Shah Capital Challenges Novavax Leadership; IVVD, REPL Updates
13April: What does @Novavax's 2d largest shareholder @ShahCapitalMgmt say is its case against company leadership? Read Shah's criticisms and $NVAX's response, plus updates on $IVVD and $REPL in my latest StockWatch for @GENbio: https://t.co/0a3pUN9sD2
Gig Workers Surge as Unemployment Benefits Remain Limited
It’s the demographic divide I highlight. There are 80 millionUS gig workers because only one-in-four of the unemployed collect unemployment benefits (can’t cover the basics with what states pay). The cost of doing business for millions of these gig workers just...
Build an Unreplicable Moat: Story, System, Trust
Your moat is what competitors can't replicate: your story, your system, your audience's trust. What does your brand win on?
Admired Leaders Excel Through Feedback, Behavior, Followership
Leadership is shaped by behavior, feedback, and followership. A conversation with Randall Stutman, founder of @AdmiredLeaders, on what admired leaders do differently, giving feedback, and the behaviors that drive results. https://t.co/UAyXtb5Nqq With thanks to @AlphaSenseInc, Canoe, and Ridgeline.
Hyperscalers' Capex to Consume Over 90% Cash
BofA: Hyperscalers’ capex as % of operating cash flow was 70% in 2025 and is expected to be >90% in 2026 https://t.co/GP7k2xG8rb
Key Issues to Watch at IMF‑World Bank Summit
5 things to watch at the IMF-World Bank meetings this week https://t.co/8BcEucTx0N via @CecileDaurat https://t.co/UDyXcKlsEk
NBA's Woes Trace to Overpaid Media Rights Deals
On some level I think the NBA’s problems stem from the league getting overpaid for media rights because streamers were desperate for content and agreed to uneconomic deals, which made the owners rich and reduced the financial pressure on them...
Lifetime NIL Deals for College Athletes Are Unrealistic
It would be crazy for a school to offer a lifetime NIL deal to a student-athlete... How long can an NIL agreement between a school and athlete last? The full explanation is in my book NIL 101: The House Settlement Now 40% off https://t.co/yBVisUkFCL...
Trump’s Hormuz Gamble Fuels Inflation, yet Demands Rate Cuts
Trump is trying to block the Strait of Hormuz. Oil is up. Inflation is climbing. And he still wants the Fed to cut rates. That’s not a policy position. That’s a contradiction. The war didn’t create the inflation problem. It made an...
WNBA's Top Draft Pick Set for $500K Salary
WNBA’s No. 1 Draft Pick Will Earn $500,000. But Who Will It Be? https://t.co/hdNoRVXXB8 via @sportico @germanotes
Truthful Humility Fuels Grounded Confidence on the Court
Don’t lie to yourself. Grounded confidence begins with truth-telling. Grounded confidence requires courage to act and humility to learn. “When I stepped on the court, I wasn’t out there hoping I could win.” Larry Bird https://t.co/JDFyAiGggc
UK Living Standards Set to Decline Over Iran Conflict
Britain faces another lost year for living standards due to Iran war https://t.co/MuGg4NBJB6 via @tomelleryrees https://t.co/nPivyrmAQc
Regulation Cuts Bank Risk Premiums, Raises Unemployment
New @nberpubs: "The Macroeconomic Effects of Bank Regulation: New Evidence from a High-Frequency Approach" https://t.co/g4pjlheA4f "A 10 basis point regulation-induced peak reduction in bank risk premiums is accompanied by a 15 basis point peak increase in the unemployment rate." https://t.co/sclisI5Km5
90% of 2025 Tariffs Shift to U.S. Importers
New @nberpubs: "Tariffs in 2025: Short-Run Impacts on the U.S. Economy" https://t.co/Du7yk49H5l "90% of the tariffs are passed through to tariff-inclusive prices paid by U.S. importers" https://t.co/kMhPTPkojL
Building a Fully AI‑Native Marketing Organization
Office Hours with Tomasz Tunguz & Lena Waters: The Fully AI-Native Marketing Organization https://t.co/obhGQqsFeo via @YouTube #ArtificialIntelligence #Innovation #Technology #Tech #TechNews #SocialSelling
War Unpriced: Ignoring Inflation and Recession Risks
Wars are inflationary and recessionary. War was not priced in. Recession is not priced in.
AI Product Imports Surge 73% as Tariffs Stay Low
New @nberpubs: "Trade in AI-Related Products" https://t.co/HKvnAGrO6D "imports of these products have grown by 73 percent since 2023... Trade policy has treated these products lightly with product-level exemptions shielding much of AI-related imports from tariffs." https://t.co/HNy3aXAeMU
Google Denies New “Still Processing” Sitemap Status
Google has nothing to announce about a new "still processing" status for XML sitemaps https://t.co/zCxzSN0Lv8 https://t.co/DppnVvBaTL
ECB Confident of Another Soft Landing Amid Oil Shock
Yes, the ECB achieved a soft landing after the last inflation shock which suggests that it believes it will be able to do so again as it tightens into the oil price shock. Let's hope so.
Tight 10‑Day Constraints Drive Our Best Work
Before heading out to Lisbon, @vitaliidodonov told me that the greatest work gets done when there's a tight constraint. That's why we've decided on 10 days. From "idea/vision" to finished product in that short time span forces us to do our best...
Google May Disregard Links From Spam‑violating Sites
Google's @johnmu reiterates that Google may ignore links from sites that violate its spam policies https://t.co/uXnMAKuuWg https://t.co/82ekVwtzSX
Energy Markets Stay Calm Amid Third Gulf War Lull
We're in the "no-fighting, no-peace, and no-oil" phase of the Third Gulf War. The energy market remains incredibly sanguine: despite Monday's rally, oil and European natural gas prices are below a week ago.
Extreme Fear Fades as Markets Weather Hormuz Tension
Trump ordered a full naval blockade of the Strait of Hormuz overnight. Oil surged 8% above $100. The UK refused to participate. France is forming its own mission to reopen the strait. And Bitcoin dropped... 1%. After 12 straight days...
Scale Culture, Not Just Assets, for Sustainable Growth
Growth isn’t always about building more, it’s about spreading what already works. When you’ve built a strong culture, the next step is taking that impact beyond your own walls. Great companies don’t just operate well, they influence how others lead, manage,...
Roundhouse Capital Settles £251m Loans, Pays Moshiri £67m
Everton new parent company Roundhouse Capital publishes accounts. It paid Farhad Moshiri £25m up front with a further £42m due at future dates, as well as paying off £251m of existing loans. https://t.co/pS7qY8I1Wl
Limit Content Review to Two People for Speed
I work on a lot of website projects, and one of the most reliable ways to stall the content phase is to involve too many people in deciding what each page should say. I mentioned this to a client today...
Clear Tagline Boosted Olipop to $200M Revenue
Olipop doubled revenue to $200M in one year by changing their tagline from "A Sparkling Tonic" to "A New Kind of Soda." Meanwhile you're using confusing niche jargon on your packaging and wondering why you can't scale past your early...
XPOF Spikes 30% as Activists Force Sale Exploration
$XPOF continues to run up; up 30% over the last month. Two activists with a major combined stake are pushing for a sale. And most importantly, mgmt caved in and started exploring strategic alts.
Iran Conflict Triggers Oil Shortage, Reshapes Market Winners
The Iran war has slashed oil exports from the Persian Gulf, creating a global supply shortage that's just starting to hit markets. As prices are driven up and broader economic impacts unfold, winners and losers will begin to emerge. Full Newsletter:...
Embrace Slow Tech for Deeper Focus and Greater Productivity
«Slow Tech» is slow in the moment, but increases productivity in the long term. It does so by slowly processing information, which makes you focus and creates more insightful outcomes. It lets you do more meaningful and deep work.
Iran's 13-Day Oil Shutdown Signals Permanent Damage
The sharpest Iran economic analysis out there right now comes from @miadmaleki, Iranian-born former US Treasury official. 13 days. That's when Iran shuts off its own oil wells. Hormuz blockade = nowhere to store oil. Can't restart them easily. Permanent damage. Not a...
US‑Iran Talks Collapse; Blockade Threatens Trump‑Xi Summit
US-Iran negotiations failed over the weekend. The risk-off moves today though have mostly been mild. US blockade of Iranian ports could disrupt next month's Trump-Xi meeting. Bab-el-Mandeb Strait may also be brought into play. See https://t.co/13UStEpBOS https://t.co/1u6Xn5BKh9
Community Beats BigTech: Nomads Gains Value Post‑AGI
Yep BigTech/BigAI can't touch things likes community or audience (yet) For me personally that's why my site Nomads will become more valuable post-AGI I think
China's Q
1/3 According to the People's Bank of China, the total amount of aggregate new financing in the first quarter of 2026 was RMB 14.83 trillion, or 2.3% less than in the first quarter of 2025, with more than 100% of the...
Energy Costs Crush Low‑income Workers, Warns Fed
Note To Fed: Energy Costs Are Crushing the Workers Who Can Least Afford It https://t.co/XD2UPmrpFN via @hedgeye
Unconscious Bias Fuels Incompetence, Groupthink, and Clone Hiring
“The effects of unconscious bias in #talentmanagement can grow into: 🚫 Promoting ppl to their level of incompetence (the Peter Principle) 🚫 Unwittingly inducing groupthink 🚫 Hiring/appointing org. clones. The org. #leadership must be alert to this.” https://t.co/ysdPb3UXGz https://t.co/xhON7iPFH5
US Inflation Stays High, No Fed Cut Yet
Bond Market Message = #HFL = Higher For Longer on US Inflation with no Fed Rate Cut bailout (yet)
Hungarian Forint Leads Global Currency Gains Today
Hungarian forint is far and away the best performing major currency in the world today https://t.co/fg6Z1FKw5u
AI Talent Costs Surge Amid HR Tech Updates
#AI talent is getting pricier. Plus, news from Tom Brady, SAP and more @HR_Exec https://t.co/OneuRTG5Jr #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Tight Margins Demand Rigorous Financial Controls in Retail
Projects costing hundreds of millions often struggle with tracking slim margins. In food & retail, every bit counts. Failing to manage financial controls and margins is a major issue. #Business #Finance #Retail https://t.co/L4HibQ2z6L
ENI Urges EU to Postpone Russian LNG Ban.
Italy’s top gas importer has proposed delaying the EU ban on Russian LNG to help ease the fallout from the Hormuz closure 🇮🇹🇷🇺 "I think it's necessary to suspend the ban that will come into effect on January 1, 2027 ,"...
Trust in Valuations, Not Liquidity, Drives Private Credit Pressure
The issue for private credit is not just liquidity but a lack of trust in how fund managers value loans. "Redemption gating isn't likely to stop the pressure on private credit until private credit managers take more meaningful & more...
AI Workflows Will Eclipse $5k SEO Agencies by 2026
By Q4 2026, traditional SEO agencies charging $5k+/month for content will lose 90% of their clients to solopreneurs using AI workflows. The moat isn't publishing, but knowing which workflows move the needle.
Self‑Driving Can Thrive on $999, Not Billions
Everyone says self-driving needs billions. Comma ai built a very uncomfortable counterexample for $999. That is what makes this story so interesting to me. While Waymo, Cruise, and others spent billions building robotaxis, custom vehicles, and tightly controlled systems, George Hotz took a...
Launching AI Tool to Boost Your X Followers
ANNOUNCEMENT Just landed in Lisbon to lock in with @vitaliidodonov for the next 10 days. Past 3 months, I helped him go from 0 to almost 10K followers on X. Together, we're building an AI you can use to grow your...
AI Brings Learning Directly Into Slack and Teams
Learning in the Flow of Work: AI in Slack & Teams Training shouldn’t live in a portal—it should live where work happens. Employees don’t want to search a 40-minute course for one answer. Why it matters: • Delivers real-time answers without interrupting...
Europe Defies Regulation, Adds 11 New Unicorns
"European tech is dead" is just cope at this point. Europe continues to mint world-changing startups despite being the most regulated market on Earth. Meet the 11 latest $1B+ unicorns of Europe:
Sectional Titles Face Higher SASRIA Rates, Becoming Riskier Investments
Sectional titles are in for a rude awakening in South Africa, 𝗶𝘁’𝘀 𝗯𝗲𝗰𝗼𝗺𝗶𝗻𝗴 𝗻𝗼𝗻-𝘃𝗶𝗮𝗯𝗹𝗲 𝗮𝗻𝗱 𝗺𝗼𝗿𝗲 𝗿𝗶𝘀𝗸𝗶𝗲𝗿 𝘁𝗼 𝗶𝗻𝘃𝗲𝘀𝘁 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲𝗺. “Due to the unprecedented unrest event of July 2021, SASRIA initiated a rate increase across its product lines in 2022” However,...
EKF Acquires Real‑Time Glucose Tracker, P/E Declines
#EKF buying "Real-time glucose and lactate tracking for sports performance monitoring" from Beep Insights AB. ShareScope has fwd p/e 15.1 falling to 13.4 but no Dividend. Worth investigating. I don't hold.
Twitter Growth Now Affordable for All, No $5k Ghostwriter
We're on a generational lock-in to make Twitter growth accessible to everyone (without a $5k/m ghostwriter price-tag). Follow @vitaliidodonov to stay tuned + drop a comment on his post for early access.