Wheat Export Inspections Outpace USDA Target by 59M Bushels
Marketing year to date #wheat export inspections exceed the seasonal pace needed to hit USDA's target by 59 million bushels, versus 61 million the previous week. #oatt
Nvidia, Khosla Invest $200M to Power Instant Multilingual AI Agents
Nvidia and Khosla just put $200M into @polyaivoice, and looking at the stats, it makes sense. They already handle 500M+ calls for giants like Marriott & PG&E. Now, you can build a 45-language agent in 5 mins just from a URL. Massive...
Iran Shuts Hormuz for Drills Amid US Nuclear Talks
"Iran says it temporarily closed the Strait of Hormuz as it held more indirect talks with the US." https://t.co/Ek0ckZEw6N Iran announced the temporary closure of the Strait of Hormuzon Tuesday for live fire drills in a rare show of force as its...
Boards Pivot to Recovery as Breach Assumption Grows
As more companies “assume breach,” I am seeing a shift from prevention to recovery. Boards are starting to ask different questions.
Third-Generation Auto Bailouts: How Long Until They're Considered?
How many years away are we from the third generation of auto bailouts being on the table?
Deep Questionnaires Boost Dates Tenfold over Tinder
Tinder feels broken. A Stanford grad built Date Drop to send one match per week based on deep questionnaires and real date data. 5,000 students joined, and matches turn into dates at 10x the rate of Tinder. He raised millions and now aims...
Own a Compelling Idea, Not Just an Audience
Don't "build an audience" Find an idea you can own that people want to buy into
Retention Beats Acquisition: Tight Onboarding Drives PLG Success
I sat down with Melissa Kwan, founder of eWebinar, and one line stuck with me: “Getting customers to sign up is the first date. Not the last day with you.” Melissa has built eWebinar to just under $2M ARR. No...
A Concise Summary Transforms Generic Resumes Into Impact
Something small we worked on recently that made a big difference: the summary section. A lot of resumes I review are well-written… but too broad. They sound strong. They just don’t say enough.
Joining Benchmark: Passion for Series A Venture Investing
I’m really excited to share that I’m joining Benchmark. The past two years as a full time investor have been the most rewarding of my career. I really love venture capital, which is not something I ever imagined I’d say when...
Big Tech Cuts Buybacks, Shifts to AI Spending
‼️The largest US stock buyer since 2009 is STEPPING BACK: Combined buybacks by Amazon, Alphabet, Microsoft, Meta, and Oracle fell to $12.6 billion in Q4 2025, the lowest in 7 YEARS. This marks the 3rd quarterly decline, a -70% DROP from the...
Amy Armitage Explores Future of Work & Human Capital
Directionally Correct Podcast #158 - Amy Armitage - The #FutureofWork, #HumanCapital, & The Conference Board https://t.co/OV3Xj5RfMu #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Built Rails Infrastructure for Per‑Customer SQLite, Even When Plans Shifted
The original plan for Fizzy was to ship the SaaS version with one sqlite database per customer. That didn't end up happening, but we built all the Rails infrastructure needed to make it possible. Mike goes through it all here:...
Business Inflation Expectations Return to Pre‑Pandemic Levels
Two different measures of business inflation expectations have essentially returned to pre-pandemic levels. The Atlanta Fed survey (dark line), which asks businesses how much they expect their own unit costs to change, is back at 2%—right where it was in 2019....
TLT Seen as Lower High, Still Hating Treasuries
I think I might be the only person in the world who still hates US Treasuries here. $TLT is just another lower high imo until proven wrong.
IT Teams Prioritize Scalable, User‑Friendly, Manageable Infrastructure
IT teams prioritize scalability and ease of use for technology, aiming to simplify stacks and build a manageable, growing infrastructure. Their focus is on technical efficiency. #ITManagement #TechStrategy https://t.co/UHwoWoB1Q6
Chinese State Banks Boost FX Securities by $90B Monthly
Notable acceleration in the fx securities book of the Chinese state banks (And their reverse repo/ other funding of global financial institutions) in January -- consistent with the $90b monthly increase in the reported fx balance sheet https://t.co/PNDncW2w2s
U.S. Corn Inspections Surpass Expectations, Soy Exports to China Strong
🇺🇸Last week's U.S. corn inspections easily beat all trade expectations (though they weren't a weekly record). FYI the previous week's corn volume was hiked significantly. Soy inspections were near the top end of estimates - 57% of the beans were...
Mistaking Short‑Term Labor Shortage for Full Employment Undermines Jobs
I disagree, but I don't think David is alone in this. To me, the biggest risk of confusing a temporary labor supply shortage that drives up inflation with full employment was that it would undermine actual full employment. We are...
IEA Paris Meeting Tests Net‑Zero Shift Against US Oil Priorities
For energy policy making, a key week in Paris as @IEA energy officials gather Feb 18-19 for a biennial ministerial meeting. The IEA’s drift toward net-zero advocacy and overtures to China will be tested as US officials push to a return...
Swiss Market Hits Record High as US Stocks Slide
Switzerland is hitting a new all-time high again today as U.S. stocks break down to new 6-month lows relative to European stocks. https://t.co/z6UH4K1Vfo
Brain Health Becomes Decade‑Long Priority Through Daily Habits
The next decade is the brain health decade, as I discussed with Bristol Myers Squibb (@bmsnews) CEO Chris Boerner at their Global Town Hall last week when @Thrive Global launched our brain health partnership to their 34,000 employees. BMS is...
Nowcast IQ Predicts US Growth Despite Market Pessimism
A few of our weekly inputs have come in for US growth. We continue to rebound hard cyclically. EURUSD down, US assets (soon) up, and ISM PMI towards 60 by summer. Our Nowcast IQ is telling a VERY contrarian story to...
Disciplined Rotation: Spot AI Victims, Winners, and Priced Risks
We’re in a consolidation phase with growing cross-sector AI disruption fears, weakening tech leadership, falling yields, and increasing dispersion. This is the environment where you have to be disciplined, look at your portfolio honestly, and ask: – Is this company a potential...
SPY Poised to Break November Range Amid Key Data
Is it finally the week $SPY breaks this range? Stuck here since November. Reports scheduled this week: - U.S. Trade Deficit Report (Thu) - GDP (Fri) - Inflation Report (Fri) - Consumer Sentiment (Fri)
Prioritize Bold, Visible Marketing Levers Over Subtle Nudges
Instead of chasing subtle subliminal effects that get wiped away by ambient noise, we should focus on big, non-subliminal impacts in marketing. Like the home page, pricing, positioning, promises, competitive dynamics, and customer segmentation. https://t.co/KUXMFIswTZ
Chinese AI Firms Double, Hitting $35B—West Should Follow
china’s two ai model company minimax and zai have grown 2x in public markets in the last month they’re now $30-35b companies surely that should prompt western labs to go public already
Top Accounts to Follow for Business Growth
Accounts you should to follow to help grow your business: Retention Expert: @EricRausch Retention Strategy: @Ferastotle Growth Strategy: @KFragoulias $500M Founder: @YDaftary CRO Systems: @brianschmitt_
EURUSD Retreats to Fib Level as Longs Surge
$EURUSD has pulled back from its failed run on 1.20 a few weeks back - aligned to a 38.2% Fib of the 2008 to 2022 bear wave. Meanwhile, net speculative futures positioning has jumped this past week to its heaviest net-long...
Future Success: Reward Choosing the Right Problems
RT "In the last generation, we rewarded people who knew how to solve problems. In the next generation, we'll have to reward people for knowing what problems to solve." #AI #TalentDevelopment #FutureOfWork #CHRO #CIO @Star_CIO https://t.co/RMed8Fg4kv
Netflix Labels Paramount's Bid Tactics a Warner Distraction
Netflix on Tuesday called Paramount’s “antics” in the bidding process an “ongoing distraction” for Warner shareholders. https://t.co/qxzp2o4uzj
Fed Rarely Cuts Rates During >8% Nominal Growth
"The Federal Reserve has cut rates only a handful of times when nominal growth was greater than 8 per cent and most of those instances were in the 1970s." Richard Bernstein @RBAdvisors in the FT https://t.co/vzNnkKmGpY
Trump's Shadow Stalls Power Investment, Creating AI Bottleneck
As the dark shadow of Trump fell over the US power sector & the highly effective IRA, investment in power generation plateaued in 2024. Well-time to create a power bottleneck for AI. More on this in the Chartbook Top Link...
Massive M&A Premiums: MASI, KW, ZIM Deals
Today's M&A notes $MASI to be acquired by $DHR for $180.00 cash, 38.3% premium, $9.9 billion $KW to be acquired by $FFH.to for $10.90 cash, 45.9% premium, $6.5 billion $ZIM to be acquired by $HLAGF for $35.00 cash, 125.8% premium, $4.2 billion https://t.co/ayupP5Rv2J
New Projections Quiet Bond Vigilantes, Ease Debt Fears
New US deficit and growth projections ""suggest a quiet period ahead for bond vigilantes and others who hand-wring over the unsustainable nature of the US debt and the inevitable market revolt – the Godot for which they have waited impatiently...
Defense Secretary Ousts Senior Adviser, Halts General Nomination
NEW: Defense Secretary Pete Hegseth has forced the ouster of a senior military adviser to Army Secretary Dan Driscoll, defense officials said, marking the Pentagon’s chief’s latest intervention into the service’s internal affairs amid long-simmering tension between two of the...
AppLovin's 66% Growth, 77% Margin, Stock Still Falls
$APP Growing 66% With 77% Operating Margin — Yet Stock Is Down 42% YTD AppLovin delivered numbers most software companies can’t even model. Revenue up +66% YoY. Operating margin at 77%. And yet the stock is still down 42% YTD. Valuation argument? Forward P/S around 16x. Forward...
Eight Essential AI Agents Shaping HR by 2026
8 AI Agents Every HR Leader Needs to Know in 2026 AI agents are becoming essential in HR — here are eight that HR leaders should understand and consider by 2026. Read more 👉 https://lnkd.in/eck4Ey4x #AI #HRTech #FutureOfWork #BernardMarr
Dalio Warns CBDCs Erase Privacy, Enable Political Control
As @RayDalio, founder of the world's LARGEST hedge fund told @TuckerCarlson on central bank digital currencies: "There will be no privacy... all transactions will be known... and if you're politically disfavored, you could be shut off." https://t.co/3H4Lcz4ysb
Critical Days Ahead: Watch Core Risk Signals
NEW POST: - RISKS. - Core signals to watch. - Volatility and Contagion. “The next few days will be absolutely critical to monitor…” 🔗Link in profile. https://t.co/qgBEZWrB8Z
CEOs Must Publish Transparent AI-Forward Memos
100% agree. This is why I’ve been pushing for organizations to publish AI-Forward CEO Memos that are honest and transparent. CEOs need to be more proactive in communicating the impact of AI, and make the next steps for employees more...
US‑Iran Oil Talks Conclude Second Round, Third Round Pending
OIL MARKET: The 2nd round of US-Iran talks has concluded, and Iranian media says there would be a 3rd round of negotiations in the “near future” after both sides consult with their respective governments.
Top 9 Future‑of‑Work Trends Shaping 2026
9 #FutureofWork Trends for 2026 @Gartner_inc https://t.co/HdHjM5oK4t #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Market Awaiting Decisive Breakout: Support or Resistance?
📺 THIS MARKET NEEDS RESOLUTION The market is stuck in a range. Breakouts fail, breakdowns bounce, and both longs and shorts get frustrated. We need a decisive move that breaks the range and sticks. That could mean: 🔻 A clean break below support $QQQ...
Rate Moves Aren’t Driven by Current Data, ADP Shows
Big mistake is assuming move in rates is about current economic data. Reaction to ADP a good example
Focus on Actions, Not Outcomes, for Lasting Progress
The Focus Most Get Wrong Don’t focus on what you want. Concentrate on what you do. Glance at the future. Concentrate on present action. Long-term goals are good for direction. Reject the seduction of results. Commit to daily rituals. https://t.co/JXkB2kNxzc https://t.co/SopVInPjlZ
Enable Customers to Choose or Self‑Provision SuccessFactors IDs
Ask Customer which company ID they want for #SuccessFactors Systems or allow self-provisioning https://t.co/aIYNnyHglG >#SAP Customer Influence request.
Iran and Russia Clash over China Oil Supply Rivalry
The oil ministers of Iran and Russia met today. Contrary to popular belief, Moscow and Tehran are now bitter rivals in the oil market as the size of the black market for crude shrinks. Both compete to supply China. (My earlier @Opinion...
Turn Envy Into Curiosity: Study Success, Not Resentment
The older I get, the more I realize envy is just misdirected admiration. Instead of resenting what someone else built, default to curiosity. Study it. Ask what it required. Ask what sacrifices they made. Ask what it cost. If you’re...
North Korean Won Plummets, Ranks Third Worst Globally
On this week's Hanke's #CurrencyWatchlist, the North Korean won ranks as the WORLD'S 3RD WORST currency. The won has depreciated by 41% against the USD over the past year. PLIGHT OF THE WON = ONE OF THE WORLD’S MOST UNREPORTED STORIES. https://t.co/7leiebPd5D