USDCNH and USDHKD Show Strong Inverse Correlation
The correlation between the USDCNH and USDHKD is the most intense and consistent inverted I've seen since the former (theoretically) 'floated'. What's going on there? https://t.co/KsfLfKWwTf
Adopt Only Tools That Boost Output 30%+
Every week a new AI tool goes viral. Every month half of them die. Stop falling for it. Before adopting anything, ask one question: "Does this give me 30% more output, savings, or speed?" No → move on. Yes → go all in. I've watched founders waste...
Venezuela's Oil Shifts: Implications for Canada Discussed in Calgary
I’ll be in Calgary in early March for a discussion hosted by the Canadian Heavy Oil Association about what recent developments in Venezuela mean for Canada’s oil industry. Join us! And drop me a line if you want to grab a...
CFPB Fires Employee Amid Alleged Retaliation over DOGE Meeting
Scoop–CFPB just fired employee @alexisgoldstein for allegedly disrupting & documenting a meeting a year ago between CFPB & DOGE https://t.co/StMLf6gCoc She says she's being retaliated against after asking DOGE visitors who they were & if they'd completed training on handling info
Insider Information Essential for Functional Prediction Markets
Well, if this is true, you shouldn't regulate them. But if you don't regulate them then people without inside information shouldn't trade on them. So it should end up a tiny market of well-informed people all wanting to...
YC Still Accepts Late Applications After Deadline
Stumbled across this snap from 2014 in my camera roll. Founders, YC’s deadline just passed but they accept late applications. https://t.co/wp6gokGBi5
Buzzwords Hide Simple Tasks and Exploit Employees
What's your favorite corporate Buzzword? “Leverage” Translation: Use (but “use” sounds too simple for corporate). “Deliverables” Translation: Actual work, but fancier. “Bandwidth” Translation: Time and energy, as if you’re a computer instead of a human being. “Synergy” Translation: We’re merging teams, which...
Refineries Drowning in Silver Scrap, Bearish Outlook
Why @BergMilton is bearish silver: refineries are OVERWHELMED with silver scrap, EVEN MORE than in 2011 (prior speculative peak). Well sourced from "largest smelter in New York" Apple🔊https://t.co/bNqmCOVqMV Spotify📽️https://t.co/mnN6Dn02hi https://t.co/ng04tObLMG
45 New Billion‑Dollar Tech Exits Signal Accelerating Pace
since @behind_genius's last study of the 100 most recent billion-dollar-plus tech exits study in April 2025, there have been 45 new exits added...things are heating up! https://t.co/W4I8gsyiDu
Argentine Peso Rallies, USDARS Breaks 100‑Day SMA Streak
In case you haven't been keeping tabs, the Argentine Peso has been gaining some traction recently. $USDARS has taken out some recent support and ended a 1,689 (trading) day streak above the 100-day SMA https://t.co/Vq0kH5UKHg
Recruiters Overlook Security While Demanding Identity Verification
I just saw a Recruiter say "people share their data with every app out there, I don't understand why adding extra security layers to the ATS asking people to verify their identity is a problem."
East Asia Dominates Global Goods Trade Surplus, Eclipsing Europe
Crazy how much of the global (goods) trade surplus is in East Asia now. Even with the "fake" Irish pharma surplus, the euro area is dwarfed 1/ https://t.co/eZjcgAlVqC
US Grads Face Higher Unemployment; Eurozone More Educated Workforce
Very striking data these a. on US graduate unemployment and b. higher share of tertiary education in Eurozone labor force than in the US. Explore these economic insights in today's Chartbook Top Links. https://t.co/xNeFQVgZKf
NFP Beat Trims Fed Rate Cut Expectations by 8‑12bps
In the wake of this morning's NFPs beat and downtick in the unemployment, Fed Funds futures have shaved off ~8bps worth of expected cuts through 2026 - was as much as 12bps. Someone is going to be surprised if this continues:...
Forecasting Trends, NAV Squeeze Mechanics, Active ETF Surge
🆓 Wednesday links: focusing on forecasting, how NAV squeezing works, and the rise of the active ETF. https://t.co/bgzuhBy1Uq image: https://t.co/JRCEGjVQN2 https://t.co/PSs8BSV9vG
AI‑Powered Wealth Management Meets Human Expertise
probably a good time to announce that there’s a better way: @clovefi a new uk wealth manager that combines ai with the best of human advice. https://t.co/Nz9FBbJgnQ
Trump Urges Netanyahu to Pursue Iran Nuclear Deal
OIL MARKET: President Trump says he told Israeli Primer Minister Netanyahu that his preference is to cut a deal with Iran. “I insisted that negotiations with Iran continue to see whether or not a deal can be consummated.” https://t.co/VhkfL7QBHF
EU Debt Issuance
If the EU were only able to issue its own debt, imagine the possibilities… Yeah, imagine if you gave EU bureaucrats the power to spend an astronomical amount in addition to its power to regulate https://t.co/KAqbSOG71R
Engineers: Build Real-World Companies Now with 5050
Enough AI slop. Enough gambling apps. There’s never been a better time for engineers to build companies that reshape the physical world. Start one with 5050. Apply now. Early bird deadline Feb 15. https://t.co/giXwZLE8uX
Add Three Essential Tabs to Prevent Model Errors
Your financial model has vulnerabilities. You just don't know where yet. Get the financial model template from this video https://t.co/k8GYiP9Ubg After building hundreds of financial models and training hundreds of people across the globe, I keep seeing the same three tabs missing. Without them,...
Yen Carry Trade Holds; USD Weakens, Markets Rise
Yen Carry Trade Is Not Unwinding Like You Think $USDJPY $FXY $QQQ $DXY Japan & China’s pressure on Treasury sales are weakening the USD, supporting equities + metals overall, without triggering a disruptive yen carry trade unwind. https://t.co/m6Mu3FpuRf
Spot Tiny Trends Early for Explosive Startup Returns
I like to think of startup investing like surfing 🏄♀️ You don't want to paddle out too early (market doesn't exist yet). You don't want to be too late (already crowded with competitors). And sometimes the wave you're betting on...
Orbex Bankruptcy Highlights UK Launch Policy Uncertainty
UK launcher startup @orbexspace starts bankruptcy procedure after merger/acquisition/funding talks fail. @spacegovuk launch policy looks to be a puzzle. Remaining @nyxcapsule interest uncertain. @esa @defis_eu @SaxaVord_Space. https://t.co/h0Gu8UB0cx https://t.co/RsfCNjTv3u
Big Tech Buys Trump Tariff Exemptions, Small Firms Suffer
Big Tech and their lobbyist have bought exemptions from Trump’s tariffs. Meanwhile, the small fries are getting FRIED. TRUMP’S TARIFFS = THE BIG GUYS CAN ALWAYS BUY AN EXEMPTION. https://t.co/zlVn4ornDl
Funds Fail Early Without Real Business Foundations
Most private investment funds fail before the second raise, not because of the market, but because they were never built as real businesses. In this solo episode of Raise the Bar, Seth Bradley breaks down why a fund is more than...
New Jobs Report: What It Means for You
Latest jobs report just dropped. Let's spend a few minutes talking about what's really going on, what it means for you, and what to keep your eye on. https://t.co/ptv6DbFqKM
Founders Should Prioritize Real Risks Over Competition
Why I avoid competitive markets (usually) We see 1,000+ pitches/month at @HustleFundVC. Many founders obsess over competition for the wrong reasons. Here's what they should actually worry about: 👇 https://t.co/b0BOgdWtRe
Argentina's 32% Inflation Signals Milei Must Dollarize
Argentina’s January inflation came in at a RED HOT 32.4%/yr. Pres. Milei’s monetary model is not working. MILEI MUST DOLLARIZE NOW. https://t.co/MLSKqYfys7
Decades in HR, Still Discovering Leadership & Work
After 20+ years working in HR, I’m still learning: about leadership, people, and what actually helps work… work. I share those reflections in my monthly newsletter on HR, leadership, and the future of work. 📩 Scan the QR code to subscribe or...
AI Scales only when Workforce Skills Scale
When AI shifts from pilots to production, the workforce must evolve with it. @Microsoft’s education push in Brazil signals something bigger: AI adoption only scales when skills scale. Human capital is infrastructure. https://t.co/uchyiGIUEI #MicrosoftAITour #MicrosoftAmbassador @MSFT_Business
Free HR Leadership Course From Top Global CHROs
💥 I just made my HR leadership course FREE. 20+ hours of content from world-class CHROs. 11 modules. Templates, frameworks, and real playbooks. Now completely open source. This course features leaders from Spotify, HubSpot, The Lego Group, Reddit, Asana, and more sharing...
Valuation Blends SaaS Metrics with Deal Structuring
Valuation is understandably one of the most top-of-mind topics founders want to cover in our conversations. Something we often emphasize is that there are two sides of valuation: the objective side based on core SaaS metrics, and the subjective side...
USDJPY Plunges 2.5% in Three Days, Reversal Uncertain
$USDJPY is down over -2.5% over the past three days. One of the biggest drops in the past year and a half. Doesn't mean it has to stall and reverse though... https://t.co/LRjhnctyzL
CBO Underestimates AI's Productivity Boost, Forecasts Too Low
CBO is mostly dismissive of the effects of AI on productivity growth (overly so IMHO). They expect *slowing* potential labor force productivity as the modest AI boost to TFP is swamped by the reduction in capital services. I would take the over...
US Household Debt Peaks at $18.8T, Delinquencies Surge
US household debt just hit $18.8 TRILLION. Consumer delinquencies are at their HIGHEST LEVEL in nearly a DECADE. Not a good sign. https://t.co/PHcOGrhvOc
Labor Market Rebounds After Shutdown, Easing Temporary Layoffs
The labor market showed signs of healing late in 2025 and in January. Catch up following long government shutdown helps alleviate ranks of those suffering temporary layoffs and forced to accept part instead of full-time jobs. Some healthy churn returned...
2027 AI Race: Align or Lose Human Relevance
🚨 From Agent-1 to Superintelligence: The AI 2027 Scenario The AI 2027 Report outlines one of the most thought-provoking trajectories for artificial intelligence: a rapid evolution from simple assistants (Agent-1) to autonomous, adversarially misaligned systems (Agent-4) and ultimately to Agent-5...
Only 2% of Banks Claim No AI Usage
Supposedly only 2% of financial institutions now report no use of artificial intelligence 🤔 https://t.co/fJGLehjCf2
Monaco Launches AI-Powered Startup Sales Automation
We're launching Monaco today. Monaco automates customer acquisition and revenue growth for startups. The platform disrupting sales with AI has finally arrived. https://t.co/mH03HIOdx8
Stop Chasing ROAS; Prioritize Profit‑driven Metrics
Your 3:1 ROAS looks great on the dashboard, but your P&L tells a different story. I've watched brands celebrate hitting ROAS targets even as their bank accounts BLEED out. What ROAS measures is revenue, not profit. It’s different in every situation. EX...
UncorkCap Secures Investment Led by Inertia’s Jeffiel
We at @uncorkcap couldn't be more excited to share this news about a recent investment of ours: Inertia led by my old friend @jeffiel. https://t.co/DgUzgdgvhM
Jobs Surge, Unemployment Drops: GDP Gains Confirm Strength
On the surface a strong jobs report (130K jobs & unemployment falls to 4.3%). And just about every detail makes that stronger: participation up, involuntary part-time down, hours up, wages up. The mystery of strong GDP and weak jobs is being resolved...
Historical Cycles Link US Inequality, Deficits, and Global Populism
The changes in the US over the last decade — rising inequality, massive deficits, and a shifting global outlook — are not isolated events. They are all interconnected and part of a dynamic that has occurred many times before for...
Trump’s Trillion-Dollar Savings Claim Ignores Fixed-Rate Debt
Trump says lower rates would save "at least one trillion dollars per year." The federal government's entire annual net interest bill was $970 billion in fiscal 2025—and much of that is locked in at rates on previously issued debt that...
NFPs Surge Past Forecasts, yet 2025 Revisions Cut Million
#NFPs beat expectations by the most in 10 months - a 130K vs 40K expected. That said, revisions aggregated through 2025 have lowered the year's total by over 1 million https://t.co/p1pkqEWC57
January Jobs Spark Rate‑cut Doubts Despite Solid Hires
Analytically, the January U.S. jobs report supports competing views. The market reaction, however, was clear: traders have sharply dialed back expectations for a June rate cut. The big beat on January job creation, paired with a dip in the unemployment rate...
President's Attempt to Manipulate Job Data Failed
My menchies show a lotta distrust about the official jobs numbers right now. Lemme be clear: I don't believe there's *any* political meddling in these numbers. While the President has tried to mess with the BLS, he failed. I explain in...
Global Payout Growth Outpaces US, Driving Valuations
And it’s not just global earnings that have been showing momentum. Payouts (dividends + buybacks) have been advancing as well, as companies near and far have become more shareholder savvy. The growth rate of payouts has been the primary driver...
Shareholder Rejects Netflix Deal, Backs Paramount Bid
Small Warner Bros. Discovery Shareholder Blasts ‘Flawed, Inferior’ Netflix Offer and Backs Paramount’s Hostile Bid — but Will It Matter? https://t.co/NGSPvAdqOW via @variety
Teciem Spins Off as Independent Firm After Apax Acquisition
Teciem Launches as Standalone Firm After Apax Acquires Finastra’s TCM Division - Fintech Schweiz Digital Finance News - FintechNewsCH https://t.co/8Q95tmVsv6 https://t.co/w4YfeaaFtC