India VIX’s Low Level Signals Complacency Amid Global Tensions
How come the India VIX below is lower than it was during the Russia-Ukraine crisis? The US Vix is also lower than last year's wars and the Tariff announcements. Either we have not discounted the real extent of what has happened, or investors are extremely complacent in the belief that Iran cannot win, or we have still not accepted the idea that it is not contained. #IndiaVIX #VIX #StockMarketIndia #Volatility #MacroEconomics #GlobalMarkets #Indiacharts
US Initiates Trade Probe Targeting EU, China, India
US launches probe into trading partners including the EU, China and India https://t.co/JsVy4bXFEc Announcement: https://t.co/UgsOQ97Tzp
IEA Warns War Could Cause Unprecedented Oil Disruption
The IEA says the war in turning into the biggest oil disruption in world history https://t.co/UJZqGyrhUP
Elon Musk Launches xAI, AI Startup Announced July 12
#ThisDayInTechHistory. March 9, 2023. @ElonMusk founds xAI and officially announced the artificial intelligence company on July 12, 2023. (ABC 7 Chicago) #AI https://t.co/0JnnnqO4yT
10% Oil Spike Adds 0.
“Our rules of thumb are that a sustained 10% increase in oil prices boosts headline and core PCE inflation by 0.2pp and 0.04pp, respectively, while lowering GDP growth by around 0.1pp. The growth impact from a temporary price increase that...
Transport Services Inflation Leads Core CPI Pressure
Transport services inflation will be the first core CPI/HICP components to feel the heat, though these data are very sensitive to ampling in any given month.
UK 10‑Year Yields Top 4.7% Amid Oil Surge
UK borrowing costs are on the rise once more this morning. Per the Bloomberg chart below, yields on 10-year British government bonds are again above 4.70% as the war in the Middle East pushes Brent oil north of $95 once again. This...
German 10‑Year Yield Hits 2023 High Amid Inflation Fears
German 10-year yield climbs to highest since 2023 on inflation fears https://t.co/cvav2xEd32 via @highisland https://t.co/oIAhZehdiG
Renewables Can Replace LNG Faster than EVs Replace Oil
What are the consequences for energy markets and the transition of a potential long disruption to the Strait of Hormuz? TLDR: It’s a *lot* easier to replace 20% of LNG (15% of natgas supply) with wind and solar than it...
Global Economic Power Shifts: Asia Regains Dominance
If you compress several centuries of economic history into a single visualization, one thing becomes obvious. Stability is the exception. Not the rule. Power in the global economy has always shifted. In the 1600s, Asia dominated. China and the Mughal Empire accounted for...
Seeking Real Experiences Working With Neurodivergent Colleagues
Need your honest opinion? What's been your experience working with neurodivergent people? cc @hacking_hr , @sbrownehr @MeetJMB @themmanuelfaith
Iran Ramps up Energy Attacks as Oil Stays Sub‑$100
Overnight Iran reacted to the IEA's oil release intensifying its attacks on regional energy targets, including two small-sized fuel tankers in Iraq. Tehran knows oil is what could force President Trump to end the war early. Still, both Brent and...
US Launches Trade Probe, Reviving Trump-Era Tariffs
US starts trade probe into the EU, China in Trump’s tariffs revival https://t.co/Yi7oHtrATc via @hlowenkron @catherine_lucey https://t.co/DnU0Aq5dCU
Americans See China as Alien, Fueling Chinamaxxing Meme
Washington Post op-ed: “Chinamaxxing is an effective meme precisely because Americans still see China, the world’s second-largest country by population and only other superpower, as incredibly alien.” https://t.co/xuaBorhEus
Future-Proof Careers Need Product Sense, Not Just Code
Controversial opinion. Most coding bootcamps are preparing people for jobs that AI will automate in 3 years. The skill that matters now is not writing code. It's knowing what to build and for whom. Learn to talk to users. The rest is...
Educate GEO Buyers Now or Face Tough Conversations
Here's your reminder People buying GEO services are buying them completely holding you to SEO math. Educate them now or face tough conversations later. https://t.co/bxIyXVvZxg
Bootstrapped Hustle Turned $50K Debt Into $1.8B
He maxed out $50K in credit cards to start a data company while in law school. He worked 7am to 3pm on the business, then sat in class until 10pm. For 3 years, he paid himself $24K and used each new customer...
Nudie Jeans Thrive in AI Search, Miss Google
I've been showing nudie jeans for 2 years, not showing up in a TON of searches in Google and crushing in AI search. There are examples out there. https://t.co/NqkHUpcI86
Asia Holds Half of $219T Global PPP Economy, China Leads
The Entire Global Economy in 2026 in One Chart (GDP, PPP) Key Takeaways: 👉 Purchasing power parity (PPP) adjusts a country’s economic output to account for differences in cost of living. 👉 The global economy sits at over $219 trillion by this metric, of which...
Commodity Decline Signals Shift to Deflationary Recession
When commodity markets and metal stocks start falling, the narrative will shift from stagflation to a deflationary recession. Every day we get closer to that outcome, the war looks like the smokescreen or precursor to the final event
Private Credit Stress Forces Market to Reprice Risk
Macro: private-credit stress rising; Key: valuation opacity at Blue Owl, higher rates; Risks: hidden losses, redemptions; Trade: cut private-credit exposure. Takeaway: market to reprice risk. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Six Merchant Ships Attacked in Gulf Amid War
Six vessels attacked in Gulf, Strait of Hormuz as war puts merchant ships on front lines https://t.co/pAYt6WBG5O
Iran Continues Massive Oil Shipments to China via Hormuz
🚨Iran is still pushing oil through the Strait of Hormuz: At least 11.7 million barrels of Iranian crude have passed through the strait since February 28, all headed to China. Many tankers have "gone dark," switching off their GPS tracking systems...👇 https://globalmarketsinvestor.beehiiv.com/p/the-iea-has-proposed-the-largest-emergency-oil-release-from-strategic-reserves-in-history
Latin America Appeases US, Banks on Chinese Cash
NYT op-ed: “For years, Washington’s Latin America policy has oscillated between neglect and alarmism…The result is a region that has learned to nod to U.S. concerns while quietly cashing Chinese checks.” https://t.co/fuVrwW6AHG
Iran, Not Trump or Hegseth, Behind Ship Explosions
Who everyone I talked to at the shipowners conference today thinks is blowing up merchant ships: Trump & Hegseth Who is actually blowing up ships: Iran
US Navy Limits Signal Global Trade’s Fragile Future
We are witnessing the end of globalization If the US military with the massive armada assembled within 500 miles can’t protect ships in this region, we stand little chance of protecting our container shipments from Asia in the event of a...
US Food Inflation Accelerates Amid Mixed Category Trends
Food Inflation in America. Not good. Looking at major categories of foods. Some continued to spike (beef, coffee), others continued to plunge (eggs), others changed less. Overall food inflation accelerated on top of already very high prices https://t.co/taRrQJWe4I https://t.co/IdfYxkT1G2
China Escalates to Immediate Refined Fuel Export Ban
China has just ordered an immediate ban on refined fuel exports in March to manage any potential domestic fuel shortages. A week ago they asked refiners nicely and just targeted new contracts, so this is a step up
Legora's $550M Raise Fuels Walter AI Acquisition
AI legal tech startup Legora, after raising $550M this week, acquires Walter, a Canadian based startup that builds AI agents that work within Microsoft Word and Outlook. Walter launched the AI agents after pivoting last September. The acquisition is believed...
Oil Rebounds to $100, Heralding Broader Economic Shock
Oil price back to $100. Even though the EIA said member countries will release 400m barrels of oil. At this rate…this is just the beginning the oil shock will send to the economy, supply chain and consumer price.
U.S. War Undermines Global Standing, Boosts China’s Influence
“This war hugely damages U.S. standing in the world, which means that China has much more scope to establish its own standing in the Middle East and the Global South generally,” said Steve Tsang, director of the @SOAS_CI in London. @yarotrof...
Quarter‑billion Barrels Lost From Hormuz Shutdown
We've already lost roughly a quarter *billion* barrels in cumulative oil supply thus far in the Strait of Hormuz stoppage.
ADP and Workday Lead Best Companies for Women
ADP, Workday top best companies for women list @HR_Exec https://t.co/KXk0AGxLWW #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
AI Agents Replace SEO Agency I Never Had
I replaced my entire SEO agency with 8 AI Agents Here's how: I never had an SEO agency
Inflation Unmoored in Late
This is the popular narrative but it's not correct. Inflation de-anchored in the late 1960s under pressure from Great Society & Vietnam spending and Martin acquiescing to LBJ's pressure. Inflation was kept artificially low in the early 1970s by wage...
Trust Grows Through Live, Unfiltered Audience Q&A
@NIHDirector_Jay spoke at @UF today. I could not get a ticket or ask a question. Apparently it was about building trust, my area of communication expertise. You don't build trust taking a few prescreened questions. You take them live, answer...
Sabbaticals, Not Resilience Training, Save Burned‑Out Doctors
Medical culture says you are either 100% in or you are out. That toxic lie is costing us incredible doctors. The cure for physician burnout isn't more resilience modules. It is a sabbatical. In a recent episode of The Podcast by KevinMD,...
Microsoft Quietly Scraps “This Is an Xbox” Campaign
it looks like Microsoft's "This is an Xbox" marketing campaign has been quietly canned. The original announcement post has been removed, but the ads still remain on YouTube https://t.co/PeCX9AG175 https://t.co/XqJXAU83Zf
US Job Data Overstated, Recent Revisions Cut 94k Jobs
⚠️US employment numbers have been grossly OVERSTATED: The US job market has seen revisions in ALL months of 2025 and 11 months of 2024. Over the last 3 months, US employment has been revised DOWNWARD by -94,000 jobs.👇 https://globalmarketsinvestor.beehiiv.com/p/february-us-jobs-report-was-a-disaster
Markets Brace for Extended Oil Shortage Despite IEA Release
The IEA just released 400 million barrels to cover a 20-day shortage. Oil markets are pricing in something longer. Private credit funds are starting to gate withdrawals. 🔒 Members-Only https://t.co/G7C0qy6noj
Boasting About SEO Wins Gets You Caught Fast
The funny thing about people publicly boasting about their explosive SEO campaigns is that bringing viral attention to them is the single best and fastest way to get caught, including potentially having multiple accounts in your GSC all penalized at...
Hormuz Closure Cripples Oil Markets Amid Ongoing Crisis
hardly the "win" to boast of when the Strait of Hormuz remains closed, oil markets and everything downstream plus several other key commodities are buckling under extreme strain, the Mideast is on fire, and there is no end in sight...
Equities Overpriced Amid 1970s‑Style Rate Surge
In case you have not noticed yet, we are reliving the 1970s with interest rates heading higher and commodity prices blasting off In the 1970s U.S. equities rattled back and forth in a 50% range U.S. equities are overpriced now -- but...
Build a Trusted Audience Before Launching Your Ideas
I think at that point it might be more beneficial to have distribution already, like an audience you built up that trusts you, which I try to do on here
Tankers Attacked, Brent Nears $100, Middle East Risk Spikes
Brent crude #oil is flirting dangerously close to the $100/bbl level once again after two tankers were attacked in Iraqi waters, underscoring the broader risks to energy assets across the Middle East and overshadowing a record oil release from the...
Google Fiber Merges with Astound, Astound Becomes Majority Owner
If you were listening to my podcast you knew something like this was coming. @google 's @googlefiber merged with @astoundconnects with Astound being the majority owner. GFiber was on the market for quite some time. https://t.co/Ux7k40VGTJ
Oil Spike Fuels Inflation Fears, Squeezes Stocks
Crude oil prices rose - feeding inflation fears and punishing the stock market- despite an IEA release of 400 million barrels from emergency stockpiles. Now what? #crudeoil #oilprices #IranWar #stocks #stockmarket #inflation #macro #trading #dollar https://t.co/jccqS0V3d3
Iran Conflict Fuels Gulf Tanker Attacks, Crude Surge
About to jump on CNBC @asiasquawkbox to talk about the Iran War, the Strait of Hormuz, the latest tanker attacks in the Gulf, and tonight’s jump in the price of crude. Tune in! https://t.co/myMaR7VRA7
SPR Release Announcement Triggers Panic, Fuels Oil Prices
In case you are wondering why oil prices continued to rise despite the US announcement of a massive SPR release: In the SPR literature, more than 30 years ago, experts warned that announcing an SPR release might signal crisis and cause...
Supply Shocks and Politics Won’t Push Oil Prices Down
exploding tankers, the us releasing 40% of its remaining oil reserve, and trump bragging about how well things are going: not indications for low oil prices.