Business Social Media and Updates

Middle East Sulfur Reliance Fuels Fertilizer Supply Shock
SocialMar 22, 2026

Middle East Sulfur Reliance Fuels Fertilizer Supply Shock

"Fertilizer Shock Escalates as New Supply Risks Emerge" https://t.co/lgfrgMYRFg "almost half of the world’s supply of sulfur—which is turned into sulfuric acid for the processing of phosphate fertilizer—comes from countries in the Middle East" And US tariffs are making things worse:

By Scott Lincicome
Gold Set for Sharp Rebound After Emergency Fed Cut
SocialMar 22, 2026

Gold Set for Sharp Rebound After Emergency Fed Cut

Gold will bounce hard when fed Does emergency rate cut next week or two and all margin accounts stopped out. https://t.co/l3tZYexfCr

By Jeb Handwerger
Hyun Song Shin, Senior BIS Economist, Appointed BOK Governor
SocialMar 22, 2026

Hyun Song Shin, Senior BIS Economist, Appointed BOK Governor

Senior BIS economist @HyunSongShin has been named by South Korea’s president to run the Bank of Korea https://t.co/NVLP6R3Dox

By Nick Timiraos
Rising Short‑term Rates Threaten High‑debt Nations
SocialMar 22, 2026

Rising Short‑term Rates Threaten High‑debt Nations

Short-term rates (black) are rising as markets settle in for a long war. That pushes up long-term yields, a problem for any high-debt country out there. The last time we saw this in 2022, Italy and Spain needed ECB bailouts...

By Robin Brooks
Markets Aggregate Opinions with Cash, Revealing Future Expectations
SocialMar 22, 2026

Markets Aggregate Opinions with Cash, Revealing Future Expectations

Markets are useful for the same reason polls are useful: not because they’re flawless, but because they aggregate lots of views. The difference is investors back their opinions with cash. Stocks aren’t GDP, but they do reveal what people expect...

By Justin Wolfers
Write for Free, Charge for Implementation, Scale to Millions
SocialMar 22, 2026

Write for Free, Charge for Implementation, Scale to Millions

How I generated my first $5,000,000 on the internet: Selling digital products. But it took me 4 long years. This 5-step roadmap would have got me there faster: 1. Write for free. You want to start by writing for free. • Write on social platforms for...

By Dickie Bush
ChatGPT Ads Lack Data, ROI Remains Unproven
SocialMar 22, 2026

ChatGPT Ads Lack Data, ROI Remains Unproven

Low tech, no performance data, and limited targeting. Wow, sounds amazing :) -> Advertisers that bought ChatGPT's first ad campaigns say the process was low tech and that they haven't received much data showing if their ads worked "Two executives at...

By Glenn Gabe
Rate Cuts Improbable This Year, 20% Chance in December
SocialMar 22, 2026

Rate Cuts Improbable This Year, 20% Chance in December

Last week I said the chance of a rate cut according to the polymarket was more than likely not happening Some thought I was wrong Needless to say no rate cut happened I need you all to pay attention… this ENTIRE YEAR (as...

By Darious Gordon
Growth Alone Isn't Enough: Prioritize Low Dilution
SocialMar 22, 2026

Growth Alone Isn't Enough: Prioritize Low Dilution

SBC/Revenue vs NTM growth 👇 High growth ≠ shareholder-friendly $TEAM $FIG → strong growth, but SBC eats a large portion of value The best companies balance both $PLTR $APP $SHOP $ZETA → high growth with controlled dilution Low SBC = real operating leverage $MSFT $FICO $FTNT...

By Sergey CYW
NIL Investment Pays Multiples, High Point Gains Visibility
SocialMar 22, 2026

NIL Investment Pays Multiples, High Point Gains Visibility

Whatever they spent on NIL they are getting back in multiples. My guess is very few had heard of High Point prior to now…

By Joseph G. Allen
Markets Tighten on Trump Amid Bond, Credit Strain
SocialMar 22, 2026

Markets Tighten on Trump Amid Bond, Credit Strain

Markets have been the ultimate constraint on Trump and they're starting to look very iffy, especially where the US bond market (bottom left) and private credit (bottom right) are concerned. If the US escalates the war with Iran, markets will...

By Robin Brooks
US Markets Hold Up as Global Stocks Falter Amid War
SocialMar 22, 2026

US Markets Hold Up as Global Stocks Falter Amid War

This WSJ chart comparing the decline in US and international stock markets reflects the underlying economic reality: While the global economy is reeling from the Middle East War, the US is relatively better positioned. This is especially true for energy where the...

By Mohamed El‑Erian
When “Critical Business Cycle” Blocks Your PTO
SocialMar 22, 2026

When “Critical Business Cycle” Blocks Your PTO

This is the guy denying your PTO request and calling it “a critical business cycle.”

By The Random Recruiter
U.S. Leaders Debate China Without Ever Visiting
SocialMar 22, 2026

U.S. Leaders Debate China Without Ever Visiting

Washington Is Flying Blind on China Americans talk incessantly about the need to compete with their country’s greatest rival and how to do it. Yet many U.S. policymakers have never been to China. Impacts quality of the debate clearly... https://t.co/ghNp4u7uqt

By Paul Triolo
Human Impact Overlooked in SAP System Rollouts
SocialMar 22, 2026

Human Impact Overlooked in SAP System Rollouts

Even SAP tech admirers face disruption. Implementing new systems, despite recognizing potential, still disrupts daily routines and carries risk. This human element is often overlooked in major tech rollouts. #SAP #TechImplementation https://t.co/NwdxSEj3Vf

By Eric Kimberling
PMIs Dominate Global Outlook as US Data Stalls
SocialMar 22, 2026

PMIs Dominate Global Outlook as US Data Stalls

Light on US data next week but PMIs are key. These are the events to watch 👇 🇺🇸 US Jobless Claims & UMich Revisions 🇪🇺 EU - PMIs and GE IFO 🇬🇧 GBP -PMIs -Retail Sales -CPI 🇦🇺 AU -PMIs -CPI 🇯🇵 JP -CPI -BoJ Minutes

By Kathy Lien
War, Volatility Premium, and Oil Shock Stress Fed
SocialMar 22, 2026

War, Volatility Premium, and Oil Shock Stress Fed

Lots of unusual stuff going on in markets right now. A war that’s tough to price, a big vol premium with VIX still in the 20s, and an oil shock putting the Fed in a tough spot. @CultishCreative and I break it...

By Jack Forehand
Oil, Rare Earths, and Microchips: Modern Power Weapons
SocialMar 22, 2026

Oil, Rare Earths, and Microchips: Modern Power Weapons

The New Weapons of Global Power Are Oil, Rare Earths and Microchips This is a classic WSJ story, very well executed concept, good insights. Good read. https://t.co/OLjtrroo6Y

By Matina Stevis-Gridneff
European Trade Pressures Analyzed in New Spanish Article
SocialMar 22, 2026

European Trade Pressures Analyzed in New Spanish Article

A recent piece by Enrico Fardella and me on European trade pressures, translated into Spanish by Agenda Publica https://t.co/5AEY665Tjb

By Michael Pettis
Trump, Iran Threaten Gulf Energy Targets, Raising Global Crisis Risks
SocialMar 22, 2026

Trump, Iran Threaten Gulf Energy Targets, Raising Global Crisis Risks

TEL AVIV/JERUSALEM/WASHINGTON, March 22 (Reuters) - U.S. President Donald Trump and Iran threatened to escalate their war by attacking energy facilities in the Gulf, a potential widening of hostilities which could deepen a regional crisis and add to concerns in...

By Guy Faulconbridge
Rising Rates Push US Toward Gold Amid War Funding
SocialMar 22, 2026

Rising Rates Push US Toward Gold Amid War Funding

Fascinating how the surge in interest rates is driving these decisions. The US will have to address this. It’s the only way it can realistically afford a war in the first place. Inflation will be unleashed. Rates will be capped. Time to step into gold,...

By Tavi Costa
HR Must Shape AI Strategy for Future Success
SocialMar 22, 2026

HR Must Shape AI Strategy for Future Success

Why HR Professionals Should Be Involved In AI Strategy Development @Forbes https://t.co/FEfG6KkIMv #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR

By Dave Millner
Great Leaders Stay Humble, Doing Any Job
SocialMar 22, 2026

Great Leaders Stay Humble, Doing Any Job

https://t.co/brFuuliwDm 👀👍🏾👇🏾 “I’ve cleaned more toilets than all of you combined.” - Jensen Huang That’s leadership. No ego. No shortcuts. No task beneath you. The best leaders remember what it took to get there, and respect every role along the way. Stay grounded. Stay dangerous. #Leadership...

By Catherine Adenle
Build Community, Not Price Wars, to Double Revenue
SocialMar 22, 2026

Build Community, Not Price Wars, to Double Revenue

Outdoor Voices doubled revenue from $40M to $90M by building a community around 'Doing Things'. They sold movement, not performance. Meanwhile you're competing on price in a saturated market with no identity. That's the gap.

By Kamil Sattar
Build Legacy with Strategic Succession Planning
SocialMar 22, 2026

Build Legacy with Strategic Succession Planning

𝐒𝐞𝐜𝐮𝐫𝐢𝐧𝐠 𝐘𝐨𝐮𝐫 𝐋𝐞𝐠𝐚𝐜𝐲: 𝐌𝐚𝐬𝐭𝐞𝐫𝐢𝐧𝐠 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐢𝐨𝐧 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 As a leader, one of the most important decisions you will face is the future of your business after you. Succession planning is not just about choosing a successor; it’s about setting...

By Ram Charan
Cloud ERPs Trade Flexibility for Convenience
SocialMar 22, 2026

Cloud ERPs Trade Flexibility for Convenience

Organizations unknowingly sacrifice control and flexibility for cloud ERPs. While seemingly outdated, custom on-prem systems offered adaptability that modern, off-the-shelf solutions lack. #CloudERP #TechDebt #DigitalTransformation https://t.co/LvE671u0MT

By Eric Kimberling
Impending LNG Shortage Highlights Energy Security Risks
SocialMar 22, 2026

Impending LNG Shortage Highlights Energy Security Risks

The last LNG tankers from the Gulf arrive in the next 10 days. After that, many countries face a sharp drop in supply. Qatar's Ras Laffan — 20% of global LNG — could be offline for 3-5 years. Fossil fuel...

By Jan Rosenow
Real Product Decisions Come From Listening, Not Roadmaps
SocialMar 22, 2026

Real Product Decisions Come From Listening, Not Roadmaps

The exciting part of building a product is launching something new. The part that actually matters is what you do the week after. This week I'll be reading every comment. Watching how people use the MCP server. Fixing whatever breaks. Talking to...

By Luca Restagno
Hua Guofeng Stabilized CCP After Mao’s Death
SocialMar 22, 2026

Hua Guofeng Stabilized CCP After Mao’s Death

“Hua was never a popular leader, and his departure was met with a collective shrug. But the Party should be grateful: he kept it together after the death of Mao. Given how fractured the CCP was at the time…‘this was...

By Jonathan Cheng
Ignoring Growth Shock, Rate Hikes Risk Recession
SocialMar 22, 2026

Ignoring Growth Shock, Rate Hikes Risk Recession

This "bet" completely ignores the negative shock to economic growth. If central banks raise rates into this, they will cause a recession. Cc @BenRamanauskas

By Frances Coppola
ECB Poised to Act if War Fuels 2% Inflation Expectations
SocialMar 22, 2026

ECB Poised to Act if War Fuels 2% Inflation Expectations

The ECB is ready to respond swiftly to signs that inflation expectations are surpassing 2% because of the Iran war, Joachim Nagel says https://t.co/rFFN40ION8 https://t.co/Eb51dA3MrT

By Zöe Schneeweiss
AI Capex Boosts US GDP,
SocialMar 22, 2026

AI Capex Boosts US GDP,

AI macro: capex adds ~0.4pp to US GDP; supply-chain winners: Taiwan, Korea, Mexico. US leads models; China scales manufacture. Risks: skills gap, geopolitics. Trade: buy Taiwan semiconductors. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

By Viktor Kopylov, PhD, CFA
Iran Rakes $2.5B From Oil Amid War
SocialMar 22, 2026

Iran Rakes $2.5B From Oil Amid War

Aside the relaxation of US sanctions on Iranian oil, for Tehran the big win is the fact that >20 days into the war, it’s still exporting oil via Hormuz. At ~1.5m b/d (and assuming $85 a barrel) that’s a ~$2.5...

By Javier Blas
OpenAI Unifies ChatGPT, Codex Into Single AI Workspace
SocialMar 22, 2026

OpenAI Unifies ChatGPT, Codex Into Single AI Workspace

OpenAI is moving toward an all-in-one AI platform. The goal is to bring ChatGPT, Codex and other tools into a single environment and reduce fragmentation. Instead of switching between apps, AI becomes one continuous workspace. This is a shift from using AI...

By Spiros Margaris
Match Advice to Traction, Not Investor Hype
SocialMar 22, 2026

Match Advice to Traction, Not Investor Hype

Most startup advice will hurt you. Raising early without traction signals weakness and kills leverage. Investors push for growth and exits, but their goals serve their fund, not your company. Before you follow any advice, match it to your stage, runway, and user...

By Ask Dr. Brown
Cross‑selling at Atour Likely Adds Little Revenue
SocialMar 22, 2026

Cross‑selling at Atour Likely Adds Little Revenue

The Atour model: cross-selling products to customers. Does this really work? I doubt it’s much of a revenue line for Ya Kun https://t.co/plm2GxOcbJ

By Michael Fritzell
Upvest Secures $125M to Upgrade European Banking Infrastructure
SocialMar 22, 2026

Upvest Secures $125M to Upgrade European Banking Infrastructure

Upvest Raises US$125 Million to Modernise European Banking Infrastructure - Fintech Schweiz Digital Finance News - FintechNewsCH https://t.co/OLsvn5pOuF https://t.co/WwYH1vY8PH

By Oliver Bussmann
China's Premier Acknowledges Trade Surplus Amid Export Surge
SocialMar 22, 2026

China's Premier Acknowledges Trade Surplus Amid Export Surge

1/4 Bloomberg: "Chinese Premier Li Qiang has responded to growing calls from trading partners to address a rising trade surplus, with China’s exports continuing to surge in the first two months of the year." https://t.co/EMOs1RWaAX

By Michael Pettis
Navigating Investor Strategies Amid Iran War Pullback
SocialMar 22, 2026

Navigating Investor Strategies Amid Iran War Pullback

What are you doing as an investor during this market pullback from the Iran war?

By Haplo
AI Success Requires Business Reinvention, Not Simple Tech Add‑On
SocialMar 22, 2026

AI Success Requires Business Reinvention, Not Simple Tech Add‑On

If my “repaving” you mean “reinventing “, yes. One of the challenges is that most corporate knowledge is still in someone’s head. Knowledge is far different than information. LLMs and agents can capture all the information ...

By Mark Cuban
Take Control: Set Inbox Boundaries for Deep Work
SocialMar 22, 2026

Take Control: Set Inbox Boundaries for Deep Work

Your inbox isn’t the boss—you are. 📩⚡ If constant messages are stealing your focus, it’s time to set boundaries, build smarter response systems, and protect your deep work. In this episode of Your Time, Your Way podcast, learn how to manage interruptions,...

By Carl Pullein
Opening Hormuz Won’t Instantly Resolve Iran‑Trump Tensions
SocialMar 22, 2026

Opening Hormuz Won’t Instantly Resolve Iran‑Trump Tensions

If Iran—facing threats from President Trump—now announces that the Strait of Hormuz is OPEN, would that immediately end the crisis and get ships moving through it again? Why or why not?

By Anas Alhajji
Even Rivals Praise Brilliant Ferrari Advertising
SocialMar 22, 2026

Even Rivals Praise Brilliant Ferrari Advertising

Even a McLaren fan Can respect a 🔥 Ferrari ad

By Ari Murray
HR Must Design for Multiple Future Scenarios
SocialMar 22, 2026

HR Must Design for Multiple Future Scenarios

@chrismuyeche Thanks for the repost, from @HRCurator Leading change in uncertainty – how HR can design for multiple futures @TPShub https://t.co/qa2kfT1d5g #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator

By Dave Millner
Military-Economic Gap Delays Hormuz Response, Threatening Trade
SocialMar 22, 2026

Military-Economic Gap Delays Hormuz Response, Threatening Trade

These comments by former @CENTCOM commander General Votel highlights a disconnect between the military and economic strategy regarding the Strait of Hormuz. Attacks on shipping and the Strait were expected. When it comes to escorts, General Votel acknowledged that it can...

By Sal Mercogliano
Post‑Deal Honeymoon: Your Biggest Revenue Leak Risk
SocialMar 22, 2026

Post‑Deal Honeymoon: Your Biggest Revenue Leak Risk

#TimTalk – Why is the “honeymoon phase” right after a deal closes actually the highest-risk moment for a revenue leak? with Sandy Yu https://t.co/UIagNZlbZ3 via @DLAIgnite #SocialSelling #DigitalSelling #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Leadership #Sales #Marketing

By Tim Hughes
Build a Moat: Master Four Essentials for Survival
SocialMar 22, 2026

Build a Moat: Master Four Essentials for Survival

Most companies will die in the next 12 months Unless they have: 1 Distribution Ownership 2 Reputation Capital 3 Taste Curation 4 Network Orchestration I made a guide to master these + build a moat around your business. Comment MOAT + I'll share it. Follow me...

By Matt Gray
Money Supply Growth Exceeds Target, Fuelling Pakistan Inflation
SocialMar 22, 2026

Money Supply Growth Exceeds Target, Fuelling Pakistan Inflation

#PakWatch🇵🇰: Pakistan's inflation is 7.0%/yr. Pak's money supply (M3) is growing at 15.1%/yr. That’s above Hanke's Golden Growth Rate of 11.5%/yr-13.5%/yr, a rate consistent with hitting Pakistan's inflation target of 5%/yr-7%/yr. THE INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/x28UBeLyKl

By Steve Hanke