Leading Indicators Signal NFP Beat, Live Trade at 8:10
NFP Surprise? The data certainly says so. Here are the "leading indicators" for the US jobs report that I follow and it overwhelmingly calls for a beat We'll be trading it live with you at 8:10AM ET Join us on X or YT here https://t.co/Frw6ddWGNs https://t.co/IX0UNPNKwg
Commodities Undervalued, Yet Crude Drop Could Trigger Market Risk‑Off
Have been saying for a while that commodities have been way under estimating upside potential(ag in particular) what a little wall street money could do to prices. However, if crude causes the equities to crater it can become “risk off”...
Credentials Open Doors; Personality Lands the Job
Your credentials got you in the room. They were never going to get you the job. Everyone in the final round has credentials. Stop leading with credentials. Your credentials are table stakes, not a differentiator. The interview starts where the resume...
Dunkin's Parent IPO Beats SpaceX and OpenAI
The year's most important IPO isn't for SpaceX or OpenAI. It would be for the parent company of Dunkin' (do I need SpaceX or OpenAI every day? nope. but my iced coffee is a nonnegotiable) https://t.co/6kXbsBReYh
Real Deal Structures Hide in Everyday Business Stories
I Remember years ago I read an article most readers would skim past. It wasn’t about investing. It wasn’t about finance. It was a local business dispute. But buried inside was a real-world deal structure.
MiniMed IPO Misses Expectations, Priced at $20
Oof. Only IPO of the week falls way short of expectations. MiniMed priced at $20 per share, versus $25-$28 range.
AI Hiring Must Expand Opportunities, Not Reinforce Bias
Law firm recruiters: AI in hiring should open doors, not quietly close them. If a model learns from your firm’s history, it will reproduce your firm’s history. Humans still need to own the decision. #LegalRecruiting #LegalTech #AI https://t.co/GNkRwGexTH
Axel Springer Snags Telegraph, Undermines RedBird‑IMI Deal
SCOOP: AXEL Springer to buy Telegraph, gate crashing an earlier deal RedBird IMI had with the Daily Mail. With dream team @DanielThomasLDN @ArashMassoudi https://t.co/JXU4G9iMuj
Middle Management: The Hidden Glue Companies Lose
#TimTalk - Many organisations “lean out” by removing middle layers. What is the cost to a company when they remove this “middle” glue? with Gary Cookson https://t.co/fW8twRPAgo via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Management #HumanResources #HR
FedEx Resumes Middle East Service, Transit Times Extended
FedEx service alert - FedEx has resumed pickup and delivery services across the Middle East, where it is safe to do so and in line with local guidance. Customers shipping to or from the region will experience extended...
Euro‑area Growth Revised Down From Year‑end Estimate
The euro-area economy expanded less than initially reported at the end of last year https://t.co/flsqVlKh6v via @jrandow https://t.co/OCSdYYfIil
Oil Climbs Past $84, Stocks Hold Pending Jobs
WTI crude oil yodeling higher.. > $84 But stocks are OK with that... for now... payrolls & Jan retail sales on tap... @teconomics https://t.co/jopqYDfXo3
IEA Chief Urges EU to Accelerate Clean Energy Transition
International Energy Agency executive-director Fatih Birol just spoke to journalists in Brussels after meeting with EU leaders. Here his main messages from the presser: https://t.co/uzZVrc46zi
Hormuz Strait Closure Halts Major Global Oil Flow
The Straight of Hormuz, which is a key shipping lane for the world's oil, fertilizer and other products, is effectively shut. Charts from @bloomberg: https://t.co/zunbN3eO7G
Croatti Family Blocks UNF Deal Despite Activist Pressure
$UNF $CTAS rumor mill is back in action. Consider me highly skeptical, this is bound to fail again. Since 2022, UNF has rejected every single approach, including the latest one in December 2025. Now rumors suggest that CTAS is willing to raise its...
Therapy Heals Trauma, Fuels Neurodivergent Entrepreneurship
Yes but don’t forget therapy Trauma and neurodivergence are the foundation of bootstrapped entrepreneurship Therapy can help you heal and master it
Finance Leaders Stress Data Foundations Over Analytics
Most FP&A teams don’t struggle with analytics. They struggle with data. 💡Finance leaders from PepsiCo, BILL, and Workday shared how they build strong data foundations and a single source of truth to enable AI and predictive decision-making: https://t.co/FnD9BnrjT6 #fpatrends
US Temporarily Relaxes Russian Oil Sanctions for India
The US is temporarily easing sanctions on Russian oil sales to India to address supply shortages and reduce the impact of the surge in prices in the wake of US and Israeli attacks on Iran. The decision to ease sanctions...
Korea's Rare Mix: Booming Stocks, Huge Surplus, Weak Won
Korea is a super interesting case (even before the latest events in the Gulf). Surging current account surplus (10% of GDP), surging domestic stock market and a very weak currency are an unusual combination 1/
Japanese Gaming’s Ongoing Stealth Staff Cuts Exposed
This is now making the rounds online, but stealth staff reduction has been going on for years in gaming in Japan - as I laid out in my thread here on X in October 2024 already: https://t.co/Y8RPoVIvDF
Authentic Low‑budget Video Beats Pricey Corporate Ads
Dollar Shave Club spent $4,500 on one launch video. The founder starred in it himself. It went viral and got 12,000 customers in 48 hours. Meanwhile you're spending $10k on polished corporate ads nobody watches. That's the gap.
Japanese Builders Accelerate U.S. Homebuilder Acquisitions
Japan’s big bet on the U.S. housing market got even bigger last week Japanese builders are rapidly acquiring U.S. homebuilders—now Daiwa House is buying United Homes That came just 10 days after Japan-based Sumitomo Forestry said it's buying Tri Point Homes...
US Pushes Formal Venezuelan Critical Minerals Value Chain
US critical minerals talks in Caracas signal a push for a formal Venezuelan mining value chain. https://www.metalnomist.com/2026/03/us-critical-minerals-supply-chain-in.html
Enterprise AI Demands Complex, Strategic Content
Moving Beyond “Simple” Content: The Reality of Enterprise AI by @Timothy_Hughes https://t.co/xoVl3qVnAP @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #Leadership #ArtificialInteligence #ArtificialIntelligence #Innovation #Technology #Tech #TechNews
Sell Outcomes, Not Features: Know Customers to Close
Most founders pitch features. Customers buy outcomes. Peter Drucker said the goal of marketing is to know your customer so well your product sells itself. Ford sells status with an F-150, not metal, which drives over $10K in profit per truck. If you study...
Science Secures $230M Series C for Longevity Tech
Exciting news in the world of longevity via deep technology. Congratulations to @khoslaventures and @lightspeedvp on this historic investment. IMHO, Science may be bigger than OpenAI
Swedish Central Bank Urges Cash Hoarding Amid Payment Risks
Swedish central bank urges public to horde cash in case of payments disruption https://t.co/ckNfNUQsve "The Riskbank is currently working on improving the possibility of making offline payments by card to strengthen resilience." https://t.co/yLYmWsDoh0
Simple Patient Videos Build Trust, Fill Empty Slots
🧵 One doctor had empty OPD slots. Meet one of my mentee, Dr. Swatendra. He also had doubts. No idea about video making. But he just started. Simple videos. Answering common patient questions. Started with just 1 Video... then 2, then 3... kept on going. Slowly...
Compliance Beats Excellence: Why the Best Stay Unpromoted
The most qualified person in the room rarely gets the title. They ask too many questions. They flag the problems nobody wants to see. They care more about results than optics. Meanwhile the one who smiles, nods, and never rocks the boat? Corner office. This isn’t...
Corporate Updates: Asset Freeze, Earnings, Investment Review, Margin Strain
Major Business News to Track Today, March 6, 2026: 1. MACC seeks asset freeze on Tun Daim Zainuddin's family 2. Gamuda to release Q2 earnings report 3. MIDA to announce 2025 investment performance 4. AirAsia X faces margin threats amid fuel hike ↓↓↓
Low Volatility Seeds Future Turbulence; Powell‑Trained Models Miss Warsh
Low vol begets high vol, to paraphrase Minsky. Systems trained on Powell, and they all have been trained on Powell, will struggle to interpret Warsh… especially as he himself will struggle with the same.
Denso's ¥1.3T Rohm Offer Seen as Undervalued
*DENSO MADE BUYOUT OFFER TO ROHM, DEAL SEEN ABOUT ¥1.3T: NIKKEI Did not fact check attached, but assuming AI overlord is correct on the valuation of Toshiba stake + Prefs, this 1.3T takeover price looks way too low. I'm all for...
Fed
Update on the Fed’s Balance Sheet and its Reserve Management Purchases. Adding T-bills, shedding MBS, Treasury note & bond balances on ice, SRF unused https://t.co/M947SfSoUP https://t.co/c3uHc5VmGA
Big Brands Chase Youth; Small Brands Chase Cash‑rich Boomers
The bigger the brand the bigger desire to reach younger people the most effective way. The smaller the brand the bigger desire to sell to boomers with money and focus less on younger demos because it’s too expensive.
China Lithium Prices Plunge Amid Weak EV Demand, War Uncertainty
China lithium prices tumble as weak EV sales, Middle East war cloud demand outlook https://t.co/8TqB23mggy
Ellison Offers Vague Platitudes on Paramount's CNN Future
After nearly a week of being mum about it, David Ellison *finally* commented on CNN's future under Paramount—but he offered little more than empty platitudes and dodged the larger questions that loom over the network. More in @get_status: https://www.status.news/p/david-ellison-cnn-cbs-news-future
US Blocks India’s Currency Advantage, Mirrors China Policy
Why are we surprised by 👇? I wrote this nearly six years ago, in the context of why the US won’t allow India the same freedom of an undervalued currency that it accorded China: https://t.co/sZ45dDSSRv
78% Fear Inflation, Making Affordability Crisis Trump’s Weakness
According to a recent Reuters/Ipsos poll, 78% of Americans say inflation is a very big concern for them personally. AFFORDABILITY = GOING TO GET WORSE = TRUMP'S ACHILLES HEEL. https://t.co/z3qgrkZ7V2
Tim Sweeney Reveals GB Max Story in Full Transcript
And our GB Max story with the full transcript of our exclusive interview with Tim Sweeney. https://t.co/AhPRDXRoQU
Icon AI's Downfall: Bad Execution, Ignored Feedback
What caused this? To early? Poor execution? Bad leadership? A bit of everything IMO. We tried it and used it - it was a mediocre product at times and was okay other times. But their support and unwillingness to implement feedback is what killed them. I...
Investors Rotating From US Tech to Commodities and Bonds
"We are in the first phase of a great rotation away from the US FANG+ and related stocks, semiconductor, and AI software companies towards oil & gas, utilities, emerging market, and resource stocks, and Treasury bonds." - Marc Faber
US Grants India Waiver for Russian Oil Loaded by March 5
There is a caveat to the Russia oil waiver for India — “loaded on vessels as of March 5”. The Department of the Treasury's Office of Foreign Assets Control (OFAC) is issuing Russia-related General License 133, "Authorizing the Delivery and Sale...
Dollar Index May Hit Record as Other Currencies Collapse
This paints a potential scenario for how the dollar index could return to its all time high. Not bc it is great. But bc all other fiat will fail first.
Don’t Build in a Vacuum: Engage Customers Early
Beware of the Claude code trap Building your masterpiece into an abyss and not talking or selling to customers
Rising PITI Costs Shatter 2020‑24 Sales Threshold
Total PITI costs surged for housing and in a QM lending environment that was set to crush sales. I had a price model limit for 2020-2024: if we didn't surpass 23% during those five years, we would be okay; we...
RBI Dollar Sales Trigger Rupee's Biggest Asian Surge
#IndiaWatch🇮🇳: After the rupee hit a record low, India’s central bank sold dollars. Then, the Rupee SURGED, with the biggest gain in Asia today. https://t.co/rzGC4rj8Kv
Terminal Values Are Just DCF Shortcuts via Multiples
Terminal values are themselves short-hands for DCFs. This is because a terminal value is essentially a multiple. And a multiple is a short-cut for a DCF. More in the memo below 👇
Fannie Mae Predicts Steady 6% Mortgage Rates Through 2027
Fannie Mae: Get use to these mortgage rates Fannie Mae's forecast for the average 30-year fixed mortgage rate: Q3 2026 --> 6.0% Q4 2026 --> 6.0% Q1 2027 --> 6.0% Q2 2027 --> 6.0% Q3 2027 --> 6.0% Q4 2027 --> 6.0%
Young Non‑College Workers See Sharp Employment Decline
That young workers are broadly seeing a decline in employment rates regardless of education is consistent with our low-churn labor market. Hiring & voluntary quits have corrected from their 2021/22 Great Resignation highs & now young workers are feeling frontline...
Annual Reviews Anchor Success Amid Digital Transformations
Annual reviews are crucial, especially during big transformations like digital, ERP, or AI projects. It's easy to get lost in the work, but stepping back annually to assess changes is vital for navigating your journey effectively. #DigitalTransformation #BusinessStrategy https://t.co/g1MFz8gYum