Private Credit Risks Don't Mirror Subprime Crisis, Study Shows
As private credit's troubles mount, it's natural to wonder if it could lead to another financial crisis, as with subprime. I spent some time studying the parallels. Here's my answer. https://t.co/bmRhA0D1v4 https://t.co/u5Kj2GHdDc
Rising Diesel Prices Signal Delayed Inflation Surge
Diesel: $3.89 → $5.37/gal. Every truck. Every delivery. Every shelf. The inflation pipeline hasn't fully hit yet. Freight costs are the slow burn that shows up 60-90 days later. You haven't felt this yet. You will. $XLE $IYT https://t.co/OaV580UlNv
Premium Clients Trump Massive LinkedIn Follower Counts
About two years ago, a marketer with a massive LinkedIn following sent me a competitor’s profile. The marketer said, “I see how you’re showing up on LinkedIn, Jay. Check out this competitor of yours.” We both sold advisory services to...
US Food and Energy Self‑sufficiency Is an Illusion
US is "self-sufficient in food & energy"... ...but US food & energy supply chains are now HIGHLY centralized, fragile, & long (& usually stretch back to China.) "US is self-sufficient in food & energy" is like the man who drowned in a...
100k Troops in Iran Signal Prolonged War, Inflation Surge
The ‘100k troops on land in Iran’ is the new risk narratives for prolonged war and confirmation of escalation of inflation which would lead in global rate hikes again. Rumble in the Jungle is here…
Two Conflicting Trade Definitions Fuel E‑Commerce Confusion
Confused about all the e-commerce news? There might be a good reason for it. There are two co-existing definitions of “e-commerce” in trade policy. They refer to fundamentally different things. Both are very hot topics at the moment. /1
SaaS Multiples Dip as Growth Steadies at 14%
SaaS valuations just hit multi-year lows — while growth is stabilizing. Over the past 12 months, the setup has quietly flipped 👇 • Median EV/Sales fell to 3.44x (at ATL) • NTM revenue growth rebounded to +14% YoY Valuations compressed. Growth held. Growth expectations stopped...
Five Proven Strategies to Elevate Remote Engagement
5 Ways to Boost #Remote Employee Engagement @perceptyx https://t.co/99TAqSAx4S #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Strategic Success Lies in Fewer, Data‑Driven Changes
One of the best traits that makes a good strategist right now? The ability to not make changes. Too many agencies and brands try to react to performance and/adjustments to frequently. Limiting the volume of changes and ensuring there’s true data &...
Seeking 5‑Year C++ Engineers for Future Web Toolkit
Hiring engineers with 5 years of experience in @𝚌𝚑𝚎𝚗𝚐𝚕𝚘𝚞/𝚙𝚛𝚎𝚝𝚎𝚡𝚝 to create the web rendering toolkit of the future
Programmatic AI Content Won’t Give You Competitive Edge
Could not have said this any better myself. I am working with an early stage founder right now that is HUNGRY to scale scale scale with programmatic content -- yet this creates zero competitive advantage if you are just automating...
Brotherly Feud Split Factory, Created Adidas and Puma
In 1924, two brothers built a shoe factory together. By 1948, they hated each other so much they split it in half. One became Adidas and the other Puma. Their feud divided an entire town and changed sports forever. Here’s the full Adidas vs...
Markets Must Price In Prolonged Iran‑US Conflict
Iran's 5 demands include sovereignty over the Strait of Hormuz. That's a non-starter. Trump extended the deadline 10 more days. Iran rejected the 15-point ceasefire plan. Markets need to price in a LONG conflict. Not a headline. A regime. $XLE $USO https://t.co/WWkv5lwoiG
Underpay Content Teams, Expect Underperforming Results
I have zero sympathy for brands that underpay their content teams and then wonder why the content underperforms... You get what you invest in. Every single time. Without exception
Ground Forces Needed as Trump’s Air Plan Fails
trump can’t reopen the strait of hormuz with an air campaign. and the iranians aren’t going to accept that outcome willingly. ground troops are coming.
Decade of Gains: Taxpayer-Funded Buybacks Enrich 1%
With the Mag 7 rolling over, is there a good case to be make that the last 10 years of outperformance was just a giant Debt-for-Equity swap from taxpayers (more tax dollars allocated to unfunded pensions) to the top 1%...
Weekly Wrap: Oil Shock, Credit Panic, Century-Long Rate Insights
For our weekly wrap, @CultishCreative and I cover all ends of the spectrum. We've got Bob Elliott on the oil shock We've got Larry Swedroe on why private credit panic may be overblown And we've got the 100 Year Thinkers of...
JBS Beef Division Loses $617M, Up From $37M
GREEDFLATION? "JBS, the world’s largest meatpacker, reported a $617 million adjusted operating loss for its beef business over the past year. A year earlier, the loss was $37 million." https://t.co/0kC8Fa6JhE https://t.co/yOxDcuW5oa
Iran's Inflation Drops, Oil Exports Surge Amid War
My latest with @davidlin_TV on Iran: "Since the war started, Iran's inflation has come down from 87% to 67%. Iranian oil exports have increased substantially at higher prices with lower discounts. You won't read these FACTS in the press." https://t.co/tnO36Tw8XU
Inflation Fears Undermine Bonds' Traditional Safe‑Haven Appeal
"bonds—often a place of safety in times of market turmoil—have offered no relief, hit by worries that resurgent inflation will keep interest rates higher than expected and undermine the value of their fixed payouts." https://t.co/acyJLqVIXP https://t.co/7yOQbeNrn2
China Blames Philippines, Yet Urges Ties Stabilization
China Urges Philippines To Stabilize Ties Amid Maritime Row. China causes the problem. Then asks the Philippines to improve the situation. https://t.co/hyHl0iwvov
Dollar Weaponization Reshapes Finance, Gold, and Investment Flows
The “weaponization of the dollar” has profound implications for financial plumbing, the dollar itself, and investment flows—including gold. @edwardfishman’s Chokepoints is a must-read on history/key players/dynamics. Thanks @nfergus for the recommendation. https://t.co/4AcmzUniud
Scarcity, Not Availability, Drives Desire in Fine Dining
Fine-dining taught me about scarcity: • "Tonight only" • "Only 3 bottles left" • "One more special, want me to hold it?" People don't want what's available They want what's scarce...
Denmark's Father Quota Lowers Parental Leave Satisfaction
Big Push for Gender Equality in Paternal Leave Fails Even in Denmark "After the father quota [allocating 11 weeks of leave specifically to dads & taking it away from moms] was implemented [in Denmark]", @stephmurrayyyy writes, leave satisfaction for both moms...
Apple Shifts AI Focus to App Store Search Platform
Power On: Apple pivots its AI efforts into an App Store and search-like platform play. Here are the details and why — https://www.bloomberg.com/news/newsletters/2026-03-29/apple-doubles-down-on-hardware-services-with-revamped-ai-strategy-rare-bonuses-mnbpiwon?srnd=undefined
Sharp Communication Beats Product Noise in AI Era
Most startups think they have a product problem. A lot of them have a 𝘀𝗶𝗴𝗻𝗮𝗹 𝗽𝗿𝗼𝗯𝗹𝗲𝗺. 📡 In a world drowning in AI-generated noise, the companies that win won’t just build better. They’ll 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗲 𝘀𝗵𝗮𝗿𝗽𝗲𝗿. ⚡ I just ran a demo of...
The Silent Leak: Hidden Revenue Loss CEOs Ignore
#TimTalk – The “Silent” Leak: What is a revenue leak that most CEOs or CROs are completely oblivious to until it’s too late? with Sandy Yu https://t.co/gZMzxhaIMt via @DLAIgnite #SocialSelling #DigitalSelling #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Sales #Marketing
Trade Workforce Gap: 1.4 Million Jobs Vacant by 2030
"As the # of tradesmen retiring [increases], # of young people entering those occupations [fails] to keep pace. Today, for every 5 tradesmen who leave workforce, only 2 younger workers replace them." Consequently: "nearly 1.4 million trade jobs will be unfilled...
Labor Market Cracks, Rates Rise, Growth Slows: Triple Warning
February payrolls: -92,000. Unemployment: 4.5%. The labor market cracked while everyone watched oil. A cracked labor market + rising rates + slowing growth. That's not a soft landing. That's three warning signs firing at once. $SPY $QQQ https://t.co/LY08qXAJYh
Winning All the Time Creates Weak Acquirers
While boarding my flight to New York City for a Serial Acquirers conference, I got a call from my non-entrepreneurial friend, who asked how on earth I was willing to travel all the way from Europe just to stay a...
Unlock Winning Sponsorship Packages for Charity Golf Events
The Guide to Charity Golf Tournament Sponsorship Packages by @golfstatus.bsky.social includes: https://golfstatus.com/resources/sample-golf-fundraiser-sponsorship-packages?utm_source=nonprofittechforgood&utm_medium=resource&utm_campaign=0327-04152026&utm_content=samplesponsorpackages ⛳ • Sponsorship tiers and benefit ideas • How to price sponsorship packages • Why businesses want to come on board as a sponsor
UAE’s Closure Drives Iran Toward Chinese Banking
The faster UAE closes money window on Iran, quicker China becomes Iran's banker. 1)China pays for Iranian oil into Chnse bank accts2) Iran buys gold w CNY in Shanghai's CNY gold mkt & do what Russia did w China after...
SaaS Success Hinges on Positioning, Distribution, Communication
90% of SaaS problems are not technical anymore. They’re: → positioning → distribution → clarity / communication
Own Your Choices: Simplify, Prioritize, Act
90% of problems? You created them yourself. By avoiding decisions. By ignoring priorities. By failing to speak clearly. The fix? Own it. Simplify. Act.
Leadership Capacity Drives Hiring, Retention, Not Just Time
Leadership Capacity Is The Silent Force Determining Your Firm's Future ➡️ Why leadership capacity is about more than 'just' a lack of time – and why, while a lack of leadership capacity often manifests as a hiring and team retention shortfall, it...
GStack: Multi‑role Partner Accelerates Real Software in One Hour
GStack is not just a YC partner or a CEO vision coach. It’s a UX designer when you need it too. And a VP of Eng, a QA manager, and a release engineer too. It’s oriented around what you need...
Nuclear Sector Emerges as New M&A Hotspot for Industrials
No great insight here, but seems like nuclear is rivaling aerospace as the new favored hunting ground for industrials looking to acquire niche, critical suppliers, examples being Crane acquiring Reuter-Stokes, & Enpro mentioning it as a focus.
Economic Weakness Erodes U.S. Military Superiority
Bit of a deep dive with a handsome economist (me) on how America's economic vulnerability undermines its military advantage. https://t.co/WZQ5ou95bM
Trump Dismisses Intel, Claims Iran Rockets Depleted
While Trump says that Iran has “very few rockets left”, US intel suggests that only 1/3 of Iran’s missile arsenal is confirmed to be destroyed. Who says Trump is inconsistent? He consistently ignores US intelligence. https://t.co/7whRgOX8kz
More Pipeline, Higher Win Rates and Disciplined Selling
You're not you when you're hungry. You're also not you, when you're desperate for a deal. My observations in both situations. 𝗪𝗵𝗲𝗻 𝗜 𝗵𝗮𝘃𝗲 𝗮 𝘀𝘂𝗿𝗽𝗹𝘂𝘀 𝗼𝗳 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲: -Disqualifying properly -Keeping stronger price integrity -Holding the line on our buyer process -Spending my time on the most...
Fed Chair Switch Could Trigger Unexpected Pivot Amid Rising Inflation
Powell out in May. Warsh in. Market is pricing hikes. New chair may cut. The wildcard nobody's discussing: what if the Fed pivots just as inflation re-accelerates? One transition. Two completely different outcomes. $SPY $TLT https://t.co/zmsbBtchWk
AI Raises Stakes, Making Traditional PE Valuations Unsustainable
AI is making the penalty for being mediocre massive. And that is why the profit-focused path (and PE’s traditional playbook) is broken. These company valuations will be crushed over time. Maybe <1.5x ARR…Fine if you are bootstrapped, but completely broken for any...
Japan Redirects Naphtha Imports Amid Middle East Reliance
Japan is switching naphtha imports from the Middle East to other countries, says Prime Minister Takaichi 🇯🇵 ⛽️ Japan relies on the Mid East for >70% of naphtha imports, and has 20 days of stockpiles Shortages threaten supply of petrochemicals, plastics,...
Reach and Resonance Both Needed for Effective Marketing
Resonance is not a replacement for reach, but rather a qualitative input into it. You often see the narrative, especially when reach is getting harder to achieve like with declining organic LinkedIn, that the real focus anyway is on resonance....
NEOM: Saudi’s Green Steel Powerhouse Driving Future Industry
I think a lot of people overlook that NEOM is as much a strategic play on future green steel production as it is a weird futuristic city. Also, Saudi is via the project positioning itself to be - in the...
One‑Year Inflation Swaps Hover Near 3%, No Panic
No major inflation scare yet... 1yr inflation swap only about 3%.. not alarming by historical trends Torsten at Apollo https://t.co/YfD4ihEjtb
Pricing Is Integral to Brand Identity, Says Former LVMH CFO
Former $LVMH CFO on obsession with brand and pricing: "They are really obsessed about the brands, how the brands look, how the brands react, the ability of the brands, the aspirational brands in order to create a really aspirational brand, highly...
Bond Market Squeezes Yield Expectations, Proves Wrong
2Y yield: 3.89%. 5Y yield: crossed 4%. Everyone was positioned for rate cuts. Everyone was wrong. Bloomberg calls it the biggest positioning squeeze in years. The bond market just delivered a reality check. $TLT $IEF https://t.co/jyYH8ebPrR
Oil Upside Limited Even With Iranian Embargo, Brent at $115
I'm starting a new weekly video every Saturday morning on markets and macro. The first episode was yesterday. I discussed why upside to oil is limited even if we embargo Iranian oil. Brent at $115 already prices significant disruption. You...
Blue‑Collar Founder Leverages AI Agents to Quadruple Revenue
A blue-collar founder used AI to completely change his business trajectory. After shifting from SEO to AI agents, he streamlined quoting, scaled operations and created a growth flywheel that took revenue from $242k to nearly $1M in a short time. AI is...