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...
Trump Poised to Acquire Media Stakes via Netflix Debt
Did not have President Trump buying Netflix debt on my bingo card. How long until he is taking direct stakes in the media business? Remember Jared's Affinity Partners "pulled out" of part the Paramount investor group in December. $PSKY $WBD...
Trump Sends Interior Secretary to Venezuela for Oil Revival
President Trump deployed Interior Secretary Doug Burgum to Venezuela as part of his bid to revive oil & mineral production there. In between conversations with oil and mining executives, Burgum is now meeting w/ interim President Delcy Rodriguez. https://t.co/beZPI3VM4I https://t.co/vc6M08u0pz
US Must Pay Interest on All Tariff Refunds
"US to Pay Interest If Ordered to Pay Importers Tariff Refunds" https://t.co/An3drmGJ4F It is the law, after all. Question is: how many refunds actually get issued after a lengthy court/administrative battle. The answer should be: all, now. But... https://t.co/xGmrydPr1P
CIOs Must Enable AI with Automated Guardrails
CIOs can't be the "office of no" on AI. Boards want efficiency, employees want LLMs, SaaS apps ship embedded agents. The only viable path: safe acceleration with automated guardrails, not manual blockers. #AI #GenAI #CIO #SaaS #ITStrategy https://t.co/8OLLAWNSNL
Take a Small Step Today, but Still Plan Ahead
When faced with a monumental project, often people say: What’s one thing you can do today that moves this forward at all? Do that. Good: It gets you unstuck and starts momentum. Bad: It’s not a plan for how to actually accomplish...
U.S. Large‑Cap Stocks Overpriced by 176% Historically
Large caps are extremely expensive, well beyond 3 standard deviations above average, but back a little from last year's all-time high. These two charts come from long-run valuation work (Advisor Perspectives / Crestmont style datasets) and show how expensive the U.S....
5 Hot Digital Products to Launch Before
Sell These 5 Digital Products Before They Get Saturated (2026) WATCH HERE 👉 https://t.co/uSwvC4ILNY I'm showing you the exact 5 digital products I'd launch if starting from zero in 2026 as a complete beginner https://t.co/xtyGDntRls
One Person Replaces $60K Team, Drives 32
I spent 12 years figuring out how to collapse a $60K/month growth team into one person. The results: 3.15% forecast to target across $3B in GMV. 32% yoy revenue growth. 41% yoy contribution margin growth. Here's the entire playbook. https://t.co/0oPoA7oEd8
Nvidia CEO Warns $30B OpenAI Investment Could Be Final
Nvidia CEO Huang says $30 billion OpenAI investment ‘might be the last’: CNBC $NVDA $AIQ
Yield Rise Minimal Despite Growing Middle East Tensions
Mideastern commodity force majeures beginning to populate my X feed Western company evacuations of Mideastern countries beginning to populate my X feed Western investor consensus still heavily weighted to this being a short conflict. Yet 10y UST yields are only up to 4.08%?...
Fed Stuck: No Cuts Amid Rising Stagflation
The Fed is trapped. Oil at $81 → inflation rising. Stocks selling off → growth slowing. Yields above 4% → no room to cut. Stagflation isn't a theory. It's a Tuesday. Rate at 3.5-3.75%. Next meeting March 17. They will do nothing. And that's the problem....
Three Tectonic Forces Reshaping Organizations by 2026
The State of #Organizations 2026: Three tectonic forces that are reshaping organizations @McKinsey https://t.co/nmj7SFLZLE #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
FDA COO Butler Retires After One Year; Deputy Assumes Role
after just one year in the position, FDA COO Butler will retire, and his deputy will take over in April - https://t.co/9qmmIiuWX2
CIOs Must Prepare for Uncertain, High‑Impact HNDL Threat
A strategic roadmap for the post-quantum CIO | @CIOonline https://t.co/UgFtyYdqYb My take: Harvest now, decode later (HNDL) is one of the hardest threats for CIOs to prepare for. Because it’s entirely unclear how big an issue really is. But probably...
U.S. Gasoline Demand Drops as Per‑Capita Use Plummets
U.S. Gasoline Demand Fell Further amid Long-Term Structural Shift: Plunging Per-Capita Consumption. Even as miles driven rose to a record. https://t.co/8h6llBxdie https://t.co/2aI68HuTGs
Humility in Leadership: Unaffordable Luxury?
#TimTalk - It being tender and humble in leadership a luxury that we cannot afford? with Urs Koenig https://t.co/TBYkZ1cTns via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management #Inspiration https://t.co/gEy5sf0WFi
Success Often Depends on Luck and Timing
Success isn't always about hard work. Sometimes, it's about being in the right place at the right time. Recognize the role of luck and timing in your journey, and don't be too hard on yourself during tough times. ❤️
Mortgage Rates Nearing Sub‑6% Despite Week’s Volatility
Even with all the madness of this week #mortgagerates are almost back below 6% #realestate #housing #chartdaddy #mortgagespreads
Pitch, Learn, Then Build Without Waiting for VCs
I’m hearing a theme lately from the tech startup crowd. They're doing lots of pitching, lots of applause and interest… that leads no where. VC firms either being super risk averse or using potential investment as a carrot to get...
10 Venture Capital Firms Hiring Investors Now
10 venture capital firms HIRING investors right now 👇 ♻️ Repost to make VC more accessible.
New Atlas Tool Tracks Iran War Shipping Disruptions
We just updated Flexport Atlas to better track disruption to container shipping from the Iran war. Go to https://t.co/W2RkZnA4nS and use hotkey “D” to toggle it on. Our status calculations (all real time) Stalled: stayed within 30 km radius for 24h ...
AI Accelerates Product Cycles: 21-Day Launch Documentary
AI is compressing how we build. Roles collapse, roadmaps expire quickly, and you end up rewriting the product every few months. So we thought we’d give people a behind-the-scenes look. 21 Days to Launch, a Replit documentary. https://t.co/isWq9KtMIO
AI Recommends Keeping HubSpot over Costly Rebuild
Turns out HubSpot isn't dead. 💀 I gave Claude Code 30 days of AppSumo software costs ($100,000) total. Asked it to analyze cost, effort, maintenance of replicating all the software we are using. It found ~$500 / month in costs but many of...
Iran Dispute Threatens US Farm Exports, Especially Olive Oil
🇺🇸🇪🇸USA & Spain are at odds over Iran, and Trump has floated a trade embargo. What could that mean for U.S. ag? On the import side, olive oil would be the biggest victim. USA exported a record $2.4B in farm goods...
Don’t Let Brain Fatigue Drive Your Business Strategy
Before you switch direction, take a hard look at the work you did. Did you learn something concrete that clearly requires changing strategy? Or did you push hard and now your mental system is tired and wondering where the dopamine payoff...