Strait Closure Will Trigger Oil Price Spike, Curb Consumption
“The world still hasn’t grasped the severity of the situation…If the strait stays closed, the world will have to significantly reduce its oil and gas consumption – but not before prices spike to a level that forces consumers and businesses to fly, drive and spend much less.” https://t.co/ztrHnoE97O
Career Paths Aren't Linear: Rebuild After 30
I'm 40. Born in '85. My resume doesn't tell this story. At 25 I woke up at 5 AM on weekends for 1.5 years for a startup. It failed. At 27 I left my city. Nothing left to lose. Procrastinated my dreams for 6...
Governments Cut Energy Taxes, but Economics Suffer
Governments are now pulling the obvious lever that is right in front of them; cutting indirect taxes on energy as the oil price shock filters through strongly and immediately to consumer prices. The economics of this, meanwhile are suboptimal. 1/2
European Consumer Inflation Expectations Surge, Business Outlook Remains Tame
🇪🇺Another unsurprising yet unpleasant chart, showing a sharp rise in European consumer inflation expectations. Expectations from companies were much more contained though. The bigger focus will be on potential second round effects, too early to tell. https://t.co/zQ567go12i
Tech Firms Weigh Buying AI Models vs Building Own Stack
I am happy to see a lot more "build vs buy" discussions happening across more tech companies. As in "should we buy leading models [like OpenAI, Anthropic] and be dependent on their pricing and reliability, or should we build+own our inference...
Buffett's Relentless Work Ethic Outshines Raw Talent
Hard work beats talent when talent doesnt work hard. Buffett outworked everyone. Most people know he read the Moody's Manual front to back. Twice. But did you know he brought Moody's Manuals on his honeymoon? He copied...
FORA's Stellar Year Suggests Bid Should Rise
$FORA just recorded outstanding end-of-year results. Revenue in Q4 was up 37% YoY. Full-year revenue grew 50%, with EBITDA increasing 70%. Management is clearly lowballing, and the bid should be increased. Discussions with the special committee are still ongoing.
Oil Spike Signals New Unpredictable Global Crisis
To me, the news cycle now resembles that of March 2020, where it feels like we're dealing with an unpredictable threat that will have immense global consequences. That's subjective, though the swing in oil prices provides a data point to back...
Government Funds Reject Sunway Bid, Deal Unlikely
EPF’s abstention was a signal. Formal rejection is a verdict. The investment committee has turned down Sunway’s RM3.15 offer. Says the offer does not reflect IJM’s intrinsic value. EPF holding 20.52%, PNB at 13.3% already rejecting, together with other government-linked funds owning...
AI Predicts Skill Gaps, Delivers Timely Micro‑Lessons
𝗧𝗵𝗲 "𝗣𝗿𝗲𝗱𝗶𝗰𝘁𝗶𝘃𝗲 𝗨𝗽𝘀𝗸𝗶𝗹𝗹𝗶𝗻𝗴" 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 for Trainers 🔮📈 Reactive training is outdated. In 2026, AI helps L&D teams predict skill gaps before they impact performance—delivering the right micro-lessons at the right time. 🎯 Stop failure early ⏳ Eliminate wasted training hours 🧠 Boost retention &...
Layoffs Signal AI Cost Discipline to Investors
AI is becoming the new explanation for layoffs. But beyond automation, job cuts also signal something else to investors: discipline. With AI development costs rising sharply, reducing headcount shows executives are managing spending, even if the savings are relatively small. It is...
West Asia Crisis Keeps Gold and Silver Prices Supported
Geopolitical Cushion: The West Asia crisis, now entering its fifth week, is providing a floor for prices. Investors are holding onto gold and silver as "safe-haven" assets to protect against uncertainty.
SPSY Shows Improved Fundamentals, Potentially Undervalued
#SPSY interesting Update. Cash up, debt down. Seems to have more customers which is good. ShareScope showing fwd p/e 4.4 RISING to 8.9 and fwd Divvy 7% rising to 7.1%. It could be cheap. I don't hold.
GCC Seeks Alternatives as Hormuz Bottleneck Persists
Plenty of analysis of the Gulf's two bypass pipelines - but as Hormuz remains near-shut, what more can the GCC do to avoid the Strait and narrow? https://t.co/6EwDOmaObS @TheNationalNews
Nidec Faces Governance Shock, Lawsuit and Moody's Downgrade
Nidec governance shock: shareholder demands suit; accounting probe + Moody’s downgrade cut credit & earnings visibility. Risk: litigation, restatements. Trade: Cut Nidec exposure pending report. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
DEBS Beats Guidance, Raises FY27 Outlook Amid Cost Cuts
#DEBS "comfortably ahead of previous guidance". FY27 guidance raised. Final quarter saw "material improvements in the Group's GMV (Gross Merchandise Value) trend". Ahead of plan on turnaround actions. Costs being reduced in many areas and Cash flow improved.
Pay Fairly or Face Business Failure Amid New Laws
As the changes to employment law come in next month expect to hear all sorts of pearl clutching from “business” people. If you can’t afford to pay your people properly you don’t have a viable business so I wouldn’t crow...
FINRA’s “Burdensome” 2.5TB Data Tamed by AWS
@FINRA 's MMAT recent BK response/filling (March 27th) states an estimated 2.5 terabyte of trading data for #MMAT / #MMTLP. They called this BURDENSOME. At first glance perhaps this may look like a big, scary dataset... But lets take a closer...
Free Tools Outperform Paid Software: 15 Time‑Saving Sites
After 3 years of building online, I can say free tools have revolutionized my workflow more than any paid software. Here are 15 awesome websites that are free and will save you a lot of time in 2026: https://t.co/eqU7CC8RPQ
Weekend-Built Lead Automation Proves Naysayers Wrong
Mine is automating my leads. Mostly built this weekend. Love the naysayers. But there is real work underway here.
War‑Driven Oil Shortage Forces Demand Destruction
COLUMN: Five weeks into the Third Gulf War, the math of oil-barrel counting is intractable: The world is short of the black stuff. Enter demand destruction. @Opinion https://t.co/Y2DPUcHM8s
Turkey’s FM Warns Conflict Could Spark Global War
#TurkeyWatch 🇹🇷: Foreign Minister Hakan Fidan warned “we are heading toward a greater war.” He called the conflict a fight for Netanyahu’s “political survival”, with consequences that “affect the whole world.” https://t.co/DJNLKRC4xI
Stocks Set to Dive as War Impact Unpriced
Macro economist gone all wild bear mode. Stocks will be raging lower. Why? Market is still not pricing the impact of a prolonged war as the credit spread is gapping. Will share more details today.
Private Revenue Disclosures Signal Scale, Not Boast
I rarely get into twitter (X) debates. As a founder I have always wondered how so many outsiders have opinions about a business. With the @emergentlabs revenue rate debate - here are a few points to consider 1. A private...
Ex‑VC Reinvents Bra for Underserved Sizes, Wins Nordstrom
She left a VC job to fix a bra design untouched since 1931. Bree McKeen had no fashion background, filed a utility patent anyway, and built a wire-free replacement now backed by 16 patents. The average U.S. bra size is 34F, yet...
EU‑India Deal Slashes Tariffs, CBAM Remains Intact
The EU-India trade deal cuts tariffs, but CBAM stays unchanged and keeps carbon compliance in focus. https://www.metalnomist.com/2026/03/eu-india-fta-and-cbam-remain-on.html
Preparation, Not Price, Drives Oil Market Strategy
This was never just about price. While most focus on where oil is trading, the more important question is who prepared for this environment. Stockpiling, reserves, and long-term planning change how pressure is absorbed — and how decisions get made when systems...
Five Months of Negative FDI Highlight India's Red‑Tape Crisis
#IndiaWatch🇮🇳: Net foreign direct investment (FDI) into India was a NEGATIVE $1.4B in January. That marks 5 STRAIGHT MONTHS of negative flows. INDIA’S MOUNTAIN OF GOVERNMENT RED TAPE = REPELS FDI = BIG PROBLEM.
AI Factories: CEOs' New Competitive Edge Blueprint
The AI Factory: What It Is And Why Every CEO Should Care AI factories are emerging as the model for building, deploying and improving AI at scale, and they could become a major source of competitive advantage for companies that...
Trump Inadvertently
One of the ironies of the current war and the Strait of Hormuz crisis is that President Trump inadvertently helped GLOBALIZE China’s approach of tightly linking control over energy sources to national energy security. The long-term implications of this development...
Google Search Console Desktop Data Currently Inflated and Unreliable
Heads-up: there is something bizarre going on with Google Search Console data right now. Similar to the changes that came to light after the disabling of &num=100, impressions are again skyrocketing for specific surfaces on desktop. For example, using the 'merchant listings'...
Stop Hiding Behind Complexity: Take a Data‑Backed Stance
The biggest lie in B2B marketing is that your industry is too complex for good content... It is not complex. You are just scared to have an opinion. Take a stance. Defend it with data. Watch the industry wake up.
Most Misuse This Tax Strategy's Hidden Power
Too many people misunderstand and misuse this tax strategy when it’s way more powerful than you think 💪🏽
Epic Games Promises Insurance for Laid‑off Brain‑cancer Employee
In last week's cut of 1,000 jobs, Epic Games laid off an employee with brain cancer; now it says it will take care of insurance problem. https://t.co/cN28vZnbMN
AI Teammates Give Sales Teams a Competitive Moat
Why an AI Teammate will Enable Your sales Team to Create a Moat for Your Business by @Timothy_Hughes https://t.co/G0DbnKsbw3 @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #Leadership #ArtificialIntelligence #MarketingStrategy #MarketingSuccess
Trump Authorizes Russian Oil to Cuba, Ignoring Humanitarian Crisis
This is unreal: Trump just ‘granted permission’ for Russia to deliver oil to Cuba saying “Cuba is finished… whether or not they get a boat of oil…” Trump views 9.7 -11 million people as mere pawns subject to his rule and...
FX Reserve Decline Driven by Oil Importers, Not Exporters
Lots of talk about oil exporters in the Gulf selling fx reserves. That may happen. But for now the visible fall in fx reserves is coming from the oil importers (CBRT = Turkey, RBI= India) https://t.co/8prQkznGG6
Execution, Not Just Knowledge, Earns Your Paycheck
Knowing what to do ain't enough to get paid anymore. You gotta be able to get it done. Many times over.
Community Fuels GStack's Rapid PR Progress
So many PR's to land tonight for GStack. The community is amazing and giving me so many good ideas and fixing bugs. Thank you to the #gstackfam https://t.co/88wmNnNrWw
Taiwan's Final Oil Shipment Sparks China Economic Gambit
Taiwan will be receiving its last shipment of Oil from the Strait of Hormuz in the next couple of days. Over under odds China will try to take advantage of their lack of fuel supply and Trump concentrating military power...
Two Fed Cuts Aren't Enough—Bet on a Different Strategy
Here is what I said: “If your only hope is two Fed cuts this year, you’re backing the wrong horse.”
Transforming Organizations to Harness AI’s Full Potential
#WhitePaper Organizational Transformation in the Age of #AI: How Organizations Maximize AI's Potential @wef https://t.co/pmhYGSpERP #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Hiring New Attorney as AI Accelerates Firm’s Pace
We’re going to hire another attorney this week. We will be at 10 people at the firm (7 attorneys, 3 staff). As the firm grows, some thoughts: 1) Everything is getting faster. Technology is great. AI has made us all much...
Balance Hard Results with Compassionate Leadership
#TimTalk - What do you mean by being tough on results but tender on people? with Urs Koenig https://t.co/TBYkZ1cTns via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Marketing #Success #Mindset #Entrepreneur #Management #Inspiration https://t.co/ISUpEqTVPm
VIX Spike and S&P Slide Signal Oil Volatility Opportunities
Solid macro analysis from @DNAFunded 📊 That VIX spike + 5-week S&P slide combo is definitely worth watching. Oil volatility could create some interesting opportunities for the prepared trader. Compare all prop firms at https://t.co/pKoy2KGz8x 📈⚡
NBA Salaries Dwarf WNBA Pay: Less than 1 %
Via @Bachscore In early 2024, when Jackson approached Goldin, the average NBA player made about $12 million, according to Basketball Reference, a statistics website. The average WNBA player made $118,000—less than one cent on the dollar, as Goldin is quick...
Private-Credit Funds Mask Software Risk with IT Services Label
Private-credit fund managers are playing down exposure to software One of a Blackstone fund’s biggest bets, over $1 billion of loans to Inovalon, was categorized as “IT Services,” not included in software exposure Inovalon calls itself: “a software company that empowers...
Nearly Half of CIOs Embrace AI Startups
redpoint literally just published a ranked list of saas businesses to redo from scratch with ai. you can flip the 54% and the number 46% of enterprise CIOs *open to new ainative startups* over incumbents is a stunning market opportunity....
Asian Markets Lag US, Ideal for Equity Short
Been banging the drum about how much worse this is in Asian economies than US…. Much better place to express an equity short right now
White‑collar Job Switches Hit Decade‑high Pay Cuts
More evidence that the job market for white collar workers is in a bad place. New data shows 40% of white-collar workers who switched jobs at the end of 2025 took pay cuts of more than 10%. This is the highest...