What is the #1 trade you want to be holding when a Middle East war breaks out over the weekend? ⬇️

Middle East Tensions Update & Possible impact on global financial markets going into the next week : https://youtu.be/XZvRoREIMoY?si=LIlBTBlEX3F68ljk
First. Thank you. Every single message yesterday meant so much to me. We are safe, exhausted, and so grateful. We have a shelter in our apartment which makes us luckier than most. And watching videos of people dancing and singing in...
Friday's closing correction was also on the basis of war. So, what do you think? How much will fall tomorrow? Or has the war's impact already been discounted in the Indian stock market?

Yesterday was a horrible #buildinpublic day I got rinsed by 100s of engineers for being a micromanager I was defensive and overwhelmed, and trying to explain my own preferences for how Senja should be run I know I am not perfect and am...
Problems in Dubai are not just for people staying there - it spills over to India - we get $45 bn of remittances from the Middle East each year.
You DON'T need to: • Quit your job • Work 80 hours/week • Raise VC funding You DO need to: • Ship consistently • Talk to users • Build in public 6 months of focused side-project work can change everything. You'll be ahead of most builders.

1/ Update on middle east tensions & their market impact : - Iran's Supreme leader is dead , new leadership will take charge soon (likely today) - IRGC announced to hit America & Israel today in the most intense way - Trump responded...
Toxic culture kills small businesses. Stress, gossip, and hostility cut output by 20% and drive turnover that cost U.S. firms $223B in five years. Leaders who ignore bad behavior fuel burnout, distrust, and exits. You set the tone through direct feedback, clear roles,...
⚠️China is indeed DUMPING US Treasuries: China’s holdings of US government bonds dropped -$75.5 BILLION in 2025, to $683.5 billion, the lowest since September 2008, the Financial Crisis. Since the 2013 peak, holdings have fallen -$633.2 BILLION.👇 https://globalmarketsinvestor.beehiiv.com/p/china-sold-a-significant-amount-of-us-treasuries-in-2025
Re-upping this. Monday is the last day of the current tender offer. Maybe I'll put out an English version, but it's in my Cui Bono piece on Smartkarma last week.

Our system isn’t broken. It’s just being tested by real life. Steve Jobs once said deciding what not to do is as important as deciding what to do. In this week’s episode of the Your Time, Your Way Podcast, we unpack what...
“The Chinese economy in 2025…is like a giant machine where large parts are beginning to cool down, while a considerable part remains at high temperature. But the temperature of this part is difficult to conduct to the cooling parts.” @ChinaFile https://t.co/oC1Pwzm8je
China new home prices fell at fastest pace in 3+ yrs (Feb). Macro: property slump drags growth. Key factors: weak demand, limited policy relief. Risks: wealth erosion, consumption hit. Trade: short Chinese property developers/RE ETFs 🔻 — Viktor Kopylov, PhD,...
🚨 IRAN WAR UPDATE — MARCH 1, 2026 🚨 Khamenei is confirmed dead by Iranian state media. But the bigger story: the IRGC has formally closed the Strait of Hormuz. Shipping firms are instructing vessels to shelter in place. About 20%...

The CEO’s job isn’t to run the company. It’s to align it. Operations can be delegated. Alignment cannot. A CEO stuck in execution becomes an operator. A CEO who aligns vision, strategy, people, and incentives builds scale. Execution is the engine. Alignment is the steering wheel. Drive...
Thinking ahead... does this push China to further speed up the adoption of renewables + batteries and make it even more reluctant to wind down coal. The Iran war is an object lesson in a) American power (which shale has...

Being a Demand Planner, I am trained to notice patterns, seasonality and cycles. To notice the root cause of those disrupting signals and what causes them, so I can get my forecasting model right and predict future events. Since January 20, 2025,...
the us and israel attacked iran. why now and what comes next? i break down the decision, the risks of escalation, and what to watch. with @ted

#BrazilWatch🇧🇷: Brazil's inflation is 4.4%/yr. That's ABOVE its 3.0% inflation target. Brazil’s M4 is growing at 9.6%/yr. That is ABOVE Hanke’s Golden Growth Rate of 7.1%/yr, a rate consistent with hitting its 3.0%/yr inflation target. INFLATION STORY = A MONEY SUPPLY STORY....
Your strategy execution is failing: here is why- https://t.co/elZ3WF6N7v Fix it in 2026. Easy if you avoid these 10 pitfalls.
NPC signals 4.5–5% growth, tech rotation to AI specialists and ~1.5tn CNY ultra‑long bonds to fund infra; housing risks and policy disappointment loom. Trade: buy selective China AI-tech names for cyclical catalyst exposure. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
You can't have responsible AI without responsible data. Classify AI data, extend zero trust, encrypt in use, and spell out non-negotiable governance policies from day one. #AISecurity #DataGovernance https://t.co/aiB5P99ido
Berkshire’s capital allocation principles and strategy: Invest in businesses that we thoroughly understand, with durable advantages and long-term economic prospects; Partner with high integrity leaders who understand their customers and act like owners; Avoid businesses that undermine the fabric of society or...
China Daily: “Around 5% seen as likely GDP target—Consumption, innovation expected to emerge as key economic engines in 2026” https://t.co/mvmKY53AFy
Terrific thread on agent orchestration architectures. "If an agent started making confident but wrong decisions, how many actions would execute before I could stop it?" The three magic words are "observability", "control flow ownership", and "interruption".

Construction Spending on Data Centers, Factories, Powerplants, and Office Buildings: Boom, Bust, and in Between. Despite the hoopla about data centers, spending on factory construction was five times larger https://t.co/rBJr9DUgSX https://t.co/OyvbCGaHrk

The Eurozone’s inflation comes in at 1.9%/yr. That's below its 2%/yr target. The ECB’s money supply is only growing at 3.4%/yr. That's BELOW Hanke’s Golden Growth Rate of 6%/yr, a rate consistent w/ hitting ECB’s 2%/yr target. INFLATION STORY = MONEY SUPPLY...
If you squint some publishers do a version of this when they send 3-4 of their writers to Comic Con or another major trade event (I've done this with Del Rey) and they're signing at the booth at different times...

How Trump’s War Could Destabilize the Global Energy Market #energysky -- via Heatmap News https://t.co/5Rh1Ysyc2w https://t.co/XMEM6rLIOY
https://t.co/U4SkF1hAbc @UBS boosting its copper price target is just the latest confirmation of what we’ve been warning about for years: the world is flying head-first into a structural copper shortage. A projected $15,000/tonne copper price by 2027… and a half-million-tonne supply deficit...

What will happen? What did happen with the housing data last week? Demand went up, inventory went down, but I also have a special section about #mortgagerares and the conflict. @housingwire @sarahteresa6 #realestate #housing #economics #chartdaddy
Distinguished Columbia Prof. Jeff Sachs on the US strikes on Iran: “The U.S. has stepped into shit today, if I could put it bluntly.” https://t.co/TcqwrdIyD9

Efficiency is the New Growth: Navigating the Post-SaaS-pocalypse by @Timothy_Hughes https://t.co/7x2TCrXKsm @DLAIgnite #SocialSelling #DigitalSelling #Sales #Marketing #MarketingStrategy #Strategy #Leadership #ArtificialIntelligence #Innovation #Technology #Tech #TechNews #SaaS #Cloud #CloudComputing
Visionary investor @ctindale takes on THE big question: How did America and the West become so dependent on imports for almost everything we use? Tindale says the Western focus on the financial economy over the material economy has led to a...

Every step in your signup flow is a chance to lose someone. This Skill tightens the whole thing. https://t.co/9CH95T4Rfb

Major News to Track on March 1, 2026: 1. US-Israel Strikes on Iran Escalate, Khamenei Reported Dead 2. Oil Prices Surge Amid Fears of Strait of Hormuz Disruption 3. Global Stock Markets Brace for Volatility Post-Iran Attacks 4. EPF Announces...

Here’s what we wrote in our last macro memo on January 13th, should become a much more interesting trade over the coming weeks: https://t.co/iqiIN2DGsB
RT What is AI literacy? "AI literacy requires a dual focus on AI. What KPIs should teams experimenting with AI focus on that deliver ROI, and whats the longer-term AI vision?" #AI #CHRO #CIO @Star_CIO https://t.co/aiB5P99ido
Most successful people I've met aren't that smart. They move fast, they take risk, they work a lot. That's it.
🚨 OPERATION EPIC FURY — Feb 28, 2026 US and Israel launched a massive military campaign against Iran at 1:15 AM ET. Regime change is the stated goal. Iran retaliated, striking US bases in Bahrain, Kuwait, Qatar, and UAE. US officials say...
The future belongs to leaders willing to take smart risks, challenge legacy processes, and deploy technology the way customers want it used. Digital success isn’t about the vendor. It’s about the will to change. https://t.co/oqVqr3G6ac

A Weak Dollar Won’t Fix the Trade Deficit There’s a popular belief that a weaker dollar will reduce the U.S. trade deficit by boosting exports and reducing imports. In the short term, the opposite often happens. When the dollar falls, imports immediately become...

#TurkeyWatch 🇹🇷: President Erdogan condemned the US–Israeli strikes on Iran and warned that if diplomacy and common sense do not prevail, the region could be dragged into a “ring of fire.” ERDOGAN'S 'RING OF FIRE' IS AN UNDERSTATEMENT. https://t.co/EISjbPXLJq

Here's a list of major geopolitical events since WWII. Up a median of 5% six months later. All of them felt really bad at the time. https://t.co/Jb3QXL0L05
Folks asked me "what's your plan for gwenchmarks"? At first, it was a joke. But... teaching people how to plan, execute and read benchmarks is a good goal. So I wrote The Gwenchmarks Manifesto as a start. Still a bit...
A toxic culture will make you question your confidence before it ever questions its leadership.
When you fire up the sales engagement software but still don’t know your ICP or messaging. https://t.co/E0HuKLF0D7
The mass majority of physicians who are doing independent work think they should be an S-corp. The mass majority of physicians who are doing independent work should not be S-corps. #TaxTwitter
Migrating systems? Focus on replacing existing functionality one-for-one before adding new features. This phased approach ensures a smoother transition and allows for innovation later. #TechMigration #SystemUpgrade https://t.co/hQN18iMJ1F