Warsh Pushes Balance Sheet Shrinkage via QE Resolution Fund
As I wrote with Matt Sekerke in @WSJ, the new Fed Chair, Kevin Warsh, is CORRECT. He wants to SHRINK the Fed’s balance sheet. So do we. The only way to do it cleanly and rapidly is through the establishment of a QE resolution fund. https://t.co/kIzkvF2igQ
PE Interviews Demand Impossible LBO Modeling From Rookies
we need to broadcast PE associate interviews this way… like imagine David Sambur screaming at a first-year GS analyst demanding an LBO model with multiple cash sweeps, IPO and M&A exit toggles, etc.
Airline Mergers Stumble: From People Express to Spirit‑JetBlue
Just factually speaking People Express went out of business in 1986 and the Spirit-JetBlue merger was rejected in 2024 under the Biden Administration’s DOJ. https://t.co/v0tu3Hkd46
Betting Markets Predict Trump Will Acquire Spirit Airlines
Trump Says “I Think We Just Buy” Spirit Airlines — Here's What Betting Markets Expect - View from the Wing https://t.co/JpaaYmnOjS
SVB Rebrand Risks Losing Loyal Customers and Mission
Call me old school, but I'm not thrilled about the rebrand of SVB>>First Citizens. I know the *why*, but pretty sure that severing that connection to the past and the history of Silicon Valley is going to cause customer flight....
Voters Must Judge $1,700 Household Stadium Subsidy
An objection I'm hearing is that this deal is about more than economic return (though that's the chief booster talking point). So, let's vote on it. $1 billion subsidy spread across 585K Hillsborough Co households is $1,700 per HH. Let's...
Money Supply Growth Hits 3.5%, Far Below Historic Median
The collective money supply growth rate across the US, Japan and Eurozone is 3.5%, lower than 83% of all readings since 1997. The median is 4.9%. I don't want to minimize Hormuz, but as far as this chart is concerned,...
CAR‑T Turnaround: Kelonia’s LLY Deal Signals New Pharma Play
A VERY SPIRITED interview w/ Venrock VC Bryan Roberts re: Kelonia Therapeutics and its $LLY deal on this week's Readout LOUD podcast. A CAR-T biotech’s dramatic turnaround, and drugmakers’ tactics to drive more scripts https://t.co/600DsE1cBm via @statnews
Companies Prefer Backend‑Forward Developers Over 50/50 Full‑Stack
Most full stack roles aren't asking for a 50/50 split. A 70/30 backend-forward developer who builds with the frontend team in mind is exactly what a lot of companies actually need. Frame it that way.
From $50 Slack to $15M: Build Your First Digital Product
Ship 30 began as $50 for a Slack channel—and I refunded my first 60 customers. But since then, I've generated $15,000,000 with digital products. And on April 27th, I'm launching a bootcamp to help you build your first digital product. Hop aboard here:...
AI Cameras Become Essential for Modern Office Efficiency
Smart office tech is no longer a luxury. AI cameras and real-time intelligence are becoming a business imperative for better meetings and employee experiences. #FutureOfWork #CIO https://t.co/rNDUA2uhNx
Meta's Layoff Notice May Trigger Mass Job Searches
"Meta will notify employees who are being laid off on May 20..." Seems like that risks encouraging 1000s more employees than you intend to lay off to look for a new job https://t.co/kmiK5Q2kQ6
SaaS Brands Must Win Niche Creator Trust for AI Search
SaaS brands are about to compete for creator partnerships in a way I don’t think they’re fully aware of just yet. Lots of leverage in the hands of people with niche subject matter expertise owning their topics. Trust comes from...
Public Photos Fuel Potential Character Assassination of Patriots Coach
With basically everyone a potential photographer these days, and with Mike Vrabel being super recognizable & not exactly hiding while in public places, makes you wonder how many photos there may be. And those in possession of them could sell...
Private Credit Differs Yet Echoes 2008 Shadow Banking Risks
Two things can be true at once: private credit isn't identical to 2008-era shadow banking, and some of the same vulnerabilities may be creeping back. Similar enough to inspect closely.
Private Credit Masks Volatility, Echoes 2008 Shadow Banking
Private credit may hide volatility, but hiding it doesn't make it disappear. We learned that lesson with shadow banks in 2008. Is private credit just shadow banking with a new name? Partly yes, partly no. The honest answer is rarely...
Wisconsin Sues Major Prediction Markets over Illegal Sports Betting
NEW: The Wisconsin Department of Justice has sued prediction market platforms Kalshi, Robinhood, Coinbase, Polymarket and https://t.co/jeBmEO492C in state court over alleged illegal sports betting, seeks preliminary and permanent injunctive relief to halt sports-event contracts. https://t.co/MxLvGJoq4c
Only Green/Yellow Status Hides Risks; Need Transparency
Status reports showing only green and yellow? If there's no red or detailed risk mitigation, something's being hidden or overlooked. Transparency is key for project success. Executive teams need to know the risks to provide support. #ProjectManagement #Transparency https://t.co/Q5YAwF8kkg
Leaders Decide; Evidence Is Insight, Not Action
Stop asking insights to do the work of leaders. Evidence informs. Leaders decide. Organizations move or stall based on whether those roles are clear and enforced. Insight is evidence. Evidence demands interpretation. Interpretation demands decision. https://t.co/sQqOka4PcI https://t.co/qTcZsruswN
Turn a Layoff Into Startup Success and Happiness
If you’re laid off, create or join a startup — that’s the best path to unlimited upside and happiness https://t.co/VbsStEV0EN
Ari Emanuel's 2025 CEO Pay Soars to $67.4M
Ari Emanuel’s Pay Package as CEO of TKO Group Jumps to $67.4 Million in 2025 https://t.co/WHbgJ250rc
Most Leaders See AI Job Shift, Few Workforce Ready
87% of business leaders expect AI to reshape jobs within a year, yet only 29% believe their workforce is ready. https://t.co/2JDkhLaW2e #sustainability #AI #5G #cloud #edge #futureofwork #digitaltransformation #futureofwork @Kyndryl @WayneState https://t.co/QceC7obzhz
Explore Healthcare Benefits Insights in Podcast Transcript
If you care about HC benefits, read the transcript. Listen to the Pod It’s good https://lnkd.in/gfE2wJwz
Two Developers Outpace OpenAI on Product Hunt
Nothing to see here. Just 2 guys who built an app in 10 days casually beating multi-billion dollar @OpenAI on Producthunt. https://t.co/5eFwHLAlpC
Intel's Forward PE Skyrockets Compared to Nvidia, AMD
$NVDA at ~20x forward PE $AMD at ~40x forward PE $INTC at ~100x forward PE Makes perfect sense. 😅
USVC to Open Global Investing, Waitlist Now
The biggest "feature request" we have had so far for our public venture fund, USVC: How to invest if you don't already live in America While we cannot support this yet, we hope to roll this out very soon in the coming...
Replit Thrives After Swapping SF for Spacious Foster City
Two years since Replit left SF. 10x valuation and 200x ARR later we’ve taken over much of the old IBM campus in Foster City and we’re still expanding. There’s something poetic about it: IBM helped create the industry. We’re helping reinvent how...
F1 Faces Uncertainty Over Middle East Race Schedule
How much uncertainty is there in Middle East events right now? @F1 is considering re-adding Bahrain GP onto the schedule in October, while also assessing whether it can do Qatar/UAE a month later. More from @JustBirny 👇 https://t.co/LuXsdL6ZHP
Launch Narrow MVP, Scale Vision with Rapid Iterations
Startup TLDRs for AI era: One shot hyper thin wedge, fat vision, hyper fast iteration loop. Use market harnesses.
Pizza Hut’s Sales Slump: Half Quarters Negative Since 2008
Some notable insight, particularly that Yum believes that the new owner might have to own some locations but that's not something Yum wants to do, which probably makes sense. Here's something, however: Since 2008, 47.5% of Pizza Hut's quarterly same-store...
Top SaaS AEs Ask Three Hard Questions, Others Miss Quota
3 questions that separate the top 1% of SaaS AEs from everyone else: 1. "What happens to your business if this doesn't get solved in Q3?" 2. "If we prove the ROI today, what would need to be true for you to...
Key AI Trends Every Finance Professional Must Track
Here are the #AI developments that #Finance pros should be tracking by Betsy Vereckey @MITSloan Learn more: https://t.co/nnD77Z7ail #MachineLearning #ArtificialIntelligence #ML https://t.co/kOfvqheC89
X Is a Launchpad, Not a Retention Strategy
#buildinpublic is fast food marketing Quick sign ups, high churn There are a lot of smart people marketing their SaaS exclusively on X And they all have one thing in common - disastrously high churn of >20% a month These founders have to replace...
US Announces Preliminary Antidumping Tariffs on Solar Imports
Commerce releases prelim antidumping tariffs in India, Indonesia, Laos solar case #energysky -- via Solar Power World: https://t.co/JT14vdnOoi
Layoff Reports Miss Critical Net Hiring Data
Layoffs + closing open roles is serious. News stories about layoffs often make no mention about openings, hiring, net headcount, which is important if you’re trying to connect the anecdote to a bigger macro story
Double Blockade in Persian Gulf Spikes Global Energy Prices
The situation in the Persian Gulf has worsened. Despite the ceasefire, a double blockade has broken out. It's one big cluster, and the global energy markets are feeling the heat. #iranwar #crudeoil #geopolitics https://t.co/iV7sYWClso
Expand Using Existing Strengths, Not Just More
Product is working, business is cooking, time to 𝘦𝘹𝘱𝘢𝘯𝘥! But “more” isn’t always more. What direction should you expand? In a direction that leverages what you already have. Here’s how: https://t.co/PaddbfaVoA
Paramount Merger Wins Overwhelming Shareholder Approval
WBD shareholder vote tally on Paramount merger: * For: 1.743 billion shares * Against: 16.3 million shares * Abstain: 2.37 million shares https://t.co/SuUqxaA7dz via @variety
Culture Drives Leadership, Experience, and Business Success
Why Some Companies Win and Others Don’t: The Golden Thread Explained https://t.co/m2gPHtMdzd Golden Thread: Culture → Leadership Decisions → Employee Experience → Employee Behavior → Customer Experience → Business Outcomes https://t.co/XNBVm0W5JF
Investors Reject $888M Zaslav Parachute; Board Still Pays
This just in. Warner Bros. Discovery investors cast votes representing 1.4 billion shares AGAINST David Zaslav's golden parachute, that could cost the company $888 million. The board has indicated it will pay him the money, regardless of the...
Traffic Decline Doesn't Hurt Lead Quality Anymore
Traffic is down 45% year over year for this client in a niche B2B space. And yet, lead volume and quality is exactly the same comparing April versus last year. I am seeing this across the board, client after client....
Claude's Confident Yet Outdated Meta Ads Advice Misleads Marketers
Claude's guidance on Meta ads, pixels, audiences, etc is wildly bad and outdated, but said soooo confidently. I've seen too many founders and marketers freak out about something minor because of Claude's analysis about something they didn't understand.
Oil Would Need $350 to Trigger 1970s‑style Inflation
My Leading Inflation Index has jumped to 3.95% after the recent surge in oil prices. But even this is not even remotely close to resembling the 1970s. In order to get a 1970s style rate of inflation (10%+) you'd need...
Admin Claims New Iran Terror Premium in Oil Prices
From the @DallasFed special edition of its energy survey: “… The administration’s comment about an “Iran terror premium” existing for decades with oil pricing is laughable. But now the administration has created one where it did not exist before…” — anonymous...
Easy Policy Fuels Stock Rise, Then Yield Spike Crashes Markets
One of the popular narratives is from those focused on easy policy stance and persistent inflation. It follows the purple line. Higher stock prices with modestly higher yields driven by growth and inflation and then a capitulation by central...
Home Bancorp Targets Bigger Acquisitions Amid Rising Stock
Home Bancorp $HBCP eyes larger M&A as stock price improves | S&P Global Market Intelligence https://t.co/yi98Ndxs6f
Free Pinterest Marketing Kit: SEO, Design, Templates
The FREE Pinterest Marketing Kit 📌 Pinterest SEO Checklist 📌 Pin Design Checklist 📌High-Converting Canva Templates
Don't Rush KC Lease Extension; Let V
There is absolutely zero reason to rush this. The team has an additional year on its existing lease, which could easily be extended. There is no excuse not to put this to the citizens of KC for a vote. None....
White House May Extend Jones Act Waiver 90 Days
90 days? As in 3 more months? Surely they can't expect the Hormuz crisis to last until July... right?
China Advances Tech, Economy Hesitates, Military Stalls
our first ask ian live. a caller asked if china is shifting from second gear to third. technologically, yes. economically, maybe. militarily, not so much. xi still playing the long game. @gzeromedia