G7 Finance Ministers Address Global Economy Amid Middle East Conflict
Today, on the invitation of Minister Roland Lescure of France, which holds the G7 Presidency, I took part in a meeting of G7 Finance Ministers on the global economic situation and Middle East conflict. My statement on the meeting: https://t.co/NnpeYX73nn https://t.co/M4gqwz7tmT
Impact Size ≠ Company Size, Says Jim Collins
“Never confuse scale of impact with scale of enterprise.” — Jim Collins Listen to my interview with Jim Collins: https://t.co/bxtOL5yAn4
Human-in-the-Loop: AI vs Judgment on Brainfood Live
Ai recommendation vs Human judgement - what does it really mean to be a human-in-the-loop? Doing this debate on Brainfood Live this Friday
Navigating Conflicting Communication Styles at Work
There is a type of boss/coworker who wants “give me the bottom-line - then I’ll ask for context if I want it.” Another type who wants the context first - and if they want your solutions they’ll ask for them. And...
Beyond Price Control: New Roles for a Full US SPR
People recoil at the idea of using the SPR just to damp prices. But now that the US has plenty of domestic oil, what other purposes would it serve? What other conditions would be an appropriate time to use it?
Oil Spikes Above $119 as Supply Cuts, War Fears Loom
LONDON, March 9 (Reuters) - Oil prices surged to more than $119 a barrel on Monday, hitting levels not seen since mid-2022, as some major producers cut supplies and fears of prolonged shipping disruption gripped the market due to the...
Global Bonds Tumble as Oil Spikes on Middle East Conflict
LONDON/SINGAPORE, March 9 (Reuters) - Bonds across the globe sank on Monday as a rapidly worsening U.S.-Israeli war with Iran briefly pushed oil prices near $120, heightening investor fears over inflation which they bet may prompt European central banks to...
Seizing Iran’s Kharg Port Could Halve Oil Output
LONDON, March 9 - Iran's oil exports would stall and output halve if the U.S. and Israel were to seize its port on Kharg Island, triggering further attacks from Tehran on regional oil infrastructure, JP Morgan said in a note.
Innovative Pitch Self-Selects Ideal Sales Talent for Clay
Definitely the most innovative, modern pitch I've seen for hiring salespeople. Will self-select the right profiles and attitudes for Clay.
G7's 400‑Million‑Barrel Release May Mask Iran Conflict Risks
G7 countries looking at releasing oil reserves. Maybe 400 million barrels. How much impact will this have? What if the Iran war continues, and reserves are drawn down?
True Leaders Stand at the Back, Not Front
He stood at the back of the line. I remember when I was in college being in line at the cafeteria when the President of the college walked in with a few donors and VPs. My expectation was they would...
First-Year CEO Playbook: Preserve, Learn, and Improve Quickly
Lessons from 60+ search fund deals and a few guiding principles for a new CEO’s first year at an acquired company (from seasoned search fund investor Tim Ludwig): 1. Do no harm. You (or the investors) bought a good business....
June Fed Rate‑cut Odds Drop to 40% Amid Oil Surge
Market expectations of a June rate cut from the Fed have fallen to around 40%, close to their lowest levels in months following the run-up in oil prices, according to CME Group https://t.co/1DRbhts0Fk
B2B Buyers Favor Rep‑Free Experience, Rethink GTM
Learning systems developers - how are you shifting your #B2B #GTM strategy to meet potential buyers where they are? #LMS #software #productstrategy #marketing #sales #selling
February 2026 Shows Biggest Post‑Pandemic Job Losses
The Worst Jobs Report Since the Pandemic Raises New Labor Market Fears The February 2026 jobs report shows a loss of 92,000 jobs—the worst since the pandemic—and the weakness runs deeper than one strike or a temporary shutdown. Job losses...
Build a Business Blueprint Before You Launch
Most businesses fail before they ever launch. Not because people lack motivation. Not because they lack talent. They fail because they skip the architecture. You wouldn’t build a house without: • clearing the land • creating a blueprint • laying a foundation Yet people launch businesses every day...
Global Economy Faces More Violent, Frequent Shocks
Thank you, Andrew, Becky, and Joe for the conversation on Squawk Box this morning. FYI, here is one of the clips... https://www.cnbc.com/video/2026/03/09/the-global-economy-is-subject-to-more-violent-and-frequent-shocks-says-mohamed-el-erian.html ... and here is the full interview: https://www.cnbc.com/video/2026/03/09/watch-cnbcs-full-interview-with-allianz-chief-economic-advisor-mohamed-el-erian.html #economy #markets @cnbc #oil #middleeastwar
Taxing Stock Returns Could End Corporate Tax Avoidance
It's actually easy to design mechanisms for killing corporate tax avoidance schemes, if anyone actually cared. Just tax stock returns https://t.co/mpVe5FLf7C
Energy Shock Forces ECB Rate Hikes, Traders Bet Higher
Energy shock rewrites the ECB’s rate path as traders bet on hikes https://t.co/PhHe7FAJb5 via @highisland @greg_ritchie https://t.co/FvJg4WW5Ei
EU Secures Russian Arctic LNG Ahead of Gas Ban
EU Buys 100% of Russian Arctic LNG Just 9 Months Before Planned Gas Ban. And the Iran war impact? https://t.co/235AGjQMDs
Oil Surge Lifts Inflation Swaps, Not Signaling Recession
1Y zero coupon inflation swaps have jumped (obvi) as oil prices surged Much more surprising to me is that 1Y1Y inflation swaps have risen That is, this isn’t a “price spike = recession” move All this while the super-backwardation in crude doesn’t...
Rising Degrees, Failing High Schools on Career Guidance
Also, every year we have more 4 year degreed candidates than the year before. We have too many people getting worthless degrees, from worthless schools, because we've failed students at the high school level to give each segment of students...
Iran Conflict May Cement China’s Energy Dominance
How the Iran War Could Consolidate China’s Energy Dominance - Amid global oil and gas disruptions, China stands prepared for the electrostate era. https://t.co/XjVHuN91u9
U.S. Pays More for Oil Despite Domestic Production
U.S. consumers are hit harder by rising oil prices than Europeans because we use more oil. The fact we produce it here doesn't help consumers, unless we tax the oil industry https://t.co/DZQmvyBSMk
US Energy Exporter Still Vulnerable to Oil Price Swings
Post-pandemic, American consumer (homeowner) debt was locked in cheap for ever and it made the Fed’s job more difficult. Raising rates didn’t impact spending as much. But we drive big cars long distances so oil spikes impact our spend...
50+ Expert Forecasts Shape AI Governance and Security Priorities
RT Digital transformation is hitting a new phase. These 50+ expert predictions on agentic AI, governance, and security outline what leaders must prioritize now. #DigitalTransformation #AI #CISO @Star_CIO https://t.co/zhlbEwiusI
Three Major M&A/SPAC Deals Unveiled Today
Today's M&A and SPAC notes $TALK to be acquired by $UHS for $5.25 cash per share, 10.3% premium, $835 million $PLMK announced a business combination with Controlled Thermal Resources $ALIS announced a business combination with GoodVision https://t.co/m3Y3HvkUbt
War's Oil Surge Mirrors $50 Carbon Tax Estimate
fun fact: at $90/barrel, the impact of the war is equivalent to a ~$50/ton carbon tax, right where the biden administration estimated the social cost of carbon
Japan Lifts YCC; Iran Targets UST Market Vulnerability
10y UST yield (blue, RS1) USDJPY * oil (red, LS) USDCNY * oil (green, RS2) Since Japan lifted YCC on 10y JGBs 👇 "Iran doesn't have to beat the US military; it just has to beat the UST market" -Title of 3/3/26...
Vibe Coding Fuels Success, Despite the Haters
All these smartasses think it’s vibe coding I made Posterous (one of the biggest Rails sites in the world at the time) and Bookface (a social network used by half of YC alums daily) If you can fly, you fly to...
2026 Budget Cuts Growing Unlikely, Odds Triple
The odds of no cut in 2026 jumped from 5% to 17%. The White House wants many cuts, but the truth is that is getting harder. Only one cut is priced in today. Two weeks ago it was about a...
Rising Oil Prices Set to Push US CPI Above 3%
Lower energy prices were keeping US inflation rates from rising. But that tailwind will turn into a headwind in March with prices spiking on a YoY basis. We could easily see CPI rise above 3% if Crude Oil stays above...
Human‑AI Hybrid Teams Define the Future of Work
🚀 The Future of Work is Humans with AI The workplace is undergoing one of the most profound transformations in modern history. Rapid technological progress, shifting employee expectations, and global disruption are redefining how work gets done. But the biggest change isn't...
Trump’s Rare‑Earth Bank Leaves China Dependence Unchanged
The Bank Trump Is Relying On for Rare-Earth Minerals Impact so far on dependence on China? Zero.... https://t.co/Ux4lLRcEqv via @NYTimes
Energy Crunch at Hormuz Threatens Global Supply Chains
Chinese WSJ: Severe energy crisis with limited shipping thru the Strait of Hormuz. What kind of crisis will it bring to global logistics and supply chains? Fuel for transporting goods for manufacturing and retail. Businesses and consumers.
Both Failures and Successes Hide Many Broken Pieces
When a startup fails… Typically 10-20 things were very broken. Which one(s) “caused" the failure? In successes, 10-20 things are 𝘢𝘭𝘴𝘰 broken, but it didn't matter. So, what do we learn from the 10-20 things? Anything?
Iran War Doubles Oil Moves, Halves Dollar Impact
Compared to the 2022 Russia-Ukraine invasion, this Iran war has produced 2x the move in oil, but only 1/2 the move in DXY. This is exactly what I'm talking about playing out - the dollar is structurally challenged. https://t.co/H1VIqKNbr7
Hormuz Reopening Could Trigger Sharp Dollar Decline
The Dollar (blue) and rate differentials (black) are massively diverging. When the Strait of Hormuz reopens - even if only a little bit - we'll see a very large drop in the Dollar. We're still very much in a regime...
Moj
Mojtaba Khamenei, son of Ayatollah Ali Khamenei, became the third leader in the history of the Islamic Republic. The Venn diagram of what is acceptable to Israel and the United States, and what Khamenei can credibly offer, has no overlap...
Trump's DOJ Shakeup Leads to Ticketmaster Settlement
When the Trump administration canned DOJ antitrust chief Gail Slater, we wrote that all eyes should be on the Live Nation/Ticketmaster case -- watching to see if her ouster paved the way for a settlement. Today: Settlement.
Aggressive 2026 Territory Plan: Deep Research, Quick Wins
Received my territory for 2026 (in mid Jan) and boy am I pumped up. Here’s a glimpse into my book. -6 Tier 1’s -8 Tier 2’s -16 Tier 3’s And 5 strategic customers with whitespace potential. Glimpse into my Tier 1 strategy for 2026: -Google...
Tariffs Linked to 240k Job Losses in Manufacturing and Transport
"Tariffs may have affected manufacturing employment, which declined by 119,000 in 2025. Likewise, the trade sensitive transportation and warehousing sector declined by 123,800." https://t.co/ed9bs6nNSn
Your Role Changes, Your Identity Stays—Step Back
You built your agency on being the best designer in the room. But the thing that got you here is the thing that’s keeping you stuck. Now, somewhere between $200K and $500K, the thing you built your identity around—being the person...
Oil Supply Deletion Drives Prices, Volatility, and Market Stress
$WTI above $100. $VIX above 33. Nikkei down 5.4%. The Strait of Hormuz is effectively closed. Zero tankers transiting. This isn't a supply disruption. It's a supply deletion. And the SPR is at 40-year lows. https://t.co/WaTisWuS4y
Iran's 70% Output Cut Predicts Oil Price Decline
Iran's oil production is down 70%, according to reports. When the fifth largest oil producing country in the world (at 5 million barrels a day) drops like this, we now know what the underlying asset price will do. https://t.co/jRLuiAK0xM
Western Economies Can't Afford Stagflation Amid Rising Deficits
Western economies cannot afford stagflation, particularly with current deficits. Before the "war" started. The Calligulino administration is composed of dimwits incapable of grasping the consequences of their actions. https://t.co/dtGLn9cwTw
NYC RIA Seeks Mid‑Level CIO with CFA Credentials
An RIA we've worked with over the years is actively looking to hire a CIO. Some of the specs are below: 1) Mid-level experience (5-10yrs) 2) NYC area 3) CFA/CIO-savvy and can chat with clients 4) Focused on investing and not advising DM/email if interested.
New Recruiting Insights in Issue 258 Newsletter
Check out the latest article in my newsletter: This Week, In Recruiting - Issue 258 https://t.co/vuBoB9ef2w via @LinkedIn
Closed Hormuz Strait Shifts Oil Risk to Reopening
The Strait of Hormuz is closed. It's not going to get more closed than it already is. All the risk is now on the other side, i.e. when and to what extent it opens. You can bet Trump is very...
Quantum Threat Drives Enterprise Shift to Post‑Quantum Crypto
Great conversation with enQase We discussed why #Quantum Threat & Post-Quantum Cryptography is becoming a top priority for enterprise #CISOs & #CTOs 📍FULL episode👇 https://t.co/QSA6g4byhP 📍Sched your mtg at #RSAC 👇 https://t.co/qQiSVb0J91 #PQC #cybersecurity #CEO https://t.co/FORk5259Nc