Transparency Spectrum: From Secretive CEOs to Open‑Book Cultures
Someone in Hampton (1000+ founders) asked people if they share revenue and P&L with employees. Here's what they said: Founder A (bootstrapped, ~20 employees): "I share nothing. Not even with my COO. I've never been happier running a company." Founder B (also anti-transparency): When an employee pushed back on the secrecy, he told them: "if you want a bonus from the upside, you also take the downside." Said that ended the conversation immediately. Founder C (sold his company for $360M+): "If a CEO shares nothing with their C-suite, that's a red flag. Full stop." Founder D (middle ground): "I only share what employees can actually impact. Revenue without context just creates anxiety." Founder E (went full open-book): "We ran P&L tutorials for the whole team. It completely changed the culture." Where do you land on this?
War Beta Reveals Asset Sensitivity to Middle East Tensions
This morning is offering a beautiful moment to see what I call "War Beta" - how price sensitive specific assets are to changes in Middle East tensions.
Skipping Oil Embargo Prolonged Ukraine War, Says Analyst
Key mistake the West made after Putin's invasion of Ukraine was not to embargo Russian oil. The result is that - more than 4 years later - Russia is still waging war with appalling loss of life. A short, sharp...
Long SOFR Futures Cheap, Expect No Rate Hikes
Now that cuts have been completely priced out through late 2026 into 1H 2027, long SOFR futures are extremely attractively priced. I do not believe hikes will happen as that would twist the knife into a global recession, so therefore...
Iran War Derails Global Economic Optimism
Iran war just canceled a better economic outlook for the world https://t.co/4zqeIEwXkO via @CraigStirling @WHorobin https://t.co/hfVE77iQwZ
Success Comes From Challenging Ideas, Not People
“Some of the most successful people in the world are able to attack ideas instead of attacking people.” ~@polinapompliano
1990 Crisis: Central Banks Opted for Inaction Amid Uncertainty
🧵Let me take you back to August 1990. Three weeks ago, Iraq invaded Kuwait, oil prices have surged, and the FOMC is meeting to decide how to respond. The economy looks wobbly. Payrolls just recorded a small decline. Greenspan talks...
Pentagon's Puzzling Move Despite Iran's Desperation and US Victory
The negotiations are going so well, Iran is so desperate for a deal and the US has already won the war... So, why is the Pentagon considering this?
ERP Giants Face Threats, May Become Acquisition Targets
ERP providers like SAP, Oracle, and Workday might be acquisition targets as they face business model threats. Companies must decide whether to resist or embrace emerging tech by acquiring it. #ERP #BusinessStrategy #TechAcquisition https://t.co/CLuGMUXxRH
Global Trade Faces Fragmentation Amid Geopolitical Upheaval
From Liberation Day to the Strait of Hormuz, is global trade and world order going thru an upheaval? Will the world move go from bifurcation or trifurcation to fragmentation? Who will dominant? What would supply chains look like and operate...
Blockade Risks Spike Prices, Yet Market Already Priced In
Key pushback to a blockade is that it might spike oil prices. Iran's 2 million barrels per day could spike oil prices by 20% if they go offline, but - with Brent already up 60% from before the war -...
Markets Shift From Rate Cuts to Tightening Regime
Six months ago: markets pricing 3+ rate cuts. Now: pricing 8bps of TIGHTENING. The Fed didn't pivot. The Fed reversed. 37% chance of ZERO cuts in 2026. This isn't a soft landing. This is a regime change. $SPY $TLT $QQQ https://t.co/UxC4Gdd51F
Success Now Depends on Capability, Not Job Title
Hot take: I think we are moving from a world defined by roles to a world defined by capability. The old labels still exist, but they are getting less useful. Marketer. Developer. Designer. Strategist. What matters more is whether you can think clearly,...
Skills without Work Experience Are Meaningless to Recruiters
"If it's not in your work experience, it didn't happen." For example, let's say you list Python in your skills and summary. But nowhere in your work experience. Did you use it professionally or take a course? 1 year or 5? Recruiters aren't...
Create 10‑second Videos From Images Directly in Google Ads
Powerful, but will it trick prospective customers? i.e. Will there be realistic expectations? -> Veo Video Generation Now Available in Google Ads "Upload up to three images, and Veo generates unique videos up to 10 seconds long with natural motion. These...
High‑Yield Spreads Tight Now, Widening Ahead
So far, HY credit spreads haven't widened anyway near as much as they should - given sustained oil prices & its large swings, not to mention supported high VIX & mechanical selling. Wait and see mode only lasts so long... Geopolitical shocks...
Billionaire Tax Threshold Drops to $50 Million—You Might Be Next
For those who think a billionaire’s tax doesn’t affect them, the threshold has just been lowered to $ 50mm. At this rate, you’re next?!
Seek Uncorrelated Returns to Reduce Risk, Dalio Shows
According to Ray Dalio, the easiest way to adjust for risk is to seek uncorrelated returns. Ray's made billions from a simple idea. Here's how to do it in a few lines of Python code:
Trump Threatens NATO, Tariffs Raise Putin Concerns
“NEVER FORGET”. Trump’s threat to NATO. And its countries. Tariffs. Then? What is Putin thinking? https://t.co/9rM5Qpfg8L
Ignoring Climate Risks Threatens 20% Global GDP Loss
The sad truth... This pattern is not limited to climate change. Too often, the economy stands above health, peace, environment and even people. Nothing seems to come before the economy... When it comes to climate, the economy is often treated as the...
Warm Introductions Outrank All Other Prospecting Methods
On my Mount Rushmore of top prospecting techniques, nothing beats #1. Warm introduction from someone in your network. Imagine if your old colleague or close friend introduced you to someone. You'd feel pretty damn compelled to at least respond. And I'd be more...
Good Research Drives Long‑term Success, Not Immediate Timing
Nick Sleep on focusing on what you can control "The quality of our research-based decisions overwhelmingly determines whether we will do well in the long run. But it has almost no influence over the timing of these results."
Deutsche Bank's Index Quantifies Presidential Pressure Using Markets
"Maximilian Uleer and his team at Deutsche Bank developed a simple and useful index of the pressure on the president, an equal-weight measure composed of four-week changes in the S&P 500, the 10-year Treasury, short-term inflation expectations and the presidential...
WBD Shareholders Vote April 23 on $110B Paramount Merger
That’s it! After being unanimously approved by both $WBD & $PSKY board of directors, WBD has now the date set for their shareholders to vote for or against #DavidEllison’s #Paramount deal to acquire WB: the special shareholders meeting is scheduled for...
OECD: Middle East War Hits UK Growth Hardest
I can't imagine why..👀👀 UK faces biggest hit to growth from Middle East war, OECD warns https://t.co/ktp9YMPz8O via @ft
Saudi Lobbying US to Prolong War for Oil Profits
The Saudis are lobbying the US for war to continue. On the surface, they want Iran to be properly defeated, but there's another reason. They're making lots more money now than before the war, even with somewhat lower export volumes...
Federal Employee Satisfaction Halves, Signaling Systemic Collapse
Federal worker job satisfaction: 69% → 33% in one year. Willingness to recommend their workplace: 67% → 35%. "What we're seeing here is not a wobble or a rough patch or growing pains. It's a collapse." https://t.co/e0xnvkrd6c
Junior Founder Finds Inspiration and Intimidation at CEO Offsite
at a ceo offsite with one of our crossover investors and im pretty objectively the most junior/early stage founder here and its so genuinely inspiring + intimidating in best way
WBD Schedules Shareholder Vote on Paramount‑Skydance Merger
Warner Bros. Discovery Sets Date for Shareholder Vote on Paramount Skydance Merger https://t.co/V3ENTx7eTr via @variety
Fed Speakers Set to Drive Market Tone Today
🚨 Morning Market Rundown – March 26, 2026 🚨 Quiet data day but Fed speakers take center stage — markets watching for tone shifts as rate expectations remain in focus 👀 🗓️ Economic Events: 0830 - Initial Jobless Claims: Exp. 210K; Prev. 205K 1600...
Tech Accelerates Clinical Trial Recruitment of Ideal Participants
I spoke to a startup building software to help clinical trials recruit more of the right kinds of people more quickly - a serious challenge at present.
OECD: UK Suffers Biggest Economic Blow From War
UK faces worst hit from the war among major economies, OECD warns https://t.co/Uhp1SWBHHa via @PhilAldrick https://t.co/tx47vbOjRe
Germany Warns Iran Crisis Could Halve 2026 Growth
Germany sees the danger of its 2026 growth rate halving on the Iran crisis https://t.co/nHLUdPr4mQ via @KowalczeKamil https://t.co/VRembvehDw
Unlock High-Paying Jobs with the Briefcase Technique
This is The Briefcase Technique You can use it to land jobs far out of your normal reach. You can use it to land clients and charge 10x more. Thousands of my readers have used it to negotiate $$$ in salary...
Middle East Conflict Reignites Inflation, Stalls Global Recovery
The conflict in the Middle East is reviving the specter of inflation and hobbling the global economy just as it was showing signs of strengthening at the start of the year, the OECD says https://t.co/QZXRbRvX44 via @WHorobin https://t.co/YbWb9a8eX6
Merchant Center Titles Dominate; Price Data Must Align
Ecommerce SEO: when it comes to ranking within free listing results on Google, there is a sphere of influence for data sources. This relates to features such as product grids, product knowledge panels, within the Shopping tab, AI Mode...
AI Dev Productivity Shift: Laura Tacho Joins AWS
A big move happened in the AI + dev productivity space: Laura Tacho (@rhein_wein) DX —> AWS Now I’m paying attention to AWS and what they’ll do here 👀 (I’m also no longer an advisor at DX) https://t.co/Tr3Kzij6eR
US Yield Spike Driven by Term Premia, Not Inflation
The move higher in US yields has been entirely driven by term premia, not inflation expectations. Real yields on 10-year bonds are the highest in almost a year. The implication seems to be that investors are worried about the fiscal...
Norges Bank Signals Upcoming Rate Hike This Year
🇳🇴 Norges Bank hawkish pivot charted. The policy rate is expected to be raised "at one of the forthcoming meetings" assuming the economy "evolves broadly as currently envisaged". https://t.co/3LIbGfEvOW
Integrate AI Into Workflows, Not Just for Answers
Most people use AI like a search engine. That’s the lowest value use case. The real leverage comes when AI moves from answering questions to supporting execution. For small and mid-sized businesses, the shift is practical: Use it to structure decisions. Model scenarios before committing...
Data Quality Failures Stem From Governance, Not Technology
No data quality standards. No QA. No pipeline best practices. That's not a tech problem — that's a governance problem. #DataGovernance #AI #DataStrategy https://t.co/POToYzHvFN
AI Boosts Sales Efficiency Without Adding Headcount
Scaling Without the Headcount: How AI is Redefining Sales Efficiency by @Timothy_Hughes https://t.co/DxLm3lfJ1t @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #Marketing #Leadership #ArtificialIntelligence #TechNews https://t.co/ByZFJxNJqS
Norway Signals Rate Hike After Holding at 4%
Norway pivots toward a hike after keeping its rate steady at 4% https://t.co/NIIgGpvVNO via @ottummelas https://t.co/RxPhCKi99b
Human‑Centric ABM Wins Trust Over AI‑Only Content
Account-based marketing needs to become more human. At a time when AI makes content creation easier, leaning into relationship building is the way to differentiate and cut through the noise. That's because today, opportunities aren’t won through content and campaigns...
Ballmer Mocked iPhone, History Proved Him Wrong
#ThrowbackThursday. January 9, 2007. Microsoft CEO Steve Ballmer laughed at, dismissed the first iPhone. He mocked the $500 price tag and lack of a physical keyboard predicting it would not gain significant market share. #Oops https://t.co/oYQCxsqYV0
Reddit Surpasses Google in B2B Search Rankings
Eye-popping research from @TheCoolestCool on Reddit's unexpected domination of Google's B2B results: https://foundationinc.co/lab/reddit-b2b-saas Just look at these numbers 🧐🤯
Undefined Needs Turn Tech Adoption Into Moving Target
Project team members want to help but struggle to define their needs for new technology. Their changing minds make it a moving target, leading to frustration. #Teamwork #ProjectManagement https://t.co/hWMTvsMusy
Germany Prepares Countermeasures Against US Firms Amid Trump Tensions
Germany is drafting a plan to hit US companies in the next Trump clash https://t.co/hK1ZWwcd6t via @KowalczeKamil @mcnienaber @jendeben https://t.co/KgvNfStbJo
German Sentiment Slumps Amid Iran War, Stagflation Fears
Good Morning from Germany, where consumer sentiment is sliding as the Iran war fuels fears of stagflation. The GfK consumer sentiment index dropped by 3.2 points to -28.0, the weakest readings since 2024. Income expectations have fallen back into negative territory,...
From Acne Journey to Multi‑Million Skincare Brand
Alix Earle spent years posting about her acne, from Accutane rounds to bare-face breakouts. Now she turned that story into Reale Actives, a 4-step skincare line built with her dermatologist. For a year, she seeded unlabeled products, teased a mystery account, and...