Fed's Inflation Metrics Remain Elevated, Trending Upward
The Fed's inflation gauges were still elevated before the Hormuz closure...and headed in the wrong direction. Oof https://t.co/nry4KuPH5o
AI Success Depends on Operating Model, Not Just Technology
One thing I keep coming back to is that AI is less of a technology decision and more of an operating model decision. The companies that get this right are thinking about ownership, workflows, and accountability, not just which models...
5‑Year Yields Rich Amid Front‑End
After a spirited front-end rally, 5s looking rich on the curve as intermediate-term slowdown bets dominate. Unfortunately, other tenors have their own issues. Fiscal concerns make the long end unattractive before May refunding and 2s have a here...
SaaS Is Becoming a Family‑run Legacy Business
I just realized that we are probably in the decade when the first meaningful number of long-term SaaS founders will turn their profitable businesses over to their children. It's pretty weird to think of SaaS as a family business. I...
IMF Delays Full WEO Release, Downgrades Middle East Outlook
Apparently the IMF won't release its full WEO compiled report for the April 2026 update until Apr 30th. That said, we can look at the projections table and compare to the January update. A very tame adjustment - outside of...
Private Sector Adds 39,250 Jobs Weekly, Fourth Improvement
"For the four weeks ending March 28, 2026, U.S. private employers added an average of 39,250 jobs a week. It was the fourth straight week of improvement in hiring." - ADP https://t.co/LwfUv8Spdc
Validate with Conversations Before Writing Any Code
First startup: 3 years of building things nobody wanted. Second startup: refused to write a single line of code until 15-20 conversations proved the idea was worth building. https://t.co/KFZEp3I3OB
E‑commerce Brands Test only Subject Lines—Miss Five Steps
Most ecom brands A/B test subject lines and stop there. That's step one out of six. Here's the full priority list: https://t.co/JdpTVaeubz
Dollarizing Boosts Growth; Argentina Should Follow Suit
Ecuador and Montenegro both dumped their local currencies and “dollarized.” Stability and growth followed. Meanwhile, Argentina is plagued with the peso and lags behind. IT'S TIME FOR ARGENTINA TO DITCH THE PESO AND DOLLARIZE. https://t.co/KWvfRtgqwr
AI Neutralizes SEO Tricks, only Deserving Brands Rank
The main difference between SEO vs GEO is that you can't really bulldoze your way into getting brand recommendations for something you don't deserve. For example, "best insider threat management" There is a company named Exabeam doing a self-promotional list page...
Cut Budget, Boost Pipeline: Focus High-Intent Yields 119% Target
Budget cut 20%. Pipeline still exceeded target. What we did: • stopped funding low-impact campaigns • reallocated to high-intent • refreshed top content instead of adding more Results: • MQLs at 72% • pipeline at 119% Less volume. More revenue. https://t.co/zwh1WOxnj5
Geopolitical Risk Revives, Sparking Rapid Market Shifts
US-Iran peace talks collapsed over the weekend. Markets repriced oil, gold, and risk assets instantly. Geopolitical risk premiums aren't dead — they're just dormant between headlines. When they wake up, they move fast. $WTI $GLD $SPY — all in play. https://t.co/oTOb2cKuEy
Enterprise Trends: Claude Myth, Neurodiv
Enterprise hits and misses - #Claude Mythos needs a reality check, neurodiverse workplaces aren't there yet, and event season rolls on https://t.co/AfC6zVQQCx by @jonerp. #EnSw #HRTech
City Grocery Store to Offer Union Jobs in 3.5 Years
don't worry, in 3.5 years, we will have some union jobs in our city-run grocery store
IMF Warns Iran Conflict Could Spark Fifth Global Recession
the imf's worst case scenario for the iran war: oil at $110 this year, $125 next year. inflation hitting 6%. global growth falling below 2%. that would be a global recession — the fifth since 1980.
Small Firms Lack Staff for Group Health Coverage
"Health insurance is another major issue facing my business. Our problem is not enough employees to get a group policy." via @NFIB https://t.co/EtvPFgPtDa
Freight Data Shows Industrial Demand Rising Despite Oil Shock
Ignore the noise and focus on the signal. This is a great economy for goods consumption and we are finally starting to see industrial demand strengthen. If the oil shock were going to impact goods demand, it would have shown...
US PPI Hits 4%—Inflation Persists Despite Fed Easing
March’s US Producer Price Index (PPI) remains ELEVATED at 4.0%/yr—its highest reading since February 2023. As the Fed pivots away from quantitative tightening to quantitative easing, it's having trouble putting the INFLATION GENIE BACK IN THE BOTTLE. https://t.co/DCJ60m5pJO
Oil Shock Fleeting, Fed Should Ignore; Egg Prices Fundamentally Falling
An oil-price shock is “temporary” and the Fed should look through it. But egg price deflation is fundamental.
Measuring How Long Competitive Advantages Last
We have a new report out today on the concept of "competitive advantage period." A company’s anticipated value creation is measured by how much its return on invested capital (ROIC) exceeds its cost of capital as well as how long...
Lagarde Applauds Hungary's New Leader for Euro Entry Plan
Lagarde welcomes the new Hungarian leader’s plan to join the euro https://t.co/ccZ5XwRv1A via @flacqua @NickHeubeck @weberalexander https://t.co/6Ic3jaRRx6
Hire Passion: Spot Candidates Who Want Your Company
The Best Hires… Are Passionate About Working For Your Company (Checklist for spotting passionate candidates) @DrJohnSullivan https://t.co/b27GGnddsF #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Let New Chairman Warsh Guide the Next Cycle
“We should wait for the new chairman, Warsh, and let him lead the next cycle” https://t.co/oUzwu2fhxd
TownCentreCapital Offers All‑Cash, 45‑Day Strip Center Acquisitions
Dear Retail Brokers: I'm reaching out because we're actively acquiring strip centers and wanted to be on your radar in case any of your retail landlord clients are considering a sale. We've purchased 40+ strip centers so far and are continuing to...
Self‑Correcting Cycles Drive Markets, Economies, and Nations
This evolutionary cycle is not just for people but for countries, companies, economies—for everything. And it is naturally self-correcting as a whole, though not necessarily for its parts. For example, if there is too much supply and waste in a...
Due Diligence Saved Us: Globalstar Went Bankrupt
I did due diligence on a potential Globalstar acquisition in ~ 1999-2000. We passed for a number of reasons. Globalstar filed for Chapter 11 bankruptcy protection on February 15, 2002. Adding a mobile component to the Leonbroadband system improves scale. https://t.co/GVvgIb0cD4
Podscan Turns Podcast Mentions Into Instant Book Recommendations
Oooh, big use case for Podscan, and one that intersects my two favorite pastimes: reading and podcasts. Check out Simon's Podshelf, this is a genius approach to trans-media-referencing. Extracting book recommendation as soon as they're mentioned on shows.
Israel's Outsized Influence Lets 9 Million Steer 350 Million
.@TuckerCarlson on Israel’s role as the puppet-master of the US. “The problem is the mechanism of control that allows a country of 9 million to control a country of 350 million.” https://t.co/U9ixzXTjAy
Business Acumen: The Essential Skill for All Tech Roles
“The skill that matters now across all three roles—PM, designer, engineer—is business acumen: understanding the company’s equation and knowing what to build next.” ✅✅✅
Use $JOJO to Complement Bonds During Spread Expansions
$JOJO is a complement, not a replacement. Add it alongside your core bond allocation for tactical credit rotation. When spreads blow out, you'll want this in the portfolio. https://t.co/xlY97itNk2
Risk Appetite Soars as S&P Nears Record High
What Middle East crisis? Sticky inflation? Exacerbated existing economic uncertainties? None of this is competing with risk appetite right now. $SPX is within 1 percent of its record intraday high and sporting is second strongest 10-day rally in four years...
Aging Firms Buy Startups to Stay Youthful
When a company starts to wrinkle and grey, they acquire a start up. That's their blood boy.
Carlyle CEO: Fed Adopts Cautious, Data‑driven Wait‑and‑see
“I think they’re just gonna watch the data and that’s prudent” - Carlyle CEO Harvey Schwartz on the Fed basically in wait and see mode
Fluidstack Seeks $1B Raise at $18B Valuation
Fluidstack is in talks to raise about $1B at a target valuation of $18B. Jane Street and former OpenAI researcher Leopold Aschenbrenner's Situational Awareness in talks about co-leading. SCOOP with @DavidPan_1 @RebeccaTorrenc5 @KatLeighDoherty https://t.co/cNNq2DtVHM
US Tariff Revenue Drops 29% Before Massive Refunds
US tariff revenue moved down to $22 billion in March, a 29% decline from the peak revenue levels last November ($31 billion). This is before the impact of IEEPA duty refunds which are expected to total $170 billion in the...
Red Plaid Tie Habit Fuels $30B Hedge Fund
Who wore the same red plaid tie every day — and built a $30 billion hedge fund on 3am wake-ups?
China Cracks Down on Firms Ditching Its Suppliers
1/2 NYT: "As China’s mammoth trade surplus stokes global tensions, Beijing has enacted sweeping new regulations to investigate and punish foreign companies that stop using Chinese suppliers in response to political pressure at home." https://t.co/hHhm9lhuk8
Recognition Programs Boost Employee Value and Business Performance
Driving Value for Employees and for the Business through Recognition Programs - CX Journey™ https://t.co/X1fPzibLgE #employeeexperience #recognition https://t.co/wO9Ib1TvqG
Great CX Requires Investing in Employee Experience Too
Unpopular opinion: "Customer obsession" as a standalone strategy is one of the most misunderstood ideas in business. And it's costing companies real growth. Before you close the tab — hear me out. I am not saying customers don't matter. Of...
China’s March Soybean Imports Slump Far Below Expectations
🇨🇳China imported 4.02 million metric tons of soybeans in March, well below expectations and the month's average (both ~6 mmt). Halfway through 2025/26, total imports were a 3-yr high BUT below the 5-yr avg on minimal US arrivals. 10+ mmt per...
China Halts Exports From Plastic Trinkets to Missile Magnets
Bessent: “China is stopping exports of various products” Products like “plastic trinkets”, or products like “the rare earth magnets we need to rebuild our missile stockpiles to continue our war v. Iran”? 🤔
People, Not Tech, Drive Project Success or Failure
Projects often fail not due to technical issues, but because of resistance to organizational change. The human element—how well teams adopt new processes—is the number one factor determining success or failure. #ProjectManagement #ChangeManagement https://t.co/FrnbMPGgJ1
Anonymous Yelp for College Coaches Sparks Controversy
Yelp for college coaches. What could go wrong? Loved this @DanielLibit story at @Sportico about a corner of the NCAA internet I had no idea existed, where people can anonymously review (and skewer) their college coaches 👇 https://t.co/VCdTZ14bkC
Half of VC‑Backed Startups Deliver No Investor Returns
“Harvard University released a study in 2012 of venture-backed firms that raised at least $1 million dollars… Fifteen hundred of the businesses failed to deliver any return to the investors.” –Smarter than a #Startup (2019) https://t.co/l2EObkfURN #smallbiz https://t.co/yj75V7id8v
Managing Managers Requires Different Rules Than Managing Teams
Going from IC to manager is hard… But becoming a manager of managers is next level. You’re no longer managing the work. You’re managing the people who manage the work. Throw your vanilla management advice out the window. Instead, focus on these...
Activists Push Discounted $SEER Offer to Force Control
Activists lob a Kevin Tang-style bid for $SEER. $2.25/share + a CVR to recieve 80% of the net proceeds from future asset sales. Cash offer comes at a discount to likely year-end net cash after WC and leases. Spread to cash...
Lagarde Vows to Stay, ECB Faces Cloudy Outlook
Lagarde says she won’t leave the ECB early with clouds on the horizon https://t.co/tF1dhc5d3h via @flacqua @jrandow https://t.co/hz1lQcvqmw
Europe's Economy Falls Beneath ECB Baseline, Says Lagarde
Lagarde says Europe’s economy has slipped below the ECB baseline https://t.co/OCRhGflvWZ via @flacqua @jrandow https://t.co/ff1kSW0T6r
AI Triggers SaaS Re‑Rating, Not Collapse – Reassess Now
A lot of software founders are understandably rattled by AI right now. The headlines are loud, buyers are asking different questions, and the criteria for what makes a fundable or sellable business has shifted in a short period of time....
AI Agent Replaces Entire Team in Minutes
I watched a founder fire his whole team. A single AI agent replaced ops, GTM, and product in 45 minutes. It's called Duet and it's the most dangerous thing I've seen this year. > Only single always-on agent that connects to 500+ tools >...