Private Credit Funds Deliver Half of Promised Returns
Morgan Stanley's private credit fund: investors wanted 10.9% out. They got 5%. Cliffwater's $33B fund: investors wanted 14% out. Got 7%. Private credit is a roach motel. $MS https://t.co/O3sy5yijmT
U.S. and Israeli Policies Breed Predictable Blowback
Wrong, it's not an 'ancient and rampant evil.' It's blowback and the tragic and predictable result of U.S. and Israeli foreign policy. Can we stop pretending that our actions have no consequences?
Monopolies Hurt Workers Too, Not Just Consumers
Right now Meta is planning layoffs of 20% of its staff. We're starting to learn that monopolies aren't just bad for consumers and communities, but bad for the workers who serve them. Silicon Valley is more than the executives. https://t.co/Lsni5EJDAa
AI‑Driven Bossware Undermines Productivity, Needs Downtime
In the @nytimes, @loracorkelley reports on the rise of “bossware,” technology managers use to monitor employees. The phenomenon has been around for years but is now being super-charged by AI. It can take many forms, including monitoring keyboard strokes and even pauses. As...
Iran’s Yuan Demand Threatens Petrodollar, Ships Bottlenecked
Did the Greek tanker owner pay in Chines yuan? What will Iran’s payment demand mean to the petrodollar? And the quantity of ships stuck in the Strait?
Iran's Warning Threatens UAE Ports, Strait Oil Flow
Iran telling civilians to get out of UAE ports. After the attack on Kharg. What will it mean to maritime, the Strait, and oil?
Core Services Inflation Spreading Across over Half of Categories
Further proof we have an inflation problem, even before Iran. Core PCE services (ex-housing) shows more and more broadening out of higher prices. Proportion of 105 categories with 3%+ y/y inflation Dec '19: 26% Jun '22: 69% Jan '25: 53% Jan '26: 59% https://t.co/nA65sTTb6A
Redbird Execs Considered Buying Washington Post in 2023
Redbird’s Gerry Cardinale and Jeff Zucker expressed interest in buying Washington Post in 2023, per @nytimes: https://t.co/v5fCZ26uuf
Sales Success Depends on Behavior, Not Technology
The “Future” of sales isn’t a technology; it’s a behavior by @Timothy_Hughes https://t.co/OrOnzPSz5w @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Marketing #Leadership #MarketingStrategy https://t.co/npvWM1zFBU
Software Debt Maturity Wall Threatens PE Firms Amid Rate Hikes
A $40B software debt “maturity wall” is about to hit at the worst possible time. -Higher rates -AI destroying valuations -Growth slowing All my PE-backed company friends are nervous because they know what comes next…and it will impact everyone https://t.co/VgLWpfUArt
Tariffs Fail to Boost Manufacturing Jobs, May Reduce Payrolls
"One thing becoming clear: tariffs on foreign imports didn't result in an increase in manufacturing payrolls (and may have directly resulted in the opposite)." 🙀 https://t.co/zvrbKgPxg3 https://t.co/h5DLBYPjf6
How One Small Team Generates $30M Revenue
There’s a in Hampton who runs a company doing $30m in revenue with very few employees He did a screenshare showing the tools he uses to make it happen. https://t.co/DAT3MWSdKe
IEA Warns Hormuz Crisis Could Trigger Historic Oil Disruption
‘The largest supply disruption in the history of the global oil market’: IEA’s take on the Hormuz crisis https://t.co/H9zKo9tCi4
Banks Need Creativity to Build Identity and Loyalty
Walking through Wynwood in Miami, you quickly realize something. Creativity drives attention. It creates identity. It builds loyalty. Too many financial institutions still look and sound the same. I explore why that’s a problem in this episode. Watch it here:...
US Lifts Anti-Dumping Duties on 13 Italian Pasta Brands
"The US Department of Commerce has cut anti-dumping duties on 13 Italian pasta brands following an investigation into alleged export undercutting, Italy's Foreign Ministry announced." https://t.co/2KrLcSuyUY https://t.co/7S8ssbunhj
Risk‑Off Signals Rise, Yet Core Market Levels Hold
Today felt like a textbook risk-off session. Weak GDP revision. VIX back above 20. Short-term breadth rolling over. Dollar up. Rates pushing toward 4.3%. Oil surging. In CHART THIS I walk through what’s actually changing — and what isn’t. Six viewer questions. Clear levels. No drama. Watch...
Own the Business: Report Bad News Immediately
“We only give a couple of instructions to people when they go to work for us. One of them is to think like an owner. And the second one is to just tell us the bad news immediately.” – Warren...
Essential 2026 AI Agent Guide for CIOs
RT If AI agents are on your 2026 roadmap, this definitive guide to 50+ enterprise agents (what they do, where they fit) is a must‑read for CIOs and CDOs. #AI #CIO @Star_CIO https://t.co/jLE8sizbgZ
Spotify Partners with SeatGeek for Live Event Discovery
Spotify and SeatGeek teammed up to let users discover live events tied to the artists they listen to. Personalized recommendations and notifications surface events across Spotify, directing users to SeatGeek’s platform to compare options and purchase official tickets. Participating venues include SeatGeek’s...
Effective Delegation Boosts CEO Revenue by 33%
CEOs who delegate well generate 33% more revenue than those who don’t. Step 3 of calendar triage: hand off what doesn’t require you. https://t.co/NSN09jpDaQ
From SaaS to RaaS: Pricing Shifts Toward Outcomes
Most companies still sell software. The future pays for outcomes. SaaS pricing is shifting through three phases. And if you’re not explicit about which phase you compete in, someone else will decide for you. Phase 1: SaaS You sell a...
Buying a Business Costs Less Than You Think
How Much Money Do You Actually Need to Buy a Business? The answer is simpler—and more realistic. https://t.co/1vSKngieRj #SmallBusiness & Deal Making #SMB https://t.co/8co8xWB3QJ
Fed Independence Now Secured by Courts, Not Norms
The Fed won a sweeping court victory Friday. But the fact that it needed one tells you everything about how much has changed. The unsealed filings are something else—the Fed catalogued 100 Trump attacks on Powell and told a court...
Ahrefs Launches Free API Access for All Plans
Holy ship. 🚢 Genuinely never thought Ahrefs would do this. API access is now available on all plans. No extra fees. 🥳 It's something I always wanted as a customer, and I had no involvement in this going live, so my surprise...
From SKOs to Pickleball: Reviving Human Sales Skills
I spent the first 3 months of this year doing SKOs/keynotes for SDR/AE teams. Now that the seasons is over here is my focus is for the next season. 1. Pickleball Yeah we're back. I thought this was going to be the...
OpenAI Preferred Shares Pitch Sparks Quiet Market Buzz
OpenAI preferreds were pitched on Value Investors Club a few days ago. But yeah, nothing to see here. Totally normal market😅 https://t.co/N0ptnqecdA
Build End‑to‑End ML with AWS: Glue to SageMaker
A real AWS Data Science pipeline looks like this: Raw data → S3 ETL → AWS Glue Query → Athena Training → SageMaker Deployment → Endpoints Monitoring → CloudWatch Add streaming with Kinesis and orchestration with Step Functions, and you have a full production ML platform. This is...
Earn $100k by Becoming the $100k Mindset
The first $100k is the hardest Not because of the tactics. Because you have to become someone who: • Believes they're worth $100k • Makes decisions like a $100k earner • Shows up like a $100k business owner You have to become it before you earn...
Growth or Oil Shock Could Cripple S&P 500
GS: A moderate growth shock could see the S&P 500 drop to 6300, while a severe oil supply shock could trigger a 19% decline to 5400. https://t.co/87Poznn4vR
Consistent, Genuine Reddit Engagement Builds B2B Trust
The B2B brands winning on Reddit are not spamming links. They are showing up consistently. Answering questions genuinely. Building credibility post by post. Then when someone asks what tool to use or what agency to hire, their name is already in...
Attendants Trade Job Security for Pay, Fuel United’s Regional Expansion
United Flight Attendants May Trade Away Job Protection For Higher Pay — So United Can Own A Regional Airline - View from the Wing https://t.co/yX50ewa63m
War Disruption Drives Hawkish Stance Across G10 Central Banks
New weekly drops. The war's disruption shapes the investment climate. Hawkish holds by seven of the 8 G10 central banks that meet. RBA could hike. Brazil had indicated a cut before the war. Still seems reasonable....
Treasury Yields Surge, Inflation Concerns Resurface
"Inflation isn't a problem at all." Ten Year Treasury Yield: "Hold my beer." 🍺 One of the biggest shifts from February to March? $TNX bounced of support at 4.0% as rates move higher as prices appear to be 📈. https://t.co/Y10UC0y7lL
Radical Humility Risks Decision Paralysis, Not Collaboration
#TimTalk - Isn’t ‘Radical Humility’ just a recipe for decision-paralysis and death-by-committee? with Urs Koenig https://t.co/r1yVtyC6wr via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management #Inspiration
College Grads' Adaptability Will Outpace Older Workers in AI Era
College grads only skill is not “I can use excel”. They’ll adapt than older workers to whatever job ops ARE there in the AI economy. That’s the displacement that’s coming…
Hawkish Rate Shift Triggers Lower Growth Expectations
GS: A hawkish rate move has coincided with a decline in the market's pricing of economic growth https://t.co/JO5RIgmjDP
Strait Closure Sparks 360% Surge in Freight Diversions
I missed this project44 press release from earlier this week - Strait of Hormuz Closure Triggers 360% Surge in Ocean Freight Diversions https://t.co/u3NrIui3y3 project 44 Insights - https://t.co/fZoIuMEoDt
Serial Acquirers Turn Cash Into Endless High‑Return Growth
One of the biggest reasons investors get excited about serial acquirers: They solve the reinvestment problem. In most businesses, good reinvestment opportunities are limited. You fund the core projects, maybe expand capacity, invest in product… and after that, the incremental dollar usually...
Iranian Tankers Resume Loading at Kharg Despite US Strikes
Iranian tankers back to loading at Kharg this morning despite yesterday’s US strikes on the island, which currently stages the vast majority of Iranian exports.
Middle East War Drives Policy Swings as G10 Banks Convene
Week Ahead: Eight of the G10 Central Banks Meet, Maybe One Moves: The Middle East War dominates the investment climate. The inflationary implications are first order considerations and there has been a large swing in expectations of central bank policy…...
Spirit Airlines Files Second Chapter 11, Aims Reorganization by 2026
Spirit Airlines is in Chapter 11 bankruptcy for the second time in a little over a year. While many assumed the airline would liquidate, the company insists it has a plan to reorganize, which will be completed by early summer...
Markets Adjust: Bitcoin’s Smaller Dip After Iran Strike
The US struck Iran's Kharg Island last night — the hub for 90% of Iran's oil exports. Oil jumped $5 a barrel. The S&P 500 flipped negative. Gold fell. And Bitcoin? It dropped 3.5% from its session high and held...
One Clear CTA Beats Multiple Options Every Time
I've tested 100+ landing pages. Here's the pattern: Pages with a single clear call-to-action converted at 10%. Pages with multiple CTAs converted at 1%. Your assumption that you need to give people options is wrong. Give them one clear path....
Weekly Global Economy Snapshot: Key Trends in Charts
What happened in the global economy this week — in charts https://t.co/QMU9rVUUcj via @MollySmithNews https://t.co/qKUd7bcnPi
Delegation Transfers Authority, Not Just Tasks, Through Shared Understanding
Effective delegation is not a transfer of tasks. It is a transfer of decision-making authority guided by shared understanding.
PETS Faces 30% Decline, Cash Burn Threatens Survival
$PETS is down about 30% since January. Not a surprise, it looked far too risky at those prices, and management did not seem particularly eager to sell. Operations seem to be deteriorating quarter after quarter. In Q3 (Dec ’25 end), revenue declined...
LPG Tankers Cross Hormuz After Tehran‑Delhi Talks
One-off or sign of easing? Two tankers transporting LPG (think the butane canisters) have crossed the Strait of Hormuz in the last few hours on the way to India. The crossing happened after gov-to-gov talks between Tehran and New Delhi....
600+ TA/HR Pros Predict 2026 Market Shift
I asked 600+ TA / HR professionals on what the state of the TA / HR job market felt like in 2026 vs 2025. NB: this was before the closure of the Straits of Hormuz.. https://t.co/98ZlhSxp5Q
Invisible Learned Helplessness Stifles Teams; Leaders Must Reset Beliefs
One of the most dangerous barriers in organizations is invisible. Psychologists call it learned helplessness. After repeated setbacks, people stop trying, even when the constraint is gone. Not because they can’t act, but because experience has convinced them it won’t work. You see it...
Starmer's Economic Revival Hopes Dim Amid Iran War
Starmer’s hopes to revive the UK economy are fading as Iran war drags on https://t.co/bp1l1ELBA0 via @alexwickham https://t.co/xDIqYkHO1e