China's consumer economy posted its weakest growth since December 2022 as April retail sales badly missed consensus. Pakistan deployed troops, fighters, and Chinese air defense systems to Saudi Arabia under a mutual defense pact with an expansion clause that could reshape Gulf security. Semiconductors now exceed the dot-com-era aggregated tech peak as a share of the S&P 500, heading into Nvidia's Wednesday earnings.
“The most honest thing you can say at the start of a week like this one is that you do not know. And the most useful thing you can do with that honesty is act anyway, carefully, with your eyes open and your positions sized for surprise.”
“Monday mornings are not beginnings. They are continuations. The person you were on Friday is still here, carrying the same unfinished thoughts and half-made decisions. The kindest thing you can do is pick up exactly where you left off instead of pretending you need a fresh start.”
“The people who shaped you most never set out to do it. They just showed up consistently. That might be the whole secret.”
Pakistan has deployed 8,000 troops, a JF-17 fighter squadron, two drone squadrons, and a Chinese-made HQ-9 air defense system to Saudi Arabia under a mutual defense pact with a…
China's April retail sales grew 0.2% year-over-year, the weakest since December 2022, badly missing the +2.0% consensus, while industrial output hit 4.1% versus 5.9% expected…
“He said not 'Thou shalt not be tempested, thou shalt not be travailed, thou shalt not be dis-eased'; but he said, 'Thou shalt not be overcome.'”
— Julian of Norwich, Revelations of Divine Love
**Today's practice: before your first meeting, name the single thing you are most dreading about this week. Then ask one question: has this kind of thing overcome you before? If the answer is no,…
You have watched a good idea spread through your organization and wondered why, by the time it reached the third team, it was unrecognizable. The original proposal was sharp. The pilot worked. The rollout was approved. And yet what arrived at the…
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The number that should organize your thinking this week is not Nvidia's earnings estimate, not the 30-year yield, not the oil price. It is 18.45%. That is…
The temptation this week is to treat NVDA earnings, the Barakah drone strike, the sulphuric acid shortage, and the 30Y yield at 5.12% as four separate…
Iran suspended its stock market on February 28, the day US and Israeli airstrikes began. For 78 days, the Tehran Stock Exchange has been frozen.…
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