April Tax Season Squeezes Liquidity, Hits USTs
It's quarter-end with a smallish duration extension later today. More importantly a reminder that April is the cruelest month for USTs as tax payment season liquidity squeeze generally pressures financial assets https://t.co/k7egjG0Wku
Leaders Must Inspire and Warn to Harness AI
Leaders must be both the chief inspirer and the chief fearmonger right now when it comes to AI. The best will become 10x stronger. The worst will tap out. Both good outcomes for the org. Tough to play both.
Chinese Imports Are Large, Stable, and Thus Stabilizing
Hi @Brad_Setser I'd be a fool to argue with you about bofp issues. But what did I say? Are Chinese imports large? Yup. (Could they be larger? Sure but that is a different point). Are Chinese imports stable? Yup. (Might...
China‑Pakistan Peace Plan Aims to End Iran War
china and pakistan release five point peace plan for ending iran war. no mention of us and israel call to restore full passage of strait of hormuz (no iran ability to disrupt/charge tolls). initiative should be welcomed by pretty much everybody.
US VCs Embed in Chinese Labs, Courting Scientists Early
U.S. venture capital firms are no longer waiting for Chinese biotech assets to surface before investing in them — they’re moving upstream, embedding themselves inside labs and courting scientists before they publish their research https://t.co/7kOlGh0sbu
Taula Secures $1.75B, Pushes AUM Past $8.5B
Diego Megia’s macro hedge fund Taula has raised $1.75 billion in new cash, adding to its asset base as an expanding team of portfolio managers enhances its capacity to manage more money. Total AUM: more than $8.5 billion. That's despite...
China Denies Energy Bans, Neighbors Left Out
From Belt and Road to belt tightening: China's neighbours get cold shoulder on energy But so far China has offered only vague statements and has yet to even publicly acknowledge the export bans reported by Reuters and others as it focuses...
Stale Ads Kill Growth: Evolve or Lose ROI
Almost every brand I take over at $500K/month has the same problem. They found something that worked at $100K - a creative, offer, or structure. And they built a wall around it. Didn't change the hook Didn't test a new...
Beware: Fake IT Placements Demand ₹2‑3 Lakh Fees
Pune IT jobs racket offered guaranteed job with high package. Asked candidates to pay fees ₹2-₹3 lakhs. Some companies and recruiters started offering jobs which included: ₹6-₹11 lakh package Quick joining Guaranteed Placement But there was one condition: candidates must have to pay...
AI Splits Firms Into Fast Vs
"Instead AI is splitting enterprises into fast-learning and slow-learning teams and is rewarding organizations that redesign work, govern risk, and turn lower software costs into more software, not less." - @mjasay https://t.co/DpencJcAo1
Meet Me at RunwayML AI Summit for Startup Collaboration
I’m at the @runwayml ai summit in nyc today. If you’re a startup/company building with Runway’s tools, come find me. https://t.co/wX1Brsne32
Runway Unveils $10M Fund to Boost Early AI Startups
Exclusive: Runway launches $10M fund, Builders program to support early stage AI startups Part of a growing trend of young, upwardly mobile AI startups investing in early stage to cover areas of the biz they can't do in house. https://t.co/FcIMsDUTtK via...
Hiring Slumps, Layoffs Remain Low in Labor Market
The no-hire, no-fire labor market. The private-sector hiring rate fell to 3.3% in February, the lowest since Feb. 2010, when the unemployment rate stood at 9.7%. The layoff rate, however, continues to hold steady at low levels. https://t.co/oFDKXdikju
China Greets EU Lawmakers, Aims to Mend Strained Ties
China welcomes EU lawmakers' first visit in 8 years as chance to steady strained ties https://t.co/MvadiOAS0R
US Blocks Chinese EVs From Canada Despite Tariff Cut
US won’t allow Chinese EVs from Canada to enter its market, President Donald Trump’s ambassador in Ottawa said, after a January deal in which Prime Minister Mark Carney lowered tariffs on those vehicles Huh?https://t.co/vBvBuGKGqK
Job Applications Have Become Absurdly Cumbersome
upload your resume and retype everything manually and create an account and write a cover letter and complete a skills assessment and take a personality test and answer 12 short answer questions and record a fun video introduction and provide...
Map Data, Centralize Control—Simple Shift, Big Cybersecurity Impact
Cybersecurity is overdue for a makeover. More of a focus on knowing where data lives, who has access, and how risk moves. One university proved it: map the data, identify real risks, centralize control. Simple shift. Big impact. https://t.co/GLJlBbM1uN
Job Openings Rise in January, but Overall Vacancy Rate Falls
Job openings for January were revised up, but the three-month moving average continues to gently grind lower through February There were 0.9 vacancies for every worker counted as unemployed in February, near the low for the current business cycle. https://t.co/5ET6aMzmsE
U.S. Hiring Drops to 3.1%, Signaling Looming Layoffs
Yikes. The U.S. hiring rate fell to 3.1% in February, the lowest since April 2020. This is a hiring recession. And Americans are feeling it. There were notable hiring pullbacks in February in hospitality and construction. Bottom line: The job market...
Lagarde Confronts Bessent over Iran Damage at G‑7
Lagarde called out Bessent on Iran damage during G-7 video talks https://t.co/cpigdXtjAk via @jrandow https://t.co/bVj2AIUzBq
U.S. Economy Can Absorb Higher Oil Prices, Avoid Recession
Not saying it’s going to be enjoyable or inherently desirable, but the US economy can handle substantially higher oil prices without falling into recession
Fed Aims to Curb Wages to Hit 2% Inflation
The Fed would like this lower to get wage growth back down to 3% or lower to target 2% inflation.
Launching Phoenix Property Management: Hiring First Team Member
Getting more serious about a potential expansion of our property management business to Phoenix. Looking to hire our first employee there, who will help me launch and grow the business, while also managing our initial batch of properties. Link to the job...
AI Automates Image Curation, Unlocking Pure Creative Time
I lead an AI-first creative studio, and everyday we uncover a new AI use case that changes how we work. As a designer, I live inside visual references. Sourcing, organizing, and selecting imagery used to be a manual headache. Now my...
If You Can't Summarize Your Business, You're Lost
You think you know your story because you live it every day. Try this test: Open a blank document and write down your company's story in 200 words. What job are customers hiring you to do? Why does your approach work...
New Tool Reveals Early Patterns in March Core Update
Not seeing even one site with obvious core update like movement yet, but then again GSC is only reporting up till the 29th, which is two days into the March core update. It's so much easier for me to check now....
HR Reporting to Legal Signals Risk‑first, Not People‑first Culture
Who HR Reports To Says More Than You Think https://t.co/5OI7kFq0ke “People Team, Reports to General Counsel.” This communicates abt priorities & #culture: #HR serves #Legal, not People; it exists to mitigate risk & protect the co, not to advocate for...
Share the Customer’s Pain, Not Your Pitch
Cold buyer won't open up? Try the Discovery Prompter. Tell a 3-minute story about a CUSTOMER'S pain. Not your product. Not your results. Their pain. If it resonates, your buyer will think: "This person gets me." Then pass the torch: "Anyway, enough about us. Tell me YOUR challenges." Floodgates...
McCormick Resilient Amid Staples Margin Squeeze
Macro: staples face margin squeeze from commodities & tariffs. Key: McCormick volumes resilient; Conagra hit by input inflation. Risk: ongoing commodity headwinds. Trade: long McCormick — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Industry Misinformation Ignored: They've Rendered JS for Decades
There's a lot of misinformation like this in our industry. They've been rendering JS for more than a decade and had some support with the AJAX crawling scheme before that. There's even a section in their docs talking about how they...
Initiating Long Bond Shorts to Bet on Steepening
I am also beginning to leg into long bond shorts against a portion of this position to play for a steepener.
Deregulating Major U.S. Banks Increases Systemic Risk
Deregulating Big American Banks Makes Them Riskier: Very worthy reality check and truth telling by @MRVAssociates https://t.co/3c4yxlsI78
Iranian Drone Strikes Kuwaiti Tanker, Demonstrating Growing Firepower
In Iran's counterattack against the US and Israel, an Iranian drone strike hit a fully loaded Kuwaiti oil tanker near Dubai. Forget the Western propaganda. The Iranians have plenty of firepower. https://t.co/6X12Z8HDBw
Home Prices Slow, Sellers Outnumber Buyers, Prices Set to Drop
US home prices increased 0.9% over the last year, the slowest growth rate since June 2023. There are currently a record 46% more sellers than buyers nationally. Absent manipulation from the Federal Government/Reserve, prices will come down and homes will...
Willie Walsh Finally Leads His Dream Low‑cost Airline
Willie Walsh Is Back — He Finally Gets To Run The Low Cost Carrier He Always Wanted - View from the Wing https://t.co/aXXwu3myv4
US Tariffs Fluctuated Over 50 Times in Months
"In the months that followed, US tariff policy changed more than 50 times, spanning rate increases, rate decreases, new product exemptions, and new product inclusions." https://t.co/qeG5V7fXwy
Embrace Your Weirdness; It's Your Irreplaceable Product
Naval Ravikant has talked for years about the idea of productizing yourself. I keep coming back to that phrase, especially now. With so many people worried about AI taking their job, replacing parts of what they do, or even dulling...
Foreign Central Banks Cut UST Holdings to 2012 Low
"Foreign central bank holdings of USTs at NY Fed fall to lowest level since 2012 in wake of Iran war" Via @seaniechaos https://t.co/VIiwJqrZAY
Trump's Overtime Tax Deduction Hits, Stumps Democrats
President Donald Trump’s new tax deduction for overtime looks like a hit this filing season, and that’s shaping up to be a big challenge for Democrats. via @Brian_Faler https://t.co/fpMNZCrW6U
From AI Risks to Rapid Control Implementation
I hosted a roundtable at RSAC with NTT Data on AI risk. The conversation has shifted. We are past “what are the risks of AI.” Now it is: how do we operationalize controls fast enough? That is a very different problem.
Hormuz Turns Toll Road as VLCC Burns
Hormuz now a pay to pass corridor. From being forced to pay a “toll” to a VLCC attacked and on fire, a day in the maritime mess at the Strait of Hormuz. https://t.co/ENyO92nyeS
New Strait Strategy Sparks Slugflation, Overvalued Stocks
@jimcramer @carlquintanilla Jim I respectfully disagree with your upbeat assessment (as it relates to equities) of the new strategy to cede control of the Strait. The knock on consequences of this new strategy are broad, inflationary and economic dulling. The policy...
Ukraine's Drone Attacks Slash Russian Oil Exports
This is something to keep an eye on. Ukraine has been damaging Russian oil export capacity, via drone. The country's seaborne shipments last week were the lowest since 2022, but unclear if it's the start of a longer trend. ...
Create for People, Not for the Algorithm
"Post at the best time" = optimize your labor for a platform's algorithm. "Use the right hashtags" = help a platform sell your attention more effectively. "Perfect your video length" = conform your creativity to what benefits the machine. You are not creating...
Regional Banks Face Looming CRE Loss Wave
$1.5 trillion in CRE loans mature through 2026-2027. Office delinquency: 12.34%. All-time high. "Extend and pretend" is over. Banks are shifting to "extend and resolve." Resolve means someone takes the loss. That someone is regional banks — the ones with the highest CRE...
Leadership, Not Hiring, Determines Team's Closing Success
One of my agency owner students closes 80% of sales calls he’s on. His team closes only 10% of calls he’s not on. He think it’s a hiring problem, that he hired the wrong people. It’s not a hiring problem. It’s a leadership...
AI Aggregators Evolve Into Dominant Platforms, History Shows
Most people are building AI features. A few are building AI companies. Almost nobody is thinking about AI aggregators. Most Founders are asking: "Which model should I build on?" But the smart ones are asking a different question: "How do...
Use a Triage Tool to Secure Small Business Deals
Did someone else get the deal? You should have built a triage tool or just use this one I built for small business searchers like you. https://t.co/d2yvDeY2Va #SmallBusiness & Deal Making #SMB https://t.co/zSo7EexDb3
Venezuela's Bolivar Plummets 83%, Calls for Dollarization
On this week's Hanke's #CurrencyWatchlist, the Venezuelan bolivar ranks as the WORLD'S WORST currency. The bolivar has depreciated by over 83% against the USD in the past year. VENEZUELA’S TOP PRIORITY = OFFICIAL DOLLARIZATION. https://t.co/AUN4GLdvgF
Iran War Triggers Structural Oil Price Upgrade
I don't see any reasonable scenario in which the oil market exits the Iran War in a healthier, more secure condition than where things stood before the war. It's a structural go-forward upgrade to oil pricing, at this stage it's just...