Tackling Inflation Amid Climate Disasters and Fuel Shocks
How do you manage inflation when it’s driven by climate disasters and overseas fuel shocks? #energysky -- via Renew Economy: https://t.co/tJ9mprNoR3 https://t.co/PGFvKK16pt
Rising Fertilizer Costs Threaten Food Budgets for 500 M
Lots of emphasis on rising fertilizer prices in the US but food is a small part of budgets in the developed world. It's around 40% of the CPI basket in Bangladesh, Thailand, Ghana and Nigeria. That's 500 MILLION people. https://t.co/g5gtlNlsWN...
When Change Management and PMO Fail, Vendors Hide Risks
Change management efforts are ineffective, and the PMO isn't helping with governance. Vendors assure everything's fine until risks appear unexpectedly, causing delays. It's like the fox guarding the henhouse.#ProjectManagement #ChangeManagement #VendorManagement https://t.co/0nf4lXtLut
Integrity, Effort, Care: Simple Rules Drive Sustainable Performance
Simple rules often outperform complex frameworks. “Do the right thing, do the best you can, and show people you care” sounds basic—but it’s operationally demanding. Integrity defines direction. Effort defines execution. Care defines trust. Remove any one of the three,...
Subscriptions Generate 700× More Revenue than Ads
Adsense is incredibly low amounts of money Photo AI would make $150/month with 156,000 visitors ($1 CPM) Now it makes $110,000/month with subscriptions instead so about 700x more
Hormuz Blockade's Impact Varies: Short-Term Mild, Long-Term Catastrophic
On intensity, absolutely true. I think the overall effect will be less than the energy shocks of the 1970s if this ends **today** but if the Hormuz stoppage stretches out for months it'll blow the other two out of the water.
Energy Surge Deepens Fed Transition Crisis for Warsh
The run-up in energy prices is making a very awkward Fed transition even more fraught. This was already complicated. Kevin Warsh's confirmation is stalled by the DOJ probe and the Tillis blockade. Plus, unlike every incoming Fed chair since Volcker, Warsh...
China Won’t Extend Formal Security Guarantee to Iran
Based on my understanding, Beijing will try its best to mediate the conflict for the sake of its own economic interests, but the probability of it extending a security guarantee to Iran is extremely low. China’s foreign policy remains fundamentally anchored...
Gold's Drop Signals Tight Policy, Not Liquidations
Seeing a narrative going around that gold is selling off because everyone is getting liquidated. Please. If that were the case, people would be selling stocks first. Gold is leading the downside. To me, this still looks like a market pricing in an extremely...
Kharg Island Seizure Won’t Halt Iran’s Oil Exports
[MUST READ] Iran’s Kharg Island - U.S. seizure would not necessarily end exports or re-open the Strait: https://t.co/yRYH1g1UAM
Embrace Uncertainty, Stay Humble, Keep Learning to Succeed
Before Smart Bear: I always had doubts, I never felt confident, I almost broke down several times and gave up, I had to be convinced just to do the second startup, I'm terrible at time-management, I didn't know anything about accounting...
Sri Lanka Refuses US Request to Base Fighter Jets
Sri Lanka has denied a US request to land fighter jets for Trump’s Iran war. TRUMP & THE US = COLLECTING ENEMIES BY THE BUSHEL. https://t.co/zyC7L7xJau
Find USD-Paid Remote Jobs on My Portal
Just remember, if you're looking for a Remote Job that pays in USD, check out the Remote Role Portal on my website. I have a list of job boards that just deal in Remote jobs. A list of companies that...
Indian Tanker Pays in Yuan, Signaling Petro‑Yuan Market Rise
And Indian tanker has reportedly paid in Chinese yuan. Welcome to the #petroYuan market (thanks donald)
DLO's Post-IPO Multiples Keep Compressing To
New to the name... why have multiples continued to compress since IPO? 13x next years earnings $DLO
Cultivating Excellence in Others Requires Hard Work
Nvidia CEO: There are a lot of things in life that I think you can learn and you just have to be given the opportunity to learn it. Do not give up on people. Demanding excellence from others is easy...
AI and Cloud Demand New, Stronger Leadership
The rise of AI and cloud adoption calls for evolved leadership. If the old ways aren't working, it's an opportunity to bring in stronger, more effective leaders who can guide the way forward. #Leadership #FutureOfWork https://t.co/yNROGay3dk
Trump Pushes Managed Trade Strategy Before Xi Meeting
What is the managed approach to trade that Donald Trump's administration is seeking with China, as both sides work towards the US president's potential meeting with Chinese leader Xi Jinping in the coming weeks? What is a 'Board of Trade'? https://t.co/7KSQgnuNxR
Asian Markets Plunge 3-4% on Shaky Monday
Had a short window to record this as we go live this Monday. Just to show: markets are in really bad shape this Monday. Japan and Korea are down 3-4% https://t.co/qr5MVM9jzS
Focus Bridges the Adoption Gap Between Visionaries and Pragmatists
Careers rarely unfold in a straight line. Mine certainly did not. I began as an English major, earned a doctorate in medieval and Renaissance literature, taught for four years, then left academia for high tech. That path eventually led me...
AI Personal Agents Now Communicating Between Employees and CEOs
“Employees have started using personal agent tools such as My Claw that have access to their chat logs and work files and can go talk to colleagues—or their colleagues’ own personal agents—on their behalf, the people said” Mark Zuckerberg is building...
Thailand Revives Mothballed Coal Plants, Curbing LNG Prices
More evidence of Asian counties performing a LNG-to-coal fuel switch: Thailand has reactivated two coal-fired units that had been mothballed. The switch is important to put a lid on global LNG (and European gas) prices. https://t.co/qqyd5NrZQ8
US Debt Surge Mirrors 1980s Argentine Crisis
In 1973, US debt/GDP was 31%...today it's 122%. US fiscal deficit/GDP was 1%...today, it's 6% on its way to 8-10% (or more if the war drags on.) Translation: "That 70s Show" will feel like "1980s Argentina with US characteristics."
Founders Thrive With Simple Workspace, Not More Features
I ran a simple experiment with 6 solo founders: No new tools. No templates. Just: one shared workspace AI “teammates” that remembered every convo a sequenced checklist from “idea” → “customer interviews” Result after 2 weeks: Less context-switching. More actual founder work getting done. The lesson: Founders don’t need...
Poste Italiane Bids €10.8bn for Telecom Italia
The re-Post Officication of telecoms was not something I expected to read this morning: Poste Italiane launches €10.8bn bid for Telecom Italia via @FT https://t.co/gR3vmnrlkX
Founders Should Code Their MVP First, Even Roughly
Founder-Led Coding: Something that I think we’re about to see pretty often with the massive increase of entrepreneurial but non-technical founders who can use AI code gen to build their v1 products we’re about to see founder led coding. Founder led sales:...
Lean Succeeds only when All Performance Dimensions Are Embraced
“Performance success is multifaceted. Unless companies’ #Lean adoptions imbibe *all* the various dimensions of performance, they are unlikely to enjoy the true benefits of Lean.” 💡 https://t.co/icZPxfs4Jy #processimprovement #businessprocessmanagement https://t.co/1axGDTg3FJ
Success Needs Both Luck and Hard Work
1/2 the startup world belie their narcissistic bloated egos saying “it’s 90% genius,” while 1/2 excuse their lack of success or progress as “it’s 90% luck”. In fact they’re both right. Without luck you’re born a serf in a remote region...
Video‑warmed Leads 1.6× More Likely to Convert
🎥 #B2B “video‑warmed members are 1.6X more likely to open a lead-gen form within a 30‑day nurture window. That’s buyability in action —marketing that builds momentum toward revenue, not just awareness.” #Newfronts LinkedIn for Marketing
AI‑first Workflow Builds $10k/Mo E‑com Brand
How To Build A $10,000/mo AI Ecom Brand in 2026 (Full Guide) WATCH HERE 👉 https://t.co/VuFsAF4ETI The "Old Way" of E-commerce is dead. In 2026, if your store looks like "dropshipping," it won't convert. I’m showing you the exact AI-first workflow...
Highlight the Middle Tier to Boost High‑value Deals
Founders: Price anchoring framework that works: 1. Show 3 tiers 2. Make middle tier 2.2x bottom tier 3. Make top tier 1.8x middle tier 4. Add 3 unique features per tier 5. Highlight middle tier Psychology = more deals at higher ACV.
John Ternus Emerges as Apple’s Likely Next CEO
THE BIG TAKE: As Apple turns 50, the wheels of succession are in motion. John Ternus is the company's "nice guy" CEO heir apparent. The most in-depth look at Ternus, his growing empire and Apple’s Tim Cook succession plans to...
Whiteboard Tactics Unlock NHS Negotiation Success
The Whiteboard Windfall: A Lesson in NHS Negotiations by @Timothy_Hughes https://t.co/2JqnBxsbKP @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Marketing #SalesNegotiation https://t.co/QfAUP3Lf1B
GStack Offers Just a Fraction of YC Batch Intensity
GStack is only 10% power of what it's like to actually come and go through a Y Combinator batch
AI Codegen Hype Ignores Deployment, Observability, and Reliability
The chatter about generating code with AI tools feels stuck at the "basic" level of... well, codegen, plus (perhaps) reviews and testing. I hear close to little talk about the things that come right after generating code: deploying, canarying, o11y, SLOs,...
Turn Life's Problems Into Puzzle Gems for Growth
There is nothing more important than understanding how reality works and how to deal with it. The state of mind you bring to this process makes all the difference. I have found it helpful to think of my life as...
Polymarket Predicts 28% Chance Hormuz Reopens by April
Polymarket, a large prediction market, shows only a 28% chance that the Strait of Hormuz will open for normal traffic by the end of April. TRUMP & NETANYAHU’S WAR ON IRAN = MASSIVE COSTS. https://t.co/slk6gIZTUJ
Key S&P Level Threatens 2008‑Style Crash
It's good to have eyes wide open...just in case Crash Risk: 2008-Type Waterfall Level Is Here Rising oil, yields & dollar are increasing market stress. VIX has a persistent bid. A key $SPX level could trigger either a bounce OR a sharp "2008-style"...
Weak Stock Prices Fueled 2015, 2018 Buybacks, M&A
BofA: Weaker stock prices were behind the jump in share buybacks and M&A spending in 2015 and 2018. https://t.co/zOxaox8YSB
Iran's Petrodollar Attack Meets 10 M
"Iran is going after the petrodollar system" Brother, they've already shut in 10 million barrels per day of Gulf crude oil production capacity. What petro?
Oil Shock Could Trigger Bond Market Turmoil, Warns FT
The Financial Times’ Katie Martin: “It is hard, in that environment, to pick the market moves that really matter. This week’s wild ride in UK government bonds is, I think, one of them. It is an early warning sign of...
Organic Traffic Demands Years of Daily Content Creation
Everyone wants to own a business built on organic traffic (rather than paid ads). The problem is, no one wants to write organic content every single day for 3 years.
Airlines' Abandoned Fuel Hedges Signal Rising Ticket Prices
Oh no! US airlines are no longer hedged against oil price shocks. Now we will all be paying in higher fares. Just like PJM states who didn't hedge against the recent increase. And California in 2000-2001. Hindsight is 20-20 but...
Xi Pushes RMB as Global Reserve Amid U.S. Isolation
The U.S. is accumulating enemies faster than you can shake a stick. Chinese President Xi SEES AN OPENING. Xi has made a new push the renminbi to be a global reserve currency. https://t.co/qMpgMEp3Fo
Fed Will Prioritize Inflation Amid Oil Shock, Unless Markets Worsen
I mostly agree w/@biancoresearch here. Covid, tariffs and Iran all had elements of supply shock. Covid's came with a demand shock too so inflation dominated Fed response. Tariffs were 2-sided; Fed first prioritized inflation, then growth. w/oil, will prob prioritize...
Map Processes, Automate, Save Fivefold on Resources
101 of ai automations or agents for founders: Hire somebody to do it manually. Map out all the processes. Build automations around it. You can save 5x on resources.
Deliver Real Value First, Then Pitch—VC Gold
possibly the sharpest VC marketing move I've seen... @garrytan ships 15 claude code skills, the repo hits 37k stars and 4.6k forks, then -- only after delivering real value - drops the pitch, bravo 👏: https://t.co/5Vz4Or0r6T
Markets Reprice Inflation Shock, Not Recession Fears
1/4 Yesterday I posted the thread below arguing that the market is repricing an inflation shock, not a recession scare. 10-year yields are rising, bond volatility is exploding, inflation expectations are jumping, and Fed pricing has swung from cuts toward hikes. Follow up...
All Paths Lead to Rethinking Success and Well‑Being
I read three books yesterday. One about founder mental health, one by hiking monks, one about quitting the default path. All three are about the same thing. https://t.co/WBnSqSVEnD
Fewer Startup Ad Budgets Lower Auction Prices
yall realize if startups start spending less on paid marketing, the auction numbers get less competitive and anyone who actually does paid marketing can do it more cheaply if there are less players, right? no one says what they actually...