
Today, the US announced a plan to sell Venezuelan oil to India. Note who’s selling Venezuela’s oil to India. It’s Uncle Sam. AMAZING. https://t.co/SLitquccox

JPMORGAN: “.. many trade deals negotiated to date have relied on IEEPA tariffs and have not yet been formalized as trade agreements. With the legal basis for these tariffs now invalidated, the fate of these deals is in question. These...
China’s economy has held up remarkably well against shocks like U.S. tariffs but continued resilience will need consumption to drive growth, rather than external demand, according to a report by the International Monetary Fund. @Tracyyyqu https://t.co/7pUUCZaEr2
A seller with no succession plan Is the most motivated counterparty in any negotiation on earth

In a new interview with Variety, new minted Microsoft gaming CEO Asha Sharma says she has "no tolerance for bad AI.” “AI has long been part of gaming and will continue to be, but great stories are created by humans.” https://t.co/ETLocbkujP
SAP marketing pitches RISE as the safest S/4HANA path, but IT teams might disagree. This isn't a technical choice, it's a business one. Let's cut through the marketing and find the right S/4HANA migration strategy for YOUR business. #SAP #S4HANA...
Anderson Cooper, Stephen Colbert and Sean Strickland Draw Scrutiny to Paramount While Bid for Warner Plays Out https://t.co/ou55mmDguf via @variety
Slow decision-making is the primary reason digital transformation initiatives stall. Delays happen when assumptions of quick decisions don't match reality, often a symptom of excessive consensus-based leadership. #DecisionMaking #DigitalTransformation #Leadership https://t.co/3e5ADMz5P3
Using Microsoft's ecosystem for technology needs offers convenience and a one-stop shop. However, it creates vendor lock-in, making it challenging to switch platforms later if needed. #TechChoices #VendorLockIn https://t.co/cE6jSipywj
Internal IT loves single ERPs for ease & scalability. But operations need flexibility for their unique 'secret sauce'. This conflict stalls projects. Alignment is key for success. #ERP #BusinessStrategy https://t.co/clOwOVSiuS
My take on the US dollar: "The DOLLAR IS KING, and it's going to REMAIN KING. It's hard to knock a king off his throne." https://t.co/txOJ9KZ8Qw

SCOTUS just ruled Trump can’t use emergency powers to impose sweeping tariffs. Why? The Constitution gives tariff power to Congress, and IEEPA never authorized a president to tax imports. The Court rejected the power grab and the economic overreach. It’s...
What is AI literacy? "AI literacy requires a dual focus on AI. What KPIs should teams experimenting with AI focus on that deliver ROI, and whats the longer-term AI vision?" #AI #CHRO #CIO https://t.co/aiB5P99ido

Since our bullish call on Korea last August… EWY +99.27% SPY +7.78% Money counting time. https://t.co/EKTw9HANNh

Trump's tariffs COST US BUSINESSES BILLIONS. Fortunately, today, the US Supreme Court struck down Trump’s tariffs. But that won’t be the last act in the TARIFF TRAGEDY. https://t.co/BaPcQ0duJJ

In my weekly markets video for clients, I highlighted how investors have gone from “7 to Staples”. Usually, growing macro risks lead to Staples leadership. This time macro isn’t the issue, but it could be due to Mag 7’s idiosyncratic...
The biggest barrier to digital success is rarely technological or budget. It is leadership’s willingness to embrace change and take risks. Watch the full episode now: https://t.co/BQNDlxuwMR https://t.co/rgqIU4dXx1
You make software for person P. They have a boss Q. Or better, their C_O. If Q wants your product, P gets to buy it. So, can you make a report or daily/weekly email or etc. that Q wants? Do it during the trial,...

Argentina’s inflation comes in at a RED HOT 32.4%/yr. NO SURPRISE. AR’s money supply (M3) is growing at 38.7%/yr. That's WELL ABOVE Hanke's Golden Growth Rate of 9.8%/yr, a rate consistent with hitting its 5%/yr inflation target. INFLATION = PRES. MILEI'S ACHILLES HEEL....

A couple of points on Section 122 tariffs -- as they seem to be coming quickly 1/ https://t.co/s9LF3ZMZ1q

This illustrates the problems with the IMF's 2025 external sector report -- for one, it uses the 2024 current account surplus as its measure, and a lot has changed since then ... 1/2 https://t.co/uBaXFvSXhW
The Bank of Montreal has followed my lead. It just UPGRADED its gold price forecast to $6,500/oz by year's end. I predict the GOLD BULL will PEAK at $6,000-$7,000/oz. BUY GOLD, WEAR DIAMONDS. https://t.co/69wgiprOrt

Sad to watch so many analysts and economists argue that it is a "win" to allow China to continue to deploy surpluses earned from making a significant % of the US military for us 👇into US equity stakes which China...
Canadian officials had told me they were concerned a SCOTUS loss might enable Trump to impose harsher tariffs on Canada, which currently has the lowest effective tariff rate together w Mexico. Whether they told the Trump Admin this, as the president...

42% of enterprise AI projects fail. The culprit? Data readiness (or lack thereof) @PureStorage @PureStorageUK #ArtificialIntelligence #Innovation #Technology #Tech #TechNews https://t.co/fgDiy1Ew0X

$2 trillion in forced liquidation blamed on chinese traders, margin hikes & Warsh pick, silver is 33 cents away from completing its 10th consecutive monthly candle (if it were monthend) #forex #XAUUSD #XAGUSD https://t.co/SOjpd04sAO

This headline today reads shocking, but will soon enough be a nothingburger: When AI generates most code and more config files as well, most outages caused will be *technically* done by AI. In reality they happen thanks to inadequate verification/monitoring/rollback...

Read a first note from @asha_shar the new CEO of Microsoft Gaming: Dear team, Today I begin my role as CEO of Microsoft Gaming. I feel two things at once: humility and urgency. Humility because this team has built something extraordinary over decades. Urgency because...
Even though I’m a full-time entrepreneur now, I’m still what I call a 9-5 evangelist. I believe in keeping your 9-5 as long as possible before leaping full-time in your biz, as long as it’s not a detriment to your...

Xbox’s Matt Booty Matt will become Executive Vice President and Chief Content Officer, reporting to Asha, CEO Microsoft Gaming https://t.co/HI9rkd4LEH
The State of TA 2026 As the talent acquisition landscape continues to evolve, your perspective plays a key role in shaping what comes next. By taking part in this survey, you’ll have the option to opt in for first access to the...
Founders: Opportunity disqualification framework: 🚩 Can't articulate specific pain costs 🚩 Gatekeepers blocking access to decision-makers 🚩 No comparable solution investments 🚩 Absence of compelling events 🚩 Refuses to discuss financial constraints Two or more? Remove from your forecast.
T-minus 5 days until $NVDA reports. I expect guidance to come in ahead of expectations for CY26. That said, the real question is: what about 2027? My take: Growth in CY27 will be closer to 40% vs. the Street at...
Creator of Claude Code Boris Cherny on where Claude Code is going next: 1. Coming up with product/feature ideas 2. Taking on work adjacent to engineering
I'm going on the WORLD TOUR 🌍 I've spent the last few months building marketing skills for Claude Code — automating the work I've done with 60+ startups over the last two and a half years. The repo has over 8,400+ stars...
A reason to ship in 1 month instead of 6 is to incorporate feedback. Another is that a 6-month codebase will be a lot hard to to change than a 1-month. You could even still start from scratch. At the beginning, anything...
Deposits are US banks’ primary funding source; they are typically cheap, abundant, and slow to reprice. Many households keep substantial balances in bank accounts that pay little or no interest. https://t.co/jTcFqJyFST
All OECD countries other than Israel now have a total fertility rate below 2 https://t.co/jvolvyD3YP
The European Commission has launched another attempt to reform capital markets, rebranded as the ‘Savings and Investment Union’. https://t.co/UQ2DvCgG3f
2025 saw a modest recovery of venture capital investment in Europe after three years of decline, with a total of €66.2 billion deployed. Even so, this was only 22% of the amount invested in the US, despite the two economies...
4 years stuck at $2.5M ARR. I had no idea if this was my retirement plan or the thing that broke me. Then I built a $7.3M ARR company in 18 months with 3 employees and zero funding. The weapon turned out to...
Hustle culture can lead to burnout and reduced productivity. Working smarter, not harder, and prioritizing mental health and well-being often lead to better results in the long run. 💡
Started writing: Building Theanna Will be dropping all the details of running a business including NUMBERS. I’m not just telling stories, I’m going to write about tests I’ve run, money spent, money lost, conversion metrics, churn, MRR growth everything. I always wanted...
It's remarkable how often the real problem is not what happened, but how it was communicated.
My take on the closure of the Strait of Hormuz: “The Iranians recently shot a warning shot across the bow. They indicated that they can shut the straits down and cut the world off from 20% of its supply.” https://t.co/sbb1tuQO4T
President Donald Trump said he would impose a 10 per cent “global tariff” above existing US levies, using section 122 of the Trade Act of 1974 which allows the president to set import restrictions temporarily for up to six months. https://t.co/CX64ipBtzT

U.S./Iran: Oil Prices and the War Risk Premium Oil traders currently assign a low probability to a war between the United States and Iran that results in significant and sustained disruption to exports from Iran and other countries in the Persian...
Thinking a bunch about frontier AI labs and what a new kind of lab might look like.
AI Made Your Behavioral Questions Useless Every candidate you’re interviewing has been coached by AI — and your behavioral questions can’t screen for that anymore. The shift the best hiring teams are making: ditch ‘tell me about a time’ and replace it...

US GDP growth SLOWED to a MISERABLE 1.4% in Q4 2025. Forget the AI, Silicon Valley, and Trump hype on the economy. The US economy grew at 2.2% for 2025 -- down from 2.8% in 2024. SPINMEISTER TRUMP HAS A LITTLE PROBLEM...