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Every morning
Weekly
Tuesday recap
Atai Capital Management posted a 5.0 % net loss for Q4 2025, underperforming the S&P 500, Russell 2000 and Russell Microcap benchmarks. The quarter’s top performer was Bel Fuse, which the firm subsequently exited, while a new undisclosed position in Kitwave Group was added and later acquired. The manager cited difficulty finding high‑conviction ideas and elevated cash levels as constraints. To accommodate future growth, Atai announced raising its AUM cap from $50 million to $100 million.
Adam Furness, who built Impact.com’s APAC and Japan business from a four‑person team to over 140 staff and more than 1,000 customers, announced his departure at the end of March 2026. He will take a short career break after a...
Mid-keynote. New brand. Nobody saw it coming. David Osborne paused his @CongaHQ Connect 2026 keynote this morning and unveiled a completely new identity — while CMO Celia Fleischaker's team was still finishing the rebrand across the venue in real time. The new...
Peter Lewis hosted a Money Talk podcast on March 11, 2026, featuring David Roche, President and Global Strategist at Quantum Strategy. Roche analyzed how the ongoing US‑Israel war could spill over to Iran, reshaping oil supply dynamics and broader economic...
Natalie Shpiegel, Director of Sales and Marketing at RIGID Industries, leverages a globally mobile upbringing and a diverse career spanning brand marketing, operations, and program management to drive growth. Her early moves across six countries honed rapid relationship‑building and adaptability,...
Lovable, the Stockholm‑based vibe‑coding startup valued at $6.6 billion, reported a 33 percent jump in annual recurring revenue, climbing from $300 million to $400 million in a single month. The company now serves over 15 million daily active users and generates 200,000 new projects each...
There are many narratives that are regularly spun by the spinners. One is that the UAE is more than a sunny place where shady people reside. Another is that it is a booming economy. Wrong. When you look at the data, the...
Partners Group Holding AG released its Analyst/Investor Day slide deck, providing a comprehensive view of the firm’s strategic direction. The presentation highlights a focus on sustainable private‑equity opportunities and a targeted 12% annual AUM growth. Geographic expansion, particularly in Asia,...
UN independent expert Muluka‑Anne Miti‑Drummond urged member states to adopt more progressive laws, policies, and implementation measures that protect the employment rights of persons with albinism. She emphasized that visual impairment, melanin deficiency, stigma and discrimination create significant barriers to...
Jared Smith will step down as CEO of Alterra Mountain Company at the end of the 2026 ski season, with the board’s executive committee assuming interim control. The company has not named a successor yet but will launch a comprehensive...
Founders in the MENA region often postpone marketing, treating it as a downstream activity after product development. The article argues that early marketing is essential for establishing a clear identity, positioning, and trust with investors and enterprise buyers. In a...
Investment in MENA startups slowed sharply in February 2026, with total capital deployed falling 42% month‑on‑month to $326.6 million across 62 deals. The UAE remained the dominant ecosystem, contributing $162.8 million from 23 companies, while fintech led sector funding at $94.7 million. Early‑stage...
I wrote about Bluesky's CEO switch. Jay Graber deserves lasting credit for building a big and bustling community. But the challenges ahead of the company are significant: https://www.platformer.news/bluesky-ceo-change-graber/
The Federal Circuit Court ordered a former casual employee of Tasman Rope Access to pay $125,000 in the employer’s legal costs after dismissing his discrimination claim. The judge found the employee’s conduct in the general‑protections proceeding to be manifestly unreasonable....
The People’s Bank of China set the USD/CNY reference rate at 6.8824, a 35‑month low for the dollar and a record‑strength yuan. The fixing, announced around 0115 GMT, follows a managed‑float system that permits a ±2% trading band. By choosing...
VinFast has pledged roughly $2 billion to expand in India and has hired more than half a dozen senior executives from Hyundai, Honda, Nissan, Renault, BMW and MG. The talent drive is designed to accelerate the launch of affordable electric cars,...
IATA’s 2025 World Cargo Symposium report finds air freight was pivotal in cushioning severe trade‑policy shocks, enabling $157 bn of front‑loaded U.S. imports in Q1. By accelerating shipments and opening new lanes, air cargo helped global trade expand 2.4%, pushing global...
Aswath Damodaran on the determinants of a company's lifecycle "What allows companies to grow quickly are: ease of scaling up, how quickly you can enter businesses, and how little capital you need to grow. But what causes companies to decline are...
Three years ago, SVB exposed who VCs really are. Not the ones who tweeted sympathy. The ones who wired money -- no docs, no terms, no theater -- before the government stepped in. Very few did. That's the test most...
Subaru of America reported that 141,184 “Gifts for Good” were redeemed by customers during its first year, each supporting a nonprofit or social enterprise. The initiative, part of the Love‑Encore post‑delivery program, let buyers choose mission‑aligned products or direct donations...
I feel like there’s war discourse and there’s Strait of Hormuz/energy discourse and some people are conflating the two in unhelpful ways even if they’re obviously linked.
I was interviewed two weeks ago by Mark Sobel at OMFIF about the outlook for the Chinese economy. It just came out. https://t.co/d6LFlYcl14
Queen Mary’s Faculty of Humanities and Social Sciences introduced a two‑day, faculty‑wide mentoring program for mid‑career researchers that replaces traditional KPI‑driven workshops with playful, creative activities. Participants used visual metaphors, silent paper‑tower challenges, and sensory exercises to reflect on career...
IEA Proposes Largest Ever Oil Release From Strategic Reserves…but if one country objects then it won’t go through (kinda like OPEC…) https://t.co/wnthFedVaT
If the administration’s strategy to keep oil prices down is to manipulate the market by making false and/or vague statements on social media about the war then well…points for creativity
India’s Bangalore‑based on‑demand household‑help platform Snabbit is negotiating a new funding round that would value the company at roughly $450 million. The startup, founded in 2024, has already raised $56 million across its seed and Series C rounds, up from a $180 million valuation...
At @fiftyyears we gave fast loans and even connected our personal bank accounts to portfolio companies' payroll systems to ensure they could pay their employees.
Just when cooling oil prices promised a bit of relief to the market, the US CPI report threatens to revive inflation fears. #inflation #CPI #StockMarket #OilShock #crudeoil #macro #trading https://t.co/2xB2LsqJuF
Australia's wage price index shows real wages slipped 0.3% in 2025, leaving earnings about 6% below the pandemic‑era high of late 2011. The Reserve Bank of Australia’s February monetary policy statement signals no near‑term recovery, projecting real wages will stay...
China’s exports SURGED by 21.8% in the first 2 months of 2026. Trump’s international trade war is BACKFIRING. Thanks to Trump, CHINA IS WINNING THE TRADE WAR, BIG-TIME. https://t.co/h0s5xlnA1N
We're looking to hire to build this vision - Head of Product - Head of Talent - Director of Sales - GM Among other roles... Link in first comment
The article warns that the economic shock from the Israel‑U.S. attack on Iran—dubbed Gulf War III—exposes how fragile global trade is when shipping routes are disrupted. It argues that a military move against Taiwan would create a similar, if not larger,...
China’s Export Machine Keeps Pumping Ahead of Trump Visit—After record trade surplus in 2025, new figures suggest tensions will persist @LandersWSJ @TByGraceZhu https://t.co/siI2mnk49t https://t.co/siI2mnk49t
Supply of Single-Family Homes Surges to Highest for February in 9 Years, Demand Stuck in the Deepfreeze. Condo sales plunged to a record low shared with two other months https://t.co/U3vgbxThRe https://t.co/3Dk5D9QugD
Exponent (EXPO) posted Q4 2025 revenue of $147.4 million, an 8% year‑over‑year increase, and net revenue of $129.4 million, up 5% despite a shorter quarter. Adjusted for the missing week, net revenue would have risen in the low double‑digits, while EBITDA margin...
Good morning (still in Hanoi), @NatixisResearch @natixis published our Global Cross-Expertise overnight & please take a read for our views on: Oil & gas Metals & Precious Metals Macro Impact (Asia, Middle East, Europe, US & LatAm) Financial Market Impact (equities, rates, FX).
Gasoline Prices Spike, Now up 25% since January, Diesel Prices 40%, Heating up Inflation. California is back over $5. Prices in Texas jumped by 25% month to month, to over $3.23. https://t.co/hv90K5cgPf https://t.co/NCe7JLzqmA
Developer workflow fragmentation is causing a hidden factory of rework, draining roughly 12 hours per week per engineer and inflating mean time to recovery. The lack of standardized CI/CD and environment provisioning leads to a 30 % capacity loss and up to...
"Beijing is not allergic to spending. It is just not confident about spending that gives households too much autonomy over how to use the money." --@ZichenWanghere Very good read on the need for rural pension reform, among other things https://t.co/HMmzkQ9ZMn https://t.co/sEMkJotQeP
CuriosityStream reported a 40% revenue jump to $71.7 million in 2025, propelled by a surge in AI‑training licensing and a solid subscription base. Gross margins rose to 60% in Q4, delivering a fourth straight quarter of positive adjusted EBITDA and a...
Flotek Industries reported a strong Q2 2025, with total revenue up 26% year‑over‑year and data analytics revenue surging 189% to represent 10% of company sales. The newly acquired PowerTech assets contributed $3.2 million in revenue and roughly $3 million in gross profit...
The long‑standing debate over using credit‑linked notes (CLNs) versus special purpose vehicles (SPVs) for significant risk transfer (SRT) transactions in Spain has re‑emerged. Practitioners now argue that the choice of structure matters less than the comfort level of investors, who...
New research by Portes and Springford (2026) uses synthetic difference‑in‑differences to quantify Brexit’s effect on foreign‑born workers. The study finds that EU‑origin employment fell by about 785,000 by 2024, while non‑EU employment grew by roughly 992,000, resulting in a modest...
Vanda Pharmaceuticals reported 2025 revenue of $216.1 million, up 9% year‑over‑year, driven primarily by Fanapt’s 24% sales increase and a successful bipolar launch. The company secured FDA approval for tradipitant (Nirius) to prevent motion‑sickness vomiting, with a commercial rollout slated for...
Oil‑Dri Corp. reported strong Q2 FY2025 results, with double‑digit sales growth in its fluids‑purification, animal‑health and crystal cat‑litter segments. Gross margin rose 11% year‑over‑year, delivering $22 million of EBITDA and enabling a $5 million debt paydown while the revolving credit facility remains...
RADCOM reported a record $71.5 million in total revenue for 2025, up 17.2% year‑over‑year and surpassing the midpoint of its guidance range. Gross margin improved to 76.8% and operating margin hit 20.6%, while cash reserves reached an all‑time high of...
Scorpio Tankers reported Q4 2025 adjusted EBITDA of $152 million, bringing full‑year adjusted EBITDA to $568 million. The company shifted from a $3.1 billion net‑debt position in 2021 to a $309 million net‑cash balance, supported by $1.7 billion of total liquidity and $450 million of debt...
Ingram Micro reported Q4 2026 net sales of $14.88 billion, up 11.5% year‑over‑year, and non‑GAAP EPS of $0.96, surpassing the top of its guidance. Adjusted free cash flow hit $1.63 billion, the strongest quarterly level in over a decade, while the company...
CareDx reported fourth‑quarter 2025 revenue of $108.4 million, a 25% year‑over‑year increase, driven by strong testing services and rapid growth in patient‑digital solutions. Adjusted EBITDA fell 34% to $6.5 million, reflecting a one‑time $6.7 million non‑executive cash bonus, while cash balances topped $200 million...
KLX Energy Services reported a record 2025 year, delivering $406 million of free cash flow and repurchasing over $100 million of stock. The company reduced debt by $130 million, bringing the debt‑to‑capital ratio to 21.4% and ending the year with $542 million of liquidity....
