
Chart shows the shape and evolution of the yield curve (3-Month Treasury yields (blue) and 10-Year Treasury yields (red)) from Feb 2023 to Feb 2026. It's been a wild ride from the extreme inversion in 2023 to normalization beginning Q4 2025. Now it looks to be flattening out again. It is not yet a high-growth reacceleration regime.
My team just built a free tool you can use to see if an email exists or not: https://t.co/wcWB5zjuEp

New Wix partnership with Google -> Google Search, Maps, and AI mode can book services through Wix websites "Wix’s new partnership with Google will allow businesses using Wix Bookings to have their services, pricing, and real-time availability shown in Google Search,...
"How's cash looking?" If that question makes you nervous, you need this dashboard. Every finance leader gets asked this. Most scramble for the answer. Let me show you what I mean. Four KPIs at the top. Revenue, COGS, Opex, Ending Cash. Each one...
Vir climbs on Astellas deal, study results for ‘masked’ T cell engager https://t.co/336c9FJdjt by @Lilah_Alvarado $VIR + 27% $JANX $ALPMY
Everyone at 9pm: Watching Netflix. Ecom founders at 9pm: Setting up a new retargeting campaign for a winning ad. Different mindset. Different life.

Great story in the New York Times highlighting the difficulties that the US government has faced in getting the world's most profitable companies to take supply chain security seriously, and reduce their exposure to a crisis in the Taiwan straights 1/...
I continue to hear from companies and marketing teams that are reticent to lean in holistically on the AI opportunity. So here I've parsed the most common push-backs as well as how I respond to each. 1️⃣ “We don’t have...
2y auctions during roll week are usually more interesting esp when TU (ZT) roll is this nasty
Klaviyo cofounders Ed Hallen and Andrew Bialecki are donating $6 mil to MIT aimed at keeping more entrepreneurs in the Boston area instead of decamping to California. This is one of several great initiatives designed to make Boston a fertile...
Entrepreneurs take risks, build products, and commit full-time to a plan. Wantapreneurs talk, wait for perfect timing, and avoid risk. One ships before feeling ready and adapts after failure. The other stays in the idea phase with no product and no market proof. Which...
Good points from Thorsten Brenner -- The "car bosses" are tempted to use their Chinese factories to supply the European market. Deindustrializing Europe isn't their concern. European policy makers need a policy framework that makes this impossible...
Last week, I shared a chapter from my 2021 book Principles for Dealing with the Changing World Order that details the classic signs to watch for as the world geopolitical order breaks down in a classic progression of events that I call...
Threat groups move at record speeds, as AI helps scale attacks | Cybersecurity Dive https://t.co/frfbUAXzlI
“Markets are at a tactical–fundamental crossroads. Historically these conflicting signals precede >5% S&P 500 drawdowns. Pullbacks are opportunities to add thematic exposure. A clearer equity “index” upturn should follow once policy catalysts materialise lower mortgage rates via falling UST yields,...

How to create your own "mini" hedge fund with algorithmic trading and Python A thread 🧵
I’ve never seen more Junior VC talent leave VC for tech startups than right now. And it makes sense. 65% of VC investments never return 1x capital. The carry math is tough: GPs don’t see a dollar of carry until LPs get their...

How machine learning reframes KPI design: systems optimize relentlessly. So the real leadership question isn’t “Are we tracking performance?” It’s “Are we tracking the right signals?” https://t.co/FfVafJZaUk via @mitsmr #AI #MWC26 https://t.co/qKrkhqgMNN
There is no consumer AI wave without new monetization channels for consumer AI businesses. @koahlabs is AdSense for AI. In 13 months, they've processed 170M queries and 35M native ad impressions. @nicoleahjohnson led the seed last year and we've now invested again...
"AI makes real-time data table stakes. When an AI system is automating work flows, interacting directly with customers, and making decisions without a human in the loop, it just doesn't work if its running on stale data. It will give you...
AI is makes software cheaper to build, but not easier to distribute This is the core conflict for years to come
#NABE2026 Chicago Fed Pres Austan Goolsbee third day of policy meeting. More worried about the risks to inflation, especially the persistence of core service sector inflation, which shouldn’t be affected by tariffs. This is after stripping out shelter costs....
Experts don't get known for being good. They get known for the one idea they own. An ownable idea is an authority shortcut.
Your ad account looks fine: - ROAS is holding - CPMs are manageable - Conversions are flowing But your spreadsheet is screaming. As of February 2026, the average US tariff rate sits at 17% on all imports. For DTC brands...
Vic Keller on Warren Buffett and Berkshire Hathaway acquiring three of his companies, and what he looked at in his companies: "Mr. Buffett acquired businesses that I was fortunate enough to be part of founding. I don't think anybody sells a...
One store owner in @ecomfuel had 35 people on payroll. He made some hard calls. Hired a 3PL. Replaced most full-timers with freelancers. Today he has one employee and eight contractors. His profits have never been higher. And his management stress is...
Microshifting trend: 33% of managers have ‘covert’ #flexibleworking agreements with employees @HRZone https://t.co/t3F1l5DxkH #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Working on my self-eval. I know what I've done. My boss knows what I've done. If any manager doesn't know what their team's contributions have been over the past year, then they're a shit manager. I will forever be against...

Wow, a respondent to the Dallas Fed's Service Sector report said that the prices they're paying for memory chips have jumped 50% in the last two weeks https://t.co/RdULT0epp4
If you’re a cybersecurity leader in NYC, join me this Thursday for a roundtable dinner focusing on New Strategies to Protect Your Expanding Dataverse. Private dinner, peer conversation, no vendor pitch. These are the discussions where the real issues come...

Your targeting is personalized. Your copy is personalized. But your landing page is not. That’s why you’re not closing the deals you want. If this is you, you need @tryflint. It’s a platform built for marketers to create tailored pages for...

What if we systematically misjudge how much to share? A great new book by @proflesliejohn, titled "Revealing" unpacks the science behind that question — and what to do about it. Get it here: https://t.co/VzTPq1dtdj https://t.co/T9BNPA9Vre

S&P 500 Industrials’ forward P/E, at 26.5X, matches sector P/E in 2021, when earnings were impaired by the pandemic, and at 1.24X the index, is higher than at any point in the last 30 years. EV/Forward EBITDA, Price-to-Sales and Price-to-Book...
Do you really need those extra tools like SuccessFactors or Ariba? Often, the core functionality of S/4HANA might be enough. For sales reps, consider if your purchasing and HR processes are complex enough to warrant these add-ons. #SAP #ERP #BusinessTech...

Americans 55 & older now control: 45% of consumer spending 74% of the wealth What does this mean for the next generation, the housing market or the stock market? Some thoughts: https://t.co/tnQSK0khDB https://t.co/7BBPkFGnml
“The goal is to keep the USD as the world's transaction rail without agreeing to absorb unlimited foreign savings into USTs” Exactly. Separating from China & re-shoring requires redirecting Chinese surpluses into a neutral reserve asset (gold)…and that requires 5-figure...

US Federal Budget Deficit as a % of GDP... 1950s: -0.4% 1960s: -0.7% 1970s: -1.9% 1980s: -3.8% 1990s: -2.1% 2000s: -2.3% 2010s: -4.8% 2020s: -8.3% https://t.co/W7GwqCkcBx

Distraction is rarely dramatic. It’s small, constant, and expensive. Learn how to structure your week so your attention stays where it matters most. Not reactive. Not scattered. Intentional. Secure your place and enrol now. https://t.co/E53E31bsZG https://t.co/6wFxt0eCHi
Nearly 300 entities linked to Russian energy and military production have been added to the UK’s sanctions lists, including a network of oil traders whose vast reach was identified by the FT as the result of an IT blunder. https://t.co/Bky4oWVd2S
For years, I've been the guy in the room saying CRM alone is a horrible way to run a revenue org — and people looked at me like I had two heads. Pretending that CRM is to "better understand our...
Yesterday, Ukraine turned on Slovakia and Hungary. Ukrainian operatives blew up the main node of the Druzhba oil pipeline that supplies 100% of Slovakia's oil and 86% of Hungary's oil. UKRAINE = TURNS ON TWO MEMBERS IN NATO. https://t.co/ItvWWCVJb5
The largest multi state cannabis companies have announced meaningful refinancings (with relatively good terms - interest rates and maturities) over the last two weeks - presaging, in our view, a much anticipated and favorable rescheduling decision by the Administration. The "refinancing...
For @stripe's 2025 annual letter released today, we dug into a ton of macro data. One pattern jumps out: the economy is sorting winners and losers faster than before. As @collision put it—”the sorting machine is whirring faster”. /1
I've watched so many user researchers try to win over business analysts by talking about understanding users, empathy, better experiences. And I've watched those same BAs completely ignore them. Because BAs fundamentally don't care about users. At least not in the...

A year ago, 1 out of every 3 jobs had at least 25% of their job showing up in Claude conversations … now it’s 1 out of 2 jobs. https://t.co/uqD3SD1cqQ
On a previous #TeawithGaryVee I was asked how someone could take advantage of the opportunity presented by live shopping on platforms like WhatNot, since India is "not in yet" If you have a question for me, drop it here https://t.co/QjOodl7fTy so...

AI will unleash the most vibrant new market there could be. Cognition becoming cheap means we will do more with less, emphasis on doing more. https://t.co/jGKgs06jTi

I hadn't realized that $OWL came public via SPAC. It's now right back to its original price. Turns out it was all priced in. EMH undefeated https://t.co/Q6eyG9hYLM
General rule of thumb: if there is a popular SEO/GEO tool out there that promises a big surge in traffic, it 99% won't last forever and will probably crash within a few months.

If I had zero customers and just signed up for RB2B, this is exactly how I'd get to 100 in 90 days: https://t.co/2a10Hfmnj0