Validate, Reinvest,
Starting a business brings fear. Prove your offer, reinvest profit, and scale with intent. Use debt with care and protect your equity. Listen to customers, repeat daily actions, and take the first step today.
Clear Business Value Prevents Engineering Distractions
My POV: Without clear communication of business value creation, you will bleed engineering capacity vibe coding distractions. It's less about AI slop it's about opportunity cost. Step 1 is to be VERY clear what problems you need to...
Volcker Stays Firm on Inflation Fight Amid Recession
"Despite political pressure and a painful recession, [Volcker] held firm to his commitment to bring inflation down. In a speech at the Economic Club of Chicago on May 19, 1982, with unemployment above 9 percent and critics calling for him...
Political Clout Now Trumps Antitrust in M&A
There is a new meta for merger arbitrageurs, such that traditional antitrust analysis is outweighed by the acquiror's political clout. In particular, if the acquiror employs Mike Davis, their M&A deal is getting done. https://t.co/B0QuYUxxv2
Anyone Can Code, Only Rare Founders Can Disrupt SaaS
Dharmesh (Founder + CTO of Hubspot) is right — nobody's going to vibe code Hubspot. Want to know why SaaS stocks are getting smoked? I’ll tell you why. It’s not that Lovable (or any other company) will start vibe coding...
IBM Hires Youth, Citing AI Savvy over Experience
IBM is hiring MORE entry-level employees because young people are better with AI than older generations.
23‑Year‑Old Leads Innovative Machine Shop, Shares Success Secrets
𝐑𝐲𝐚𝐧 𝐌𝐜𝐆𝐞𝐡𝐞𝐞, a 23-year-old legend who is running an innovative machine shop as part of a larger company. He shares some insights on how he's managed to get where he is at 23. Stream now 🔗 https://t.co/iF2u1anbBd 📽️ https://t.co/JDCjWExpS3 🔗 https://t.co/DmYp21NDA3 https://t.co/MzmMMoMTEr
Google Penalizes Spammer Who Topped Discover Update
The biggest (and unexpected) winner of the Google Discover Core Update (via @GrowOnDiscover) has since been manual action’d The site was doing all types of spammy stuff so it was surprising they came out on top. Until Google took notice....
Fed's 2026 Forecast Ignores History's Inflation Lessons
1973 oil embargo: inflation went from 3.6% to 12.3%. Fed's current forecast for 2026: 2.7%. Brent is at $110. Up 54% in a month. Either this time is genuinely different, or the Fed is the most optimistic institution on earth. History doesn't care about...
Cut Fees, Buy Back Shares, Avoid Nontraded BDCs
My thoughts on how private credit mangers can rebuild investor confidence in this weekend's @barronsonline: First, they should cut fees: "A lower fee structure would go a long way toward improving managers’ standing with investors". Investors will return to the asset...
YC’s Quick Vetting Means Fraud Isn’t Their Fault
It's not fair to blame YC for backing apparent frauds like Delve. They only spend 10 minutes with founders over zoom before investing. It's a cursory screen. They're not trying to deeply vet founders -- they're trying to give as many founders...
Credibility Packet Showcases Board Expertise and $300M Track Record
the credibility packet that replaces capital: – board roster with bios – 250+ years combined experience – $300M+ in prior transactions – NBIO template ready
Family Office Patience Fuels 100x Acquisition Asset Class
Lacey Wismer has been investing in ETA since 2010. She has backed 100+ entrepreneurs and completed over 65 acquisitions. Family office patience with A-player urgency. Search funds. Holdcos. Serial acquisition. Fundless sponsors... These used to be separate lanes. Now they're merging into...
Long‑Term Treasuries Outperform Stocks, Contrarian Bond Bet Wins
Long-term Treasuries are up 4.60% this year. The S&P 500 is down 3.24%. The most consensus short trade in finance for three years is quietly winning. Nobody writes bond bull pieces. Nobody is crediting their bond allocation. But TLT has outperformed SPY...
Assess Your Website’s Real Impact on Business
What is your website really doing for you? @TBorreson11 https://t.co/n6vluLJNmX #personalbranding #networking #community #digitaltransformation #digitalmarketing #digitalselling #socialselling #belonging #culture #customerexperience #businessintelligence https://t.co/h9vK3iKPoQ
Stop Cold Emailing: Target Site Visitors for 10% Conversions
COLD EMAIL IS DEAD. People doing outbound right now are only sending more emails to fix the exact problems that sending more emails caused. We went the other direction. Our campaign is dead simple: Someone lands on RB2B(.)com We identify them And we send an...
Short‑Term Oil Volatility Secures Decades of Market Stability
Markets are too focused on the near-term challenges from higher oil prices. The real trade-off for investors is 4 to 6 weeks of instability, paying off 50 years of stability in oil markets, supply chains, and geopolitics. Torsten at Apollo https://t.co/ixJHl4Cw5f
US Oil Shortage Fuels Iran’s War Funding
Thanks to the oil shortages caused by the war with Iran, the US is now forced to buy Iranian oil and that money is then used by Iran to fund its war with the United States. 5D chess.
Iranian Strikes Inflict $800 Million Damage on U.S. Bases
The BBC reports that Iranian counter-attacks on US military bases in the Middle East have caused $800 MILLION in damage. THE US-ISRAELI WAR ON IRAN IS COSTING AMERICANS AN ARM AND A LEG. https://t.co/hxarqU3UlU
CPI Changes Make Post‑blue Line Comparisons Invalid
It’s particularly amazing because we’ve had extensive methodological changes to CPI since the blue line ended, including a major one literally the month after it ended that make this comparison apples-to-oranges.
Sanctions Relief Risks Oil Drop, Treasury Turns Trader
Bessent is trying to reopen the Strait of Hormuz through sanctions relief. 140M barrels of Iranian oil. A temporary lift. Geopolitical chess. If it works, oil falls. If it fails, $110 looks cheap. The Treasury Sec is now an oil trader. Welcome to...
Feelings Drive Candidate Decisions, Not Job Titles
Great candidates don’t just choose jobs—they respond to how you make them feel. Learn the psychology that turns outreach into offers. 🎯 https://t.co/e2FokFyIlX https://t.co/Ol0pwyyJ4S
Markets Stay Calm Amid Iran War and Hormuz Crisis
How it feels watching the Iran War, Hormuz stoppage, and the still-so-sanguine global market reaction as the world economy just rolls into calamity. https://t.co/2S9HlfVhPt
Follow Meghan for Top LP Market Trend Insights
If you are a VC who needs to understand LP market trends the best person to follow is Meghan
Great Sales Managers Prioritize Skill Development over Metrics
Weak sales managers manage calls. Average sales managers manage deals. Good sales managers manage forecasts. Great sales managers manage their people's skills & capabilities. Because they know one thing: Revenue is an outcome that expert-skilled sellers produce. Skill management = proactive management.
Generic Claims Reveal Positioning Debt and Slow Sales
Ask a company what they do—and you’ll know in 10 seconds if their positioning is weak. Marketing answers first. Usually something like: “We provide an AI-powered platform that helps companies unlock operational efficiency and drive innovation.” Fine. Then I ask:...
Media Overlooks the Growing Syndicated Loan Market
It is as if the media is unaware of the broadly syndicated loan market https://t.co/7VASp4fFsN
SEOs Still Unfamiliar with JSON‑LD
Ah yes, JSON-LD! SEOs had clearly never heard of or used it before GEO. 🤦🏽♀️🤦🏽♀️🤦🏽♀️ https://t.co/GSNcGB23GV
Build Brands on Enemy, Problem, Transformation, Not Followers
If I had to rebuild a founder-led brand from zero in 2026, I wouldn’t start with followers. I’d start with: - a clear enemy - a clear problem - a clear transformation clarity first.
Structured Approach to Understanding and Acting on Iran War
What we know, what we don't know and what we are doing about the Iran War: @CalmInvestor writes at @CapitalmindMF letter on a way to look at the crisis that gives you a structured view of how to act. (read...
Your Treatment of Others Defines You, Not Wealth
No matter how educated, talented or rich you are, how you treat people ultimately tells all.
Three Ways HR and IT Can Partner in AI
3 Models for HR-IT Collaboration in an AI-Driven World @visier https://t.co/UPY6K2digs #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
OpenAI to Double Staff, Prioritizing Execution Over Research
OpenAI is scaling fast to match the pace of the AI race. The company plans to double its workforce to around 8,000 employees by the end of 2026, signaling a shift from research focus to full-scale business execution as competition intensifies....
One Audit Can Unlock Hidden Traffic Surge
Most founders are one audit away from a traffic spike. Not a new strategy, not content, no new backlinks. Just fixing embarrassing stuff that's been broken for months. These are the fixes that move the needle:
Iran Offers Japanese Ships Access Through Hormuz Strait
IRAN SAYS READY TO LET JAPAN VESSELS USE HORMUZ — KYODO REPORTS Who knows better about surprises than Japan? https://t.co/yR2ThmWwvU
Productivity's Future Needs Empowered Employees, Not Just AI
“The future of workplace productivity isn’t just AI-enablement. To reap the full benefits of such new technologies, orgs. must encourage & empower employees to rethink how they work & strengthen their personal effectiveness.” https://t.co/p5jUUCnzIs #leadership #management #HR https://t.co/CN1DeJPtRp
Unlock 20+ Hours Weekly with 4‑Layer System
Most founders use Claude for quick drafts and brainstorming. They are leaving 20+ hours on the table every week. Here is the 4-layer system that changes everything: 🧵
Melenchon Defends Iran's Right to Self‑defense
French LFI Party Leader @JLMelenchon on Iran's RESPONSE to US-Israeli attacks: “Iran is exercising its legitimate right to defend its sovereignty, its people, and its resources, after being subjected to blatant aggression.” https://t.co/22z0UUDxgo
Markets Expect Fed Rate Hike Over Cut This Year
1/ Markets now think the Fed is more likely to raise rates than cut them this year. A rate hike is not my baseline scenario, but I see the risks rising, for the following reasons. (Link to column in next...
US 10‑Yr Yields Rise, 20‑Yr Near 5% Mark
UST 10 Yr Notes went home 4.386 on Friday, yield about 10.3bp's higher. 20 Yr Bonds just 2bp's away from that 5% Handle.
Inflation Double‑top Once Mocked, Now Taken Seriously
Lost count of all the times people scoffed at a 1970s-style inflation “double top.” Not as much laughter now. 😞 https://t.co/FTwzh0yQik
Don't Let Vendors Take over; Plan Before Hiring
They say they can change and do better, but their actions prove it's just lip service. Planning and readiness are crucial before bringing in vendors. Don't let them take over your project. #ProjectManagement #ChangeManagement #Leadership https://t.co/nkEPoOyeEJ
Brent Prices Signal Ongoing Iran Conflict, WTI Lags
Oil expert Stephen Schork on Brent & WTI prices & the war in Iran: "[The WTI contract] is the hope market. The Brent market is the real market that is pricing the real events going on, and that blowup [Brent...
What Makes Top 1% Search Fund Operators Thrive
We just released an episode with Lacey Wismer, who has made over 100 search fund investments. We discuss what separates a top 1% operators from the rest. She also shares stories from her early days, including investments that returned 35x and 100x...
Leaders' Language on Casualties Shapes Wartime Credibility
A passage from here: "The language senior leaders use about casualties —and about the press — signals seriousness, accountability, and respect for service members, their families, and the public. In wartime, tone is part of credibility."
Rising Oil Prices May Trigger an Economic Recession
Will higher oil cause a recession? @sonusvarghese and I discussed this in our latest Glass Half Full. https://t.co/Jc7IFlbB5X
Oil Price Spikes over 100% Trigger S&P Corrections
“When oil prices rise more than 100%, the S&P 500 index typically suffers substantial corrections. While WTI prices have risen 50% so far, other non-US grades shown earlier have risen by 100% or more.” https://t.co/fN5M8QiCsW
China's Economy Fell From 75% to Under Two‑thirds of US
China's economy peaked in 2021, reaching a level roughly equal to 75% of the US economy. It is now less than 2/3 the size of the US economy. https://t.co/MBi5dqxuZg
Create Worthwhile Content, Not Just Subscriber Numbers
The point isn’t to “generate subscribers.” The point is to write things worth subscribing to.
India’s Tanker Move May Pave Way for Iran’s Dominance
FEDWATCH: “.. If [India’s tanker] passage is successful, other countries may follow the Indian example. .. “.. the only way crude price volatility cools off is if there is a decisive winner, which is increasingly looking to be Iran.” [Emons]...