Shale Boom Empowers US, Reduces Foreign Policy Restraints
In today’s @FT, I argue the Iran war shows how profoundly shale has affected US foreign policy. With the US far more insulated from global shocks, there are fewer restraints to using US economic and military power abroad — with major consequences for allies, rivals & markets.
Prolonged Conflict Will Drive Economy-Wide Price Hikes
“While Americans are currently seeing higher gas prices and haven't felt it in other areas, Wald says that the longer the conflict continues, the more prices across the economy will increase.” https://t.co/oTyVnpjsgT
Weigh Salary Cut vs Equity Upside in CFO Move
You’re 41, Finance VP, New York. $700k income, sole-earner. Married, 2 kids. $1.5M retirement, $500k brokerage. You’re offered a CFO role at a smaller company with lower pay ($300k) but more upside (equity). Do you take it?
World Bank Mulls $2B Loan as Argentina Eyes Dollarization
#ArgentinaWatch 🇦🇷: The World Bank is considering loaning Argentina up to $2B to help refinance its debt. Stuck with junk-rated bonds, Argentina is leaning on multilateral development banks for finance. IT'S TIME FOR THE WORLD’S BIGGEST DEADBEAT TO DITCH THE PESO AND...
AI Will Disrupt 18% Jobs, Boost 12% Growth
OpenAI's chief economist published an AI Jobs Transition Framework mapping 900+ occupations: 18% face higher near-term automation risk, 24% will reorganize (fewer workers, same role), 12% could grow from AI, 46% see less change. ChatGPT is used 3x more in...
Fed Officials Barkin and Waller Speak Today
Economic Calendar for Fri. April 17 12:15pm - Fed’s Barkin speaks 2:00 - Fed’s Waller speaks
Precision Over Volume: Simplify Outbound, Leverage Boring AI
SaasRise CEO Mastermind Recaps for the Week of April 13 - 16, 2026 Most SaaS teams don’t have an AI problem. They have a workflow problem. Here’s what came out of this week’s SaasRise CEO Mastermind (April 13–16) 1️⃣ Better...
Money‑market Funds See Biggest Weekly Outflow Since 2018
Money market funds had a net sale of $173.24 billion, the largest weekly outflow since at least September 2018.
Success Lies Beyond the Click, Not the Creative
Most distribution systems don't die at the top. They die at the handoff. Ad performs. Page doesn't convert. Email opens. Link doesn't get clicked. Content lands. No next step exists. Everyone optimizes the first moment. Nobody designs what happens right after it. Ran paid campaigns with 4%...
Iran's Oil Collapse Sparks Hyperinflation, Forces Negotiations
🇮🇷 Iran Intel Brief | Geopolitical Brief ─────── 20 Iran's oil exports collapse, triggering hyperinflation and currency devaluation. [[1]](https://t.co/r1vr3SzkD3) US assembles target bank for strikes on Iran's regime and IRGC infrastructure. [[2]](https://t.co/X6S6JqbcEy) Iran nears financial ruin from ongoing blockade. [[3]](https://t.co/DNc0KkRop4) Trump directly threatens Iran during phone negotiations. [[4]](https://t.co/ELIWK0qQfb) Iran bypasses US...
Merge CRO and UX to Close Conversion Gaps
I was reading an article this week about how CRO and UX relate to each other, and it put into words something I've been circling around for a while. Most organizations run these as separate disciplines with separate teams, and...
Paid Amounts Trump Promises; Reconciliation Guides Cap Planning
What actually gets paid matters more than what was originally promised. How does reconciliation data impact future cap planning and enforcement? This is covered in my book NIL 101: The House Settlement Now 40% off https://t.co/yBVisUkFCL https://t.co/FTBoknY43x
AI Projects Fail When Business Bridge Is Missing
42% of AI initiatives fail. Not because the tech doesn't work. Because nobody built the bridge between a working model and a working business outcome. The viability gap is organizational, not technical. Five layers worth auditing before your board asks first. https://t.co/y89hUiqrly
Creator Partnerships Drive Explosive Growth, Not Ad Spend
Manscaped sponsored 2,000+ YouTubers, generating 2 billion views in one year and scaling revenue from $3M to nearly $300M. Meanwhile you're complaining about Facebook ad costs while ignoring the massive leverage of creator partnerships.
Connecting at NAB Show Vegas & New York Events
I’m about to head to the 🇺🇸 United States for a few days, let me know if you are around #NABShow in 🎰 Las Vegas or based in 🗽 New York. There are a few things lined up, including but...
Early Business Thoughts Disrupt Sleep, Ignite Ideas
When you wake up thinking about the business. Annoying for your sleep but powerful for your ideas.
Card Spending Growth Remains Resilient Amid War, Easter Dip
BofA: Ex-gas total card spending growth has been very resilient since the start of the war, barring a recent slowdown around Easter https://t.co/LKgjpddqKj
ECB Set to Raise Rates in June Amid Inflation Surge
ECB to hike rates in June as 2026 inflation jumps, survey shows https://t.co/H2eauGliEP via @weberalexander https://t.co/VJl5uVHZHh
Evaluating Real Value vs Noise in CTEM Platforms
Are people actually getting value out of your CTEM platforms? I see a lot of interesting capabilities, but I am still trying to separate what is useful from what is just noise.
Tax Refunds Surge 15% YoY, Up $36 Bn
BofA: As of Apr 15, tax refunds were running about $36bn (15.4%) above last year’s level https://t.co/mPjzrL4Dmr
Record Treasury Leverage Threatens Global Fixed‑Income Stability
Hedge Fund Leverage in Treasuries at Record Highs. Torsten at Apollo ...any forced unwinding of these leveraged positions could send shockwaves through global fixed-income markets. https://t.co/vtq5KWmWLE
Yields Spike Three Months After New Fed Chair Takes Office
BofA Hartnett: Market usually tests a new Fed chair... Yields up in 3mo after Fed Chair starts https://t.co/zn2zh9y9nl
NYC Pension Funds Allocate $4B to Citywide Housing
Big news: we just announced our plan to invest $4B of NYC’s pension funds in financing housing across the five boroughs
Marketing Teams Should Both Build and Buy AI
Maybe the biggest false choice in martech right now is asking, “Should we build or buy AI?” Our new State of Martech 2026 research suggests the real answer is: yes. Across 70 AI marketing use cases, leading teams aren’t choosing...
Trusting Teams Foster Safety to Own Mistakes
When we work on a Trusting Team, we feel safe to admit our mistakes, be honest about our shortcomings, and ask for help when we need it.
South Korean Exports Precede U.S. Earnings Growth by Month
"South Korean exports tend to lead U.S. forward earnings growth by roughly one month, largely due to the technology ordering cycle" -Liz Thomas, SoFi
Global Strategic M&A Hits $718B, Beating 2021 Record
GS: Global strategic M&A volumes total $718 billion so far this year—already outpacing the prior record of 2021 https://t.co/jHjx8NpER8
Processes Alone Won’t Stop Turnover, but They Aid Foresight
“Embedding process discipline in workplace practices won’t save an org. from being outcompeted or losing good employees who really want to leave. Yet effective processes can usually help cos. foresee or mitigate such events.” 💡 https://t.co/ylz4kVYcuu #BPM #processimprovement https://t.co/7qP8I0EPc5
HR's Role Amplified in the AI Era
HR has rarely been more important than in the #AI era @UNLEASHgroup https://t.co/duoxqK4tf2 #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Sport's Future: From Competition to Disney‑Style Entertainment
Very happy to see the book 'Diversify or Die - Why the Future of Sport is Entertainment' being published Thanks to the editorial team for inviting @Jailan_M & me to contribute a chapter Disneyfication: Football’s Mickey Mouse Future? https://t.co/5et1cbnkyb https://t.co/ccjgvUm8d5
China Will Wait for Opponents’ Strain Before Acting
China doesn’t need to rush. It needs to wait. As pressure builds - on energy, supply chains, and military systems - the advantage shifts. History shows this clearly: major powers don’t always enter early. They enter when everything is stretched. That’s when the impact is decisive. The risk isn’t just...
War's $558B Cost Equals Year‑long Solar Power for Europe
Even at present impacts, the war in the middle east is conservatively projected to reduce global economy by $247 BILLION. The US has spent ~$30 billion; Israel has spent ~$11.5 billion, and Iran has sustained damages of ~$270 billion. The...
Inflation Forces Working Class to Lose Everyday Essentials
5 Things The Working Class Can’t Afford Anymore Due To Inflation And The Cost Of Living Crises https://t.co/H9mtcUTN4g
From Mocked Pitch to Unstoppable IPO Success
Entrepreneurs: They'll laugh at your first pitch but they won't laugh at that damn IPO.
Sudan Ranks Second Most Miserable Due to Soaring Unemployment
In Hanke’s 2025 Annual Misery Index, Sudan ranks as the SECOND MOST MISERABLE country in the world. SKY-HIGH UNEMPLOYMENT = ECONOMIC MISERY. https://t.co/6zw2PMVR8o
Training Consultants Hurts Now, Fuels Long‑term Profitability
We invest an obscene amount of resources, time, energy into training our financial consultants. Ask any organisation, they will tell you that it does not make financial sense. Why? In the short term, profitability takes a hit. Because if I’m here...
Gain a Competitive Edge in the AI-Driven Marketplace
Finding your edge in a synthetic world by @Timothy_Hughes https://t.co/cNWvlII2QI @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #Marketing #Leadership #MarketingStrategy #ArtificialIntelligence https://t.co/ElCEOZaKjz
Football's Cost Surge Outpaces Revenue Growth
Football does not have a revenue earning problem, it has a cost control problem. Revenues in the Premier League have ⬆️by 3,233% since it started in 1992 but wage costs are up 4,429% and transfer purchases 4,138%. If you are...
New Book Maps Power, Money, Politics in Esports
Geopolitical Economy of Esports Book publication, 6th May Examines convergence of power, money, politics and business in this fast growing sector Sections: -General introduction -China -Saudi Arabia -Asia -Europe & rest of world https://t.co/ZEI85yArWJ https://t.co/54Uxrn38W6
Asia Reconsiders LNG, Turns to Renewables Amid Iran Conflict
Asia thinks twice about plans to embrace LNG as Iran war chokes supply 🇻🇳 Vietnam gas power project may switch to wind/solar +storage 🇹🇭 Thailand pushes for more renewables 🇨🇳 China wants to use more domestic fuel 🇲🇾 Malaysia aims to pump more gas...
Infrastructure Investment Fuels China’s Q1 Growth Amid Weak Consumption
1/3 NYT: "Strong investments in rail lines and other infrastructure offset weak consumer spending and a shrinking trade surplus as the Chinese economy continued to grow in the first three months of the year." This is exactly it. https://t.co/nM9A94Bq3q
Meta Halts Buybacks, $80B Idle for AI Chips
Meta’s quarterly buybacks in 2025: Q1: $13.4 billion Q2: $9.8 billion Q3: $3.2 billion Q4: Zero. $80 billion authorisation sitting unused. The money went to AI chips. April 29 earnings will tell us if it’s coming back. https://open.substack.com/pub/dralexkoh/p/meta-deep-dive-the-discount-nobodys?r=4zq7nk&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
AI Redefines Marketing Operations for 2026 and Beyond
The State of Marketing in AI-driven World @Adobe Strategic insights on how AI is reshaping marketing’s operating model in 2026 and beyond. https://t.co/YcO0tjxIMa https://t.co/SnJvySu4XL
Pakistan's Military Government Brokers Abroad, Begs at Home
#PakWatch🇵🇰: Pakistan’s military-led government plays global broker but can’t fix its own economy. Pak has a STUNNING 25 IMF bailouts since 1950. PAK ONLY KNOWS HOW TO DO ONE THING WELL = PASS THE BEGGING BOWL. https://t.co/UEnCmuPatw
China's Stagnant Imports Pose Bigger Trade Challenge than Exports
1/2 Soumaya Keynes notes that while China's surging exports may be a problem for many countries, they are the smaller problem. The bigger problem is that China's imports have barely grown at all. The more general point is that free trade...
Thyssenkrupp Q1 Net Loss Driven by Steel Restructuring
Thyssenkrupp posted a first-quarter net loss as Steel Europe restructuring costs and weak demand hit results. https://www.metalnomist.com/2026/04/thyssenkrupp-steel-restructuring.html
Jardine Matheson Poised to Dominate Hong Kong Grocery Market
Jardine Matheson is in talks to acquire CK Hutchison's supermarket business ParknShop and merge it with Wellcome. Competition in Hong Kong's grocery industry would go down significantly, with the combined entity controlling >50% of the market. https://t.co/4MD3n7ptN1
Underdog's Moneyball Strategy Shakes Celtic‑Rangers Dominance
Scottish football is facing its biggest upset in decades thanks to one team going full Moneyball against the big spending of Celtic and Rangers https://t.co/upq2qsXmsY
U.S. Inflation Stays Hot Despite Hormuz Shock
New at THE OVERSHOOT: "Look Through" the Hormuz Shock if You Want. U.S. Inflation is Still Running Hot. https://t.co/fwWOwt7491 Plus: explaining the CPI-PCE gap https://t.co/0DPKZoAo2y
Leiden University Seeks Postdoc for Population-Scale Network Science
🚨 Hiring Postdoc in Population-Scale Network Science Leiden University About this postdoc. In this postdoc position, the focus is on methods and algorithms for large-scale graph analytics, in particular network science approaches for analyzing longitudinal, population-scale relational data derived from administrative sources,... 📩