Earendil Labs Secures $787M to Accelerate AI Biologics
Earendil Labs Announces $787 Million in Financing to Scale AI-Driven Biologics Discovery and Development Who is winning AI race again? https://t.co/ZW4S2zUGkS
Avoid Fighting the Fed; Focus on Systemic Resets
Personally I think you are right Tom. Never fight the Fed is a good policy. Of course the dominant factor in 2008 was mortgage bubble. Only possibility now would be connected with Dalio's Great Reset and related issues
Buy a System, Not Just Software: Clarify Data Foundations
Don't just buy software, buy a system. Clarifying accounts, data, and goals—and deciding on history—is key. Many fail because they aren't prepped for this foundational step. #BusinessSystems #DataStrategy https://t.co/LCGuz4cf31
Calm Authority: Quiet Leaders Command More Power
Calm does not reduce authority. It amplifies it. Regulated leaders dominate rooms without raising their voice.
Mandatory Morning‑evening Syncs: More Noise than Alignment
When management says: "Let's do mandatory quick syncs every morning and evening." They claim it keeps the team aligned. THE REALITY:

Aspect and Five9 Partner to Optimize CX Staffing
JUST IN: Aspect Software and Five9 Formalize Partnership to Expand Intelligent, Workforce-Optimized CX Solutions - By uniting real‑time CX data with intelligent workforce optimization, the partnership gives organizations a scalable way to align staffing with fluctuating demand, directly impacting cost...
Lead Magnets Are Dead: Embrace Organic, Dynamic Funnel
Lead magnets as we know them are dead in 2026. Here's where Marketers and Founders doing their own marketing are going wrong... 1. Relying Solely on Paid Ads to Lead Magnets For years, I watched B2B Marketers and Founders pour...
Direct-First Founders Also Excel at Earned Media
Founders who are great at going direct tend to also be great at earned media…. it’s a complement, not a trade-off

Trump Tariffs Are Strangling US‑China Trade, Data Shows
WSJ: How Trump’s Tariffs Are Choking U.S.-China Trade (with AMAZING charts) by @hannahmiao_ & @CloudberryRoque 🤓 👉🏻 https://t.co/vNeIUWWiqm https://t.co/GB3I7d35ly

Earnings Drive AI Stock Gains, but Accounting Tricks Matter
Earnings growth supports stock price growth in the AI era. But do factors like extending the useful lives of tangible assets, aggressively capitalising costs rather than expensing them, and share buybacks also play a role?
GTM Skill Debt Drives Historic Sales Decline
We've entered the era of The GTM Skills Crisis. Quota attainment is at historic lows. Sales cycles are getting longer. ACVs are small and tactical. Win rates are down. 3 reasons this happened: 1. The economy flipped overnight 2. The workforce went remote and got younger 3. GTM...
Gulf Aluminum Plants Supply 9% Globally, Tightening Markets
The facilities in Saudi Arabia, Bahrain, Qatar, the UAE, and Oman account for roughly 9% of global primary aluminum. This is going to tighten supply for many key global industries like construction, vehicles, and aerospace. #aluminum #iranwar #geopolitics https://t.co/qO2ERCGHMN
19 Data Dogs Await FOMC
Also 19 data dogs at the FOMC table waiting for the Econ briefing to begin

Sanctions Keep Russia's War Windfall in Check
New at THE OVERSHOOT: Russia's Iran War Windfall in Perspective https://t.co/YgLaalkQxU As long as financial sanctions and export controls remain in place, the aggressor's gains from higher oil and gas prices will be limited. https://t.co/MWwrDIs9pR

Rising Inflation Threatens Balanced Portfolios Like 2022
Fears of re-accelerating inflation obliterating balanced portfolios, just like they did in 2022. https://t.co/S7laKGwQLC https://t.co/oLsV6wsuXf
Nasdaq Slides Into Correction Amid Rate Hikes, Geopolitics
Nasdaq officially in correction territory as rates push higher and geopolitical tensions keep markets on edge. We break down what’s driving the volatility, key levels to watch, and how to navigate this swing trading environment in this week's episode $SPY $QQQ $IEF...
Earn Your Stripes Monthly: Subscription Drives Hardware Success
The power of a subscription model is that you gotta earn your stripes with your customers every month. @ouraring CEO, Tom Hale, on what it takes to be the most competitive hardware company in the world https://t.co/E8lqpCZuPZ
Growth Outpaces Structure; Build Systems Before Scaling
I’ve seen founders cross $100K months and feel more trapped than they did at $20K. Revenue scales faster than structure if you’re not building systems that can run without you.
SBA Launches Huge Financing for Specialized Truckers
Reefer, hazmat, and flatbed truckers and logistics service providers were just given a massive financing vehicle by the SBA.

Build a Single Source of Truth with a Three‑Layer Moat
The Three-Layer Moat: How to organize your Business Context, Professional Identity, and Voice to create a "Single Source of Truth" for your digital teammates https://t.co/rHwTssIIiG via @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #Tech #TechNews #AgenticAI #AIAgents #AI
Global Energy Crisis Looms as AI Bubble Bursts
Another big client post this weekend: Countdown To A Global Energy Crisis & Recession 💫The AI Bubble Is Bursting 💫Liquidity Is Leaving. Semis Are Done Going Up 💫Higher Oil, Dollar & Yields As Tech Wrecking Ball 💫Tail Risk Is Still Rising 💫Countdown To A Global Energy...
Interrupting in Meetings Sabotages Your Career Reputation
Interrupting others during cross-functional syncs isn't just rude. It's a career killer. When you talk over people, you signal that your voice is the only one that matters.

US Blockade Erodes Cuba’s Economy, Chart Shows
Cuba is being worn down by the relentless US blockade, shown by this chart on the Economist. More featured on today's Chartbook Top Links in the comment below. https://t.co/WP5T7dRmAp

Agriculture Prices Break 20-Year Barrier, Set to Surge
It’s official. Agricultural commodities have broken through a nearly 20-year resistance level. I expect this move to accelerate from here. When energy moves, agriculture tends to follow — it’s a natural lag in the macro setup. Be mindful of the social and political consequences...
2026 Rate Hikes T
.@grok what do you think the answer is for possible rate hikes in 2026, as opposed to the three cuts? 1. Wars 2. Tariffs 3. Stopping illegal, and dirt cheap, immigration
Marked‑to‑
FWIW - This column I wrote for @FT back in 2022 on the consequences of a marked-to-market economy seems even more relevant today given how top-heavy it has become. https://t.co/5a53albeSu
Gulf Nations Question US Security Guarantees Amid Iran Conflict
"Gulf countries are increasingly frustrated with the US over the Iran war, privately questioning American security guarantees and expressing concern about the Trump administration’s apparent lack of strategy..." https://t.co/dmcHthBwRz
Experience + AI = Exponential Business Growth
People assume younger founders have an AI advantage. They don’t. Experience is the multiplier. When you pair 20+ years of business judgment with AI’s speed and scale, the result isn’t incremental. It’s exponential. I started at 68. The AI Business Lab® Mastermind...
Simplify Repetitive Tasks with a Lean System
Systems 101: - Notice what you do again and again - Write down the steps (only once) - Remove everything unnecessary - Make it easier to do next time - Save templates for repeat tasks - Improve the system as you go Don’t overcomplicate it.
2026 Could Mirror 1970s Oil Shock, Stocks Crash
Per @grok If 2026 plays out like the 1970s oil shock (Nixon Pres): Stocks: S&P crashes another 40%+ (total ~45-50% drawdown) Oil: $150–$200+/bbl as Hormuz pain drags Rates: Fed funds rips to double digits (teens possible)
Profit for Customers = a Thriving Business
If you can save people money or make them money, you’re going to have a great business.

Iran War Threatens Global Fertilizer Supply, Endangers Food Security
The Iran war has crippled Middle East production/shipments of fertilitizer and upstream inputs, threatening global food supplies. That could be bad for rich countries - and disastrous for poor ones. https://t.co/YLuPd0NrWM https://t.co/FPLfLjAOYy
Identify Strong Champions Early to Save Time
Founders: Champion development checklist: 1. Access to budget 2. Strong internal network 3. Pain owner 4. Career upside from purchase 5. Engaged in process Missing 2+ = find new champion. Save time early.
Spot Friction, Forge a Smarter Path
Sometimes the smartest move isn’t optimizing what’s familiar. It’s identifying where the current plan has friction and building a better path through it.

Social Influence: The Sole Lead Generation Driver
The 2026 Reality Check: Why Social Influence is the Only Lead Gen That Matters by @Timothy_Hughes https://t.co/FckfDIdoyM @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Marketing #Leadership #MarketingStrategy #MarketingSuccess https://t.co/A9EnDvrUCs

Crude Prices Edge Higher Amid Hormuz Stalemate
🛢️ OIL & IRAN WAR CONTEXT WEEKLY 🛢️ Crude prices rose modestly on the week after recovering from a Trump jawbone-driven rout on Monday given no real resolution to the Hormuz stoppage, and term structure keeps getting tighter. Summary below, link to...
China Launches Probes Into US Section 301 Investigations
Beijing’s commerce ministry said on Friday it was initiating two probes of its own looking into the US Section 301 investigations into China. by @leahyjoseph, Tina Hu & @AsiaLens https://t.co/LI97xXyn8V
Western Markets Rise, Middle East Falls, Gold Steadies at $4100/Oz
How the west was won, the MidEast was lost & $4100/oz gold held https://t.co/VJQ1W1pdz5 #forex #XAUUSD $GLD

Chemicals Firms Hike Prices Amid War-Driven Inflation Shock
"Chemicals companies on the front lines of the inflationary shock are aggressively raising prices on disruptions from the four-week-old war... The price increases are already kicking off a chain reaction." https://t.co/E16JDzEqwM https://t.co/Ttbur0ru2f

US China Trade Gap Narrows, Overall Deficit Hits Record
"The U.S. goods trade deficit with China shrank 32% to $202 billion last year..., the narrowest since 2005. Yet the overall U.S. goods trade deficit grew 2.1% to a record $1.24 trillion because U.S. importers shifted rapidly to other markets"...
Premium Users Get March Macro Week Review
Premium Users - Macro Week in Review/Preview March 27, 2026, on the blog and here https://t.co/usEprcsIdN

Culture Is Your Business Operating System for Growth
Culture Isn't Fluff: It’s Your Operating System https://t.co/UDeeaNLFm4 Built w/intention & measured with rigor, #culture becomes one of the most powerful levers a biz has to drive customer satisfaction, employee retention, operational efficiency, revenue growth. https://t.co/UrcNtKtfLN
From Family Office Advisor to Founder: Raising $25M
An important reminder if you work for a family office or just a HNWI and you've done a wonderful job allocating their capital across various asset classes: fixed income, real estate, public equities, PE, venture capital, private credit, commodities, and traditional...
Daylight Saving Boosts Farm Output, Hurts Knowledge Work
The irony of daylight savings is it was started to increase productivity in an agricultural world, but it now kills productivity in the knowledge world. So many mental calculations, missed meetings, sleep adjustments.
Hire by What You Build, Not Your Resume
I love this. Most companies are not bold about the types of people they want to hire. You need to repel as much as you attract. Filtering is important. Building is the most important skill of the AI era. When...
Treat Talent as Shared Resource, Not Owned Asset
I spent last Saturday morning standing in a driveway selling things I no longer needed, and somewhere between the crystal champagne flutes and watching someone haggle over a $3 lamp, I got to thinking about HR and talent swaps. Which...

Today's Top 10 SaaS Cloud Multiples Revealed
This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close https://t.co/bnxxG3uisU

Tariff Revenue Too Small to Fund Stimulus Checks
Trump bragged that his tariffs are making so much money, he will be able to send stimulus checks to every American. The truth: tariff revenue is a drop in the bucket in reducing the federal deficit. Source: Peterson Institute

Market Slashes Feb Rate‑cut Odds; Fed Put Dead
The market was pricing a 100% chance of rate cuts in February. That number is now 16%. The Fed put is dead.
Follow‑up Shows Competence; Ignore First Pitch to Test.
Something I tell writers about the importance of following-up with potential clients: As a business owner, I deliberately don't respond to the first email pitch anyone sends me. Not because I'm not interested—but because I want to see if they'll follow-up. It's...