NICL Shows Modest Gains but Remains Low‑rated
#NICL decent results. Cash (I think that's Net) £55.7m (up). Interesting Brand Licence with #APN (I hold APN). ShareScope has fwd p/e 13.6 falling to 12.9 and fwd Divvy 3.7% rising to 3.9%; strip out cash it's lowly rated. I don't hold.
Germany Can Endure Short Iran Conflict, DIW Says
Germany can weather Iran war if it doesn’t last, DIW says https://t.co/p2s5WEREa5 via @KowalczeKamil https://t.co/Tgo1ceqVj6
Russian Oil Tax Price Tops Budget Target Amid Iran War
MOSCOW, March 11 (Reuters) - The price of Russian oil used for taxation has exceeded the budget target for the first time since January 2025 because of the rise in global prices caused by the Iran war, Reuters calculations showed...
Manufacturing PMIs Validate EPS Breadth as Cycle Beta
This makes sense - manufacturing PMIs corroborate EPS breadth as it’s the beta of the business cycle. Thanks for bringing back the 📙! https://t.co/SrEetSesnP
China's Trade Surplus Grows as Property Recovery Stalls
Frustrating. China won't use the "clean" balance sheet of the central government to support a real recovery from the prolonged property market slump. The net result: a rising trade surplus supports China's growth at the expense of its trading...
Digital Twins and Virtual Networks Drive OpEx Shift
"Digital Twins and Network Virtualisation set to be Strategic Cornerstones of Enterprise I.T. in 2026" Both digital twins and network virtualisation support a move away from heavy capital expenditure towards nimble operational spending. https://t.co/oULHzW5xhy
EU Mulls Gas Price Cap to Cut Power Bills
EU weighs a gas price cap to lower power costs amid Iran war https://t.co/3qDLf3s6Jq via @johnainger https://t.co/A2PK57MYOp
Ousted From Tinder, She Built App, Became Billionaire
She co-founded Tinder and got pushed out of her own company. So she built her own app and crushed them and became the youngest self-made woman billionaire in history. This is her story:
Worker Power Drives Inflation, Now Workers Lose Edge
inflation is about power. In the 70s, workers had the power to resist the oil squeeze. In 2022, there were acute labour shortages, which produced temporary pockets of worker "power". Today, workers are gonna get hosed
Countries Urge China to Curb Oil Reserve Purchases
Also, as the IEA releases, member countries are reaching out to China to make sure it doesn't use the opportunity to buy more barrels for its own reserve (as it did in 2022). (...the IEA-Chinese coordinate was last done in 2011...
ECB Will Likely Misstep on Energy Price Policies
never bet against the ECB doing the wrong thing, particularly when energy prices are involved
Oil Markets Destabilized by Info War and Hormuz Closure
Spoke with Bloomberg earlier today about the IEA stocks release plan, the information war on top of the military conflict in the Mideast, the severe pricing dislocations in the oil market, plus the unfolding impact of the continued closure of...
Well‑designed Systems Simplify, Not Complicate, Business Operations
Most founders assume systems will make their business more complicated. More tools. More dashboards. More things to manage. But good systems do the opposite. They create clarity. Your team knows where things live, what happens next, and how work moves through the business without...
JPMorgan's Loan Write‑downs Expose Private Credit Valuation Fragility
JPMorgan is marking down the value of some software-related loans in private credit portfolios. This highlights how fungible private loan valuations have become at a time of little liquidity, and raises questions about which firms are doing a better job...
AI Agents Will Turn Org Charts Into Autonomous Hierarchies
𝗛𝗼𝘄 𝗯𝗶𝗴 𝘁𝗲𝗰𝗵 𝗿𝗲𝗮𝗹𝗹𝘆 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗲𝘀 𝘁𝗲𝗮𝗺𝘀. 📦 𝗔𝗺𝗮𝘇𝗼𝗻 → clean hierarchy, optimized for execution. 🧠 𝗚𝗼𝗼𝗴𝗹𝗲 → brilliant ideas… connected by 400 meetings. 🌐 𝗙𝗮𝗰𝗲𝗯𝗼𝗼𝗸 → everything connected to everything. 🪟 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 → silos… occasionally firing at each other. 🍏 𝗔𝗽𝗽𝗹𝗲 → one vision in...
CEO and Founder Reveal Inside Story of Acquisition
MyPoV: @NICELtd CEO Scott Russell and @cognigy Founder Philipp Heltewig share the inside story behind the acquisition #Nexus2026 https://t.co/cU3ESr0saT
Cathay Rewards Staff with 11‑week Bonuses After $1.38B Profit
Cathay Group’s employees will receive over 11 weeks of bonuses & a salary increase this year after the group reported a full-year 2025 profit of US$1.38 billion (HK$10.8 billion) driven by higher capacity, load factors & strong cargo demand.
Sánchez Dismisses Trump's US‑Spain Trade Cut‑off Threat
Sánchez rejects Trump’s threat to cut off US trade with Spain https://t.co/fIgEZES8mP via @rorihuela https://t.co/Fiix9DqEgG
Lufthansa Pilots Schedule Two‑day Strike, Causing Major Disruptions
Lufthansa pilots are planning on going on a two-day strike on Thursday and Friday. Here's the reason for this strike, and what disruptions we can expect. https://t.co/QEncl5Rgyl
G7/G20 Vows to Curb Iran Oil Leverage
Inside the G7 (and the G20) most countries are absolutely livid with the Trump administration's attack on Iran, but don't mistake their indignation with a desire to let Iran take the global economy hostage via oil. G7/G20/OECD nations will respond...
Strategic Connectivity Transforms Infrastructure Into Growth Engine
Connectivity today goes far beyond a technical layer, because it supports the operational resilience of organizations. When infrastructure is managed with a strategic perspective, it no longer remains a hidden cost but becomes a real enabler of innovation and long-term growth.
Brazil, Saudi Arabia Team Up on Critical Minerals Mapping
Brazil and Saudi Arabia launch a critical minerals working group and seek Saudi funding for Brazil mapping. https://www.metalnomist.com/2026/03/brazil-saudi-arabia-to-cooperate-for.html
European AI Startups See Soaring Investor Funding
Investor appetite for European AI startups keeps accelerating. Swedish legaltech Legora just raised $550 million at a $5.5 billion valuation, its third funding round in a year. Europe’s AI ecosystem is attracting serious capital as the global race intensifies. https://t.co/cdx0XcraQe @cnbc
ECB Faces Three Paths: Hold, Modest Tighten, Panic Hike
We see three scenarios for the ECB. 1) They hold their nerve "in a good place". 2) They pull fwd the tightening that has long been priced into 27/28 and take the depo rate to the higher end of neutral...
ECB's Kazimir Signals Imminent Rate Hike, Ready to Act
🇪🇺 Not only did @KazimirPeter signal a strong ECB hawkish bias, but he said that every meeting should be alive after March. *ECB'S KAZIMIR SAYS RATE HIKE ON IRAN MAY BE CLOSER THAN THOUGHT "I don’t want to speculate about April or...
Invisible Salesperson Era Officially Ends
The era of the ‘Invisible Salesperson’ is officially over by @Timothy_Hughes https://t.co/OrOnzPSz5w @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Marketing #Leadership #MarketingStrategy https://t.co/2M1KHfoDXL
Spotify’s Freemium Fuels Growth; Subscriptions Sustain Profits
Spotify started with free music and ads. Ad revenue failed to cover high label fees, and free users saw no reason to upgrade. So Spotify put mobile, offline downloads, and no ads behind Premium. By the 2020s, about 85% of revenue came from...
Rethink AI Overuse: Teams, Products, Quality Impact
It’s refreshing to question HOW teams use AI, and the impact it has on teams, products, quality. Especially the overuse question This is coming from one of the most popular AI agent tools, OpenCode btw
Recession‑Proof Utilities: Private Ownership of Evergreen Industries
The industries that never have bad years: – People always get sick (clinics) – People always die (funeral homes) – Trash always needs collecting (waste) – Buildings always need cooling (HVAC) – Bugs always come back (pest control) – Old people always need care (senior homes) These...
Align Decisions with Business Goals, Even if Unpopular
It's okay if the business or tech teams don't 'like' a decision. If it aligns with overall business goals, the added cost or complexity might be worth it. Off-the-shelf software might not be ideal, but if it drives objectives, it...
AI Threatens SaaS: Market Shift Signals New Risks
🚀 𝗭𝗲𝗿𝗼-𝘁𝗼-𝗛𝗲𝗿𝗼 𝗣𝘂𝗯𝗹𝗶𝗰 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼: 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟲 𝗨𝗽𝗱𝗮𝘁𝗲 𝗮𝗻𝗱 𝗚𝗹𝗼𝗯𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 Let’s break down what happened in the markets over the past month. ----- 🌏 A Shifting Global Landscape The SAASpocalypse — the fear that Artificial Intelligence will soon put Software Services companies out...
Five Seller Types, Five Tailored Selling Strategies
The 5 seller types: The Exhausted Owner – Burnt out, just wants out – Lead with simplicity and speed The Legacy Protector – Cares about staff and reputation – Lead with your transition plan The Price Maxxer – Focused purely on number – Lead with structure that gets them...
Qatar's Ras Laffan Outage Tightens LNG Market, Spikes Prices
The world's largest LNG plant hasn't exported a shipment in five days. That's the longest streak since at least 2008 🇶🇦⚠️ Qatar shut its Ras Laffan facility last week after a drone attack The longer Qatar's outage continues, the tighter the market...
Ignore Personal Details, Prioritize Cash Flow and Deal Structure
Things that do not matter in an acquisition: – Your personal credit score – Your savings account balance – Your age – Your industry background – Whether you've done it before – What your friends think – Whether you feel ready Things that do matter: – The target's cash...
Paid Partnerships Often Underperform Compared to Organic Reach
It is wild how much a paid partnership is suppressed to ensure a brand pays to boost the content. Has anyone ever had a paid partnership perform better than organic content? I thought what I just launched was pretty dang cool; may...
TikTok Now a Top Search Hub; Brands Must Optimize
TikTok continues to grown as a search engine, with nearly half of U.S. consumers using it to discover recipes, DIY tips, beauty advice, product recommendations, and more. Video tutorials, product reviews, personal stories, and influencer recommendations remain the most preferred...
Iranian Rial Jumps 17% After US‑Israeli Strikes
Since the first US-Israeli strikes on Iran just over 10 days ago, the Iranian rial has APPRECIATED by 17% against the USD. THE TRUMP-NETANYAHU ATTACKS ON IRAN = SURPRISING STRENGTH IN THE RIAL. https://t.co/BPJtg4MvGr
IEA to Release More Oil than Post‑Ukraine Invasion, Hormuz Closed
The IEA is preparing to release more oil than it did after Russia invaded Ukraine. The Strait of Hormuz remains closed to tankers. 🔒 Members-Only https://t.co/TcCIMKXR4l
Positive Leadership Turns Trauma Survival Into Thriving
From Surviving to Thriving: Positive #Leadership in the Aftermath of Trauma @ABPsychologists https://t.co/Hf1Xgv5lfH #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
IPhone Was a Small Mac; iOS Mirrors macOS
The funny thing about people saying the MacBook Neo is just an iPad or an iPhone is that under the hood iOS is fundamentally the same thing as macOS, and indeed when Apple launched the iPhone they said explicitly...
AI Forces Founders to Rethink Org Structures From First Principles
For a long time great advice for founders was “don’t try to innovate on basic organizational practices.” The roles you need, executive jobs, ratios, spend in each area, and operational methods are kind of known in major classes of company....
Conversation, Not Coercion, Is the Ultimate Leverage
We tend to romanticize power as something dramatic—the decisive strike, the show of force, the unilateral move that changes the board. But Mandela's insight cuts against every instinct of the action-biased leader. He suggests that the ultimate leverage is not...
Launch From Idea to Revenue Faster Than Giants
Why I keep saying this is the most exciting time in business history. You can ship your product from idea to revenue before the big guys get back from their team ideation lunch.
Former TPP Negotiator Offers Skeptical View on Trade Pact
A more skeptical take from my #CarnegieAsia colleague Barbara Weisel, who was, among other negotiating roles, the U.S. negotiator of TPP: https://t.co/qWfsfWFbf1
SVB Revealed only a Few VCs Gave Unconditional Cash
Three years ago, SVB exposed who VCs really are. Not the ones who tweeted sympathy. The ones who wired money -- no docs, no terms, no theater -- before the government stepped in. Very few did. That's the test most...
Don't Conflate War Talk with Strait of Hormuz Energy Debate
I feel like there’s war discourse and there’s Strait of Hormuz/energy discourse and some people are conflating the two in unhelpful ways even if they’re obviously linked.
Conga Rebrands to Align Commerce and Close Deals
Mid-keynote. New brand. Nobody saw it coming. David Osborne paused his @CongaHQ Connect 2026 keynote this morning and unveiled a completely new identity — while CMO Celia Fleischaker's team was still finishing the rebrand across the venue in real time. The new...
New Interview Reveals Outlook for China's Economy
I was interviewed two weeks ago by Mark Sobel at OMFIF about the outlook for the Chinese economy. It just came out. https://t.co/d6LFlYcl14
UAE Economy Lags Behind Turkey and Iran, Data Shows
There are many narratives that are regularly spun by the spinners. One is that the UAE is more than a sunny place where shady people reside. Another is that it is a booming economy. Wrong. When you look at the data, the...
IEA's Massive Oil Release Hinges on Single-Country Veto
IEA Proposes Largest Ever Oil Release From Strategic Reserves…but if one country objects then it won’t go through (kinda like OPEC…) https://t.co/wnthFedVaT