Markets Ignore Trump, Await Iran Signal
Trump is trying HARD But little to no reaction in the markets. It's clear , it doesn't matter if it's Oil , yields , Gold , Silver or Indices ; Everyone is looking for a signal directly from Iran. They are not trusting Trump's statements.
Transparency Boosts AI Sentiment, Yet Requires Ongoing Effort
We have had 1 negative review about @SeerInteractive in 24 years - yet to be "balanced" every AI model referenced it. This is our gameplan and all the metrics on how when we took ownership and published information about our company's...
Revolutionizing Workplace Mental Health with Stephen Sokoler
Check our episode of @drivethruhr - "Transforming Workplace Mental Health" - w/ guest Stephen Sokoler https://t.co/6AMuxHtZwA
Embrace Intelligent Failure, Innovation, and AI for Future Work
The future of work depends on learning from intelligent failure, nurturing the locus of innovation and taking charge of AI @UNLEASHgroup https://t.co/8xWDm4cQht #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Iran Conflict Could Shut Strait, Disrupt Global Supply Chains
Planning for two-three weeks more of Iran war. What does Iran do? Are we teaching a tipping point of how long the Strait will be closed or have few ships transiting? Then what? Maritime? Supply chains. Global economy?
Redesign Around AI for Tenfold Leverage
Companies that bolt AI onto existing workflows get marginal gains. Companies that restructure around AI get 10x leverage. Tear it all down.
Dollar Rally Stalls at 100, Bulls at Crossroads
US Dollar Short-term Outlook: USD Rally Fails at 100 – Bulls Face Decision Point https://t.co/0qMDRVx9to $DXY Daily & 240min Charts https://t.co/fcyIgceNQF
EM Rally and Strong Dollar: Unsustainable, Breaks Quickly
EM rallying while the dollar firms is a tough combo to sustain. If it breaks, it breaks fast. Where does the pressure show up first when this snaps? em
Iran's Strait of Hormuz Leverage Ensures Persistent Economic Power
“Iran holds a lot of cards with the Strait Of Hormuz.” That’s the quote to remember. Geography can be economic power, and “that vulnerability remains pretty much forever.” https://t.co/OoCOYi8LMc
Apollo’s Vehicles Built to Absorb 5% Quarterly Redemptions
More color on today’s news via Apollo CEO: “Vehicles are designed to redeem 5% per quarter,” ceo Marc Rowan tells me. “For us, we raised approximately $750m of new money this quarter and redeemed $750 m (5%) with some amount...
Understanding Persistent Foreign Private Demand for U.S. Treasuries
This raises an important question -- namely how should we understand ongoing demand for Treasuries from private investors abroad? 1/ https://t.co/IVZNahIfEc
Win‑backs Outperform Acquisitions When Companies Fix Mistakes
Winning back customers requires fixing what drove them away | @MarTechIsMktg https://t.co/HRrW0X2u0w Win-backs beat acquisitions, but they require companies to admit what went wrong and prove they fixed it. #customerexperience #loyalty #winback #cx https://t.co/c2HyjG7k7n
Service Input Costs Hit May High; Manufacturers at Seven‑month Peak
"Input prices for services rose to the highest since May, while those for manufacturers jumped to a seven-month high." https://t.co/NMR6KvBOzE https://t.co/DhoJ1m76qO
White House Misapplies Oil Price in Iran Conflict
The White House Is Using the Wrong Oil Price for the Iran War. More charts and graphs featured on today's Chartbook Top Links in the comment below. https://t.co/DQwqJc87ve
Reforge Joins Miro to Scale AI Product Education
I’m excited to announce that @reforge is joining @MiroHQ . 10 years ago @andrewchen and I ran the first Reforge Growth Series. What started as a single course has grown into a community of over 100,000 alumni and SaaS...
AI-Powered Vibe Design Creates Full Pitch Decks Instantly
Holy shit.. vibe design is here. You can now build fully branded pitch decks with AI agents in one session. The output looks like a full design team built it. Here's everything you need to know: https://t.co/6YnP2Oxud5
Linktree AI Delivers Personalized Growth Recommendations for Creators
Linktree’s new AI tool gives creators real, personalized growth recommendations @linktr.ee has upgraded Insights Chat with personalized, AI-powered, data-driven recommendations The new tool pulls real performance data across TikTok, Instagram, YouTube Creators using Linktree can ask for post ideas, traffic tips, and top-performing...
Advisor Time Value Drives Rising Client Acquisition Costs
In our last report on Advisor Marketing, we found that the median client acquisition cost (CAC) for advisory firms was $3,800 when including both "hard dollar" expenditures on marketing and the "soft dollar" value of advisors' time. https://t.co/BTglcsTaaR Acquisition costs...
DXY Volatility Hits 9‑Month High, Range Contracts
Volatility on the $DXY Dollar Index keeps has climbed to a 9 month high - when measured by the 20-day ATR. Meanwhile, the 20-day range has leveled out and contracted. So, scenarios: either volatility drops to accommodate range or breakout...
Treasury Yields Return to Trump Era, Signaling Market Anxiety
10Y treasury back to where it was at Trumps inauguration. Its increased almost 0.5% since the Iran war started in a sign that the market worries do the long term effects of Trump’s chaotic presidency. That makes mortgages more expensive. 1Y...
Ares Honors Few Redemptions, Claims Stakeholder Alignment
Ares: 11.6% redemption requests. Honored 5%. Called it “aligned with the best interests of all stakeholders.” The stakeholders who wanted their money back might define “best interests” differently.
Honest Failure Stories Build Trust and Accelerate Growth
DO. FAIL. LEARN. Failure isn’t the end. It’s how we get better. And I’ve had my fair share of it over the years. Startups don’t always succeed, but how you talk about the journey matters. Building a startup is hard, harder...
ChatGPT Enhances Agentic Commerce with Side‑by‑Side Comparisons
ChatGPT has expanded their Agentic Commerce Protocol. This is their version of Google's UCP (Universal Commerce Protocol). It now supports more product discovery with richer shopping experiences. Products are presented side by side for comparisons and they've worked to make...
Markets Revise Expectations for Price‑Stability‑Focused Central Banks
These FT charts illustrate the shift in market expectations for policy actions by the world’s major central banks. The change has been particularly striking for central banks with a single mandate (of price stability). #economy #markets #centralbanks @financialtimes
ARM Expands From IP Licensing to Chips, Boosting Revenue
$arm CEO @renehaas237 emphasizing @arm now sells IP, complete subsystems, and now chips. Tapping into a much larger revenue pool than just licensing should bring $$ upside faster than most have modeled. https://t.co/VKPOyqBzLS
Official Iran Inflation Rate Underestimates True 67%
Iran's the Statistical Center of Iran reports that Iran's yearly inflation was 47.5%/yr. WRONG. Today, I measure Iran’s inflation at 67%/yr. I am the only accurate source of inflation measurements for Iran. https://t.co/mSpK5W3YvR
US Yield Rise Threatens Debt Spiral Amid Oil Tensions
Update: 10y UST yields (blue, RS1) USDJPY*oil (red, LS) USDCNY*oil (green, RS2) Hormuz is still closed; China still has several years of oil inventories; 10y UST yields are ~20-30 bps from triggering a US & global debt spiral. What happens first? Let's watch. https://t.co/ixdOHnatCg
Prompt‑Generated Native Ads Cut Hours, Boost Performance
Native ads are crushing it on ad accounts. I figured out how to make them with prompts. Instead of 50+ hours analyzing winning hooks, copy them in a few clicks. I made a deck of all of them with Moda. (Usually charge $1000...
Covid Splits Aviation Workforce, Fueling Manager‑Employee Conflict
Far from bringing people together - how #Covid has divided the aviation workforce and put workers & managers at loggerheads. MUST READ for aviation professionals #avgeek #mentalhealth #humanfactors https://t.co/6ZmrPqwGof https://t.co/PebfYAfJU3
AI‑First Refounding Shapes Tomorrow’s Decacorn Leaders
Refounding a company in this era, from AI first principles, when you’re not the original founder is the story that will define this next generation of decacorns 🔥 The future belongs to the bold. Buckle up.
AI Generates Pro‑Level Product Shots From One Prompt
If you're running a DTC brand, you know how expensive product photography is. Lighting, studio, photographer, retouching. I made this with one prompt: "Premium coffee bag floating with whole beans scattered around it, steam rising, dark moody background, studio lighting." What surprised...
Freight Data Reveals Unprecedented Manufacturing Surge Since COVID
The freight data doesn't lie... It has been signaling incredibly strong manufacturing conditions for months. I am seeing some of the strongest freight volume charts tied to industrial activity I've seen since COVID. https://t.co/jJXPO8D1OQ
2‑Year Treasury Auction Weakest Since May 2024
“Today’s 2 yr auction was terrible:” @pboockvar The bid-to-cover ratio was the weakest since May 2024 and dealers got stuck with the largest amount since October 2022. Traders are having a hard time pricing Fed policy as oil prices swing...
Iran's Transit Fee Hikes Oil, LNG, and Shipping Prices
Factoring in Iran’s “transit” fee. And what it does to the price of oil, LNG, and anything else moving thru the Strait.
New Book Offers Fresh Insight on Inflation Expectations
Perfect timing for a new book on inflation expectations. https://t.co/CpPzlHzxxf by Olivier Coibion and Yuriy Gorodnichenko https://t.co/Cy5qOH9CED
Culture Transformation Drives Business Success Through Employee, Customer Insight
Culture transformation isn’t a “nice to have;” it’s the engine behind every meaningful biz outcome. In this interview, I break down why employee understanding + customer understanding must be the foundation of any transformation effort. https://t.co/fkYolb2lVU https://t.co/n73egQFKY9
The Perfect Bonus Plan Exists—Get the Kit
The perfect bonus plan DOES exist. I built one at Classy that our team loved. Now, you can use the exact same system. Comment “BONUS” and I’ll send you a link to get access to my Bonus Plan Leadership Kit. You’ll get - masterclass...
Perplexity Computer Delivers Instant, Deep Guidance Credibility Analysis
I never found a way to adopt the old version of Perplexity in my investment process, but the things you can one-shot in Perplexity Computer are mind bogglingly good, and it has become a daily driver for me (for the...
Current Crisis Lies at Geopolitics‑Economic Collapse Intersection
I am an economist, not a political commentator. But what is happening right now sits at the exact intersection of geopolitics and economic collapse that I have spent my career studying.
Your Boss's Leadership Drives Motivation, Performance, Success
“Leadership is the single biggest factor affecting people’s motivation, performance, and success at work. So, chances are, ur boss is ur most important colleague or stakeholder. How do you imbibe this to ur work style?” ➤ https://t.co/C1G5cEw6hX #careeradvice #careergrowth https://t.co/7n5B9F9TpA
Steve Jobs' Secret Branding Mentor Rescued Apple in 1997
This man was Steve Jobs's secret source of branding inspiration. In a legendary internal meeting, Jobs revealed how this guy had cracked the code to build an iconic brand. Here's his philosophy (that saved Apple from bankruptcy in 1997):
Dollar Reserves Stalled This Decade After Prior Surge
The thing is -- There has been NO dollar reserve accumulation in aggregate over the last ten years. And there was a ton of dollar reserve accumulation during the preceding 10ys (way more than needed for precautionary purposes) https://t.co/GGry0kCOk2
Japanese Automakers Turn to Russian Aluminum Amid US‑Israeli Conflict
As a result of the US-Israeli war on Iran, Japanese carmakers are looking to BUY ALUMINUM from RUSSIA. RUSSIA = THE BIG WINNER OF TRUMP & NETANYAHU'S WAR. https://t.co/JIiV9xOkFp
Tech Hiring Booms in 2026 Despite Layoffs and AI Hype
STATE OF THE PRODUCT JOB MARKET IN EARLY 2026 In spite of the headlines about layoffs and AI taking jobs, we’re actually seeing a lot of promising signs in tech hiring, and some interesting new trends: 1. PM openings are at the...
Iran's Toll Booth Threat Could Shut Global Trade
Strait of Hormuz Crisis: Iran’s “Toll Booth” Plan Threatens Global Trade This is a big one, folks. Prof Rob Huebert, @UCalgary, discusses international maritime law and the closure of the Strait of Hormuz. https://youtu.be/nPQMTWEySvE
Pick the Right AI, Not the “Best” One
This comparison nails a point many teams still miss 👇 There is no “best AI.” There is only the right AI for the job. Here’s the practical executive breakdown: ChatGPT → The Generalist Operator Best for: everyday work, creative thinking,...
Canal+ Appears Dramatically Undervalued with Strong Synergies
Help me out here. Doesn't Canal+ $CAN looks pretty mispriced right now. The market is basically valuing MultiChoice (plus all the expected synergies) at less than zero. MultiChoice is already profitable and Canal+ is targeting €400m in annual synergies over the...
Let AI Code, Users Map, You Set Vision
AI writes your code. Users write your roadmap. The only thing you need to write yourself is the vision.
Middle Managers: Strategies to Stay Visible and Impactful
How Middle Managers Can Avoid Becoming the Forgotten Middle (or Turn It Around) - CX Journey™ https://t.co/xJ3tJl0oom https://t.co/w1X5hlfJq3