25% All‑
BofA on Asset Allocation: - The “sleep like a baby” portfolio (25% Stocks/Bonds/Commodities/Cash) is having the best year since *1933*. - Up 26% YTD, its third-best outperformance versus 60/40 (Stocks/Bonds) in a *century*. - Commodities have shined, despite remaining a significant underweight in portfolios. (BofA private clients hold just 0.4% in gold despite its 31% annualized run-rate — a “glaring” underweight.) - Performance could bring allocators to increase exposure, fueling more gains.
US and Iran Stuck in Tense Limbo, Hormuz Risk
Told @business News Now: both the US and Iran are in purgatory. There’s no war, but there’s nothing close to peace. Tensions are high and the risk of escalation in the Strait of Hormuz is real, with major implications for...
Russia's Central Bank Lowers Rate To
MOSCOW, April 24 (Reuters) - The Russian central bank reduced its key rate by 50 basis points to 14.5% on Friday, as expected by analysts, despite pressure from businesses to cut faster in order to boost the economy, which contracted...
AI-Generated Meta Descriptions Boost Conversions Instantly
Need more conversions? Claude can help with this prompt. It can write meta descriptions that bring the right traffic. Feed the AI your page content plus this prompt: "Write 5 meta descriptions under 155 characters that include the primary keyword and create...
Export Collapse Boosts US/Canada Prices, yet Halts Risk Oversupply
As Persian Gulf and Russian exports collapse, global prices will rise, which should benefit the U.S. and Canada. However, if exports are halted to keep gasoline prices down, then North America would become oversupplied. Full Newsletter: https://t.co/9vsV5HAcmy https://t.co/34b7yklfSr
USD Swap Lines Misunderstood: Liquidity Shakedowns Explained
Two-part compendium from me on why everyone is getting the wrong end of the stick on USD swap lines and how liquidity shakedowns really work with asset-rich sovereigns. First piece here: https://t.co/DkaYPexxOU https://t.co/2wWxKXkaWz
Energy Shock Not Translating Into Higher Wages, BoE Finds
Bank of England surveys suggest the energy shock isn’t fueling wages https://t.co/KafLBZ6mIL via @irinaanghel12 https://t.co/x3ZKa8cs6N
Kazimir Suggests Modest ECB Hike Due to Iran War
Kazimir says a slight ECB rate increase may be necessary on the Iran war https://t.co/E3r6aKNNHQ via @Dan_Hornak https://t.co/G5jKSecgTk
CEO Expands to Dim Sum Franchise in Southern Philippines
Most of you know me as the CEO of Mama Lou’s, but today I want to share something our group has been quietly building. MAMA Hospitality is the Philippine franchise partner of Ding Dim 1968, one of Hong Kong’s most beloved...
Quantitative Easing Enriches the Wealthy, Harms the Poor
"QE is reverse Robin Hood. It’s policy that steals from the poor, to give to the rich." — Kevin Warsh https://t.co/wcGKkX6SgP
Authentic Trust Beats Forced Fun in Hybrid Teams
#TimTalk - In a hybrid world, how do we build genuine team trust without falling into the trap of “forced fun” or Zoom happy hours? with Daria Rudnik https://t.co/rb2yxFhS0o via @DLAIgnite #SocialSelling #DigitalSelling #Leadership #ArtificialIntelligence #FutureOfWork #Strategy #Culture #Motivation
AI Boom Drives Q1 2026 Venture Funding to $300 B
Q1 2026 Shatters Venture Funding Records As AI Boom Pushes Startup Investment To $300B https://t.co/qwiRvHD7SJ
China Bars Unapproved US Tech Investment After Meta Deal
China to Curb US Investment in Tech Companies After Meta Deal Agencies including the National Development and Reform Commission have told several private firms they should reject capital of US origin in funding rounds unless explicitly approved https://t.co/2vTEIkjAgp
Three Rate Hikes Flatten Curve, Buying Duration Risk
+ 1 ... at more than two hikes priced, the curve really should be flat as a pancake if not inverted (in Z6/Z7 space). At +3 hikes, I think you are buying the belly/duration.
VOO on Track to Become First $1T ETF
MILESTONE WATCH: $VOO is now at $913b which is mindboggling considering it had $595b only 12mo ago. That's $1.25b a day in aum growth. Based on this pace it is scheduled to become the first ETF ever to hit $1T...
Dashboards Still Essential for Better FP&A Decision-Making
Some say dashboards in FP&A should disappear. If a chart doesn’t drive a decision, it should be deleted. But Adam Szuly explains why dashboards still matter — as part of the journey toward better data, clearer KPIs and structured reporting: https://t.co/S64DCTkZxg #fpatrends...
AI-Only Sales & Marketing: The Future Blueprint
The Fully AI-Native Sales and Marketing Organization by @Timothy_Hughes https://t.co/MwJ7Fturkp @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Marketing #MarketingSuccess #MarketingStrategy #ArtificialIntelligence #Innovation #Technology #TechNews https://t.co/kZZUIm4YZ2
CYIENT Announces ₹720 Cr Buyback at Premium
CYIENT Tender Buyback Announced Buyback Price : 1,125 ₹ Today's Closing Price : 936 ₹ Buyback Size ₹ : 720 Crore ₹ Buyback Size in Shares : 64,00,000 Shares Retail Quota : 9,60,000 Shares Record Date for Buyback : To be announced Note : Promoters not Participating...
AI Video Studio Boosts Production, Still Needs Human Creators
Another Gen AI Video studio and this is really good. All the features/ function to help to generate very accurate and consistence video. Either for your ads, marketing, short series and more. Such tools will not replace Creative ppl, we...
SNB Free to Adjust Rates and Intervene, Says Schlegel
Schlegel says a vigilant SNB is unrestricted on interest rates and interventions https://t.co/T29eQBLJeq via @bbenrath https://t.co/d7Ln9mGd5W
Anthropic Secures European Data Centers to Boost Compute
Anthropic is focusing on a key bottleneck By securing data center deals in Europe, the company is ensuring it has the infrastructure needed to scale its models. The priority is clear. In AI, access to compute is becoming as strategic as the...
To‑Do Lists Hurt Productivity Without Time‑Blocking
Hot take: To-do lists make you less productive. They give you the illusion of progress without the commitment of a time block. A task without a time slot is just a wish.
Distressed Sellers Price Anxiety, Not Asset Value
FTX sold a 5% stake in Cursor for $200K during bankruptcy. SpaceX just bought Cursor for $60B. That stake: now worth $3B. Distressed sellers don't price assets. They price their anxiety. The record was always in the bargain bin. https://t.co/EGR4YqhZKc
Executive Leaders Must Trust Yet Verify SAP Projects
SAP projects require executive leadership to 'trust but verify.' It's not solely on the organization or the system integrator; leadership must ensure projects stay on track. #SAP #ProjectManagement #Leadership https://t.co/kvqfcjI37d
SQZ Beats Expectations, Reaffirms Guidance, Plans Organic Growth
Looks like #SQZ operating much better and reiterates FY Guidance. On 2nd June will do a Capital Markets Day and that will focus on "organic" growth options such as infill drilling.
CRM Will Power AI Agents' Front‑end Data
The Great Martech Inversion: Why your CRM will become the grounded data for your AI Agents front end by @Timothy_Hughes https://t.co/UKGgwTdHVC @DLAIgnite #SocialSelling #DigitalSelling #Sales #Marketing #Leadership #ArtificialIntelligence #AI #CX #CRM #MarketingSuccess #MarketingStrategy #AIAgents
Join a Google Meet to Pitch, Validate Ideas
Planning a google meet …for every passionate person.. if u are creating something , building any startup , even u have an idea… let’s share it … in this meet .. we Gota chance to meet amazing people ….. Better...
Germany's Ifo Survey Signals Fragile Recovery, Contraction Risk
Good Morning from Germany, where the latest Ifo Business Survey just flashed 2Q contraction risk. Ifo Business Climate fell to 84.4 in Apr, lowest since May2020 & below expectations. Ifo Expectations Component dropped to 83.3 as weakness spread across sectors....
Vietnam and China Tighten Ties to Counter US Volatility
Hanoi and Beijing have long treated each other as distant cousins rather than comrades in arms. That might be changing as both sides draw closer to hedge against uncertainty and America’s erratic behavior. A timely Commentary from @khacgiang for @CarnegieChina https://t.co/PHsg5qprOt
GitHub Outage Validates Employee Reliability Concerns
yesterday I reported on GitHub employee concerns about reliability and leadership, and then hours later GitHub suffered a catastrophic outage 😬 https://t.co/bu8hHLNJzi https://t.co/b14mPlkd29
Eurozone Inflation at 3% Forces ECB to Hold, Stagflation Returns
Decidedly grim survey data in the Eurozone for April nails the ECB's decision for a hold next week, despite another increase in inflation, to around 3%. Stagflation economics is back; did it ever leave?
US Tariff Revenue Plummets to $23B, Fiscal Risks Loom
🇺🇸 Another problem looming in the US is the decline in tariff revenues, to just $23bn in April. Maximum uncertainty following SCOTUS ruling, new sections, and refunds, but ultimately the drop in tariff revenues may become an issue again from...
FIFA's Dynamic Pricing Signals Neoliberal Shift in Sports
FIFA's World Cup dynamic ticket pricing - neoliberalism personified? This summer's tournament ticketing strategy marks the end of an era, and the growing dominance of another https://t.co/WTrFOaecP4 @Fire_and_Skill #Geosport https://t.co/ERgraK6gtd
BNDES Funds CBA Aluminum Upgrade for Efficiency and Sustainability
Bndes will fund CBA’s aluminum unit upgrade in Brazil to improve efficiency, logistics, and environmental performance. https://www.metalnomist.com/2026/04/brazil-aluminum-unit-upgrade-gains.html
Peruvian Entrepreneur Profits From Drone Facade Cleaning
Peruvian Entrepreneur Earns Big with #Drone-Powered Building Facade Cleaning by @Arcfunmi #EmergingTech #Technology #Innovation https://t.co/ZJN9uY5jTG
EU Warns Tighter Safeguards Could Jeopardize US Trade Deal
The EU warns member states that efforts to strengthen safeguards in the bloc’s trade agreement with the US may cause the deal to unravel https://t.co/tXZKfe4ggD via @europressos @AlbertoNardelli https://t.co/dnkoWL8TO0
Premier League‑EFL Broadcast Rights Deal Still Uncertain
New Deal or No Deal? The progress on the negotiations between the Premier League and EFL over broadcast rights per the always brilliant @mjshrimper https://t.co/qHdE0c48yo
One Bad Season Can Shatter Lofty Budget Assumptions
The cautionary tale of Leicester City who budgeted a few years ago for constant top half of Premier League finishes. It only takes one bad season for things to unravel. With my chums from @talkSPORT https://t.co/cOiUSU9b8P via @YouTube
Quiet $10M+ Exits Thrive Across Ten Service Sectors
10 industries producing quiet $10M+ exits: – radiology networks – waste platforms – HVAC rollups – trucking fleets – pest control networks – dental groups – physiotherapy chains – senior care facilities – security firm portfolios – behavioral health groups
UK Retail Sales Rise as Drivers Fill Up
UK retail sales rebound as drivers stock up on motor fuel https://t.co/vmKSFNdn0g via @irinaanghel12 https://t.co/sYif8aJDQB
Indonesia to Import 150 Million Barrels of Russian Crude
JAKARTA, April 24 (Reuters) - Indonesia will import 150 million barrels of crude oil from Russia this year, the country's deputy energy minister Yuliot Tanjung said on Friday.
Create Experiences that Inspire Unprompted Referrals
Referral customers: higher lifetime value, lower churn, faster sales cycles. Yet most businesses treat referrals as something that happens to them — not something they create. What would your customer experience have to look like for people to bring it up unprompted? Answer...
Timing Beats Copy: Trigger Events Drive Cold Email Success
Most cold emails fail before anyone reads them. Not because of the subject line. Not because of the copy. Because it showed up before the person had the problem. Timing is the variable nobody optimizes for. Best campaigns I've run weren't the most creative. Every one...
SNB's Sub‑zero Rate Shift Outweighs Standard Cuts
SNB move below zero is a bigger step than a normal cut, Schlegel tells NZZ https://t.co/ZMyYbIPZxG https://t.co/a1V1z0xvIk
Dim Sum Bond Borrowing Hits Record RMB300bn This Year
FT: "Total borrowing in so-called dim sum bonds — issued outside the mainland, mostly in Hong Kong, and denominated in renminbi — has hit Rmb300bn ($44 bn) so far this year, more than twice the amount at this point in...
Sticky Contracts Guarantee Zero Churn, Steady Cash
industries where customers never leave: – pest control: quarterly contracts – HVAC: annual maintenance agreements – waste: council contracts locked – security: multi-year guarding deals – radiology: referral networks sticky churn rate: near zero cash flow: predictable bank appetite: maximum PE interest: enormous
China’s Q1 Income Growth Lags Behind 5% GDP Expansion
1/2 Yicai: "Chinese residents’ income growth slowed to 4.9% in nominal terms and 4.0% in real terms in the first quarter, even as the country’s economy expanded by a better-than-expected 5%." This is one percentage point less income growth than last year. https://t.co/MiWs3mdvcf
Founders Build Markets, Investors Embrace Early Failure, Engineering Evolves
Greeted a packed session of great founders at Google Next today reinforcing: - Founders are capable of creating any market they can attract talent to build for, dispelling the myth of “founder market fit” - Investors expect early attempts at solving...
AI Should Empower, Not Erode Critical Human Thinking
We say AI will empower people. But if we’re not careful, we may be suppressing the very critical thinking we need most. The goal isn’t just adoption. It’s helping people use AI safely, responsibly, and without degrading what makes us uniquely human. And leaders—stop...
Self‑Reflection, Not Empire‑Building, Drives True Success
Incredibly interesting interview with Frank Wang, founder and CEO of DJI "He said that after 20 years of entrepreneurship, what he is most satisfied with is not building a world-class company, but learning to reflect" Basically the opposite of retardmaxxing. While...