Fed Fooled World Into Ignoring 4% Inflation
The greatest trick the Fed ever pulled was convincing the world 4% inflation didn't exist. https://t.co/2nQtRmlH9U
Oil Price Dip Signals Early Global Economic Slowdown
Given the world's dependence on fossil fuels, I would encourage you to look at this as the heart-rate monitor for the global economy, pulled forward by a few weeks. https://t.co/Q4PWG7rSWB
Real‑time Shelter Shows Zero Inflation, Official CPI Overstated
Big moves in CPI focused on oil and commodity impacts Shelter continues to be a place where real world indicators are much lower than official stats. Our real time shelter indicator over trailing 12m shows 0 price increase vs official shelter which...
Anchored Inflation Expectations Reduce Fed Urgency on Oil Shocks
For a thorough answer to this question, I would highly recommend reading Bernanke's 2004 speech on this subject. Especially this part: "The public's expectation that inflation will remain low minimizes the second-round effects of oil price increases, which (in a virtuous...
Trump Pushes Hormuz Reopening Before US‑Iran Peace Talks
Trump Demands Reopening of Hormuz Ahead of US-Iran Peace Talks. Demands and threats by the two key parties vs resolution. https://t.co/oul6jwCk4x
March CPI Jumps to 3.3%, Fuel Fuels Surge
Consumer prices were up 3.3% in March from a year earlier, the Labor Department said Friday, much hotter than February’s gain of 2.4% and driven by higher fuel prices. https://t.co/6hdNDDIjdn via @WSJ
Blend Timely and Evergreen Content for Balanced Success
Timely content gets a spike in engagement and relevance. Evergreen content gets the long game. You need both in your content strategy.
Talent Access Becomes Strategic Asset Shaped by Policy
Access to talent is becoming a national strategic factor shaped by policy choices as much as market dynamics. In this context, treating human capital as a core asset guides decisions on skills and mobility, as AI leadership depends on where expertise...
Python Libraries Elevate Excel Analysis to the Next Level
Excel is powerful — but Python libraries take your analysis to the next level. 🎯 Which library are you learning first? 👇 Comment ! #pythonforfinance #pythonlibraries #financialanalyst #financejobs #wallstreetjournal
Bonds Unfazed: Inflation Still Poor, Outlook Deteriorates
I think bonds are saying they don't really care that this inflation print was 'better than expectations' because 1) it's still not good and 2) the next few months are going to be even worse.
AI Uncovers Real Customer Voice Across Every Conversation
Most companies say they "champion the voice of customer." And by "listening to their customer," they mean paying for occasional interviews with <1% of their customer base. Or relying on what a sales reps enter in a CRM following calls. Requiring...
AMLM Poised for Rebound as Technicals Cool
Disseminated on Behalf of American Lithium Minerals Inc $AMLM $AMLM has been actively announcing acquisitions to build a diversified portfolio (Lithium, REE, Gold, Silver, Copper) in mining-friendly areas. It's also mentioned interest in real-world asset (RWA) tokenization for its projects (gold,...
Mag 7 Valuations Slip to 25x Forward P/E
Even the Mag 7 have come way down in terms of valuation, following their 17% drawdown since last October’s high. The cohort is now trading at a modest 25x forward P/E. https://t.co/EotkZU3iSu
Bullish Outlook: Positioning vs Seven-Day S&P Rally
When I ask others for the bull case from here in stocks, by far the most common answer is positioning and CTA buying. I have trouble squaring that idea with the fact that the S&P 500 is up 7 days in...
March CPI Spikes to 3.3%, Fed Cut Odds Zero
Overall US CPI moved up to 3.3% in March, the highest level since April 2024. The odds of a Fed rate cut this month: 0% https://t.co/LVl4ndgw8H
Service Fees Are Hidden Surcharges—Just Show the True Price
“Service fees” on tickets are a first cousin of the random surcharges they add on at the end of your meal at a restaurant. Just make the price the price.
US Core Inflation Jumps to 3.3% Amid Iran War
Latest. Inflasi Mac 2026 US: Spiked to 3.3%, tertinggi hampir 2 tahun (Feb: 2.4%). Kenaikkan di sebab perang US-Iran driving up energy cost. Possibly no rate cut US in 2026 jika trend crude oil dan perang berterusan. “Figures came in line...
Core Inflation Stable, Yet Energy Shock Drives Airfare Surge
Core inflation in March was relatively muted despite a massive surge in overall inflation due to the Iran war. But there are signs that the energy shock is rippling across the economy. Airfares, for example, notched a 2.7% gain for...
Energy Spikes Lift CPI 0.9%; Core Steadies at 0.2%
An eye-popping 0.9% *monthly* rise in the CPI was driven mainly by rising energy prices. Core inflation rose a more sedate 0.2% in March. https://t.co/547aq6hkvo
US Inflation Hotter Yet Below Forecast, Oil Drop Helps
⚠️ US inflation 🔥hotter than prior month Cooler than forecast 🥶 With Oil Drop, inflation fears easing CPI MoM 0.9% in line (Prev 0.3%) CPI YoY 3.3% (Forecast 3.4%, Prev 2.4%) Core CPI MoM 0.2% (Forecast 0.3%, Previous 0.2%) Core CPI YoY 2.6% (Forecast...
Fuel Oil Soars 44%, Used Cars Slip 3%
Price changes over last year (March CPI report) Fuel Oil: +44.2% Gasoline: +18.9% Gas Utilities: +6.4% Electricity: +4.6% Transportation: +4.1% Food away from home: +3.8% Medical Care: +3.7% Overall CPI: +3.3% Shelter: +3.0% Food at home: +1.9% New Cars: +0.5% Used Cars: -3.2%
Turn Every Conversation Into Immediate Leadership Insight
Every conversation is an opportunity but most people miss it. Listen carefully. Suspend judgment. Crystallize the learning. The best leaders don’t take minutes to learn - they do it in seconds. https://t.co/fUU3FsJbX7
US Inflation Near Forecast, Boosts Rate Mean‑Reversion Play
The US inflation report was clearly impacted by the Hormuz crisis, but it once again came very close to the Nowcast IQ (https://t.co/00SY5qimgl) estimate, just 4 bps off on core and slightly more on headline. Our dovish lean was also...
EU Delays China Strategy Amid Iran Crisis Urgency
China sidelined: EU shelves rare strategy debate as Iran crisis takes priority Taken together, officials say, the risk is that Europe confronts China’s industrial challenge with fragmented tools, without political alignment needed to act. Board of Trade? https://t.co/XG9G3bzpxw
Gasoline CPI Hits Record Rise; Supercore Climbs 0.18%
-Gasoline CPI up the most on record -Supercore CPI MoM +0.18%, now 3.14% YoY h/t @livesquack @macromicrome
Control of Hormuz Strait Determines Global Power Balance
Already both the U.S. and Iran are claiming to have won the war and are negotiating about the negotiations. As explained in my recent note, it all comes down to who controls the Strait of Hormuz, which will have big implications...
Gas CPI Component Spikes 21.2%, Biggest Rise Since 1967
Biggest monthly rise in the gas index component of CPI since 1967 - up 21.2%. The fuel oil component is up 30% https://t.co/3U67sTDxMt https://t.co/HDIylsibXc
India Postpones Coal Plant Upkeep Amid LNG Shortage
India is delaying maintenance on its coal power plants because of a gas supply crunch 🇮🇳 ⚠️ India’s LNG imports have dropped because of the war in the Middle East And with hot summer weather coming fast, India needs more coal...
March Inflation Hits 3.3% as Energy Prices Surge
JUST IN: Inflation soared in March to 3.3% y/y--> the highest annual rate since May 2024. The war in Iran is squeezing middle income and lower income households. **Inflation in March alone rose 0.9%. That’s the biggest one-month jump since June...
Stop Teaching Solutions; Spark Insight to Drive Demand
Your content isn't converting because you're teaching people to solve their problem. Instead of showing them why they can't solve it alone Education decreases demand Insight creates it
UK Solar Startup Attracts China, US Interest
The British Solar Startup Being Courted by Both China and the U.S. - WSJ https://t.co/sX60BYn0kE
March CPI Rises Modestly, Inflation Eases Below Expectations
"The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.9 percent on a seasonally adjusted basis in March ... The index for all items less food and energy rose 0.2 percent in March." CPI 3.3% YoY, Core 2.6% YoY Slightly less...
Trump Abandons Aggressive China Playbook, White House Reverses
Trump Quietly Scraps His Own Playbook on China The White House walks back the aggressive approach of the first administration, in a dramatic reversal Times change, leverage changes... https://t.co/emValbLeko via @WSJ
5 Simple Tools Powered My 438
Writing online is how I built an 𝕏 audience to 438,000 and a $20,000,000 digital business. But my writing tech stack could not be simpler. I never start writing without these 5 tools:
Know When Your Small‑Space Fulfillment Is Overwhelming
Every e-commerce brand starts the same way: packing orders from a spare room or small warehouse. At some point, that stops working. The question is: how do you know when you've hit that point? We have the guide 👇 https://t.co/r4ctl4lH4h
Russian Tanker Heads to Iran as Only Regional Oil Exporter
A Russian VLCC crossed the Strait of Hormuz heading to Kharg Island to load Iranian oil. Here you have a war against Iran and Iran is currently the only country in the region actively exporting oil on a daily basis —...
Essential Reads for Modern Leaders: Logic, Ethics, Growth
The Modern Leader’s Reading List: Logic, Ethics, and Exponential Growth by @Timothy_Hughes https://t.co/OcyJIbvFk0 @DLAIgnite #SocialSelling #DigitalSelling #Sales #Marketing #Leadership #Books #Strategy #Culture #Reading #ArtificialIntelligence #AgenticAI https://t.co/ErcYoM31Jp
Stadium Deal Triage: Endless Boondoggles Blur City Lines
It's going to be stadium deal triage day for me. I feel like Richie Hebner did about stadiums. As I look over all these boondoggle plans, I forget whether I'm reviewing a proposal for Kansas City, Tampa, Chicago, etc. https://t.co/Q4oByzeJAW
Create Cinematic Spy Transformations with Seedance 2
🚨Seedance 2 just landed on Lovart AI and it's the most insane video AI I've ever touched. I made a cinematic spy transformation video in one prompt. Here's the exact step-by-step so you can do it too ↓ https://t.co/52GDy14dgm
Yield Pullback Signals Chance to Trim Bonds
5/10-year yields just pulled back in uptrends... opportunity to reduce your (lagging) bond exposure into strength...
Discussing Strait of Hormuz on CNN with Laura Coates
My appearance last night on @CNN with @thelauracoates talking about the Strait of Hormuz. https://t.co/8c9CNwMekq
Higher‑than‑expected CPI Likely Rattles Markets
CPI Inflation out at 8:30. The expected number is 3.4% vs 2.4%. How will the market react? 🤔
Live at 11 Am: Inflation, Ceasefire, Gold Safe Haven
I'm doing my customary weekend livestream today at 11 am because I'm on the road tomorrow. I'll be talking about US inflation, the ceasefire and if it will hold and whether gold is still a safe haven asset. Come join...
Partnering with Iran Taints Business and Hinders Sanctions Relief
Ed makes the key point concerning tolls. Once you get in bed with Iran, you are doing business with a sanctioned government and whatever you do after is tainted. It will be difficult to conduct business with anyone else. This...
Private Equity: The Kid Who Hides Trouble Until Inevitable
Remember when you were a kid and got in trouble at school but held off telling your mom for as long as possible, delaying the inevitable? That's private equity today.
IMF Graphic Reveals Iran War’s Massive LNG Impact
😬Known info but still a stunning #IranWar #LNG graphic via the IMF's wider analysis of the war's impact. Link in next post. https://t.co/KokCb7gPBa
Unfair Reviews Can Mask Illegal Bias and Termination
An unfair performance review isn’t just “bad feedback.” It can be the setup. As an employment lawyer, I see this all the time—sudden criticism that doesn’t match your work is often masking bias and building a record to push you out. The...
US Deals Useless if It Can’t Control Israel
My friend & Johns Hopkins graduate Trita Parsi on the validity of any deal with the US: "If the US cannot control Israel, then what is the value of a deal with the US? Israel will restart the war and the...
Google Reveals Mobile Page Size Limits and Bot Constraints
I covered the latest SOTR podcast on SER -> Google Discusses Page Weight, Average Mobile Homepage Size, and Googlebot File Limit Sizes https://t.co/h3ts9Sdtec https://t.co/lxKeanoNJe
G10 Currency Consolidation Positive, Weekend Risks Loom
G10 Currency Consolidation Looks Constructive, but the Weekend Poses Risks: The dollar is mixed against the G10 currencies today, ahead of the March US CPI report. The dollar bloc and the Japanese yen are struggling. However, the tone is mostly…...