China's Gold Reserves Jump 260% Since 2022
Since October 2022, China’s gold reserves have SURGED by 260%. BUY GOLD, WEAR DIAMONDS. https://t.co/ot9Q5fMQ8n
Investors Value TAM Growth and Adjacent Market Expansion
Thomas Laffont of Coatue doesn’t care about the size of your TAM. He cares about how the TAM is growing, and what adjacent TAMs you can grow into. Example - Uber grew the Taxi market then moved into...
Crestview and Gersh Eye Full or Partial Wasserman Sale
One of the more interesting things from my recent story on the @Wasserman sale. Crestview Partners and @TheGershAgency are looking at Wasserman in whole and or in parts #sportico https://t.co/swU8ey2FGO
Build Community First, Then Product, for Billion-Dollar Success
Glossier spent 4 years building a community on a beauty blog before launching a single product. They co-created with their audience. Hit a billion-dollar valuation. Meanwhile you're building products nobody asked for. That's the gap.
Trump Quiet on $2,000 Tariff Rebate Checks
EVERCORE: “.. Trump has not emphasized the $2,000 ‘tariff rebate’ checks since earlier this year, suggesting that at least for now this has fallen off the agenda ..” 😔 https://t.co/EN0kaph84R
Solar Boom Fueled by Debt, Not True Cost Savings
I don't think the world is ready for the reality that the great solar boom wasn't as cost-efficient as everyone thought. And actually, in a round-about way, was probably predominantly subsidised by growing Western indebtedness, at the cost of middle-class...
Enterprise AI Demands Complex, Strategic Content
Moving Beyond "Simple" Content: The Reality of Enterprise AI by @Timothy_Hughes https://t.co/hIAlV4hbey @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #Leadership #ArtificialInteligence #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
Mitchell Hashimoto’s Workflow Transformed by AI Tools
How has the day-to-day workflow of Mitchell Hashimoto (@mitchellh) changed, thanks to AI tools? Timestamps: 00:00 Intro 07:19 HashiCorp origins 18:22 The 2010s startup scene in SF 23:11 Funding HashiCorp 25:23 The "Hashi stack" 38:28 The open-core pivot 48:08 Taking HashiCorp public 51:58 The almost-VMware acquisition 59:10 Mitchell’s take...
EM Earnings Surge 31% YoY, Outpacing US and Commodities
One way to visualize the global earnings convergence is by showing earnings estimates for the different regions on a log scale. All estimates are rising but EM estimates are rising the fastest. Shown another way, EM estimates are now rising at...
Python Reduces Portfolio Optimization to Four Lines
Stop trading with Excel. Start trading with Python. Portfolio optimization is literally 4 lines of Python code:
Automation Will Kill Network Effects of Seat‑based Tools
If a company had a network effect but that network effect is induced by people whose roles will get automated via AI, that company will surely have a decelerating network effect. There are many seat-based tools like this that are...
Founders Beware: ROFR Clauses Can Block Future Exits
For minority investors to include protective provisions within their purchase agreements is common practice, but one provision that founders should be particularly aware of is the right of first refusal (ROFR). A ROFR clause places an obligation on the company...
Perplexity's New Computer Automates Workflows While You Sleep
Perplexity just dropped something that makes every AI assistant look like a calculator. Perplexity Computer doesn't chat with you. It logs into your tools, runs your workflows, and keeps working while you sleep. This changes everything: 👇
Rare Glimpse Into Secretive Thrive's Performance Data
got my hands on Thrive's performance. secretive firm so this provides a rare snapshot of how they're doing https://t.co/5dbvPfrUF1
Mortgage Demand Hits 10‑month Low, Biggest Homebuyer Strike
Mortgage demand to buy houses just plummeted to its lowest level in 10 months. The MBA mortgage purchase index is now at 150. 57% crash from pandemic peak. 40% drop from 2018-2019 levels. It's the biggest homebuyer strike ever. https://t.co/FVB0HYY4bc
Raise Prices Now: Stop Giving Customers a Hidden Tax
Are you paying a 50% tax you didn't vote for? You're just gifting it to your customers instead of the government. Here's how: Say you're a store doing $3M at 10% margins makes $300K in profit. You finally raise prices 15%, something that's LONG...
AI-Driven Attacks Exploit Simple FortiGate Misconfigurations Globally
New threat intel shows a financially motivated threat actor using commercial generative AI tools to compromise more than 600 FortiGate devices across 55+ countries by exploiting exposed management ports and weak credentials, not zero-day vulnerabilities. AI is amplifying basic security...
From Sole Female Math Major to $10T Leader
She started as the only female math major in her class. Now she runs a $5T global platform at JPMorgan. Next stop: $10T AUM.
VAT Threshold Unchanged Since 2009 Hurts Small Businesses
The last time they increased the compulsory VAT registration was circa 2009. Fun Fact: R1 million Rand in 2009 ( the last time they adjusted VAT registration ) is roughly equivalent to R2.2-R2.3 million. Inflation adjusted it’s now about the...
Higher Real Wages Benefit Workers as Consumers
People seem to have forgotten that workers are consumers. Rising real wages is pro worker too, even if some tasks get replaced.
Meta's AI Will Automate Entire Ad Campaigns
If your value lives in media buying mechanics, Meta is already building your replacement. Mark Zuckerberg has confirmed that Meta is testing a system where a brand will enter a product URL and a budget, and the platform will build an...
USDJPY‑Yield Spread Correlation Rebounds to Strong Positive
The rolling 40-day (2 month) correlation between $USDJPY and the US-Japan 2-year yield spread has rebound to a stronger positive (+0.6) after 10 months of inversion. Will it just start syncing up or will this gap in carry standing close?...
Ambition without Chaos: Align Time, Boost Performance and Peace
You don’t need chaos to be ambitious. When your time is aligned, you produce better work and still have energy left for yourself. This workshop helps you build a system that supports both performance and peace. Join us this March. Enrol now. https://t.co/E53E31bsZG...
Tech Exports Drive 5% GDP, 7% Jobs in India
According to the World Bank, computer & information services exports account for nearly 5% of India’s GDP and generate roughly 7% of India’s employment. NO WONDER PM MODI IS SO POPULAR. https://t.co/aWyUaxVmlL
Rebuild From Zero: 30‑Minute AI Playbook Generates Leads
If I lost my 10,000,000 social media followers tomorrow, and had to rebuild from 0, here's my exact playbook. 30 minutes a night with AI. 90 days to real business leads. Most people would panic. Start posting random content and hope something sticks. I'd...
Stop Dominating Sales Interviews: Ask Better, Verify Candidates
Sales Management Interviewing Mistakes: You do the majority of talking. You are the only one interviewing potential sales candidates. You don’t check resumes and backgrounds before making a job offer. You don’t ask challenging enough questions during your interviews. #frippvt
AGI Privatization Falters; Stock Trades Above $1 Bid
As expected, $AGI.AX privatization failed - Novomatic (67%) failed to reach 75% delisting threshold - Stock now ~15% above the A$1.00/sh bid since Sep - Activist argues for ~A$3.00/sh (likely stretched) - Novo can re-bid in a few months, overbid thesis looks enticing now.
Prioritize P95/P99 Metrics to Empower Power Users
If only more products would measure p95 / p99 metrics and act on them, instead of looking at medians (p50) or averages (that mask outliers) p99 is almost always your power users. Fixing stuff for them has outsized impact Great example on...
Cyberattacks Eclipse Inflation, Recession as SMBs' Top 2026 Threat
Cyberattacks Overtake Inflation and Recession Concerns as the #1 Threat to SMBs in 2026, New VikingCloud Research Finds https://t.co/O8FsxVZLOe
Launch Festival Returns: Free 3‑Minute Pitch for Early‑Stage Founders
LAUNCH FESTIVAL is back… March 16 & 17 in San Francisco This is the demo-or-die format I created for TechCrunch50 back in the day. 3 minutes to pitch your vision to a panel of investors and founders Always free for...
Non‑technical Founder Slashes UI Build Time with Claude Code
I don't write code. But I build every screen that our users touch on Theanna. I'm a non-technical founder using Claude Code to build frontend and it has cut our dev time from 2 weeks to 2 days. Here's my exact process (steal...
Ed Fries: New Xbox Leaders Mirror Original Management
Ed Fries weighs in on the new Xbox changes, saying Asha Sharma and Matt Booty are not so different from the original leadership. Exclusive. https://t.co/muo6ftTR4C
Cintrini Resorts to Zandi’s Stats Amid Worsening
Just when you think it can’t get worse we got Cintrini appealing to Zandi “stats”
Factor National Interests, Avoid Becoming Market Victim
You can begin factoring national interests and power factors into your preferred free market analysis or you can be a victim of it. https://t.co/bDXsO4Jd8A
Alfred Lin Joins Rowspace CEO After Sequoia‑Led $50M Funding
Alfred Lin is coming on the show today with Rowspace CEO Michael Manapat. Sequoia led Rowspace's $50M debut round. https://t.co/SkBI6J8BJB @Alfred_Lin @mlmanapat
Fed Moves Needn't Dictate Other Central Banks' Actions
The policies of the Fed impact economies globally, but that doesn’t mean other central banks have to follow the Fed. If the Fed were to implement surprise rate cuts, the Bank of England should arguably do the exact opposite. My latest...
China Warns US Trade Probe Could Spark New War
China warns about US trade probe. And tariffs. Will there be another trade war? And what then for supply chains?
Align Marketing & Sales in Three Simple Steps
RT @VisionEdgeMktg 🔗 Marketing and sales misaligned? That's leaving money on the table. Three proven steps to fix it now. https://t.co/pWTXFdm97t #MarketingAlignment #SalesStrategy #RevenueFocus
Canada Enjoys World‑lowest Tariffs Amid Post‑ruling Calm
I imagine no one in Ottawa is in a great rush given the tariff chaos post Supreme Court ruling and the great deal Canada is getting right now -literally the lowest effective tariff rate in the world (possibly by accident...
Popular AEO Tactic Risks Trouble when Overused
Yep seen this as a very popular AEO tactic for the last year. I think it falls into the grey area - one of those approaches that probably would have been fine on a small scale, but will likely lead to...
ByteDance Valued at $550 Billion in Proposed Sale
Exclusive: ByteDance valued at $550 billion in proposed share sale by General Atlantic, sources say With the national emergency finally over.... https://t.co/meRO3PXF22
GSK's New CEO Targets Proven Science, Eyes Obesity Drugs
The FT's report on GSK's $950M deal to buy 35Pharma and its pulmonary arterial hypertension drug includes an interesting unnamed insider's quote that new CEO Luke Miels is going after assets where "the science is relatively settled." Maybe leaning into...
Courts to Decide Why Collected Tariffs Remain Unrefunded
USTR: Courts will tell about tariff refunds. US collected the tariffs. Why are they not stepping up on refunds?
Negotiation Success Starts With
I've spent 4.5** years selling to CRO's and VPs of Sales If you can't hold your own negotiating, you'll get eaten alive. Here's my always / never rules for negotiating: 𝐀𝐥𝐰𝐚𝐲𝐬: -Confirm you are vendor of choice -Be consultative + work together -Require a live phone...
China’s 5-Year Plan Boosts Energy Security, Regional Self‑Reliance
How China’s 5-year energy plan could change the way it powers its economy Beijing will prioritise energy security through large-scale projects and greater regional self-reliance, as risks mount at home and overseas https://t.co/HwoETxozqe via @scmpnews
Boost Mobile Pilots Starlink Sales in 120 Stores
. @boostmobile has begun to test sales of @Starlink in ~120 stores. The pilot ties into EchoStar's pending sale of spectrum to SpaceX and builds on Starlink's growing retail strategy. h/t @wave7jeff - @Light_Reading https://t.co/Uc3v44JgC9
Rich 5s Cheapen Ahead of Auction; Yields Rise
Not surprising to see some cheapening of very rich 5s before the auction later today. 2s5s10s up a few bps from Monday's Citrini low. Interesting to see if the move has legs post-auction https://t.co/ZQjjNm6NwT
Brace for the Next Trade Storm After Tariff Blizzard
After the Tariff Blizzard, Are You Ready for the Next Storm? - https://t.co/syg5yLFZmi @joinindago #TrumpTariffs #IEEPA #SupremeCourt #globaltrade #supplychain #logistics #tradecompliance
AI Turns Reverse Logistics From Cost to Competitive Edge
New article from McKinsey - From cost center to competitive advantage: Modernizing reverse logistics with AI https://t.co/Ukil6mBCjn
Midterm Years Naturally Bring Stock Market Volatility
Yes, stocks in the US have been choppy so far this year. But looking at a four-year Presidential cycle, this is actually quite common for mid-term years. https://t.co/gX328BtAzw