
Mekorma and Continia announced a joint solution that delivers end‑to‑end accounts payable automation directly inside Microsoft Dynamics 365 Business Central for North American customers. Continia provides OCR‑driven invoice capture, approval routing, and document management, while Mekorma adds vendor onboarding, compliance validation, and multiple payment execution options. The integrated workflow eliminates the need for separate tools, reducing manual entry and improving visibility across the invoice‑to‑payment cycle. Partners can implement the solution faster with coordinated support, lowering project risk and scope changes.

Aon has named Joe Peiser as CEO of its Risk Capital division, where he will oversee the firm’s commercial risk and reinsurance capital capabilities. The role places him at the nexus of solution‑line, regional, and Aon Business Services teams to...

Prominent Chinese economists Miao Yanliang and Ju Jiandong have called for easing capital controls, arguing that the current weakening U.S. dollar and a strengthening yuan present a rare opportunity to increase the currency’s value abroad. They describe 2023 and 2024...
Alphabet Q4 2025: Search reaccelerated to 17%. Cloud hit 48% at 30% margins. Full breakdown live for SCIS members: https://steadycompounding.com/investing/alphabet-q4-2025/

The Centers for Disease Control and Prevention and the National Institutes of Health announced a new performance‑review framework that links lower ratings to easier termination. The policy reclassifies a swath of federal staff into a category with reduced civil‑service protections,...

Recent federal cases reveal a wave of tax fraud spanning the pandemic era, from a Florida tax preparer who filed 458 false returns costing the IRS $12.9 million to a Georgia group that siphoned $1.3 million in COVID‑related credits. A mining business...

Enterprise buyers are increasingly turning to generative AI before traditional search, with 55% of large firms starting research with AI. This shift moves the sensemaking phase—defining problems, categories, and criteria—upstream into conversational interfaces, effectively shaping the Day One shortlist. Reports show...

The Export‑Import Bank of Thailand unveiled a 50‑billion‑baht working‑capital facility to shore up exporters’ liquidity amid heightened global volatility. President Charat Rattanaboonniti said the bank will also provide export and foreign‑exchange insurance while urging firms to hedge currency risk with...

🔴 TOMORROW: US CPI drops at 8:30 AM Core forecast at a near 5-year low. Hot print → Nasdaq dumps Cool print → Rate cuts back on the table Either way, there's a trade to be made. Join me LIVE at 8AM ET to...

Record gold prices + a weakening dollar don’t scream “risk-on.” They signal global capital reallocation and rising demand for insurance amid lingering policy uncertainty. Hedging behavior is increasing even as equities grind higher.

Science Applications International Corp (SAIC) is scaling back its pursuit of certain enterprise IT contracts, opting for a more selective approach that emphasizes higher‑margin, fixed‑price work on the civilian side. The CFO highlighted that defense agencies still prefer cost‑plus contracts,...
Humbling 30 year Biotech stats shared by @verdadcap in a recent report: Just over 1,000 biotechs hit $200M mkt cap at some point. Of those, 67% have lost value (had cumulative negative returns), vs 48% for all other US companies....

TikTok has partnered with Fabulate to embed its Symphony generative‑AI suite into the influencer‑marketing platform, creating a unified workflow for brands and creators across APAC. The integration adds AI dubbing, video generation and licensed digital avatars directly into Fabulate’s SparQ 2.0...

The MacroBusiness note observes that the U.S. dollar index (DXY) halted its decline amid political headlines, while the Australian dollar stayed firm despite broader risk aversion. Beijing is expected to intervene to limit further yuan gains, and the resilience of...

The EEOC and OPM released new technical assistance urging federal agencies not to apply a blanket denial of telework accommodations for employees with disabilities. The guidance stresses that telework decisions must be fact‑specific and comply with the Rehabilitation Act and...
A new Glassdoor survey shows 63% of employees describe their job relationship as “complicated” or ready to break up, highlighting rising disengagement. Demand for HR professionals has fallen more than 20% from pre‑pandemic levels, according to SHRM. Meanwhile, Target announced...

Apple has agreed to acquire Canadian startup Kuzu, a developer of lightweight embedded graph database technology, as disclosed to the EU under the Digital Markets Act. The acquisition, finalized on Oct. 9, 2025, includes all Kuzu shares and select employee...

The episode covers four major Asian market stories: Singapore’s 2026 budget under Prime Minister Lawrence Wong, which projects a surplus, boosts AI investment, and offers household cost‑of‑living credits; the political fallout in the US as the House votes to overturn...

Tomorrow is CPI for January. It's a month that has burned us repeatedly -- core CPI inflation (month-over-month) tends to pick up in January. Consensus forecast has a pickup *but* we do not have a clear sense of the...

The IRS and Treasury issued Notice 2026‑15 to clarify how the One Big Beautiful Bill Act’s new foreign‑entity restrictions apply to clean‑energy tax credits. The notice defines “prohibited foreign entity,” outlines a material‑assistance cost‑ratio calculation, and provides interim safe‑harbor tables for Sections 45Y, 48E and 45X. Taxpayers can...

The United States is actively negotiating with Brazil to develop processing capacity for heavy rare earths, leveraging financing from the Development Finance Corporation. Recent DFC investments have backed the Serra Verde and Aclara rare‑earth projects, which together aim to boost...

James Zimmerman has resumed his role as chairman of the American Chamber of Commerce in China, bringing nearly three decades of on‑the‑ground experience. He argues that the anticipated Trump‑Xi meetings in 2026 present a rare chance to pivot bilateral relations...

LinkedIn unveiled Premium All‑in‑One, a $99.99‑per‑month subscription that bundles sales, marketing and hiring tools into a single dashboard. The service includes unlimited searches, InMail credits, AI‑driven messaging assistance and auto‑invite functionality. New users receive $100 in trial credits for job...
Luca de Meo, Kering's new CEO, is shaping a turnaround after his first quarter, emphasizing insulation from the fashion cycle, granting designer Demna Gvasalia creative freedom, and recruiting non‑traditional executive talent. He told investors he will not poach rival executives,...
Building AI tools for business acquisition and franchise analysis. Always down to chat with others innovating in this space. DM me
A good canary in the coal mine for AI-caused job loss will be call centers. We're currently projecting ~2.75M call center jobs in the US in 2026. In 2016 it was ~2.63M. The global call center market size has grown...

EY announced that Joe Link will assume the role of Americas Vice Chair – Assurance on April 1, succeeding Dante D’Egidio, who moves to US managing partner. Link brings nearly three decades of financial services experience and will oversee a...
The latest benchmark revision of the All‑Employees Total Nonfarm Vintage index reveals that post‑Liberation Day employment figures are weaker than previously reported, especially for August. The revised data shows a sharper decline during months associated with tariff policies, while months...

Xero’s Emotional Tax Return 2026 Report reveals that 81 % of U.S. small‑business owners feel more stressed than in prior years, losing the equivalent of 33 working days annually to financial worry. Rising costs (44 %) and unpredictable demand (28 %) are the...

Scott Borchetta is departing HYBE America after five years as CEO of Big Machine Label Group, which HYBE acquired in a $1.05 billion deal in 2021. Borchetta, the founder of Big Machine Records, will continue to use the brand for independent...

In the Predictable Revenue Podcast, Nick Mason, co‑founder of Turtl, argues that product‑market fit (PMF) is a moving spectrum rather than a finish line. He warns founders that early traction can be deceptive if driven by a single loud customer...

Booz Allen Hamilton has launched the general availability of Vellox Reverser™, an AI‑driven malware reverse‑engineering platform that automates deep analysis at machine speed. The solution leverages a resilient agentic AI architecture, AWS Lambda, Bedrock and Step Functions to ingest samples,...

Roku reported $4.737 billion in net revenue for 2025, a 15% year‑over‑year increase, while streaming hours rose 15% to 145.6 billion. The company highlighted record‑breaking Premium Subscriptions net adds in Q4 and a 75% jump in Roku Sports sign‑ups. The Roku Channel...

Mexico dispatched two flag‑registered vessels to Havana, delivering over 814 tons of food and essential supplies amid a U.S. crackdown on oil shipments to the island. The aid, loaded in Veracruz, includes dairy, meat, grains, canned fish and hygiene items, arriving...

Salesforce is embedding its CRM directly into Slack, creating a unified workspace where customer data and real‑time conversation coexist. The integration leverages AI agents, including the new Slackbot, to read both structured records and chat context, enabling automatic updates, risk...
Whose ready for the short-squeeze in software over the next week because the 26 year-old analysts at the multi-platform funds convinced their PM's to go max short? Then we'll get the Consumer Staples pullback at the same time, when all the...

Gen II announced a strategic hire of the former head of CLO and loan agency services from US Bank, bolstering its private credit platform. The addition expands Gen II’s expertise in collateralized loan obligations and loan administration. The move reflects...
The most interesting thing about Seedance 2.0 is that clips can be just long enough (15 seconds) to have something interesting happen, and the LLM behind it is good enough to actually make a little narrative arc, rather than cut...
The Catalyst Machine | Ep. 931 How Capital Markets Quietly Rewired Translational Therapeutics https://t.co/lWNRxW0wuQ https://t.co/l14X2JfrLX

Hitachi Vantara’s State of Data Infrastructure Global Report 2025 finds that infrastructure maturity, not sheer scale, is the primary barrier to reliable AI workloads. Surveying 1,200 large‑enterprise IT leaders, the study classifies firms into Emerging, Defined and Optimized, with only...

#CubaWatch🇨🇺: Cuba’s socialist disaster produces an inflation rate of 46%/yr. That makes Cuba the WORLD’S FOURTH-HIGHEST INFLATOR. I remain the only reliable source of inflationary measures in Cuba. https://t.co/tNgaFALVro
The axe is still swinging above CBS News. The Paramount Skydance unit is considering a fresh round of layoffs, according to three people familiar with the matter, and the cuts could total at least 15% of current staff... https://t.co/jKKuul7ixE via @variety
Large companies have distribution; startups have innovation, and maybe even a product people love. When each party's weakness maps onto the other's strength, that feels like the kernel of a deal. But typically it isn’t. Here’s how to make it work: https://t.co/tWykmze29I
Sourcing is the single hardest part about venture. Equally followed by actually getting on the cap table of the best companies.

"Aluminum prices in the US have been rising faster than global prices for much of this past year because of tariffs. The so-called US Midwest premium...climbed to an all-time high of $1.03 a pound on Wednesday" https://t.co/lVUj91ooyh https://t.co/lIKmsxcJem
There are reasons to argue about financial bubbles in the funding of data centers, but it is increasingly clear from the numbers that the frontier AI companies are showing that AI is, indeed, a very massive business with high demand...
Its a warning shot to people who think tariffs are going to secure reindustrialization. Is it sustainable? Industrial policy can't be on and off and work.

🆓 Thursday links: tight credit spreads, fast food woes, and who is paying the cost of tariffs. https://t.co/NOuKmm78S8 image: https://t.co/Lhs7cz5vWL https://t.co/nj3y6g7t8i

Congress’ fiscal watchdog, the CBO, has just indicated that Trump’s fiscal policies will add $1.4 tn to the US deficit over the next decade. US GOVERNMENT SPENDING IS OUT OF CONTROL. https://t.co/BZNx1n4jtt
Secretary Wright, the only way to save Venezuela's oil industry—and I say this as an entirely disinterested party—is to tie any US support to reqs that the VZ oil ministry publicly publish regular, detailed oil industry statistics Simple bulk CSV file...