
ADDITION BY SUBTRACTION: What happens when you take the MSCI EM Index and start kicking out autocratic countries with low freedom scores (eg China, Russia) and use that excess budget to load up on freer countries? You crush the benchmark. $FRDM is beating $EEM by double since launch and 3x in past year. ETF tripled to $2.6b this year. We spoke with PM @Perth_Tolle about it on the latest episode of Trillions. Check it out in link in the next tweet OR on Spotify et al.

Contact forms can be tricky if you want to share the received emails with your team: Who replied, what's the history, who is this client? That's why we've added the "Contact" module in @feedbask_com Now, it’s easy to know if a team...

“The firms are using repo-like loans from one particular investment bank to mask debt, the letter says.” https://t.co/YLQH5cPi6f

since @federalreserve starting cutting rates this cycle (Sep '24), U.S. 10-year yields $TNX have risen... the green circles show the rate cuts since... https://t.co/g34w7tO0BZ
Building Live: The OpenClaw Setup That Took My Articles from 358 to 85,000+ Views https://t.co/2AfO60Gvta
In 1973, US debt/GDP was 32%, deficit/GDP was 1%, & NIIP/GDP was +10%. There was no level of inflation & rates that could push the US into a debt spiral. Today those #’s are 122%, 6%, & -90%, & 4.8% 10y...
I'm really excited for young founders right now. If you're building with AI today, you're the yellow and red on this chart. Tiny sliver of the population. The green and the gray are the 84% of people who have never touched...
The HFT algos/CTA trend followers don't discount geopolitics very well. If @hkuppy is right, he makes a real case why active management is of ultimate importance when there is a real global change. The VIX is not mean reverting this time,...
New @ThePeelPod with @chetanp We talk Manus, the history + future of software, why incumbents should make big AI acquisitions, why investors are begging for AI companies to go public, and inside @Benchmark’s latest investing strategy. Thanks @Numeral and @FlexSuperApp for sponsoring...
You know your prospect doesn’t understand your product when they ask if it integrates with a random tool. “Do you all integrate with MailChimp?” Um… what did you have in mind…

Still thinking about @AlexH_Johnson & my pod convo about @CashApp's plan to sell its internal credit scores to third parties That the company seems to be able to manage *credit risk* reasonably effectively makes its financial crime control failures look even...
Bonds have not gotten the safe haven bid since Iran action commenced last Friday evening. $TLT - Rates still moving higher.
🚫 “No-code AI agents” is not about skipping engineering. ✅ It’s about abstracting it. This visual captures a critical shift: AI agents are becoming products assembled from capabilities, not systems engineered from scratch. Here’s the executive breakdown 👇 1️⃣ Start...
First customer: $200/month plan. Infrastructure bill: $50. Profitable in month one. Found by answering questions on Stack Overflow, GitHub, and Reddit. Joel Griffith bootstrapped Browserless to nearly $4M ARR. https://t.co/hPZB3qTqRL

You can now generate 10x the ideas. 10x the drafts. 10x the tasks. But you still have 24 hours. This workshop teaches you how to filter, prioritise, and prevent AI-generated work bloat from hijacking your week. Speed without structure equals stress. Build structure now. https://t.co/gVNd09zf1B
The story of Morgan Properties is one of those "only in America" stories -- started by a shoe salesman in 1985 putting down $1 to buy 3 suburban Philly apartment properties, and growing it into the nation's 2nd largest apartment...
From ZERO to $1B in 3.5 years. We wrote their first check at Lux… Here’s how they did it.

If a broker charges rates in line with Realtors, say 5 or 6% then they likely are trying to ‘buy business.’- How to Sell my own Business https://t.co/l2EObkfURN https://t.co/Jq7DIDeNGv
Further to what we said about the impact that the closing of the Strait of Hormuz has on the sulphur market… and therefore African copper production… Craig Tindale maps out that this is only one small piece of a giant...

In 1999-2000 Craig McCaw asked me to spend a lot of time working in the Benchmark offices on Sand Hill Road to find areas where co-investment was possible. I never learned so much, as Yogi Berra famously said, "just by...
This is exactly the type of deal I discuss in today's newsletter ... will a Paramount/WBD merged company do these smaller sports rights deals anymore? The calculus will definitely change for TNT ... https://t.co/DvKzUkqcDr
NASA may soon get a deputy administrator. Matt Anderson is before a Senate committee today. Barring surprises his confirmation in the coming weeks should be non-controversial.
If 1,000 people land on your website… How much revenue do you actually generate? Kyle Poyar , ChartMogul and ProductLed analyzed 200 SaaS & AI companies for our 2026 Funnel Report. Here’s what happens with 1,000 visitors: Freemium 1,000 visitors...
Most startups fail at hiring, not product. They scale headcount faster than they scale training. Lean teams stay small, ship MVPs, track metrics, and fix root issues with Five Whys before adding people. Amazon runs teams small enough to feed with two pizzas...

If the only way to get promoted at your company is to "advocate for yourself," congrats, you just built a popularity contest. 💅🏻

Today’s podcast discusses a theory of mine on why #mortgagerates are near 6%, with hotter inflation data and the war with Iran driving up oil prices. @housingwire @sarahteresa6 #economics #realestate #housing #chartdaddy

September 2, 2025: Russia and China sign major new gas pipeline deal March 4, 2026: Putin says Russia may halt gas supplies to Europe https://t.co/kEjAnIqyrP
After Hollywood turned on David Zaslav for being too much of a bean counter/financier, I’m sure The Town will appreciate David Ellison’s answer to being asked how many layoffs are coming w/ merging w/ WBD: “We absolutely need to rationalize the...

We're bringing back the @Ahrefs DR80+ Club. 👑 ...and we need your vote for the best t-shirt design. *Why does DR80+ matter?* DR (Domain Rating) is Ahrefs' metric for a website's link popularity. Essentially, how many high-quality sites are linking to it. This metric...
I was talking with a designer at a large heritage organization recently. He's the only UX person on the team, and he's been struggling with something I see all the time: getting product owners and business analysts to see the...
If you feel like you’re working harder than ever but your close rate isn’t reflecting it, this one’s for you. There’s a simple shift that can completely change your sales results — and most salespeople resist it. https://t.co/5Fwvx5SvKs
The impact of the Iran war on container shipping is reaching well beyond the Persian Gulf, creating ripple effects upstream at ports around the world. 1/ 🧵

Everyone is talking about ECB rate hike odds by Dec spiking to 60% from 20% BUT Fed Fund futures show less chance of 25bp cut in June than a week ago (before the Iran strikes) When do you think the Federal Reserve...
If you found my latest blog post about AEO/GEO vs SEO interesting, you should check out the companion YouTube video I just published. I cover everything in detail and provide some additional context. My video covers all of the information...
Hot take that's actually not that hot: Your customers can’t tell you what to build. I know. You've been collecting feature requests. You've got a Notion doc or a Monday board full of them. You send surveys. You read every...
Holy shit... I built an entire startup last night in one session. No team. No developers. No investors. Just me, a dinner idea, and Spine AI. Here's the full breakdown: 👇 The idea hit at dinner: What if you typed "show me all customers who...
China’s lithium supply dominance is hardly being “locked in.” Over the next decade their #1 position over demand will remain but their control over supply will diminish as assets in North America and non Chinese owned assets in South America...

Diesel prices keep surging +$.40/gallon since start of the conflict That is roughly $.06/mile https://t.co/U2lHk2MBhe
I've mentored over 500 designers at this point. Here are the top 5 common patterns that quietly stall growth from mid → senior level design positions. Some may surprise you.
It’s New 3/5: Google AI Mode recipe cards and links covered by @gregfinn, @mordyoberstein on AI Overview drop downs, @TheMarketingAnu on build to order attributes and I wrap with JavaScript SEO accessibility https://t.co/Ab4n3Z0rKc
EVERYONE'S BEARISH ON NFP - THEY MIGHT BE WRONG ⚠️4 leading indicators say the US jobs number could surprise to upside Meanwhile $NQ $ES are bleeding and $CL is surging. Here's my breakdown of it all👇 https://t.co/tPjJsIC76Y
The Goldman banker was smart enough not to let them print that he works there. The Barclays banker though... https://t.co/XQUyhDbCNS

Well well well... BlackRock marked a private credit loan at 100 cents on the dollar in Q3. By Q4, it was a big fat ZERO. Not 80. Not 50. ZERO. In 3 months. This is the second time $TCPC has done this recently....
Vacillate between goals and systems. Start with a directional goal. What systems could do that? But you learn while you execute, so the goal might change, as might the system. Etc..
#tradeXpresso: how important are #MRAs for trade expansion, export diversification and supply chain resilience? If you missed it, catch up with the latest insights from an excellent panel of experts at the @wto #TBT thematic session 👇 https://t.co/NMNgTHfYkC

Are we finally seeing AI in the productivity data? A big upward revision to earlier data and strong Q4 bring us 2.2% above CBO's pre-pandemic forecast. Annual rates: 1 year: 2.8% 2 years: 2.5% 6 years: 2.2%
RT Chaotic AI experiments feel exciting, but they're quietly burning time, trust, and budget. Without focus, governance, and integration into real workflows, "innovation" becomes noise, not value. #AI #CIO #DigitalTransformation @Star_CIO https://t.co/VtuS5rQ0ZG
"The 2.2-percent annualized rate of nonfarm business productivity growth in the current business cycle thus far is higher than the 1.5-percent rate of the previous business cycle, from the fourth quarter of 2007 through the fourth quarter of 2019, and...

Over the past 14 months, International stocks have outperformed US stocks by 27%, the widest margin since 1993-94. But zoom out. On a rolling 5-year basis, US stocks have outperformed for 15 years running. This is by far the longest stretch of US...

Why today is always the day for my biggest business purchases. Float and Discipline lesson inside. https://t.co/r6DUEVnTtI #SmallBusiness & Deal Making #SMB https://t.co/s6Y0EC0IKN