Historic Uncertainty Spurs Opportunities in AI and Energy Stocks
Thoughts? The World Uncertainty Index has surged to historic levels—exceeding Iraq War, COVID, and 9/11—and identify five stocks positioned to perform well under these geopolitical conditions: Palantir (AI battlefield intelligence), ExxonMobil and Cameco/CCJ (energy security), and NVIDIA (AI defense technology), markets trade on risk, and geopolitical uncertainty creates investment opportunities for those prepared.
Core PCE Near Target; Fed Cuts Still Unlikely
Q4/Q4 core PCE inflation was 2.9% last year (vs. 3.0% in 2024). Trump's statement on the GDP report includes a parenthetical jab at the Fed chair, but there's not much of anything in this report that tells the Fed it...
2025 GDP Volatile, PDFP Shows Steady Growth
Did 2025 feel like a wild ride? GDP feels your pain. The quarterly swings were big and short-lived. PDFP, which focuses on consumption and private fixed investment, showed more even, solid gains. https://t.co/LlVwQ7yna5
Ubisoft CEO Unveils $200M Cost‑Cut, Creative House Plan
Ubisoft CEO Explains Three-Year Plan to Revamp Game Publisher Through New ‘Creative House’ Strategy, More Than $200 Million in Cost Reductions https://t.co/3Q14sQldSc via @variety
2026: First SAFE to Convert at 20% Premium
Calling it now: 2026 will bring the first SAFE that converts at a 20% PREMIUM to the next round. We’ve officially reached that part of the cycle.
US Underlying Domestic Demand Grew 2.4% in Q4
US GDP: A gauge of underlying domestic demand—real final sales to private domestic purchasers (GDP less inventory change, net exports, and government spending)—grew at a 2.4% annualized rate in Q4 https://t.co/XefZvVp18v
Launch a $500 AI Business in 90 Days
If I had $500 and 90 days to build a real business, here is my exact playbook. No team. No funding. No connections. Just AI and relentless execution. Most people would spend 6 months planning. I would have paying customers by Week 3.
Know Your Lead's Value, Transform Your Agency Strategy
Here’s a question most agency owners can’t answer: What is a single lead actually worth to your business? When you know that number, everything changes: what you spend on ads, which partnerships you say yes to, whether that content strategy is actually...
Inflation Surges, Growth Slumps: White House Economist Stumbles
Higher than expected inflation and lower than expected growth. what an ugly day for white house chief economist hassett and Trump narrative. Do not worry, CPI is out next week and that's easier to manipulate.
Non-Degree Credentials: Popular but Value Remains Uncertain
Non-degree credentials are surging in popularity, but are they adding value for the learners that are earning them? To dig into this question, @JSelingo and I sat down with @mattsigelman , CEO of the Burning Glass Institute, a research organization...
Most Weekly BDC Discounts Are Mispriced—Learn Why
Everyone has a BDC take this week. Most of them are wrong. If you don't understand how they trade, what drives the discount, or why NAV isn't what you think it is, start here. https://www.junkbondinvestor.com/p/the-bdc-primer-part-1
Trump’s 5.4% GDP Claim Was Just a Model
Remember when Trump was bragging about Q4 GDP growth, quoting a 5.4% rate? That was the Atlanta Fed's GDPNow model, not the actual. Now we have the actual: 1.4%. Moral: Don't take GDP "trackers" or anyone citing them, remotely seriously....
Q4 GDP Misses, Core Inflation Surges Above Forecast
Q4 GDP prints at 1.4% vs expected 3% - Previously 4.4% December Core PCE at 3.0% vs Expected 2.9% - Previously 2.8% y/y Core PCE 0.4% m/m vs Expected 0.3% - Previously 0.2%
Train Focus Like a Muscle, Curate Your Attention
I stopped trying to avoid distractions by force. Instead, I intentionally trained my focus (like a muscle). If you choose what deserves your attention, you curate an environment where deep work comes natural. Few.
ETF Fees Halt Decline as Higher‑cost Products Gain Traction
The race to zero has hit a wall as the asset weighted average ETF fee has finally stopped its descent and even reversed a bit (this chart is one of the scariest, albeit slow moving ones for Wall St, equiv...
Strong US Payrolls Can Depress Dollar, Boost Euro
On Aug. 3, 2012, Goldman put out a trade recommendation to go long Euro. The next day was US payrolls, which were stronger than expected. That caused Euro to jump and USD to fall. An example that strong US data...
Consumers Misunderstand Credit Scores; Banks Must Rethink Risk
Most consumers don’t understand how their credit score is calculated, and stigma keeps them from getting help. Financial institutions must rethink risk. We explore this with Steve Min, Chief Credit Officer at @CreditOneBank. Watch the full episode now: https://t.co/wUIHckaAy4 https://t.co/dX96wDMpfj
Trump's Blockade Collapses Cuba's Tourism Industry
#CubaWatch🇨🇺: Thanks to Trump's blockade, Cuba's tourism industry has entirely collapsed. Major hotels and airlines have completely shut down. Stay tuned. https://t.co/BF6qoIAgu0
Food & Ag Industry Braces for Rising Ransomware Threats
Food and ag sector weathers more ransomware attacks, braces for ‘strategic adaptation’ threats - Threat Beat https://t.co/Vt6H5NKPsU
Dollar Holds Firm Amid Looming Tariff Decision and US Data
Tariff Decision Day?: The US dollar is trading mostly firmer but quietly in what could be a volatile North American session. It is not just about the US data, of which there is plenty—including the PCE deflator and the first...
Strong US Data Must Decouple to Trigger Dollar Decline
The US is outgrowing everyone else and that'll stay that way into this year's midterms. So, for the Dollar to fall, you need a correlation break whereby strong US data cause USD to fall. This is how the Dollar traded...
Design Wins When You Redesign the Entire Service
I once worked with a company that sold frozen ready meals to elderly customers. They wanted better website conversion rates. Straightforward brief, right? We did user research and found the real problems had nothing to do with the website: - Customers were...
Protecting Domestic EVs Requires Tariffs or Local Content Rules
Very good Rhodium piece on the cost advantage of Chinese EVs: “In practice, countries seeking to protect domestic industries have two broad options. One is to impose very high tariffs that account not only for subsidies but also for structural...
AI Becomes Mandatory Backbone of Enterprise Customer Service
Customer service is where artificial intelligence has officially moved past the hype. @NICEComms recently reported their full-year 2025 financial results, and the numbers point to a clear structural shift in enterprise adoption. Their AI annual recurring revenue grew 66% year over...
USD Firming Ahead of Data, SCOTUS Tariff Ruling
$USD enjoys a firmer tone ahead of US data and possible SCOTUS decision on POTUS use of emergency powers to levy broad tariffs. Mkt tensions over possible US-Iran conflict seems to have eased for the moment but have not...
Gold's Parabolic Surge May Be Overheated, Reversion Likely
The Rock May Be Too Hot - Gold vs. Commodities - Inflation is notably absent from gold's parabolic rally, which may suggest a too-hot rock if history is a guide. From a base of 100 in 1964, gold in terms...
AI Writes Code Faster than We Can Review
▶ Reading unfamiliar code is exhausting. Now imagine that code is coming from an LLM that writes faster than you can think and doesn't take lunch breaks ◀ This 👆 perfectly captures the AI productivity paradox: code is written faster than...
Why Top VC Quit for Government Tech Revolution
Sat down with @skupor, Director of OPM and former a16z managing partner, about why he left a comfy VC job to work in Gov and what he's building with @USTechForce. (00:00) His wife's reaction to leaving a16z (04:00) How this Trump admin...
Anthropic Alienates Open‑source Devs, Pushes Enterprise‑only Lock‑in
Anthropic has alienated devs who care about using open source tools, portability between vendors and using LLM subscriptions in the tool of *their* choice This all seems deliberate: Anthropic gunning at enterprise, not caring much if these devs go elsewhere/use other...
AI's Growing Influence on HR Strategy Unveiled
#HR State of the Union: Understanding #AI's #Impact on Your Business Webinar @HR_Exec https://t.co/bLHuEenGHT #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
VNET CEO Purchases 40k Shares at 69p
Joint Chairman and CEO at #VNET bought 40,000 shares at 69p each. I don't hold.
Consistency Drives Retention in High‑Touch Support Teams
When your business is built on high-touch support, retention isn’t just about content or curriculum 👉 It’s about consistency. A couple months ago, I was chatting with a client who had just gotten back from maternity leave, where she had to...
UK Retail Sales Record Fastest Growth in 20 Months
UK retail sales begin the year with the fastest growth in 20 months https://t.co/GPGNaZk4Oa via @irinaanghel12 https://t.co/kAm5UcAWvQ
SaaS Sell‑Off Explained: Avenir’s Outlook for Recovery
Avenir Management dropped a sharp slide deck on the state of SaaS. Great perspective on the current sell-off, and what the industry could look like going forward. Sharing a few of the most interesting slides below 👇 https://t.co/miawmwOz9C
Spot Emerging SaaS Trends Early with TrendZero
TrendZero is officially LIVE 🚀 We built it to answer one question: 👉 “What SaaS trends are gaining real momentum before they become obvious?” TrendZero scans early signals across the web and highlights accelerating topics so builders can move faster. Explore it here: https://trendzero.io
Ukraine Poised to Earn Billions From Wartime Arms Exports
“Ukraine could export several billion dollars of military goods and services this year after authorising its first wartime foreign sales and is considering introducing a tax on those exports, a senior Ukrainian defence official said. Earlier this month, the state commission...
US-China Chip Trade Resumes, Heightening Nvidia, AMD Supply Risks
US-China chip trade restarts with tariffs and restrictions creating high-risk supply chain uncertainty for @nvidia and @AMD #ChipWar #AIChips #USChinaTrade #H200 #TSMC #ExportControls #AIOverwatchAct #ChipSupplyChain #Trump #BISRules #GeopoliticalRisk #TechTariffs #Huawei #LLMs
125 International Companies Exit Pakistan Amid Corruption Claims
#PakWatch🇵🇰: 125 international companies are ceasing operations in Pakistan. PAK = CORRUPT = 3RD WORLD https://t.co/tmHXxbtj8I
EU Deep‑Tech Startups Secure €467M, Boosting Women Leaders
61 EU start-ups secured €467M from the European Innovation Council. Out of 121 finalists, 61 won grants and equity, and 85% received blended finance. The EIC Fund often attracts 3x more private capital, and 28% of selected companies have women in top...
Takaichi Warns of Japan’s Domestic Investment Shortfall
*TAKAICHI:THERE IS A DEARTH OF DOMESTIC INVESTMENT IN JAPAN Takaichi dropping truth bombs. Starts of with the biggest
Fewer Meetings, Faster Shipping: Autonomy at Vercel
Our goal is to operate like the world's largest startup. One of our new colleagues told me today that what she loves the most about Vercel is how few meetings we have and how fast she can ship. And that at her...
2026: Indie Hackers’ Prime Moment—Focus, Build, Succeed
2026 is an inflection point. It’s the best time in history to be an indiehacker, and also maybe the last. I’m removing all distractions and building way more this year. Lock in, ladies and gents.
Bootstrappers Must Charge $30‑$80 for Sustainable Growth
Bootstrappers need to have prices like $30/mo-$80/mo, not like $10/mo. It’s not harder to get customers (see how many times someone raises prices and # cust/day doesn’t change), but you have no money for anything - no marketing, no engineering, no...
Busan Deal: US Sacrific
The impact of the "Busan" deal is now in the trade data -- the US clearly gave up a bit of tariff revenue (lowering the tariff on China) for a bit of supply chain peace, and the prospect of...
Rebecca Kutler Plans Overhaul of MS NOW Dayside Lineup
Scoop: MS NOW chief Rebecca Kutler is set to make changes to the network's dayside lineup, I'm told. Details in status.news: https://link.status.news/3MSNqnG
Reputation Grows From Action, Not Self‑Promotion
Reputation isn’t built through narration; it’s built through contribution. What you say about yourself expires quickly. What you do for others compounds quietly. In complex systems, trust travels peer-to-peer, not top-down. Service is not charity, it’s strategy. It creates advocates...
VC Valuations Driven by Fund Size, Not Market Reality
Most VC's price startups based primarily on their fund size, which drive their comfortable check size and target ownership. They then try to convince founders that a certain round size and valuation is "market" for their type of company and...
December PCE Inflation Hits Multi‑Year Highs
Forecasters expect PCE inflation (core and headline) was 0.37% in December (4.5% annualized rate). This would push up the core PCE index to 3.0% over 12 months, the highest since February 2025 Headline PCE is estimated at 2.9%, the highest since March...
IMF Estimates Chinese Yuan Undervalued by Roughly 19%
Just how undervalued is the Chinese yuan -- the IMF (via the Economist) just revised its estimate up to 19% (plus or minus 4%) 1/many https://t.co/IJ4Z1SmGIq
Block Turns Cash App Score Into Fintech Data Service
Block’s Credit Score Play: Can Cash App Score Replace FICO? Block announced it’s selling its Cash App Score to third-party lenders. It could be one of the more interesting data-as-a-service businesses in fintech right now. New Fintech Snark Tank post: https://t.co/tItfZdy7IT