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
Dollar Climbs vs G10, Stays Weak vs EM
The Dollar is up sharply in recent days. But this rise is only happening versus the G10 (blue). The Dollar remains near its recent lows versus EM (black) and that's what you want to watch for future Dollar direction. We're...
North America Leads Dollar Decline, Europe Holds Firm
FX Market Awaits North American Leadership: The North American market took the dollar lower on Tuesday, and there was little follow through selling. Yesterday, the dollar as bid in North America and rather than resist, European more than Asia Pacific…...
Equity Futures Slip, Yields Rise Slightly Ahead of Jobless Claims
Thursday: Equity futures lower, treasury yields edge higher by 1-2 bps and dollar steady. Jobless claims in focus today.
Mixed Currency Moves Amid Rising Iran War Risk
Hello Traders 📉 Stock futures🔻Iran war risk grows, Russia complains about Cuba oil blockade 🇺🇸 USD 🔄 mixed ahead of jobless claims, Philly Fed & trade 🇪🇺 EUR 🔻 despite stronger current account 🇨🇦 CAD ⬆️ supported by higher oil prices 🇬🇧 GBP 🔻 slides...
China's Auto Export Surge Hits EU Markets, Tariffs Powerless
China's auto exports went vertical in Dec. '25. All those cars go to EM (red), not the G10 (blue). That complicates EU efforts to protect its car makers. China's export surge is decimating EU export markets. There's not much EU...
Trump Mulls US‑Canada‑Mexico Trade Deal Excluding Canada
Trump Mulls a North American Trade Pact Without Canada Exclusive reporting together with @AnaSwanson & @tylerpager on how we may be on our way to a USM and a USCA - if that. #cdnpoli #usmca https://t.co/Al8Cm6RllY via @NYTimes
Retail Private Credit Set to Reach Trillions, Threaten Industry
The volume of retail-focused private credit funds has ballooned over the last few years, and is expected to grow to trillions of dollars of assets in that next few years. This points to why this could challenge the broader industry:...
Fractional CISO: Full Accountability, 24/7 Availability
Fractional CISO does not mean fractional accountability. Every client I work with has my cell phone. Security incidents do not respect office hours, and advisory only works if there is shared ownership.
Retail Investors Dump $8.3B, Near‑Historic Outflows
BofA Clients Sold Stocks at Near-Historic Levels via Bbrg: “Clients dumped US equities last week, with outflows reaching near-historic levels.” “Outflows were the *third highest* since records began in 2008.” [$8.3 Billion] *Who will be right: Retail/HFs or Institutions?
India's Exports Surge Despite Higher US Tariffs
From the World Bank’s Global Economic Prospects: Indian merchandise exports rose despite higher US tariffs. MODI’S ON A ROLL. https://t.co/yxKowcoHyv
Refund Fast, Replace Faster: Keep Customers Happy
Entrepreneurs: if a customer asks for a refund, give it to them immediately and REPLACE them swiftly.
Build SaaS From Problems You Already Live
luca.restagno.dev startup founder Most founders fail because they chase ideas. The best SaaS products come from a much simpler place: You already know the problem. You already use the tools. You already see what's broken. Here's how to spot YOUR perfect opportunity 👇 --- luca.restagno.dev startup founder Author After I sold my...
Propane Industry Deep Dive Reveals Hidden Value
One of the best deep dives I’ve seen recently is on the “boring” propane industry, by Emeth Value Capital. Covers regulation, supply & demand, and detailed public company breakdowns. Also part of the $SPB.TO pitch. If you like learning new industries, this...
FPIs Add ₹14,000 Cr Equity in February
FPIs have finally started some buying, it looks like - in equity, they've added about 14,000 cr. in Feb this far: https://t.co/6Ag6kWbKnh
Digitising Work: Preserving Dignity and Desirability
#Dignity and #Desirability in Work #Digitisation @ABPsychologists https://t.co/mQ785u4nrv #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
European Spies Say Russia Isn’t Seeking Peace, Talks Futile
“European intelligence chiefs are pessimistic about the chances of an agreement being reached this year to end Russia's war in Ukraine, despite Donald Trump's assertions that U.S.-brokered talks have brought the prospect of a deal ‘reasonably close’. The heads of five...
Embedding AI Requires Culture, Process, Not Just Pilots
From isolated experimentation to embedded capability, culture, process, and incentives as the true transformation levers In boardrooms across industries, the same slide appears with reassuring regularity: a grid of successful AI pilots. A fraud model that lifted detection rates. A...
Takeovers and Venue Shifts Hollow Out UK Market
Not much News again. All these Takeovers and changes of Listing Venue have really hollowed out the UK market.
Quant Hedge Fund Alpha Closes After 25 Years
A $2 billion quantitative hedge fund that recently added “Alpha” to its name, is calling it quits after three consecutive years of losses and roughly 25-year run https://t.co/69PJrwEni7
Three Multinationals Generate Half of Ireland's 2024 Tax Revenue
Ireland’s corporation tax receipts have become increasingly concentrated with just three multinational companies accounting for almost half of all of the revenue stream in 2024, watchdog warns https://t.co/of9w2dPPpV via @livfletcher_ https://t.co/iNNIyP8iwQ
Fuel Subsidy Masks Real Service Cost Surge
1.6% is a statistical illusion for the urban middle class While headline inflation is stable, the "unprotected" service sector is aggressive: Personal Care & Misc. → 6.6% Education → 3.2% Cause→Effect: Subsidized fuel (-0.7%) masks the reality of rising service labor costs. If you...
India's 6.5% Growth Beats China, Fastest Major Economy
As the World Bank notes, India is the fastest-growing major economy. India's growth rate of 6.5% is even outpacing China's. https://t.co/3S7a6Z6LbT
Self‑funded Risk and Standards Built $100M Wellness Brand
She built a $100M wellness brand after doctors gave her codeine and no plan. Siff Haider and her husband launched Arrae in 2020 with two products, funded it with their wedding savings, and hit $1M in nine months without raising capital. They...
Nikkei Rises; Buy Nikkei ETF Amid FX Risks
Nikkei +0.71%; real estate, banks, textiles led; VIX-Nikkei 27.89. Leaders: Yokohama Rubber, Omron. Risks: FX (USD/JPY 155.11), commodity shocks. Trade: buy Nikkei ETF. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Expose All Product Surfaces to Empower Agentic Users
How well are you surfacing your product experiences to agents? Enjoying this Bengaluru Builder Day talk from @Swiggy's CTO that's looking at making all their surfaces available to agentic users. https://t.co/o6lDaMS5wd