US Strike on Iran Could End Low‑oil Price Relief
Low oil prices for much of the past year have helped cool inflation & given Trump license to tout more affordable prices at the pump. But if there was one scenario most likely to upset that trend, it was a direct U.S. attack on Iran. via @declanharty & me https://t.co/LnngqqKZ7i
Planning Trumps Strategy, Empowering Technocrats Over Strategists
Welcome to Chapter Two of the Playing to Win/Practitioner Insights (PTW/PI) book club. I am reprising the 37 pieces that were ranked highest by readers – and they make up one books-worth of content. The second is Why Planning over Strategy? https://t.co/L7EbtoalCF In...
Strait of Hormuz Carries Significant LNG Alongside Oil
Very interesting > The Strait of Hormuz is not just oil - but also LNG. https://t.co/jlv7Hrp9LJ
Dollar Rally Hits All EM; Oil Ties Soon Diverge
The Dollar is rallying on risk-off price action, including against EM (black). Markets are not yet differentiating between oil exporters and oil importers, so everyone's getting hit in EM, but that'll soon give way to markets discerning between these two. https://t.co/AOkYSZgAuL...
Future of Work: People, Agents, Robots Collaborate
The future of work isn’t Human vs. Machine. We’re moving toward a "tripartite" workforce: People + Agents + Robots Despite AI’s ability to automate 57% of tasks, the human element remains the competitive edge. See why: https://t.co/akYPtsI3GU @McKinsey_MGI #AI #MWC26 #IoT #5G #FutureOfWork
Elite Leaders Prove Focus, Long Hours Drive Success
Spent a long weekend with a group of folks in the mountains of Switzerland. All top people in their fields: a senior position in investment banking, CFO of a bank, serial acquirers, PE investors, etc. Some of the obvious observations: 1. Everyone’s busy,...
Stop Quick Wins: Educate and Segment Leads for Pipeline Growth
Pipeline not growing? You might be making these 3 classic mistakes.. It’s painfully common: B2B Marketers and Founders get stuck on the sales treadmill, chasing only those who seem ready to buy now, ignoring the bigger picture. 1. Chasing Quick...
Meta AI Assistant Begins Testing Shopping Search Feature
Focus on ecommerce? -> Meta starts testing AI Shopping features in Meta AI assistant "Meta is developing a shopping feature for its Meta AI assistant on the web, offering US users product searches and visual carousels of item cards." https://t.co/QAP4x5goEP
War‑time Trade Lifts Commodities, S&P Teeters at 6785
Mostly red arrows around the world as weekend Middle East events have the “war time trade” in motion, with silver/gold/oil higher and $SPX futures -70. Key is whether $SPX holds 6780–6790 to keep the upper range intact, or if it...
ISM Miss Could Cool Yields, Boost Growth Stocks
March 2, 2026 Economic Events : 0945 – S&P Global Manufacturing PMI (Feb): Exp 51.2 | Prior 51.2 1000 – ISM Manufacturing PMI (Feb): Exp 51.7 | Prior 52.6 1000 – ISM Manufacturing Prices: Exp 60.6 | Prior 59.0 1130 – ATL Fed GDPNow (Q1):...
Middle East Headlines Dominate Market over Weekly Data
🚨 TRADERS ALERT 🚨 📊 What to Watch This Week 🗓️ Mon: Iran war fallout + ISM Manufacturing 🗓️ Tue: Fed speakers 🗓️ Wed: ADP + ISM Services 🗓️ Thu: Jobless Claims 🗓️ Fri: NFP + Retail Sales + more Fed speak But make no mistake -...
Google Ranking Volatility Remains Extremely High in March
Google Search ranking volatility continues to be super heated into March https://www.seroundtable.com/google-search-ranking-volatility-heat-march-41014.html #google #googleupdate #googlealgorithmupdate #googleseo #seo
AES Bought for $10.7B Cash, Below Market Cap
🚨 UNDERTAKE 🚨 $AES to be acquired for $10.7B in CASH by a consortium (GIP, EQT, CalPERS, QIA). Friday’s market cap? $11.6B. Haven’t seen one like this in a while, bought out below where it was trading.
True Leadership Begins with Confronting Your Own Self
We talk a lot about leading others - teams, organizations, movements, nations. But the most complex leadership challenge is far more intimate. It demands character, honest and deep self-reflection, and a willingness to confront who you are before you try to...
AES Deal Price Drops Below Market Closing High
Merger Monday…..AES Corp (AES) in deal for$15 per share …take under as it closed over $17 per share
One Clear CTA Beats Multiple Choices Every Time
Spotted three different CTAs on a single landing page yesterday: "Request a Demo" "Discuss Your ROI" "Explore the Platform" Two of them went to the same form. None had clear visual hierarchy. Users were getting decision paralysis. Most teams don't realize that every additional CTA...
War Fuels USD Rally, While Equities and Treasuries Falter
$USD rallied on the war. Equities slid. Gold and oil jump. US Treasuries are not the safe haven. With decapitation strike on Iran, which the US said it had destroyed its nuclear capability last June, the end...
Buy RFI: Yield Boost and Discount Recovery
RFI preferred: similar REIT CEFs face a lower-rates tailwind; RFI shows larger mean-reversion upside vs RQI. Risk: rate/timing, leverage. Trade: buy RFI for yield + discount recovery 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Ukraine Urges UAE to Curb Russian Revenue, Shares Drone Tech
Ukraine could well ask that the UAE show some reciprocal good will by reducing its systemic enablement of Russian revenue generation.
Middle East Tensions Likely Push Rand Lower, Fuel Costs Up
Prolonged tension in the Middle East. Rising oil prices, if sustained, and a weaker Rand. Add the increased fuel levies announced in the budget speech on top of macro concerns, and taking the governor’s conservative nature and the new 3% inflation...
Talon Takes Over Lundin’s Michigan Eagle Mine, Humboldt Mill
Talon acquires Lundin’s US Ni, Cu subsidiary, taking Eagle Mine and Humboldt Mill in Michigan. https://www.metalnomist.com/2026/03/talon-acquires-lundins-us-ni-cu.html
Agentic Enterprise Marks AI‑Driven Phase Change
The AI Imperative: Resilience Reimagined-Protecting the Agentic Enterprise - The shift to the agentic enterprise is not merely an upgrade; it’s a phase change. We’re talking about systems that operate with breathtaking autonomy and at a massive scale. https://t.co/TWAXIQbUE0
Buy SPX Dips Near 6800 Amid Oil‑driven Volatility
Elevated volatility as oil spikes and heavy Treasury settlements. S&P gamma at 6800; VIX resists ~20. Risk: higher oil, weaker productivity → yields up. Trade: buy SPX dips near 6800. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
AI Shows KPI Design Must Prioritize Impact Over Proxies
What #AI reveals about performance measurement: proxies get optimized. If you measure speed, you may lose quality. If you measure output, you may miss impact. In the ML era, KPI design is a leadership discipline. https://t.co/FfVafJZaUk @mitsmr #MWC26 https://t.co/0jER9RZRs1
Oil Threat Spurs Metals Surge, Gold Hits $5,400
After Iran’s strike on a Saudi Aramco refinery, capital is rotating aggressively into metals. Gold has reclaimed $5,400, up 2.22%, adding roughly $1 trillion in market value in just 6 hours. Silver has surged to $96, up 4.32%, adding $250 billion in...
Free Guides Convert Far Better than Discount Pop-Ups
I've tested 100+ email pop-ups. Here's the pattern: '10% off' offers got a 2% conversion rate. 'Free guide to solving X problem' offers got 15%. Your assumption that discounts are king is wrong. Value is.
Iranian Drone Strike Shuts Major Saudi Refinery, Raising Oil Risk
Saudi Arabia has reportedly shut down Ras Tanura, one of the world’s largest oil refineries, following an Iranian drone strike. This is not just a regional headline. Ras Tanura is a critical node in global energy supply. Any prolonged disruption could...
Dividends Dip, Payouts Surge as KWSP Assets Swell
The 2025 Employees' Provident Fund (KWSP) dividends experienced a slight decline to 6.15% for both conventional and syariah accounts. CEO Ahmad Zulqarnain Onn attributed this reduction to: 1. stagnant growth within the local stock market and the 2. strengthening of the...
Renewables Cut Fossil Dependence; Petrol Becomes Luxury
The Iranian conflict highlights another reason why Net Xero is critical. Ramping up renewables reduces our dependency on global fossil fuel markets. Pretty simple really. Petrol will become a luxury purchase
Iranian Conflict Expands, Fuels Oil Surge and Market Volatility
🚨 IRAN WAR DAY 2 — MONDAY MARKET OPEN 🚨 Day 2 confirms the war is widening, not containing. ~48 Iranian officials confirmed dead including Khamenei. Iran is retaliating across the Gulf — hitting Dubai, Bahrain, Kuwait, Saudi Arabia and targeting...
February Revenue Hits $88.2K, Adding MRR Amid Plateau
I made $88,200 in February 2026 💜 Senja - $88,200 We added $1,380 net MRR Still at a revenue plateau, but working hard to increase activation rates and reduce churn rates. Also hiring a new engineer so we can ship some fundamental changes to...
Avoid AI Burnout: Set Boundaries, Use Tools Wisely
What Is AI Burnout, And How Can It Be Avoided? #AI #burnout is rising as generative AI tools like #ChatGPT and #Claude Code make it easy to take on more work, start more projects, and keep prompting long after the...
Foreign Investors Trigger Record South Korean Stock Selloff
🚨Has the South Korean market gone TOO FAR? Foreign investors dumped a record 6.8 trillion won ($4.7 billion) of South Korean stocks on Friday, the largest single-day selloff EVER.👇 https://globalmarketsinvestor.beehiiv.com/p/us-stocks-dropped-amid-rising-ai-and-geopolitical-uncertainty-weekly-market-recap-trading-week-09-20
China’s Two Sessions Reveal Economic Outlook Amid High Stakes
China’s ‘Two Sessions’ to Shed Light on What Lies Ahead for Economy—Beijing’s target-setting takes place against a high-stakes backdrop https://t.co/sxAHsLFpcV https://t.co/sxAHsLFpcV
Replit’s New Tools Will Redefine Vibe Coding
Amjad showed me Replit's latest stuff. They're about to redefine vibe coding in a way that will seem obvious in retrospect. A lot of the biggest ideas have that quality.
Toyota Raises TOB Price, yet Governance Remains Disappointing
Toyota Asset Preparatory Co announced it had lifted the TOB Price for Toyota Industries to from ¥18,800 to a best and final ¥20,600. Elliott agreed to tender. They made big money, but this is still a really disappointing outcome for...
Info‑overloaded Founders Need Revenue Infrastructure for Sustainable Growth
The founders/CEOs, I work with are only information overloaded NOT confused. They’ve built momentum, visibility and demand. But they haven’t built the right revenue infrastructure. And growth without infrastructure is heavy and stagnant.
L1 Group's Cost Cuts and Fund Surge Boost Appeal
A rare post about an Australian stock: L1 Group (L1G-ASX) which reverse-acquired my former employer last year, looks interesting. The stock is not optically cheap, but when you look at... 1. The run-rate cost savings (guiding to $30-$35m, ~75% of...
Jobs, Sales Data May Confirm Fed Rate Path Amid Tensions
Geopolitical shocks meet key labor and retail data this week. February jobs and January sales could seal the Fed's rate outlook amid Middle East tensions. 🟢 Open https://t.co/NUBk2v4rcI
Trust Is the New Currency for Modern Leaders
#TimTalk - Trust as currency: why trust is a core professional trait for all leaders today with David Tweddle https://t.co/yBrmSVgfs7 via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesLeader #Leadership #Culture #Motivation #Marketing #Mindset #Inspiration https://t.co/wYTGz286wj
Middle East Conflict Cuts 18% of Global Air Freight Capacity
18% of global air freight capacity has been taken out of the market by conflict in the Middle East this weekend.
U.S. Pulls Out of Key Syrian, Iraqi Bases
This comes after several other positions in Syria and Iraq have been vacated by U.S. forces in recent months. Among those are Al Asad air base, which Iran targeted in 2020 after the U.S. killing of Iranian general Qasem Soleimani.
Avoid Market Open Trades Without a Clear Plan
Back to Investment Markets in light of Iran-US-Israel War 📈 "If you don't have a clear game plan, you shouldn't be taking any action at the market open... If your game plan is to reduce risk across the board, again open is...
Salesforce Introduces Agentic Work Unit, Adoption Uncertain
Salesforce's Agentic Work Unit: What you need to know https://t.co/v1a33p2CIY Salesforce has a new metric--Agentic Work Unit (AWU). The big question is whether enterprises will adopt it. @ldignan https://t.co/3tLyVHbws7
Structured Templates Prevent AI Memory Drift
This is one of the most useful things I’ve found on X in the last 4 weeks. I was already tinkering with using a PARA-like framework for context engineering. @asemota you’ll find this useful. @afalli, are you using Cowork...
Separate User and Buyer Personas: Tailor Message, Timing, Channel
If the user and the buyer are different people, what are you trying to convince each of? When? (Trials vs discovery) Where? (In-product vs sales material) Etc. Treat as specific, separate personas.
Consistent Effort Beats Chasing Perfect Outcomes
Perfection is a static target. Effort is a dynamic input. Leaders who chase “perfect” wait for ideal conditions, flawless plans, and complete certainty. Leaders who commit to disciplined daily effort compound capability. Transformation rarely arrives in breakthroughs; it accumulates in...
OpenClaw Delivers Real Results, Not Just Hype
My OpenClaw did these: - In-person meeting with Google which led to invite to speak at Google event - Wrote X articles averaging 85k views - Increased conversion rates by 25% - Created AI recruiting challenge and first candidate we spoke with was already...
Cloudflare Confidently Ready to Counter Iran Threats
Whatever may come next from Iran, @Cloudflare is well aware of their techniques, not worried, and fully prepared to defend our customers.
US‑Israeli Iran Strike Threatens President’s MAGA Support
In his latest Greed & Fear FLASH, my good friend Chris Wood wrote: "The US-Israeli attack on Iran... [is] extremely risky politically for the US president, most particularly as his MAGA base is against overseas wars." https://t.co/MyysVy5Ukr