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
Balancing AI Policy Guidance with Trust in Users
"We need AI policies, but most people wont read them. The boundary around shadow IT or shadow AI is, where do you want to give people direction, and where do you actually trust people to make good decisions? #AI #CIO...
Japanese Investment in China Jumps 55% Amid Tensions
“At a time when Tokyo and Beijing appear to be drifting further apart politically, Japanese capital is moving in the opposite direction…Japanese foreign direct investment into China surged by 55.5% year-on-year in the first three quarters of 2025.” https://t.co/osyTCAOqOp
Build First, Overthink Later: Iterate Through PRs
I’ve been having a lot of little dopey ideas lately and instead of overthinking it to death, I just build it. It takes roughly 150 PRs to get a nice version people can try I’ve noticed. Once it’s done I...
AI Prompt Breaches Reveal Personal Data Tied to Identities
Data breaches containing AI prompts from users create a whole new set of privacy problems. Prompts are frequently very personal in nature and, from a privacy perspective, not something users expect to see tied back to their IRL identities.
Iran Conflict Spurs Oil, Markets, Crypto, Uranium Opportunities
Thoughts? The Iran war and oil crisis affect your money across four key areas: oil prices and inflation, stock market volatility, cryptocurrency movements, and overlooked opportunities in uranium and energy security stocks.
Brent Crude Jumps 7% Amid War‑Driven Price Surge
On the opening of the Intercontinental Exchange Market in London, BRENT CRUDE SURGED. Since the close on Friday, it's up over 7%, trading at $78 / barrel. THE WINDS OF WAR = HIGHER OIL PRICES = MORE AFFORDABILITY PROBLEMS FOR TRUMP. https://t.co/H6nboenO4u
Booked Profits, Gold Bullish; SPX Neutral, Gap Fill Anticipated
GOLD & SPX TRADES UPDATE: Booked profits right at the weekly open in anticipation of gap fills on both & middle east tensions holding lesser impact than everyone's fearing. On SPX , i am leaning neutral to slightly bearish , not much...
AI Agents Prompt Rethink of Management Structures
#TimTalk – Does the rise of AI agents mean we need fewer layers of management, or does it require a completely different kind of manager? with Dan Sodergren https://t.co/FpTzeBmYIM @DLAIgnite #SocialSelling #DigitalSelling #Technology #AI #ArtificialIntelligence #Robotics #Industry5.0 #Leadership #TechNews
King Dollar Not Dead; China Still Buying Dollars
Talk of the death of King Dollar is premature. Exhibit #1: China. It runs a large current account surplus, and is accumulating a mountain of predominately dollar-denominated foreign assets at record rates. Those who YAK about DE-DOLLARIZATION should start to FOLLOW THE...
China, Russia Poised to Bolster Iran’s Strait of Hormuz Blockade
Former CIA analyst Larry Johnson on Chinese and Russian support for Iran: “[China and Russia] may send additional naval assets to assist Iran in closing the Strait of Hormuz. They are continuing to supply intelligence … and critical minerals that Iran...
LBO Debt Market Faces $20B Nerve‑Testing Stress Test
The LBO debt market is freaking out. Here comes a $20B test of nerves https://t.co/MiXTnEB2pK
Japan Set to Amend Article 9, Recognize SDF by 2030
I’m calling it now: Japan will amend Article 9 before 2030 to formally recognize the Self-Defense Forces in the Constitution
Fraud Scams Evolve Beyond Classic CEO Email
My accounting team is receiving scary good fraud attempts… It is no longer the yahoo email from the CEO saying “Send $10M to this bank asap. We just acquired a company. Many thanks” Stay safe out there
Asia's Undervalued Currencies Poised for Explosive Gains
Interesting piece from Bloomberg's Shuli Ren, on the risk that Asia's wildly undervalued currencies might have an explosive appreciation ... 1/3 https://t.co/j9M2wdl5ED
Advisors' Real Value Lies Beyond Trade Timing
Most people think their advisor's job is to make trades. Buy this. Sell that. Rotate sectors. Time entries. That's level one. And it's the least valuable thing a financial consultant can do.
Korea Leads 2025 Surge in US Equity Inflows
If there is a real risk off move (& it is still an if) the structure of the inflows that have covered the US current account deficit will matter. Foreign buying of US equity surged in 2025, and no where more...
AI Catches My Tangents, Keeps Presentations On Track
I'm speaking to LIV Sotheby’s International Realty this week and ran my talk track through Claude I asked it to point out anywhere I went off on a tangent or lost the flow (probably the most common mistake I make) Maybe...
Middle East Conflict Spikes Oil, Lifts Dollar, Drags Dow
Further to the prior post: A classic initial market reaction to this weekend’s eruption of military conflict in the Middle East: Oil has surged over 10%, the Dollar has strengthened, and Dow futures have opened down some 500 points. #economy #markets #oil...
Aussie 10s
Aussie 10s have on average traded 67bps cheap to UST 10s over the past few weeks. Currently trading 4.58 which suggest UST 10s should open around 3.91, 3 bps richer (that's like 6-7 ticks)
100 Real-World N8n Automations Shape Essential Guide
I created a n8n essential video only after building 100 automations/agents for our clients. No fluff. https://www.youtube.com/watch?v=np5xroxMp5o
Oil Prices Set to Drop, Fueling Roaring 2020s
YARDENI: “.. in our short-war scenario, oil prices should fall in the coming weeks after a ceasefire .. boosting US consumer spending and benefiting global economies .. The weekend’s Middle East developments make us even more confident in our Roaring...
Success Hinges on Cash, Growth, and Capital Returns
What do the most successful companies have in common? They all excel in these three critical areas 1️⃣ Strong, predictable cash generation 2️⃣ Attractive growth opportunities 3️⃣ High returns on capital
Unresolved Technical Debt Undermines Product, Morale, and Business
Just like regular 0.8x developers, but this time much faster, unresolved technical debt will kill first any real improvements to the product, then morale, then the business.
Free Cash Flow Conversion Reveals True Economic Profit
"Free cash flow conversion separates accounting profits from economic profits." Most profits are fiction. Cash is truth. 💸 Free cash flow conversion separates accounting profits from real economic value — and serious investors know the difference.
Modest Payroll Gains, Slight Un
NFP, Retail Sales Fri GS thinks +45k headline payrolls, +45k private, UR ticks up to 4.4% +0.5% Jan core Retail Sales https://t.co/EbcNES5A55
Cybercrime Outpaces Spend; Prioritize Architecture, Identity, Resilience
Cybercrime growth is outpacing cybersecurity spend. We are not going to tool our way out of this. Architecture, identity discipline, and operational resilience matter more than another dashboard.
Software's UX Makes It Anything But a Commodity
Software is not a commodity, although some are closer or farther. To see why, imagine me forcing you to swap out your email client, or your IDE, or your spreadsheet or docs app, and tell me you won't care at all. UX...
Eliminate 12 Hidden Productivity Killers for Real Focus
Master and destroy the 12 enemies you can't see: - Busywork - Distraction - Multitasking - Overplanning - Inconsistency - Perfectionism - Reactive work - Excuse making - Procrastination - Context switching - Notification addiction - Shiny object syndrome
Geopolitical Tensions Push USD, Gold, and Oil Higher
The old geopolitical playbook (USD up, gold up, oil up, bond yields down, stocks down) is on for now.
Crisis Mode Returns: US‑Israel Strikes Ignite Market Volatility
Markets are back in crisis mode with the US–Israel strikes on Iran dominating headlines: global risk assets are reacting, oil prices are spiking, and S&P volatility is alive. Join us LIVE at 6pm EST as we break down how ES futures...
Foreign Investors Pour $1.55 Trillion Into USD, Defying “Sell America” Myths
Foreign investors poured a net $1.55 TRILLION into USD assets last year, up 31.4% from 2024. The oft repeated “Sell America” and “End of King Dollar” narratives don’t align with the facts. Hanke's 95% Rule: 95% of what you read in the...
AI Risk Disclosures Surge: 72% of S&P 500 Firms
The number of S&P 500 companies that included AI as a material risk in securities filings jumped to 72% last year from 12% in 2023 https://t.co/a4HNUjkALf #DigitalSisruption #AI
Sarandos Calls Paramount’s Offer Irrational, Fueled
Netflix Boss Ted Sarandos Speaks Out After Losing Warner Bros. Bid: Paramount Offers Were ‘Irrational,’ Relied on Political Pressure Because it’s ‘Cheaper to Make Noise’ https://t.co/lSMiTSgKnA
Use a 1.5× DSCR to Fund $2‑3M Deals
The one number that unlocks business acquisition finance: DSCR — Debt Service Coverage Ratio Formula: EBITDA ÷ Annual Debt Repayments Lenders want ≥ 1.5x What this means: For every $1 you owe the bank, the business earns $1.50. Find a business with $500K EBITDA? You can service...
Lease Incentives Impact Yield and Refinancing Strategy
Retail landlords: TI vs. Free Rent isn’t just negotiation — it’s balance sheet strategy. TI = upfront capital out. Free rent = delayed income. Both reduce effective yield. But they affect refinancing and liquidity differently. In today’s lending environment, structure matters more than optics. If you’re...
Redesign Entry Roles, Pair Talent with AI for Apprenticeships
If genAI handles the grunt work, how can leaders develop an apprenticeship model? Leaders must: (1) Redesign Level-1 roles, (2) Pair talent with AI agents, (3) Make learning and reflection explicit, not accidental. #AI #Hiring #CIO #CHRO https://t.co/W7YbwP6jrL
Run Coding AI Agents on Phone, No Typing Required
Anthropic’s latest “remote control” launch makes it possible to run coding AI agents from your phone without typing a single command....
Build Your Own Software: Unmatched Leverage in AI Era
Adjacent to this: never has there been a time where making pure software for *yourself* been a greater point of leverage. You get to upgrade your own importance in the universe while many are barely aware of how to use...
Europe Seizes Russian Shadow Fleet Tanker After Four Years
Why are European countries just now standing up to Russia's oil revenue and shadow fleet after the war just crossed its 4 year anniversary? What has changed? Has the US done more to help Ukraine in the last year than...
Leaders Balance Acceptance, Accountability, and Performance
#TimTalk - How do leaders balance acceptance with accountability and performance? with Mau Espinosa https://t.co/djlZ0UG9GW via @DLAIgnite #SocialSelling #DigitalSelling #Sales #Leadership #Culture #Motivation #Marketing #Success #Entrepreneur #Management https://t.co/t5Q67eQA37
Don't Let Others' Success Stall Your Own Creation
If there’s something you want to create but you get demotivated when you find out a famous/impressive person is doing it too, I highly recommend you fight that feeling. I’ve seen too many instances of nothing getting shipped by said...
Retiring Owners Value Trust over Price in Exits
What retiring business owners actually want: • To know their staff will be looked after • To feel proud of who they sell to • A clean exit with no complications • Someone who "gets" their industry • Monthly payments that feel like a pension Notice...
Passion Beats Perfect Reviews: Test Anything, Scale Fast
I lost $5k on a product with 'perfect' 5-star reviews. Market said no. I tested a product with mixed reviews but a passionate following. Scaled to $50k/month. The market doesn't care about perfection. It cares about passion. Test everything.
Erdoğan Blames Netanyahu for US‑Israeli Strikes, Calls Ceasefire
#TurkeyWatch 🇹🇷: President Erdoğan said Netanyahu’s “provocations” triggered the US–Israeli strikes on Iran. Erdoğan said that Israel is “poisoning the process,” and urged an immediate ceasefire to prevent a wider regional war. https://t.co/y2YtJLqeUy
US Iran Strike Could Redefine Market Risk Profile
I delayed - and rewrote a few times - my week ahead article. Finally posted up (and here are some of the charts that I speak to): Will US Strike on Iran Change the Market’s Risk Profile? https://t.co/UZu6CPkjrl https://t.co/1Kccta89jL
Netflix Quit Warner Bid After Paramount's Final Offer
Ted Sarandos says Netflix knew it would pull out of the Warner Bros bidding as soon as it saw the final Paramount offer. We spent 40 minutes on Saturday discussing why Netflix didn’t match and what the Paramount deal means...
Hire Engineers Who Document, Automate, and Share SOPs
Final #buildinpublic thoughts on hiring an engineer Engineer will need to document as they go, like everyone else (including me). Updates might include: -> Reproduced the bug locally -> Found the issue: image resizer not handling SVGs correctly -> Tried a CSS fix first before...
Control AI Coding Sessions From Your Phone Anywhere
Anthropic’s latest “remote control” launch makes it possible to run coding AI agents from your phone without typing a single command.... This is absolutely game-changing for building a startup in 2026. Here's how it works: • Run “claude rc” in...