Hormuz Strait Closure Halts Major Global Oil Flow
The Straight of Hormuz, which is a key shipping lane for the world's oil, fertilizer and other products, is effectively shut. Charts from @bloomberg: https://t.co/zunbN3eO7G
Croatti Family Blocks UNF Deal Despite Activist Pressure
$UNF $CTAS rumor mill is back in action. Consider me highly skeptical, this is bound to fail again. Since 2022, UNF has rejected every single approach, including the latest one in December 2025. Now rumors suggest that CTAS is willing to raise its...
Therapy Heals Trauma, Fuels Neurodivergent Entrepreneurship
Yes but don’t forget therapy Trauma and neurodivergence are the foundation of bootstrapped entrepreneurship Therapy can help you heal and master it
Finance Leaders Stress Data Foundations Over Analytics
Most FP&A teams don’t struggle with analytics. They struggle with data. 💡Finance leaders from PepsiCo, BILL, and Workday shared how they build strong data foundations and a single source of truth to enable AI and predictive decision-making: https://t.co/FnD9BnrjT6 #fpatrends
US Temporarily Relaxes Russian Oil Sanctions for India
The US is temporarily easing sanctions on Russian oil sales to India to address supply shortages and reduce the impact of the surge in prices in the wake of US and Israeli attacks on Iran. The decision to ease sanctions...
Korea's Rare Mix: Booming Stocks, Huge Surplus, Weak Won
Korea is a super interesting case (even before the latest events in the Gulf). Surging current account surplus (10% of GDP), surging domestic stock market and a very weak currency are an unusual combination 1/
Japanese Gaming’s Ongoing Stealth Staff Cuts Exposed
This is now making the rounds online, but stealth staff reduction has been going on for years in gaming in Japan - as I laid out in my thread here on X in October 2024 already: https://t.co/Y8RPoVIvDF
Authentic Low‑budget Video Beats Pricey Corporate Ads
Dollar Shave Club spent $4,500 on one launch video. The founder starred in it himself. It went viral and got 12,000 customers in 48 hours. Meanwhile you're spending $10k on polished corporate ads nobody watches. That's the gap.
Japanese Builders Accelerate U.S. Homebuilder Acquisitions
Japan’s big bet on the U.S. housing market got even bigger last week Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes That came just 10 days after Japan-based Sumitomo Forestry said it's buying Tri Point Homes...
US Pushes Formal Venezuelan Critical Minerals Value Chain
US critical minerals talks in Caracas signal a push for a formal Venezuelan mining value chain. https://www.metalnomist.com/2026/03/us-critical-minerals-supply-chain-in.html
Enterprise AI Demands Complex, Strategic Content
Moving Beyond “Simple” Content: The Reality of Enterprise AI by @Timothy_Hughes https://t.co/xoVl3qVnAP @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #Leadership #ArtificialInteligence #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
Sell Outcomes, Not Features: Know Customers to Close
Most founders pitch features. Customers buy outcomes. Peter Drucker said the goal of marketing is to know your customer so well your product sells itself. Ford sells status with an F-150, not metal, which drives over $10K in profit per truck. If you study...
Science Secures $230M Series C for Longevity Tech
Exciting news in the world of longevity via deep technology. Congratulations to @khoslaventures and @lightspeedvp on this historic investment. IMHO, Science may be bigger than OpenAI
Swedish Central Bank Urges Cash Hoarding Amid Payment Risks
Swedish central bank urges public to horde cash in case of payments disruption https://t.co/ckNfNUQsve "The Riskbank is currently working on improving the possibility of making offline payments by card to strengthen resilience." https://t.co/yLYmWsDoh0
Simple Patient Videos Build Trust, Fill Empty Slots
🧵 One doctor had empty OPD slots. Meet one of my mentee, Dr. Swatendra. He also had doubts. No idea about video making. But he just started. Simple videos. Answering common patient questions. Started with just 1 Video... then 2, then 3... kept on going. Slowly...
Compliance Beats Excellence: Why the Best Stay Unpromoted
The most qualified person in the room rarely gets the title. They ask too many questions. They flag the problems nobody wants to see. They care more about results than optics. Meanwhile the one who smiles, nods, and never rocks the boat? Corner office. This isn’t...
Corporate Updates: Asset Freeze, Earnings, Investment Review, Margin Strain
Major Business News to Track Today, March 6, 2026: 1. MACC seeks asset freeze on Tun Daim Zainuddin's family 2. Gamuda to release Q2 earnings report 3. MIDA to announce 2025 investment performance 4. AirAsia X faces margin threats amid fuel hike ↓↓↓
Low Volatility Seeds Future Turbulence; Powell‑Trained Models Miss Warsh
Low vol begets high vol, to paraphrase Minsky. Systems trained on Powell, and they all have been trained on Powell, will struggle to interpret Warsh… especially as he himself will struggle with the same.
Denso's ¥1.3T Rohm Offer Seen as Undervalued
*DENSO MADE BUYOUT OFFER TO ROHM, DEAL SEEN ABOUT ¥1.3T: NIKKEI Did not fact check attached, but assuming AI overlord is correct on the valuation of Toshiba stake + Prefs, this 1.3T takeover price looks way too low. I'm all for...
Fed
Update on the Fed’s Balance Sheet and its Reserve Management Purchases. Adding T-bills, shedding MBS, Treasury note & bond balances on ice, SRF unused https://t.co/M947SfSoUP https://t.co/c3uHc5VmGA
Big Brands Chase Youth; Small Brands Chase Cash‑rich Boomers
The bigger the brand the bigger desire to reach younger people the most effective way. The smaller the brand the bigger desire to sell to boomers with money and focus less on younger demos because it’s too expensive.
China Lithium Prices Plunge Amid Weak EV Demand, War Uncertainty
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
Ellison Offers Vague Platitudes on Paramount's CNN Future
After nearly a week of being mum about it, David Ellison *finally* commented on CNN's future under Paramount—but he offered little more than empty platitudes and dodged the larger questions that loom over the network. More in @get_status: https://www.status.news/p/david-ellison-cnn-cbs-news-future
US Blocks India’s Currency Advantage, Mirrors China Policy
Why are we surprised by 👇? I wrote this nearly six years ago, in the context of why the US won’t allow India the same freedom of an undervalued currency that it accorded China: https://t.co/sZ45dDSSRv
78% Fear Inflation, Making Affordability Crisis Trump’s Weakness
According to a recent Reuters/Ipsos poll, 78% of Americans say inflation is a very big concern for them personally. AFFORDABILITY = GOING TO GET WORSE = TRUMP'S ACHILLES HEEL. https://t.co/z3qgrkZ7V2
Tim Sweeney Reveals GB Max Story in Full Transcript
And our GB Max story with the full transcript of our exclusive interview with Tim Sweeney. https://t.co/AhPRDXRoQU
Icon AI's Downfall: Bad Execution, Ignored Feedback
What caused this? To early? Poor execution? Bad leadership? A bit of everything IMO. We tried it and used it - it was a mediocre product at times and was okay other times. But their support and unwillingness to implement feedback is what killed them. I...
Investors Rotating From US Tech to Commodities and Bonds
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
US Grants India Waiver for Russian Oil Loaded by March 5
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
Dollar Index May Hit Record as Other Currencies Collapse
This paints a potential scenario for how the dollar index could return to its all time high. Not bc it is great. But bc all other fiat will fail first.
Don’t Build in a Vacuum: Engage Customers Early
Beware of the Claude code trap Building your masterpiece into an abyss and not talking or selling to customers
Rising PITI Costs Shatter 2020‑24 Sales Threshold
Total PITI costs surged for housing and in a QM lending environment that was set to crush sales. I had a price model limit for 2020-2024: if we didn't surpass 23% during those five years, we would be okay; we...
RBI Dollar Sales Trigger Rupee's Biggest Asian Surge
#IndiaWatch🇮🇳: After the rupee hit a record low, India’s central bank sold dollars. Then, the Rupee SURGED, with the biggest gain in Asia today. https://t.co/rzGC4rj8Kv
Terminal Values Are Just DCF Shortcuts via Multiples
Terminal values are themselves short-hands for DCFs. This is because a terminal value is essentially a multiple. And a multiple is a short-cut for a DCF. More in the memo below 👇
Fannie Mae Predicts Steady 6% Mortgage Rates Through 2027
Fannie Mae: Get use to these mortgage rates Fannie Mae's forecast for the average 30-year fixed mortgage rate: Q3 2026 --> 6.0% Q4 2026 --> 6.0% Q1 2027 --> 6.0% Q2 2027 --> 6.0% Q3 2027 --> 6.0% Q4 2027 --> 6.0%
Young Non‑College Workers See Sharp Employment Decline
That young workers are broadly seeing a decline in employment rates regardless of education is consistent with our low-churn labor market. Hiring & voluntary quits have corrected from their 2021/22 Great Resignation highs & now young workers are feeling frontline...
Annual Reviews Anchor Success Amid Digital Transformations
Annual reviews are crucial, especially during big transformations like digital, ERP, or AI projects. It's easy to get lost in the work, but stepping back annually to assess changes is vital for navigating your journey effectively. #DigitalTransformation #BusinessStrategy https://t.co/g1MFz8gYum
US Grants India 30‑Day Waiver for Stranded Russian Oil
This will help. But crucial to understand: India’s total crude imports are ~5.5 mil b/d. This is a minor offset to 20 mil b/d locked out of the market. Washington appears set on offering a drip-feed of relief to a major oil...
From Player to Coach: Team Accelerates Product Delivery
It's hard for me to describe how different things are than they were a week ago. I'm moving into more of a player coach role, and in the last 7 days, my team of PMs have been: - creating a "Cash...
Same Advisor, Different Decisions, Hundred‑Thousand Dollar Gap
March 2020. COVID panic. Markets collapsed overnight. Two clients. Same portfolio. Same allocation. Same advisor. What they did next created a gap worth hundreds of thousands of dollars. It will probably never close.
Shipping Rates Surge, Yet Hormuz Crisis Looms
Container Shipping Rates Rise as Asian Factories Reopen—But Hormuz Crisis Threatens New Shock. Is it time to stop talking about rates? Instead cite the metrics for container lines and for supply chains? Rethink a new reality of increasing disruption? ...
Trust but Verify: Validate AI Outputs, Not Assume Truth
"Trust, but verify" is the new data mantra for AI literacy. Teach employees to validate LLM and AI agent outputs instead of treating them as unquestioned truth. #DataCulture #AI #CIO https://t.co/aiB5P99ido
How to Extract Actionable Insights From Ahrefs Brand Radar
920392843920 people have asked me how I get insights out of Ahrefs Brand Radar. Here's me actually going through and looking at insights for Ahrefs: https://t.co/T15xG2XAlk
Pentagon Accessed OpenAI via Microsoft, Bypassing AI Ban
Everyone is selling their software through third-party carveouts. Sometimes those third parties are the fifth-most valuable companies on Earth
Omada Launches Flexible GLP‑1 Care for Employers
When it comes to GLP‑1s, many employers feel stuck between “do nothing” and “all‑in coverage.” That’s not a great set of choices, especially when they want to find a way to say yes. I’m excited that @OmadaHealth is adding a...
Japanese Stocks Surge; Fund Gains 6.7% Amid Yen Drag
February was another strong month for the Japanese equity market and for Senjin Capital Fund I. The Fund’s unit price increased 6.7% in AU$ terms, despite a ~3% FX drag from the weakening Yen. The Fund has now returned 48% net of...
Target Underserved Customers and Tailwinds for True Success
You can have a great product, team, plan, and pricing. But if you’re pursuing the wrong opportunity, none of it matters. Two questions define a great opportunity: Are there valuable underserved customers? Is there a tailwind? Strategy starts there. #BusinessStrategy #Entrepreneurship #StartupStrategy #Innovation #LeadershipDevelopment
Calling Layoffs “Efficiency” Earns Swift, Repeated Backlash
New rule: if you use the word “efficiency” to try and sound better/smarter/more caring than saying “layoffs” or “jobs lost,” immediate big kick in the butt. Immediate. And repeated.
Median-Income Americans Can Afford Only Modest Homes
This chart shows the = home price an American household on a median income can afford. More at today's Chartbook Top Links: https://t.co/1bNlhKyjp5
Limit Change Scope to Keep Projects Manageable
Trying to change too much at once overwhelms organizations. Projects like ERP implementations never truly end because they require constant updates. Focus on manageable change. #ChangeManagement #ProjectManagement https://t.co/XgwBM8TDIa