1970s Fed Hikes Sparked Credit Crunch, Causing Stagflation
What a surprise (/s)… the Fed hiking rates in 1970s caused supply contraction and price increases… One funeral at a time…
AI Enables Solo Founder to Build $401M Unicorn
The one-person unicorn era has arrived. Medvi: $401 million in revenue in year one. One founder. One brother hired after hitting $400M. AI made this possible.
Equip Your Champion to Close Deals After Meetings
The real decisions don't happen in your sales call. They happen in the meeting AFTER your meeting. When your champion walks into their boss's office and says: "We need to buy this." Your job: arm your champion with the words, data, and story to...
Use Micro‑commitments in Demos to Seal the Sale
Founders: Trial closes during content verify ongoing fit: While demoing: - 'Does this line up with what you described?' - 'How would you use something like this?' - 'Is this the kind of thing that'd be helpful?' Building micro-commitments. Final close becomes obvious.
CMA CGM Leads Persian Gulf Ships Toward Strait of Hormuz
🚨STRAIT OF HORMUZ🚨 Ships in the Persian Gulf are making a run for the Strait led by some CMA CGM containerships. https://t.co/fiqj7JehaH
Carney Seeks C$1 Trillion, Invites Top Investors to Toronto
Carney has been zig-zagging the globe trying to lure investors into Canada. It looks like a big test of whether his efforts will bear fruit is coming: he's invited the world's biggest investors to Toronto in September. He's looking for...
Six Steps to Metrics‑Driven Marketing Success
RT @VisionEdgeMktg 🗺️ 6 steps to a metrics-driven marketing performance journey. Start here: https://t.co/eqAX6XQUNz #MarketingPerformance #Metrics #Journey
Goldman Sachs Boosts MSCI EM Target, Forecasts 10% Upside
GS: We raise our 12m MSCI EM target by ~4% to 1750, implying ~10% upside over 12 months $EEM $VWO https://t.co/Yxz4w8EPPv
North Asia EPS Upgrade Raises MSCI EM Forecast
GS: Upgrades to North Asia EPS growth push our 2026/27 MSCI EM EPS growth forecast to 34%/14% from 23%/13% https://t.co/jK4UGxp0LY
T‑Mobile Unifies Metro Prepaid with Main Brand
T-Mobile revamps prepaid brand to spruce up image: "This makes Metro and T-Mobile more of a continuum rather than two distinct brands." @Sheila_Dang https://t.co/Pq7lr8tUwW
Track Normalized FCF/Share via Long‑Term Cycle Analytics
This is a great question One of the most important output metrics in any model, in my opinion, is normalized FCF/share. There are many assumptions that lead to your FCF/share metric, including revenue & normalized margin assumptions. But quarter to quarter and year...
Season Tickets Gamble on Team Success for Playoff Value
Season tickets are a bet on a team being really good because the real value is playoff tickets at face
Golf Betting Surges: Handle Up 33% YoY
Great golf wagering info from my colleague @Bill_KingSBJ : Betting handle on @PGATOUR events -- not counting the Masters, which does its own thing -- is up 33% vs. this time last year. The number of bets is pacing 18% ahead. The...
Fannie Mae Predicts Steady 6.1% Mortgage Rates Through 2027
#NEW Fannie Mae's revised forecast expects the 30-year fixed mortgage rate to average... 6.2% in Q3 2026 6.1% in Q4 2026 6.1% in Q1 2027 6.1% in Q2 2027 6.1% in Q3 2027 6.1% in Q4 2027 https://t.co/AhH8SZ64tC
Consistency Converts; Virality Only Attracts Strangers
Nobody buys from the person they just discovered. They buy from the person they've been quietly watching. Going viral gets you strangers. Showing up consistently gets you buyers. Tracked where every client came from over 12 months. Not one came from a post that went...
CIOs Get Hybrid VDI via Azure Desktop on Nutanix
CIOs can now deploy Azure Virtual Desktop on the Nutanix Cloud Platform, enabling a hybrid VDI infrastructure. #VDI #CIO https://t.co/v3MPhHTyuw
CEO Playbook: Reinventing Business Amid AI, Climate, Collapse
Aftershock to 2030: a CEO’s guide to reinvention in the age of AI, climate, and societal collapse https://t.co/b6yxQvCyfq
Standardize Pipelines to Achieve SaaS‑speed Enterprise Platforms
RT Want SaaS-level speed in the enterprise? Standardize pipelines, reduce configurations, and productize your internal platforms. #DevOps #PlatformEngineering @Star_CIO https://t.co/e4TERhpY2r
Iran's Diversified Finances Undermine Obama‑Era Deal Blueprint
The same model Obama had for Iran in 2011-12. Limited oil sales, stop enrichment and release some funds. But today, Iran is much more diversified financially
AI Avatars Turn Static Landing Pages Into Real Conversations
Most brands spend weeks perfecting their email copy, only to send every click to a page that does all the talking and none of the listening. I see it constantly in the accounts we manage at Structured. Good pages, strong...
GeoComply Trims 15% Staff Amid Industry Shift
Sportsbook geolocation provider @GeoComply laid off ~15% of its staff this week. It comes amid some changes in the industry re: competition and pricing. The company called the move a "deliberate strategic evolution". https://t.co/UlrlmnDUXq
Fractional Executives Run Business, Leaving CEOs Out
I am actively part of a fractional leadership team for one of my clients. Fractional COO (me), Fractional CTO, and a Fractional CMO. And when I tell you we are DOING things? Making strategies and taking action? Making the CEO...
AI‑spun Scraped Content Will Soon Hit Google Penalties
This digital marketing agency has been scraping original content and publishing their own versions, using AI to scale up the amount of information in the articles (while saying nothing new 😅) I was wondering how long it would take Google to...
NASA Force: A Fresh Take on Federal Hiring
NASA and OPM have launched the NASA Force website. https://t.co/9rEOw3lBsv Not your typical government employment website...
ChatGPT Ad Costs Halve, Minimum Spend Slashed to $50K
ChatGPT ads are getting cheaper -> Ad buyers say ad rates for ChatGPT are falling from $60 CPM to as low as $25 and the minimum spend to advertise is down to $50K from $250K at launch "One ad exec said...
Target the Best Segment, Not Just Cheap Pricing
Should you raise prices? Or use low prices to beat incumbents who have gone upmarket? A: Pick one strategy: (1) cheapest or (2) best for [segment]. If 1, fine. (2 is likely more profitable.) But if incumbent charges $10,000/mo, then raising from $20/mo to...
Iran War’s End Won’t End Supply Chain Risks
Is the Iran War Almost Over? Why That Doesn't End the Supply Risks. #oatt #oott https://t.co/SUroio6mpX
Real‑time Visibility Boosts Supply Chain Resilience and Service
Supply chain visibility = resilience. In disruption situations, 72% reported lacking real-time visibility to resolve issues quickly. One case improved service from 60% range into 90% range by tightening visibility routines + integrating SIOP. https://t.co/oa0MV3MUI0 https://t.co/vHalf9M9wD
Plan Change Strategically, Not Just With Training
Launching change without a solid strategy is a recipe for failure. Don't wait for resistance to hit—start early with a plan beyond just training and communication. Address the human side of change proactively. #ChangeManagement #Leadership https://t.co/53jphhfX9C
Emerald AI Boosts Data Center Flexibility with $25M Funding
Great @CatalystPod with @vsiv explaining data center flexibility and what Emerald AI is doing to make it possible (and why @shaylekann and Energy Impact Partners just led a $25m investment round in Emerald) https://t.co/nqSAqM1wj6 (note: I serve as an advisor to Emerald...
IRGC Says only Khamenei Can Order Hormuz Reopening
IRGC: Only Iran's leader Khamenei can order a Hormuz reopening, "not some idiot" on Twitter
CEOs Must Drive AI Adoption, Says Former FBI Deputy
Paul Abbate, Former Deputy Director at Federal Bureau of Investigation (FBI) on why CEOs must lead AI adoption across their company https://t.co/b6yxQvCyfq
IT Delivery Shifts To
IT delivery is moving toward human–AI integration. With 75% of work augmented and 25% automated by 2030, leaders must redesign roles, skills and governance because execution will depend on orchestration, not headcount. Source @Gartner_inc via @antgrasso https://t.co/g2TxGbatMZ
Engineering‑constrained Startups: Sales Outpace Product Build Speed
Wise words i heard recently at a portco board meeting: being engineering constrained is always where you want to be as a startup, which means the sales team is selling, and new product can't be built fast enough to satisfy...
Hiring Mistakes Stall Progress Like Diesel in Gas
Hiring the wrong person is like putting diesel in a gas car. Everything looks fine until you try to drive them.
NVRI to Return 80% Market Cap, Remaining Assets Cheap
Large capital distribution on $NVRI is around the corner. Co will return 76–87% of market cap by mid-2026 when the sale of its major asset closes. The two remaining businesses look cheap post-distribution. Full write-up below👇 https://t.co/xF03DsgxFg
Micah Parsons Tops Cap Share; Anderson Jr. Still Highest‑paid
While Will Anderson Jr.'s 3-year, $150M extension makes him the highest average paid non-QB ($50M) in history, he doesn't top the active list when adjusting for cap. Largest Non-QB AAV % of Cap Micah Parsons, 16.65% Will Anderson Jr., 16.60% Aidan Hutchinson, 16.12% Nick Bosa,...
Edge and QB Command Top NFL Salaries
Top AAV Per NFL Position QB: $60M (Prescott) RB: $20.6M (Barkley) FB: $3.8M (Ricard) WR: $42.1M (JSN) TE: $19.1M (Kittle) OL: $30.1M (Tunsil) DL: $31.7M (Jones) ED: $50M (Anderson) LB: $21M (Warner) CB: $31M (McDuffie) S: $25.1M (Hamilton) K: $6.5M (Fairbairn) P: $4.1M (Stout) LS: $1.8M (Harris)
Claude + Excel Eliminates Need for Quickbooks
Holy crap we literally don't need Quickbooks anymore because of what happens when you combine Claude and Excel
Tesla, SpaceX Poised for 50/50 Merger of Equals
After further research and our discussions on the @cyberbulls with @TeslaLarry yesterday, I agree that this will very well be a Merger of Equals. BUT - in my opinion - it will not be at the then stock price, which is...
India Pays for Iranian Oil in Yuan, Bypassing Dollars
🇮🇳🇮🇷 India is settling payments for Iranian oil in Chinese yuan instead of US dollars.🤯
Texans' Biggest Deals: Watson Leads $156M Contract
Largest Contracts in Houston #Texans History Deshaun Watson, $156M Will Anderson: $150M J.J. Watt, $100M Derek Stingley Jr., $90M DeAndre Hopkins, $81M Top Average Salaries Will Anderson, $50M Danielle Hunter, $40.1M Deshaun Watson, $39M
Texans Lock Anderson with $177M, $134M Guaranteed Extension
Will Anderson's 3 year, $150M extension with the #Texans puts him under contract at a total value of 5 years, $177M through 2030, $134M of which is reportedly guaranteed for practical purposes. Anderson will still be 29 years old at the...
Questioning CRM's Value Beyond Simple Data Storage
i still dont understand what value does CRM add here other than a database? Unless agentic-first structured data maybe is valuable?
European Actors, Even French Socialists, Drove Market Liberalization
Abdelal shows how capital market liberalization was pushed by groups of European actors including leading French socialists. Today's Chrtbook Top Links in the comment below https://t.co/BHXhe2jvTI
Target the Right Patients, Not More, for Growth
Healthcare marketing is shifting from broad campaigns → pinpoint precision. Ty Allen from RLDatix explains how targeting the RIGHT patients (not just more patients) drives growth. Learn more: https://t.co/KJad77QKHj @socialclimb_1 #PrecisionMarketing #hcmktg
AI Threatens Tech Moats, Future Cashflow Valuations Collapse
If AI lives up to the hype, it will erode the traditional long term moats of technology companies. As a result, no one with a brain wants to pay for cashflows far in the future. These multiples cannot come back unless...
From Rejection to $50M Daily: Netflix’s Rise
In 2000, Netflix wanted to sell itself to Blockbuster for $50 million. Blockbuster laughed at them. Today, Netflix generates $50 million in profit in less than a day.
Data Reveals NBA Tanking Trends and Fixes
What the Data Says About NBA Tanking, and How to Fix It 🏀https://t.co/rekP0yqs1Z via @sportico @LevAkabas
Rate‑cut Odds Surge to 50% After Recent Events
Just a couple weeks the probability of another FOMC rate cut this year was down to less than 10% With some positive macro and geopolitical events over the past two weeks including the last 48 hours... the probability of another FOMC...