product priorities, dollars and roadmap. But *feeling* how the product is full of friction brings instant clarity.
Founders Misjudge Their First Marketing Hire, Learn Why
Why Most Founders Get Their First Marketing Hire Wrong - https://t.co/Mv3vU7q6Xf - https://t.co/VUA6vOtz0B by Marti Willett
Hire by Outcome Data or Be Replaced
The metric defining hiring just changed. Outcome data. Predictive validity. Scientific rigor. A good DJ always knew which record would work. Now you can prove it before you play it. Adapt the standard, or get replaced by the metric itself.
Secondaries Boom Masks Private Equity’s Looming Reckoning
FT: "The private equity industry has been smashing records lately. Private equity firms are sitting on an all-time high of nearly $4tn in unsold investments. They sold assets to themselves at an unprecedented rate last year...Last year, so-called secondaries funds...
Trial and Error: Only a Few GTM Channels Succeed
20 GTM channels tried. 17 failed. 3 worked. There is no playbook. You only make the shots you take. https://t.co/OUzEhRYy98