Investing: Markets Don't Return Your Affection, Valuation Matters
"The stocks we buy don't love us back". At the end of our first financial year @CapitalmindMF, I'm interviewed by @imNavneetDubey in a summary of our investing approach, how we approach markets, and our view on valuations: https://t.co/DqSkWotEiV
Shipping Surge, Iran Nuclear Pause, Israel‑Lebanon Talks Signal Hope
🔥 FINALLY SOME GOOD NEWS FOR WORLD WAR 🔥 34 ships passed through the Strait of Hormuz on 12 April. Highest since this war began. Iran offered to suspend nuclear activity for 5 years. Israel and Lebanon to hold negotiation talks in the...
AI Accelerates Business Problem Solving, Speed Is Competitive Edge
The companies falling behind are not the ones with the hardest problems. They are the ones solving them too slowly. What I see more and more is that AI is changing who gets to improve a business. It is no longer only technical...
EU's New Minerals Platform Challenges China's Rare Earth Dominance
China controls 90% of rare earth output. The EU just launched a coordinated minerals procurement platform. Geopolitics, energy transition, defense, AI chips: all competing for the same supply chain. This is not a trade story. It is a sovereignty story. https://t.co/0NssdXkSXt
One Engineer + AI Agents Replace Seven-Person Teams
Sid Sijbrandij, the co-founder of GitLab, just said: "One developer with parallel AI agents will outproduce an entire team of seven." And at his new company Kilo, that's already the standard. He has 20 engineers. Each one manages multiple AI agents across...
FIIs Misread India: Growth Potential Undermined by Taxes
what this article shows is how wrong the FIIs can be. When they thought India was the only game in town in 2 yrs it was not- now they think other countries are the only game in town so... Reality is...
Hybrid Method Beats Pure Agile for ERP Projects
A hybrid approach often outperforms pure Agile. Later, we'll explore case studies of organizations that struggled with Agile for ERP implementation. #Agile #ERP #ProjectManagement https://t.co/wbz8sKEcDF
Close LEG Merger Arb Now: 14% Return in 11 Days
Great outcome for $LEG merger arb, 14% return in 11 days. Def. agreement reached, only 3% spread remains. Closing out now makes the most sense. Reg. risk is real, and the offer likely won't be bumped (exchange ratio was already increased)👇...
Public Sector Pay Outpaces Private Sector Awards
And yet public sector pay awards are well above those in the private sector - make it make sense
Skip IGSB ETF; T‑Bills Give Similar Yield, Lower Risk
Thinking short-term bonds? Analysis says skip IGSB ETF for now. Re-inflation risks could hurt returns, while T-Bills offer similar yield with less risk. Investing
Fubo's Sports Lineup Has Big Gaps; Not Ideal
Is Fubo a Good Choice For Sports Fans? Streamer’s Lineup Has Some Big Holes https://t.co/IxtAzRYRFj via @TVAnswerMan
Inflation Set to Accelerate, Rate Path Still Uncertain, Says Rehn
ECB’s Rehn says inflation to quicken but rate path isn’t locked in https://t.co/7RTrVGdTLV via @NickHeubeck https://t.co/TJmYD0bUBM
Gold Plummets, Arab Views Iran, US Creates Defense Unit
In today's daily Discord linkfest: Gold has its worst month in decades, the Arab world has a very different perspective on the Iran crisis and the US launches a new DOD Economic Defense Unit. https://t.co/CJiFQqhl8n
IEA Predicts Global Oil Demand Decline in 2026
IEA: “Global oil demand is expected to fall by 80,000 barrels per day year-on-year in 2026, revised down from growth of 640,000 barrels per day seen in last month’s report. The pace of decline will subside in our base case...
China's GDP Obsession Fuels Persistent Overcapacity
1/9 Very good FT article on why overcapacity is structurally embedded into the Chinese economy. It quotes one (anonymous, of course) investor who notes that "Officials are scared of missing their GDP targets. Nobody is scared of overcapacity." https://t.co/uKm2LNhqXd via @ft
Gig Economy Forces Talent Acquisition to Rethink Hiring
The Invisible Workforce: How the Gig Economy Is Reshaping Talent Acquisition https://t.co/498lrfSDM9 The workforce is not disappearing. It is disengaging from traditional hiring systems.
Hormuz Blockade Hurts US; Iran, China Outlast Trump
"The oil math is skewed against the White House. The blockade has a slim chance of working. Iran can remain defiant — and China unconcerned — longer than Trump can remain solvent." https://www.bloomberg.com/opinion/articles/2026-04-14/the-hormuz-blockade-is-as-much-about-china-as-iran
Sudan's Pound Ranks 6th Worst, Down 26% Amid War
On this week's Hanke's #CurrencyWatchlist, the Sudanese pound ranks as the WORLD'S 6TH WORST CURRENCY. The pound has depreciated by 26% against the USD over the past year. Given Sudan’s brutal civil war, it’s surprising that the pound hasn’t depreciated by more....
Europe Must Match Asian Prices to Secure LNG
If Europeans want to avoid gas shortages, they need to pay competitive prices — or their LNG shipments will keep getting diverted to the highest bidder in Asia. Map from @Kpler https://t.co/BUf2kkzmNN
US Hormuz Blockade Targets China as Much as Iran
COLUMN: The US blockade on the Strait of Hormuz is as much about putting pressure on China as punishing Iran. "If Beijing has more at stake, perhaps it will put pressure on Tehran to negotiate, or so the theory goes." @Opinion #IranWar https://t.co/qhyUnXTly4
AI Clone of Zuckerberg Challenges Meaning of Leadership
Meta is experimenting with how leadership scales in the AI era. An AI version of Mark Zuckerberg is being trained on his tone, thinking and communication style so employees can interact with a digital version of the CEO. It raises a new...
Turn Wildfire Alerts Into Automatic High‑Value Contractor Leads
Most contractors wait for leads. Smart ones let fires create them automatically. This OpenClaw system watches NASA wildfire data in real time… and instantly turns risk into revenue. The moment a fire starts: Homes at risk are identified → analyzed → visualized → contacted Not...
Hormuz Tensions Shift Oil Prices: Spot vs Futures
The Hormuz Crisis and the Oil Market: Spot vs. Futures – A Straightforward Classroom Explanation https://t.co/T7wjTKmYFV
1979 Oil Demand Peak Decoupled Growth From Fossils, Not Power
NEW ANALYSIS: @ember_energy just dropped new report on how the 1970s energy crises decoupled economic growth from fossil fuels but not from electricity. Global oil demand per capita peaked in 1979 and has never recovered. Makes for a fascinating reading. https://t.co/Ehd4UR5bJl https://t.co/Z1XLOJcrkK
China Tightens Export Controls to Counter US Leverage
We’ve seen this movie: 👉China ramps up export controls ahead of Xi-Trump summit to create bargaining chips that will be traded away 👉See Chap 6 in my ebook for account of run up to Busan Summit 2025 🤔 But also prepares weapon to...
Beijing Turns to Credit Subsidies to Revive Demand
1/7 Interesting Caixin article on Beijing's plan to support the economy by further subsidizing credit: "In a more forceful push to boost China’s sluggish domestic demand, policymakers are trying to make fiscal policy do more of the heavy lifting." https://t.co/4e1cuLLgF4
Leaders Launch Emergency Group to Address Middle East Energy Crisis
IMF Managing Director @KGeorgieva, @WorldBankGroup President Ajay Banga & I met in Washington for the inaugural meeting of our Emergency Coordination Group on the impacts of the Middle East conflict on energy markets, the global economy & the most vulnerable...
Manufacturing Isn’t Vanishing, It’s Becoming Automated
This map looks like the decline of manufacturing. It isn’t. It’s the disappearance of manufacturing jobs. That difference matters more than most people think. If you normalize each country to its peak manufacturing employment, you get a clear story: The...
Win by Loving the Problem, Not the Solution
Most entrepreneurs don't have a marketing problem. They have a problem problem. They built a solution first — then went looking for a problem to attach it to. Fix your diagnosis before you fix your product. The entrepreneurs who win don't fall in love...
Fulham's £400m Losses Leave Them Unable to Afford a Stamp
Looks as if Fulham, who have lost £400m in the last decade, cannot afford a stamp to send in their accounts. I wonder why? https://t.co/KztWNTSMNj
Philippines Seeks US Waiver Extension for Russian Oil
MANILA, April 14 (Reuters) - The Philippines' Energy Secretary Sharon Garin said on Tuesday that the country is asking the United States for an extension on a waiver to purchase Russian oil and petroleum products.
New Framework Helps HR Tackle Projected Helplessness
Projected Helplessness: A Practitioner #Framework for Understanding and Responding @ABPsychologists https://t.co/lWnLaUpHU4 #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Hire Self‑managing Challengers; They Drive Real Growth
I used to think the best employees were the ones who never pushed back. The ones who said yes to everything. Showed up early. Stayed late. Never questioned anything. I was wrong. Because those employees don't scale. They follow orders,...
Firms Still Depend on Chinese Suppliers Despite Relocation
Ha, the real insight buried in a big provocative headline take The geography of assembly has changed but have the firms themselves changed or actually deepened reliance on Chinese suppliers? I've been asking this question for like 3 years: do we...
Pakistan's Foreign Aid Dependence Stalls Economic Growth
#PakWatch🇵🇰: Pakistan lives on foreign handouts. That’s one of many reasons why its growth lags WAY BEHIND India and China. FREE IMRAN KHAN. https://t.co/sz9RmfWeXZ
FT Unveils China's “Sock 2.0
My work on this earth may be nearly over -- or at least my work of the last 4ys could be in its final chapter. The FT's Big Read is on the China sock 2.0 (one of my favorite phrases) and...
Q1 Exports Up 15% YoY, Volume Gains Likely Higher
it is actually a good number. it comes after a super strong February (new year effect + real growth) and off a high base. y/y export growth for q1 was 15% in dollar terms almost certainly more in...
China’s New Bank Lending Slows as Household Credit Halves
Caixin: "The slowdown in China's new bank lending was driven largely by household credit, which rose 490.9 billion yuan in March, nearly halving from 988.8 billion yuan a year earlier." https://t.co/8VQxfrVL2I
Delivery Giants Hike Fees as Energy Costs Surge
US delivery companies are passing higher energy costs onto their customers. FedEx and UPS fuel surcharges are up to ~27%, and Amazon added a 3.5% fee for third-party sellers. AMERICANS SHOULD SEND A BILL FOR DAMAGES TO TRUMP. https://t.co/oOjUlOb1ZA
Critical Loop Secures $26M Series A for Modular Microgrids
Modular microgrid company Critical Loop announces $26 million Series A round #energysky -- via pv magazine usa: https://t.co/QdfhDyUOUP
Tariffs Trigger 40% Value Under‑Reporting by Chinese Shippers
When tariffs surged on Chinese imports, the declared shipment values dropped by roughly 40%. Since tariffs are charged as a % of declared value, Chinese logistics firms started falsifying customs forms. Markets always find a workaround. https://t.co/mzeWHQb59K
China's March Exports Strong Despite Modest Trade Surplus
China's March trade numbers are stronger than they appear at first glance. Strong imports pulled down the trade surplus, but export performance was actually strong -- last year's March base created a high hurdle for the y/y comparisons 1/ many https://t.co/OmqlCGNNNd
Revenue Grows Through Consistent Optimizations, Not One Campaign
A $195K revenue lift doesn't come from a single campaign. It comes from small, consistent optimizations: messaging that's aligned, a team that's led well, and a strategy that doesn't require the CEO to babysit it every week. That's what a real marketing...
US Hormuz Blockade Drives Tankers to Atlantic, Rates Surge
US blockade of Hormuz will steer more tankers toward Atlantic ▶️BRS expects ‘little or no commercial traffic in the strait for the foreseeable future’; sentiment ‘remains under pressure’ as more tonnage heads to Atlantic basin ▶️Aframax rates are still historically high but...
Measuring AI's Impact on Sales Team Performance
What results do you see from your salespeople using AI? by @Timothy_Hughes https://t.co/wnQyykiAAs @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #Leadership #Marketing #MarketingStrategy #MarketingSuccess #SalesEnablement https://t.co/hq49Hn6txo
IRS Offers Free Webinar with Last‑Minute Tax Tips
Interesting timing…IRS hosting free webinar to share last-minute tips for the filing season https://t.co/UgonIuV8n7 #IRS #taxtips
Rising Chinese Imports Squeeze Margins, Price Hikes Looming
China imports rose +23%YoY for Q1 2026 and March rose 28%YoY. Meanwhile, exports slowed to 2.5%YoY. In other words, Asia terms of trade is deteriorating and even is supposedly immune but you can see from PPI and now imports that costs...
Private Credit Defaults Far Lower than Market Fears
Goldman's David Solomon providing some much needed rational thought around private credit: - GFC saw defaults peak at 10% - recoveries were 50% - trough cumulative loss of 5%-6% vs coupons of 9%-10% For context, listed BDCs are currently pricing in defaults of more...
Enterprises Need Dedicated AI Agent Deployers
The more enterprises I talk to about AI agent transformation, the more it’s clear that there is going to be a new type of role in most enterprises going forward. The job is to be the agent deployer and manager...
AI Creates as Many New Jobs as It Replaces
Hot take: Businesses will need just as many new hires to manage, update, and babysit the constantly evolving AI systems as the ones it's displacing. Corporate America isn't exactly built for speed. Good luck with that.