Markets React to Labor Data; ADP Beat Nudges Yields
Market will be sensitive to labor market data. A smallish ADP beat pressuring Ts a bit
JOLTS Signals Worsening Labor Market Ahead of War
JOLTS gives us bad news on the state of the labor market BEFORE the war https://t.co/vqa0JUhY2f
SEA QR Payments Surge, Powering Cross‑Border Trade
The IMF has a MUST-READ report covering Southeast Asia’s (SEA’s) QR-based digital payment revolution that is transforming cross-border payments, promoting local currency usage, and boosting trade and inclusion. Humble QR payments, born in China back in 2014, are now changing all...
Transparency and Reliability Set MyFundedFX Apart
Good to see @MyFundedFX staying transparent about their operations 👍 While others faced data issues, MFF kept traders informed. Operational reliability is crucial when choosing a prop firm - compare all the key factors at https://t.co/pKoy2KH6Y5 📊💪
ARK Adds Private OpenAI to ETFs, 3% Stake
ARK is going to add private co OpenAI into some of its ETFs. I believe it’s 4th ETF to do this, and def not the last. 3% weighting. Nice scoop from @shiringhaffary @isabelletanlee https://t.co/OITULFSOS1
Crises Spike Fossil Prices; Clean Energy Is Essential Hedge
Spoke to @AJEnglish on Iran war & energy. Crises always drive up fossil fuel prices. That's not a bug but a feature of dependence. The only hedge against this kind of disruption is the clean energy transition. The economic case just got...
Founder Keeps 49% of $1B Exit via Smart Build, Funding
Julian Hearn just sold Huel to Danone for €1bn. he walked away with £420m personally. that is 49% of the exit. most DTC founders who raise that much end up with 15%. two things made the difference: how he built the business, and...
US Election Clock Forces Push to End War, Brent Slides
Brent has fallen sharply as the US sounds increasingly like it just wants to declare "mission accomplished" and end this war. I do think the midterm elections later this year mean the US is on a very tight timeline and...
Attorney General Warns Merger Harms; Data Shows Fees Already Rising
Colorado Attorney General @pweiser said: “This merger would put @NXSTMediaGroup in a position to raise the fees paid by cable and satellite companies and fire many trusted local reporters as part of consolidating the two local news operations. Because of...
Deliberate Cohesion Needed for Combat-Ready Units Amid Digital Distractions
Want Combat Ready Units? Then you have to be deliberate about building unit cohesion in our world of ubiquitous online connections, social media, smart phones, distractions. My latest article @WestPoint_USMA @WarInstitute https://t.co/yfviYCzXws
Asset‑Liability Mismatches Trigger Liquidity, Then Credit Crunches
"Asset liability mismatches cause liquidity crunches and liquidity crunches can cause credit crunches. That’s just the way it is." - Kieran Goodwin (EP.494) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Hormuz Closure Sparks Recession, Futures Hint Deflation
Hormuz Closure, December Futures Signal Post-Inflation Deflation - The closure of the Strait of Hormuz might have already triggered a global recession, with lose-lose implications for most risk assets and commodities -- particularly crude oil. Rolling to front-month just before...
Introducing Forward Deployed Martech: Real‑World Buyer Intelligence
Big announcement: chiefmartec has acquired Watchem, Bugg & Hyde, a boutique investigative services firm, to launch what I believe is the industry's first Forward Deployed Martech practice. Here's the thesis: Every martech vendor talks about "intent signals" and "buyer intelligence." But let's...
South Korea's March Exports Soar on Semiconductor Surge
South Korean exports hit an all-time monthly high in March, government data showed Wednesday, as companies rushed orders for semiconductors due to fears of supply chain disruptions caused by the conflict in the Middle East. https://t.co/5Jqd1ZxnbT via @NikkeiAsia
Betting on EUV Before AI: Vision Over Hindsight
Hindsight is a luxury, but the biggest innovations are rarely obvious at the start. I sat down with former @ASMLcompany President Martin van den Brink to discuss how they bet the company on EUV technology long before the AI boom made...
Free Services Come with Hidden Costs and Effort
OpenClaw is free. Except for the API tokens. And the server. And the 50 hours of setup. And the $600 I burned in 4 days. “Free” is doing a lot of heavy lifting. https://t.co/MFj5pVF0o6
RSM US Financial Conditions Index Turns Negative, Slight Growth Drag
"Our RSM US Financial Conditions Index, which has been decelerating since early February, has turned negative, implying a modest drag on growth." -Joe Brusuelas, RSM
Q1 VC “Record” Includes OpenAI Money Not yet Closed
Seeing some "record" reports on Q1 VC fundraising that includes all $120 billion for OpenAI. Most of the $$ didn't close in Q1.
Hope Fuels Risk Appetite, Weakens Dollar Amid Middle East Conflict
Hope Boosts Risk Appetites and Drags the Greenback Lower: Hope springs eternal, and the capital markets are trading on hope that the Middle East war ends shortly, even as missiles continue to be fired in the region. President Trump again...
Paragon Launches Korsana Biosciences, Targeting Alzheimer's
Paragon launched its 7th company today -- Korsana Biosciences, merging into the $CYCN public shell. New ticker will be $KRSA. Lead drug candidate is a shuttled anti-amyloid beta antibody for Alzheimer's disease in early studies. https://t.co/RcJ8adMakm
Apple’s Lasting Edge: Jobs’ Culture Outlives iPhone
$AAPL's greatest product wasn't the iPhone. It was the culture Jobs built to outlast him. 50 years in, that edge is as sharp as ever. Thank you, Steve. #Apple50 https://t.co/mb5vJTZqm5 https://t.co/VlrPrdXVE7
Websites Must Convey Value, Not Just Jargon
Your website should translate value, not display vocabulary. If a visitor can’t quickly grasp: • what you do • who it’s for • why it matters …they won’t stay. Your site is not for you. It is for them.
Demand Pay That Matches Your Director-Level Duties
Here’s my response to a question I got about managing extra leadership responsibilities on this week’s episode of Ask Jeb. If your compensation plan is for an individual performer but your daily tasks are for a director, you are being torn...
Beta: A Flawed Compass when Risk Matters Most
Beta is useful but imperfect. And, unfortunately, its imperfections tend to matter most when the need to manage risk is most critical. Simply, beta can be a broken compass when you need it most. https://t.co/xPNx2wvXwJ https://t.co/GFB8SiBOJR
Buybacks Can Destroy Value When Overpriced
Buybacks aren't automatically good for shareholders. A company buying back stock above intrinsic value is just destroying capital with extra steps.
Authentic UGC Ads Outperform Polished Studios 9×
I've analyzed 1,000+ winning ads. Here's the pattern: Ads that looked like native social media posts (UGC, iPhone footage) outperformed polished studio ads 9 times out of 10. Your assumption that you need high production value is wrong. Authenticity wins.
Markets Hope for Middle East Peace, Expect Consolidation
The capital markets are being driven by hope that the Middle East war ends shortly. Markets are anticipatory. Still, they do not always get it right. Ahead of POTUS speech tonight, consolidation may be most likely scenario. https://t.co/6peh5F9uHH https://t.co/aae8efFiPO
Each Dollar of Debt Increases Rate Risk, Reduces Crisis Flex
From the @wsj “the safety of Treasury debt is a function of math and confidence…. There is no magic number where U.S. debt becomes unsustainable, but every tick upward leaves the government more exposed to interest-rate fluctuations and less able...
South Sudan Blind Without Money Supply Data Since Oct 2024
South Sudan’s government hasn’t produced RELIABLE MONEY SUPPLY DATA since October 2024. SOUTH SUDAN = NO RELIABLE DATA = FLYING BLIND https://t.co/nPGh0aY8rq
Trump’s Iran Address Could Spark Volatile Futures Moves
If yesterday's rip-roaring rally wasn't enough and you were not entertained, then----- Tonight, Trump addresses the nation on Iran. Here are the scenarios, what I'd assign to each, and how futures likely react:
Half of Companies Offer 11‑15% Premium for AI Talent
Nearly half of firms willing to pay 11% to 15% premium for AI skills https://t.co/H9zytRQXzD via @CFODive
Iran's Oil Role Threatened Amid U.S. Military Pullback
It’s a new day & I’m on @Bloomberg Surveillance this morning (6:30am) to discuss #oil #Iran latest devs. Military is building up but Trump wants to wind down operations in 2-3 weeks. Will Iran remain the Persian Gulf toll collector @ACGlobalEnergy...
Eurozone Inflation Likely Exceeds 4.5% Next
We're slightly above 4.5% in the Eurozone for next year, adding 0.2-to-0.3pp to the headline on its own, and I feel like we're lowballing it. No amount of demand destruction are likely to stop that either, unless it gets really...
Zapier Makes AI Fluency Mandatory for All Hires
Zapier now requires AI fluency for every hire, building AI competency into its hiring rubric a year after going AI-first https://t.co/g3NS0ul1W9 #ArtificialIntelligence #Technology #Innovation #Tech #TechNews https://t.co/UOgvoBidKB
AI Advances Won’t Boost GDP Growth Beyond Current Trends
The Forecasting Research Institute surveyed 69 economists, 52 AI experts, and 38 superforecasters on AI's economic impact: they predict major AI progress but no dramatic break from current GDP growth rates by 2030 or 2050 https://t.co/6YyUQtZBqG #ArtificialIntelligence #Technology #Innovation #TechNews
Markets Rally as Trump Iran News Eclipses US Retail Sales
Trump’s Iran update vs US Retail Sales - that’s the main focus for markets today. Stocks up, dollar down, Gold firm but Oil still above $100. Here’s what to watch 👇 https://t.co/gU5QbERzUH
Apple's Early Allies Got Nothing Despite Company's Fortune
As Apple celebrates 50 today, there’s some brutal stories out there about one of the richest companies on earth. Steve Jobs’ best friend Dan Kottke, who he lived with, and who worked in the garage in the early days, was...
India Resumes Iranian Oil Imports, Undermining Sanctions
After a 7-year hiatus, India is about to import its first Iranian oil. At ~$100 a barrel. Quite the achievement in Washington for the long-term strenght of the economic and financial sanctions regime.
One Fix Solved Security, Cost, and Complexity
Three things broke when we scaled our AI agent stack. Security. Cost. Setup complexity. We fixed all three in one move. 👇
Instantly See True Liquidity, Avoid Margin Call Risk
Thinking you have deployable cash is a risky mistake that leads to surprise margin calls for many options traders. @Tradesviz Options Command Center instantly reveals your true liquidity, exposes hidden concentration risk in your Capital Reserved breakdown, and shows exactly when...
When SaaS Hits $50K MRR, Tiny Fees Don’t Matter
At $50K MRR with typical SaaS margins that’s $35K going to your bank every month after costs. Congratulations you’re printing money. At that point, life is so freaking good, and you cultivate such an abundance mindset, I guarantee no founder...
New Framework Elevates Workplace Wellbeing Standards
Introducing a New Professional Framework for Workplace Wellbeing @ABPsychologists @AffinityHAW https://t.co/AsRFT4jjML #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Resistance to Change Often Masks Inadequate Preparation
Is 'resistance to change' just an excuse for poor preparation? When training is irrelevant and communication is generic, people struggle. Blaming them isn't the solution. #ChangeManagement #Leadership #WorkplaceCulture https://t.co/NNPCnBf93n
CBDC Leaders Still Back Cash, Not Eliminating It
Is this what passes as scholarship at the @OMFIF these days? "Don’t kill cash - OMFIF" No CBDC-building nation has proposed the elimination of cash. Look at China and India as examples of the two largest. Both...
London Sets Branding Standard Adelaide Should Emulate
Distinctive Brand Asset that is one part of making London the best branded city on the planet. My beautiful Adelaide has a lot to learn.
Gilts, Euro Bonds Rally as Oil Slumps on Iran Optimism
Gilts and European bonds surge as oil drops on Iran war optimism https://t.co/FkSGPhfdFv via @alicegledhill1 @highisland https://t.co/pKqalXyzEV
BP Appoints Meg O'Neill, Fourth CEO in Six Years
In non-Iran news, BP new boss Meg O'Neill started today on her job. She's the fourth CEO in six years running the British oil major. O'Neill will face shareholders first at the company's AGM, secheduled for April 23, and potentially again...
Middle Powers Rally to Fill US Void in Global Trade
1/6 FT editorial: "Other governments have not done much to play the role the US once did of seeking to anchor the world trading system. Mark Carney, Canada’s prime minister, and others have been talking about an alliance of middle powers...
Libyan Dinar Plummets, Ranks 5th Worst Globally
On this week's Hanke's #CurrencyWatchlist, the Libyan dinar ranks as the WORLD'S 5TH WORST CURRENCY. The dinar has depreciated by over 26% against the USD in the past year. LIBYA = ANOTHER REGIME CHANGE FAILURE = A FAILED STATE. https://t.co/3GHuHYqn9N
China's New Home Prices Tick up in March
Reuters: "China's new home prices edged up in March, reversing a decline in the previous month, supported by a seasonal pickup in demand in major cities. New home prices in 100 cities rose 0.05% from a month earlier after falling...