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 of the Bloomberg Commodity Spot Index is about 373 on Feb. 19 -- the highest ever by a wide margin. It might require a rare combination of unlikely underpinnings to maintain the metal at such extremes vs. broad commodities. My bias leans with the invisible hand pressuring some reversion -- typically a matter of time and formation of an apex. Full report on the Bloomberg here: https://t.co/yN9RywB0ca {BI COMD} #gold #commodities @markets
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
Exclude Pharma and Gold to Reveal True US Trade Trend
I think the best way to look at the underlying trend in the US trade data is strip out pharmaceuticals and gold (both were heavily influenced by the threat of tariffs, even though none were imposed on either category) 1/ https://t.co/7l20zR7CTr
Rising PMI Could Spark Market Melt‑Down, Delay Fed Cuts
Will the stock market melt down if the US economy heats up, banishing traders' hopes for Fed rate cuts? All eyes turn to PMI data to find out. #stockmarkets #USD #fed #pmi #economy #interestrates #macro #trading https://t.co/fgEbuQrjnq
Strategic Partnership Shouldn't Just Be German Production in China
Hope the "strategic partnership" is more than allowing German companies to produce in China for the German (and European) market ...
Trump's Tariffs Fail, Trade Deficit Widens to $70 B
Pres. Trump promised his steep tariffs would narrow the trade deficit and spark a manufacturing revival. New federal data show the U.S. trade deficit widened to –$70.3B in December 2025. So much for Trump's trade spin. https://t.co/NIGIRs4sQt
Warner Should Stay Independent Amid Bidding Hype
Trade press are trying to present it as either Netflix or Paramount wins the bidding contest. But Warner should obviously remain independent.
Niche Creators Become Essential Distribution Hubs in AI Era
The amount of startups doubling down on niche creators for distribution is mind boggling (& the right call IMO). Distribution is king -more so now than ever in this AI world where products can be whipped up in hours.
BDC's Wind‑down Follows Its Disclosed Liquidity Plan
To be clear, the fund being referenced is *not* an interval fund, it is a BDC. This may seem like splitting hairs because they are both lumped together as evergreen/semi-liquid fund structures, but there are important distinctions - much in the...
US Stock Market Hits Record Concentration: Top 10 Own 40%
🚨US market concentration BUBBLE in one chart: The top 10 US stocks make up a record 40% of the S&P 500 market value. At the same time, the weight of the largest stock in the S&P 500 relative to the 75th percentile...
HSBC Cuts US DCM, Shifts Focus to Asian Banks
Macro: HSBC trims ~10% of US DCM in broader $1.8bn cost overhaul and pivot to Asia/Middle East. Key factors: management cuts, M&A/ECM pullback. Risk: execution/credit cycles. Trade: favor Asian bank equities. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Four AI Flaws Outpace Defenses, Exploited Rapidly
These 4 critical AI vulnerabilities are being exploited faster than defenders can respond | ZDNET https://t.co/e0SyjsSpBv
Separate Revenue Streams for Accurate SaaS MRR
Is your MRR a mystery? Many companies I help struggle with revenue accuracy. Are one-time services muddying your recurring revenue? Co-mingled revenue streams aren't just confusing; they're a "big SaaS sin" impacting valuation and strategic planning and metrics. Clean up...
South Korea, Turkey, Thailand Lead YTD Market Gains
Best performing stock markets in the world (local currency) year-to-date. 1. S Korea +34.7% 2. Turkey +24.1% 3. Thailand +18.6% In Asia only Indonesia, India negative. Malaysia is up only 4.3%.
Align Channels, Team Strength, Capacity, Budget for Maximum ROI
When I’m crafting a marketing strategy, these are the areas I’m considering to make sure my client gets the best ROI: 1️⃣ High-Impact Channels → Drives potential return (more impact = more ROI) 2️⃣ Team Strengths → Increases efficiency and quality...
Monaco Secures Six‑Figure Deal on Day One
Monaco booked a 6 figure opportunity on day 1. Incredible testimonial from @MonacoGTM customer @jasonlk from @saastr . https://t.co/eRZTT2l49e
Buy Newmont on Pullbacks as Gold Rises
Macro: gold up on rate‑cut hopes & geopolitics. Key: Newmont beat as realized $4,216/oz offset 24% output drop. Risk: output erosion, volatility. Trade: buy Newmont on pullbacks. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
TELUS Health Benefits Administration Profile Receives In‑Depth Review
.@DeeAnnaW_NH's @NHInsight #BenefitsAdministration profile on TELUS Health is a comprehensive assessment of the company’s offerings and capabilities: https://t.co/QTZQPc1ueC #BenefitsAdmin #Benefits #HR #Digital #Wellbeing #AI https://t.co/BDtr4NOZQd
Physicians Must Evolve Leadership Beyond Clinical Skills
What got you here won’t get you there: a physician’s guide to leadership http://dlvr.it/TR3W2k Physician #HealthIT
Energy and Materials Surge as Tech Falters in 2026
This is a pretty cool chart to show your investment committee. A classic stock price-to-corporate profits image that reveals extended conditions reminiscent of the turn of the century. If this chart has any prescience, we should remember that the leaders...
91 Days, Two Rate Calls, Then Warsh Takes Over
Only 91 days and two more rate decisions (Mar 18 and Apr 29) before Jerome Powell's term as Fed Chair ends (May 15th). Then it is the Warsh era...
Fed‑Treasury Coordination Must Be Transparent, Not Secret
Fed independence was a 20th century virtue. Fed inter-dependence is a 21st century necessity. The question was never whether the Fed and Treasury coordinate-it's whether that coordination happens in the dark or in the light The American people deserve monetary transparency...
AI Agents Trigger Enterprise Platform Reset by 2026
My latest research: The Great CIO Platform Reset: Why Agentic AI Is Forcing a 2026 Reckoning https://t.co/5nUzVNyJb8 Bottom line: AI agents are reshaping enterprise platform strategy.
Grey Swan Risks Amid Busy Global Macro Calendar
While I will keep an eye out for grey swans catalyzing (Iran and Supreme Court's decision on tariffs principally), the global macro docket picks up through Friday. Top event risk includes: Japan CPI; February PMIs; Mexico and Canada retail sales; US...
China Overtakes Germany as Leading Car Exporter, Threatening German Industry
Good piece "For not only has China’s market begun to dry up for Germany, big chunks of German industry now regard China as a direct threat to their interests" Great chart China is a much bigger net exporter (of cars) now than Germany...
Align Governance, Risk, and Compliance for Cohesive Strategy
Governance sets direction. Risk measures exposure. Compliance checks alignment. And yet, frequently, these three are completely misaligned. How do governance, risk, and compliance work together for your organization?
Founders Mistake Product Flaws for Growth Issues
lesson from 20+ years working in startups: most founders don’t have a growth problem. they have a product problem disguised as a growth problem