CEOs Bet Their Jobs on AI Success
The CEO AI Gamble — Why Half of Business Leaders Believe Their Jobs Depend on Getting AI Right With so much riding on AI success, many CEOs see getting AI right as crucial to their future — but that gamble comes with risk and reward. Read more 👉 https://lnkd.in/ehDKRb9m #AI #Leadership #FutureOfWork #BernardMarr
Supreme Court Destroys Trump Tariffs, Supply Chains Must Adapt
Supply Chains Brace for Renewed Turbulence as Supreme Court Strikes Down Trump Tariffs. If you have not made your supply chains flexible and adaptable, good luck. https://t.co/PfhBGWsOQa
Insane Wealth Tax Triggers Global Investor Panic
This is utterly moronic on all levels. Have Dutch politicians overdosed on stupid pills? An ‘insane’ new wealth tax has global investors panicking https://t.co/VsB8fRFFkX
Trump Tariff Drama's Ripple Effect on Canada Explained
On this week's Canada Letter, our @nytimes Saturday morning newsletter, Ian Austen walks you through how the latest Trump tariff drama affects Canada. Also, a roundup of Canada-related stories from across our newsroom. Read, share, sign up! https://t.co/tsuuBxOUtM
Almonty Raises $112.5M for Global Tungsten Expansion
Almonty seeks $112.5mn to advance Montana tungsten, Portugal Panasqueira expansion, and Korea Sangdong Mo drilling. https://www.metalnomist.com/2026/02/almonty-tungsten-funding-targets-1125mn.html
GDP per Capita Fails to Reflect Real Quality of Life
GDP/capita is one of the worst metrics to gauge actually important things about people's lives. There, I said it.
AI Surge Boosts HBM Demand; Buy MU on Dips
Macro: AI demand drives chip & platform leaders. Factors: HBM tightness (Micron), AIP adoption (Palantir). Risks: supply, concentration. Trade: buy MU on pullbacks for HBM exposure. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Own Your Digital Space: Keep a Website in 2026
It's the digital form of "Renting vs. Owning" :) Yep, you own it, you can do what you want with it, you can monetize how you want to, and you won't wake up one morning to find some network removed...
NYT Reveals Bridge Owner Met Commerce Secretary Before Trump’s Attack
On Feb. 10 we @nytimes broke the story that the owner of Ambassador Bridge, a Detroit trucking heir, had met with US Commerce Secretary Howard Lutnick hours before President Trump took to social media to blast a new competing bridge...
Trump's Threats Prompt Modi to Dismantle India’s Protections
My take on MODI'S WIN over Trump in the US-India Trade Deal: "Ironically, Trump's threats have allowed Modi to dismantle some of India's protectionist measures. Previously, the dismantling wouldn't have been possible. Now Modi can say, 'Enemy Trump made...
Stay Overweight on Equities, Still Diversify Globally
I joined the @MilkRoadMacro show this week. Laid out why we remain overweight equities, but you want to still own other parts of the 🌍. https://t.co/X8faci8XLY
AI Era Redefines PMF: Speed to Value Wins
I spoke with a $50M ARR founder yesterday. He said something I haven’t stopped thinking about: “We have product-market fit right now. But that’s PMF pre-AI.” Let that sink in. Most users aren’t deeply loyal. They’re accepting the friction because...
Buy ONON as SCOTUS Limits IEEPA Tariff Upside
Macro: SCOTUS struck down IEEPA tariffs; admin will likely reissue ~80–90% → limited upside. Key: supplier pricing, de minimis. Risk: refunds slow. Trade: buy ONON for margin tailwind. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Paramount Skydance Faces Talent Challenges Amid Crucial Phase
As Paramount Skydance careens through one of the more pivotal chapters in its short existence, it appears to have talent problems.... https://t.co/ou55mmDguf via @variety
Spot Emerging Sectors Early, Enter Low‑Risk, Let Market Grow
Our job is to identify leading sectors and industries early, find a low risk entry and let the market do the rest. 📈
UI Bakery Replaces $50K Dev Dashboards in Minutes
RIP to every dev team charging $50K to build an internal dashboard. UI Bakery just made every internal tool your dev team ever built look like a waste of time. It's called UI Bakery, it builds and deploys a fully functional internal...
Dollar Declines Despite Hot Inflation and SCOTUS Ruling
The Dollar yesterday fell back to its recent lows against EM, even though core PCE inflation came in hot and the SCOTUS decision should have lifted it. Regime change for USD is upon us. Things that ordinarily lift the Dollar...
Productivity Becomes an Addictive High
Productivity is a drug. Once you feel a truly focused, high-output day, you’ll want another. And another. And another.
Dollar's Decline Signals Shift; Reconsider Your Investments
Oh boy. “DOLLAR in DECLINE” “The U.S. currency has lost its dominance. What investors should do now.”
Dollar Weakness Boosts Gold, Hurts US Stocks
⚠️US Dollar weakness is historically BAD news for US stocks: AVERAGE ANNUALIZED RETURNS during the 5 major Dollar bear markets since 1967: S&P 500: +6.4% annualized Gold: +43.1% annualized EM stocks: +23.7% annualized👇 https://globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-has-peaked
Analyst Ads Overpromise Python; Excel, SQL Dominate Daily
Unpopular opinion: Data analyst job postings ask for Python. Data analyst jobs don't actually use Python. What you'll use daily: Excel — every single day SQL — every single day Power BI or Tableau — multiple times per week Python — maybe once a month This pattern holds...
10% Market Slide Could Wipe $
10% equity drop could erase $7T and shave ~0.9% off GDP. Tech/AI capex and hyperscaler overinvestment raise downside risk. Trade insight: trim cyclicals & hardware suppliers. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
EU's Orban and Fico Threaten Ukraine Aid, Risk Suspension
How many more years is this idiocy going to continue? Two collaborationist regimes in the center of Europe, during the largest continental war since WWII, are openly undermining the entire 500-million EU and the defense of the free world, all while...
Dollar's Future Uncertain After Supreme Court Tariff Ruling
Week Ahead: Does the Dollar Still Have Legs After the Tariff Ruling?: The Supreme Court struck down President Trump's use of emergency powers to impose widespread tariffs. The court did not rule on refunds. Trump quickly announced a 10% across-the-board…...
USD Stays Strong Despite Weak GDP and Tariffs
Outside of an occasional shock like around Liberation Day, it is not clear that the tariffs had much impact in the FX market. $USD held up fairly well in the face of the disappointing GDP and tariff ruling. What's...
Debt Wall Myth: Accounting Shows Different Reality
The $10 trillion U.S. debt wall has become a political weapon. But the accounting tells a different story than what you'll read in mainstream economics textbooks.
Financial Media Misuses Weak GDPNow Forecasts to Spin Bullish Narrative
Recall @HalftimeReport Slink's confidentally quoting (on almost a daily basis) of the robust GDP Now projections by the Atlanta Fed (among the worst forecasters extant) to support her "the economy is great" and bullish market thesis? That is the...
LSE Shifts to User‑First AI‑Powered HR
How LSE ditched legacy #HR for a user-first, #AI-powered future https://t.co/6HBPgTUgzQ @UNLEASHgroup #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Supreme Court Undermines Washington’s Geoeconomic Power Base
The legal foundation of Washington’s geoeconomic power plays is looking shaky after the U.S. Supreme Court ruling invalidated the use of the International Emergency Economic Powers Act (IEEPA) Source: Vizualytiks https://www.voronoiapp.com/trade/US-Tariff-Revenue-7693
Data Stewardship Drives AI Governance and Consumer Trust
Data stewardship forms the backbone of AI governance. Secure data handling, consent frameworks and privacy by design practices enhance resilience. #Ecommerce platforms that invest in strong governance create durable competitive advantage built on consumer trust. #IndiaAISummit #DigitalIndia #AI
Productivity Wins by Cutting Unnecessary Workflow Friction
Feeling tired… but technically “organized”? That’s productivity system fatigue. It’s the tiny speed bumps in your workflow • too many apps • too many steps • too much switching • too little clarity Over time, they don’t just slow you down. They drain you. Before you try a new...
Gold and Silver Surge Amid Iran Tensions, CNY Break Ends
Gold back over $5100 USD and Silver over $84 USD. We have a potential Iran conflict, and the end of the CNY break next week. https://t.co/Eac6sG80np
Inbox Zero 2.0: Gain Control, Not Perfection
Inbox Zero 2.0 is not about perfection. It’s about control. Learn how to: • Process communications calmly • Manage long-term threads • Stop email from dictating your day This is executive-level clarity. Join us in March. https://t.co/E53E31bsZG https://t.co/ojMklVNywT
Niche Solves, Mass Appeal Fails: Test Everything
I lost $16k testing apparel 'everyone wears.' Zero traction. I tested apparel for a tiny subculture. Scaled to $90k/month with raving fans. The market doesn't care about mass appeal. It cares about solving specific problems for specific people. Test everything.
Supreme Court Says IEEPA Can't Authorize Presidential Tariffs
The Supreme Court Ruling In a 6–3 decision (Learning Resources, Inc. v. Trump), the Court ruled that the International Emergency Economic Powers Act (IEEPA) of 1977 does not give the President the authority to impose tariffs.
US‑Led Regime Change Leaves Libya with 58.8% Inflation
#LibyaWatch🇱🇾: Thanks to US-led regime change operations in 2011, Libya is a failed state. Today, I measure Libya’s inflation at 58.8%/yr. LIBYA’S ECONOMY = IN THE TANK. https://t.co/5JVou6TFc3
IEEPA Cuts Trump Tariffs, Boost
🎩 ✍️ @nytimes 1. IEEPA = 1/4 of Trumpian tariffs; 2. Rates were coming down; exemptions expanding = Affordability TACO under way since summer 2025 https://t.co/OpllUV99nH
Supreme Court Threatens Trump-Era Trade Deals Under IEEPA
Are Trumpian trade deals valid❓ ✍️ @nytimes”The fate of those deals is in doubt now with the Supreme Court decision, because many of the deals were premised on tariff rates under the IEEPA law” https://t.co/ltr9FW5Tl4
Gold Reclaims $5,100 Amid Geopolitical and Rate‑Cut Pressures
GOLD ( XAUUSD ) : 5100 Has Been Reclaimed. Exactly as shared ahead of time. Technical break of market structure , Rising Geopolitical concerns , Tariffs uncertainty , Stagflation concerns , Rate cuts pricing = Higher Gold.
Tiny 1% Gains Compound Into Massive Results
British Cycling went from losing to winning by improving 1% in everything. They cleaned bikes better, fixed sleep habits, tracked hand washing, and small gains stacked up. In business, a 1% lift in price, margin, and cost control can drive a 27%...
Building AI-Ready Business Foundations for HR Leaders
Foundations for Professional Business Practice in the #ageofAI #OnlineEvent @ABPsychologists https://t.co/f8fH8FO9u5 #HCM #HRM #HumanResources #HRTech #CHRO #CPO #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Choosing RISE Is a Strategic, Not Technical, Decision
Deciding whether to move forward with RISE isn't a technical choice. It's a strategic one, impacting long-term costs, options, and flexibility. #StrategicDecisions #BusinessGrowth https://t.co/NzjZH7hSci
Prioritize Understanding Over Constant Market Openings
We should stop asking for stock markets to be open for every economic announcement so that traders can hedge their risks. Imagine if our market was open when these new tariffs were announced and old ones scapped- 12 hours later people...
Japan's Low Inflation Reflects Weak Money Supply Growth
Japan’s inflation rate comes in at 1.53%/yr in January, BELOW its 2%/yr target. JP’s money supply (M2) is growing at 1.56%/yr, WELL BELOW Hanke's Golden Growth Rate of~6.07%/yr, a rate consistent with JP’s 2%/yr inflation target. THE INFLATION STORY = A MONEY...
Undervalued Malaysian Hospitality Stock Sees 35x Profit Surge
Is this the most undervalued hospitality play in Malaysia right now? 🇲🇾 While everyone is chasing speculative tech, a "quiet" company just reported a 35-fold quarterly profit jump. This isn't just growth—it’s a total operational takeover. 🧵 (1/5)
Section 122 Exemptions Enable Net Tariff Reduction
Important. Net effect of striking IEEPA/ reciprocal tariffs and doing the 122 with similar product exemptions should be a tariff reduction.
From Missile Room to Boardroom: Managing Critical Infrastructure
"Navigating the High-Stakes World of Critical Infrastructure & Asset Management with Quarterbac" From missile room to board room: getting to know Dave Robinson, CEO/Foudner of Quarterbac. Get the inside scoop from this inspiring thought leader interview: https://t.co/bP6BdAH637
NRG Acquires New York’s Largest Fossil Power Plant
Scoop: NRG Buys New York’s Biggest Fossil Fueled Power Plant #energysky -- via Heatmap News https://t.co/HYXV78yUOY https://t.co/YML0FTvZNJ
Master VC Technicals in One Weekend with 7 Guides
7 VC guides to teach you the technicals in one weekend👇 ♻️ Repost to help someone VC recruiting right now.
From College Tweets to 55+ Backed Companies
today i have been writing a piece on how we sourced the 55+ companies we've backed over the last 5 years and pulling the thread has been so beautiful. feeling so much gratitude for this journey that started as me...