Questioning US Balance‑of‑Payments Deficit Under Section 122
So does the US have a balance of payments deficit for purposes of section 122 of the trade law (and thus the basis for imposing a 15% tariff). It is an interesting question 1/ many https://t.co/JidbJk37vw
Trump Trade Deals Uncertain, Investors May Have Misjudged
Were the trade deals with Trump approved by the Senate? Did the Supreme Court void them? What is Trump’s end game? Supply chain uncertainty reigns.
DHS Funding Gap Pauses Global Entry, Sparks Airline Buy
Macro: DHS funding lapse prompted policy reversals. Key: TSA PreCheck remains; Global Entry paused. Risk: service uncertainty may boost travel volatility. Trade: buy select airline stocks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Discussing Economy, Trade, and Central Bank Independence
I had a good discussion with @MargBrennan of @FaceTheNation about the economy, trade, central bank independence and other topics. https://t.co/7S39jwcldt
Trump’s China Deal Unclear Amid Tariff Reversal Chaos
What is the standing of Trump’s China deal? Congressional approval? What is his end game after Liberation Day tariffs struck down? What circle of hell will supply chains and logistics be in?
Trump’s Escalating Tariffs Threaten UK and Global Supply Chains
Is the UK the biggest loser after Trump’s tariffs are struck down? He will not stop at 15% he announced. That is only good for 150 days. Smoot-Hawley and up to 50% tariff seems more to his liking. Can Trump...
Japanese Life Insurers Face $86B Bond Losses
⚠️WHAT IS HAPPENING IN JAPAN? The 4 largest Japanese life insurers, Nippon Life, Dai-ichi Life, Sumitomo Life, and Meiji Yasuda, had a combined ¥13.2 trillion ($86 billion) in unrealized losses on government bonds at the end of 2025. Losses have risen over...
AI Not Needed to Prevent US Bankruptcy, Model Shows
Early invite to my network, as I am going live in an hour to debunk what Elon Musk says: The U.S. is 1000% heading for bankruptcy without AI. I ran the model. Then I ran it again with correct accounting. The doom loop...
Clarity of Vision Beats Labels in Startup Investing
I had the privilege of moderating a panel with a Midas List VC a few months back. One insight she shared has changed my view on investing. She said the number one thing she looks for is clarity of vision. That sounds...
Cofounders: Essential Support When Starting a Company
Starting a company is extremely challenging. That’s why I like having cofounders. Someone is always there to pick you up when you’re down.
Typeless AI Writes Polished Text 4× Faster than Typing
RIP keyboard. Typeless just killed the keyboard. It turns your words into polished messages, emails, and documents that read like you carefully typed them in real time. 4x faster than typing. Here's how with real examples: https://t.co/g5jm1WJQTV
Xi Holds the Leverage as Trump’s Tariff Threats Backfire
When it comes to Trump's tariff threats on China, it's clear that chairman Xi holds all the cards. TRUMP’S TARIFFS = BACKFIRE. https://t.co/ACGdxKxjr0
Foresite Capital’s Key Criteria for Investing in Biotech Startups
22February: What does @ForesiteCapital look for in the therapeutics and instrument startups in which it invests? Read founder & CEO @JTananbaum MD's response + more insights from him and the firm's Michael Rome PhD in my latest Q&A interview for...
Mexico's 0.8% Growth Lags US, Marks EM Failure
In 2024 and 2025, Mexico grew at an annualized pace of 0.8%, even as the US grew at an annualized pace of 2.3% in those two years. Mexico's growth stagnation, which - outside of COVID - has now lasted since...
Good Process Alone Isn’t Enough for HR Transformation Success
To Lead a Successful #HRTransformation, A Good Process is Not Enough #OnlineEvent #Webinar @Gartner_inc https://t.co/BgCskZSeif #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Warner Must Remain Independent to Prevent Illegal Consolidation
This question by @MarkRuffalo is critical. Right now there's an attempt to force people to pick either Paramount or Netflix as the right acquirer, but both are wrong answers. An acquisition by either firm would consolidate the market and is...
Erdogan's 2021 Governor Dismissal Triggers Endless Lira Decline
The last truly independent central bank Governor in Turkey was fired in March 2021. That sent the Lira into a devaluation spiral from which it's never recovered. It doesn't matter who the economic team is now. If Erdogan did this...
Solved OpenClaw‑Google Chat Integration After Hours of Debugging
After spending about 10 hours and $200 debugging how to connect my openclaw to Google Chat, so it could communicate with my team, we finally found the fix Sharing the solution below in a format you can give to your openclaw...
Argentina's Dollar Peg Has Never Delivered Stability
For as long as I can remember, Argentina has tried to become credible and stable by pegging the Peso to the Dollar. The success rate of this strategy - in all the years it's been tried - is exactly ZERO....
Software Engineering Lives Beyond Code: Architecture Drives Business
They were right about software engineering being dead. Just not in the way people think. Software isn’t code. It’s architecture, tradeoffs, and understanding the customer well enough to know what not to build, and connecting technical decisions to real business outcomes. That isn't dead...
AI Agents Prompt Search for Finance's True North Star
[Sunday Muses] Agentic Banking is upon us. But where is Finance going? As AI agents begin to act autonomously inside financial systems, Dave & Dharm are poking us to Demystify Finance by asking the question: What is Finance's true North...
Protected Time Turns Goals From Accidental to Inevitable
Your goals don’t need more motivation. They need protected time. When your week is designed around what matters, progress stops feeling accidental and starts feeling inevitable. If you’re ready to build that structure, this is your moment. Enrol now and design your time with...
Federal Reserve Born From Private Politicians' Secret Meeting
The Creature from Jekyll Island is a must read book. It helps you understand the creation of the federal reserve banking system in the states. The truth is that, The U.S. central banking system was conceived in private by a...
Seeking Laravel Spark Billing Extensions and Migration Options
Question for the @laravelphp Spark users out there, ideally the Paddle version: how have you extended billing for things like credits/optional subscriptions/one-time-payments? Anything more comprehensive out there? Is there a migration path?
Economists Hide Real Risks of U.S. Bond Dumping
Everyone's worried about foreign countries dumping U.S. bonds, but here's what mainstream economists won't tell you about government finances. The link to the complete presentation is in the comments.
Unusual Retention Curve Mirrors the Hype Cycle
Does a hype cycle have a retention curve that looks like this? Literally never seen a retention cohort graph like this https://t.co/BwMCDv7eIY
Discussing Economic Outlook Live on Face the Nation
Live from 10:30 ET: I’ll be speaking with Margaret Brennan on @FaceTheNation @CBSNews. We’ll discuss the economic outlook and other topics. If you are in the US, follow the interview https://t.co/6JMj9WbdTi https://t.co/1uPSzrclkX
Show $50K MRR, VCs Will Chase You
Entrepreneurs: NEVER beg a VC for a check, it tickles their ego and rewards disrespect. Grow to $50K MRR, watch them come begging.
All‑In Effort Turns Failure Into Success
I failed for 6 years straight before anything worked. I was living with my parents, had $0 in my bank account multiple times, and just wondered if I was smart enough to become rich. For me winning stopped being about money,...
AI Job Apocalypse: Myth or Emerging Reality?
Is the AI Job Apocalypse Real — Or Overhyped? Will AI really lead to massive job losses — or is the idea of an “AI job apocalypse” exaggerated? This article explores the evidence and what it means for workers. Read...
Build an AI‑native Version Before Competitors Outrun You
Right now, founders have two choices. One, they can pretend like they're living under a rock with their product, even if they have strong product-market fit right now. Or two, they can realize that product-market fit evolves faster than ever...
Tariff Uncertainty Clouds Supply Chains After Court Ruling
What comes after the Supreme Court’s striking down Trump’s tariffs and his using Section 122 surcharges expire after 150 days? And the trade deals with tariffs that exceed 15%? It is all curiouser and curiouser for supply chains. And logistics?
Leaders Must Blend Acceptance with Accountability for Performance
#TimTalk - How do leaders balance acceptance with accountability and performance? with Mau Espinosa https://t.co/l8JyxhLE7I via @DLAIgnite #SocialSelling #DigitalSelling #Sales #Leadership #Culture #Motivation #Marketing #Success #Entrepreneur #Management https://t.co/j41Z3fekyv
Google Shifts to Continuous Core Updates, Boosting 2026 Volatility
I shared some thoughts yesterday about what we are seeing. Would be great if Google would provide some info... I feel like they are moving to continuous updating of systems (which would align with what they said about 'more core...
Rethink Supply Chains for Shifting US‑China Trade Landscape
Global trade trap. US tantrums. China bravado. How should your supply chain and its logistics change to adapt to a new trade?
Strong US Data Now Weakens, Not Strengthens, the Dollar
The Dollar used to rally on strong data, but that's no longer true. Recent examples are strong payrolls on Feb 11 or hot core PCE inflation on Feb 20. We're in the early stages of a regime change for USD,...
Small Wins Compound: Reset, Align, Beat Procrastination
Productivity is war with your mind, Deadlines ticking, seconds decline. You plan, you slip, you fall behind, Excuses whisper, “You’ve got time” But you reset, redraw the line, Cut the noise and get aligned. Stack small wins, stay on the grind, Now your output compounds over time
Clinician Startups Fail Because Product, Not Sales, Misses Market
When Clinician Entrepreneurs can’t get adoption, the Number 1 mistake is to think: “It’s not a product problem, it’s a sales problem.” Sorry but 99% of the time it IS a product problem. I’ve seen it over qnd over again from...
Choose Who Owns Your S/4HANA Infrastructure and Risk
Migrating to S/4HANA involves strategic leadership, not just tech. The choice is yours: SAP-hosted or hyperscaler (AWS/Azure). Consider who truly owns your infrastructure, controls pricing, and shoulders responsibility for outages. #SAP #CloudMigration #BusinessStrategy https://t.co/9EpChYU9Cg
ChatGPT Ads Intrude, Miss Targeting, Threaten User Retention
More examples of ChatGPT ads in the wild. The experience didn't sound great for @EmilyForlini. And the targeting might be off -> I'm Seeing Ads in ChatGPT, and OpenAI Broke Its Promise. Here's What They Look Like From Emily: "On mobile,...
U.S. Sanctions Unintentionally Power Cuba’s Solar Independence
Cuba has been cut off from oil, and solar power is saving Cuba. The irony here is the U.S. is making Cuba actually energy independent, which is likely the opposite desired effect Trump is seeking to have.
Product‑led Promises Often Mask Missing Accountability
For most companies, going "product-led" is a complete disaster, and they soon revert to a feature factory. It's a predictable pattern: • Product teams cheer. • Leadership steps back. • Accountability quietly disappears. • Then… it all blows up. WHAT COMPANIES THINK THEY ARE...
Add Organization & WebSite Schema to All Homepages
SEO Tip: when it comes to using Schema for the homepage on a site, there are two types that I gravitate towards and recommend (especially for eCommerce stores). The two types are Organization and WebSite Schema, being tags that I see...
Ecom Founders Calculate ROI on Every Cocktail
Everyone at the bar: Let me buy you a drink. Ecom founders at the bar: Calculating whether that $8 cocktail would be better spent on ad testing. Different mindset. Different life.
AI Hiring Stalemate: Authenticity Becomes Competitive Edge
We’ve entered a strange new phase of the job market. I call it the Great Employment Stalemate. No one is really hiring. Everyone feels incredibly productive. On one side, candidates use AI to generate perfectly optimized CVs. On the other, companies deploy AI to...
Gold, US Indices, Bitcoin: This Week's Key Trade
Weekly Market Analysis , Macro Update & Trade ideas on Gold , US indexes & Bitcoin https://youtu.be/HNcStxTfQSg?si=D3pxln2A4J1VbDYV
Iran War Risk Surge Threatens Oil Markets
🔴 IRAN WAR RISK IS ESCALATING FAST Military buildup. Failing diplomacy. Rising oil volatility. Subscribers have been tracking the escalation path and the market consequences before the headlines. Know what comes next. ⚠️Subscribe now on website⚠️ #Iran #Geopolitics #WarRisk #Oil #GlobalRisk
HR Leads AI Revolution, Redefining Verification and Age Bias
Recruiting Brainfood - Issue 489 https://t.co/2gg36oRyRL Recruiting leading the way in AI adoption....at least within HR, handing over your identity for LinkedIn verification, GEO in 20 minutes, AI as the end of BPO and real talk on age-ism vs aging... https://t.co/nO1lv2kx0z
SAP Success Demands Business Leadership, Not IT Control
Implementation challenges haven't changed. The biggest reasons for failure in SAP projects today are the same as 20 years ago: projects driven by IT, not business. True success hinges on business leadership. #SAP #Implementation #Business https://t.co/hhJEtxwIUe
Western Media Misleads: Ukraine, Not Russia, Faces Crisis
Forget the Western propaganda about the economies of Russia and Ukraine. Contrary to Western media, Russia is not about ready to collapse. It's Ukraine that is in trouble. Don't forget Hanke's 95% Rule: 95% of what you read in the press is either wrong...