K‑Shape: Assets Rise, Prices Fall, Winners vs Losers
The K-Shaped Experience Asset inflation on the arm. Price inflation on the leg. One is either a beneficiary or a victim.
Switch to Podcasting for Massive Growth and Ownership
You lose nothing... because no one is watching late-night TV anymore. @StephenAtHome will instantly have a top 100 podcast and get 5-10x the viewership -- if he has the guts to do it he will also own 100% of his...
Big Ten FY25 Tax Filing Highlights and FY26 Outlook
Our deep dive into the Big ten's tax filings for FY25: - the SEC distribution comps - the West Coast impact - the Ore/UW half-share squeeze - what's coming in FY26 (link below)
7 Warning Signs Your A‑Player Is About to Quit
Losing an A-Player sucks. I lost an A-player once and I didn’t even see it coming. Never let that happen to you. Here are 7 signs your top performer could be on the move: 1. Communication Dips 2. Routine Slips 3. Overly Agreeable 4. Conflict Aversion 5....
Cross‑functional Teams and On‑site ERP Support Restore Production
After a botched rollout, they deployed cross-functional teams and interim workarounds to stabilize systems and restore production throughput. Increased on-site ERP support and prioritized scheduling to overcome bottlenecks. #ERP #Recovery #Tech https://t.co/jlxUXLs005
Start Small, Personalize Fast, Empower Others to Build
Some cool lessons learned from Stripe in this podcast in the @lennysan network. ✅ Don't engineer the platform right away. You can start with what you have around ✅ Quickly personalize with your context ✅ Let more people build to unblock themselves https://t.co/ful1vfbMFG
Accountability Means Understanding, Not Micromanaging—Evolve with Digital Twin
Holding people accountable means understanding them and their circumstances well enough to assess whether they can and should do some things differently, getting in sync with them about that, and, if they can't adequately do what is required, removing them...
Creditor Conflict Shifts: From Companies to Private Co‑Ops
Evolution of creditor warfare: 10 years ago: creditors vs company 5 years ago: creditor vs creditor via doc changes (drop-downs, priming) Today: creditor vs creditor via private co-op Preview of the software maturity wall https://www.junkbondinvestor.com/p/credit-weekly-the-co-op-is-the-trade
War‑Driven Fuel Surge Pushes US Airline Fares Up 24%
Thanks to US-Israeli war on Iran, jet fuel prices have more than doubled. Domestic US fares have SOARED by 24%, and international fares have SURGED 50% since Jan. 5. AIRLINE PASSENGERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/aeXlO0ZxmJ
Moulin's Credentials Meet, but Gender Diversity Remains Missing
Emmanuel Moulin has the credentials and the experience to be appointed Governor of the Banque de France. He’s also: - part of Macron’s inner circle of loyalists - not a woman
Build an Awards Page to Boost AI Recommendations
We’ve found one of the quickest ways to get more AI and ChatGPT recommendations for your business is by creating a robust “Awards and Recognition “ page of your website. How do you do it correctly? Just check out this...
Trump’s Project Freedom Risks Bypassing Iran’s Strait
VIDEO COLUMN: Can President Trump’s new ‘Project Freedom’ unblock the Strait of Hormuz? I take a look at his high-risk, high-reward shipping plan, trying to circumvent Iran’s grip on the crucial waterway. @Opinion https://t.co/u6if9l4171
G7 Plans Permanent Body to Steer Critical Minerals Agenda
Exclusive: G7 in talks to set up permanent unit to oversee critical minerals agenda https://t.co/wXp74jX9mG
Particle News Revives Brand Tracking via Claude Integration
Back in the early days of the @SlackAPI, one of the most popular in the directory was the Twitter app. Companies used it to track mentions of their brand, competitors, support requests, and more. The Twitter API may be mostly...
Former Tyson CEO Donnie Smith Discusses Leadership Insights
Last week, Donnie Smith, former CEO of Tyson Foods, joined us for a Dean’s Dialogue. Watch the full conversation. ⬇️ https://t.co/7XdQomPD9c
NFL Schedule Release Still Unclear Ahead of Ad Upfronts
NFL Schedule Release Timing Remains a Mystery as Ad Upfronts Loom 🏈https://t.co/3i5r0reWB6 via @sportico @crupicrupicrupi
China’s New Law Forces Firms to Defy US Sanctions
My take in @FortuneMagazine on China BUCKING US sanctions: "This is a move with teeth. Until last weekend, Beijing’s statutes were a paper tiger. With the issuance of Announcement No. 21, that changed, when Chinese were ordered to ignore US sanctions." https://t.co/EvWcJGEjHO
Inclusion in Decision-Making Outweighs the Decision Itself
"What we choose matters, but how we choose matters more. Because in the end, people might forget the specifics of a decision, but they rarely forget how they were included, or excluded, in the process." Great Ideas Often Fail Without Great Conversations...
Fed Rate Cut Near S&P Peak Predicts Future Decline
In December, the Fed cut rates within 2% of an all-time high for the S&P 500. We shared this table back then and noted that stocks had never been lower a year later. https://t.co/ujCQTFGTz6
Hermes Now Creates Videos with Hyperframes Automation
Awesome, Hermes now can make videos. Install hyperframes. Your agent writes the HTML, renders the MP4, ships the file. That's the whole loop.
Endowments Boost Private Market Allocation by 22.4%
Over the past 20 years, large endowments have upped their VC/PE/PC allocation by 22.4 percentage points Mainly at the expense of public equity and fixed income... via @neubergerberman https://t.co/hR6yaFPBn7
Rising Gas Prices Spark Imminent Food Inflation Wave
This is a concerning chart but grounded in reality. The surge in gasoline prices is likely leading commodity grains. The next wave of food inflation is already here. https://t.co/jC5yXTTjzf https://t.co/ZOCR2jO7nt
Founder-Led Sales Drive $800K in Six Months
New wildly successful Founder Led Sales Factory graduate. $0 -> $800k in six months and now hiring AEs. Founders *can* sell.
Being First May Hurt More Than Help
Being “first to market” means making far more mistakes, and making them in public. New entrants can learn from those mistakes, and get there faster and better. Maybe being “first” is a hinderance, not an advantage. https://t.co/zEfthVpcCs
Public Speaking: Low‑Cost Powerhouse for Customer Growth
One of the best ways to promote your product or service and expand your customer base is also one of the cheapest. Interested? It's public speaking. I know this from firsthand experience. #publicspeakingtips #frippvt #virtualtraining
AI Teammates Boost Sales Performance Instantly
Why Your Sales Team Should Be Using AI Teammates Right Now by @Timothy_Hughes https://t.co/DzYTRvvqtK via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #MarketingSuccess #MarketingStrategy #ArtificialIntelligence #Innovation #Technology #TechNews
Villeroy Says ECB Lacks Data for Rate Hike
ECB doesn’t see enough yet to warrant a rate hike, says Villeroy (who won’t be in office anymore when the ECN next sets rates) https://t.co/jwn0TZ30hT via @WHorobin https://t.co/bqeIXgSyEL
EU Urges US to Approve Trade Deal by July
EU tells the US their trade deal should be adopted by July deadline https://t.co/6LX1rp3ffM via @europressos https://t.co/CtRqmdTSJI
UN Considers Hormuz Sanctions Amid US Push for Forceful Resolution
U.N. Weighs Hormuz Sanctions as U.S. Pushes Resolution That Could Open Door to Force https://t.co/CT043TrOfi
Top Private‑market Secondaries Now Command Premium over Primaries
A wild dynamic in private markets right now: For top businesses, secondaries are trading at a premium to primary rounds Historically, secondaries were common shares, which traded at a 10%-20% discount But it's completely flipped for top businesses that people want to own
Iran Launches Strait Authority, Threatens $90B Fees
Iran does not care about any UN reg. They will do what they want with the Strait. They may be looking at $90bil in fees. What will Trump do?
CEOs Tighten Ops While Tech and Marketing Thrive
Native Mode CEOs tech teams and marketing seem to be on point. They are having to push hard on ops: HR - Wider pay bands, narrower promotion criteria. CFO - Bigger token budget, smaller planning cycle IT - More legible, less budget
Missouri Rejects Proposed 34% Sports Betting Tax
NEW: Missouri cuts sports betting tax increase proposal from gaming bill; would have raised rate from 10% to 34% GGR, which would be among nation's highest; lawmakers said state needs more time to evaluate sports betting, which launched Dec '25,...
Free Benchmark Report Reveals SMS & Email Performance Trends
Zeta Global’s latest Marketing Benchmark report shares aggregated data on the performance of SMS and email marketing campaigns, along with expert commentary on industry and channel news. Free, no-form download > https://t.co/KX6zwD49rb #digitalmarketing https://t.co/2KoYvadftG
2026 US Goods Trade Balance Mirrors 2024, Not 2025
New data from the Census today show that, adjusted for inflation, the 2026 US goods trade balance is essentially unchanged vs the same period in 2024. (2025 is wildly distorted bc of an import surge due to tariff front-running.) https://t.co/f779W6FJZL https://t.co/eTPHLFMM9T
Market Bubble Likely to Burst with Policy Tightening
My take on @soarfinancial on the STOCK MARKET BUBBLE: "The market is in BUBBLE TERRITORY so it's vulnerable for a TAKEDOWN... The only thing we know with some certainty is that when the popping occurs, it usually is associated with central...
Automate Your Tuesday Tasks in Five Minutes
Taco Tuesday energy but make it: automate the thing you do manually every Tuesday. What’s one task you keep doing by hand that a script could handle in 5 minutes?”
Jay Kreps Traces Kafka’s Birth and Confluent Foundations
During @IBM Think day 1, keynote 3, @confluentinc and @apachekafka co-founder Jay Kreps explains how Kafka came about and how it became basis of Confluent. #Kafka #IBMThink #Think #Think2026 @robdthomas @ArvindKrishna @furrier @dvellante @dhinchcliffe @holgermu https://t.co/cb9TDjuQG2
Missouri's First Four Months Yield $1.5B Sports Betting
Missouri accepted more than 63 million individual bets, generating $1.5 billion in legal sports betting handle, in the state's first four months with regulated sportsbooks
Don’t Let Money and Fame Replace Your True Purpose
This is the biggest mistake I've seen great people make -- they get on a path to do great things, then the means (building a big company, making $$$) becomes the new ends, and people get lost in the dollars...
United's Customer‑Centric Strategy Beats Spirit's Model
Spirit Airlines just died. @united is thriving. My latest @ForbesCMO piece shows the contrast in strategies, the initiatives from United's CEO Scott Kirby, and the importance of customer experience. https://t.co/cIzKUQzRt3
Kim Lomis Named CEO of Macy Foundation
Thrilled @KimLomisMD is the new CEO of @macyfoundation–which focuses on health profession education (I'm on the board). Kim has had an extraordinary career as a surgeon, educator, & leader @VanderbiltU and @AmerMedicalAssn, & has a great vision for Macy at...
IBM Unveils Integrated AI Operating Model for Enterprises
"🔵 IBM Think 2026 sees @RobDThomas unveil the @IBM marketecture for the new AI Operating Model — Intelligence, Action, Trust, and Operations working together as one. Enterprises aren't just deploying more AI models... they're redesigning how their entire business runs....
Only Adaptable, Hands‑on Leaders Survive in Agent-Driven Work
Strong agree -- "The two types of people that will not survive are pure people managers, and people that are rigid and don't want to change and evolve." A ton of managers couldn't do the work of their direct reports and...
HR's Buzzword Hunt Leaves Great Resumes Unnoticed
The HR Lady after Ctrl+F'ing your resume for her favorite buzzwords and getting zero results
CFOs Must Revise Chart of Accounts for AI
CFOs...I know we don't want to add more general ledger accounts, but our COA must change with AI. This is for both internal AI productivity and AI delivered through our products. I was on a panel at Sage Future last...
Structured Habits Turn Overwhelm Into Clear Progress
Brain dump removes overwhelm Prioritization creates clarity Time blocking forces execution Weekly review turns effort into progress
Grow Faster by Doing Less; Stop Being the Bottleneck
Want to grow faster? Start doing less. You started your business KNOWING you could make a difference. And for a while, hustle got you here… The late nights. The 80-hour weeks. The weight of knowing it’s all on you. But here's what I...
Spanx Loan Devaluation Signals Trouble for Blackstone Stake
It appears that shapewear company Spanx is now in distress, as its private credit loan was just marked down to 70 cents on the dollar. As a reminder, Blackstone acquired a majority stake in the company in 2021 at a...
ElevenLabs' Hybrid GTM and Voice Focus Fuels $1B ARR
ElevenLabs is projecting $1b ARR. Too small. I bet $3b or more: ... one of the most misunderstood AI startups It gets negative here on linkedin: Its just a voice API They're just an OpenAI wrapper It'll commoditize How can...