Four Loko Poised for $400M Sale Amid RTD Boom
Four Loko may be sold for $400M. Phusion Brands is exploring a sale of the Four Loko brand as the ready-to-drink category significantly outperforms beer, wine, and spirits by almost 15%. Four Loko launched in 2005 and took college campuses by storm with a potent mix of malt liquor, caffeine, and taurine. It was then banned (in its previous formualtion) after a string of hospitalizations.
Boards Must Prioritize Decision Speed Over Vanity Metrics
MyPOV: Million-dollar HR tech decisions are being made in boardrooms every day. But do boards really understand what’s at stake? @rwang0 Ray Wang, CEO of Constellation Research, joins Julie Develin to break down the AI revolution, the shift from...
Popular Frameworks Aren’t One‑size‑fits‑all; Ditch What Stresses You
Honest confession — I tried Profit First when I first started my business because everyone swore by it. Five accounts, constantly moving money around, paying bank fees I didn't need to be paying. It genuinely stressed me out more than it...
Oil Price Spikes $40 in a Week; Panic Insufficient
People aren’t freaking out enough The situation is not under control Price of oil up 40 bucks in a week
Navigating Financial Stress in a War‑Stricken Economy
Beyond market dynamics. Financial stress and the way forward in a war stricken economy. https://t.co/LIopIEO6s7 https://t.co/BjcTLG016G
Don't Chase Brent Spike; Hormuz Closure Unlikely to Worsen
Brent is $106 and markets are in full panic mode. They were slow to price the de facto closure of the Strait of Hormuz, but at this point the Strait isn't going to get any more closed. If anything, it'll...
Taiwan Caps Weekly Oil Hikes, Likely Freezes Power Rates
Taiwan's government will set a weekly cap on oil price increases to help contain domestic inflation, local media reports 🇹🇼🛢️ Fuel prices to be adjusted overall by ~5% this week The likelihood of freezing electricity tariffs in April is high https://t.co/tTWfUV2wiI https://t.co/LgRs7ClOH7
Trump Admin Anticipates Prolonged Oil Disruptions Amid Russia‑Iran Ties
A sophisticated man like Bessent “unsanctioning” Russian oil as Russia is… 1. Openly supporting Iran 2. Reportedly helping Iran target US assets 3. Still fighting Ukraine …strongly suggests the Trump Admin knows these oil disruptions are going to be longer than expected.
Gulf War III Cuts Global Oil Supply by 20%
Yeeps: @Bob_McNally of @RapidanEnergy "Gulf War III has disrupted ~20% of global oil supply for nine days and counting – more than double the previous record set during the Suez Crisis of 1956-57, which disrupted just under 10%."
Historic Oil Supply Loss Doubles Suez Crisis, No Spare Capacity
Compared to the last maximum disruption during the 1956-1957 Suez Crisis (as a percentage of total liquids demand), this represents the largest oil supply loss in history, by a factor of two. Worse, unlike in past crises, there's zero spare capacity...
Hormuz Closure Triggers Sulfur Shortage, Sparks Demand Destruction
Negative supply shock will lead to price increases & the only way to correct that if supply doesn’t rise is, well, demand destruction. We are headed towards demand destruction if the conflict doesn’t end by Day 14. Today is Day 10....
Investors Shocked by Liberation Day, Split on Hormuz Risks
Liberation Day: Investors stunned, didn’t think he’d do it after Trump 1.0, tariffs universally hated among investors Strait of Hormuz situation: Investors more afraid of a TACO, Wall Street opinions about the Iran operation not as universally negative as Liberation Day
Low Reserves Raise Borrowing Costs and Default Risk
Isn't it likely that countries in fiscal distress find it hard to borrow, have to pay high default premia, and run down their reserves like everything else?
War Fuels Fertilizer Crisis, Threatens Asian Economies
The war’s not stopping because of some pain at the American pump. The implications for global fertilizer markets (ammonia, sulphur) are probably going to be as big of a deal as the energy disruptions in several months. Asian economies are in...
Short Basket Surges 6% Amid 2026 Market Dispersion
On Liberation Day, we created a Long/Short basket (dollar neutral) meant to capitalize on any fears of stagflation due to Tariffs. That wasn’t our expectation, however. We wrote “The likely result…the administration declares victory, and most tariffs eventually come down...
Trump Says $100 Oil Is Temporary, Will Fall Post‑Iran Threat
Trump on oil prices above $100 a barrel: “Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a small price to pay.” https://t.co/jdsCvB0BtP
Voter Anxiety Over AI’s Economic Impact Rises
Voters are already anxious about the economic impact of AI, and the effects will surely grow in the coming months and years. Yasmin Khorram and Cheyenne Haslett explain what's happening, with some data from our Canaries in the Coal Mine...
Small Caps Tumble over 3% Amid Inflation Fears
Small caps down more than 3% because 1.) Inflation is a much bigger worry than a week ago and no cuts are coming? 2.) Sell the winners? 3.) Lucy https://t.co/3gsriv02Qd
India’s Fertilizer Reliance Highlights Asia’s Supply Vulnerability
Asia supply of oil, gas & fertiliser is rather concentrated. We are seeing a massive supply shock to the most important input of modern life: food and transport.
Strait of Hormuz Never Closed, Closure Deemed Unthinkable
“In the whole written history of the strait, it has never been closed, ever,” said JPMorgan Chase analyst Natasha Kaneva,” of the Strait of Hormuz. “To me, it was not just the worst-case scenario. It was an unthinkable scenario.” https://t.co/x0YxXLfMu6
Inflationary Assets Surge; Food Price Spikes May Spark Unrest
$105/bbl A few months ago many said this would never happen. Never bet against inflationary assets in an inflationary era. Deglobalization is structural no cyclical. Watch food prices next. In a world of extreme inequality, with a Fed that needs lower rates to keep...
Stop Over‑Segmenting: One Persona Beats Six Empty Versions
If you’ve created 6 different buyer personas - it’s time to be honest with yourself. Are you really going to create 6 different versions of your content? A version for each one? You could. It is possible. But I would...
President Faces Market Pressure for Iran Off‑Ramp
The President is aware and addressing it. How heavy will be the expectation for an offramp on Iran so that he can stabilize the markets?
Rising Energy Prices Lock in Inflation, Halt Rate Cuts
With this move in energy and commodities prices, inflation will have a 5-handle in no time. And with that, rate cuts will be firmly off the table this year. Due to the upcoming pain for the U.S consumer, I believe we'll...
CEOs Stay Silent on Democracy Out of Fear
America’s CEOs aren’t acting in the interest of shareholders by staying silent about democracy and the rule of law, they’re acting out of fear.
Brent Surpasses $110 Amid Hormuz Turmoil – Outlook?
Join us today in an X Space for X Subscribers: 🚨Hormuz Chaos: Brent Blasts Past $110 — What's Next for Oil?🚨 Today, Sunday, March 8, 9:00 PM US EST, 8:00 PM US CST No link now. Will open the Space on time.
Final Interview: Solve Real Business Problem Live
POV: You’re on round 8 of the interview process and they ask you to present a solution to their actual business problem to a panel of 6 people
PMs Must Be Users' Lawyer, Demand Impact Validation
Great PMs are the user’s lawyer in the room. You’ll constantly be asked to ship things that help the business but hurt usability. Your job is to say: “Show me the user impact,” and demand real validation before you trade...
Vulnerability Beats Perfection: Trust Grows Through Honesty
Rule 5: Show vulnerability. Nothing builds trust faster than honesty about your failures. Audiences don't connect with perfection. They connect with authenticity. 07/12
Stop Overpaying Agencies: Cut 60% TOF Spend
The number of 7 & 8 figure brands that we audit whose agencies are running clicks / leadgen and very very TOF metrics is mind boggling to me. Yes these events “can” have their place as a % of your budget...
Trump Tariffs Stalled Job Growth, Raising Business Costs
"Job growth notably stalled after President Trump began his tariff barrage last April, which created economic uncertainty and raised business costs." https://t.co/jaNVkXohlg
Three Data Points Will Confirm or Kill Stagflation Narrative
🚨 THREE PRINTS. ONE VERDICT. This week's economic calendar isn't routine. Wednesday CPI, Friday GDP revision + Core PCE, and Friday Michigan Sentiment all land before the March 18 FOMC meeting. Together, they'll either confirm or bury the stagflation story that's been...
Agentic AI Accelerates SecOps/ITOps While Keeping Humans
Early agentic AI in SecOps nd ITOps: automated triage, narrative investigations, hypothesis-driven analysis, and faster MTTR with humans still in the loop. #AI #ITOps #SecOps https://t.co/e3w3lXkvfc
Oil Futures Top $100 Amid Middle East Tensions
Oil futures surge above $100 for the first time since 2022 🚨 🛢️ Brent contract jumps more than 10% as the conflict in the Middle East continues https://t.co/KgPOv96YdC
Markets Tumble as Oil Hits $100, Iran Tensions Rise
NQ drops 200 points on the open with a wide gap WTI above $100 for first time since 2022 24,000 will likley tested as sentiment sours over expanding conflict in Iran Prepare to hear doomsday all day long on talking head TV
Middle East Conflict Sends Oil, Gas, Stocks Tumbling
How the US-Israel-Iran War Impacts Oil, Gas, and US Stocks | Anas Alhajj... https://t.co/ZnJKFSYWCr via @YouTube
Gold as Safety Valve, Oil Price Spikes Threaten Global Chaos
In theory, this looks like they are trying to let gold be a release valve of the coming oil inflation. If so, this would be smart IMO, because if gold goes to $7,000, nothing happens…but if oil goes to $130, all...
YARDENI Raises Stagflation Risk, Cuts Meltup Forecast
YARDENI: “.. We can’t rule out a bear market if investors start to anticipate a Stagflating 1970s Redux scenario. .. We are lowering the ‘Meltup’ scenario from 20% to 5% and increasing the ‘Meltdown’ scenario (which now includes a 1970s-style...
China's Unexpected Readiness Shapes Hormuz‑Iran Dynamics
There is also the argument that China is prepared and better positioned than many expect. #Hormuz #Iran
Hire Reliable Talent: The Rare Asset Founders Need
Being extremely reliable is a trait that others notice even if they don’t say so out loud. Highly prized, both because it is rare and because it is valuable. It’s something founders rarely are, but hiring people like that can help make...
Canadian Unicorn Sale Highlights Capital Drain to U.S., Abu Dhabi
Calgary-based tech unicorn CoolIT is speculated to be for sale for more than $3 billion. All of this value creation from this Canadian business will go to the U.S. (KKR) and Abu Dhabi (Mubadala). Sadly, this is par for the course for...
Zillow Predicts Near‑flat Rent Growth, Easing Inflation Pressure
Zillow just updated their 2026-27 rental market forecast. They're projecting single-family rent growth at only +1.1% in 2026, and +0.5% in 2027. With multifamily rents dropping -0.2% and -1.5%. They also project CPI rent growth to fall to ~1.0% by early 2027, which...
Three Proven Tactics to Boost Cold Email Success
New Episode Alert. Episode 453 Cold Emails: 3 Ways To Get Better Results https://t.co/oyq5lRJdKn https://t.co/i2kZevLBas
Remote Part-Time Marketing Copywriter Needed for Real Estate Emails
Reventure is hiring a marketing and copywriter to run our email campaigns and blog. The right candidate will have knowledge of marketing, A/B testing, CTR maximization, and conversion strategy. We’re looking for someone who can own the process end to end....
Focus on One Platform Instead of Spreading Thin
That 'Be everywhere' advice doesn't work for everyone. Sometimes, it's best to pick 1 platform or path and stick with it.
Merit, Not Gender, Should Drive Executive Hiring Decisions
This nonsense needs to stop. Merit is what matters, not what you have between your legs. Yesterday, an investor showed up in my office and told me I shouldn’t be hiring female executives. Let’s be done with DEI and reverse DEI...
U.S. Energy Shift Buffers Oil Shock From Recession
Why the oil shock won't cause stagflation or recession: #1 U.S. less energy intensive than in past price spikes. Gasoline consumption lower today in in 2007. #2. U.S. net petroleum exporter. Therefore mildly positive for terms of trade. (link to...
Boost Forecast Accuracy, Margin, and Savings with Prophit Engine
Our new Prophit Engine service is now live. In this episode I cover: Who’s it for Why you should care And how to get started. https://t.co/iSLVAmatFe My challenge to every founder, CFO or CMO is to listen and ask yourself if 1)...
Six Interviews, Then a Vague Rejection: Hiring Reality
When the hiring manager says “we decided to go in a different direction” after 6 rounds of interviews
Create Your Own Venture Path, Don't Wait for VCs
Waiting for a VC firm to recognize your potential is the slowest path into venture. Build a thesis. Source a deal. Write publicly. Show up before you have the title. The door opens from the inside.