Hard Assets Surge as Stagflation Looms, Fed Constrained
Stagflation is written all over this move today. Gold decisively decoupling from overall equities and rising in step with oil and other hard assets. So much for the liquidation narrative — it’s gone completely quiet now. Don’t believe everything you read. Metals remain supply-constrained, historically underowned relative to financial assets, and deeply undervalued in a world where neutral assets are in high demand as governments rush to build critical mineral reserves. The defining difference from the 1970s? A Fed with no real capacity to raise rates. Game on for hard assets. https://t.co/w11jIlfmVk
Zohran Mamdani Captured 84% of Young Graduates
You probably know that Zohran Mamdani won over a lot of young college grads last fall. But do you know exactly what portion? 84%! I have a story up today that tries to explain why. https://t.co/9JbOLH1zIK
Starbucks Belongs in Nashville: A Cultural Fit for 2026
Starbucks should move the whole company to Nashville tbh. It's a better cultural fit for what the brand is in 2026: https://t.co/R0oQPKKkd6
Bullwhip Economy Signals Hyperinflation, Not Stagflation
Very important client post. The Bullwhip Economy 💫Not Stagflation. Hyperinflation. 💫Gold Hedges Stagflation - Not A Bullwhip Economy 💫Some Key Topping Charts https://t.co/Jqx8pnT5Ti
Great Product Fails without Clear Onboarding Path
I watched hundreds of people sign up for my product and then completely disappear. It was entirely my fault. Let me back up. I read 10x is Easier Than 2x and decided that software would be my growth strategy. So I built NoteGo. And...
Xi Prioritizes Innovation, Targets TFP Over GDP
My take on the Chinese five year plan and the rise of "high quality" as approximating a "Xi Doctrine" on the economy - for @CarnegieEndow Emissary @CarnegieChina The TL:DR version: - For Xi, innovation-driven economy > consumption driven economy. -...
Technology Builds Fast; Habit Change Slows Adoption
We saw this firsthand. The tech took days to build. Getting the team to trust it and actually change how they work took longer. That's always the real bottleneck. The habits.
Versant Joins Talks to Buy Vox Media's Podcast Unit
scoop w/@jtes: CNBC and MS Now parent Versant is among the companies in talks to acquire Vox Media's podcast biz https://t.co/sWkoNWwPEH
Hiring Builders Who Automate, Prototype, and Ship Daily
We only hire builders (and we’re on a hiring spree)! Reply with something you've built. I'll read them personally. We’re interviewing the best ones. You’ll be a good fit if you: - work best without permission - default to “how could I automate this” -...
Novartis Acquires Excellergy to Secure Xolair Successor
Novartis targets Xolair successor in buyout of startup Excellergy https://t.co/eGYQ2AxTd5 by @gwendolynawu $NVS $RHHBY #startups #biotech
G7 Confronts War, Iran, Hormuz—And US Accountability
g7 foreign ministers meeting in france today. on the agenda: stop the war, end iran's nuclear program, reopen the strait of hormuz. also on the agenda, implicitly: explain to allies why the us launched this war without telling them and ask...
Working Capital Determines Survival, Not Growth
Working capital is either funding your growth… or silently killing your business. Most entrepreneurs don’t even realize which side they’re on. Let’s break it down. Working capital = Current Assets – Current Liabilities Simple math. But it tells a powerful story. It answers one question: Can your business survive...
Boards Can't Unilaterally Cancel Mergers; Shareholder Vote Required
I am dumbfounded that an institutional investor could think that a board of directors can just terminate a definitive merger agreement. I am even more shocked that they would admit this publicly in the media. For the uninitiated, a merger agreement can...
Only US and China Can Police Hormuz Strait
This is important especially since US and China are the only countries able to ‘police’ the strait of Hormuz
Don't Force Standard Software; Tailor to Your Unique Business
Stop trying to be 'fit to standard' with software. Embrace what makes your business unique. While accounts payable might be standard, your core operations that delight customers are likely not. Customize wisely. #BusinessStrategy #Software https://t.co/1xKnyhw4qE
College Grads' Anger Stems From Deep Sense Of Betrayal
I have a story up today about why young college grads are feeling so angry: It’s more than just rising unemployment and the threat of AI. It’s a deep sense of betrayal. 1/ https://t.co/9JbOLH1zIK
U.S. Debt Hits $39 T, Treasury Declares Insolvency
US DEBT HAS HIT $39T AND IS CLIMBING. As I wrote in Fortune with Dave Walker, former US Comptroller General, US Treasury data show, black on white, that Uncle Sam is INSOLVENT. https://t.co/qKKcJtEuEk
Start with High‑intent Search, Not Months of Waiting
Most B2B teams wait months for pipeline. Target everyone. Optimize for clicks. Build awareness. Then hope it turns into revenue. Flip it: •Start with high-intent search •Send traffic to demo •Capture demand already there •Expand after proof Start with buyers, not browsers. https://t.co/6mptqJgD9z
Falling Consumer Confidence May Force Leaders to Dump Foreign Investments
FWIW - With or without further increases in oil prices, should consumer confidence around the globe continue to fall, and "Me Here Now" thinking really set in, it is hard not imagine local policymakers being pressured by voters to dump...
Removing SS Cap Breaks Contribution-Benefit Link, Distorts Taxes
Eliminating the wage cap on Social Security taxes & capping benefits severs the link between what you pay in and what you get out, making the payroll tax more distortionary. Make SS more like an individual notional account, not a welfare...
Separate Design Roles: Creativity Needs Humans, Rules Can Be Automated
I was talking with someone recently about making a design hire, and it led somewhere I didn't expect. There are, I think, two quite different things that get grouped together under the label of "design." There's aesthetic, visual, brand design. The stuff...
Upcoming Bear Market Looms After CapEx and ROI Struggles
"If something goes wrong on the CapEx front, on the investment front, on the ROI front, you pick it. The entire market, bonds, credits, structured products, etc... I don't want to say we're in for a world of hurt, but there...
BoJ Must Emergency Hike to Halt JGB Steepening
genuinely think the BoJ needs to emergency hike. don’t toy with the idea of shorting oil futures (you don’t have the juice for that). Ueda—the JGB steepening can end if you have the courage to do what’s right. https://t.co/cHO1FRRfAf
Iran War's Market Ripple: Key Signposts From Luke Gromen
No better timing than to have @LukeGromen as my guest tonight on The Danny Moses Show @scrippsnews at 7PM ET. We discuss the impact that the war in Iran is having on global markets & what we should be watching....
STIRs Reveal Uncertainty: Inflation vs Growth Slowdown
Not often you see STIRs trying to price hikes and cuts at the same time, but that is the current level of uncertainty. What will dominate in the next few months, inflation or a growth slowdown? Get...
Short‑Term Inflation Expectations Spike, Long‑Term Dip
UMich biggest sour swing since April 2025.. 1yr inflation expectations surge to 3.8%... but the long-term inflation outlook was down a tick https://t.co/jKnBGuulSH
Music Labels Hire ‘Clippers’ to Fake Viral Hits
Music Labels Turn to “Clippers” to Manufacture Fake Viral Buzz at Scale “Clipping” is a viral marketing tactic where teams flood social platforms with content to fake organic virality Labels and agencies hire ‘clippers’ to mass-post memes, clips, and content across TikTok,...
Yap Era: Authentic Voices Replace Polished Tech‑bro Content
I'm convinced the "yap era" of social content is not a trend... It's a course correction. People got tired of over-produced content that felt empty (and WAY too tech bro-y). They want real information, real stories, from real people.
Four Principles for Successful Sales Presentations
Fripp's Tips: Four principles to help you deliver a successful sales presentation and establish a new client relationship: 1. Find Clarity 2. Ask Questions 3. Structure Correctly 4. Remember Storytelling #millionairemindset #motivation #presentationskills
Invisible AI: Finance Benefits Without Seeing the Model
The best AI harness for finance will be invisible You won't see the model You'll see the outcome Faster settlements Better risk management Smarter capital allocation The tool disappears when it actually works
Rehearse with Friendly Investors to Sharpen Your Pitch
Do you practice your pitch with friendlies first? Practice your pitch rigorously, rehearsing it multiple times in early meetings with friendly investors. This not only boosts your confidence but also allows you to fine-tune your delivery for maximum impact.
Fixed Costs Exist Whether You Buy or Start
Most businesses feature fixed expenses that need to be paid whether or not they serve a customer. Buying vs Starting a Business https://t.co/W5E0qQGk0q https://t.co/aAKERkVobl
US Inflation Surges to 4.2% Amid Tariffs, War
U.S. consumers will be among the hardest hit by Trump’s tariff policies & the Iran war. The OECD raised its U.S. inflation estimation for this year to 4.2% — an increase of 1.2 percentage points, the 4th largest uptick among all...
US Consumer Sentiment Hits Near Historic Lows Amid Uncertainty
US Consumer Sentiment just fell in March to 53.3, one of the lowest readings of all time. The only lower readings? Nov/Dec 2025 after longest gov't shutdown April/May 2025 after 'Liberation Day' tariffs June/July 2022 during inflation spike Americans are struggling to navigate all...
Future Work Prioritizes Human‑Centric Design Over AI
The Future of Work Isn’t About AI - It’s About How We Redesign Work Around People https://t.co/Pz1Spyoe3Q https://t.co/ppjRCOLezi
Turn Bullet Points Into Pro Decks in 2 Minutes
🚨 Someone just built the Cursor for presentations. It's called Dokie and it turns your messy bullet points into a clean professional deck in under 2 minutes. No formatting. No dragging. No templates. Here's how it works: https://t.co/IE76QLYL7c
Early War Fade Wrong; Shorts Closed, Risk Remains
The consensus in early March was the war is a fade because geopolitics is always a fade. I wrote a piece titled: "am/FX: Too Many Faders" on March 2 outlining why it was way too early to fade an escalating...
OECD Predicts 4.2% US Inflation, Trump’s Achilles’ Heel
The OECD warns that US inflation will surge to 4.2% this year. As I predicted, the inflation genie will not be put back in the bottle and will remain one of Trump’s Achilles’ heels.
UK Faces First Ever Net Salt Imports
For the first time in history, the UK could become a net importer of salt. https://t.co/LebKeoPpE6 https://t.co/SJkfWqLqVr
U.S. Pivots to Western Hemisphere Energy, Partnering with Venezuela
My view in the @EpochTimes on the US reducing reliance on Middle Eastern oil: “There is a strategic shift toward a more resilient Western Hemisphere energy bloc... through tighter integration of supply chains ... with Venezuela." https://t.co/DLlkE38yYS
China Launches Trade Probes in Response to U.S. Actions
China Hits Back at U.S. With New Trade Probes Ahead of Trump-Xi Summit Beijing responds to investigations by the U.S. that could raise tariffs @pstAsiatech: yes, Beijing will respond to every measure coming from within Beltway, every one.. https://t.co/XZraiO7f8W
China Plays the Long Game Against Trump
How China Is Playing the Long Game With Trump China is always playing the long game... https://t.co/ca5y4Jpyct
Hiring Gap: Expectations vs Reality of Talent Availability
Question : There are good companies who want good talent and good people who are qualified. But then we hear : “Good help is hard to find” Where do you think the disconnect is?
Row K Faces Cash Crisis, Top Execs Depart
New: Meltdown at the new indie distributor Row K, @elmayimbe has the details. President Megan Colligan and marketing chief Ben Carlson are set to exit after just 7 months. Cash problems; strategic re-set seems underway for Chris Woodward and Raj...
Ceasefire Secures Higher, Long‑Term Oil Price Plateau
"Let's just say on Friday we sign a cease fire and all hostilities cease. We are not going back to 60 bucks (per barrel). There's going to be a geopolitical risk premium built into the price of oil... You will...
Master Three Metrics to Scale Beyond Q2 Chaos
You just spent 3 crazy months reacting to • Tariff chaos • Targeting changes • Algorithm shifts But ask yourself these 3 questions to help you scale consistently in Q1 without worrying about any chaos in Q2. QUESTION 1: Does your offer convert...
Rebuild B2B Marketing Foundations in 90 Days
Most B2B CMOs inherit a broken system. - Random campaigns - Sales blaming marketing - Marketing blaming sales - Board asking why pipeline is down The instinct is to launch something new. But that just adds more chaos to the...
Iran War Hits Oil, Markets Down <10%
The global investment community has been discussing the substantial impact of the war in Iran on the markets. Yet, the indices I follow, through Vanguard Group UK funds, show a decline of less than 10%. So far, most of the impact...
Emotional Fulfillment Beats Pay in Talent Retention
"Emotional needs, such as feeling valued and supported, mattered more than functional needs like pay, benefits, and hours in retaining and supporting talent." https://t.co/xLzSKDM6Fz < we all crave joy and appreciation in our work
Leaving HuffPost to Build Thrive: Leap of Microsteps
How do you know when it's time to take a leap? I did exactly that when I left The Huffington Post (@HuffPost) in 2016 to found @Thrive Global, helping people adopt healthy habits that drive better health outcomes, engagement, and productivity — one...