Fed Hikes Loom, Bond Market Right, Economy Stumbles
JUST IN: Fed meeting minutes show majority of Fed officials signaling interest rate increases. The bond market is also betting on hikes. And the bond market has been right more times than anyone wants to admit. Home prices are up 60% in 6 years. Inflation is back above 3%. Layoffs are rising every single week. Higher rates + slowing growth + rising prices = the worst macro combo possible.
From $1.5M Startup to Fintech Empire Powering Half of Brokers
She launched a $1.5M trading startup at 29—then built a multibillion-dollar fintech empire powering half of online brokerage accounts.
AI Builds Full Revenue Site in Minutes, Not Weeks
I spun up a full AI revenue agent site in about 2 minutes. Not just a simple landing page. A complete site with a second page, conversion tracking pixels, a smoke test, and a deployed domain. That used to take weeks. Here's...
Jazz Owner Prioritizes Championship Over Utah Ties
Utah Jazz owner Ryan Smith, on if he gives any bonus points to drafting someone with Utah connections after he, himself, held out to buy his hometown team: "[We're] going to draft whoever is going to put us closer to...
Full Hormuz Oil Flows Delayed Until 2027, Says ADNOC
Reuters: "Full oil flows through the Strait of Hormuz will not return before the first or second quarter of 2027, even if the Middle East conflict ended now, the head of the United Arab Emirates' state oil firm ADNOC said"...
Idea Stolen, Still Built $44M ARR SaaS
Mark Abbott openly shared his SaaS idea. A competitor stole it and launched 12 months ahead. He still built Ninety io to $44M ARR: "Could I be an investor? Came back and said, no. So I actually started as EOS compatible in...
Hark Secures $700M to Build Next-Gen Personal AI
Today I'm excited to share that Hark has raised $700M at a $6B valuation When I use these AI models today, they feel basic. They should be able to listen and talk naturally, understand vision, retain persistent memory, and become deeply...
New Google Ads Updates and Account Penalties Announced
It's New 5/21: Big Google Ads News From Google Marketing Live and more with @gregfinn https://t.co/7TDxEvkCZ0 we are penalizing @mordyoberstein and @TheMarketingAnu
Building Lasting South Florida Neighborhoods Since Age 23
my conversation with David Martin, CEO of Terra on building one of South Florida’s most influential real estate development firms, launching Terra at 23 years old, & the philosophy behind creating neighborhoods that last TIMESTAMPS: 0:00 - Intro 1:56 - From Selling a...
Warsh's Fed Chair Inauguration Signals Uncertain Regime Change
On the eve of Warsh's swearing in as Fed chair on Friday, here's our piece from last week about what he means by regime change and how likely he is to achieve that https://t.co/Oogluog4lM @nytimes https://t.co/ccMkLzKge2
China Counters German Engineering Surplus with Aggressive Industrial Policy
China didn't respond to Germany's "engineering" surplus by sitting on its hands -- it had a rather active industrial policy to substitute Chinese production for German imports (including by buying and digesting Kuka), and now it turbocharges its exports with...
College Football Budgets: Biggest Growth and Cost per Win Revealed
Good morning I FOIA'd (almost) every public FBS and FCS school, got their reported college football operating budgets for FY25, and put them in a table for you to read. Here's who grew the most from last year, who spent the...
Arsenal's Victory Highlights American Owners' Growing Influence
⚽ New Episdoe⚽ @JacobFeldman4 and @kbadenhausen pinch hit: Sporticast: What Arsenal’s Win Means for EPL’s American Owners https://t.co/XRemnPCbpX via @sportico
Trump’s Policies Drain US Economy Amid AI Boom
Some fun/depressing napkin-math from The Economist on how much Trump's trade & immigration policies - and chaotic policymaking overall - are costing the otherwise-solid US economy (thanks mainly to the AI boom): https://t.co/sAdCJvmSaF https://t.co/cDUJmNpHrW
Trust Beats Capital: Founders Choose Partners Over Funds
The question I have been asking myself and every founder I meet is the same one: What is your right to win? It sounds simple. It is not. The right to win is not a fixed asset. It is something you...
YouTube Launches Shoppable Ads via Universal Commerce Protocol
UCP Everywhere :) -> UCP Coming to YouTube: YouTube is enhancing its advertising capabilities by introducing shoppable ads that integrate a 'Buy now' button leveraging Universal Commerce Protocol https://t.co/abrXcgNBHm https://t.co/drDpt8vOvi
Fractional Executives Deliver Manufacturing Leadership in Weeks
Manufacturers don't have 6 months to find the right CEO or COO. Fractional executive leadership puts experienced operators on the floor in weeks – not months. https://t.co/n25yUWoHIh #FractionalLeadership #ManufacturingLeadership #FractionalLeadership https://t.co/XiX4cRBwwl
TikTok Launches AI‑driven Creator Search for Intent‑based Matching
TikTok announced Creator AI Search.🔎 The feature within TikTok One Creator Marketplace allows brands and agencies to find creators by entering a campaign brief and receiving a curated list of best-fit creators. This shift from filters to intent-based discovery aligns with...
CapCut Joins Gemini, Turning Chat Into Video Editor
CapCut is partnering with Gemini @capcutapp is integrating with Gemini so users can edit videos inside Google’s chatbot. The goal: idea → edit → export without constantly switching apps. Google is rapidly turning Gemini into a creator hub with Canva, Adobe and CapCut...
Google Unifies Ads and Analytics Advisors Into AI Agent
Google Ask Advisor brings together Ads Advisor and Analytics Advisor into one AI-agent advisor https://www.seroundtable.com/google-ask-advisor-41354.html #google #googleads #googleanalytics #googlemerchantcenter #gml
US Economic Data Signals Slight Slowdown Across Sectors
Economic Calendar for Thurs May 21 8:30am - Building permits (prelim) for April: Expected 1.383M; Prior 1.363M - Initial jobless claims: Expected 210k; Prior 211k - Housing starts for April: Expected 1.419M; Prior 1.521M - Philly Fed manufacturing index for May: Expected 12; Prior 26.7 9:45 - S&P composite...
Predictable Pricing Beats Complexity for Enterprise SaaS
🚀 New SaaS CFO Podcast episode with Ankur Goyal from Fibr AI! We covered fundraising timing, enterprise SaaS sales, and why predictable pricing still wins with large customers. Watch here 👇 https://t.co/eyhoZxRelQ #SaaS #AI #Startup #B2B https://t.co/xNRqSzPBTf
Fed Rate Cuts Expose Fragile Risk Asset Dependence
Sock Puppets to Stocks? Crude, Gold, Commodities, Bitcoin, Bonds The Federal Reserve's 2025 rate cuts, despite the most inflated stock market vs. GDP since before the Great Depression, may have reinforced how dependent most risk assets are on the beta tide...
Fed Delay May Ignite Inflation Like 1928 Bubble
Adding Fuel to Inflation Fire May Not Fare Well Federal Reserve easing in 2025, despite the greatest stock market inflation since 1928-29, may be a top force buttressing consumer prices and what parabolic rallies in gold and silver sniffed out. History...
Esports Boom Goes Global—Act Now or Miss Out
Our recent book reflects the global nature of a fast burgeoning esports economy. China, Saudi Arabia, South Korea, Denmark and now Thailand (see tweet below). Some countries are asleep and will miss out on first mover advantages. More to this...
Metal Branding Beats Expensive Meta
Liquid Death went from $3M to $333M in revenue in under 5 years by branding water like a metal band — and locking in a Live Nation deal that puts cans at 120+ music festivals. Meanwhile you're paying $30 CPMs to...
World Cup Sponsorships Reveal Deep Global Political Agendas
The Hidden Politics Of FIFA World Cup Sponsorships Brands are not just logos or a matter of business, they are set in the context of bigger global issues https://t.co/l69zabkNHi @Fire_and_Skill #Geosport https://t.co/8NlkIvGJk8
Great Leaders Recalculate, Not Punish Wrong Turns
Google Maps may be a better leader than most leaders. Take a wrong turn and it does not panic. No blame. No drama. No “let’s unpack this in a meeting.” It just recalculates. And, I love that. Because in work, especially with AI, wrong turns are...
Bond Market Pressures ECB to Hike Despite Credibility Doubts
🇪🇺 Olli Rehn is basically giving up to the idea that the ECB "needs to hike" to "preserve credibility". The bond market is doing part of the heavy lifting for the central bank, but it’s also forcing their hand because...
Japan's Take‑Private Deals Turn Hyper‑Competitive Amid Activist Pressure
As the number of take private deals in Japan continues to DOUBLE year on year, the nature of some of those deals is undergoing a tectonic shift. What we are witnessing in some cases is the dismantling of traditional, friendly,...
SpaceX Hires Top Engineers for AI, No Experience Required
SpaceX is actively hiring world-class engineers/physicists for SpaceXAI, even if you have zero prior experience in AI. Smart humans figure it out fast. Please send an email with ~3 bullet points demonstrating evidence of exceptional ability to ai_eng@spacex.com.
CFP May Need Multiple Network Bidders for New Games
In order for the 12 new games to generate enough TV $$$ to offset the loss of the champ games, the CFP might need multiple bidders - so Fox *and* NBC or CBS - even though it’s not premier inventory...
Fed Holds Easing Bias Amid Razor‑Thin Vote, Yields Drop
The Fed kept its easing bias in April, but the vote was razor-thin. Three members formally dissented, and many others wanted it gone. Meanwhile, bond yields are falling. 🔒 Members-Only https://t.co/AZ6OQxesU6
Axel Springer Ousts Business Insider CEO Barbara Peng
New in @statusnews: Senior executives at Business Insider parentco Axel Springer started to sour on chief executive Barbara Peng last summer. On Wednesday, her time leading the digital outlet ran out.
YouTube Creators Disrupt Cannes, Self‑Distribute Future Films
.@youtubecreators at @cannes Film Festival and beyond are changing the film industry as we know it, self-distributing their work and bringing the next generation along with them.
ROIC's Denominator: Net Assets vs Financing Mix
Michael Mauboussin on the 2 ways to calculate ROIC "You can think of invested capital, the denominator of the ROIC calculation, in two ways that are equivalent. The first is the net assets a company needs to generate NOPAT. The second...
Managers Struggle with Gen Z, but Must Adapt
3 out of 4 managers say Gen Z is the hardest generation to lead. Even more alarming: • 30% have fired a Gen Z employee within the first month • 30% avoid hiring them altogether But Gen Z is the future workforce. Avoiding them...
US‑Israel Conflict Threatens Iran’s Oil Market Stability
Fabulous work explaining the oil consequences of the US/Israel War on Iran here — featuring @eurasiagroup colleague @gregbrew24. https://x.com/Phil_Mattingly/status/2057127031020695987/video/1
Hire Cross‑functional Fluency or Pay the Cost
Stop hiring 'strategic' Heads of People who can't read a P&L. Stop hiring 'analytical' GCs who've never sat through a sales call. Stop hiring 'visionary' COOs who've never been on the floor. Cross-functional fluency isn't optional. Hire for it or pay for the...
Powell’s Eight-Year Fed Tenure: Inflation Shocks and Independence Fight
From the FT article, “Inside Jay Powell’s turbulent eight years leading the Fed: Central bank chair’s tenure was marked by inflation shocks and his battle to protect the institution’s independence.” #economy #inflation #markets
SpaceX S‑1 Files at 107× Revenue, S&P’s Costliest Stock
SpaceX S-1 has been filed LTM revenue of $18.7 billion with a 33.2% growth rate EBIT loss of -$2.6 billion Net loss of -$5 billion At a $2 trillion valuation, will be trading at a 107x LTM revenue multiple If added to the S&P 500,...
Brazil's Money Supply Outpaces Golden Growth, Fuels Inflation
#BrazilWatch🇧🇷: Brazil's CPI accelerated to 4.4%/yr in April. Brazil’s M4 is growing at 10.8%/yr. That is ABOVE Hanke’s Golden Growth Rate of 7.1%/yr, a rate consistent with hitting its 3.0%/yr inflation target. INFLATION STORY = A MONEY SUPPLY STORY. https://t.co/fXT7WuR6yE
Future: 70% Software Interactions Will Be UI‑Free
By 2027, 70% of software interactions will have no UI at all. That number stopped me when I first heard it. But the more I think about it, the more I believe it's directionally right. Salesforce just announced Headless 360. The whole...
Niche Focus and Consistent Podcasting Drive $130K Revenue
Marketing Funnel Breakdown: Kendra Wright of Rebel Media Agency details how a retirement podcast (Jesse Cramer) generated 5☝️3 prospects and $130,000 in recurring revenue in 12 months https://t.co/AxVEwsowyF ❌ What Wasn't Working: -His ideal client type was fragmented -There was also no clear...
Inflation Stays Above 2% Target for 62 Months
This is an all-time great line from today's FOMC minutes. Can someone please remind the Fed that inflation has been above their 2% target for...62 straight months.
China Boosts Wheat Imports as Pork Imports Plunge
🇨🇳China's grain imports in the first four months of 2026 were up from the same period last year, especially in wheat. Meanwhile, pork imports fell 30% amid strong domestic output. Soybean imports were up 8% year-on-year but below the period's 5-year...
From AI Assistants to Closed-Loop Revenue Engines
The AI-native marketing team has 4 levels: LEVEL 1: AI assistant You → ChatGPT / Claude This is where most teams start. They use AI for drafts, summaries, research, email, and meeting notes. Useful, but still person-by-person. ---- LEVEL 2: role-tuned agents Content agent SEO agent...
Finance Leaders Deploy Structured, Repeatable AI Workflows
Just held a live webinar today with Maxio on the AI trap for finance. Despite what socials want you to think about AI use in finance, here's how finance leaders are using AI today. How do I know this? I...
Closing Is Overrated; Ask Right Questions, Let Buyers Decide
"Always be closing" is the most damaging piece of advice ever taught to salespeople at scale. It produced a generation of reps who pushed buyers toward a decision before the buyer was ready, which trained buyers to expect pressure and build...
Inflation Stays Above 2%, Validating Fed’s Firming Warning
Worth juxtaposing the latest Fed minutes with the subsequent inflation data Fed: “A majority of participants highlighted… that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2%” Inflation data: https://t.co/d3UCcBz0os