Japan's Low Inflation Reflects Weak Money Supply Growth
Japan’s inflation rate comes in at 1.53%/yr in January, BELOW its 2%/yr target. JP’s money supply (M2) is growing at 1.56%/yr, WELL BELOW Hanke's Golden Growth Rate of~6.07%/yr, a rate consistent with JP’s 2%/yr inflation target. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/kQUAgkYecc
Undervalued Malaysian Hospitality Stock Sees 35x Profit Surge
Is this the most undervalued hospitality play in Malaysia right now? 🇲🇾 While everyone is chasing speculative tech, a "quiet" company just reported a 35-fold quarterly profit jump. This isn't just growth—it’s a total operational takeover. 🧵 (1/5)
Section 122 Exemptions Enable Net Tariff Reduction
Important. Net effect of striking IEEPA/ reciprocal tariffs and doing the 122 with similar product exemptions should be a tariff reduction.
From Missile Room to Boardroom: Managing Critical Infrastructure
"Navigating the High-Stakes World of Critical Infrastructure & Asset Management with Quarterbac" From missile room to board room: getting to know Dave Robinson, CEO/Foudner of Quarterbac. Get the inside scoop from this inspiring thought leader interview: https://t.co/bP6BdAH637
NRG Acquires New York’s Largest Fossil Power Plant
Scoop: NRG Buys New York’s Biggest Fossil Fueled Power Plant #energysky -- via Heatmap News https://t.co/HYXV78yUOY https://t.co/YML0FTvZNJ
Master VC Technicals in One Weekend with 7 Guides
7 VC guides to teach you the technicals in one weekend👇 ♻️ Repost to help someone VC recruiting right now.
From College Tweets to 55+ Backed Companies
today i have been writing a piece on how we sourced the 55+ companies we've backed over the last 5 years and pulling the thread has been so beautiful. feeling so much gratitude for this journey that started as me...
India Can Freely Import Russian Oil After Tariff Ruling
Re. the US SC tariff decision: As IEEPA was also the basis for the 25% addl punitive tariffs Trump imposed on India for buying Russian oil, it no longer holds. While Trump scrapped those tariffs Feb 6 under an interim...
US Sells Venezuelan Oil to India, Surprising Twist
Today, the US announced a plan to sell Venezuelan oil to India. Note who’s selling Venezuela’s oil to India. It’s Uncle Sam. AMAZING. https://t.co/SLitquccox
IEEPA Tariff Invalidated Threatens Existing Trade Deal Framework
JPMORGAN: “.. many trade deals negotiated to date have relied on IEEPA tariffs and have not yet been formalized as trade agreements. With the legal basis for these tariffs now invalidated, the fate of these deals is in question. These...
China’s Growth Needs Domestic Consumption, Not Exports
China’s economy has held up remarkably well against shocks like U.S. tariffs but continued resilience will need consumption to drive growth, rather than external demand, according to a report by the International Monetary Fund. @Tracyyyqu https://t.co/7pUUCZaEr2
No Succession Plan Makes Sellers Ultra‑Motivated Negotiators
A seller with no succession plan Is the most motivated counterparty in any negotiation on earth
Microsoft Gaming CEO Rejects Bad AI, Emphasizes Human Storytelling
In a new interview with Variety, new minted Microsoft gaming CEO Asha Sharma says she has "no tolerance for bad AI.” “AI has long been part of gaming and will continue to be, but great stories are created by humans.” https://t.co/ETLocbkujP
RISE Isn’t the only Safe S/4HANA Path
SAP marketing pitches RISE as the safest S/4HANA path, but IT teams might disagree. This isn't a technical choice, it's a business one. Let's cut through the marketing and find the right S/4HANA migration strategy for YOUR business. #SAP #S4HANA...
Celebs and Fighter Spotlight Paramount Amid Warner Takeover Saga
Anderson Cooper, Stephen Colbert and Sean Strickland Draw Scrutiny to Paramount While Bid for Warner Plays Out https://t.co/ou55mmDguf via @variety
Consensus Overload Slows Digital Transformation Decisions
Slow decision-making is the primary reason digital transformation initiatives stall. Delays happen when assumptions of quick decisions don't match reality, often a symptom of excessive consensus-based leadership. #DecisionMaking #DigitalTransformation #Leadership https://t.co/3e5ADMz5P3
Convenient Microsoft Ecosystem Risks Future Vendor Lock‑in
Using Microsoft's ecosystem for technology needs offers convenience and a one-stop shop. However, it creates vendor lock-in, making it challenging to switch platforms later if needed. #TechChoices #VendorLockIn https://t.co/cE6jSipywj
Align IT and Operations to Unlock ERP Success
Internal IT loves single ERPs for ease & scalability. But operations need flexibility for their unique 'secret sauce'. This conflict stalls projects. Alignment is key for success. #ERP #BusinessStrategy https://t.co/clOwOVSiuS
Dollar Stays King, No Signs of Dethronement
My take on the US dollar: "The DOLLAR IS KING, and it's going to REMAIN KING. It's hard to knock a king off his throne." https://t.co/txOJ9KZ8Qw
SCOTUS Blocks Trump's Emergency Tariffs, Curbing Executive Overreach
SCOTUS just ruled Trump can’t use emergency powers to impose sweeping tariffs. Why? The Constitution gives tariff power to Congress, and IEEPA never authorized a president to tax imports. The Court rejected the power grab and the economic overreach. It’s...
Balance AI KPIs and Vision for True Literacy
What is AI literacy? "AI literacy requires a dual focus on AI. What KPIs should teams experimenting with AI focus on that deliver ROI, and whats the longer-term AI vision?" #AI #CHRO #CIO https://t.co/aiB5P99ido
Korea Call Delivers Near‑double EWY Gains Since August
Since our bullish call on Korea last August… EWY +99.27% SPY +7.78% Money counting time. https://t.co/EKTw9HANNh
Supreme Court Overturns Trump's Tariffs, Warning of Ongoing Trade Battles
Trump's tariffs COST US BUSINESSES BILLIONS. Fortunately, today, the US Supreme Court struck down Trump’s tariffs. But that won’t be the last act in the TARIFF TRAGEDY. https://t.co/BaPcQ0duJJ
Investors Shift to Staples Amid Mag‑7 CAP‑Ex Weakness
In my weekly markets video for clients, I highlighted how investors have gone from “7 to Staples”. Usually, growing macro risks lead to Staples leadership. This time macro isn’t the issue, but it could be due to Mag 7’s idiosyncratic...
Leadership's Risk Appetite Drives Digital Success
The biggest barrier to digital success is rarely technological or budget. It is leadership’s willingness to embrace change and take risks. Watch the full episode now: https://t.co/BQNDlxuwMR https://t.co/rgqIU4dXx1
Create Boss‑focused Reports During Trial to Close Deals
You make software for person P. They have a boss Q. Or better, their C_O. If Q wants your product, P gets to buy it. So, can you make a report or daily/weekly email or etc. that Q wants? Do it during the trial,...
Argentina's 32% Inflation Fueled by Runaway Money Growth
Argentina’s inflation comes in at a RED HOT 32.4%/yr. NO SURPRISE. AR’s money supply (M3) is growing at 38.7%/yr. That's WELL ABOVE Hanke's Golden Growth Rate of 9.8%/yr, a rate consistent with hitting its 5%/yr inflation target. INFLATION = PRES. MILEI'S ACHILLES HEEL....
Section 122 Tariffs Approaching Rapidly: Key Points
A couple of points on Section 122 tariffs -- as they seem to be coming quickly 1/ https://t.co/s9LF3ZMZ1q
IMF's 2025 Report Flawed Using Outdated
This illustrates the problems with the IMF's 2025 external sector report -- for one, it uses the 2024 current account surplus as its measure, and a lot has changed since then ... 1/2 https://t.co/uBaXFvSXhW
BMO Raises Gold Forecast to $6,500, Bull Peaks $6‑7k
The Bank of Montreal has followed my lead. It just UPGRADED its gold price forecast to $6,500/oz by year's end. I predict the GOLD BULL will PEAK at $6,000-$7,000/oz. BUY GOLD, WEAR DIAMONDS. https://t.co/69wgiprOrt
China’s Defense Surplus Funding Threatens US Corporate Influence
Sad to watch so many analysts and economists argue that it is a "win" to allow China to continue to deploy surpluses earned from making a significant % of the US military for us 👇into US equity stakes which China...
Canada Fears SCOTUS Loss Could Trigger Harsher Trump Tariffs
Canadian officials had told me they were concerned a SCOTUS loss might enable Trump to impose harsher tariffs on Canada, which currently has the lowest effective tariff rate together w Mexico. Whether they told the Trump Admin this, as the president...
Data Readiness Causes 42% of AI Project Failures
42% of enterprise AI projects fail. The culprit? Data readiness (or lack thereof) @PureStorage @PureStorageUK #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/fgDiy1Ew0X
Silver Near 10‑Month Streak Amid $2T Liquidations
$2 trillion in forced liquidation blamed on chinese traders, margin hikes & Warsh pick, silver is 33 cents away from completing its 10th consecutive monthly candle (if it were monthend) #forex #XAUUSD #XAGUSD https://t.co/SOjpd04sAO
AI‑written Code Will Cause Outages without Proper Safeguards
This headline today reads shocking, but will soon enough be a nothingburger: When AI generates most code and more config files as well, most outages caused will be *technically* done by AI. In reality they happen thanks to inadequate verification/monitoring/rollback...
New Xbox CEO Pledges Humility and Urgent Innovation
Read a first note from @asha_shar the new CEO of Microsoft Gaming: Dear team, Today I begin my role as CEO of Microsoft Gaming. I feel two things at once: humility and urgency. Humility because this team has built something extraordinary over decades. Urgency because...
Maintain Your 9‑5 While Testing Entrepreneurship
Even though I’m a full-time entrepreneur now, I’m still what I call a 9-5 evangelist. I believe in keeping your 9-5 as long as possible before leaping full-time in your biz, as long as it’s not a detriment to your...
Matt Booty Named Xbox EVP and Chief Content Officer
Xbox’s Matt Booty Matt will become Executive Vice President and Chief Content Officer, reporting to Asha, CEO Microsoft Gaming https://t.co/HI9rkd4LEH
Shape 2026 Talent Acquisition: Take Survey, Get Early Insights
The State of TA 2026 As the talent acquisition landscape continues to evolve, your perspective plays a key role in shaping what comes next. By taking part in this survey, you’ll have the option to opt in for first access to the...
Use Red Flags to Disqualify Weak Sales Opportunities
Founders: Opportunity disqualification framework: 🚩 Can't articulate specific pain costs 🚩 Gatekeepers blocking access to decision-makers 🚩 No comparable solution investments 🚩 Absence of compelling events 🚩 Refuses to discuss financial constraints Two or more? Remove from your forecast.
NVDA to Outpace Street, 2027 Growth Near 40%
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
Claude Code Shifts Toward Ideation and Non‑Engineering
Creator of Claude Code Boris Cherny on where Claude Code is going next: 1. Coming up with product/feature ideas 2. Taking on work adjacent to engineering
Engineer‑style AI Marketing Tour: Live Demos Worldwide
I'm going on the WORLD TOUR 🌍 I've spent the last few months building marketing skills for Claude Code — automating the work I've done with 60+ startups over the last two and a half years. The repo has over 8,400+ stars...
Ship Fast to Keep Iteration Speed High
A reason to ship in 1 month instead of 6 is to incorporate feedback. Another is that a 6-month codebase will be a lot hard to to change than a 1-month. You could even still start from scratch. At the beginning, anything...
Bank Deposits Remain Cheap, Abundant, and Slow‑to‑reprice
Deposits are US banks’ primary funding source; they are typically cheap, abundant, and slow to reprice. Many households keep substantial balances in bank accounts that pay little or no interest. https://t.co/jTcFqJyFST
Only Israel Stays Above Replacement Fertility in OECD
All OECD countries other than Israel now have a total fertility rate below 2 https://t.co/jvolvyD3YP
EU Unveils “Savings and Investment Union” Capital Market Reform
The European Commission has launched another attempt to reform capital markets, rebranded as the ‘Savings and Investment Union’. https://t.co/UQ2DvCgG3f
Europe’s 2025 VC Funding Rebounds to 22% of US
2025 saw a modest recovery of venture capital investment in Europe after three years of decline, with a total of €66.2 billion deployed. Even so, this was only 22% of the amount invested in the US, despite the two economies...
Embrace the Cringiest Platform, Scale to $7.3M ARR
4 years stuck at $2.5M ARR. I had no idea if this was my retirement plan or the thing that broke me. Then I built a $7.3M ARR company in 18 months with 3 employees and zero funding. The weapon turned out to...
Work Smarter, Prioritize Well‑Being Over Hustle Culture
Hustle culture can lead to burnout and reduced productivity. Working smarter, not harder, and prioritizing mental health and well-being often lead to better results in the long run. 💡