Use Cash Flow Forecasts, Not Past P&L, for Future Decisions
Here's the question I want you to ask about your financials. Can you actually make next month's decisions from them? Your P&L and statement of cash flows both look backward by design. They tell you what already happened last period. For next month's decision, a cash flow forecast is the tool. It answers the questions keeping you up at night. Can you afford to hire? Is payroll safe in June? If your financials aren't pointing you forward, that's worth a conversation.
Netflix Q1 Solid, Stock Dip Overreacts to News
My Thoughts on $NFLX The Q1 results are generally solid, although revenue growth has slightly slowed to +16.2%, which is still a strong growth rate. The stock dropped 9.6% after the earnings report, and in my view, this is an overreaction...
Exploring Economic Forces in Planet Money’s New Book
NEW ODD LOTS - THE PLANET MONEY/ODD LOTS CROSSOVER EPISODE @TheStalwart & I speak with @planetmoney's @mdc and contributor Alex Mayassi about their new book "Planet Money: A Guide to the Economic Forces That Shape Your Life" https://t.co/no4aqQgefa
Validate Your Market Thesis Free with Kimi AI
Kimi AI can now pressure-test your market thesis like Chamath Palihapitiya picks his $1B bets (for free). Most founders think they have a big market. Almost none have actually stress-tested the TAM math. Here are 12 Kimi AI prompts that expose whether...
Closures to Save $233M, Yet $87M Maintenance Backlog
AAFC is projecting the closures will result in annual operational cost savings of $27 million within three years, and a total of $233 million in savings over the next decade. Affected sites also have around $87 million in backlogged maintenance requirements.
Building Community Over Numbers: Impact Beats Revenue
4 years working on Exit Five (the worst feature on LinkedIn is how anyone can spam DM me congrats on your work anniversary so I’ll see you next year) We will reach 12M marketers through our content this year. Two...
Embrace Competitors in Deals to Boost Win Rates
I actively try to get competitors -included- in the evaluation. For almost all sales teams, win rates are lowest when it’s you vs. status quo. Win rates actually go up in competitive deals as it means the buyer is committed to...
Transparency About AI Boosts Client Trust and Value
Stop hiding the fact that you're using AI to your clients. Tell them you use it, show them how you use it, and make it clear you've got the best trained AI in your space to perform the services you...
YouTube Mobile App Now Supports Timestamped Video Sharing
Small, but great addition -> You can now share a timestamped video via the YouTube *mobile* app - finally https://t.co/Oh7r8BfN1b https://t.co/47TfWrfyHM
NorthStar Satellite Analytics Secures $30M PIPE, $405M Valuation
NorthStar / Viking Acquisition I deal overview Space and satellite data analytics company $405 million enterprise value $30 million PIPE Closing Q3 Symbol $NSTR PR: https://t.co/v61y0ElAJP IR deck: https://t.co/mosqCqKlMZ Disclosure: Long $VACI shares + warrants in $ARB.to https://t.co/CTqRus69vb
LIV Circuit Relies on P
So is this now the generally accepted reality here for LIV? The circuit is funded via PIF for the rest of the season then it's either raise money or fold up shop?
Seeking Startup Scaling Experts for Equity Partnerships
If you have experience scaling high growth startups and want to help me buy out companies you can run and want to own a big chunk of the equity, DM me. We are going to cash flow the shit out of...
Record Earnings and Baby Boomers Sustain Spending Despite Negative Savings
Record earnings and resilient consumers keep the economy humming. Even a negative saving rate won't derail spending thanks to Baby Boomers, while rent inflation finally cools. 🟢 Open https://t.co/XJbCE5qL7q
Pixelworks Uses $5M Buyback to Signal Licensing Pivot
Pixelworks $PXLW announced a $5m buyback, roughly 14% of its market cap. The company recently closed the sale of its semicon sub, which adds $51m to its $11m balance sheet. Not bad. Pixelworks is pivoting towards a ‘technology licensing specializing...
Cobb County Figures Misused in Rays Stadium Debate
So, it appears that some Cobb County financial assessments are being injected into the Tampa Rays stadium discussion. Here's your reminder that the folks pushing these numbers are not reliable reporters of the evidence, even though it might seem like...
IMF’s U‑turn on US Growth Fuels Market Exuberance
Most frequently asked question from policy makers is why markets are so exuberant. It's this: one year ago, after "Liberation Day," the IMF downgraded US growth sharply (blue), but had to reverse itself fully 6 months later (red). It'll be...
Clari and Salesloft Turn Forecasts Into Real-Time Action
HOT TAKE: Clari + @Salesloft (with MCP) makes revenue intelligence actionable. Forecast insights now live in execution → faster decisions, no context switching. Add LLMs like OpenAI & Anthropic, and pipeline data becomes real-time workflows. More from @CR_MSchneider: https://t.co/sHMVwbXD4X
Stendr Secures $5.4M to Build AI Drone-Tracking Tech
MyPOV: Stendr snags $5.4M in pre-seed funding to develop AI-native drone-tracking tech https://t.co/n6JlqaMl2E @SiliconANGLE @Mike_Wheatley “It’s good to see a startup from allied nations entering the drone defense industry, which is a brand new field and already sorely needed,” - @holgermu...
Engineers Still In Demand: Product Goes Beyond Code
Don’t you find it ironic how on one hand we hear we need a lot less engineers yet hottest hires are forward deploy engineers? Product is a lot more than code. And also, there will be more engineers not less...
Foreign Capital Floods US, Markets See Unmatched Growth
Foreign flows into the US are at eye-watering levels. There never was a "sell America" trade and there's no "Hedge America" trade either. Markets ignore much of the political volatility and continue to see the US as the single best...
India Slips to Sixth in Global GDP Rankings
India has dropped from 4th to 6th in the global GDP ranking 1. 🇺🇸 United States ~ $32.38 trillion 2. 🇨🇳 China ~ $20.85 trillion 3. 🇩🇪 Germany ~ $5.45 trillion 4. 🇯🇵 Japan ~ $4.38 trillion 5. 🇬🇧 United Kingdom ~ $4.26 trillion 6. 🇮🇳...
Peace Hopes Boost Turkey's Gold Reserves Amid Costly Peg
Prospects of peace are helping Turkey. The central bank's gold holdings rose for the first time in data for the week of April 10. Gold holdings are now down 123 tons since the start of the conflict, which is worth...
Low R* Tied to Declining Labor Share, Growth Raises Both
Blog post from New York Fed president John Williams (and co-author Sophia Cho): "Future periods of very low R* are likely to be accompanied by low levels of the labor share, while increases in the trend growth rate of the...
Shale Boom Empowers US, Reduces Foreign Policy Restraints
In today’s @FT, I argue the Iran war shows how profoundly shale has affected US foreign policy. With the US far more insulated from global shocks, there are fewer restraints to using US economic and military power abroad — with...
Prolonged Conflict Will Drive Economy-Wide Price Hikes
“While Americans are currently seeing higher gas prices and haven't felt it in other areas, Wald says that the longer the conflict continues, the more prices across the economy will increase.” https://t.co/oTyVnpjsgT
Weigh Salary Cut vs Equity Upside in CFO Move
You’re 41, Finance VP, New York. $700k income, sole-earner. Married, 2 kids. $1.5M retirement, $500k brokerage. You’re offered a CFO role at a smaller company with lower pay ($300k) but more upside (equity). Do you take it?
World Bank Mulls $2B Loan as Argentina Eyes Dollarization
#ArgentinaWatch 🇦🇷: The World Bank is considering loaning Argentina up to $2B to help refinance its debt. Stuck with junk-rated bonds, Argentina is leaning on multilateral development banks for finance. IT'S TIME FOR THE WORLD’S BIGGEST DEADBEAT TO DITCH THE PESO AND...
AI Will Disrupt 18% Jobs, Boost 12% Growth
OpenAI's chief economist published an AI Jobs Transition Framework mapping 900+ occupations: 18% face higher near-term automation risk, 24% will reorganize (fewer workers, same role), 12% could grow from AI, 46% see less change. ChatGPT is used 3x more in...
Fed Officials Barkin and Waller Speak Today
Economic Calendar for Fri. April 17 12:15pm - Fed’s Barkin speaks 2:00 - Fed’s Waller speaks
Precision Over Volume: Simplify Outbound, Leverage Boring AI
SaasRise CEO Mastermind Recaps for the Week of April 13 - 16, 2026 Most SaaS teams don’t have an AI problem. They have a workflow problem. Here’s what came out of this week’s SaasRise CEO Mastermind (April 13–16) 1️⃣ Better...
Money‑market Funds See Biggest Weekly Outflow Since 2018
Money market funds had a net sale of $173.24 billion, the largest weekly outflow since at least September 2018.
Success Lies Beyond the Click, Not the Creative
Most distribution systems don't die at the top. They die at the handoff. Ad performs. Page doesn't convert. Email opens. Link doesn't get clicked. Content lands. No next step exists. Everyone optimizes the first moment. Nobody designs what happens right after it. Ran paid campaigns with 4%...
Iran's Oil Collapse Sparks Hyperinflation, Forces Negotiations
🇮🇷 Iran Intel Brief | Geopolitical Brief ─────── 20 Iran's oil exports collapse, triggering hyperinflation and currency devaluation. [[1]](https://t.co/r1vr3SzkD3) US assembles target bank for strikes on Iran's regime and IRGC infrastructure. [[2]](https://t.co/X6S6JqbcEy) Iran nears financial ruin from ongoing blockade. [[3]](https://t.co/DNc0KkRop4) Trump directly threatens Iran during phone negotiations. [[4]](https://t.co/ELIWK0qQfb) Iran bypasses US...
Merge CRO and UX to Close Conversion Gaps
I was reading an article this week about how CRO and UX relate to each other, and it put into words something I've been circling around for a while. Most organizations run these as separate disciplines with separate teams, and...
Paid Amounts Trump Promises; Reconciliation Guides Cap Planning
What actually gets paid matters more than what was originally promised. How does reconciliation data impact future cap planning and enforcement? This is covered in my book NIL 101: The House Settlement Now 40% off https://t.co/yBVisUkFCL https://t.co/FTBoknY43x
AI Projects Fail When Business Bridge Is Missing
42% of AI initiatives fail. Not because the tech doesn't work. Because nobody built the bridge between a working model and a working business outcome. The viability gap is organizational, not technical. Five layers worth auditing before your board asks first. https://t.co/y89hUiqrly
Creator Partnerships Drive Explosive Growth, Not Ad Spend
Manscaped sponsored 2,000+ YouTubers, generating 2 billion views in one year and scaling revenue from $3M to nearly $300M. Meanwhile you're complaining about Facebook ad costs while ignoring the massive leverage of creator partnerships.
Connecting at NAB Show Vegas & New York Events
I’m about to head to the 🇺🇸 United States for a few days, let me know if you are around #NABShow in 🎰 Las Vegas or based in 🗽 New York. There are a few things lined up, including but...
Early Business Thoughts Disrupt Sleep, Ignite Ideas
When you wake up thinking about the business. Annoying for your sleep but powerful for your ideas.
Card Spending Growth Remains Resilient Amid War, Easter Dip
BofA: Ex-gas total card spending growth has been very resilient since the start of the war, barring a recent slowdown around Easter https://t.co/LKgjpddqKj
ECB Set to Raise Rates in June Amid Inflation Surge
ECB to hike rates in June as 2026 inflation jumps, survey shows https://t.co/H2eauGliEP via @weberalexander https://t.co/VJl5uVHZHh
Evaluating Real Value vs Noise in CTEM Platforms
Are people actually getting value out of your CTEM platforms? I see a lot of interesting capabilities, but I am still trying to separate what is useful from what is just noise.
Tax Refunds Surge 15% YoY, Up $36 Bn
BofA: As of Apr 15, tax refunds were running about $36bn (15.4%) above last year’s level https://t.co/mPjzrL4Dmr
Record Treasury Leverage Threatens Global Fixed‑Income Stability
Hedge Fund Leverage in Treasuries at Record Highs. Torsten at Apollo ...any forced unwinding of these leveraged positions could send shockwaves through global fixed-income markets. https://t.co/vtq5KWmWLE
Yields Spike Three Months After New Fed Chair Takes Office
BofA Hartnett: Market usually tests a new Fed chair... Yields up in 3mo after Fed Chair starts https://t.co/zn2zh9y9nl
NYC Pension Funds Allocate $4B to Citywide Housing
Big news: we just announced our plan to invest $4B of NYC’s pension funds in financing housing across the five boroughs
Marketing Teams Should Both Build and Buy AI
Maybe the biggest false choice in martech right now is asking, “Should we build or buy AI?” Our new State of Martech 2026 research suggests the real answer is: yes. Across 70 AI marketing use cases, leading teams aren’t choosing...
Trusting Teams Foster Safety to Own Mistakes
When we work on a Trusting Team, we feel safe to admit our mistakes, be honest about our shortcomings, and ask for help when we need it.
South Korean Exports Precede U.S. Earnings Growth by Month
"South Korean exports tend to lead U.S. forward earnings growth by roughly one month, largely due to the technology ordering cycle" -Liz Thomas, SoFi
Global Strategic M&A Hits $718B, Beating 2021 Record
GS: Global strategic M&A volumes total $718 billion so far this year—already outpacing the prior record of 2021 https://t.co/jHjx8NpER8