Europe Scrambles to Mitigate Prices After Trump’s Iran War
Europe rushes to deal with price fallout from Trump’s Iran war https://t.co/khA8dhNhMj via @johnainger @donatopmancini https://t.co/3tcyP5Pu0U
Sick‑day Paperwork Reveals Employer Distrust Built by Hustle Culture
Somewhere right now, an employee is sitting in an urgent care waiting room - not because they need urgent care, but because their company needs a piece of paper. That paper, costing them a co-pay and half the morning, will confirm...
Test Investor Commitment Now, Not Just Bank Diversification
Founders: the real lesson from the SVB collapse three years ago wasn’t “diversify your bank.” It was this: find out now -- in good times -- whether your investor will wire money with no strings when everything breaks. Most won’t....
Rising Taxes Trigger Housing Supply Surge, Fuel Doom Loop
if you keep increasing the taxy levy without real benefits, eventually new supply (some forced) comes into market and lowers price, which then increases the tax rate burden as a % of asset that makes it very unattractive this is the...
Hormuz Shutdown Spikes Brent Upside Risk Despite Parity
The Strait of Hormuz remains almost shut, even as the risk premium priced into Brent currently (blue) is on par with that after Ukraine (black). The Strait is 3 times more important for global oil supply than Russia, so risk...
Lilly's CEO Pursues Sustainable ‘Exit Velocity’ to Reach Trillion‑Dollar Milestone
NEW: I took a step back in looking at Lilly's ascent to the trillion-dollar club, and CEO David Ricks' actions in attempting to find "exit velocity" in the pharma industry + stay there: https://t.co/pVIADCH8AU
Easy Financial's Collapse: Massive Losses, CEOs Flee
What The Heck Happened At Easy Financial? This Ain't Looking Good The parent company Goeasy Ltd. revised earnings for the last 2 years downward, declared spectacular Loan Losses, suspended dividends & the stock price dropped over 50% It's fishy for sure...
Middle East Conflict Squeezes India's LPG Supply, Spikes Black‑market Prices
The primary driver is the escalating conflict in West Asia involving Iran, Israel, and the US. This has effectively choked the Strait of Hormuz, the maritime gateway for nearly 90% of India's LPG imports. While the government has prioritized domestic supply...
Coaching Expectation Misfires: Managers Lack Time, Incentive
It was about 10-15 years ago I started hearing about managers needing to be coaches/mentors in tech. Outliers aside, this was a terrible expectation to set up. Managers rarely have the skillset/time for this and even if they do, there are too...
Official Inflation Rates Hide Everyday Price Surge
Everything is high as hell. Inflation is screaming “make it enough”.. The CPI report — “it’s not that high” Reality — lady goes into CVS and buys: shampoo and conditioner, six pack of toilet paper, and a birthday card. 4...
Japan's 80 Million‑Barrel Release Beats IEA's Forecast
Rather than the IEA's own 400 million barrels, the most important number right now is Japan's announcement that's releasing from Monday (March 16th) ~80 million barrels from its reserve. Those are actual flow barrels that will hit the market immediately...
Crude and Gas Prices Mirror Each Other After Nine Days
9 trading days into the conflict, crude and gas price trajectory has been very similar oil: https://t.co/O0orfuxpnw
Fear of Numbers Stops Creatives From Hiring Bookkeepers
The number one reason creative business owners give for not hiring a bookkeeper is "I'm not sure I can afford it." But the reason they don't know if they can afford it is usually because they don't know their numbers. The...
Restaurant Prices Rise Faster Than Overall Inflation
Restaurant menu price inflation continues to run hotter than overall inflation. Today's reading shows FAFH CPI up 3.9% (!), with limited service prices up 3.2% and full service up 4.6%. The affordability crisis continues. https://t.co/c9SLvliOyk
Inflation Pops Up Unexpectedly Like Whack‑a‑Mole
Whack-a-mole inflation wasn't on my bingo card today, but it is what we are seeing.
Prolonged Middle East Conflict Will Spike Oil and Inflation
Everyone thinks this war will be quick, clean, and somehow end with peace across the Middle East. That’s fantasy. We’ve heard this story before. Iraq. Afghanistan. Politicians promise “mission accomplished” and the real problems start right after. Markets are still far too optimistic...
Goods Inflation 3% Above 30‑Year Average, Tariffs & AI Bottlenecks Driving Surge
Before adding in geopolitical inflation risk, goods inflation outside food and energy is already running about 3% faster than what prevailed for most of the last 3 decades Much of this is tariffs, but bottlenecks from the AI boom are also...
Blended ROAS Hides SKU Performance; Track Collections, Monitor SKUs
Your blended ROAS is masking which products are actually carrying your account. We don't run SKU-level campaigns unless a brand has very few SKUs. We go collection-level. But we're always monitoring SKU data on the backend: https://t.co/Kha62DwjUl
Marketing and Sales Alignment: Essential for Growth
RT @VisionEdgeMktg 🔗 Marketing-sales alignment isn't optional. It's essential for growth. How aligned are you? https://t.co/7V4lLZ2Up8 #MarketingSales #Alignment #Growth
From Marathon to Sprint: Scale Software Fast
Building a software company was a marathon and now it requires sprinting the entire marathon distance.
Options‑implied Fed Hike Odds Surge to 23%
You get a different result from the CME tool (derived from a simple probability-weighted average) if you use options prices in the Atlanta Fed's tracker As of Friday, options prices implied a rate hike had risen to around 23%, from 8%...
In‑house Construction Risks Marginal Deals During Pipeline Lulls
As a value-add real estate operator or developer with a rapidly growing deal pipeline, can be *very* tempting to in-house the construction function. The upsides are: more transparency around pricing, more control and (if you do it well) some additional profit. However,...
Day 2 Highlights: Crowd Prioritizes Critical Infrastructure Security
Kicking off Day 2 at CS4CA in Houston. Great crowd focused on securing our most critical infrastructure.
AI Giant Issues $25B Debt to Boost Stock
The AI poster child is issuing $25B in debt to buy back its own stock. Not to invest in AI. Not to acquire capabilities. To support the share price. That's the strategy. $CRM
Success Requires Years of Unseen Struggle and Persistence
The “overnight success” you admire? It took: – 2 years of unpaid learning – 17 rejected applications – Countless unfinished projects We see the launch. We don’t see the loneliness. Stay long enough. Your time will come.
ZIRP Turned Emergency QE Into Permanent Financialization Policy
Quantum leap forward in financialization with ZIRP, but original sin (to your handle) was the Maestro using monetary policy to make us richer than our economy could grow. The Rubicon on ZIRP policy was QE 2. That’s when emergency gov’t...
Rate Cuts Surge, yet Long-Term Yields Climb
fun fact: the @bankofcanada has decreased rates 7 times since September 4th, 2024... both Canada 5-year and 10-year yields are higher since they started... #oops
Pitch by Showing Less Work, Not Brilliance
Next time you’re pitching anything to anyone, remember this. They’re not thinking about how brilliant your idea is. They’re not thinking about the money. They’re not thinking about the glory. The only question on their mind is simple: How much more work is this going...
Worst Loans Hit First as Credit Cycles Collapse
FWIW - As the worst loans are made at the very peak of the credit cycle, credit cycles invariably burst on a LIFO basis. The worst always go first, and frequently through a high-storey window leaving no skid marks.
Century AI Hits Product-Market Fit, Signals Success
Bright green flags Century AI reached "Product Market Fit" 🙌 Yesterday someone left this comment; (btw @whoop you can still buy us for €1m)
Benign CPI Masks Deeper Inflation, Limits Fed’s Options
Why the Fed can't do much with a CPI report that's benign on the surface: It doesn't at all resolve the dilemma Fed officials face when the inflation measure they care about most is less encouraging and a major energy...
Fed Overstates Shelter Inflation's Impact on Target
The odd part is that Fed officials have made a big deal about the importance of falling shelter inflation apparently without remembering it has a smaller impact in their actual inflation target.
AI Determines Who Advances or Gets Replaced
AI is reshaping which leaders get hired, promoted, or replaced. Are you telling a powerful AI impact story about your work? #AI #Career https://t.co/mIefOcbMM8
Too Many Screens Scare Away Genuine Candidates
Validating whether or not a candidate is real by subjecting them to a battery of assessments and screening layers seems like a great way to lose real candidates.
Synthetic Recruiters Will Set Recruiting Back Decades
Apparently the best response to “synthetic candidates” is synthetic recruiters. This whole fiction is going to set back the profession by decades.
Finance Lessons From Disney+ Launch: Forecast, Retention, Board Clarity
The surprisingly true story of launching Disney+ (as told by their finance team) 👇 Here are 5 lessons that stuck with me. 1. Even a beloved brand doesn't make the forecast easier 2. A good launch number can hide a...
Oil Dip, Not Economy, Drives 10‑year Yield Drop
10-year yield pulled back from 4.21% to 4.11%. Not because the economy is fine. Because oil retreated and gave the bond market a breath. One headline away from 4.25%. https://t.co/62rQysSFLG
REI Plans Pay Cuts, Benefit Reductions, Faces Union Legal Challenge
Scoop: REI has told staff it plans to cut pay for future hires and reduce benefits for current staff. REI has also told its union, UFCW, that it plans to unilaterally impose terms from its final offer at recently-unionized stores. Union...
MSTR Spends $1B Annually on Zero‑yield Assets
The capital structure of $MSTR costs just under $1BN to fund every year. The assets of the company earn zero yield. The carry is paid by issuance.
True Productivity: Intentional Habits, Not Endless Busyness
What real productivity looks like: - Plan your day night before - Start before you're ready - Do the hardest task first - Improve 1 thing daily - Finish what you start - Rest with intention - Protect mornings - Work in silence - Review output - Track results Stop chasing...
Accurate Shelter Data Would Show sub‑1.5% CPI, Fed Celebrates
So if Shelter inflation was correctly reported we would have CPI BELOW 1.5% Congrats Fed you WON
Core CPI Stays Modest, Hovering Around 2.5‑3%
A relatively tame CPI for February which is, of course, the before times. Annual rates for core: 1 month: 2.6% 3 months: 3.0% 6 months: 2.3% 12 months: 2.5%
AI Coding Rush Sacrifices Quality and Customer Focus
When it comes to AI agents / AI tooling + coding, I hear an awful lot of talk about: Efficiency Iteration speed / PR output rate / lines of codes produced I hear zero mentions about: Quality Customer obsession This will bite back, and it...
Iran Threatens US Tech, Could Trigger Market Sell‑off
🚨 Big Tech in Iran Crosshairs - Is a Market Sell-Off Coming? Everyone watched CPI today… but the real story is Iran. Tehran just warned U.S. tech facilities and banks in the Middle East could be next targets - naming companies...
Google Acquires Wiz to Boost Cloud Security
$GOOGL completes the Wiz acquisition. Sundar Pichai, CEO, Google: “Keeping people safe online has always been part of Google’s mission. This job is increasingly important today, as more companies and governments move their work to the cloud and broadly use generative...
UST 2s Offer Yield Above SOFR Funding Rate
Generally, this has been good value for UST 2s. Chart of yield less funding rate (SOFR) https://t.co/jPLWuxmxaW
Crisis Exposes VCs: Sympathy Tweets, Few Cash, Many Vultures
Crisis removes marketing. In March 2023, "value-add" VCs sent sympathy tweets while founders begged for payroll. A few wired cash, no terms, no leverage. The rest were vultures in venture clothing. https://t.co/OxfY9VN3wI https://t.co/EYgVVU38We
Google Search Console's Branded Queries Filter Now Universal
Heads-up, the branded queries filter in GSC is rolling out to all. I see it now... you should too. :) Note, you can also see this in the Insights reporting (top-level percentage). https://t.co/4Ty3Wo6vv4 https://t.co/EEWOO8eGzQ
Google Pays $32B for Wiz, Now $1B ARR
Google completes $32B acquisition of cloud cybersecurity startup Wiz A source familiar says Wiz crossed $1B in ARR in 2025. https://t.co/1vJmMDOHh1 via @techcrunch
Future Work: Humans and AI Collaborate, Redefining Roles
The future of work isn’t about humans vs AI. It’s about humans working alongside AI and rethinking every role in the process. https://t.co/cxcXEI9Jq6