Oil Shocks Shape Economy; Central Banks' Response Blueprint
Incredibly important episode with @BobEUnlimited where we deep dive into how oil shocks impact the economy and how central banks react. This is the ultimate playbook
Iran Threatens Gulf Gas Assets, Rattles Global Market
Iran appears to be preparing to retaliate after attacks on its giant gas field 🇮🇷 ⚠️ It issued a warning to stay away from a range of similar assets in Qatar, Saudi Arabia and the UAE The inclusion of Qatar (home...
Core Producer Prices Surge, Fed Rate Cuts Unlikely
US producer price inflation ex-food and energy came in at the fastest pace since January 2025 for the month of February, before the oil price shock. It's going to be very hard for this Fed to signal rate cuts ahead...
Falling Labor Supply Likely Slashes Future Startup Rates
There's no sign of it yet, but I believe the slowdown in labor supply will eventually bring down the startup rate substantially. The path from demographics -> dynamism is what a growing body of evidence shows. https://t.co/dcSXlkwVXt
Stop Overworking the Easy, Prioritize Deep Work
Novice runners tend to go too hard on the easy days and too easy on the hard days. Same thing occurs in the office. We spend too much time, energy and effort on emails, meetings, etc. We don't block off enough...
Simple Free Hacks: Stop Scrolling, Start Focusing
“I can’t focus for long periods of time.” Notifications off: Free Close extra tabs: Free 45-minute timer: Free One task at a time: Free Hans Zimmer music: Free Phone in another room: Free How about you stop scrolling and start working?
Stop AI FOMO: Prioritize Business‑Driven Vision Roadmaps
RT Spinning up just one more AI pilot without clear business problems and success measures only adds to AI debt. The hard and necessary shift is from FOMO projects to vision statements and roadmaps. #AI #CIO @Star_CIO https://t.co/VtuS5rQ0ZG
Fed Likely Holds Rates as Iran War Fuels Uncertainty
The Fed is expected to hold rates steady at a tenuous moment for the economy as the Iran war drags on. The conflict is expected to amplify internal divisions, injecting yet more uncertainty into the debate around when the Fed...
Neobanks Fuel Hiring Surge While Entering New Markets
Neobanks expanding into new markets, Source: CB Insights, Mar 2026 Fintech hiring is happening as neobanks continue to expand with different strategies https://t.co/qKcdGMmycZ https://t.co/rO2bQPQw7W
Bill Dudley’s Market Mix‑up Highlights Investor Confusion
If Bill Dudley still confuses First Brands and Tricolor with private credit, literally six months after all market participants realized they were in the broadly syndicated loan and asset backed finance markets, then what hope do regular people have? https://t.co/aA33Nc1928
AI Slashes Startup Costs, Eliminates Physical Overheads
“AI is lowering the cost of entrepreneurship. Not long ago, launching a company meant securing retail space and paying thousands upfront for rent, utilities, inventory, and staff.” -Varshika Prasanna
Suzhou Targets 1,000 Solo AI Startups by 2028
China mobilizes “one-person company” AI startups The OPC fervor began spreading in November, when the city of Suzhou, a high-tech manufacturing hub, pledged to turn itself into a destination for AI solopreneurs by building 30 “OPC communities” and cultivating...
Inflation Surge Puts Fed Meeting at Crisis Crossroads
Inflation Just EXPLODED 🔥 Does the Fed Have a Crisis on its Hands? Stocks crashed. Gold collapsed. Dollar soared Fed meets TODAY - and this one number could change everything for 2026👇 Follow for updates $SPY $QQQ $DIA $GLD $DXY $USDJPY $ES...
War‑driven Inflation Pushes Oil, Yields, Dollar Higher
Wars are inflationary - and rising oil, yields & dollar are the play. Not metals right now, as warned to clients. #Gold #Silver Wholesale inflation comes in hot for February with producer prices rising 3.4%, the biggest jump in a...
Iran Crisis Pushes Oil to $150, Hurting Voters
Oil is heading to $150 a barrel. And the people who will feel it hardest are the ones who voted for the man who caused it. I sat down to break down exactly what the Iran crisis means for oil markets,...
Trump Missed Iran’s Escalation Ladder, Warns Former Defense Official
Dana Stroul, former US deputy assistant secretary of defense for the Middle East: “It does not appear that President Trump and his inner circle fully grasped the escalation ladder and range of Iranian retaliation actions" An understatement if I've ever heard one....
Persistence Is Essential, but Not Enough for Startup Success
It is true of all successful startups, that “the founder never gave up.” So it becomes a “law of success.” Of course, sometimes people don't give up, but never find success. So, it's necessary, but not sufficient. https://t.co/A24ObNAAP4
Outsourced Content Can Drain Your Brand’s Spark
Did the social media content for your business lose its luster after you outsourced it? Before all you social media managers come at me, hear me out:
Small Businesses Must Adopt a Sales Mindset when Buying
The mindset requirement that most small business searchers completely miss. When you need sales skills to buy something valuable. https://t.co/I65QEUaTVu #SmallBusiness & Deal Making #SMB https://t.co/6EkB5eHA9j
Rate Shifts Since Jan FOMC Concentrated at Front End
Rates moves from Jan FOMC to today are basically all in the front end https://t.co/z4SHlodCLM
China’s Gulf‑Iran Balancing Act Strains Amid Escalating Strikes
Can China still maintain good relations with Gulf states and Iran as fighting escalates? Iranian strikes on neighbouring states in response to US and Israeli attacks highlight how difficult Beijing’s balancing act has become https://t.co/nw8sJ9lHjm
PPI Misunderstood Yet Valuable Input for PCE
Also, your monthly reminder that PPI doesn't measure what you think it measures, but it is a useful input into PCE.
PPI Shows No $80+ Oil Days in February
Producer Prices - How much oil data (days > $80) is in this PPI inflation data? PPI vs Brent Move -- Zero days above $80 in this Feb PPI print—WTI cruised the entire month between $61–$67 (avg ~$64.50, peak 67.31 on...
AI Agents Out‑personalize Humans in Cold Emailing
getting mixed feeling, ai agents cold emailing me do a better job personalizing emails than some humans
Control of Hormuz Determines Iran War’s Global Impact
Comparing what is now happening with what has happened in analogous historical situations and triangulating my thinking with smart, well-informed leaders and experts has always helped me make better decisions. I have found that most wars are filled with big...
China’s 90% Model Redefines Global Economic Power
𝐓𝐡𝐢𝐬 𝐢𝐬 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐲𝐨𝐮 𝐬𝐢𝐦𝐩𝐥𝐲 𝐜𝐚𝐧𝐧𝐨𝐭 𝐨𝐯𝐞𝐫𝐥𝐨𝐨𝐤. What if China’s economic power is much bigger than we realize? In just 45 seconds, I’ll reveal the truth behind China’s 90% Model and how it’s reshaping industries globally. 𝐖𝐡𝐚𝐭 𝐲𝐨𝐮’𝐥𝐥 𝐥𝐞𝐚𝐫𝐧: The insidious strategy behind...
United CEO: JetBlue Deal Decision Amid 50% Travel Drop
United CEO Scott Kirby Says Buying JetBlue Is Up To Them — As Government Travel Falls 50% - View from the Wing https://t.co/SCDu2KV8hV
US Strikes on Iran Risk 5% Global Oil Loss
Iran produces 4-5% of the world's total oil supply, making it the 3rd largest producer in OPEC. The best case for this conflict just took a leg lower. At best, this ends in the next 1-2 months and the Strait...
US Economy Slows; Trump’s Iran War Threatens Further Damage
The US economy is losing momentum. In January, consumer spending slowed sharply to a crawl of 1.56% annualized. TRUMP’S WAR ON IRAN PROMISES MORE ECONOMIC DAMAGE. https://t.co/sjumYo1FBt
FOMC Day May Reset Market’s Minimal Cut Outlook
FOMC day and "extended pause" hedging pressuring whites. 2026 cuts down to 23 bps. Of course, Fed has an opportunity reset all of this via FOMC statement, SEP, and presser. Should be a fun day https://t.co/pMoJFfaIiY
Fed Decision Zone Signals Hedge Opportunity Near $670
📺 WHY THIS FED MOVE СOULD BE SOLD 🛑 Get my newsletter tomorrow: https://t.co/Rqp84Wg39F The market has shown short-term strength going into the Fed today. $SPY has rallied meaningfully from around $662.34 to the $674 area, a solid move given the macro backdrop...
Excalipoint Secures $69M for Next‑Gen T‑Cell Engagers
Chinese biotech startup Excalipoint banks $69M for next-gen T cell engagers https://t.co/809RqRWJNL by @gwendolynawu #biotech #startups
Human Voice Beats AI-Generated Content in Marketing
I had a planning call this week and we ended up talking about the "content marketing is dead" idea. I think it’s the opposite. AI makes average content cheaper to produce, so average content gets ignored even faster. If you want your...
US Waiver Redirects Russian Oil to India, Squeezes China
Macro: US waiver shifts Russian crude to India, squeezing China; grades flipped to Brent premium 🛢️ Drivers: waiver, Hormuz closure, voyage economics. Risks: geopolitics, supply swings. Trade: buy Indian refinery exposure. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
FT‑Targeted Biotech Stocks Deliver Short‑Term Alpha
Good read on Biopharma M&A by RBC , little mention to Betaville, Bloomberg, FT , oand ofc the standout $RVMD Our biopharma team is out with an M&A discussion piece - given the importance of M&A to the sector, it is...
Expect Fed‑Driven Volatility Spike, Real Move After 2 PM
🚨 Morning Market Rundown – March 18, 2026 🚨 Big macro day ahead — inflation + Fed decision = expect volatility spikes and potential trend shifts. This is a trader’s day, not a passenger’s day ⚡️🧠 Macro Focus: 0830 - PPI (inflation...
Trump-Netanyahu Iran Conflict Triggers Market Correction, Threatens US Economy
A stock market correction caused by the Trump-Netanyahu War On Iran that spikes oil, yields & dollar poses the greatest risk to the US economy. Fixed it for ya, GS
Defuse Manager's Cold Shoulder While Keeping Integrity
Your manager asks for your honest feedback on a new policy, then treats you coldly after you provide constructive criticism. HOW TO REVERSE THE FREEZE WITHOUT COMPROMISING YOUR INTEGRITY:
Test Ideas First: Build Minimum Viable Projects
Building projects isn’t just about learning. It’s about testing the waters. Before you commit — build. In product: MVPs. In growth: experiments. For your skills? Minimum viable projects.
China Shifts Food Imports From US to Emerging Markets
China retaliated against tariffs by importing much less food from the US in 2025. Canada, Ukraine and the EU also got hit. Instead, China ramped up its food imports from many across emerging markets. Vietnam, Indonesia and Argentina are among...
Energy Becomes National Security, Triggering State‑Driven Markets
🔴Thoughts on the Future of Energy Markets🔴 The most severe long-term consequence of escalating trade wars, tariffs, sanctions, disruptions involving Venezuela, Iran, the Strait of Hormuz, and even moves like the Greenland interest isn't just higher prices or short-term supply shocks....
Pick a Niche, Stay Consistent, Get Early Traction
New blogger? Do these 5 things immediately: • Pick a clear niche • Publish helpful content • Comment on other blogs • Network with bloggers • Stay consistent Speed + consistency = early traction.
Middle East Conflict Dampens Prospects for 2026 Rate Cuts
President Trump is demanding that the Fed immediately lower borrowing costs. But the war in the Middle East has now made any interest rate cuts much less likely in 2026 — not just in the U.S. but around the world. w/...
Hope Boosts Risk Appetite Ahead of BoC, FOMC
Hope Lifts Risk Appetites Ahead of the Bank of Canada and FOMC Meetings: There are three main talking points today. The first is the war. While it continues to rage, more oil is reportedly moving through the Strait of Hormuz...
Fed Rate Outlook Shifts Dramatically in Three Months
Wild to think just 3 months ago there was an FOMC member projecting a 2-2.25% Fed Funds rate for 2026 (6 cuts from current). How quickly the times change... https://t.co/pLQLDHIdVx
Japan's Gas Prices Surge on Conflict and Weak Yen
Japan's gasoline price hits a record high 📈⚠️ 🛢️ The Middle East conflict and weak yen are delivering a double whammy to Japanese consumers 👉 Japan depends on the Middle East for most of its oil https://t.co/NMJurOwuQM https://t.co/ivLXm4sdIQ
Nvidia CEO Learns Long‑term Thinking From Gardener
Nvidia CEO received his best career advice from a gardener on long term thinking and doing https://t.co/9uar3tYXfT
Treat Discovery as a Service, Not a Blocker
Discovery isn't a phase in your process. It's a service you offer your organisation. Imagine you get a feature request from a stakeholder 😬 They want it built. "Just a small thing." Won't take long. Will be great. Most PMs respond with: • "No"...
Surround Yourself with Truth‑Telling Allies, Says Bezos
Successful people surround themselves by supportive truth tellers — a masterclass by Jeff Bezos on the importance of seeking the truth https://t.co/fvYXNVvBbz
Treat Criticism as Investment: Seek It to Grow
"If praise is affirmation, criticism is investment. We need to create cultures where people are not only receiving criticism well but seeking it out, because that's the only way to grow." -Will Guidara (EP.492) With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.