Trump's Iran Attack Sparks Trade Uncertainty and Logistical Disruption
Trump. Uncertainty. Disruption. No equilibrium. What would that mean to trade, supply chains, and logistics?
Brand Fuels Performance; Performance Rarely Builds Brand
It's often said that "brand drives performance, and performance builds brand", but in many cases only the first half of that statement is true. Which is problematic when you have a program whose budget heavily favors performance marketing. Brand definitely...
Russian Rail Freight Plummets, Flagging Economy Amid War
Russian rail freight. Drops. Sign of economy. Exports. Russian Railway. Large employer. What comes next? For economy. For Ukraine war.
Find Clarity by Naming What
Work the edges when the center is fuzzy. Name what is clear. Clarity grows from knowledge. What’s clear? What’s important? What doesn’t work?
ISM Prices Hit 70.5, Steel and Aluminum Costs Surge
ISM prices surged by 11.5 pts to 70.5, highest since Jun 2022. ISM said higher px for steel & alumin drove px index. That is unsurprising & has been evident in PPI data since Liberation Day. For manufacturers, the cost...
Paramount's Secret Weapon to Overcome Warner Deal Hurdles
Out @Lmanfredi7 lays out the path for Paramount to clear the Warner deal- the hurdles and the company’s secret weapon.
Backchannel References: Recruiting’s Subtle Tool for Discrimination
For whatever reason, we're having this conversation again so let me be clear: Backchannel references are Recruiting's low-key favorite way to discriminate.
Bond Yields Spike, Markets Remain Unpredictable Amid War
War & Mortgage Rates: We're All Along For The Ride Since I am old & have been around for many Geopolitical Events I have learned 2 things: - No one knows exactly how things will turn out - The initial reaction of Financial...
Memory Shortage Persists in ISM Manufacturing Survey
Memory shortage reported back to back months in the ISM Manufacturing Survey. I suspect this will be with us for a while.... https://t.co/RUpjKtiOJ6
Broad Market Breadth Improves, Favoring Value and Cyclicals
Second strong ISM NO print in a row. I'm not bullish, I'm BROADish. We see macro and micro breadth improving into 2027. Benefits to value, cyclicals, active management. https://t.co/geofWJYULy
Recipe Site Gains Momentum After 2023 HCU Launch
Wow, this is a recipe site I worked on after the 2023 HCU... cool to see its visibility growing so much now. https://t.co/tHwxnVrRKs
Consolidation Saves Space, But Disrupts Clinical Documentation Trust
System consolidation looks efficient—until you count the cost of disruption. Strong view from @Provationmed on why migrating away from purpose-built clinical documentation puts adoption, revenue, and trust at risk. ➡️ https://t.co/WahjLaV8Wl #ClinDoc #CIOInsights #HITSM
Traders Slash BOE Cut Odds Below 50% for March
Traders trim BOE bets, see less than 50% chance of a cut in March https://t.co/qbysIjoLyJ via @highisland https://t.co/TOAzMgmV6e
MBAs Spot Digital Gap in 27‑Year HVAC Business
How MBAs look at a 27 year old HVAC business in Omaha with no website:
Google Discover Gets Major Profile Updates – New Article
Nice new article on Google Discover and the latest Discover profile changes by my teammate @JohnnyHerge https://t.co/iQap8dufeJ
Core Inflation Hits Highest Since Early 2024
CPI and PPI translations into PCE suggest core prices in January rose around 0.43%, give or take. That would be the highest month-over-month reading since February (which was +0.448%) and annualizes to 5.3%. It corresponds to a 3.1% y/y rate, the highest...
New ClickFlow AI Visibility Tracks Brand Presence Across Platforms
Happy to announce that we just added our AI Brand Visibility feature in ClickFlow. It tracks how brands appear across AI platforms like ChatGPT, Gemini, and Perplexity: ranking position, mention type, sentiment, and competitor comparison. ClickFlow is our *quality* content generator and...
Raise Money Only When You Have a 10x Plan
If you want to raise money because “This would be a lot easier with a little more money,” you are not ready to raise money. If you want to raise money because “I know how to use $X to 10x the...
Italy's 2025 Deficit Exceeds EU 3% Limit
Italy’s deficit breached the EU’s 3% ceiling in 2025 after all https://t.co/khPIWxEtbb via @donatopmancini https://t.co/QURIoNIGBe
Subq Inventory Expense Shifts Income, Potentially Doubles TAM
Note for $TGTX, this year has $100m in expenses building inventory for Subq - from a theoretical accounting perspective should really be capitalized (and then written-off if failed or amortized in year of sale), but in actuality gets deducted from...
Breaking English Monopoly: Live Multilingual Trade Translations Launch
For the last 250 years, English has been the language of global trade. Flexport Translations changes that, allowing importers and exporters to communicate in their own language with live translations (powered by @grok) so they can understand each other. We've...
ECB Signals Quick Rate Moves Amid Gas Surge
The Fed has been quiet but THIS ECB comment shows you how central bankers are thinking about the rise in oil/gas prices Minutes after European natural gas surged 50%, an ECB Governor said they’re ready to “move quickly” on rates. Energy spike...
Courage Simplifies: What Feels Complex Is Often Simple
A Monday morning question for you: Is the situation actually complicated or is it really quite straightforward, but you're making it complicated because it requires a lot of courage to make the straightforward decision?
First-Year SaaS Success: 5 Essential Lessons Learned
I created a 6-figure SaaS in my first year hitting $200K ARR. And I've learned more about myself in 12 months than I have ever in my career. 5 lessons I wish someone told me before I started.
Massive M&A Spree: Premium Deals Across Sectors
Today's M&A notes - $WBD to be acquired by $PSKY for $31.00, 147.2% premium, $110bn - $AES to be acquired by GIP / EQT / CalPERS / QIA for $15.00, 35.5% premium, $33.4bn - $ASCU.to to be acquired by $HBM.to for 0.242x shares,...
AI‑Driven Investing Demands Conviction, Culture, and Risk Discipline
Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across...
Suez Canal Transits Slip 7% Amid Middle East Tensions
Suez Canal transits. By vessel types. Will the next one show the impact of the US-Iran war?
Oil Shock Threatens Inflation, Yields, Market Deleveraging
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
High Finance Remains AI‑Proof, Threatened Only by Socialism
You have to understand that the high finance industry is the most AI-proof (minus back office) because the edge has never been about efficiency It’s regulatory arbitrage, liquidity monopolies, and bilateral custodial trusts backed by war Its only real vulnerability is socialism
GENB CEO Describes Emotional Whirlwind Going Public
2March: How did @generate_biomed CEO @mike_nally describe his whirlwind of emotions as his company went public? Read what he and CFO Jason Silvers, MD, JD said about $GENB plus updates on $CASIF, $NVAX, $PMVP & $SRPT in my latest StockWatch...
Publishers' Dues Belong to Unions, Not Individuals
I wrote all about how I once believed in the power of paying one’s dues. And now I believe that the only dues publishing workers should be paying is for a union. https://lithub.com/a-series-of-unfortunate-salaries-maris-kreizman-on-fighting-the-publishing-industrys-elitism/
Paramount CEO: No Production Cuts, Streaming Demands Investment
"We have no intention to pull back on production," says Paramount CEO David Ellison, who adds combining streaming requires investing in content to achieve growth goals.
Founders Should Trust Their Gut Over Data
“Trust your gut.” That was Jason Fried answer when I asked him what advice he’d give every B2B SaaS founder. And it hit because it’s uncomfortable. We’ve built a whole business culture around justification: – data-supported decisions – evidence-based roadmaps...
Legacy Infrastructure Slows Decisions, Innovation, and Integration
Legacy infrastructure isn’t just a technology problem. It’s a speed problem. It slows decisioning, innovation, and the ability to connect modern solutions across the enterprise. https://t.co/f6tGEUmM7Q
Aligned Marketing Creates Predictable Revenue Through Clear Messaging
If your sales aren’t consistent, your marketing isn’t aligned. You don’t need more content. You need clarity. One message. One transformation. One cohesive customer journey. When your marketing systems works together, your audience feels confident buying and that’s when revenue becomes predictable. 👇 Comment TRAINING and I’ll...
Bruce Honors Mascots While Chasing P&G Sale
Meet Bruce. He’s Got a Long Line of Advertising Mascots to Honor in Quest to Sell for Procter & Gamble https://t.co/CEGcvtR0UM via @variety
Weekly SEO Recap: Google Updates, Bugs, AI Risks
Catch up on last week with the SEO Video Recap covering the Google Discover core update being done, Google volatility, search serving bug, AI prompt injection, Google Ads, local, Bing guidelines and more https://t.co/yRf42eN8G0
Gas Prices Jump
UK & European gas price benchmarks have both hit 12-month highs, jumping ~50% today after Qatar paused production in the face of Iranian attacks But it's worth putting this in perspective – we're a long way off the insane spikes we saw...
Diversify Globally for Outsized Returns Beyond the S&P
Start of 2025: ‘Why should I own anything outside of the US?’ 14 months later: South Korea +204%, Peru +143%, South Africa +108% … S&P 500 +18%. The future is unknown. That’s why you diversify. https://t.co/2Lpruh2h0i
P&G Eyes Mascot for New Weed‑killer Brand
Procter & Gamble has backed ad mascots ranging from Mr. Clean to the Charmin bears. Now it's hoping to add another one to its roster --- for weed-killer? https://t.co/CEGcvtR0UM via @variety
Scale Agentic AI Fast or Lose Banking Edge
McKinsey says agentic AI could fundamentally reshape global banking. But it warns banks not to get trapped in endless pilots and proofs of concept. The competitive edge won’t go to those experimenting the longest, but to those scaling fastest. https://t.co/rrt7ROCCBl @DigWatchWorld @mckinsey
Europe’s Energy Dependence Exposes Critical Structural Vulnerability
Europe is once again reminded of a structural vulnerability. As I told @politico: “The fact is still that Europe imports most of its energy from other countries. And I think events like this just highlight how problematic, how risky that is...
Growth Depends on Capital Allocation, Not Marketing Effort
At $10M ARR, pipeline isn’t driven by effort. It’s driven by capital design. Marketing at this stage is not creativity. It’s capital allocation. If you hire a CMO but: • Don’t fund demand • Don’t fund enablement • Don’t fund...
Cold Outreach Success Is Pure Math, Not Talent
You don’t have a closing problem. You have a math problem. The average response rate on cold outreach is about 5%. That means for every 20 messages you send, one person replies. Not that one person buys. One person replies. Most agency owners...
Altruist AI Tax Tool Sparks Custodian Stock Selloff
In this month's latest in #AdvisorTech news. @altruist's launch of a new AI-powered tax planning add-on to its Hazel AI notetaker, which triggered a big selloff in the stocks of established RIA custodians like @CharlesSchwab, @LPL, and @RaymondJames: https://t.co/GaoXPwW9F3 And other...
Paramount CEO: No Asset Sales if WBD Merger Proceeds
Paramount CEO David Ellison says no asset sales planned at this time if WBD deal goes through.
Paramount CEO's Forced Excitement Masks Warner Deal Hype
Paramount CEO David Ellison calls deal to acquire Warner, "a unique and thrilling moment." Alas he said it with the enthusiasm of a parking attendant telling you to head to the roof for a space. Pre-recordings never sound exciting.
Paramount to Merge Paramount+ with HBO Max
On investor call, Paramount confirms it plans to put P+ and HBO Max together, making one service from the two.
Charter's Mobile Surge Contrasts Home Internet Decline
.@charter is crushing it in mobile and bleeding in home internet. So Charter just hired the operator who made Frontier acquisition-ready. 🧵📉
Par‑WBD Forecasts $69B Revenue, $18B EBITDA
Combined Par-WBD estimated to have $69 billion in proforma revenue and $18 billion in EBITDA.