Central Banks Delay Hikes in Supply Shocks, Await Wage Inflation
The supply shock move in Energy prices, fertilizer prices, and food prices IS a Rate hike which slows the economy and is disinflationary to goods and services that are not energy and food. A dual mandate central bank doesn't hike into a supply shock until wage inflation is anticipated to support non (food and energy) inflation
Trump and Netanyahu Drive Dollar Dedollarization Amid Iran War
Trump-Netanyahu orchestrated dollar dedollarization, debasement & devaluation in full view as collateral damage to their war on Iran, Lebanon, et al. #ByDesignOrDefault
IEA Nations Confirm Massive Oil Release, Need Hormuz Opening
IEA countries have now confirmed their contributions to our largest ever oil stock release This brings unprecedented additional volumes of oil to the market from 16 March onward. However, opening the Strait of Hormuz is vital for a return to stable...
Design for 2030 Abundance, Not 2024 Scarcity
If You're an Entrepreneur: Stop designing businesses for 2024 scarcity. Design for 2030 abundance. Assume intelligence is free, energy is unlimited, and robotic labor costs pennies per hour. What becomes possible that's impossible today?
One Story, Endless Revenue: Create Once, Distribute Forever
Disney made The Lion King in 1994.... Then they made it again in 2019 with a completely different cast. Both were massive. Same story. Different distribution. Create once. Distribute forever.
Global Economy Faces Growing Complexity and Uncertainty
Please find below the links to my weekly look at what has become a much more complicated and uncertain situation for the global economy and markets. linkedin.com/pulse/weekly-look-global-economy-markets-mohamed-el-erian-shp3e/?trackingId=vXKBwDM3QxqdFHY2kfbOrQ%3D%3D&lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BXcJdDTIXTiGfbxaVzWx6xA%3D%3D https://open.substack.com/pub/mohamedelerian/p/the-weekly-look-at-the-global-economy-372?utm_campaign=post-expanded-share&utm_medium=web #economy
War on Iran Sparks Unprecedented Supply Chain Uncertainty
The US-Israeli war on Iran, is heavily disrupting fertilizer, aluminum, semiconductor inputs, and other key industrial supplies. Supply chain expert Nick Vyas: “We have created equal if not greater uncertainty than during the pandemic.” TRUMP’S WAR = AFFORDABILITY PROBLEMS. https://t.co/zziB6qAr5L
Iran Attacks Hint at Sixth Shock, but Prices Modest
"This month’s attacks on Iran point to a sixth global energy supply shock, but the rise in crude oil prices to date does not represent a shock of the magnitude seen in earlier episodes. At $100bbl, Brent crude is less...
Oil Shock Boosts Dollar, Weakens Euro and Asian Currencies
I don’t know how much clearer I could have been in the latest roundup. 1) the price of oil doubled in a week and the Hormuz closure is 100x works for European and Asian markets. Therefore as long as it...
Speed Wins: Faster Follow‑Ups Accelerate Sales
Sun Tzu said: "Fall like a thunderbolt." In sales, this means respond FAST. If you take 2 days to follow up after a demo, your buyer takes 2 days to respond. If you respond in 2 hours, they mirror that speed. Money loves speed. Speed...
Startups Thrive in Niche Pockets of Large Markets
Small markets are good if you can be #1. Large markets contain niches that are too small for incumbents to target but perfect for startups; there's budget and people are searching for it. So, that's often better. https://t.co/8TZHTobLGs
UK January Growth Stalls; Starmer Prioritizes Russia over Economy
The UK economy showed NO GROWTH in January. No surprise. RUSSOPHOBE Starmer is too busy picking fights with Russia than fixing Britain's TANKING economy. https://t.co/Wz4vL8LULC
Virginia Adopts 12‑week Paid Family Leave Law
VIRGINIA PASSED PAID LEAVE 🎉 An employment lawyer explains how it works: ✅ 12 weeks of paid leave per year ✅ 80% of wages ✅ max $1,444 per week ✅ for birth, bonding, medical recovery, medical caregiving, DV Welcome to the club, Virginia. Some...
HR Tech Designed for a Workforce That’s Vanished
Most #HRSystems Were Built For A #Workforce That No Longer Exists @Forbes https://t.co/njIjAm4zeL #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
GenAI Bridges Divergent Multicloud APIs, IAM, Pricing
RT Multicloud != "just more clouds." It's divergent APIs, IAM models, pricing, and PaaS semantics across AWS, Azure, GCP, Oracle, and others. GenAI introduces a translation layer for configs, code, and policies. #MultiCloud @Star_CIO https://t.co/vBzM21vM14
Oil Shock Resilience Masks Sectoral Strain on Airlines, Farms, Autos
The WSJ reports: "The U.S. economy is less exposed to oil shocks today than in prior decades." But, today’s economy shows strain in airlines, farms, autos. Airlines face soaring fuel costs. Farmers face higher fertilizer prices. Rising gas prices threaten US autos. https://t.co/bOpYCs0pCD
Iran Conflict Freezes U.S. IPO Pipeline This Week
Iran war chills the IPO market: No companies expected to price in the U.S. this week
Corporate Finance Tech's Biggest Untapped Opportunity Persists
Revisiting this one year on… and number 1 remains the single biggest opportunity for tech builders for corporate finance teams. And I don’t see anyone building it ?!
Gas Prices Surge 23% Since War Began
The @wsj on one of the most sensitive prices across the economic, political and social landscape: “Average regular gasoline prices nationally were around $3.68 a gallon on Saturday, according to AAA, a 23% increase from before the war started at the...
Flight Attendants Stuck Without Raises as Union Dues Climb
United Flight Attendants Havent Had A Raise In 5.5 Years — But Their Union Dues Are Still Going Up [Roundup] - View from the Wing https://t.co/bV3vxa6YNf
Central Banks Brace for Inflation as Iran War Spikes Oil
The world’s top central banks are about to confront a fresh inflation threat as the war in Iran jolts oil https://t.co/dTDfbxKZsB via @jrandow https://t.co/tBFHewSb2m
Fintech Firm Uses Sports Sponsorship to Build CFO Trust
I keep seeing Airwallex's logo everywhere lately. McLaren F1 cars. Arsenal kits. Now the SF Giants jerseys. Had to look them up. Turns out they're a payments company worth $12B that most people have never heard of. And instead of running ads...
US Oil Exports Could Spark Overwhelming Ban Demand
I’m really concerned that when people take this one step further and learn that the US is actually selling oil to other countries that the public’s demand for an export ban will become overwhelming.
Global Shipping Chaos Raises Costs for Everyone
More than 100 cargo ships are stuck in the Persian Gulf. Nearby ports are packed with redirected cargo. Costs are being driven up globally. NOBODY IS SPARED FROM THE TRUMP- NETANYAHU WAR TAX. https://t.co/EF8fmqKgiV
US and China Officials Meet in Paris to Plan Summit
US Treasury Secretary Scott Bessent, US Trade Representative Jamieson Greer and China’s Vice Premier He Lifeng began talks in Paris on Sunday to map out plans for a leaders’ summit later this month https://t.co/ALjOia2Bim
Alba Cuts 19% Capacity to Safeguard Operations Amid Hormuz Disruption
March 15 (Reuters) - Aluminium Bahrain https://t.co/oYsWepGMNg, known as Alba, said on Sunday it had initiated a shutdown of three aluminium smelting lines accounting for 19% of its capacity to preserve business continuity amid ongoing disruption in the Strait of...
Greek Shipowners Sabotage EU Sanctions for Putin Profits
Greece' shipping oligarchs fatally undermined the maritime services ban that should've been in the EU's 20th sanctions package. They're loyal only to money. If that means helping Putin, they fall over themselves doing it. No one should celebrate them... https://t.co/LOEwsvkjYG https://t.co/xUJgZVccK2
Document Your Frustrations Now, Profit Later
That thing making you want to scream right now? • Screenshot it • Journal it • Voice memo it • Document it In 6 months, someone will pay you for the solution you're currently Googling at 2 AM.
India’s Gulf Oil Imports Vanish, Boosting Iranian, Russian Demand
India used to import 50% of its oil from Iraq, Qatar, Saudi Arabia and UAE (blue). All this oil had to transit the Strait of Hormuz and - recently - this is down to zero. It's this massive hole that's...
Trump Forces Unpopular Northern Iraq Oil Export Resumption
Press the translate button. Remember what I mentioned before: The resumption of oil exports form Northern Iraq was forced by the Trump administration. None of the parties are happy, especially the KRG.
Being a Generalist Fueled My Startup Success
I'm 40. I've been told my whole career that you need to specialize. Pick one thing. Go deep. Become the expert. I did the opposite. And it's the reason BlackTwist exists.
All Goal‑setting Frameworks Share Identical Pyramid Structure
OKRs, OSTs, Lean Value Trees... none of them matter. They all solve the same problem: how do you make sure everything your team does actually connects to your goal. And they all use the same structure to do it: •...
Multidimensional Resilience Boosts Workplace Thriving
#Webinar Resilience at Work: a multidimensional approach to thriving at work @ABPsychologists https://t.co/y1LNMfu5K0 #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
War Triggers Gulf’s Defense Surge and Pipeline Pivot
I was reading Ziad Daoud and Dina Esfandiary's analysis of how this war will change the Gulf. They argue that just as the 1990 invasion of Kuwait created a deep psychological rupture, the current missile strikes are threatening to repeat that...
Geopolitical Wars Drive Stocks Down as Oil Spikes
🔴Watch oil prices: In past geopolitical conflicts, stocks were negatively correlated with oil. The longer the conflict lasted and the higher oil prices went, the deeper the drawdown, with the worst being -19.3% during the 2011 Libyan Revolution 👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
AI Generates Complete Content Strategy in Minutes
🤯 Created a full content strategy in 5 mins 🔥 AI found competitor gaps 🛠️ 30-day plan with hooks 🤵 TikTok, Reels and Tweet ideas 📦 Ready to execute today This is crushing $5k agency strategies Want the blueprint? RT + comment 'CONTENT AI'
Bootstrapping Beats Funding for Most Entrepreneurs
This is great advice if you’re funded but an absolutely a terrible take for bootstrappers. It’s also exactly why bootstrapping is the better option for the vast majority of entrepreneurs.
Dollar Debasement Spurs Gold, Silver Miner Upside
USA printing trillions to rebuild Gaza ($17B+ pledged), Venezuela ($100B+ oil), Cuba & Iran. Dollar debasement accelerates → inflation hedge essential. Gold & silver miners: leveraged upside on rising metals, undervalued now. https://t.co/X9WvAtyZxp
Fuel Oil Prices Spike, Threatening Container Shipping Costs
COLUMN: While the price of Brent and WTI crudes remain well below their record high, the cost of fuel oil has surged above the 2022 and 2008 peaks. The surge is a big problem for the workhorse of globalisation: the container...
Trump's Waning Focus Stalls US Ukraine Peace Push
NEW: The US-led peace process in Ukraine is fizzling out because Trump is losing interest and his war against Iran is easing pressure on Russia. “A pause has indeed appeared in the talks. The Americans have other priorities,” Kremlin spox...
Private Credit Failures Are Systemic, Not Isolated
Every time a private credit borrower blew up, a choir of private credit strategists called it "episodic." Just a one-off. Now, they're admitting some issues, but say "it's not systemic". We mapped this circular system since over a year ago. Here's what's actually going...
Ge
Here it comes. Covering : - US Strike on Iran's Kharg Island - Impact on USOIL & trade idea with targets - Why Gold ( XAUUSD ) isn't moving higher & whats next for it - Stagflation update & its impact - US Indexes update &...
Open Your Journey, Unlock Free Development and GTM
Be open with your journey folks - it’s free product development, free market development, free GTM
Tory Recklessness Sparked Inflation, Banking Crisis, Oil Embargo
In fact the high inflation and run on the pound that caused the bailout were the result of the previous Tory government's reckless fiscal and monetary loosening in a "dash for growth", a banking crisis caused by the Tory government's...
AI Recruiting Trends and Global Policy Updates
Recruiting Brainfood - Issue 492 https://t.co/Pr6g6on98P AI-Linked Jobless Tracker, Lessons from Zapier on AI interviewing deployment, Official English Translation of China's 15th 5 Year Plan and a cool how to on UK DUAA. https://t.co/HN0sFJQ5Zh
Prioritize Core Work, Protect Time From Distractions
Your calendar should reflect what truly matters. Not everyone else’s urgencies. ⏳ Too often, we fill our days with meetings, requests, and “just one more thing” until the work that actually matters gets buried. Real productivity begins when you clearly define...
Talk More, Code Less: Users Shape Your Roadmap
Unpopular opinion. Most indie hackers spend too much time building and not enough time talking. I spent 3 hours last week on calls with 4 users. Zero lines of code written. It was the most productive week I've had in months. The...
Simplify Productivity with the COD Framework
If productivity feels overwhelming, it’s usually because the system is too complicated. The truth is, a great productivity system should simplify your life, not add more stress to it. That’s where COD (Collect, Organise, Do) comes in. A simple framework that helps you: ✔...
Asian Terminals Delisted After Maharlika Investment Acquisition
𝗠𝘆 𝗣𝗵𝗶𝗹𝗶𝗽𝗽𝗶𝗻𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 "𝗔𝗧𝗜 𝗗𝗲𝗹𝗶𝘀𝘁𝗶𝗻𝗴 — 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗕𝗮𝗰𝗸 𝘁𝗼 𝗪𝗼𝗿𝗸" On 1 March 2026, I shared the notice regarding the delisting of Asian Terminals Inc. (Ticker: ATI). The development came after Maharlika Investment Corporation (MIC), the Philippines’ sovereign wealth fund,...
Focus on Product and Users; Cut All Distractions
Most founders fail for one reason: lack of focus. The best ones obsess over product and users while others chase coffee with investors, conferences, PR, partnerships, and social media debates. If it does not improve your product or help you...