Saudi Red Sea Oil Shipments Near 5 Million‑Barrel Target
Saudi oil shipments via the Red Sea have been ramping up rapidly and are getting close to the five million BPD target https://t.co/SkPyeLTXbO https://t.co/nmq5Kt89xT
Automation Amplifies Noise, Undermines Human Value
Automation is a trap when you’re using it to scale noise instead of value. Your prospects know that if they don't block an AI-generated thread today, they’ll get ten more tomorrow from the same bot until it finally gives up. On...
Tech‑Heavy Startups Dominate Harmonic Q2 List with Minimal Overlap
Harmonic just dropped its Q2 '26 Hot 25 list, featuring the early stage companies seeing the most investor interest on @Harmonic_AI's platform. My biggest takeaways: Almost zero competition between these products. Every quarter, this list has multiple clusters of startups all sort...
Hormuz Closure Threatens World Economy, Outweighs US Strikes
...and yet Hormuz remains closed. The US bragging about how many targets we've hit in Iran while Hormuz remains closed is the geopolitical equivalent of "Every kid gets a trophy", because Hormuz closure means the world economy is on the clock. Another...
Human‑first WhatsApp Support: Gen Z Chat as Competitive Edge
I want to hire a 25 year old Gen Zer to sit on WhatsApp all day chatting with our customers In a world of ai, I’m focused on things we can do that are more human, and don’t scale The idea of...
Middle East Tensions Spike, Hitting Energy and Infrastructure
Iran hit Israeli cities AND US bases. Saudi Arabia intercepted a drone. Kuwait's power grid is down. Day 25. $XLE $USO $GLD https://t.co/FhexaYgwcd
From One Child to Three: Parenting Redefines Me
One day I’m going to tell you all of the story about how I believed that since I built a business with ONE child without losing my mind, I could build a business with THREE children & not lose my...
Friendly Bubble Robot Tackles Senior Loneliness in U.S.
EXCLUSIVE: in a sea of Terminator-looking bots, Aussie founder Grace Brown took a different direction for her robot, Abi: color, bubbles, and fun. Now her startup Andromeda, which has raised $16.6M, is launching for senior homes across the U.S. - with...
10-Year Yield Climbs Amid Accelerating Inflation Nowcast
10-Year Yield Holds Uptrend as Inflation Nowcast Accelerates during #Quad3 The bond market isn’t buying the narrative. 📉📊 📈 10Y still making higher highs/lows 📊 Range: 4.20–4.43%
Neglecting Middle Managers Undermines Culture and Engagement
Ignoring the Middle: How Overlooking Middle Managers Erodes Culture https://t.co/Bd8dgsQL5h Most organizations over-invest in #executive alignment and #employeeengagement and quietly under-invest in the layer that determines whether either one works. #middlemanagement https://t.co/IuXIAateuu
Talk to Users, Not Just Add Features
Your side project doesn't need more features. It needs more conversations with the people using it.
Posting More Than Three Times Weekly Drives Real Results
UNPOPULAR OPION: Most people are not posting enough. You cannot expect results from 3 posts a week.
Africa's Riches Fuel Western Wealth, Not Local Prosperity
Africa has all the wealth, however, once extracted, it lands on the balance sheets of Western Entities and the benefits accrue to foreign powers.
Pivot Gracefully: Align Research, Preserve Relationships
When UX researchers present findings that contradict the feature you just spent three months building based on the PM's gut feeling. THE GOLDEN PLAYBOOK FOR PIVOTING WITHOUT BURNING BRIDGES:
Yield Spikes Signal Worldwide Reset, Not US‑only Trend
It may be tempting to think that the rise in yields is the product of a US-centric dynamic (relating to OPEC recycling no/fewer petrodollars into Treasuries), but the next chart shows that yields are rising everywhere. This is global reset,...
Private Ownership Gives Freight Edge Through Culture, Tech
Private ownership can be an edge in freight. On Talking Transports, I speak with Jarrett CEO Mike Jarrett about staying debt-free, focusing on culture, navigating market volatility & why tech supports — not replaces — relationships. 🎧 Listen to Episode 131...
Markets Care About Oil Flow, Not Hormuz Control
Markets don’t really care who controls the Strait of Hormuz as long as the oil starts to flow again — “give markets what they want” doesn’t necessarily mean a US win.
Tehran Likely to Negotiate Before Global Recession Hits
I am not sure that is in Tehran's interest to hold out forever. If they usher in a 1970s style global recession, the "gloves are off." They too have an interest in negotiating somewhere within the Area N. As close...
UK Businesses
UK businesses face a jump of up to 80% in gas bills on Iran war https://t.co/THZNalojSw via @EamonFarhat https://t.co/vr4PvVdKFc
Copper Slumps, Gold Soars: Recession vs Fear
Copper down 10% this month. Gold at $4,550+. Same planet. Completely different signals. One screams recession. One screams fear. $CPER $GLD https://t.co/kChEJn36lH
Russia's Oil Exports Plunge 40% After Drone Attacks
Cool, cool, cool... "At least 40% of Russia's oil export capacity is at a halt following Ukrainian drone attacks, a disputed attack on a major pipeline and the seizure of tankers ... the most severe oil supply disruption in the modern...
Recession Risks Rising, Says Economist Mark Zandi
“I’m concerned recession risks are uncomfortably high and on the rise,” said @Markzandi “Recession is a real threat here.” https://t.co/rhvcxMLgtd
Happy Pay Secures $5M Seed to Expand BNPL Across Africa
𝗥𝗲𝗶𝗻𝘃𝗲𝗻𝘁𝗶𝗻𝗴 “𝗕𝘂𝘆 𝗡𝗼𝘄, 𝗣𝗮𝘆 𝗟𝗮𝘁𝗲𝗿” 🇿🇦 South African fintech Happy Pay has raised $5 million in seed funding, in a round led by global venture capital firm Partech, 𝗮𝘀 𝗶𝘁 𝗹𝗼𝗼𝗸𝘀 𝘁𝗼 𝘀𝗰𝗮𝗹𝗲 𝗮 𝗻𝗲𝘄 𝗺𝗼𝗱𝗲𝗹 𝗼𝗳 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗰𝗿𝗲𝗱𝗶𝘁 𝘁𝗵𝗮𝘁 𝗿𝗲𝗺𝗼𝘃𝗲𝘀...
Revenue Grows Through Alignment, Not More Busywork
You kept busy. Kept useful. Called it ambition. But predictable revenue doesn’t come from doing more. It comes from alignment. Your worth, your offer, and your marketing all saying the same thing. Stop performing. Start attracting. 👇 Comment TRAINING to build revenue that...
US Current Account Deficit Halves From Q1 to Q4 2025
Wild swings in the US quarterly current account deficit over the course of 2025 -- from close to 6 pp of GDP in q1 to well under 3% of GDP in q4 ... 1/ https://t.co/2EuT5nM3jZ
Executive Bonuses Should Reward Revenue, Not Stock Hype
I get why companies do it, but ... me no like incenting executives on stock price / market cap as opposed to operating metrics like revenue and profit. They can miss their target and multiples expand enough the bonus stil pays....
Majority of Americans Disapprove US Strikes on Iran
Four weeks into the US-Israeli war on Iran, 61% of Americans say they disapprove of US military strikes against Iran. THE US PUBLIC HAS TURNED ON THE WAR PRESIDENT. https://t.co/ICQnIktBVK
Usage-Based SaaS Pricing Triggers Tax Compliance Chaos
Usage-based pricing is the future of SaaS. It's also a sales tax compliance nightmare nobody warns you about. Here's the problem: Traditional subscriptions are simple for tax. Customer pays $99/month. Same price, same tax, same jurisdiction. Every month. Usage-based pricing? Complete opposite. Every transaction is...
Solo HR Blueprint: Practical Roadmap for Building From Scratch
The HR Department of One carries a disproportionate load and deserves more than a generic checklist. If you're building HR from the ground up - without a team, without a template, and sometimes without a clue where to start...
Active Angel Investing: Relationships Drive Monumental Returns
I had one of the legends of angel and seed investing on Uncapped, @RonConway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being...
Trump’s Oil Moves Undone by Zelensky’s Strikes
🛑So let me get this straight: President Trump waived sanctions on Russian oil at sea and released millions of barrels from the SPR to bring oil prices down. Then Zelensky struck Russian oil ports and terminals, tightening oil supply and pushing...
Emerging Markets Plunge Amid War, Strong Dollar, Commodity Chaos
$EEM -3.44% in ONE session. Emerging markets are getting destroyed. War + strong dollar + commodity chaos = perfect storm. $DXY $EFA https://t.co/WNM0jw3qha
Lockdown Forces Closures; Giants Snap up Firms Cheap
Govt announces a lockdown businesses start shutting down and then the big boys buy them out at a 90% discount. Happening?
5-Year UST Auction Likely Tough After Poor 2-Year
UST 5y auction will be interesting after a nasty 2y yesterday. Some news cross-currents may have affected clean bidding for 2s which should be a factor for 5s today as well. Also more of a concession would be...
Google's Quickest Update Yet Beats 23‑Hour Record
This was the fastest rollout of any Google update; the previous record was just over 23 hours for the June 23, 2021 and June 28, 2021 spam update https://t.co/8oAac58rDf
Show Up Directly, Customers Forgive Rough Products
No dashboard. No portal. Manual operations. Sarah Ahmad got on Zoom with every single early customer. She says people forgive a rough product when you show up and solve their problem directly. https://t.co/yYvLbzjEa1
Dollar's Strength Misread Despite Recent Index Gains
Thoughts on the Dollar: The dollar's resilience since the war began is not a mystery, but it is being misread. The Dollar Index has appreciated roughly 1.8% this month alone, following a modest 0.65% gain in February after January's 1.35%...
Join Hedgeye Live: Data‑Driven Fed, Economy, Market Talk
I’m looking forward to being “Hedgeye Live" in May. It will be a candid, data-driven discussion between me and @KeithMcCullough on the Fed, the economy, and markets — Get your tickets:https://t.co/jaW2cXRAUD #federalreserve #powell #dimartinobooth #economy #hedgeye https://t.co/y6q60MXSYn
Use Non‑binding Term Sheets to Negotiate without Lawyers
The whole point of using a non-binding offer or ‘term sheet’ is that during the negotiation process you may go back and forth several times and you don’t want to be doing this via a lawyer. - How to...
10-Year Yield Near Critical Triangle Breakout Threatening Markets
While the 10-year yield broke out of a short term range, the weekly chart below still shows bonds holding within a long triangle (in place since 2022). If it breaks, it will be a problem not only for bonds but...
Mortgage Applications Up YoY, Weekly Demand Drops
#Mortgage purchase application data remains positive year over year, but weekly demand declined last week. @housingwire @sarahteresa6 #realestate #economics #mortgagerstes #chartdaddy
Iran Talks Stall, Boosting Gold While Oil Falls
Today's Opening Bell Iran Talks Stall- Gold Rallies, Oil Slides, USD Holds (asset chaptered) https://t.co/TmUUL0psrk
AI Agent Auto-Optimizes Upsell Outreach via Data Experiments
We created a PQL agent that looks through Mixpanel and Stripe engagement metrics on trialing signups then cross references it with industry/company news and our other agents to figure out the best angle to attack to upsell/cross-sell engaged users. Then it...
Live on Bloomberg: Oil Markets and Iran War Outlook
Heads up that I'll be LIVE on @BNNBloomberg to talk oil markets and the [??end of??] the Iran War this morning at 11:15am ET. https://t.co/bqG3IGwkQS
Early Users Test SEO AI Tool Before Public Release
Last Sunday I closed access to Roborank, the SEO Agent that does your SEO work. 7 People joined (€2.3K): - 1 Travel Blogger - 2 SaaS Owners - 4 Agency Owners Each one of them will use it in different ways: - Crafting Better Copy for...
Governments Sign Free‑trade Deals, Sparing Consumers New Tariffs
Yes, and the kicker is that these governments keep signing real, durable, comprehensive FREE TRADE deals without imposing costly new taxes (tariffs) on their consumers. Almost as if....
Oil Futures Curve Tracks Middle East News Shifts
I find the oil futures curve to be a useful way of keeping track of news out of the Middle East, as it provides a useful metric for assessing what's changing, and how much. https://t.co/Hl3XzfUEfP
Distinguish Systems From Programs to Avoid Costly Failures
When systems are treated like programs, exceptions accumulate, and the cost of maintaining them rises over time. When programs are treated like systems, they deliver activity but struggle to produce meaningful change. Neither failure mode is surprising. Both are common....
Yield Spike Near 4.5% Signals Market Trouble
Long yields broke out last week and finished the week at 4.39%. As I have written many times, nothing good happens above 4.5% when the risk-free rate is competitive with risky assets, as is now the case. https://t.co/mq0q2S2nBU
Half of Organic Traffic Vanishes, Industry Offers Empty Fixes
42% of organic traffic gone. The industry's two responses are a hallucinated dashboard and a five-year plan. https://t.co/89wAiB7eMN via @sejournal Hmm. Not for my #SEO clients. But whatever. https://t.co/dVFu0ZLUfW