Profitability Doesn't Mean Cash Flow Health
Ever feel “profitable” but still broke? This is one of the biggest traps in business. ⸻ A precision engineering SME had strong margins. But paid for machines upfront. Waited 90 days to get paid. Every big order felt like a risk instead of a win. This isn’t bad management. It’s a timing mismatch. Some businesses grow slower just to survive it. Would this change how you see “profit”?
ECB's Wunsch: Euro Gains Strength Through Expanded Global Role
Euro could strengthen with a bigger global role, ECB’s Wunsch says https://t.co/Qg36hBmWVe via @LyubovEUWorld https://t.co/LrN4SLJExv
Stop Waiting, Start Inventing Solutions to Your Problems
Entrepreneurs don’t predict the future. They invent it. MrBeast turned videos into burgers and games, Sara Blakely turned $5,000 into Spanx, and Hamdi Ulukaya turned a closed factory into Chobani. An Amazon employee built 1‑Click, a Frito‑Lay worker created Flamin’ Hot Cheetos,...
India VIX Shows Iran War Risk Already Priced In
Have we discounted the IRAN war risk in markets? Using the India VIX to consider the idea that the worst of our fears may already be in the market https://t.co/LzpXAJuIYv https://t.co/H4WBbxWV2k
Curiosity Drives Job Satisfaction and Financial Innovation
#TimTalk - Explain the upward trend between high curiosity & KPIs like job satisfaction & financial innovation? with Dr. Debra Clary https://t.co/z3MHEqIDr1 via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management
China Advances Power of Siberia 2 and Far‑East Gas Pipeline
March 5 (Reuters) - China will push forward early-stage work on the Power of Siberia 2 project, while building the China-Russia Far East natural gas pipeline under its 2026-2030 five-year plan, which was released on Thursday.
Homebuilders Cut Starts, Offer Incentives Amid Low‑Ball Offers
Atlanta Fed Beige Book: “Homebuilders pulled back on housing starts and utilized incentives to shrink speculative inventory. Some builders reported home buyers shopping around for the best deals and often presented “low-ball” offers. This is especially true in the entry-level...
Turn Constraints Into Leverage, Not Just Problems
If you see only problems, you’re not being rigorous—you’re being narrow. Every constraint contains information about leverage. Every bottleneck reveals where design failed. A problem-only lens distorts reality; it overweights friction and underweights optionality. Clarity means seeing both the obstacle...
Hormuz Closure Threat Spurs Oil Price Surge
Same. I wrote about this past few days for clients because too many are complacent: Hormuz Heightens Risk & My Crude Oil Price Target https://t.co/jNvbWvy4Rt
Productivity Gains Masked by ‘Ghost GDP’ Distribution Gap
This is the last point I will make regarding the piece, as I am really glad to see that name calling has resolved to constructive discussion and a genuine exchange of thoughtful commentary like that offered by Professor Damodaran. If you’re...
Don’t Forget: Regularly Verify Your Domain Expiration Dates
PSA check your domain expirations. Had a non-critical but one I want to keep, almost expire. Easy to miss since I only check email very infrequently, and I'm probably not the only one.
Turn a $500K Ask Into Realistic Growth Strategies
If an investor wrote you a $500K check right now and needed a 3X return in 1 year, what would you do?
Asia Faces Modest Growth, Rising Defense, Soaring Energy Costs
On @CNBC in an hour to discuss Asia (China and India). China growth target is soft but same as many expected which is 4.5% to 5%. Defence spending rises officially +7% but many say real spending increase higher. The headlines are really about...
GenAI Unifies Multicloud Data to Tame Chaos
"Multicloud chaos is fundamentally a data problem, and genAI's edge is building a unified semantic layer over configs, logs, schemas, and lineage." #SRE #Cloud #CIO https://t.co/vBzM21vM14
Future Moats: From Code to Data, Brand, Community
Five years out, when billions of coding agents exist, software development will be largely solved. The traditional moat of “we have better engineers” disappears. Products will be copied, improved, and open-sourced almost instantly. Defensibility will shift away from code itself,...
China Sets Historic Low Growth Target, Signaling Slower Era
China Signals New Era of Slower Economic Growth—Beijing sets historically low growth target of 4.5% to 5% @hannahmiao_ @TByGraceZhu @ByXiaoXiao https://t.co/o4Z2iYoVdw https://t.co/o4Z2iYoVdw
Skipping Due Diligence: A Straightforward Legal Mistake
Nah. It was cut-and-dried law. He signed the deal and chose not to do the due diligence.
Outdated IT Policies Still Block AI, Others Deploy Freely
It is amazing how many companies I talk to STILL have AI effectively blocked by IT & legal departments for out-of-date reasons when many companies in highly regulated industries have figured out ways to deploy enterprise ChatGPT, Claude & Gemini...
AI‑savvy CEOs Keep SaaS Alive, Others Fade
I think the "SaaS is dead" debate is dumb. "SaaS with CEO's who don't get AI" is dead. SaaS with CEO's who are still clearly as in love with technology and agents as they were on Day 1 of their startup will...
US Stocks Close Gap, End Worst Start Since 1995
US plays major catch-up to ex-US YTD... @augurinfinity No longer the worst start to a year since 1995... not by a long shot $SPY $VEU $VTI $ACWI https://t.co/l8DRcKNBof
AI‑driven Layoffs Demand Generous Severance Packages
If there is a layoff then what will your severance package be? If you are at a large company then it might look something like the below, which is pretty generous. And if AI is used as the layoff excuse….they better be...
Turn Distressed Assets Into Home Runs with Yield‑based Underwriting
How do I underwrite deals to ensure that (if I get my offer price) the deal ends up being a home-run? This is how. This is a real deal I submitted an offer on a while ago. 56 units, priced at...
Top AI Founders Pitching Opportunities at Conviction NYC
3.11 in NYC: @Conviction’s “Mixture of Experts” ✨a curated set of the founders you need to know in AI, pitching you (engineer, researcher, product person) their company to join 💫 https://t.co/hXUsZctqfH
Israel, U.S. Target Iran's Leadership, Undermining Negotiations
Israel and the U.S. are steadily eliminating Iran’s top leadership, including figures capable of negotiating an end to the conflict... Join our Analyst Tier on Patreon to watch the full video ➡️ https://t.co/R47Ca3Pp6h #iranwar #military #geopolitics https://t.co/HS9nDRCPcB
Clients Panic, Flood Me with “Sell?” After Market Crash
The morning markets crashed on Liberation Day, my phone didn't stop. By 9am, I'd received 14 messages from clients. Every single one asked the same question: 'Should I sell?'
Supply Chains Shifting Back to Americas, Leaving Middle East, Asia
This is a predictable trend and highlights the importance of companies moving supply chains back to the Americas. Middle East today, Asia tomorrow.
Analysts Keep Downplaying Momentum, Repeating Past Mistakes
I am very confused why they keep downplaying the momentum. They did the same thing in 2020 during the early days of the COVID recovery and were slow to recognize the freight recession in 2022.
RSAC Attendance: Join ISMG Team to Discuss AI Security Trends
RSAC is coming up. I will be there with the ISMG team. If you are attending, let’s connect. Curious what themes you expect to dominate this year. AI security? Identity? Platform consolidation?
Takeda Slashes 400 US Jobs in Restructuring
Takeda to Cut 400 US Jobs as Part of Overhaul, Nikkei Says @business cc @dailyjobcuts @MacroEdgeRes
UP‑NS Merger's 2 M Truckload Claim Is Negligible
Union Pacific claims that’s its merger with NS would take 2m truckloads off the road each year. That is approx 6k trucks in total, roughly equivalent to Prime’s fleet. Pretty inconsequential in the big scheme of things.
Four Decision Gates Before Renewing Your LMS
NEW: Do you use an #LMS for #training? Eventually, you'll face contract renewal. But what should you do before you re-up? Take a beat. Here's my renewal advice as a longtime consultant: "Should You Renew Your LMS? Navigating 4 Decision Gates"➡️https://t.co/DQ4MXQo5oG #B2B #ATD...
AI Poised to Upend Software, Jeopardizing Private Equity
The Extinction of Private Equity? My latest memo on the potential of AI to disrupt the software industry and its effect on private equity: https://t.co/GMi44JG2PQ https://t.co/oZYyMnfppx
Netflix Gains $2.8B After Dropping Warner Deal
Netflix, After Walking Away From Warner Bros. Deal, Will ‘Move Forward’ With ‘$2.8 Billion in Our Pocket That We Didn’t Have a Few Weeks Ago,’ CFO Says https://t.co/ztTl2wiPxD via @variety
Netflix CFO Confident Regulatory Approval for Warner Acquisition
"We had high confidence" of getting through regulatory, says Netflix CFO Spencer Neumann on pursuit of Warner's studios and streaming operations.
CIOs Must Evolve: AI Drives Strategic Leadership
AI is rewriting the rulebook for leadership. 🤖📈 @Gartner_inc reveals how CIOs must evolve as AI transforms the workplace. It’s time to move beyond the hype and use AI for real strategic planning and continuous improvement. Read more here: https://t.co/XDAHd3CquP #GartnerIT #CIO #AI...
Netflix CFO Says Company Remains Small, Poised for Organic Growth
Netflix CFO Spencer Neumann says at Morgan Stanley conference that the streaming company "is small" with a runway for organic growth.
Poland Eyes Central Bank Funding for US‑aligned Rearmament
Poland’s right wing president Karol Nawrocki is hatching a plan to use the NBP (Polish central bank) to help finance Polish rearmament. Except as Bloomberg notes, legally, the cbank isn’t allowed to finance the govt. Why do they want this?...
NY's Top Venture Capital Firms Ranked by Crain’s
The Largest VC Firms in the New York Area according to Crain’s New York Business (2/23/26) https://t.co/lbkNXcwzE2
Qatar LNG Shutdown Tightens Supply, Pressures Emerging Markets
Oil and gas price shocks hit emerging markets more than developed. Not to mention South Korea and Japan are major buyers (read: dependent). BOJ inflation-induced rate hike can be pulled forward from my Q3 projection to Q2. $USDJPY
Match Tasks to Your Energy Peaks, Not Just Deadlines
We don't talk about energy accounting enough. High focus work? In high energy windows. Low energy work? For logistics, not thinking.
Delays in Tariff Refunds Cost Taxpayers $700 Million Monthly
"Tariff refund delays could cost U.S. taxpayers $700 million a month in interest, report finds" https://t.co/MHgXnrl4vk
Russia's GDP Shrinks, Inflation Claims Unmasked
It was actually contracting before, they just lied about the inflation numbers. But nice to see it's contracting so much that they can't cover it up anymore. 🔥🔥🔥
Find Straightforward Banks for Efficient Fund Management
Which banks don’t suck for Fund managers Need to be able to txt a person and get stuff done without nonsense
Tencent Buys 15% of Arrowhead Amid Meme Backlash
Tencent took a 15 percent stake in Arrowhead Game Studios. Some players starting lashing out at a recent Chinese New Year cosmetics bundle with a certain meme that was quickly banned on the Discord.
From Associate to GP: $95M Fund, 16 Niche Deals
1. Left an Associate role at a mid-market private equity firm 2. Raised $95 million over three years 3. Completed 16 acquisitions In this episode, I sit down with Kaido, who started his career at a PE fund in New...
Coal: Unexpected Hedge for AI Boom and Economic Rebound
I know it's only March but if you know anyone in your family is going to be on the naughty list you may want to consider hedging your future coal purchases with a long $COAL position. You're competing against the...
Energy-Driven Inflation Drowns US‑Iran Conflict, Fed Cut Hopes Slump
One of the side effects of the blasé market response to the US-Iran conflict is economic concerns seem to readily overridden by inflation expectations from higher energy prices. Expectations for Fed rate cuts through 2026 have dropped to -41bps -...
Podcast Interviews Shaping Startups and Careers
lol heard a 2nd startup today that has made sales and evals based on this podcast its fun to be "just an interviewer", but i'm always mindful/humbled by the fact that we are playing with live ammo here. LS has directly...
Know Your KPI Levers, Not Just Acquisition Numbers
If you can’t explain how to deliberately move a KPI, you don’t understand your growth. High acquisition doesn’t mean high value. The real question: Are you attracting customers you actually want? Curiosity about your data > more dashboards. #KPI #CLV #BusinessStrategy #MarketingStrategy #Leadership
China’s Composite PMI Hits 3‑Year Low, RatingDog Peaks
The February PMI updates came across the wires earlier today - the final readings for much of the developed but first reading for China. Notably, the Chinese gov't's own composite dropped to a 3-year low while the 'RatingDog' surged to...