Erdoğan Blames Netanyahu's Israel for Regional Aggression
#TurkeyWatch 🇹🇷: President Erdoğan fingered Netanyahu's gov't and Israel for “not only targeting Iran”, but also its “step by step implementation of plans to occupy Lebanon”, and its continuing “aggressive violations” of Syria’s sovereignty. https://t.co/M9KIHTZopA
Good‑paying Jobs for Recent Grads Plummet over 25 Years
I think this data is more revealing of what's happened in the last 20-25 yrs. The NY Fed has tracked the proportion of underemployed recent college grads in good-paying jobs v. low-paying jobs. The proportion in good-paying has dropped sharply....
Trump’s Tariffs Were Symbolic, Global Trade Endured
Factful Friday is up! After a book-writing hiatus, it's back (and based on snippets from my forthcoming eBook, World War Trade). 👉Why didn’t Donald Trump’s tariffs melt down the world trade system? This Factful Friday, based on snippets from my...
AI Becomes Strategic Driver of 2026 Enterprise Innovation
Use of AI Triples for Product and Enterprise Innovation in 2026 https://t.co/3CNiNbURdd From my latest global CIO survey. The use of AI gets far more strategic this year. https://t.co/3xIOumQeI3
Iran War Sparks Global Stagflation, EM Rate Hike Pressure
OUT NOW - Former PIMCO Sovereign Credit Head on Iran War's global stagflation shock & risks for sovereign bonds. EM central banks don't have luxury of "seeing through" $100 oil - many will feel pressure to hike Apple 🔊https://t.co/FbjlbTwSHF Spotify📽️https://t.co/BWmky8uYIF https://t.co/eMPzAa5H18
AI‑Built Healthcare Platform Wins Real Paying Users
A founder shipped a healthcare platform - 400 users, 50 paying customers, 100% built with AI. Engineers keep telling her it's not possible. I've heard this one before. Four times, actually. https://t.co/M3jJ1HZ9e6
Valuations Drop 12% Even as EPS Expectations Rise
📊 Valuations are down 12% while EPS expectations are up @DanGreenhaus breaks down the market math nobody is talking about 🎙️ https://t.co/T03CfonYMo
Brace Yourself: Global Macro Markets Turning Dicey
Grab you lunch pails and get your hard hats on.... Global Macro gettin DICEY @fejau_inc @qthomp https://t.co/c1n3INbRN3
CERAWeek Recap: Iran Conflict Fuels Energy Crisis
Quite a week to be @CERAWeek with Iran war and escalating energy crisis. And no one better to debrief with than the incomparable @JavierBlas. Check out my podcast with him recapping #CERAWeek and latest on Iran. https://t.co/OsJts3VLUQ
IEA Urges EU to Decouple Gas From Electricity Pricing
The EU should sever the link between gas and electricity costs to limit the fallout from the Iran war, the IEA has suggested 🇪🇺⚠️ In the European marginal pricing system, gas is the fuel that effectively sets the power price https://t.co/rvKWzsWwey
UN Managed Iraq Oil Funds: 25% Reparations, 3% Fees
Remember this? After Kuwait's liberation, Iraq's oil revenues were placed in a UN escrow account, with the UN managing sales and purchases. Iraq paid about 30%—later reduced to 25% after 2000—for war reparations, while the UN kept 3% for administration...
AI Boosts Recruiter Efficiency: Real-World Workflow Hacks
Brainfood Live On Air - Ep369 - Optimising Your Recruiter Workflow with AI - Real Examples https://t.co/9PGKK22Tex
48‑Hour Pause Makes Negative Feedback More Effective
Melinda French Gates waits 48 hours before giving negative feedback. If she’s upset, she pauses and thinks first. No surprise critiques months later. If you hear nothing after 48 hours, you did your job well. What would change at work if you gave feedback...
U.S. Debt Service Surpasses Defense, Threatening Great Power Status
Ferguson’s Law, proposed by Sir Niall Ferguson: when a great power spends more on debt service than on defense, it risks losing its status as a great power. The U.S. crossed that line. Net interest at ~3.1% of GDP exceeds defense at ~3.0%. DEBT...
High Inflation Dem
If CPI were to trend up to 5% over the next year in the unlikely event that rbob futures kept rolling up to the current spot price...what is the 10 year yield and what has to happen to SPX earnings...
US Assures Allies: No Immediate Iran Invasion Plans
Not even a slight bounce on this headline. *US SIGNALS TO ALLIES NO IMMEDIATE PLANS FOR IRAN INVASION
IMF and Leaders Discuss Middle East Conflict’s Energy Impact
Pleased to meet with IMF Managing Director Kristalina Georgieva (@KGeorgieva) to discuss the implications of the Middle East conflict for energy markets & economies around the world We agreed to continue to keep in close contact as we support governments in...
Global Energy Shortage Sparks Rationing, Looming Lockdown‑Like Shift
Thoughts? We discuss the emerging global energy crisis and fuel rationing measures being implemented worldwide. Countries like Slovenia and South Korea are implementing fuel rationing systems, while others are grounding flights and pushing work-from-home mandates to conserve energy. We explore...
Invest in Employee Experience, Multiply Business Results
The Multiplier Effect of EX: How Internal Investments Drive Results https://t.co/xRlbBm1PJg When #employees r engaged/equipped/empowered, their performance amplifies outcomes beyond job descriptions. The return on EX investments compounds; they shape cust interactions every day. https://t.co/RWUhcMoeLc
Start with Conclusions, Highlight Benefits, Keep It Brief
How to Present to Senior Management Without Being Terrified 1. Practice 2. Open with your conclusions 3. Describe the benefits if your recommendation is adopted 4. Describe the costs, but frame them in a positive manner 5. Be brief #presentationskills #expertadvice
Master Decision Dysfunction to Earn Enterprise Sales Premium
The single most underrated enterprise selling skill: Navigating decision dysfunction. Always assume that dysfunction is the status quo. And that it's your job to make it as functional as possible. That's why you get paid the big bucks in enterprise.
U.S. 10‑Year Treasury Nears 4.5% Threshold
The other chart we all gotta check daily. 👉 U.S. 10 Year Treasury 💥Almost hit 4.5% today😦 https://t.co/DVVhNkPrqm
Structured Pilot-to-Paid Framework Drives 80% Conversion
Founders: Pilot-to-paid conversion framework: 1. Weekly success metric reviews 2. Bi-weekly stakeholder updates 3. End-user feedback collection 4. ROI calculation at day 20 5. Transition meeting day 25 Structure = 80% conversion.
Yen Poised for 30‑year Breakout as Dollar Stalls
30 year base in the Yen and it's about to breakout higher...US Dollar wrecking ball locked & loaded at the same time the geopolitics won't allow for a release of global dollar liquidity. @crossbordercap What say you?! @SantiagoAuFund What're you seeing? https://t.co/pGBvvssGL6
Purpose Beyond Self Drives Employee
RT @JoeContrera Having a purpose bigger than you is where it all begins… And in business I believe that the key to motivating employee’s requires these two things: https://t.co/oHCF0vP6Q9 #purpose #leadership #wisdom https://t.co/Rmo4biXkHp
Avoid Assuming the Role Is Already Yours
The worst is when they talk like the job is yours. “This is where you will be sitting...”Don’t do that.
USD/JPY Breaches 160, Eyes Potential 162 Breakout
For the first time since July 2024, $USD has pushed above JPY160. It almost reached JPY160.40, which we suggested was needed to confirm a breakout. The BOJ & MOF officials I have spoken with seem more sophisticated that draw an...
Scale Without Losing Humanity: Automate Admin, Prioritize People
Scaling doesn't mean "corporate coldness." Factorial automates admin so you keep your people first. Stay human as you grow. 🤝 #HRTech #Factorial #CompanyCulture #HR #PeopleFirst Schedule a meeting with me: https://info.quaintbusiness. https://t.co/wosnC9rWCT
Cricket Team Sale Delivers Strong Returns for Murdoch, RedBird
Cricket Team Sale Yields ROI for Investors, Including Lachlan Murdoch and RedBird Capital 🏏 https://t.co/hpOJwHSbxC via @sportico @LuisaRBeltran
Semrush Holds First Data on ChatGPT Ad Performance
Well, I know one company in our industry that has data about how ChatGPT Ads are performing. @semrush :) https://t.co/2O5V5dJZSN
Rising Oil and Rates Amplify Stock Market Volatility
Oil & Interest rates, collectively, are single-handedly driving the equity market. The longer prices remain high, the flatter the slope will be WRT stocks. That means, smaller changes in oil/rates will have larger impacts on stocks. One reason this is...
Flex Ads Boost CPA Performance 30‑60% Day‑over‑Day
Every single ad that was a Flex ad across my entire portfolio saw anywhere from a 30-60% increase DoD in CPAs.
Weekly Live Show Launches: Oil, Gold, Yields Explored
I'm going to start doing a weekly livestream on Saturday mornings at 9 am (ET). Tomorrow will kick things off with a discussion of: (i) impact of an Iran embargo on oil prices; (ii) what's going on with gold and...
Escalating Late Kills Deals and Trust
Prompt for an AI agent with access to your CRM: I want to see all of the times our sale reps went over the buyer's head to the executive sponsor to "secure the deal". Please then pull the conversion/win rates...
System‑Designing Founders Build Lasting Freedom, Not Busywork
A pattern I’ve noticed: there are founders who push vs founders who design systems. The first group stays busy. the second group builds something that survives them and creates true freedom.
Measure What Matters, Not Just What’s Easy
“Regarding product success & the performance of ur #productmanagement team, do you measure what truly matters or what is conventional & easy to measure? Your KPIs should be like a mirror that tells no lies & shows no distortions.” https://t.co/WMJWQdicPF #stakeholdermanagement https://t.co/GnQXvJnWZn
Cold War with China Underm
This is important 👇 1. USA is in Cold War with China 2. Europe is economically dependent on China. Something has to change because 1+2 is incompatible with a partnership, which is why the partnership is deteriorating
Trump and Netanyahu's Iran Conflict Spikes Global Oil Costs
Thanks to Trump and Netanyahu's war on Iran, oil prices, jet fuel, and virtually everything under the sun, are taking a hit. US-ISRAELI WAR ON IRAN IS COSTING EVERYONE IN THE WORLD AN ARM AND A LEG. https://t.co/rjfW2er9UQ
Trump Names James Murphy NLRB
As long expected, President Trump has named NLRB member James Murphy as the labor board's chairman, the agency just announced. In statement, Murphy says he looks forward to working with colleagues "to protect and advance the rights of American workers."
SpaceX and Tesla Set to Merge, Become “X”
Prediction: SpaceX and Tesla merge within the next 12 months @CCM_Ryan thinks it will be renamed to "X"
Meta's New Attribution Inflates CPA, Leaves Optimization Unclear
Meta has rolled out their updated attribution settings to many accounts yesterday. This resulted in 30-50% increases in CPA in platform. But Northbeam showed zero changes. If you see a banner at the top of your ads manager it was...
Insights Into China's New Five-Year Plan
An assessment of China's new Five-Year Plan from my @CarnegieEndow teammate @damienics who directs @CarnegieChina in Singapore.
Monetary Policy Lag Shapes Current Decision-Making Framework
A special shoutout to Fed guy @josephwang. During our chat Joseph gave a beautiful breakdown of the lagged effects of monetary policy and how that feeds into the current decision making framework and then 3 hours later when @fejau_inc interviewed...
Yardeni: Iran War Could Trap Fed in Stagflation Bind
Ed Yardeni warns the Fed could face a policy bind if the Iran war triggers stagflation, caught between its dual mandate. https://t.co/AEdPXCYmJy
Megabanks Still Free to Acquire Solvent Banks Under Deposit Rule
I forget that there are still megabanks who aren't yet barred from this kind of M&A (banks can't buy another solvent bank if they already control at least 10% of national deposits)
Dollar May Fade, But Not Anytime Soon
In my latest Telegraph column I defend the dollar by channelling @TomCruise’s Maverick. To the claim that the dollar is probably headed for extinction, I say: Maybe so. But not today. https://t.co/lTW4ry33Lp https://t.co/q9PtKebSYk
Approach
Spending today walking up to people coding in coffee shops to ask why they’re by themselves maxxing in case they turn out to be founders
Early-Stage Startups Gain Credibility by Embracing Uncertainty
Another storytelling advantage for early stage startups: they can afford to embrace the inherent uncertainty of this era (and become more credible in the process). https://t.co/uT6MxANvWJ
Specialized Expertise Thrives Regardless of Market Conditions
I keep seeing and hearing that, in today’s market, many of the most seasoned people in finance are avoiding fundraises and choosing to go deal by deal... That said... I had a brief 30-minute conversation with a gentleman who has raised...
Erdogan Calls for Unity Among Turks, Arabs, Kurds, Persians
#TurkeyWatch 🇹🇷: President Erdoğan shouted from the rooftops: “in one of the world’s most strategic regions,” Turks, Arabs, Kurds and Persians have “lived together for centuries.” They have shared “the same fate and geography,” adding that “our future… will be together.”...