
As always, risk management is paramount. In a market under distribution, tightening stops and prioritizing capital preservation isn’t just prudent — it’s essential. When the tape refuses to reward low-risk setups and breakouts fail to follow through, discipline becomes your greatest edge and cash is king. History shows that conflict-driven declines eventually create meaningful buying opportunities — but not immediately. Risk is elevated, and patience is required. This too will resolve. And when it does, a new upleg will emerge from the geopolitical rubble — as it always has. https://t.co/JXzFFTmMtn

The rock solid complacent trends like $GLD, $EEM, and $ACWX all getting flushed today as the dollar rips another day https://t.co/f6LhWCRZLV
I worked with a university a few years back that had a problem most organizations have. Their website was full of outdated rubbish, and nobody would fix it. We tried something that probably sounds obvious in hindsight. Every page got assigned...
Semafor: "Weiss’ approach has paid some dividends." For Netanyahu and Trump. A new CBS News emerges amid Iran crisis https://t.co/BllROEbkrD
AI skills have turned into such a buzzword that its actually a misnomer; what will keep you from being easily replaceable by AI is communication, listening, and a real results orientation. #Hiring #AI https://t.co/5Ohw7w5l2f
#TimTalk - Radical Humility: Why the "Hero Boss" is Dead (and what to do instead) with Urs Koenig https://t.co/24g0kLLxXC

In contrast to the US indices drop, the $DXY Dollar Index is extending its rally. Risk correlations are increasingly aligning - suggesting a stronger drive in sentiment (specifically 'risk off') https://t.co/TQcm749mr6

Product is one of the biggest investments in a B2B scale-up — yet its commercial impact is often unclear. When the board asks, “What value did product actually create this quarter?” many teams struggle to answer clearly. 🗓 Wednesday, 4 March ⏰ 17:00 – 18:00...
NY Fed President John Williams with a speech that marks to market his outlook, one that has few changes from recent commentary out of Fed leadership: Labor market has shown “promising signs of stabilization.” Despite a “lack of headway” on...
Term premia should reflect the hedging qualities of government bonds. If we are going to keep getting negative supply shocks - which reduce equities and raise yields, creating a positive return correlation - term premia need to be a lot...
A complete stack for my 30k/mo AI buisness - Perplexity - Claude $200 - 1000% worth it - Gamma - Calendly - Grain AI - n8n for workflows - Agno for agents - Postgres - Notion And brain🧠

A slide from the $VITL December 2025 Investor Day, which ranked capital returns as their lowest investment priority; two months later, announced a $100 million repurchase authorization, which would require debt issuance. https://t.co/IAg2QWKbrE
Leveraging your expertise is wise, of course. You’ll be more efficient and make better decisions. Well, sometimes? Or “expertise” can be blinders. Knowing that, you can avoid the trap, and indeed leverage your expertise. https://t.co/19xHUGd9lC

Not gonna lie, using Nano Banana to say "take this screenshot and switch it to Argentine Spanish" is a pretty amazing feature. https://t.co/E7hxNdfMIK
RT Ive been telling CIOs that a lot of what AI is doing in their organization is reshaping its business. Its not really transforming yet. #AI #CIO #DigitalTransformation #CXOTalk @Star_CIO https://t.co/xTvbca0YxB
How to tie Content to Revenue and prove content marketing value [RevCO F... https://t.co/DrLnhaoEwf via @YouTube
Paramount’s $110 Billion Warner Bros. Deal Backed by Arab Sovereign Funds Raises Soft Power Concerns https://t.co/YAzJc52Fgq
New piece from me The AI Doom Loop has started Block fired 4,000 people. Stock ripped 24%, Was AI the Excuse or Reason or Both? https://t.co/cgZ6m2HSv7
🎙️ 🎙️ NEW POD: Puck all-stars @MattBelloni & @WilliamCohan debate David Ellison’s existential Paramount-WBD challenge, Ted Sarandos’ next play, and the legacy of David Zaslav… this is a fun one… Apple: https://t.co/FhmAiCfP7H Spotify: https://t.co/skJZmlCppk @PuckNews

The Dollar is rallying sharply. When this kind of Dollar strength happens, risk of disorderly market conditions and problems in the US Treasury market rise, because the highly leveraged basis trade can get hit as EM central banks sell their...
this is not a joke. this is not a test. this is a global energy emergency unfolding in real time

China won the mineral war. Two new books show how the West let it happen Read more here: https://t.co/9ofBAHFGLx https://t.co/Qa5SYQX6Dg

Spot gold has now fallen below $5,100 despite rising global uncertainty. Safe haven bids are fading as traders de risk and raise cash. Silver has dropped under $78, down $20 in just 24 hours. Volatility is accelerating across metals . Is this...
Your customers are churning. But not for the reason you think. Most founders look at monthly churn, see 3-4%, and think "we're fine." But then they pull up their net revenue retention at 12 months and it's sitting at 70%. That's value decline....
You haven’t run out of people to reach out to. You’ve run out of offers. You sent one message to each person once. That’s not outreach. That’s a mass email, sent the long, hard, stupid way. Here’s what I’ve noticed about the...
Growth in 2026 Will Depend Less on Optimism and More on Alignment [NEW POST] - B2B Marketing Blog | Webbiquity - https://t.co/GgaDpWstRs New research from @OuterBox .

A credential boom is underway. The hard part now isn’t accessing credentials. It’s finding the ones that actually move people forward. On our most recent episode of @FutureUPodcast, @JSelingo and I spoke with @mattsigelman of The Burning Glass Institute about this...
Nice guys finish last in sales too. Being a pushover or a happy ears seller is a good way to get walked all over. Selling is a 2-way street that is flow of gives/ges. You have to respect yourself for: -Your expertise -Time you prepare...
I was in a coaching workshop with an SDR team selling into enterprise accounts last week and a rep asked which prospect to message first. It's a massive account.. probably 20 people we can reach out to at min. The obvious choice...
Just in: S&P Global Ratings placed all its ratings on global diversified media company PSKY, including the 'BB+' issuer credit rating and our issue-level ratings on its debt, on CreditWatch with negative implications
Asia is weak, oil is ripping, we're in a fast market right now on The Morning Show https://t.co/jn2RN28AFk
First step to focus? Turn off notifications. First deep work block? 45 minutes, no switching. First boundary? Phone out of reach. Don’t overcomplicate it. Protect your attention. Finish what you start. Then extend the streak.

📌 A reminder: Most of the gas Europe imports is used for heat - to warm our buildings and to provide process heat in industry. Only around 20% of gas is used to generate electricity. https://t.co/31yV3zzXKL

Big Discover drop but Google search is relatively stable -> Reach (The UK’s largest commercial news publisher) explained Google Discover traffic dropped by 46% in the second half of 2025 but overall Google search traffic is stable "Chief executive Piers North...

The Brent oil price is now up a stunning 14% from Friday and we're starting to see disorderly strengthening in the Dollar as the global risk-off builds. Even gold is down versus the Dollar at this point. This is a...
Ukraine is under pressure to let the EU inspect a damaged pipeline carrying Russian oil to Hungary and Slovakia, as the pro-Kremlin countries accuse Kyiv of overstating the impact of a Russian attack. https://t.co/FChmxjyqus

Elsevier is hiring across Data, AI & MLOps roles in the Netherlands, Mexico, India, and other locations. Hiring: • Senior Data Discovery & Enrichment Experts • Senior Knowledge Representation Specialists • Senior Data Scientists • Senior MLOps Engineers • Data Science Team Lead •...

🚨 In the last ~10 days, the AI future of work essentially arrived. We just got a new class of products: AI that directly carries out work for us, instead of just chatting. It’ll rewrite SaaS, ops, governance faster than most orgs...
Disruption doesn’t kill companies. Identity confusion does. Lessons from my conversation with John Fallon on why copying Silicon Valley playbooks fails and what actually lets incumbents survive change. #Strategy #Leadership #Outthinker @LHH_Global https://t.co/VgKcJLvHsZ
The hidden 18–24 month cost most companies never calculate There’s a familiar moment in many companies when growth stalls. Pipeline slows. Forecasts wobble. Pressure rises. And eventually, the conversation turns to people. “Maybe we need a different marketing leader.” “Sales just isn’t executing.” “We need someone more aggressive.” Leadership...
It's not too late. Join us this morning at 11 ET to learn more about how companies are navigating ITFM & FinOPs. Register here: https://t.co/jhHi37D4iJ

Google AI Mode sidebar links do not pass referrer, Google is looking into it https://t.co/ujHzcQSRQO via @tomcritchlow https://t.co/GqAk4TA1xJ
D.C. Memo: @Optimum CEO Pitches @FCC Chairman @BrendanCarrFCC on @NXSTMediaGroup/@TEGNA Merger Conditions. Dennis Mathew urges FCC leader to require 'divestiture of Big-4 triopolies in a local market' $NXST $TGNA | https://t.co/aAaKQ9Pivw

AI won't kill UI. At least that's the sentiment I got on my recent (shit 😅)post about replacing @clay (valued at $5B) with Claude Code. It might've seemed like I was hating on Clay, but I was actually playing devil's advocate to...

The Dollar is the Only Game in Town: If this is World War 3, the world wants dollars. The greenback has is broadly higher but hardly anything else is. Other safe haven, like gold, the Swiss franc, and US Treasuries...

.@SES_Satellites: Rev & EBITDA 2025 shortfall mainly from short-term events, growth to resume in 2027. 2 yrs after filing $472M claim for glitches on 4 mPower sats, only 40% has been paid. Co plans MEO-orbit network serving US & European...
Talked to a small-cap private equity GP, and he said that from day one, they've always asked LPs for the flexibility to do both majority and minority investments... They’ve seen many great companies where the owners have clear reasons for not...
Middle East ports operational update: Tuesday March 3: No internationally recognised legal closure of the Strait of Hormuz https://t.co/iXWbXlmInn
What level does crude have to trade below for SPX to go green on the day

Here is the latest 7-day rolling number from the Strait of Hormuz. Impacted? Yes. Closed? No. https://t.co/paTmzStHh6