FSB Chair Flags Emerging Private Credit Stress Post‑Iran War
Financial Stability Board Chair Andrew Bailey warns stresses may be emerging in private credit after the shock to markets from the Iran war https://t.co/2mdmwBairp via @tomelleryrees https://t.co/R7mFsehmSi
Red Flags Emerge in Khaby Lame's $975M TikTok Deal
Exclusive: new red flags are popping up around @tiktok_us star @KhabyLame's $975M deal. Details from @dwhate & I: https://t.co/LRbQpJI28n
Agent Gideon Cohen Discusses Career Moves and NFL Insights
Longtime media talent agent Gideon Cohen of @AthletesFirst joins the @SBJ Sports Media Podcast this week We talk his career path, the decision by @M_Ryan02 to go from the @CBSSports to the @AtlantaFalcons front office and what else he's watching https://t.co/0Ac9dtoWNW
Italy's Record Deficit Highlights ECB's Debt‑Shielding Role
Italy's cash budget deficit in Mar '26 is the biggest ever, wider even than Mar '20 at the height of COVID. At the root of this lies the ECB, which is co-opted by high-debt countries and protects them from markets....
Nike Addresses Strange Shoulder Seam Bulge in New Kits
Nike PR said the company is “working quickly to make this right for players and fans.” Very interested to see what that entails.
From Kennedy’s Optimism to Trump’s Victim Narrative via Globotics
My new Factful Friday in up on (free) Substack; tomorrow on LI. 👉Kennedy’s confidence turned into Trump’s victimhood when the Globotics shocks (globalisation and robotics) hit the US middle class hard and social policy failed to help them adjust. 👉This week’s...
Delta CEO: Lower Oil Prices Won’t Cut Ticket Fares
Delta CEO Says Fares May Not Go Down Even If Oil Prices Drop, And That’s Fine https://t.co/li464FU5CB
Maximize Impact by Remixing Every Piece of Content
Too many folks think creation is a one-and-done event. They hit publish and move on. That’s a ridiculously flawed model. The real magic? It’s in the remix. Take that blog post, turn it into a thread. Take that thread, turn it into...
Policy Uncertainty and Market Risk Diverge Half the Time
Investors feel anxious. Iran. Oil prices. Volatile markets. The news feels relentless. But here's what 30 years of data shows: policy uncertainty and market risk are measured by different instruments, and they diverge almost half the time. ...
US Tariffs Are Leverage Tools, Not Deficit Fixes
1/2 Sam Lowe: "this isn’t really a tariff regime. It’s a perpetual leverage machine with tariffs as the enforcement mechanism." Exactly right. And that's why US tariffs so far have had so little impact on the US trade deficit. https://t.co/GutH5fGJ6s
Customer Success Stories Boost AgeTech Adoption
The Case Study That Closed the Deal. How sharing customer success stories can increase your AgeTech solutions adoption today. https://t.co/4Jl7TLdXSi #agetch #innovation #leadership #seniorliving #betterhealth https://t.co/tybCNdkePy
Q1 Global M&A Surges 20% to $1.3 Trillion
Global M&A: "Transaction values of about $1.3 trillion [in Q1] were almost 20% higher than the same period last year" -John Authers, BBG
Middle East Conflict Triggers 70% Butadiene Surge, Threatening Glove Supply
Middle East instability isn’t an energy crisis. It’s a healthcare supply collapse in slow motion. The market is tracking Brent Crude, but the critical failure is butadiene. This core feedstock for disposable gloves spiked 70% since the conflict began. War → Supply...
Amazon’s $200 B AWS Capex Backed by Customer Commitments
Amazon $AMZN CEO Andy Jassy just said: "We’re not investing approximately $200 billion in capex in 2026 on a hunch" ... "Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already...
PCE Inflation Data Set to Drive Market Volatility
🚨 Morning Market Rundown – April 9, 2026 🚨 PCE inflation day — this is THE key macro read for the Fed 👀 expect volatility 🗓️ Economic Events: 0830 - PCE m/m (Feb): Exp 0.4%; Prior 0.3% 0830 - PCE y/y (Feb): Exp 2.8%;...
Sling TV Launches $20 ESPN Package, Cheapest Streaming Option
The Cheapest Way to Stream ESPN? Dish’s Sling TV Debuts $20 Monthly Package With ESPN, ESPN2 and Handful of Other TV Channels https://t.co/UR2QksO1Fs
Dominate Zero‑Click Keywords to Become Google’s Trusted Source
Target ZERO-CLICK keywords strategically. Instead of avoiding keywords where Google shows the answer directly, dominate them. When people see you're the source of Google's answer, they trust you for deeper questions.
Lebanon Holds Ceasefire Fate, Tehran Exploits Excuse
Lebanon will make or break the ceasefire. (But also it is a convenient excuse for Tehran)
Wipro Announces 2026 Share Buyback Meeting Date
Wipro Buyback 2026 Coming | Buyback Meeting Date . . . .#stocks #stockmarket #ipo #buyback #trump
Cayman Islands Poised to Profit From Iran‑Dubai Conflict
The Cayman Islands is among the offshore financial centres that could benefit from Iran’s attacks on Dubai.
Google CEO Predicts Agentic Search, Admits Long-Term Uncertainty
Google's CEO envisions information seeking queries becoming agentic search while conceding the future is unpredictable beyond one year out. https://t.co/tExkqLxphP
Ask Smart Questions, Skip the Interview Mistakes
The best and worst questions to ask at the end of a job interview. https://t.co/t0WwO1NBjd #jobs #jobseekers #work #jobinterview #JobOpening
IBKR's Peterffy Pushes Institutional Prediction Markets Despite Regulation
NEW ODD LOTS It's Interactive Brokers founder and chairman Thomas Peterffy on building a prediction market for professional (institutional) investors. Lots to dig into here. Peterffy is incredibly influential in markets, basically pioneering automated trading. He's very much worth listening to when...
Ford Admits $4.8B EV Loss, Refuses Unprofitable Spending
"Ford CEO Knew the EV Transition Would Hurt, But the Reality Is a $4.8B Loss — 'We Can't Allocate Money For Things That Will Not Make Money'" https://t.co/1UM2eCDJsV https://t.co/0UFTk3eamf
Next‑Gen Family Office Members Join Elite VC Co‑Investment Club
Do you know a next-gen member of a family office that's curious about VC and wants to learn by doing, not just reading? @AlumniVentures is forming a new class of NextGen VC Club members This is a chance for...
Swap Market Predicts Brief 4% Inflation Spike, Then 3%
Inflation may reach 4% for a fleeting moment this year.. but then back near 3% in rather short order, according to the swap market. If you disagree, go out and trade it. @soberlook https://t.co/EGLX7QmA3x https://t.co/mN7udXNlCV
Oil Soars 42% While US Stocks Slip 1%
This is nuts... oil +42% since the war began, and US stocks have plunged all of 1% @soberlook https://t.co/EGLX7QmA3x Nasdaq, small caps UNCH https://t.co/8xxFActnDf
Senior UX Roles Demand Leadership, Strategy, and Advocacy
I was facilitating a leadership session recently when someone asked a question I didn't have a clean answer for. "What's the actual job? Because nobody seems to agree." They weren't wrong. Senior UX roles are often titled 'lead' or 'head of' but...
OpenAI, Anthropic Face Massive Cash Burn, Depend on IPO Funding
"Both OpenAI and Anthropic will burn through a giant amount of cash in the coming years, and are counting on their IPO investors to help buoy their businesses." -WSJ
Calculate NIL Benefits Cap Using Each Sport’s Revenue
Schools generate revenue very differently across sports, but operate under shared rules. Can schools calculate their benefits cap based on the revenue of individual sports? I walk through this in my book NIL 101: The House Settlement Currently 40% off https://t.co/yBVisUkFCL https://t.co/THFVHY32VC
AI Finds Winning Products in Minutes, Skipping Manual Research
🤯 I found 5 winning products in 10 minutes. 🔥 AI scanned for high demand, low competition. 🛠️ AI wrote ad angles for each one. 🤵 AI sourced suppliers instantly. 📦 Ready to build stores. This is crushing hours of manual research. Want the method? RT...
Buffett's Buyback Test: Cash Surplus, Undervalued Stock
Buffett's two conditions for buybacks: 1) The company has more cash than it needs for the business. 2) The stock is trading below intrinsic value, conservatively calculated. Simple test. Most companies fail the second one because management is almost always...
Reopening Hormuz Likely Messy, Iran Controls Every Barrel
RBC Capital Markets' @CroftHelima and co: "[W]e think the mechanics of reopening the Strait will be exceedingly messy, with Iran potentially having a vote on nearly every barrel that exits the waterway until Gulf countries can build more alternative access...
Ceasefire Optimism Fades; Markets Wobble Amid Israel
Ceasefires often have a troubled start and this one is no different. It is complicated by Israel's action in Lebanon. Yesterday's exuberance was exaggerated and has been pared a little. Oil firmer, equities lower, yields higher. $USD in narrow...
X Introduces AI-Driven Translation and Photo Editing
X rolled out automatic post translation and AI photo editing powered by Grok https://t.co/e942XQ7TIA #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/Y6qrxEiI7j
Tariff Rollbacks and $120bn Refunds Ease Fuel Pain
BofA: Pain at the pump but relief at the ports Tariff rollbacks and a potential $120bn in refunds could cushion pain at the pump and provide meaningful economic stimulus. https://t.co/spAE1VFK5N
Hedging Reveals Balance of Confidence, Narrative, and Action
The equilibrium between confidence, stories, and actions is never clearer than when we turn to hedging...
Private Markets Face $330B Debt Maturity Crunch by 2028
"A wall of debt maturities is looming for the private markets industry, with more than $330 billion of high yield, leveraged loan and business development company-linked software and technology debt coming due for repayment through 2028." https://t.co/tbaFKL3oym
Speak Up Safely: Observe, Report, Protect Clinical Culture
No surgeon. No anesthesiologist. One physician. Packed ED. @jessicasinghmd stabilized a critically ill patient with blood in their airway. Shift ends. The incoming physician, also an administrator, says in front of staff: "I need you to function." She reported it....
Energy Security Demands Clean Energy, Not Temporary Relief
Spoke to @trtworld last night on the Hormuz crisis. Relief ≠ resolution. Oil and gas still much above pre-war levels, 172M barrels stranded, and Iran cementing control of the Strait. The clearest lesson: energy security = clean energy. https://t.co/rbUxk8iIdl
Taleb's Smart Risk‑Taking: Barbell, No Ruin, Convex Bets
🧠 Smart Risk-Taking Principles for Traders according to N. N. Taleb: Nassim Nicholas Taleb (former options trader & author of Antifragile, Skin in the Game, The Black Swan) doesn’t preach “risk management.” He teaches smart risk-taking: survive at all costs, love...
Let Your Top 10% Shape Your Growth Strategy
Stop studying your average customers. Obsess over your best ones. Your top 10% tell you what you're doing exceptionally — not just adequately. Where did they come from? What language do they use? Why did they choose you? That's your growth blueprint. Your...
Buffett & I Reject Fed’s 2% Inflation Goal
Warren Buffett doesn't believe in the Fed's 2% inflation target. Neither do I. If the goal is "price stability," - why ANY inflation? That 2% compounded is robbing your purchasing power. Here's a thought: What if prices should actually go DOWN? Everyone...
Eight Products, Four Years: My Most Painful Lessons
I built 8 products in 4 years. Here's what each one taught me, ranked by how painful the lesson was.
France Maintains 5% Deficit Target for 2026
France to keep 5% 2026 deficit goal for now, budget chief says https://t.co/x2JgmrJesT via @WHorobin https://t.co/oEinKGqCzm
France's Lescure: Iran War's Economic Impact Remains Moderate
France’s Lescure says the economic impact from the Iran war is moderate for now https://t.co/hUDRHnjPtG via @WHorobin https://t.co/fRjzKgdDjb
UAE Oil Chief Calls Hormuz Closure “Control, Not Passage”
UAE senior oil official Sultan Al Jaber denounces the Strait of Hormuz remains closed. “Access is being restricted, conditioned and controlled,” “Conditional passage is not passage. It is control by another name,” he says. https://t.co/TFczKBO4kk
India Seeks Faster Qatar LNG Restart Amid Supply Halt
India's oil minister is heading to Qatar to ask the nation to accelerate the restart of LNG exports and for priority delivery 🇮🇳🤝🇶🇦 Qatar is India’s top LNG supplier (providing 45%). But those deliveries have halted since the Iran war started https://t.co/B7JwVxFnF3
Bond Markets Fade as Stagflation Looms with Oil Surge
Global Bond Markets were fading stock markets yesterday They "see" #Quad3 Stagflation at Oil > $75 never mind > $95 https://t.co/LTC41IObnK
Turn $50K Into 7‑Figure SaaS Exit in 6 Months
Want to grow your SaaS real fast? We took a SaaS from 120 visits/day to 120K/month in 6 months. This client invested $50K total and ended up exiting at 7-figures. Here's the exact playbook we used (no BS, just what actually worked): 🧵...