WSJ Dismisses Balance of Payments, Sparks Skepticism
Well, the WSJ oped page lost me with statement that the balance of payments is a non issue ... 1/2
Foreigners Still Buying US Assets Despite Dollar Weakness
Foreign stocks are beating US stocks and the dollar is weakening, yet foreigners bought $1.4 trillion in US securities last year. The selling wave everyone is talking about isn't showing up in the data. 🔒 Members-Only https://t.co/yXliX9IMIO
Casual Vegas Leadership Meetup for Practical Peer Advice
I want to do an informal leadership meetup here in Las Vegas. No overly curated or pretentious vibe. No “I want to display my thought leadership” energy. I just want to bring local biz and corporate leaders together to talk...
Liquidity, Not Earnings, Halts Market Rally
What happened to the stock market? The market rally has come to a HALT. Earnings and innovation are not the problem, liquidity is.
CBS News Owner Eyes Acquisition of CNN Parent Company
Among other things, this is the controlling owner of CBS News, looking to buy parent company of CNN
NXST Media and TEGNA TV Deal Worth $6.2 B
🚨 The total value of the @NXSTMediaGroup / @TEGNA TV station transaction is $6.2 billion
Markets Teeter on Tariffs, Iran Tensions, Trump SOTU
Stocks & the dollar hang in the balance amid tariff chaos and possible war with Iran as President Trump delivers his State of the Union speech. Are the markets in trouble? #SOTU2026 #Trump #tariffs #Iran #market #stockmarkets #DOLLAR #Macro #Trading https://t.co/PVSRBaRIjl
Bari Weiss Offers Big Contracts, Still Can't Lure Talent
Scoop: As Bari Weiss works to recruit high-wattage stars to CBS News, she's dangling lucrative contracts in front of potential hires. They're still turning her down. Details in @get_status: https://www.status.news/p/bari-weiss-cbs-news-recruiting-hiring-struggles
Responsive Strategy Beats Forecasting, Improves Monthly Position
Bad strategy pretends to predict the future. Good strategy improves your position every month. Responsiveness is the advantage. : #Strategy #Leadership #Business https://t.co/EAzG89BayF
One Planning Session Prevents Post‑Death Financial Chaos
I've been a financial consultant to millionaires in Singapore and across Southeast Asia for nearly a decade. Here's what I've learned: the most painful financial conversations happen after someone passes away. The ones that could have been prevented by a single...
New Xbox CEO Defers Commentary, Cites Need to Understand Decisions
New Xbox CEO's second interview after the shakeup (Variety had the 1st). Nothing about layoffs, exclusivity, hardware plans, or why Bond left and nobody thanked her. Sharma says she still needs to learn why decisions were made before commenting on them? https://t.co/SjQr6dGwYO
Wayve Raises $1.5B, Pivots to Universal AI Licensing
Another major milestone in @wayve_ai's history. Proud to say we’ve secured $1.5 billion Series D investment at $8.6 billion valuation. We started a decade ago with a contrarian technical thesis: that self-driving is an AI problem, and Embodied AI will enable...
Evolve Digital Ops or Burn Out Talent Amid AI Pressure
RT Layoffs + AI expectations = danger zone. If you're being asked to "do more with less" and deliver AI ROI, you must evolve the digital operating model or you'll burn out your best people before you see results. #CIO #DigitalTransformation...
Trump Tariffs Produce Negligible Job Growth, a Flop
My view in @FortuneMagazine on Pres. Trump's tariffs: "Only 181,000 total jobs were created in the US last year, down from 2.2 million in 2024. Contrary to the Spinmeister-in-Chief, tariffs are, when it comes to jobs, a flop." https://t.co/LtaB5ShdIl
ZoomInfo Data Now Powers AI Assistants for Instant Enrichment
Today, @ZoomInfo's partnership with @claudeai has reached a new level. 45 seconds is all it took me to fully enrich a list of companies... without leaving Claude. I dropped in a CSV with company names and websites. Asked it to pull headcount,...
Choose Challenge Over Comfort to Foster Continuous Growth
If it doesn't challenge you, it doesn't change you. One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again. - Abraham Maslow
Dollar Weakness Shifts Next Bull Market Beyond America
The next bull market may not be American. Dollar weakness changes leadership. If the dollar is in a structural bear, global diversification stops being optional. Capital rotates. Narratives lag. Read the full framework: https://t.co/RJWIidZeAI @DynamicAlphaSol
Paramount Waives MAE Clause, Adds Cash for Lender Solvency
Paramount is waiving Material Adverse Effect clause for cable network biz. In other words, any declines before close won't effect deal price. Also Paramount agrees to put in more $$ to satisfy lenders if necessary to support the solvency certificate....
Capex Share Rises, Yet Dividends Remain Intact
Companies are spending more of their revenues on capex, and so far, this hasn’t come at the expense of either dividends or buybacks. At the bottom in 2022, companies were spending 5.4% of their revenues on capex, and that has...
Trump Wields Tariffs as Coercive Negotiation Tool
My views in @FortuneMagazine on Pres. Trump’s upcoming State of the Union: "With the tariff gun at their heads, the Tariff Man asserts that he can force them to sign on the dotted line, even if it is under duress." https://t.co/rfie6YbkBa
Eli Lilly's 2025 Irish Tax Bill Doubles U.S.
Whoah Nellie. Looks like Ireland's list of its top 3 corporate tax papers will need to be updated for 2025 ... Eli Lilly reported paying $6.6b to Ireland in 2025 (2x its US federal income tax payments) https://t.co/MEw7WMzPft
GenAI Bridges Divergent Multicloud APIs, IAM, and Pricing
Multicloud != "just more clouds." It's divergent APIs, IAM models, pricing, and PaaS semantics across AWS, Azure, GCP, Oracle, and others. GenAI introduces a translation layer for configs, code, and policies. #MultiCloud https://t.co/vBzM21vM14
Warner Bros. Discovery Anticipates Stronger Offer After $31 Bid
Paramount Skydance raised its bid to $31 per share — Warner Bros. Discovery said the updated bid "could reasonably be expected" to lead to a superior proposal https://t.co/z6F8zlBcky
AI Writing Quirks Benefit Consumers More Than Marketers Realize
I think most of the AI writing quirks that marketers complain about are probablyyy better for the average consumer than marketers admit.
Ask Directly, Expect Nothing: Embrace Opportunity
Always ask, but never expect. Always ask for what you want. Many people are happy to help—if the request is direct and specific. In a surprising number of cases, something remarkable is possible if you have the courage to ask. Never expect...
Money Supply Surge Keeps Precious Metals Bull Market Early
The U.S. money supply has soared nearly 5x since 2000, pushing the cost of living significantly higher — yet most people still prefer dollars over gold & silver. That means the precious metals bull market is still very young,
Earnings Beats Keep 40‑Month Bull Market Alive
The earnings picture has continuedto provide support for this now 40-month old bull market. With Q4 earnings season soon wrapping up (with 425 companies having reported), 75% have beaten estimates by an average of 773 bps. The dollar estimate has...
Tariffs Contradict Carnegie’s Friendship Principles, Says Fortune
My views in @FortuneMagazine on Pres. Trump’s upcoming State of the Union: "The use of tariffs as threats and leverage is nowhere to be found in Dale Carnegie’s 1936 classic How to Win Friends and Influence People.” https://t.co/rfie6YbkBa
France Revives Interventionist
Paging President Macron as well -- Old fashioned imbalances are back, as is intervention (now done through the back door) ... which sets the ground work for France to try to actually achieve something at its G-7
Founders Must Balance Selling Vision With Execution
I’ve worked with hundreds of founders. I see 2 failing types again and again: A-Heavy Founder: Big vision. Great at selling. Weak at execution. Overpromises → underdelivers → loses credibility. C-Heavy Founder: Strong execution. High quality. Weak at selling. Works 80 hours → earns...
Skip Stressed‑desk Videos: Launch Monaco with Fresh Approach
We just launched Monaco. Here’s the exact playbook we used. I hope it's helpful to other founders and startups: 1. The launch video: most launch videos I see orient around some stressed out person at their desk or some philosophical approach...
Unify AI for Employees and Customers to Boost Service Velocity
Why are you running separate AI stacks for your employees and your customers? The "service" logic is the same. Convergence between the Contact Center and ITSM is the only way to achieve true operational velocity. Stop managing silos; start managing...
Bull Market Still Strong, Yet Flattening Into Picks‑and‑Shovels
Another week, another headline bombshell. Such has been the norm during the past year or so. But charts are charts, and there is a lot we can learn from them in order to optimize the signal-to-noise ratio. What do...
Now's the Perfect Time to Launch a Contrarian Fund
Perfect. Never been a better time for me to start a fund. Contrarian, just how I like it! 🤣
Paramount's $31 per Share Bid Not Final, WBD Says
Clearly, WBD has been told or is inferring Paramount's $31/shr offer is still not the company's "best and final" offer -- and ongoing saga that still hasn't ended.
Wall Street Lawyer Randall Guynn Named Fed Supervision Director
Randall Guynn, a prominent Wall Street lawyer, will become the next director of supervision and regulation at the Federal Reserve, effective March 8 w/@AidenReiter https://t.co/WIPFQbILxz
Disney's Comm Chief Kristina Schake Exits with Iger
And.... some big Disney news too. Chief of comms Kristina Schake will leave on March 18 to coincide with Bob Iger's CEO departure. No replacement named.
Digital Clutter, Not Screen Time, Kills Productivity
Your biggest productivity leak isn’t screen time. It’s digital clutter. - Unsorted notes - Half written ideas - Tasks with no deadline Every unresolved item sits in the background draining attention. Clean your digital space & you'll see how much you start to enjoy the work.
PBOC Buying $100B Monthly to Curb Yuan Surge
The mandarins at the PBOC are in a difficult spot -- a faster pace of CNY appreciation against the dollar has convinced Chinese exporters to bring funds back home, and driven the need to buy $100b a month (give or...
WBD Board Holds Off Decision on PSKY vs Netflix
“The Board has not made a determination as to whether the revised PSKY proposal is superior to the merger with Netflix. WBD will engage further with PSKY to determine if a proposal that constitutes a “Company Superior Proposal,” as defined...
TEM Q4 Beats Revenue, Diagnostics Surge 122% YoY
TEM Q4 2025: • Revenue $367M vs Est. $363M • EPS ($0.04) vs Est. ($0.05) • Diagnostics Revenue: $267M (+122% YoY) FY26 Guidance • Revenue $1.59B vs Est. $1.58B
WBD Board Says Para Offer May Prompt Superior Bid
Para offer —> $31/shr with $0.25 ticking fee…. WBD board says “Could Reasonably Be Expected to Lead to a “Company Superior Proposal””
Axon Beats Q4 Forecast, Projects 27‑30% FY26 Growth
$AXON Reports Q4 (Dec) earnings of $2.15 per share, excluding non-recurring items, $0.55 better than the FactSet Consensus of $1.60; revenues rose 38.5% year/year to $796.72 mln vs the $755.56 mln FactSet Consensus. Co issues upside guidance for FY26, sees FY26...
Biotech Embraces Data‑Driven Mornings, Gains Afternoons
I love that biotech has returned to the "data in the morning, raise in the afternoon" way of living its best life. $VIR $PVLA
Inflation Gaps, Europe’s Structural Hurdles, US Court Ruling Explained
Tariffs, trade and transatlantic divergence Dr Linda Yueh unpacks inflation splits, Europe’s structural challenge and a landmark US court ruling https://t.co/0yboLoVlmp
Stop Euphemisms: It's a Digital ID, Not Age Verification
We need to stop using industry-friendly PR terms like “age verification” and call it what it is: Digital ID https://t.co/YbejVkq46A
Former Pfizer CMO Joins $HELP, Credibility Boosted
$HELP adds former Pfizer CMO Dr. Freda Lewis-Hall to its board. Big pharma credibility bump. Now the pipeline has to earn it. https://t.co/CK7PsBE9B8
Tariffs Boost Steel Jobs, Undermine U.S. Manufacturing
"Trump’s Tariffs Are Adding Steel Mill Jobs, and Crushing American Factories" https://t.co/EdQKmnKPzv You guys will never believe this, but heavily taxing a vital manufacturing input isn't good for manufacturing. https://t.co/6IRvgAXzPH
DIY AI Assistant: Challenging Yet Surprisingly Fun
Building my own AI personal assistant is hard but more fun than I could have imagined :)
AI Security Breakthrough Slashes $15B SaaS Valuations
A security feature launch tweet by Claude wiped out $15B in cybersecurity stocks. AI is eating SaaS. Here’s what this means for the future of SaaS: