Markets Reset, Not Correct, as Macro Regime Shifts
Gold up. Oil up. Bonds down. Stocks wobbling. Dollar flat. When everything moves at once, the market is repricing the entire macro regime. That's not a correction. That's a reset. https://t.co/tyjpVcTUuH
Fujairah Resumes Oil Loadings, Prices Set to Rise
UAE's Fujairah resumes oil loadings after attack, sources say. Oil is still expected to open higher when trading resumes tonight https://t.co/PPrPe2zMLy
Leaders Boost AI Adoption by Engaging Teams in Use‑Case Design
Leaders can drive AI adoption by involving teams in defining use cases. Task groups with identifying challenges and brainstorming AI solutions for their specific organizational pain points. #AIStrategy #Leadership #Innovation https://t.co/CTf0pDNecw
Redundant Resume Uploads Waste Hours of Effort
Workday after you spend 2 hours tailoring your resume, upload it, then manually type in the same info for a job you're fully qualified for https://t.co/fgjuoIVFsO
Use AI to Redesign Your Org, Not Just Emails
Most leaders are asking: “How can AI speed up my email?” The better question: “How should AI reshape my entire org chart?” Task-level thinking produces incremental improvements. Structural thinking produces transformational ones. We do the structural thinking inside the AI Business Lab® Mastermind....
Three Essentials to Close Any No‑Money‑Down Deal
the 3 things that close every no money down deal: – capabilities (your credibility stack) – capital (the structure that deploys zero) – closing (the process that controls everything)
Goldman Sees 25% US Recession Risk as Oil Hits $100
Goldman just raised US recession probability to 25%. Oxford Economics says $140 oil triggers recession in the eurozone, UK, and Japan. Brent is at $100 and the Strait of Hormuz is still closed. https://t.co/7yjIA43hkG
Greatness Stems From Character, Not Intelligence, Through Suffering
Nvidia CEO: Greatness does not come out of intelligence, it comes from character. Character is not formed out of smart people: it is formed out of people who have suffered. https://t.co/xQN5o0hmbn
Stagnant Trust Fuels Workplace Conflict; Shared Culture Needed
Trust has stagnated in developed countries: People have lost trust in institutions and are becoming more insular. This is linked to increased conflict at work and lost productivity. The most popular solution is to facilate trust by having leaders and employers...
Israel's Occupation Devastates West Bank and Gaza Economies
Take a look at what Israel's Reign of Terror in the occupied West Bank & Gaza has done to their economies. And we don't even have 2025 data, yet. https://t.co/AruQRDwOZD
VC Automates $10M AI Startup Investments via OpenClaw
My buddy just switched over his entire VC firm ($3B AUM) to run on OpenClaw Anytime someone submits a deck on their website, it checks their LinkedIn. If their employer is OpenAI or Anthropic, it automatically asks to invest $10m on...
Australia Seeks Foreign Gas Investment Amid Middle East Turmoil
Australia is lobbying for more overseas investment in its gas resources as the Middle East conflict riles energy markets 🇦🇺💰 https://t.co/GpZPpkrjwB https://t.co/pVWyatVjys
Regional Housing Markets Shape Inflation Perceptions
I’m convinced that a lot of people’s views on inflation right now are driven by whether they live in the Sun Belt (experiencing housing deflation/disinflation) or NY/SF.
Bay Area Cyber Leaders: Secure Enterprise AI at Scale
Preparing for another round of cybersecurity roundtables next week. One of my favorite parts of the job is hearing how different organizations approach the same problem. Next stop is San Jose for Securing the Enterprise AI Factory at Scale. If you’re a...
Skipping Negative Impact Costs Wins, AI Shows
I’ve written 1,394 LinkedIn posts about Discovery. But according to the data… I still have more to learn: Last week, we released AI Skill Intelligence on a limited basis. It measures your proficiency against industry-standard revenue skills. So I ran my own discovery calls...
Historian Calls US Iran War Strategy Shoddy
Military historian Phillips O’Brien on the problems the US is facing in executing its war in Iran: "It reveals a lot of the shoddy nature of the strategic planning." https://t.co/qS1gZLapCT
This Role Paves Way to $1B+ Fund
The person who lands this role will start their own $1B+ fund in 2-3 years.
Product Teams Miss 20% Compensation without Simple Negotiation
PMs, engineers, and designers are the worst negotiators in tech. Jacob Warwick negotiates comp for Fortune 500 execs, professional athletes, and Hollywood talent. He's helped his clients secure over $1B in additional comp. And he says most product people leave...
Stocks Typically Bottom Five Months Before GDP Rebounds
As recession fears mount, remember that stocks bottom ~5 months before GDP inflects. JPMAM https://t.co/R8swcw5iFp
Poor Leadership Stalls Team Effectiveness and Success
“Many managers are poor at the paramount #leadership tasks—like instilling effectiveness in their teams, inspiring & energizing staff, holding people to account, dealing with stakeholder antics, etc. They impede their team/org. success.” 🔗 https://t.co/ysdPb3UXGz #management https://t.co/BehrKWxUii
2026’s Proven Blueprint for Fashion Dropshipping Success
How To Start Fashion Dropshipping in 2026 (The NEW Way That Works) WATCH HERE 👉 https://t.co/qGrXncGUxm Stop following outdated 2025 advice. In this 49-minute guide, I’m showing you how to ACTUALLY start a fashion dropshipping store on Shopify in 2026. Forget the...
Why a Fed Rate Cut Now Signals Trouble
My week ahead article: It Would Probably Be a Bad Sign if the Fed Cut Now – Here’s Why https://t.co/iRgDsoYaOg https://t.co/HWPl79e8Ez
Bezos Reveals Washington Post Layoffs Over Lavish Lunch
Bezos discussed the dramatic layoffs and change of direction at The Washington Post over a lunch of pecan-crusted halibut, sliced steak medium-rare, patatas bravas and sautéed vegetables. https://t.co/A4ZCdTp23E via @NYTimes
Quant Models Spot Energy Upside, Uranium Long‑Term Play
Chatted w/ @TheKEReport this weekend about the outlook for financial markets amid the ongoing war -- and what our quant models are signaling...
Turn Hiring Into an Engineered AI Process
Most companies treat hiring as a people problem. I want to treat it as an engineering problem. Opening a role, screening candidates, onboarding, tracking performance, closing out year one. Every step can be rebuilt with AI. The companies that figure this...
Alternative Fed Tightening Tools, Not Rate Hikes, Curb Inflation
FWIW while many are suggesting Fed Rate Hikes and markets are beginning to price that as well. We much prefer 1. Ending RMO 2. Addressing the uneven distribution of reserves by establishing a minimum reserve requirement to protect the high...
Choose Investors Wisely: Bad Checks Cost Control
Taking the wrong check is worse than taking no check. A bad investor will cost you board seats, control, and sleep. The cap table you build on the way up follows you the whole way.
US Now Settles Trade Deficit with Gold Exports
3rd month out of the last 4 that the US' biggest export has been gold. Only time that's happened in at least 20 years (& probably ever.) US is de facto net settling a portion of trade its trade deficit...
Physical Stores Amplify Digital Efficiency, Not Replace It
Meta CPMs up 22.58%. Google CPA up 17.25% ...and suddenly every DTC brand wants a pop-up shop. The majority of brands aren't even testing physical. They're testing Amazon and wholesale. And almost every time they look at those channels as...
Hard Conversations Are the True Test of Leadership
One of the greatest tests of leadership is having the hard conversation. Most leaders know it matters—but many avoid it, delay it, or handle it poorly because conflict feels uncomfortable.
UBS Projects 9.5% Total Return for AV by 2028
'Investors' Chronicle' p39 this week mentions UBS expectation of a 9.5% yield from #AV. for 2028, comprising Dividend payment and Share Buybacks.
Speed Wins Less Than Curiosity in Wall Street
Claude can now model discounted cash flows faster than your entire research team But here's what Wall Street won't tell you: The analysts who survive won't be the ones who can calculate faster They'll be the ones who can ask better questions Computation is...
Buy Profitable Businesses Burdened by Operational Issues
I always tell buyers that they need to find a small business that makes money and is filled with operational problems. Learn more on How to Sell my own Business? The Book is available on https://t.co/l2EObkfURN https://t.co/61RdkEGqrU
Mark Carney’s Hidden Post‑American Economic Blueprint for Canada
Mark Carney’s Post-American Economic Strategy Phew. This essay took a lot of work. The argument is simple: PM MarkJCarney has an economic strategy for Canada, it's just not obvious. I try to connect the dots for readers. https://markhamhislop.substack.com/p/mark-carneys-post-american-economic
Central Banks Delay Hikes in Supply Shocks, Await Wage Inflation
The supply shock move in Energy prices, fertilizer prices, and food prices IS a Rate hike which slows the economy and is disinflationary to goods and services that are not energy and food. A dual mandate central bank doesn't hike...
Trump and Netanyahu Drive Dollar Dedollarization Amid Iran War
Trump-Netanyahu orchestrated dollar dedollarization, debasement & devaluation in full view as collateral damage to their war on Iran, Lebanon, et al. #ByDesignOrDefault
IEA Nations Confirm Massive Oil Release, Need Hormuz Opening
IEA countries have now confirmed their contributions to our largest ever oil stock release This brings unprecedented additional volumes of oil to the market from 16 March onward. However, opening the Strait of Hormuz is vital for a return to stable...
Design for 2030 Abundance, Not 2024 Scarcity
If You're an Entrepreneur: Stop designing businesses for 2024 scarcity. Design for 2030 abundance. Assume intelligence is free, energy is unlimited, and robotic labor costs pennies per hour. What becomes possible that's impossible today?
One Story, Endless Revenue: Create Once, Distribute Forever
Disney made The Lion King in 1994.... Then they made it again in 2019 with a completely different cast. Both were massive. Same story. Different distribution. Create once. Distribute forever.
Global Economy Faces Growing Complexity and Uncertainty
Please find below the links to my weekly look at what has become a much more complicated and uncertain situation for the global economy and markets. linkedin.com/pulse/weekly-look-global-economy-markets-mohamed-el-erian-shp3e/?trackingId=vXKBwDM3QxqdFHY2kfbOrQ%3D%3D&lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BXcJdDTIXTiGfbxaVzWx6xA%3D%3D https://open.substack.com/pub/mohamedelerian/p/the-weekly-look-at-the-global-economy-372?utm_campaign=post-expanded-share&utm_medium=web #economy
War on Iran Sparks Unprecedented Supply Chain Uncertainty
The US-Israeli war on Iran, is heavily disrupting fertilizer, aluminum, semiconductor inputs, and other key industrial supplies. Supply chain expert Nick Vyas: “We have created equal if not greater uncertainty than during the pandemic.” TRUMP’S WAR = AFFORDABILITY PROBLEMS. https://t.co/zziB6qAr5L
Iran Attacks Hint at Sixth Shock, but Prices Modest
"This month’s attacks on Iran point to a sixth global energy supply shock, but the rise in crude oil prices to date does not represent a shock of the magnitude seen in earlier episodes. At $100bbl, Brent crude is less...
Oil Shock Boosts Dollar, Weakens Euro and Asian Currencies
I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it...
Speed Wins: Faster Follow‑Ups Accelerate Sales
Sun Tzu said: "Fall like a thunderbolt." In sales, this means respond FAST. If you take 2 days to follow up after a demo, your buyer takes 2 days to respond. If you respond in 2 hours, they mirror that speed. Money loves speed. Speed...
Startups Thrive in Niche Pockets of Large Markets
Small markets are good if you can be #1. Large markets contain niches that are too small for incumbents to target but perfect for startups; there's budget and people are searching for it. So, that's often better. https://t.co/8TZHTobLGs
UK January Growth Stalls; Starmer Prioritizes Russia over Economy
The UK economy showed NO GROWTH in January. No surprise. RUSSOPHOBE Starmer is too busy picking fights with Russia than fixing Britain's TANKING economy. https://t.co/Wz4vL8LULC
Virginia Adopts 12‑week Paid Family Leave Law
VIRGINIA PASSED PAID LEAVE 🎉 An employment lawyer explains how it works: ✅ 12 weeks of paid leave per year ✅ 80% of wages ✅ max $1,444 per week ✅ for birth, bonding, medical recovery, medical caregiving, DV Welcome to the club, Virginia. Some...
HR Tech Designed for a Workforce That’s Vanished
Most #HRSystems Were Built For A #Workforce That No Longer Exists @Forbes https://t.co/njIjAm4zeL #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
GenAI Bridges Divergent Multicloud APIs, IAM, Pricing
RT Multicloud != "just more clouds." It's divergent APIs, IAM models, pricing, and PaaS semantics across AWS, Azure, GCP, Oracle, and others. GenAI introduces a translation layer for configs, code, and policies. #MultiCloud @Star_CIO https://t.co/vBzM21vM14
Oil Shock Resilience Masks Sectoral Strain on Airlines, Farms, Autos
The WSJ reports: "The U.S. economy is less exposed to oil shocks today than in prior decades." But, today’s economy shows strain in airlines, farms, autos. Airlines face soaring fuel costs. Farmers face higher fertilizer prices. Rising gas prices threaten US autos. https://t.co/bOpYCs0pCD