Match Tasks to Time, Not More Work
If your to-do list feels overwhelming, it doesn’t mean you’re failing. It just means you haven’t matched your tasks with real, available time yet. Productivity isn’t about doing more. It’s about choosing wisely. When you align your list with your calendar and your priorities, clarity replaces stress. And progress feels lighter. I shared a practical way to fix this in my latest post. 👉 Read the full post and subscribe to my Substack for simple, intentional productivity. https://t.co/3vmUcScol6
India Poised to Gain From U.S. Tariff Shift
#IndiaWatch🇮🇳: India’s Commerce Minister Piyush Goyal and U.S. Commerce Secretary Howard Lutnick just discussed tariff policy in New Delhi. After SCOTUS struck down Trump’s emergency tariffs, India stands to be one of the BIGGEST BENEFICIARIES. INDIA = PLAYING THE LONG GAME. https://t.co/ywtbcs3yl1
AI Film Workflow Unveiled: A Must‑Study Blueprint
The behind-the-scenes of an AI film workflow is something most creators never share. From idea → experiment → production pipeline, all of it is now public. This is worth studying.
Lithium Demand Rebounds 25% as Low‑cost Supply Tightens Price Gap
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Friday's Roundup: Sunway IPO, Plot, Profit Swings
Summary of Major News on Friday, 27 February 2026:  1. Sunway Healthcare’s Historic IPO and IJM Corp Bid Update 2. Alleged Plot to Topple the Government Uncovered 3. Petronas Faces 18% Profit Drop Amid Oil Price Slump 4. CIMB Reports Earnings Growth and...
Personal Stake Drives Effort; Work Ethic Wins
Mark Cuban says all good businesses are personal. If your name is not on the line, your effort drops. The only edge you control is how hard you work and how fast you learn. Love the work or quit, because someone else is...
Trump Praises Pakistan, Signaling Shift From India
#PAKWatch🇵🇰: Trump on intervention in Afghanistan–Pakistan: “I would, but I get along very well with Pakistan—great PM, great general, leaders that I respect. Pakistan is doing terrifically well.” More evidence of Trump’s PIVOT away from India towards Pakistan. https://t.co/aEvLxL5Ygh
China’s Gold Hoard Surges, Likely Underreported
🔥We are probably not bullish on gold enough: China's official gold holdings are now worth a record $370 BILLION, doubling in just 1.5 years. The value has more than TRIPLED since 2022. China is buying 10 TIMES more gold than it officially reports👇 https://globalmarketsinvestor.beehiiv.com/p/china-sold-a-significant-amount-of-us-treasuries-in-2025
2026 Focus: Refinancing Over Appreciation for CA CRE
California CRE owners: 2026 is about refinancing — not appreciation. Higher rates + tighter DSCR + lower valuations = equity pressure. If you want to stress-test your property’s refinance position, DM me “REFI.” #CaliforniaRealEstate #CREInvesting #CommercialFinance #RealEstateStrategy #marketshift
Global Debt Hits Record High, Driven by China, US
SCMP: "Global debt climbed to a record high in 2025, rising at the fastest pace since the pandemic, with China and the United States accounting for a large share of the increase, according to a new report." https://t.co/GSQFwnXnb0
Global Growth Cools, Central Banks Pause; Short EUR/USD
Macro: global growth cools; central banks pause. Key factors: easing inflation, mixed earnings, USD strength. Risks: policy missteps, China slowdown. Trade: short EUR/USD. 📉 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Automation Upgrades Talent, Freeing Minds for Impact
When teams hear “Automation,” they think job security , not efficiency. Reality: automation doesn’t replace talent. It upgrades it. It’s not here for creativity or strategy. It removes repetitive tasks that drain impact. The myth: Robots are taking jobs. The truth: Technology removes robotic...
Ellison Vows Unchanged DCU Creatives, Marketing Faces Shake‑up
Too early to tell, although #DavidEllison made a commitment to keep the creative heads of both WB and Paramount as they are, so if he keeps his promise, nothing changes to the #DCU or #DCStudios at least on the short...
US‑Iran Tensions Heighten Rare Earth Supply Scrutiny
The potential U.S. conflict with Iran will create an interesting dilemma regarding weapons re-arming and supply chains. Rare earth elements will come under even greater scrutiny, especially given the already strained trade relationship with China.
Rates Slip Even as Inflation Heat Rises
Why did rates and bond yields drop today despite a hot inflation report? #Labor over #inflation. #mortgagerates #realestate #chartdaddy
Anthropic AI Shifts Focus to Lucrative Non‑US Government Deals
Prediction: @AnthropicAI may have lost the US government as a client, but will gain even more collectively-lucrative government contracts outside of the US.
Survive AI Job Threats with This Checklist
#AI Is After Your Job – The Definitive Checklist For Surviving AI #JobCuts/#Layoffs @DrJohnSullivan https://t.co/pEin2JvNk9 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Senior Engineers Champion Junior Hiring, Not Execs
Terrific new paper in the ACM from @shanselman and Mark Russinovich, proposing an apprenticeship model for junior engineers. https://t.co/XnQcH3emkj I'll add one thing. At every place that I have seen start hiring junior engineers in the last few years, that charge...
Malaysia’s Economy Faces Geopolitical Shock and Record IPO
Major news to track on February 27, 2026: 1. The Friday Power-Play: Malaysia's Economy in the Crosshairs A critical convergence of geopolitics and capital is reshaping Malaysia’s financial landscape this morning. From high-stakes Cabinet decisions on US tariffs to the largest...
Balanced OKR Ownership Drives Alignment and Empowerment
If your CEO sets all the OKRs… You don’t have alignment. You have cascading a mandate. If teams set OKRs in isolation, you don’t have empowerment. You have fragmentation. The best approach is nuanced: https://t.co/IwsxuUiNa0
Hollywood's $81B Takeover Sealed in Six Months
Six Months, 9 Offers and $81 Billion. How Hollywood’s Nasty Takeover Was Won. W/@jtoonkel @laurenthomas @davidamichaels https://t.co/TFOmN7A5Zq
Celebrating My First $200k ARR Milestone
Claude code and Theanna launched days apart last year. Claude code hit $2.5B ARR in one year. I just hit $200k ARR today. No comparison but tons of emotions today: proud, relieved, excited, tired, stressed, ready.
AI Job Protections Risk Losing to Agile Competitors
Protecting employees from AI replacement sounds good but all companies or countries who do that will lose to those who don’t. Need structural not patchwork solutions. Any constraints on layoffs will also hugely advantage startups and Chinese companies.
AI Empowers Founders, but Shouldn't Replace Professional Artists
I used AI to make cinematic content for my app. I also believe companies with budgets should hire real artists. Both things can be true. AI should expand what solo founders and small teams can accomplish — not eliminate the livelihoods of...
On‑Premise ERP Keeps Flexibility, Cloud Forces Rigid Upgrades
On-premise ERPs offered maximum flexibility: customizability, control over upgrades, and ownership. Cloud ERPs lose these benefits, forcing businesses into inflexible upgrade cycles and painful system switches. #ERP #CloudMigration #BusinessTech https://t.co/93E7e5vIvK
EU Targets Pre‑consumer Scrap in CBAM to Stop Evasion
EU proposes CBAM treatment for pre-consumer aluminium and steel scrap to curb circumvention and boost traceability. https://www.metalnomist.com/2026/02/eu-cbam-pre-consumer-scrap-proposal.html
David Ellison Secures $2.8B Warner Bros. Deal Over Netflix
Power, politics and a $2.8-billion payout: How Paramount's David Ellison topped Netflix to win Warner Bros. Discovery. @latimes https://t.co/6HgvA4tXeH
February: Metals and Energy Surge While Stocks and Crypto Dive
February... Silver $SLV: +13% Energy $XLE: +10% Gold $GLD: +9% International Developed $VEA: +6% EM $IEMG: +6% Oil $USO: +3% Bonds $AGG: +2% S&P 500 $SPY: -1% Nasdaq 100 $QQQ: -2% Financials $XLF: -4% Mag 7 $MAGS: -7% Software $IGV: -10% Bitcoin $IBIT: -22% Fartcoin $FART: -31%
Paramount Wins Antitrust Battle, Faces Junk‑Debt Merger Challenge
"In a world in which antitrust has become a political weapon, Paramount had the upper hand. Its reward means it will now have to combine two companies whose debt is junk-rated and find a media business model that works." https://t.co/Lx1hXs4Ijz...
Markel Names Simon Wilson CEO Amid Productive Shift
Markel 2025 Shareholder Letter: "2025 was a year of productive change and recommitment in our largest business, Markel Insurance. Most notably, in March 2025, we promoted Simon Wilson to serve as CEO."
New Global PMI Upswing Expected Through 2027
It’s been a while since I’ve seen so much focus on the ISM. Our work has over 15 individual series that lead this data (regressions don’t work well out of sample), between 6 and 18 months and another dozen that...
Record $7 B Reverse Break Fee Tops All Deals
We have a new record, folks. $PSKY's now friendly acquisition of $WBD comes with a $7 billion reverse break fee - the largest in history. https://t.co/GNoyWI0tl0
AI Agents Can Clone Competitor Apps Through Iterative Reverse Engineering
We seem close to: - Give an agent access to a competitor app on a computer - Tell agent: Rebuild this app by using all its features - Agent tries app -> documents all flows/features/edge cases - The other agent builds all flows/features - They...
Cuba’s 49% Inflation Ranks Fifth Worldwide
#CubaWatch 🇨🇺: Today, I measure Cuba’s inflation rate at 49.0%/yr. That makes Cuba the WORLD’S FIFTH-HIGHEST INFLATOR. SOCIALISM = POVERTY. https://t.co/62I1XycBU8
FCC Approves Merger of Charter and Cox
"The Federal Communications Commission has given the go ahead for two of the US' biggest cable providers, Charter Communications and Cox Communications, to merge." via @engadget https://t.co/2GF4W9NFlt
AI Forced Me to Scrap My SaaS Pre‑launch
ICYMI: AI Killed My SaaS Why I replaced my own software before I could even properly launch it https://t.co/nDyTkKUqem
50+ Expert Forecasts on AI Governance and Security
RT Digital transformation is hitting a new phase. These 50+ expert predictions on agentic AI, governance, and security outline what leaders must prioritize now. #DigitalTransformation #AI #CISO @Star_CIO https://t.co/zhlbEwiusI
AI Agent Simplifies Multicloud Tradeoff Decisions
"Managing #multicloud is like learning multiple languages from AWS, Azure, Oracle, & others." Assign an #AI architecture agent that ingests standards, decision criteria, and NFRs, then articulates tradeoffs (cost, perf, security) for each #cloud https://t.co/vBzM21vM14
OpenAI and VCs Will Fill Military AI Void
If anthropic doesn’t want to do military tech, you can be sure that OpenAI (or another foundational model), will bend over backwards to provide whatever the department of war wants. And the department of war/defense doesn’t need to accept any...
Paramount's Survival Hinges on Deal, Ellisons' Influence
There is always a chance when government is involved, never rule this out. But I still see the odds in #Paramount’s favor for 2 reasons: 1- the Ellisons are one of the richest and most well connected families in the U.S. 2-...
Gold Hits Record 8-Month Streak as S&P Falters
The S&P 500 is headed for its first RED month since April 2025. Meanwhile, GOLD is headed for its 8th consecutive GREEN month. That’s gold’s longest winning streak in history. BUY GOLD, WEAR DIAMONDS. https://t.co/sNJYx0tj3z
Paramount's Bold Move Beats Netflix, Secures Warner Bros.
‘David Ellison Scares the Shit Out of Me’: How Paramount Beat Out Netflix, Won Warner Bros. and Will Change Hollywood Forever https://t.co/Pt6DwlK7fc
Luxury Markup Is Empty when AI Replaces Art
If the luxury markup is really for marketing, and brands replace artist-created campaigns with AI... what are you paying for? Nothing. https://www.backrow.net/p/what-s-so-insulting-about-gucci-s-ai-slop
Global Collaboration Chronicles Historic Deal Battle
Takes a global effort to tell one of the most incredible deal battles in modern history With @DanielThomasLDN @mroliverbarnes and Chris Grimes https://t.co/OfRP3RBlGV https://t.co/Wx8RaqAIv0
Warner Boards Unanimously Approve WBD‑PSKY Merger
Warner says in SEC filing that 'The boards of directors of WBD and PSKY have unanimously approved the Merger Agreement...'
From MIT MITEF to Outthinker Summit: Reuniting Innovators
We met in 2009 through MIT’s MITEF program. Now we’re spending the next two days at the @Outthinker Network Strategy Summit. @scaleupwithjen Grateful for brilliant minds and even better friends. #Strategy #Leadership #Innovation #Outthinker #BusinessStrategy https://t.co/SJsXWrUwzP
Next Week’s Trading Outlook: Key Markets, Themes, Risks
I discuss market conditions, key markets to watch, core themes and top global macro event risk (including #NFPs) for next week's trading in this week ahead video: https://t.co/lp8DLESugk https://t.co/0HVj5C19GQ
Procrastination Is Vague Tasks, Not Laziness—Define First Step
I used to think procrastination was laziness. But it's really just an unclear next action. If a task feels heavy, it’s too vague. The solution is to define the first mechanical step: Literally like this: 1. Open file. 2. Write headline. 3. Outline bullets.
Lawmakers Push Tax Reforms to Curb Investor Housing Advantage
Lawmakers eye tax changes to tackle institutional investors in housing: Semafor "this is not a free market for the American family, because investors… have special tax write-offs… that aren’t available to single families" -Rep. Marlin Stutzman, R-Ind. https://t.co/4JRvuFhZMv
Asana CEO Spends Billions Selling Meta for $1B Asana Stake
Asana CEO has purchased over $1B of Asana stock since they went public 🤯 Asana market cap today is only $1.7B. The purchases were funded by selling his Meta stock... He lost several billion dollars from selling Meta and buying Asana... >>https://t.co/cRAFDwGz2b https://t.co/ltv5Z71gZq