History’s Empire Cycle Reveals Today’s Global Power Shift
Empires rise. Empires peak. Empires fall. Medieval thinkers understood the structural forces behind power, decline, and transition. Those same cycles are shaping the world today. Understand the pattern. Know what comes next. Read more at davidmurrin.co.uk #Geopolitics #EmpireCycles #History #Strategy #GlobalPower
Geopolitical Tension Drives Gold Surge—Position Now
Gold is on the move🔥 As tensions in the Middle East rise and Iran escalates, markets are reacting and gold is back in focus When uncertainty rises, gold shines ✨ Big moves could be ahead. The question is… are you positioned? Trade Gold with...
Gold Rallies 13% as Tech Stocks Stumble
While the Magnificent Seven tech stocks have SUFFERED in 2026, GOLD IS UP over 13%. It's time to turn away from SILLY VALLEY. BUY GOLD, WEAR DIAMONDS. https://t.co/PZTIJFhPOp
Sector Rotation Timing Yields Asset‑rich Returns
The Great Rotation: From Growth to Asset Rich Value My job is timing sector rotation & picking the best stocks long/short within it. That & sizing up macro event risk & market structure support. That's how I could time the...
AI Spending and Consumer Surge Mask Weak Underlying Growth
Recent top and bottom line (as well as profit margins) have been disproportionately impacted by massive AI cap spending and high end consumer spending. The former has a half life to it. The later may not be sustained if home and stock...
Collapse AppStack Into AppOS to Boost Developer Velocity
At #ZohoDay26, @Zoho CEO Mani Vembu makes the case to collapse AppStack layers into an AppOS. The goal is the same - #EntepriseAcceleration through higher developer velocity. https://t.co/e7JTmo1bS8
Retail Traders Set Record Demand on Citadel Platform
Citadel on flows, via Bbrg: Retail traders spent a record amount snapping up software shares on Citadel Securities’ platform, according to Scott Rubner, head of equity and equity derivatives strategy at the firm, which began tracking the data in 2017: “Net notional...
Markets Mirror Trump’s Shifting Policy Narratives
You just have to respect markets and the games they play Trump first term: Public is all about long Energy, short Solar.... Solar stocks go on an epic run Trump 2nd term: Tariffs going to crush International economies.... International stocks just thrashing...
De-Dollarization Undermines US Military Financing Power
De-Dollarization Threatens US Military Power The dollar’s role in global trade is shrinking. As it loses value, I see us losing influence and even military strength, because our military depends on financing powered by the dollar. The markets are already showing...
Seeing Bugs in IDE Boosts Fixes From 0% to 70%
“At Facebook, they found that when security vulnerabilities were reported as issues, nearly 0% got fixed. But when these same problems appeared directly in the developer’s IDE, where the red squiggles were difficult to ignore, fix rates jumped to around...
Top Invoicing Vendors Capture 55% Market Share
You don't get paid unless you invoice. Accurate, timely invoices. These are the top invoicing vendors used in software companies. Plus, honorable mentions just off the chart. Survey Highlights: - 57 invoicing solutions named - Top 5 solutions own 55%...
Zoho CEO Highlights Overwhelming System Complexity
Next up - @Zoho CEO Mani Vembu on the challenges of #ensw. In short. Too many systems. #ZohoDay26 https://t.co/VncJBRx1pr
CIOs Overrun SAP Migration; ERP Must Accelerate for AI
The 7 biggest S/4HANA migration hurdles — and how to overcome them https://t.co/6u9sHnY6rG My take: Many CIOs I speak w/ are accumulating SAP instances faster than they can combine/rationalize them. ERP industry needs to adapt to AI speed if it doesn’t want to...
UK Inflation Hits 2025 Low, Strengthening BoE Rate‑Cut Case
UK inflation slowed to its weakest level since March 2025, bolstering the case for an interest rate cut when the Bank of England meets next month https://t.co/yJqzpiJ61p via @irinaanghel12 @PhilAldrick https://t.co/a5Mov7Jkhv
Turnover Costs: Direct + Indirect Impacts Revealed
Cost of Turnover: Direct and Indirect #EmployeeTurnover Costs @perceptyx https://t.co/DN32GkyPrz #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
How Many VCs Should You Pitch for Seed?
Hey founders, when you raised your seed round, how many unique VC firms did you send your pitch?
ECB Study Finds Tariffs Sparked Minor China Trade Diversion
Tariffs caused just a small China trade diversion, ECB study shows https://t.co/2xTwmZXdG6 via @weberalexander https://t.co/NfggkusEyQ
Modern Treasury: Stripe‑style API for Corporate Cash Flows
This is a big deal. It's like Stripe but for moving money in and out of companies. You just call the API and Modern Treasury does the rest.
Equal‑Weighted S&P Nears Cap‑Weighted Levels Amid Broadening Market
The market has been broadening out nicely as of late, and since the April 2025 Tariff tantrum low, the equal-weighted S&P 500 index has almost caught up to the cap-weighted index (34% vs 38%). It has been good to see....
Successor Must Be Independent, Pro‑Europe After Surprise Resignation
Bank of France Governor Francois Villeroy de Galhau says his successor must be independent and committed to Europe after his early resignation gave President Emmanuel Macron a surprise opportunity to pick the next central bank chief https://t.co/VVGP1D9Dj6 via @WHorobin https://t.co/rmqeTU4qJ7
VCs Compelled to Request Founders' Identity Forms in California
Woke California is NUTS. VCs now have to ask founders to fill out this form about how they "identify". We're not even based in Ca but because we have 2 LPs & two portcos with offices in the PRC (People's...
Buyer Enablement Must Be Core, Not Afterthought
When I surveyed last week how marketing teams define their focus in support of sales, here’s how it broke down: • Brand and awareness primarily — 3% • Brand + pipeline generation — 32% • Those + lead-to-opportunity conversion —...
Apple Slashes Capex While Rivals Plan $630B Spend
While Amazon, Google, Meta, and Microsoft plan to spend a combined $630 billion on capital expenditures in 2026 - But Apple? Its expenditures actually dropped 17% last quarter https://t.co/LOWdQisHD1 #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/V5BVNB5Xyp
USD Coils Near Key Levels, Breakout Imminent
US Dollar Short-term Outlook: USD Coils Between Key Levels – Breakout Looms https://t.co/CxUMkIN5mg $DXY Daily & 240min Charts https://t.co/ILpuVkkqnw
Dayforce AI Simplifies Workforce, Lets You Focus
Shrinking workforce complexity with Dayforce AI so that you can do the work you are meant to do! https://t.co/96YMPZh4O1
Demand Surge Compresses Bond Spreads Despite Record Issuance
Record bond issuance. Record trading volumes. Tighter spreads. More supply should widen spreads. Instead buyers are so hungry that more issuance actually improves liquidity and compresses risk premiums. This works until it doesn’t.
Zero to $1M ARR: Hunt Whales, Share Journey,
I’ve bootstrapped $0 to $1M ARR three times. If I had to start over with no money and no personal brand, this is exactly how I’d hit $1M ARR in under 12 months: 1. Hunt whales in their natural habitat. Alina Vandenberghe...
Seeking Weird Consumer Startups—DM Me Your Demo
I'd love to invest in more founders building something weird in consumer. If that's you, shoot me a demo or link to the product. My DMs are open. :)
Prioritize Marketing and Sales Over Endless Feature Tweaking
You will naturally spend more time making features and tweaking design rather than marketing, sales, and facing the difficult truths about why customers are cancelling. That’s why you need special effort on those areas. The full roadmap: https://t.co/slGN2Hmjwb
Equities Up, Trend Flattens Amid 4% Yield, Rotation
As for the markets, last week the Dow briefly reached the 50k milestone while the S&P 500 continued to hang out just below 7,000. The 10-year yield has been flirting with 4% again and the terminal rate for the Fed’s...
Brilliant Founders Chase the Next Improvement, Not Accolades
This is what makes Lukas such a brilliant founder. It's not enough for him that an interview with the German Chancellor is using his SaaS. He's looking around for opportunities to make it even better and spots a sticker on...
Our Portfolios Stay Calm as Rivals Tumble
CHART OF THE DAY: Our Portfolios Are Experiencing Lower Volatility While The Competitors Are Crashing https://t.co/8ToxLIPXph via @hedgeye
Russia's Pipeline Strike Sparks Absurd Diesel Bans
Russia: bombs Ukraine, damages an oil pipeline to Europe. The collaborator regimes in Hungary and Slovakia: banning diesel shipments to Ukraine because Russia damaged the pipeline. The level of inhuman grotesque borders on stupid comedy.
WFIO Moments Fuel Founder Resilience and Future Wins
Every Founder has their WFIO moment. WFIO = We're F*cked. It's Over. The other day I was looking through old photos on my phone and found a picture of this receipt from ThirstyBear on Howard Street. It was June of 2013. And my...
Major M&A Moves: IHS, MCW Deals and New IPO
Today's M&A and SPAC notes $IHS to be acquired by MTN Group for $8.50 cash, 3.3% premium, $6.2 billion $MCW to be acquired by Leonard Green & Partners for $7.00 cash, 16.5% premium, $3.1 billion $POLE / StoreDot deal terminated $AACIU $225 million IPO https://t.co/ugQ3GsLFCw
Tech Alone Won’t Drive AI; Practices Must Evolve
RT I compare this genAI moment to early web and cloud eraswhen transformation only happened after we changed practices (agile, DevOps, design thinking), not just technology. Same story, new stakes. #CIO #AI #DigitalTransformation @Star_CIO https://t.co/xfrVmpSIJN
AI May Reverse Dilution From Slowing Revenue Growth
Your slowing revenue growth has created a stock-based comp (dilution) problem AI is destroying software multiples, but it may also be the only thing that can solve our dilution problem. https://t.co/8EiZueMtNK
EU Parliament Bans AI Chatbots over US Data Security Concerns
The European Parliament banned AI chatbots like Claude and Copilot from lawmakers' devices, citing cybersecurity risks from cloud data uploads to US firms https://t.co/KCPJ57Qqs1 #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/uigKl4zdY7
Anthropic to Spend $80B on Cloud Partners by 2029
Anthropic expects to pay Amazon, Google, and Microsoft at least $80B through 2029 to run Claude on their cloud servers; cloud providers get a cut of Anthropic's AI sales revenue https://t.co/cMedWWo2tz #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/sDR7IGPcsA
Critical Minerals and Energy Drive Global Economic Competitiveness
Very good meeting with 🇺🇸 US Assistant Secretary of State for Economic, Energy & Business Affairs @CalebOrr__ We discussed developments in global energy markets, the importance of critical minerals for energy & economic security and energy’s role in boosting competitiveness https://t.co/Z4YDq3jEJG
Roku Hires Former Snap, Meta Exec to Lead Ads
Roku taps Patrick Harris, a veteran of Snap and Meta, to run advertising sales.... https://t.co/0mYOElGbjg via @variety
Early Funding for Diverse Founders Who Dream Big
We founded Harlem Capital because the world is better when everyone is encouraged to dream big. Winners can come from everywhere but need support to reach their full potential. We invest $1.0M to $2.5M in startups before success is obvious. All Winners Welcome....
Werner Shifts One-Way Truckload to Expedited, Niche Routes
Werner Enterprises is restructuring its one-way truckload business to prioritize expedited routes & specialized verticals https://t.co/kdaSliDWS9 @TruckingDive and noted in today's WSJ Logistics newsletter.
CLOs Bet on Yield While AI Threatens Software Holdings
This is the CLO market right now: Sellers: AI will destroy these businesses Buyers: Thanks for the yield Software is the largest sector in CLO portfolios globally. 10-15% concentration. Nearly half mature in the next 3 years. Someone here is wrong.
Rippling Shows How B2B Brands Blend Big and Scrappy Marketing
How to build a B2B brand that stands out: Rippling edition. You are always asking for examples of B2B brands that are doing great marketing. You're tired of hearing about how Liquid Death and Apple and Nike are THE GOLD...
ZM Poised for Upside with Buyback, Growth, Cheap Valuation
- Anthropic catalyst - Pouring cash into buyback w/ conservative balance sheet - 5% annual gross profit growth since EOY 2022 - stock trading below 17x EV/EBIT per @fiscal_ai Very interesting set-up for $ZM over next couple of years https://t.co/75MsUcEE1b
FinTechs Become Latin America’s SME Financial Operating System
Latin America’s small businesses don’t lack ambition. They lack liquidity. FinTechs are stepping in to close persistent cash flow gaps with smarter underwriting, real-time data and embedded finance solutions. The real opportunity isn’t just lending. It’s becoming the financial operating system for...
Harlem Capital: Early Funding for AI-Building Visionaries
In 2015 we started @HarlemCapital to change who gets to win. Not as a slogan, but as a standard. Ten years later, that standard has become a platform for identifying exceptional founders early and helping them build generational companies. We invest $1.0M to...
Dollar Holds Firm Despite Weak Conviction and Recent Lows
US Dollar is Mostly Firmer, amid Weak Conviction: The US dollar was sold to new session lows against several currency pairs late in the North American afternoon yesterday, but there has been little follow-through today. The greenback is firmer against…...
Upcoming UST Auctions May Cool Rally, Create Opportunity
Busy UST auction schedule in the next eight days could finally slowdown the rally a bit and offer an opportunity. Brand new 20s ($16B) today, new 30y TIPS tomorrow ($9B), and regular size/schedule 2s, 5s and 7s next week.