Politics aside, Venezuela has been an enormous geopolitical victory for the US that is probably understated and not well understood by most.
Nvidia reportedly invested $30B in OpenAI, its own major customer. The chip maker powering AI now has equity in the models running on it. When hardware becomes equity, your AI vendor list has a silent shareholder at the table. Source: https://t.co/KNtNLIRTOQ

1. Chart in original post shows the weaker USD (DXY) gets, the more flows will move into USD assets...& DXY had biggest drop in 52 yrs in 1H25👇 2. So as long as DXY keeps falling 10-15%/yr, foreign** inflows will grow **37%...
A tariff “refund” mostly goes to whoever wrote the tariff check: the importer of record. That’s not the same person who paid more at the register. So refunds -- if they're offered -- might sound like consumer relief, but in...
The latest LEI chartbook is up, and it's looking pretty good, if you believe this kind of indicator that is -> https://t.co/jA0iOD7MzE
One of my most important messages about high skilled immigration is that you have to do the policy right. And to do that, you have to accurately understand the economics of high skilled immigration and the practical realities and mechanism...
Nvidia CEO defines what it means to be smart and importance of seeing around corners https://t.co/isVrlJtjUp

If you thought Trump would stop throwing around tariffs right, left, and centre after Friday’s ruling, think twice… I still think the impact is blown out of proportion by the media, but it does affect economic sentiment due to the lack...
He crossed out “elderly” and wrote “Black.” Robert Johnson took a $15,000 loan, pitched John Malone for 30 minutes, and built BET into the first Black-owned company on the NYSE. He sold it for $3B, became the first Black billionaire,...
Under the 2015 Iran nuclear deal, Iran ordered 110 Boeing jets — 80 for Iran Air (77W, 777-9, 737 MAX) & 30 737 MAX for Aseman signed in 2016–17…deal value $20 billion at list prices After Trump admin withdrew Iran deal...

As Russia and Japan arm wrestle over the Kuril Islands, Russia’s economy outpaces Japan. https://t.co/Y7wv29WjpH

Greg Isenberg thinks 2026 is about to create 10x the number of entrepreneurs. Massive SaaS layoff wave, everyone starts building. He's probably right, but most of these new founders are going to make the same mistake I made for 4 years... They're...
Why future-fit #HR means owning the system of work @TPShub https://t.co/Grx3J5T6uY #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
Trump raises his global tariff from 10% to 15%. All in one day. His geopolitics and geoeconomics. Is this it? Or will he do more that affects trade, supply chains, and logistics?

January Natural Gas vs. Lower Energy, Rates Goals - The January natural gas future (Jan27) is typically the tip of the price curve and will be tops in relevance around the US midterms, with a potential downward bias. Preexisting trends...
For what its worth, the reason the term “Global Reserve Asset” has gained traction over last 5 yrs is bc those who previously said USD would lose “Global Reserve Currency” status had to pivot after getting everything they ever dreamed...

High performers don’t chase tasks. They protect time. The Ultimate Productivity Workshop is for professionals who value clarity, calm systems, and sustainable performance. Two live sessions. Lifetime recordings. Real implementation. March 8th & 15th, 2026. Choose your package and register today. https://t.co/4NwuduVRgA
AI doesn’t need to be sexy to move the needle. In Ep. 233 of The SaaS CFO Podcast, Luca Cartechini explains how AI is boosting support, dev productivity, and margins—without raising prices. Watch here: https://t.co/CvZiAzWspt #SaaS #AI https://t.co/DhDtGPTj5z
Your problem isn’t lack of ideas. It’s lack of attention. Nobody discovers silent builders. How are you getting users right now?

In my interview with @WSJ, I spoke about Europe’s economy, the importance of central bank independence, AI and more. Read my interview https://t.co/LEbflpU9tB https://t.co/KlfELnA179
I started Twitter in 2021 as JavaScript content creator. Grew to 20k followers Launched an MVP SaaS end 2021 hivoe.com $3k MRR in 12 months Launched another SaaS inboxs.io $1k MRR in 8 months Elon changed API pricing to $42k/month - I had to sell...
Global economies. Trade. Supply chains. Logistics. Was Trump’s action to the Supreme Court striking down his tariffs it? Or will there be more?
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...
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
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
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 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/capita is one of the worst metrics to gauge actually important things about people's lives. There, I said it.
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
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...
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...
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...
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
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...
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
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
Our job is to identify leading sectors and industries early, find a low risk entry and let the market do the rest. 📈
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...

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 is a drug. Once you feel a truly focused, high-output day, you’ll want another. And another. And another.

Oh boy. “DOLLAR in DECLINE” “The U.S. currency has lost its dominance. What investors should do now.”
⚠️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
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% 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
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...

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…...

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...

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.
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...
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