War's End Relieves Treasury Funding, Swap Spreads Expand
With the possibility of war ending, US Treasury funding pressure looks to be easing helping swap spreads widen. Nice move today https://t.co/q4hDJXSsiz
Unclear US Blockade Complicates Iran's Hormuz Ceasefire Limits
So, are we just back to Iran's 10-15 Hormuz ceasefire Hormuz crossing limit of last week, now with the added US blockade? Or something more? These tweet-length statements are killing me with the lack of detail.
China's GDP Growth only Loosely Mirrors Real Economy
CER: "There is obviously to some extent a relationship between China's GDP growth number and the real economy. Although we don’t know exactly how closely those two things match." https://t.co/ARbicIVAH8
Lagarde Warns Inflation Risks Skewed Upward
ECB’s Lagarde says risks to the inflation outlook are tilted to the upside https://t.co/03GtPv7xtj via @NickHeubeck https://t.co/m2Nl7hg63C
AT&T Leads as Top Buyer for NextNav, Shares up 24%
"with AT&T the most logical fit, but SpaceX and Verizon Communications are also credible buyers of NextNav" NextNav shares have gained nearly 24% so far this year, https://t.co/FXVYWITgRW
U.S. Imports More Crude yet Remains Net Petroleum Exporter
GUIDE: U.S. crude oil and petroleum product trade balances. The United States is BOTH a major importer and exporter of crude oil and petroleum products. These trade patterns allow the U.S. system to balance. But the devil, as always, is in...
AI Cuts B2B Site Build From 8 Weeks to Days
What typically used to take 8 weeks took me a few days in 2026. In a today’s live AI session at 10AM PT, I’m sharing how I built a full B2B marketing site in 3 days with AI for a new...
Many Software Stocks Still Under 10x GAAP P/E
When @CCM_Ryan told me how many software stocks trade at a GAAP P/E below 10 https://t.co/XNvJT8mAee
Agent‑First Era Makes Websites, Brands, Silos Obsolete
The Agent-First Reality: Why Your Website, Brand, and Silos Are Obsolete https://t.co/YV3RT3pqcl @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #Tech #TechNews #AgenticAI #AIAgents #AI #FutureOfWork #Strategy #Sales #Marketing #MarketingSuccess #MarketingStrategy #Branding
DeepSeek Seeks First External Funding to Boost AI Compute
DeepSeek in talks to raise outside capital for first time, seeking to beef up its financial war chest so it can better compete in the costly battle to develop leading AI models.... That will buy lot of compute... https://t.co/8YciEvxn9J
No Recession or Excess Leverage—Credit Cycle Remains Safe
What actually kills a credit cycle? Recession or too much leverage. Neither condition is in place right now according to Morgan Stanley CIO Mike Wilson 🎙️ https://t.co/rdsmLpLKIt
Four Architecture Layers Power the Agentic Enterprise
What does a CIO need to know about architecting the agentic enterprise? #sponsored 4 architecture layers every agentic enterprise needs: → Context: harmonized data → Work: composable business logic → Agency: reasoning + execution → Engagement: humans + agents, side by side The model is not...
March US Inflation Stems From Money Supply, Not Oil
March's US CPI inflation (3.3%/yr) wasn't the result of higher oil prices. It occurred because the money supply was accelerating prior to the Iranian war. The 3-month annualized inflation rate in Feb. was exactly equal to March's 3.3%/yr. https://t.co/YBHCbqfLiV
2026 SDR Skills Report Defines 10 Essential Abilities
Last week, we announced the 2026 State of SDR Skills Report. Here's what went into it: 9 world-renowned experts on the SDR profession defining the skills that SDRs need for modern success in 2026. Truly an expert panel that resulted in 10 skills...
Your Character Sells Before Your Product Ever Does
Built my 6-figure business by becoming someone people wanted to work with: • Before I had the offer • Before I had the funnel • Before I had anything to sell Character is the first product.
Brands Shift to Advocacy-Driven Creator Partnerships
I chatted with @gilliannivy for @adage on why we’re seeing a lot of brands launch more advocacy based creator programs.
Get Real-Time LP Feedback on Your Fund Deck
For GPs raising a fund, you're probably sending your deck to potential LPs. Those LPs are using that deck to quickly decide: meet or pass? Wouldn't it be sweet to know what an LP is thinking when they see your...
Tariffs and Conflict Reveal Hidden Supply Chain Risks
"U.S. aluminum tariffs and the Iran war—a case study in unintended supply chain vulnerability" https://t.co/UuDRjms7S6 https://t.co/oZgTAVHOS4
CFTC's Inaction May Undermine Kalshi Sports Betting Lawsuits
Rule 40.11 is a major problem. I wrote this nearly one year ago. "CFTC’s Failure To Enforce ‘Gaming’ Contract Ban Could Still Upend Kalshi Sports Betting Lawsuits" https://t.co/hFQ1ejhfoB
Start with Nosebleed Fans to Wow Everyone
Most companies optimize for the people who pay the most… @thesavbananas founder Jesse Cole (@yellowtuxjesse) does the opposite. He starts with the people in the worst seats—the nosebleeds. Because if you can make the experience unforgettable for them, you can make it...
Mozambique Shows Debt Relief's Promise and Pitfalls
Mozambique is an example of where debt relief can work, but unfortunately, is also an example of where things can go wrong. @CGDev https://t.co/n8UiQp0jdb
Meta Ad Performance Spirals Into Unpredictable ROAS Volatility
I have to go back years to remember the last time Meta was this volatile & felt like someone pushed a ROAS button randomly every few days. been digging through a couple of accounts and some of the best adsets...
Free Showerheads Fueled Explosive $40M Revenue Surge
I researched Jolie's entire growth strategy after hearing their founder say "paid marketing just isn't working". They gave away 5000 free showerheads. Then they did: • $4M year one • $28M year two • $40M+ year three Check the full breakdown below:...
Comments, Not Feed Posts, Drive Brand Impact
Harsh but true: Your brand feed posts don't matter. The comments do. “It’s not just about posting cadence and chasing follower growth. The best social media teams are optimizing their resources and time to live in the comments” Lessons from Social Media...
Iran's “Open” Hormuz Route Fails to Reassure Shippers
"The Iranian foreign minister’s announcement on Friday that the Strait of Hormuz is “completely open” for ships that use an Iranian-prescribed route doesn’t give the shipping industry assurances to resume traffic through the strait" https://t.co/9MdBedoMmR
All Live Michigan Sportsbooks & iCasinos in One List
Live Michigan sportsbooks / iCasinos: bet365 BetMGM BetPARX BetRivers Caesars DraftKings Fanatics FanDuel FireKeepers Four Winds Golden Nugget* Hard Rock Bet Horseshoe* Play Eagle theScore Bet / Hollywood iCasino *iCasino only
Peloton's Sexy Ad Exposes Tension in Wellness Pivot
This week on Optimizer, I finally manage to talk about Heated Rivalry… in the context of a horny Peloton ad and the company’s attempt to pivot as a wellness brand. https://www.theverge.com/column/913766/optimizer-peloton-fitness-business-column
West Coast School Realignment Persists, over 30 Affected
Realignment continues to roil the West Coast five years after the wave began. More than 30 schools have been impacted, with UC Santa Barbara the latest. "The end is not in sight." --->
Asset Unfreeze Tied to Hormuz Strait Opening
"unfreezing Iranian assets has been part of the agreement to open the Straight of Hormuz". --Iran $USO
Franchise's Big Move Set to Attract Free Agents
This is massive news for this franchise and it's going to help attract free agents.
Only Hard Rock Sportsbook; Others Limited to Prediction Markets
No other sportsbooks are likely coming to Florida (beyond Hard Rock). DraftKings and FanDuel prediction markets are both live in the state, along with Kalshi and many of the other major operators.
Prioritize, Don’t Fill Your Calendar, Avoid Overwhelm
You’re overwhelmed today for one simple reason: You filled your calendar instead of fixing your priorities. Busywork is killing you faster than the competition ever will. Back at my first company, I learned this the hard way.
Bet365 Urges Massachusetts to Reopen Online Betting Applications
In some good news, bet365 has asked Massachusetts to re-open it's online sports betting application process 👀👀
You Can Learn to Fly Without Crashing, Build Without VC
You don't need to crash a plane to learn to fly ... and you don't need VC to build a business.
Finish Small Tasks Inst
Small tasks piling up? Try the 2-Minute Rule: If a task takes less than 2 minutes, do it immediately
Embrace Silence; Let Buyers Reveal Their True Needs
The most underused weapon in sales: Silence. After asking a powerful question most sellers rush to fill the silence. Don't. Sit in the discomfort. The buyer will fill it. And what they say in those uncomfortable seconds is almost always the most valuable thing they share...
Equity Risk Premium Near 4% Validates Current Valuations
With credit spreads still well-behaved and operating margins making new highs by the week, the valuation picture for US stocks remains justified, especially after the drawdown of the past few weeks. The chart below shows that the “fitted” equity risk...
AI Agent Costs Are Turning Into Enterprise Payroll
Your AI tool costs went from $20/mo to potentially $500K/quarter. And most companies haven't updated their budgets yet. Here's why AI agent billing is the next enterprise crisis 🧵👇 1/ A year ago: AI = autocomplete. Quick prompts, quick answers, flat subscription. Budgetable. Today:...
Ownership Mindset Demands Equity, Not Extra Hours
A Gen Z employee working at a start-up logged off at 7:00 PM every day. The founder was not happy with this. He spoke to the employee and said, "You need to move beyond the 9–5 mindset. You should think like an owner and...
Small Firms Must Invest Like Giants to Survive
A few years ago I would have told you that a small scrappy company had a big advantage. I've since changed my mind and I understand the big advantages that larger companies have. Once you get a machine rolling down...
Reducing East Asia Surplus Key to Global Economic Balance
Global adjustment really does hinge on bringing down East Asia's surplus -- and of course also brining down the deficit of the US and the UK The second China shock already solved for Germany's surplus https://t.co/CQ5w2tBmTD
Inflation Already Embedded, Set to Accelerate Post‑War
My view in @FortuneMagazine on how inflation was ALREADY BAKED INTO THE CAKE: “Inflation was accelerating before the war, and it will keep accelerating after the war’s over and oil prices fall.” https://t.co/40tVOVEUt1
Strait of Hormuz Reopens—Durability and Ship Commitment Key
The reported reopening of the Strait of Hormuz by Iran is undoubtedly a welcome relief for the global economy. Needless to say, its true impact depends on the durability of this reopening, which will require sustained confidence-building measures from all three...
Distribution Is Just Sales in a Different Voice
Distribution and sales are not different departments. They're the same conversation at different distances. Every piece of content is either moving someone toward a decision or away from one. There's no neutral. The cold emails that get replies don't sound like cold emails. The content...
Management Executes; Leadership Chooses the Right Path
“Management is doing things right; leadership is doing the right things.” ― Peter F. Drucker
Ericsson CEO: North America’s Mix Importance Will Decline
"While I think North America will always be important, from a mix point of view it will be less important going forward," said Börje Ekholm, Ericsson's CEO https://t.co/x7vq53PjRy via @iainwmorris
Six‑Month Iran Deal Raises Strait‑of‑Hormuz Uncertainty
Europe and Gulf leaders thin six months for Iran war deal. If so, will the Strait stay open? For all?
Judge Rejects Claim CFTC Sole Authority over Sports Contracts
PM Lawyer: “Whether 40.11 bans sports event contracts is a matter for the CFTC to address, not a matter for Nevada to address.” Judge Nelson: “That can’t be a serious argument. It’s self-certification. You can put up anything you want.” Via @Dan_O_Boyle https://t.co/HrzTVlnaJ9
Hormuz Reopens, Markets Surge as Oil Plummets
STRAIT OF HORMUZ IS OPEN. WAR IS OVER?! Iran reopens the Strait. Oil down -13% $SPX at record highs. $NDX logs its longest win streak since 2009. Dollar easing, gold and $BTC ripping The single biggest lock on markets just cleared. US-Iran...
Observations Reveal Uncomfortable Truths in Challenging Times
I will start off by wishing you well in these challenging times and by saying that the picture I paint in the following observations is not the picture I wish to be true; it is the picture that I believe...