Bank Relevance Demands Challenger Mindset, Not Just Tech
No amount of technology or marketing will make a bank relevant without a challenger mindset. Culture determines whether innovation ever reaches the customer. We discuss this with @EFulwiler, CEO of Rival. Watch the full episode: https://t.co/Y31f7tnfQ6 https://t.co/hmRJoRouya
Minor Rate Shift Not Truly Hawkish
in what world could revising up your dot which is ~100bps below OIS to ~50bps below OIS be considered “turning hawkish”?
Soft CPI at 2.4% Signals Declining Inflation Trend
Last week’s CPI report came in soft at 2.4%, which was understandably well received by the bond market. The Truflation index, which has plummeted to a 0.7% year-over-year rate of change, hinted at a softer turn for the CPI. https://t.co/ZsIPypfaNW
Outthink Disruption: Leaders Build Tomorrow's Innovations
I’m excited to keynote at @xRedThreadx on March 14, 2PM at the LINE Hotel. I’ll share how leaders can outthink disruption—and build what’s next. Looking forward to connecting with fellow Outthinkers and innovators. #RedThreadX #Innovation #Strategy #Leadership #Outthinker https://t.co/FwYxqch81L
Global Founders Discuss Lean Startup, AI, Lasting Impact
Great conversation with @MattWilkerson and @Extern community on Lean Startup, AI, and long-term thinking in building companies that last. Always energizing to see a global audience of young founders, Seoul to US to Italy. Appreciate the thoughtful questions about Incorruptible....
Neobank Middle Class Repriced: Acquisitions Turn Users Into Infrastructure
Two massive neobank acquisitions just happened. Stash sold to Grab for $425M (below its $747M raised) and Step got acquired by MrBeast. The neobank middle class is getting repriced: if you can't hit escape velocity, you become infrastructure for someone else's...
EUR/USD Tests Yearly Open Support, Decision Ahead
Euro Short-term Outlook: EUR/USD Slides into Yearly Open Support – Decision Time https://t.co/SHnGwyQMrX $EURUSD Daily & 240min Charts https://t.co/2Uu9a1yink
From Software to Robots: Making Automation Affordable and Deployable
🎙️ Evan Beard is the co-founder and CEO of Standard Bots , building AI-trained industrial robot arms designed to automate real factory work, not demos: In this episode, Evan shares a founder path that started in software startups and Y...
Walmart CEO: Tariffs Gone, Wages Drive Pricing
"If you refer to those Walmart earnings. The CEO saying that tariffs are no longer an issue when it comes to pricing, but rather wages and income…" https://t.co/0OABeT0az6 #federalreserve #powell #dimartinobooth #kevinwarsh #economy #schwab https://t.co/VX4my3zpe8
Altesa Secures $75M for Lung Drug, Led by Ex‑Trump Official
Altesa, run by former Trump official, raises $75M for well-traveled lung drug https://t.co/bUx5dcvNJy by @gwendolynawu #biotech #startups
Hiring Process Demands Absurdly Many Manual Steps
company: upload your resume, re-enter everything manually, complete this 120-question personality test, record a fun 2-minute video about yourself, and provide 7 references applicant: https://t.co/OdaxWQ6T1p
Invest in Productive Assets, Not Mere Appreciation
I wrote a short opinion piece in response to the idea that Buffett has been wrong about gold and Bitcoin. Buffett's core argument is that you should build a portfolio around "productive" cash flow generating assets. Don't buy land and...
Jobless Claims Stay Low, Equilibrium Unchanged
Jobless claims update: Another week of low initial claims and stable continuing claims, suggesting no change in the low-hire, low-fire equilibrium. https://t.co/umbJshwxL5
Claude Code's Rise Shows Coding Is Nearly Solved
Claude Code launched just one year ago. Today it writes 4% of all GitHub commits, and DAU 2x'd last month alone. In my conversation with @bcherny, creator and head of Claude Code, we dig into: 🔸 Why he considers coding "largely solved" 🔸...
Technical Founder‑Led Pre‑AI Software Firms Are Grossly Undervalued
Scaled pre-AI software companies led by technical founders that are still very engaged in the business are probably some of the most undervalued companies in the world right now
From $4B Deal
He made $4B for his old firm and $900M for himself. Then sued to break a noncompete—and launched a hedge fund that gained 20% in year one.
30‑Year TIPS Auction Pressures Long‑End Breakevens
Long-end breakevens have been under pressure with a brand new 30y TIPS ($9B) up for auction later today. This will be it for the long end though. Rest of the month is front (2s) and belly (5s &...
Stillwell Pushes Buybacks, Director Nomination as LSBK Climbs
$LSBK has performed well over the 6 months since Stillwell filed a 13D (+22%) Stillwell (owns ~10%) is making his next move: nominating a director for the 2026 AGM and pushing for buybacks while the stock trades below TBV. He also warned...
Miran Says Stronger Labor, Goods Inflation May Raise 2026 Dot
Stephen Miran, long viewed as the Fed’s arch dove, tells The Peg that firm labour data and a pickup in goods inflation could justify revising his 2026 dot higher. https://t.co/qevsjpOlwA
Wells Fargo Confirms No Hidden Incentives in $1.4B Loan Sale
Finian O'Shea of Wells Fargo just asked this question on this morning's $OBDC conference call and mgmt confirmed nothing behind the scenes, no bonus economics or shenanigans behind the $1.4bn private credit loan sale at par value to 4 institutional...
YC Backs 20% of $5B+ Startups Since 2012
New @ThePeelPod with @GarryTan YC has invested in 20% of all startups worth $5B+ started since 2012. We talked for 83 minutes on the past, present, and future of YC. Thanks @numeral and @FlexSuperApp for sponsoring this one Timestamps: 0:05 Moving from Winnipeg to...
Airbus Space Rebounds 16% Revenue, Eyes Merger
.@AirbusSpace, after annus horribilis in 2024, reports 16% increase in revenue and return to profitability in 2025. Parent @Airbus says preparations for space merger with @Thales_Alenia_S @LDO_Space continue. @defis_eu @esa @EutelsatGroup. https://t.co/hqR8FTeOcS https://t.co/R22dQJ3mJk
Legalmiga Library Becomes Trusted Partner for Women Founders
Proud to share that The Legalmiga Library® is officially an Entreprenista Approved Partner. ✨ @entreprenistas supports ambitious women founders, and this recognition means our legal templates and resources are trusted to help real businesses protect what they’re building. The Library was created...
Sunway‑IJM Merger Threatens Malaysia’s Construction Competition
Is Malaysia about to witness a construction monopoly? A "too big to fail" monopoly. 🏗️ The proposed Sunway-IJM merger is under fire for its potential to stifle competition and inflate costs. Here is the 5-point TL;DR on why this deal needs a rethink. 🧵👇
Turn Weekly Annoyances Into Profitable Product Ideas
The day you will stop asking “what should I build?” And start asking “what annoys me every week?” You’ll naturally find ideas people would actually pay for.
Context Determines Whether Solo or Co‑Founding Wins
It is better to be single or attached? Well, do you mean in a toxic relationship or a loving supportive one? Context always matters. Now do this one: Is it better to be a single founder or a co-founder?
AI Productivity Gains Pave Way for Fed Rate Cut
The combination of decent economic data (see last week’s employment data) and the softer inflation report might be anecdotal evidence that the promise of an AI-driven productivity boom (which would lift the economy’s non-inflationary speed limit) is becoming a reality....
Earnings and Dividends Now Power Half of Market Gains
One positive aspect of the evolution of this market cycle has been how the market has become less reliant on multiple expansion. Earnings and dividends now comprise almost half of the cumulative gains since October 2022, with the P/E expansion...
German ECB Critics Exit Over Fiscal‑Support Shift
Only actions matter, not words. The actions: Germans who stand for separation of monetary and fiscal policies (Jens Weidmann, Axel Weber, Jürgen Starck) left the ECB due to its drift into fiscal support for high-debt countries. The ECB is losing...
Master SPV Terms: Build Trust & Clear Fee Communication
Chatting all things SPVs today with @JuliaGKrieger and the @sydecario team. Join us in a few hours as we discuss: - How LPs evaluate SPV terms - What builds trust (vs raises red flags) - How managers communicate fees clearly and credibly. -...
Bipartisan Push for 3% GDP Deficit Cap Gains Momentum
I Love and Endorse the Bipartisan 3 % of GDP Budget Deficit Solution In the House of Representatives there is now a bipartisan bill in the works to enact, and a growing agreement that we need, a 3% cap on the budget...
Your Brand Lives in the Final‑mile Delivery
Even if you obsess over sourcing and inventory turns, the people who deliver define your brand. Final-mile delivery is often the only human interaction customers see. If that sofa sits in the rain, nothing else matters: https://t.co/6dKPqYm7fN #FinalMileDelivery https://t.co/TTBSHQWArG
Bears Outnumber Bulls as Jobless Claims Hit Year Low
More bears than bulls in the AAII poll, first time since the late November low. Also, initial jobless claims at the lowest level this year. Not the worst combo. https://t.co/eMyO6gjFm0
Redistribution Has Actually Grown, Contrary to Stingy Myths
One of the responses I got to my AI and the human touch piece was to claim it was absurd to imagine the government would redistribute more in the event of worse outcomes for some because the US is so...
Weaponizing Tariffs Invites Expectations to Weaponize Energy
This is what happens when you weaponize tariffs and international alliances: people will assume you would also weaponize energy exports.
Seek 5% Annual Edge, Keep Cash Out
Francois Rochon on being fully invested "If we continue to find companies that we believe can do five percentage points better than that on an annualized basis over many years, why would we hold cash?"
Turn a Quitter Into an Upgrade with a 3‑Week System
Someone on your team will quit this year. You may not need to replace them. Most of what they do daily is repeatable process. Not magic. Not instinct. Process. Here's a 3-week system that turns a departure into an upgrade: 🧵
Global Markets Outperform S&P, Gap Widens in 2025
The ex-U.S. trade is finally working Every major country is outperforming the S&P 500 this year The gap since the start of 2025 is widening Germany & South Korea haveoutperformed over the past 5 yrs Will it last? https://t.co/WxrRxkwriN https://t.co/JKBVG5eT39
Idle Cash Loses Value Faster than Market Dips
📊 "Person A has $125K which has been sitting comfortably in a bank account for 5 years now. Person B had $3M, but this is now reduced to $1.5M due to market volatility and taking risks in the market. Both started with...
Urgent Buyers, Internal Use Prove True Product‑Market Fit
My top 7 takeaways from my chat with Adam Markowitz who built Drata from from zero to $100M ARR in 4 years (8,000+ customers): 1. Product-market fit shows in buyer urgency, not just signups. Adam's edtech startup took years to...
Beginner's Guide: All 11 SPDR S&P 500 Sector ETFs
📊 If you are a beginner and want to learn the key Sector ETFs to track. Below is a good starting point. Here is the full suite of SPDR S&P 500 Sector ETFs from State Street: $XLK – Technology $XLC – Communication Services $XLY...
Sudan's Pound Plummets 27%, Ranks 6th Worst
On this week's Hanke's #CurrencyWatchlist, the Sudanese pound ranks as the WORLD'S 6TH WORST currency. The Sudanese pound has depreciated by over 27% against the USD in the past year. IT’S TIME TO DUMP THE SUDANESE POUND & REPLACE IT WITH THE US...
Philadelphia Fed: Economic Activity Rises While Inflation Falls
Philly Fed survey just out. Activity UP, prices DOWN. Not too bad. See attached https://t.co/lodqOUkSnH
HR Must Balance Human and Machine Intelligence
Human and machine intelligence: what #HR must govern @TPShub https://t.co/1lGyQbILYf #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Trade the Range Now, Skip Breakout Expectations
📺 STOP WAITING FOR THE BREAKOUT, TRADE THE RANGE FOR NOW Get today's newsletter: https://t.co/Rqp84Wg39F My core message to everyone today: stop expecting big follow-through and start trading the range that’s actually in front of you. That’s the environment right now: quick pushes,...
Deutsche Börse's €5.3B Allfunds Deal Creates Integrated DMI
Deutsche Börse is acquiring Allfunds for €5.3B, marking the largest infrastructure deal of 2026. Advancing towards a vertically integrated Digital Market Infrastructure (DMI). From clearing to owning the digital ledger of the entire fund lifecycle. Deutsche Börse Group and Allfunds Group Sign...
China’s Growth Model Shift Faces Deep Structural Hurdles
Now that there is a consensus on what has caused the imbalances and why they are so damaging to China and to the global economy, we have to begin to understand just why it will be so difficult for China...
India Bypasses US, Secures 114 French Rafale Jets
India isn’t waiting on Washington. It just signed a deal for 114 Rafale jets from France. This is more evidence that India is pivoting away from Trump’s threats from the US. https://t.co/kHtF1xgjEs
China’s Hidden Subsidies Dwarf IMF’s 4% Estimate
FT: “The IMF estimated that China spends about 4 per cent of its GDP subsidising companies in critical sectors, and said it should reduce that by 2 percentage points in the medium term.” This is a start, of course, but just...
Trump Mulls Dropping Canada for Mexico Trade Deal
In our story today about Trump considering ditching Canada and doing trade deal with Mexico alone, we have exclusive reporting about the motivations behind the bridge debacle right at the top of the story. Gift link https://t.co/Al8Cm6RllY