NIL Turned College Sports Into Minor‑league Spectacle
NIL has destroyed college sports. We had a really good run there for a while when college sports mattered and the players and teams meant something to each other. Now it’s just the minor leagues.
Orion's $40bn DRC Deal Could Redefine Western Copper Supply
Orion’s possible 40pc purchase of Glencore’s DRC mines could reshape western copper and cobalt access. https://www.metalnomist.com/2026/04/orion-glencore-drc-stake-sale-could.html
CFO Sells 75% Stake
When the 10b5-1 dumps 75% of the CFO’s stake in a single transaction… $HIMS https://t.co/PzJ8IuSh8u
Chart Reveals Dramatic Trend Despite Revenue Recognition Caveats
There are plenty of caveats to this chart (not least how partnership revenue is recognised) but this is a pretty dramatic story
Stagflation, Debt Surge Prompt Rate Cuts, Boost Real Assets
Ladies and gentlemen: Stagflation at record debt levels. Now imagine being forced to cut rates as inflation reaccelerates. Real assets are about to get very interesting. https://t.co/KMgGEdt8ru https://t.co/hbpbojd6Yg
Trump Tariffs Trigger Another $15‑20 B in Farm Subsidies
Another $15-$20 billion in US farmer subsidies may be coming, thanks (again) to Trump's tariffs: https://t.co/872jQQ9zXA https://t.co/q8my1D6OiM
ESPN Won’t Control WWE Creative, McAfee Plot Rumored
ESPN ain’t dictating creative to WWE Obviously they want McAfee in the mix but no one there is banging pots and pans for him to be the secret Randy Orton caller It’s probably been planned at least dating back to when...
Buy DXY on Break Above 100.20 as USD Rises
Macro: USD strengthens as global stress persists. Key factors: robust US data, rising oil and yields. Risks: Middle East tensions and higher inflation. Trade: Buy DXY on a clean break above 100.20; targets 101–103. — Viktor Kopylov, PhD, CFA More insights:...
Blaming “America Inc.” Fuels Global Price Surge
ICYMI - My thoughts in the FT on what happens if "America Inc." is now blamed for higher global prices https://t.co/SqaqFvPCfI
OpenAI’s TBPN Deal Mirrors Standard Sponsorship Practices
It’s easy / tempting to overthink OpenAI’s acquisition of TBPN. But as a brand marketing campaign, it’s not egregious. Oracle has a five-year, $500MM sponsorship deal with F1 racing. Adidas pays Real Madrid $158MM annually for sponsorship placement on its...
Labor Relations, Not Executive Orders, Ensure College Sports Stability
Great to join @finebaum on @espn to talk about President Trump's new executive order on college sports and why, IMO, the ultimate path to stability in college sports is through labor relations—not executive orders, not Congress and not antitrust lawsuits:...
Founder Reality: The Pain and Suffering Is Real
If you’re a founder, you will appreciate this. The pain and suffering is real. https://t.co/jmgZBY7Wks
Meta’s Attribution Loss Hovers at 10% Despite New Multipliers
Generally seeing the “attribution loss” from click to engaged view be about 10% across most clients within Meta. Developing new multipliers for each client still operating on 7DC, however a lot already shifted to IA attribution so those were not impacted. I...
Jamie Dimon's Top Five 2026 Risks
MyPoV: always worth a read. Five Risks Jamie Dimon Is Worried About in 2026 https://t.co/iskXH0hs1z
California Fast‑food Wage Hike Harms Intended Beneficiaries
Very useful insight on California fast food minimum wage. No surprise on the outcome (generally worse for the folks attempting to be helped) but it's good to have the data.
WRLG Lands $75k/Month Peter Schiff Marketing Deal
$WRLG.v signed 12-mo marketing deal w/ Peter Schiff's Euro Pacific: $75k USD/mo (max $900k) for podcast reads & social mentions. Schiff/EPAM already own 700k shares & may buy more. Announced Mar 17 w/ drilling update. Peter schiff replacing Gwen Preston as ir...
CM Punk Advises Ari Emanuel: Cut Ticket Prices
CM Punk essentially just told Ari Emanuel “if you want to sell more tickets lower the prices” Spicy 🌶️
Macro Volatility Returns: Inflation Threats and Earnings
Stabilization Into A Trap 💫Searching For A Bottom 💫Another Trump Ultimatum 💫Mechanical Flows Waiting For Gamma Flip 💫The New Macro-Driven Volatility Regime 💫Earnings - Opportunity or As Good As It Gets 💫The Week Ahead: Inflation Threatens https://t.co/Y1dcSGIrPf
ESPN to Cut Around 30 Off‑Camera Jobs
ESPN is about to be hit with a round of layoffs. I’m told the number will land near 30, primarily in off-camera departments. My story for @PuckNews: https://t.co/GNxIfhNx3g
Rethinking B2B Marketing Foundations for Modern Success
The invisible architect: Reimagining B2B marketing’s core models by @Timothy_Hughes https://t.co/S1LaNuKZaJ @DLAIgnite #SocialSelling #DigitalSelling #Sales #Leadership #Marketing #MarketingSuccess #MarketingStrategy #MarketingTips #Marketing101 #B2BMarketing https://t.co/6McpMaj4G7
Investors Prefer Inflation Swaps Over Sketchy 1‑Year TIPS
Glad folks are finally using the inflation swap.. not the often-sketchy 1yr TIPS breakeven rate... remember this chart that made the rounds in March lol https://t.co/pHxDS0B0gu
Both Bookkeeper and Fractional CFO Needed for Full Insight
A bookkeeper and a fractional CFO aren't the same thing — but you need both. Your bookkeeper keeps your records clean and your past accounted for. Your fractional CFO takes that data and coaches you on where to go next. One without...
Shaq to Lead New Professional Dunking League
Shaquille O’Neal is going to be the commissioner of a new professional sports league devoted to dunking. Yeah, I said it.... https://t.co/SOf4OXuY52 via @variety
Panama Canal Delays Threaten 40% Freight, 20% Energy Exports
Bridge day not going as planned 40% of US container freight passes through the Panama Canal and 20% of US oil and natural gas exports do as well
Japan Commits Billions to U.S., Targets Tennessee Valley
Japan has agreed to invest hundreds of billions in America over the next few years. This is one of their investments - bound for the Tennessee Valley
Bad Environment, Not Pay, Drives Top Talent Away
Your best people are leaving. If it was just money, you could fix it. This is different. The real reason is your environment doesn’t let them do their best work. You hired A-players and they became spectators. You hired people with taste...
Blue Owl's Plunge Fuels Private Credit Crisis Fears
Is this a warning sign of a private credit crisis, or just market panic? Blue Owl Capital, often considered a poster child for the private credit boom, closed at a record low as worries grow about the health of the...
Sunway's RM11B IJM Bid Masks High‑P/E Time Bomb
Everyone thinks Sunway's RM11 billion bid for IJM is just about building a "NATIONAL CHAMPION," but the underlying math reveals a brilliant trap. At an implied 46.6x P/E, this isn't a generous premium buyout—there is a ticking time bomb most investors...
Earn $5,000 Scholarship for Black Canadian Students
There's a $5,000 scholarship available right now at one of the companies in our Partner Network for Black students currently enrolled in a Canadian post-secondary program
Biotech M&A Poised for Second‑Busiest Year, Early Deals Surge
Biotech M&A on track to have 2nd most active year in history w/ more early stage deals. Nice summary of which funds have benefited from recent M&A from Stifel @TimOpler $XBI $IBB https://t.co/udCuhIcaIi
EU Tried Pricing Iraqi Oil in Euros, US Halted Independence
Many on X seem to forget that Europe tried to separate from the US 26 years ago, when the EU arranged for Iraq to sell oil in EUR instead of USD (Source: CNN Int’l👇) The EU would have been independent of...
Innovation Requires Production: Rethink USD Reserve for Reindustrialization
“To innovate, you must make.” -INTC CEO Andy Grove, 2011 The reality is we cannot and will not reindustrialize unless we change USD reserve status structure to a system with a neutral reserve asset instead of USTs; it’s a fundamental double-entry...
NIL Deals Concentrate Talent, Cutting NCAA Upset Frequency
One impact of college players able to monetize their name, image and likeness (NIL): fewer upsets in men’s NCAA basketball. Top players stack teams in power conferences, where they get more exposure than mid-majors and earn more (“less than 10% of...
Legacy Sales Methods Cause 95% Failure Rate
The 95% failure rate: Why are we still making excuses for legacy sales methods? by @Timothy_Hughes https://t.co/LlSwRuEB9j @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #Salesleader #Salesforce #Leadership #Marketing #MarketingStrategy #MarketingSuccess https://t.co/qegmIQjzCP
Trump Lifts Oil Sanctions on Iran, Russia Amid Hormuz Closure
Following the closing of the Strait of Hormuz, Pres. Trump has EASED oil sanctions on Iran and Russia. Hopefully, this will be the start of an unwinding of the international sanctions regime. SANCTIONS = ILL FOUNDED = NEVER WORK. https://t.co/JXBVftRedd
Meta's Live Shopping Push Signals Brands Must Act Now
the live shopping 🛒 📱 revolution continued today with the big announcement from Meta .. This consumer trend has already happened and has been going on for years not months and everyone should take this post seriously and start to...
Skillful Handling Turns Unnoticed Effort Into Recognition
Hard work is often overlooked. The only time you’re noticed is when you screw up. You spend hours preparing for a tough conversation that goes well. Who knows? Multiply recognition by receiving it skillfully. https://t.co/5OLx97Jv7Z
Global Headline Inflation Now 3.3%, Core at 2.3%
GS: Our 2026 Global Headline Inflation Forecast Has Risen to 3.3% Since the Start of the War, While Our Global Core Inflation Forecast Has Increased More Moderately to 2.3% https://t.co/lqYe3mgu26
Lehane Pushes
This was part of the response when I asked Chris Lehane about The Information's reporting on Sarah Friar's concerns around spending, IPO timeline and exclusion from finance meetings:
Bertrand Godillot Maps Complete Social Selling Process
#TimTalk – The Social Selling Process all mapped out with Bertrand Godillot https://t.co/cDuHWGVNoq via @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Marketing #MarketingStrategy #MarketingSuccess https://t.co/wEDuDg0m5d
Engineering Mastery Beats VC Hype for Massive Exit
How a one hour prototype built in a hotel room in Marrakech sparked a bidding war between Mark Zuckerberg and Sam Altman. Most founders spend their lives chasing the dragon of a 100 million euro exit. Peter Steinberger actually caught it. He...
Old SEO Metrics Obsolete in AI-Driven Search
Semrush and Ahrefs are teaching you to chase metrics that mattered in 2015. Domain authority means nothing when ChatGPT is pulling answers from Reddit threads with zero backlinks.
Casey’s General Stores Replaces Hologic in S&P 500 Lineup
Biolsi @Hedgeye_Staples has Hedgeye Nation Long $CASY $CASY Casey's General Stores $756.05, +8.28) -- to replace Hologic Inc in the S&P 500 following the acquisition of HOLX by Blackstone and TPG Global https://t.co/3sxRpNo2yY
Trump’s Iran Fiasco Fuels US Oil and LNG Profits
Who Benefits from Trump's Iran Debacle? US Oil, LNG Companies Who could have guessed this would happen? Narrator: Everyone. Like, all human beings everywhere. #uspoli #cdnpoli https://markhamhislop.substack.com/p/who-benefits-from-trumps-iran-debacle
ISM Services Data Reveals Hidden Stagflation Amid Rally
The S&P 500 rose for a fourth straight day. Markets rallied on ceasefire hope. But the ISM Services report just delivered the clearest stagflation signal since 2022 and nobody noticed. Prices Paid surged to 70.7%. Employment contracted to 45.2%. Service...
Treat College Athletes as Employees to Avoid Antitrust Lawsuits
The only way for NCAA, conferences & schools to avoid more antitrust lawsuits is for some players to be deemed employees, then unionize & bargain with conferences (since state laws are a hurdle for some public college athletes). Everything else...
Retention Hinges on Showing Top Talent Their Impact
You keep your very best talent by making sure that they know their work matters.
Pandemic Shift: ICs Replace Middle Management as Key Orchestrators
The era of the IC started during the pandemic when it became clear very quickly who had tangible impact on the company. Remote work killed middle management. Today, ICs are the doers with domain expertise who are best suited to...
Startup Struggles Are Universal, Not Unique
at least the things that really hard about your startup are likely to be hard for anyone coming after your startup, too
Integrate Pre‑Mortems to Save Future Time and Money
Are Pre-Mortems, Post-Mortems, After-Action Reviews Part of Your Work Plan? https://t.co/AGWF8vmQ63 Don’t view them as time consuming/waste of time. Build these meetings into your #projectplan. Ultimately they'll save you time (and money and heartache) in the future. #leadership https://t.co/i0ncHZybWG