Bond bulls that were celebrating 10y UST yields dropping <4% on Friday waking up Saturday morning to reports that the Strait of Hormuz is possibly being closed 👇 https://t.co/pg9o9TPdO5
Markets have survived every geopolitical shock in history Pearl Harbor took 307 days to recover. Kuwait took 189. 9/11 took 31. The average? 47 days Today the US and Israel struck Iran. History says buy the dip - but how long...
And also, if your e-commerce business makes less than $500,000/year you truly don’t need a marketing team or an agency or a social media manager. And I truly don’t care what anybody in any of those roles have to say....

Many calling/hoping for a crash in private credit. While loan performance has mostly been ok, secondary prices tell a different story. A crash has already happened in the listed BDC market, with NAV discounts previously only seen during Covid and the GFC,...
As I was building my MRR analysis feature, I realized that there is much more power in our MRR schedule than we realize. With the correct metadata, we have a revenue intelligence engine that will provide more insight for our...
A founder DM'd me last week: "I just raised $8M. What should I do first?" Me: "Give it back." He laughed, but I wasn't joking. When you have money, you spend it. You hire 15 people in 60 days. You burn $300K on...
Solopreneurship is shallow and lonely. Build something so big, you get to bring others along with you. Not just build your bank account. Don't just be free, free others.
The same ratings look better or worse, depending on the format they are presented in. Researchers find: “Cumulative formats tend to buffer negative feedback, making poor scores appear less severe. This can help reduce customer churn and maintain trust in...
RT Some of the most meaningful "AI wins" this year weren't viral launches, but quiet, behind-the-scenes improvements that made work more humane and sustainable for teams. #AI #Innovation @Star_CIO https://t.co/sihXcsM17v

1/8 I predicted the Great Recession 3 years before it happened. It might sound ridiculous, but mainstream economists have convinced themselves that private debt does not matter. They only monitor government debt. EconomicTheory

Berkshire Hathaway's cash pile drops to $373.31bn in 4Q down from $381.7bn in the previous quarter following after a rather disappointing quarter. Operating profits fell nearly 30% in Warren Buffett’s last quarter as CEO, as insurance underwriting earnings slumped. That metric fell by...

Another example of moving towards Jarvis, this time from Baidu. And we know Google Search and Gemini are converging... so I expect we'll see more of this -> China’s Baidu adds OpenClaw AI into search app for 700 million users "Users...

Iran is sending out warnings on VHF announcing the banning of all ships from the Strait of Hormuz. However, traffic is still moving. What's Going on with Shipping will be monitoring traffic through the Strait. https://t.co/0rPIFY825Q
Are you 𝘴𝘤𝘢𝘳𝘦𝘥 to put yourself out there? To be honest on social media, or build in public including failures? Totally fair. You don’t 𝘩𝘢𝘷𝘦 to be public, you know. But, you could just try. Probably, no one will see anyway. And some will love...
News feed cleanse and the nerdiest post you'll see all weekend. The EU's new Generalised Scheme of Preferences (GSP) rules will also apply to goods manufactured in special economic zones and export processing zones. Which is pretty cool.

Focus on UX? Cool case study here from Cloudflare -> The most-seen UI on the Internet? Redesigning Turnstile and Challenge Pages "Our Turnstile widget and Challenge Pages are served 7.67 billion times every single day. That's not a typo. Billions. This...

Tender offer potentially followed by liquidation - After a major asset sale, a tender is likely in the coming months - While not official, signs point to a full sale or wind-down - Co divested all non-core and half of core assets - Expected...

When markets open tomorrow night, they'll be hunting for winners and losers from war with Iran. Turkey is a big energy importer (red) and its trade deficit excluding gold and energy is near record levels (blue). Turkish Lira will be...
“At Berkshire, equity investments are fundamental to our capital allocation activities; responsibility ultimately resides with me as CEO. Ted Weschler manages about 6% of our investments, including a portion of the portfolio formerly overseen by Todd Combs…” - Greg Abel
Interesting read. Even as most big companies have put in place return-to-office mandates it’s still structurally easier for talent to pick where to live (a suburb of Denver or Dallas rather than NY/CA) than it used to be, and it...
Trump communicates intention of full destruction of Iran leadership and military while calling for regime change. Iran hits all of its neighboring countries who were likely on the more apprehensive side of US taking action in the first place and...

10 questions I ask myself at the end of each week (to set up a better week ahead) 1️⃣ What did I do this week that actually mattered to me? 2️⃣ Where did my time go that I didn’t intend it to? 3️⃣ What...

The chaos doesn't stop. There's been Greenland, a yield spike in Japan, private credit ructions and AI. Now it's Iran. Easy to miss the forest for the trees and that's precious metals. Gold is up 22% this year. Silver 31%....

Our community is buzzin' about this 5 min clip from this week's Macro Pro Q&A Show https://t.co/MxH68qpK7Y
Marketers aren’t here to play with AI. We’re fiduciaries now. Agentic systems move money, shape messaging, and touch customers. Governance isn’t optional. It’s leadership. Chaos and opportunity are arriving together. Read my new Global AI Leaders article now: 🦀🤖👇 https://t.co/Gck5mTq5hy

March 2026 Monthly: March seems to be more about the unfolding of current forces driving the capital markets, rather than new forces or policies. All the G10 central banks but the Reserve Bank of New Zealand meet in March, and...
Parametric insurance economics 🧐 https://t.co/xsiFGRw3HV @jeffroth77 @GalenDShaffer @JimMarous @FGraillot @nigelwalsh @SpirosMargaris @jblefevre60 @robgalb @RonnoArnold @hedgequote @Nick_Lamparelli @antgrasso @hugues_bertin @globaliqx @psb_dc @an_battista @InsuranceEleph1
Qatar Airlines is pausing cargo operations as the Iran strikes play out. Prices and transit times on Asia to Europe air freight spiking.

$USOIL monthly - The Israeli-U.S. strike in Iran will propel the price of crude oil to the 1st yearly resistance at 73.90. Above that there's the June 2025 high at 77.64. These are the 2 potential upside targets for next...
Another engineer quit midway through a trial $9,000 a month and apparently keeping Linear updated as you go is too much Listed twice in job description Designed to facilitate remote work and fewer meetings
🚨 Perplexity just dropped their own OpenClaw version and it changes how AI actually works. Not a chatbot. Not an agent. A complete operating system for complex work. I gave it a single prompt about a $10M equity portfolio. Here's how:↓ https://t.co/AiDbotnpWf

Is Crude Oil Becoming a Rally to Sell? US crude and liquid fuel net exports approaching 4 million barrels a day in 2026 -- the highest ever -- may be a primary price-pressure factor for oil. My graphic shows an annual...

Germany’s manufacturing capacity utilization is only running at 77.5% in January. Its long-term average since 1991 is 83.2%. GERMANY’S GREEN MADNESS & SANCTIONS AGAINST RUSSIA ARE A DEADLY ONE - TWO PUNCH. https://t.co/S87Xs4GTJY

Can you afford not to know what’s coming next? We are entering one of the most significant geopolitical and economic shifts of our lifetime. Power balances are changing. Conflict cycles are accelerating. Markets and global systems are entering a new phase. Global Forecaster...
🤯 Generated a month of video ad creatives in 30 mins 🔥 AI wrote scripts from winning formulas 🛠️ Realistic AI avatars 🤵 Perfect voiceovers 📦 Ready to upload and test This is crushing $3k video editors Want the workflow? RT + comment 'AI VIDEO'

Egypt's inflation rate is 11.9%/yr. Egypt's money supply (M3) is growing at 20.6%/yr. That's ABOVE Hanke's Golden Growth Rate range from 11.1%/yr- 15.1%/yr, a rate consistent with hitting its inflation target range of 3%/yr-7%/yr. THE INFLATION STORY = A MONEY...
Expected a $KORE definitive agreement to be struck. Did not expect an 85% bump to the original $5/shr bid. Over 100% total return since Nov'25. Remaining spread to the $9.25/share bid is just ~3%. One of the most unexpected M&A outcomes I’ve...

New at THE OVERSHOOT: Tariffs and "International Payments Problems" https://t.co/A8fIZJSUSB It has long been accepted that tariffs (eg Section 122) are an acceptable tool for managing BOP issues. The real question is whether they would be useful for the U.S. in 2026. https://t.co/CDdBRF2zxx

You’re earning the wrong type of income, and your salary is the proof. Two people earning $200K. Same income, completely different financial realities. There is a distinction between capital income and labor income reveals why the wealth gap isn’t about how much...
Key takeaways from Druckenmiller - Sees potential for higher long rates thanks to productivity growth - Out of the AI trade at this point - What he learnt from Soros was sizing - Visualizes the future 18-24 months out - Sells if valuation becomes...

If your to-do list feels overwhelming, it doesn’t mean you’re failing. It just means you haven’t matched your tasks with real, available time yet. Productivity isn’t about doing more. It’s about choosing wisely. When you align your list with your calendar and your priorities,...

#IndiaWatch🇮🇳: India’s Commerce Minister Piyush Goyal and U.S. Commerce Secretary Howard Lutnick just discussed tariff policy in New Delhi. After SCOTUS struck down Trump’s emergency tariffs, India stands to be one of the BIGGEST BENEFICIARIES. INDIA = PLAYING THE LONG GAME. https://t.co/ywtbcs3yl1
The behind-the-scenes of an AI film workflow is something most creators never share. From idea → experiment → production pipeline, all of it is now public. This is worth studying.
Lithium bottom: demand +25% as EV/ESS rebound; SQM+Codelco JV raises low-cost supply, tightens cost curve; prices ≈70% below 2022 — overweight low-cost lithium producers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov

Summary of Major News on Friday, 27 February 2026:  1. Sunway Healthcare’s Historic IPO and IJM Corp Bid Update 2. Alleged Plot to Topple the Government Uncovered 3. Petronas Faces 18% Profit Drop Amid Oil Price Slump 4. CIMB Reports Earnings Growth and...

Mark Cuban says all good businesses are personal. If your name is not on the line, your effort drops. The only edge you control is how hard you work and how fast you learn. Love the work or quit, because someone else is...
#PAKWatch🇵🇰: Trump on intervention in Afghanistan–Pakistan: “I would, but I get along very well with Pakistan—great PM, great general, leaders that I respect. Pakistan is doing terrifically well.” More evidence of Trump’s PIVOT away from India towards Pakistan. https://t.co/aEvLxL5Ygh
🔥We are probably not bullish on gold enough: China's official gold holdings are now worth a record $370 BILLION, doubling in just 1.5 years. The value has more than TRIPLED since 2022. China is buying 10 TIMES more gold than it officially reports👇 https://globalmarketsinvestor.beehiiv.com/p/china-sold-a-significant-amount-of-us-treasuries-in-2025

California CRE owners: 2026 is about refinancing — not appreciation. Higher rates + tighter DSCR + lower valuations = equity pressure. If you want to stress-test your property’s refinance position, DM me “REFI.” #CaliforniaRealEstate #CREInvesting #CommercialFinance #RealEstateStrategy #marketshift
SCMP: "Global debt climbed to a record high in 2025, rising at the fastest pace since the pandemic, with China and the United States accounting for a large share of the increase, according to a new report." https://t.co/GSQFwnXnb0