Analyst Urges Patience as Verizon's Earnings Mask Future Growth
Read @jeffKAGAN Industry Analyst comment in this piece on @Verizon performance... Despite many analysts predicting Verizon’s future performance under Schulman’s leadership, industry analyst Jeff Kagan said in a press release that the company’s most recent earnings report does not reflect how it will grow over the next few years. “It has been quite a while since Verizon has shown strength, and investors are understandably impatient to see improvement,” said Kagan. “We need to give him (Schulman) the time and space required to build momentum and get the ship moving in the right direction again,” he added. ARTICLE: Verizon CEO shifts gears after 2.25 million customers depart https://t.co/46W6NrgNPr @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analystrelations #wirelessanalyst #telecomanalyst #tech #technology #techanalyst #technologyanalyst #pr #publicrelations #pressrelease #marketing #ceo #cmo #caio #column #columnist #keynotespeaker #speaker #ces26 #ces2026 #mwc26 #mwc2026 #mwc @nabshow #nabshow @att @attnews @attbusiness @verizon @verizonnews @verizonbusiness @tmobile @tmobilenews @tmobilebusiness @comcast @xfinity @comcastbusiness @xfinitybusiness @spectrum @spectrumbusiness @charternewsroom @altice @alticebusiness @cox @coxbusiness
Oil Spike Overblown, Prices Set to Fall Soon
Bessent says too much is being made of the run-up in oil prices from Iran's retaliatory measures to U.S.-Israel strikes, claiming coverage of the risks around the Strait of Hormuz is being amplified by anti-Trump media bias and is part...
Wall Street Funds Right‑wing Attack on Trump Housing Bill
Here’s the Wall Street funded right wing culture war attack against a Trump supported bill banning private equity from buying housing. https://t.co/LDJ27H9soj
Higher Rates, Free Market, Not Fed Cuts, Win
There's going to be a lot of people complaining this week when the Fed doesn't cut rates. Let them. It's the right decision. In fact, interest rates should be much higher than where they are today. The free market should...
Uncertainty Means Losing Trust in Your Work’s Value
What we think uncertainty means: Not knowing which jobs will replace the current ones. What it actually means: No longer knowing whether your current actions have any economic value.
Private Credit Crisis Erases $265B Market Value
Private credit default rate just hit 5.8%. Apollo down 41%. Blackstone down 46%. Blue Owl down 66% from peak. $265 billion in market cap erased. This is not a headline. It's a crisis. https://t.co/Am5fwWlQPj
Hormuz Closure Threatens Oil, Gas, Fertilizer, Food Security
Former CIA analyst Larry Johnson on the GLOBAL IMPACT of the STRAIT OF HORMUZ: "You’ve now closed off 20% of the world’s oil supply, 25% of the world’s liquid natural gas, and 35% of the world’s urea... There's going to be...
Stop Blaming Time—Use Free Tools to Prioritize
“I'm too busy, I don’t have time.” 24 hours: Free A calendar: Free A notebook: Free Phone timer: Free One clear priority: Free 60 focused minutes: Free How about you stop blaming time and start using it?
AI Adoption Soars, Governance Lags Behind in APAC Finance
Adoption Accelerates but Governance Lags: 61.2% of APAC Finance Firms Run AI in Production @Money2020 data: 61.2% live deployments, 35.3% exploring, 3.5% not adopted. Generative + agentic AI moving beyond chatbots into unstructured data analysis, customer conversations, autonomous tasks. Risk: bias...
Shell Exits South Africa, Selling 600 Petrol Stations
Farewell Shell, this marks the end of their petrol stations in South Africa. 🇿🇦 Shell will be selling their downstream assets, which includes a network of roughly 600 petrol stations across the country.
Avoid Impulsive, Overconfident, Glory‑Seeking Decision Makers
Impulsive, overconfident, not thinking things through, being vulnerable to manipulation, and an overarching thirst for personal glory are terrible attributes in a decision maker.
Gas Prices Surge 25% in Just Two Weeks
National average of gas prices is up 73 cents since the war started 15 days ago (middle panel), or 25% (bottom panel). https://t.co/NhhuStQnOD
Practical AI Guide: 24 Laws for Everyday Professionals
Psyched to share our latest One Vision Podcast episode with @technicallymims , where we chat about his 2026 book “How to AI,” a practical guide aimed at the 90% who aren’t early adopters. We discuss the book’s “24 Laws of...
True Leadership Means Growing People, Not Chasing Numbers
We become a leader the day we decide to help people grow, not numbers. Video from Chick-fil-A Next 2025, in conversation with Chief Legal Officer Lynette Smith
Premium Weekly Macro Outlook with Top ETF Rankings
(Premium) "The Lyons Share Weekly Macro Market-3/16/2026" is up: https://t.co/z9lrJd3OYf… Includes our short & intermediate-term outlook & portfolio allocation, analysis/key levels on the 50 most important charts in the world plus rankings of the top 1000 ETF's
Marketers, Not Engineers, Drive Today’s Billion‑Dollar Brands
The (lazy) narrative: "agencies are dead" The reality: good marketers will get VERY rich — Building a product used to require a ton of capital, years of engineering or R&D, and a team you probably couldn't afford. (Trust me. I built a VC-backed tech...
Fed Must Erase 12% Excess Inflation Before Rate Cuts
The Fed should not even think about cutting rates again until the 12% additional inflation we've had since January 2020 above the 2% trendline is erased. There's no point in having an inflation target if you're not going to adhere...
Intuit Speeds up Buybacks, Halts Exec Stock Sales
Intuit is accelerating the pace of its stock buybacks and ending scheduled stock sales by its senior management team to help shore up its stock https://t.co/zit9LMXDW5 via @WSJ @waldensiew
Consumer Spending Now Driven by Top 10% Earners
This is 100% completely unsustainable as a society. Nearly 50% of all consumer spending now comes from the top 10% of earners. The bottom 80%? Their share keeps falling. This is why the economy can look strong in the data while millions of people...
Swiss Overstaffed, Offering Large Severance to Flight Attendants
SWISS is overstaffed by hundreds of flight attendants, and is offering employees a significant amount to resign. If there aren't enough volunteers, layoffs could happen as well. Here's what's going on. https://t.co/C8Gj1GnP2Z
Fertilizer Prices Surge 35%, Fueling Food Inflation
Fertilizer prices have moved up to their highest levels since October 2022, rising 35% YoY. About a third of global fertilizer supply passes through the Strait of Hormuz. This will drive food price inflation higher in the coming weeks/months. Video: https://t.co/pOPRl50mmA
Workplace Environment and Incentives Drive Advisor Satisfaction
What ACTUALLY Makes A Difference In Advisor Satisfaction? Senior advisors occupy a uniquely high-impact role within advisory firms and develop portable skills. For firm owners, the challenge is not merely recruiting this talent… but also creating an environment and incentives...
Markets Stay Calm on 5-Year Inflation Outlook
Market relatively sanguine about longer term inflation. 5 year, 5 year forward inflation swap showing no angst despite crude elevating front short-term swaps https://t.co/b8Po5HE6EV
Pixar-Style Ads Boost Client Performance – Get Workflow
Pixar-style ads are crushing for my clients right now. I created a workflow to get you started, plus ad examples. Like and comment "AI slop" for access. https://t.co/3xxn0NUqub
From AlexNet to ROSS: My 2014 Journey
me since 2014 after learning about alexnet and founding ROSS at the university of toronto:
Dollar's Rise Is Modest; Will Fall Post‑war
The Dollar has risen against the G10 (lhs) and against EM (rhs), but - once you factor in that this shock is at least 3 times as big as Russia's 2022 invasion of Ukraine - it's trading quite soft. We're...
Trump Claims Paramount-Discovery Merger Already Finalized
Looks like Trump already views Paramount's acquisition of Warner Bros Discovery as a done deal based on this infographic he shared on Truth Social https://t.co/xUKYoMv9hq
Turn March Madness Alumni Data Into 50+ Sales Meetings
I've booked over 50 meetings from my March Madness template since starting it. And you can scale it with Sales Navigator. 68 different universities make the tournament. Odds are, at least one of your prospects went to 1 of those schools. Zero sports knowledge...
Mocking NATO Leaves America Isolated, Leadership Lost
You know how we say in Ukraine: now Trump has to eat the mess pie he was baking for others. You either support alliances, respect your friends and their interests, coordinate with them and thus benefit from partnerships with countries close...
First Non‑EU Fiscal Response Signals Upcoming Continental Action
First fiscal response out the block; tiny mind, but I suspect continental governments will not be far behind, as will the EU. Important for the ECB's reaction function too.
One Overachiever Can Undermine Team Productivity
This one is for all the owners, leaders, ceos, founders and managers … how one productive person can destroy all the productivity and many look the other way will always surprise me .. I “get it” cause often it’s not...
Iran Conflict Deepens Fed Rate Split, Fuels Inflation Worries
Fed officials were already before divided the Iran war over what to do about rates. Now the conflict threatens to entrench those positions and make it even harder to reach a consensus "Both sides are going to be able to say...
China Risks Belt‑Road Investments as US‑Israel Iran Conflict Escalates
"China Has a Lot to Lose in the U.S.-Israel War on Iran," my latest in @WSJ @WSJopinion The U.S.-Israel war against Iran isn’t only reshaping security and the balance of power in the Middle East. Its stakes are also high...
Embargo Iranian Oil, as Missed Russian Embargo Cost War
The big mistake the West made in 2022 was to not embargo Russian oil. That would have spiked oil prices further, but Russia's economy would have imploded and it likely wouldn't still be waging war in Ukraine. The lesson for...
Mark‑to‑market Loans Inflate Fund Equity, Lower Risk Weighting
Funds typically mark to market their loan portfolios and their debt, likely resulting in a significant difference in reported values and actual equity. As a reminder, loans to funds from large banks typically have a lower risk weighting than if...
China’s 90% Model: Subsidized Exports Decimate Global Competition
𝐓𝐡𝐞 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐃𝐞𝐬𝐭𝐫𝐨𝐲𝐢𝐧𝐠 𝐆𝐥𝐨𝐛𝐚𝐥 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐢𝐞𝐬 For three decades, I have advised over 50 Chinese companies and served on Chinese boards. I have watched American, German, and Japanese companies struggle to compete with Chinese imports. What they face is not competition. It is...
ChatGPT Isn’t Replacing Google Search, Despite Hype
I guess ChatGPT isn’t killing Google search after all. (We knew that, but I still see posts on here and IG saying this daily)
Trump Urged to Welcome Chinese Investment in U.S. Manufacturing
Trump Should Be Open to Chinese Investment in U.S. Manufacturing Private Chinese capital is being locked out of mutually beneficial opportunities. https://t.co/gKtY0mscVo
US, China Push to Seal Trade Talks Before Summit
US, China seek to wrap Paris talks on managed trade, agriculture deals for Xi-Trump summit Managed trade, tough sell in many quarters... https://t.co/XXu7CtHIdB
Trump Threatens Xi Summit Delay without Chinese Hormuz Aid
Trump Floats Xi Summit Delay If China Doesn’t Help in Hormuz “Head of state diplomacy plays an irreplaceable role in providing strategic guidance to China-US relations,” he added, without specifying a timeframe for the leaders’ meeting. https://t.co/2UjmNtyIUW
Alibaba's AI Star Lin Junyang Abruptly Exits, Sparking Talent Concerns
Lin Junyang, a technical lead behind turning Alibaba's Qwen into one of world’s most popular open-source AI model series, has left the company in a sudden departure that rattled China’s AI sector and raised questions about talent retention inside one...
LEG Merger Arb Spread Swells to 18% Amid Turmoil
$LEG merger arb is getting juicy. Deal is non-binding. Spread now ~18%. Spread went from ~6% → 18%, mostly on recent mkt turmoil. Mgmt gave $SGI long DD access, cancelled the conf call, and multiple execs just got CoC bonuses. Downside ~10% if...
Run AI in the Cloud, Not Just on Laptop
Hot take: If your AI only works when your laptop is open, it's just a fancy calculator. I moved my daily competitor tracking tasks to MuleRun. It comes with a 24/7 cloud VM. It finishes the work while I'm sleeping. Saving...
Cutting Marketing Won’t Fix Rising CAC—Fix Selling Friction
“The CAC isn’t clearing. We need to cut marketing spend.” I’ve heard that line more than once. On the surface it sounds rational. CAC is rising. Attribution dashboards look weak. So marketing must be the problem. But most of the...
Enterprise Valuation Remains Uncertain Amid Tech Turbulence
A wise man poetically described it as the “time bounded valuation of an enterprise” Who knows with MacroHard and human emulation not to mention terrestrial data centers, it’s hard to know what to wear in the morning let alone how...
Adobe CEO Exit Sparks AI Product Hiring Surge
🚨 Hiring Signal: Adobe Adobe’s CEO of 18 years, Shantanu Narayen, is stepping down. Leadership transitions at this level almost always trigger executive reshuffling and strategic resets. Expect hiring demand in: • AI product leadership • product strategy • executive program management Action: If you want to work...
White‑collar Roles Face Highest AI Disruption Risk
Question for your Monday meeting: "An OpenAI co-founder just showed white-collar pros are most exposed to AI disruption. If we applied that to our org, which roles are highest-exposure? Are we training them, or hoping nobody notices?"
Buyers Get Mastermind, Sellers Receive Limited Bundle Offer
Two Opportunities for Business Buyers and Sellers. Mastermind for buyers and a special seller bundle offer (limited availability) https://t.co/oABZ6O8WSb https://t.co/PC78ONM0nA
Neighbor Releases $2 Bn Frozen
This is from the end of December. Was this meant to lure Iran into negotiations? ran says $2bn of frozen assets released by neighboring country https://t.co/miz6slNXAM
Warsh Delay Helps Him, Harms Powell Amid Oil Shock
“Interestingly, any delay in Warsh’s confirmation is a gift to Warsh and a curse for Powell as the Fed now faces the challenge of managing yet another supply side shock with a president that views rate cuts as the answer...