Dollar Slides Below 99, Signaling Eroding Confidence
DXY just broke below 99 — a 1.25-month low. Dollar weakness at this scale matters globally: commodities reprice, EM debt gets relief, US exporters benefit. But a structurally weaker $DXY also signals eroding confidence. That's the part worth watching. https://t.co/G2iZaPA5wz
Focus on Meta Until $50M Revenue, Skip Distractions
Because would rather find a problem elsewhere than fix what's truly wrong with their funnel. Most brands should put 90% of their focus on Meta exclusively until $50M+ in revenue.
Skip High School Startups to Preserve Curious Exploration
Don't start a startup in high school. What if it works? You'll lose the opportunity you'd otherwise have to explore random, interesting ideas, driven only by curiosity. Because while you will indeed learn a lot from a startup, you won't...
HK Transfers HK$150bn to Capital Works Fund
The Executive Council on Tuesday approved plans to transfer HK$150 billion from Hong Kong's main financial war chest to a fund supporting capital works, with the government assuring that the move is "an exceptional arrangement".
Upcoming Bloomberg TV Interview on Europe's Economic Outlook
Live from 16:00 CET/ 10:00 ET: Looking forward to speaking with @flacqua on @BloombergTV about the economic outlook for Europe https://t.co/zVz2cbT662
Mislabeling Strategic Skills as VA Fuels Hiring Mismatch
Ugh i have SUCH BEEF with the "I need a VA" problem. Two reasons that both cause and feed the issue: - People are hiding exceptional strategic skills under the term VA because it is what will get them hired (and...
Exploring the Mythical Engineering Productivity Metric Webinar
Please join Dan Teodosiu and me next week for a webinar that explores the search for the mythical engineering productivity metric. Bringing together a former CEO/CMO and CTO to discuss this topic only serves to make it more fun. See you there...
Middle East Conflict Reshapes Current and Future Energy Markets
Pleasure to open today's sessions at the Semafor World Economy in Washington In a fireside chat with @semafor's Global Managing Editor @prashantrao, I discussed the implications of the war in the Middle East for energy markets today and in the future...
Questioning Panic over Possible Hormuz Closure
"I don't get why people fret about the Strait of Hormuz being closed for six weeks when it might not be closed sometime in the future" https://t.co/2QU64RAu5W
Private Debt Is Risky—Stop the Compliance Spin
The one in which Cliffwater going full Schrodinger. The private debt isn’t risky or not until we look? WTF? Let me help. The right answer, the honest answer, the only answer, is yes it is risky. That this crap makes it...
BetMGM CEO Backs Kentucky’s 21+ Betting Age
FWIW, BetMGM CEO Adam Greenblatt supports Kentucky raising its minimum sports betting age to 21
Validate Your Business Idea in Under Five Minutes
How to figure out if your business idea is any good in 5 minutes or less:
Leaders Use Influence to Boost Productivity and Engagement
RT @JoeContrera Visit the Extraordinary Leadership Blog for the latest insights on how leaders leverage influence to achieve higher levels of productivity and employee engagement. https://t.co/rftDWCLf5N #leadership #leadershipdevelopment #leadershipspeaker https://t.co/SivILf1XLL
Bullish on Oil as Hormuz Closure Sparks Market Tension
I'm used to oil hate because, well, I'm not a permabull and normally the dooming is deeply overwrought This episode has been weird bc I'm bullish oil given THE STRAIT OF HORMUZ HAS BEEN CLOSED FOR SIX WEEKS and now I've...
Media Rights Shift Drives UCSB’s WCC Move and Mid-Major Realignment
blogged about why UCSB joined the WCC, how the media rights calculus for expansion has changed, and what it means for the future for mid-major realignment you can read it by clicking on the link after this tweet
AECOM’s Stadium Impact Study: Definitive but Hallucinated Data
Maybe it's best to say AECOM "hallucinated" the economic impact of a Rays stadium, since much like AI, its report produces definitive answers while giving no reason to believe they're more accurate than what you'd get from asking the nearest...
More Work After Hiring? Update Your Processes.
If hiring support gives you MORE work, its also a sign that your processes need some updates.
Ally Shifts Ad Spend From Cable to Women's Sports
Financial-services firm Ally wanted to increase the ad dollars it spent on women's sports. To do so, it cut the commercials it ran on traditional entertainment-focused cable networks.... https://t.co/BmFwrCvBNw via @variety
Embedding AI Organization-Wide Mirrors Early DevOps Evolution
Do you have an AI org or are you embedding AI across existing teams? This feels very similar to early DevOps where everyone was spinning up dedicated teams and roles, but over time it became something that had to be...
TBAC Survey Launches; Coupon Rise May Pressure Long End
I think TBAC questionnaires go out this week. Any question suggesting an increase in coupon issuance could pressure the long end.
WTI's $7 Drop Signals Ongoing Geopolitical Volatility
WTI crude dropped from $104 to $97.24 in 24 hours — a $7 swing in a single session. That's not a market. That's a volatility event. US-Iran breakdown + supply uncertainty = oil as a geopolitical instrument. Watch $WTI. The whiplash isn't over....
Serial Home‑Service Founder Turns Pool Industry Into Scalable Brand
Here is @jeremyyamaguchi explaining his thesis on why he decided to acquire pool services businesses. So far, he has acquired 10 companies in a short 18 months. Jeremy has previously built, scaled, and exited three home services businesses: 1. Golden Shine (housekeeping)...
BetMGM Lowers FY2026 Outlook, Targets Lower EBITDA Range
BetMGM revises FY 2026 guidance down, per Q1 release: "We continue to expect FY 2026 Adjusted EBITDA between $300-$350 million, albeit towards lower end of the range, while Net Revenue now expected to be between $2.9-$3.1 billion"
BetMGM Q1 Revenue Rises 6% with Strong iGaming Growth
BetMGM Q1 notable figures: - Net Revenue of $696 million, +6% YoY - iGaming Net Revenue +9% YoY - Online Sports Net Revenue +4% YoY - Adjusted EBITDA of $25 million, +11% YoY
Dimon: Private Credit Mostly Stable, Winners Will Vary
Jamie Dimon on private credit: "The actual credit hasn't gotten that much worse. There are pockets where it has. And, you know, the credit spreads themselves haven't gotten much worse in general... "I just don't expect every player to be the...
Black Women Build Their Own Seats at the Table
Black women are out here getting degrees, certifications, and experience — And STILL getting overlooked. This page exists because we deserve a seat at the table. And if they won’t give us one — we’ll build our own. 🖤💻 Welcome to the community.
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
Turn $8M Into $500M by Rolling Up Boring Industries
How to turn $8M into $500M in revenue in 6 years, according to Graham Weaver (he came on MFM recently): - Pick the most boring industry you can find (he picked plumbing + HVAC. $170B TAM) - Buy a small one with...
US Stock Market Health Drives Global Economy and Consumer Spending
This is part of why this administration cares so much about equity markets. The moment the market enters a real sustained drawdown, 401ks, retirement programs are impacted and Americans begin holding on to every dollar they have. That behavior alone...
Streaming Wars Threaten NFL’s Sunday Night Broadcast Future
The Varsity * Russini-gate underscores underlying tension between NYT and The Athletic. * NBA ends its season of tanking. Plus, ahead of NFL Kickoff in September, the streaming wolves are circling Sunday Night Football—so media-industry equity research analyst Michael Nathanson stopped by to...
Infor CEO: Market
And to got to market keeps being vertical says @Infor CEO Samuelson, with a focus on - Discrete Manufacturing - Procrss Manufacturing and Distribution - Service Industry #InforAnalystSummit https://t.co/FJ9jGvZm10
Flat Orgs Overload CEOs and Cripple Team Performance
A few years back, I was running a competitive intelligence project for a client. The whole mission was to interview former employees of their competitors — specifically on the go-to-market side — to understand how they structured their teams, what...
EU Bans China From Research, but Europe Pays the Price
Commentary: EU Shuts China Out of Science Projects, but Europe Will Pay the Price https://t.co/nVLtwgVav5
Supply Chain Strain Peaks at Highest Since Jan 2023
"Global supply chain pressure is at its highest level since January 2023, according to data released by the Federal Reserve Bank of New York." https://t.co/ukMJP5oDLE
China's High‑tech Export Surge Reshapes Global Markets
China Shock 2.0: The Flood of High-Tech Goods That Will Change the World amazing deep dive into the data, from @rwmcmorrow, @Sam1Fleming, @pmdfoster & @leahyjoseph @FT 👉 https://t.co/6LLsSBXlUn https://t.co/o80ETCu1Ki
Zaslav’s Legacy: Common Studio Moves, Just More Visible
I am not holding up Zaslav as a great keeper of the WB flame. But the degree to which his legacy is still defined by Batgirl and other early writedowns and other choices that literally every other studio and streamer...
US PPI Inflation Slows to 0.5%, Easing Fed Pressure
This will come as a relief to many, including the Federal Reserve: Monthly US PPI inflation was 0.5% in March, less than half the consensus forecast. America's diversified economy and its energy security are again distinguishing its economic performance from much of...
Vrabel Likely to Dodge Personal Issue, Avoid Team Candor
Vrabel will be asked and he’s gonna deflect it as a personal matter but he’s not gonna address it with the team with any sort of candor and the players aren’t gonna demand that from him either
Trump’s Withdrawals Gave Iran Nuclear Leverage, Now Trapped
the reason iran has a stockpile of highly enriched uranium…is because trump unilaterally pulled out of jcpoa. the reason iran has leverage over the strait…is because trump decided to on a regime change war with iran. trump now trying to...
Aggressive AI Listicles Trigger Massive Core Update Traffic Drops
I'm looking at several sites right now that got demolished by the last Core updates. -65% in org. traffic / ranks and still declining. One commonality is aggressive AI content, often listicles, that is not relevant to their site.
Kalshi Wins Courts, Shifts Battle to Montana
Kalshi has had the winning hand in court of late and now takes its legal battle to Montana. More on the state-by-state fight over prediction markets, federal preemption, and state gambling and sports betting laws: https://t.co/xz2Ll0GUHR.
PPI Beats Expectations, Yet Pipeline Inflation Still Climbing
Commentators rejoicing in better than expected PPI. However, looking more closely, pipeline inflation is rising. @thestreetpro @business @lisaabramowicz1 @tomkeene @ferrotv
EU Pushes Electrification to Shield Europe From Energy Crises
EU TO BET ON ELECTRICIFICATION TO AVERT RECURRING ENERGY CRISES The European Union 🇪🇺 will float a series of measures next week to help the continent deal with the Iran war’s energy price fallout, as well as electrify the economy to...
Keeping the Heisman Relevant in the NIL Era
Stakeholders look to keep Heisman Trophy relevant in the NIL era of college sports https://t.co/auynNEvsZX
Weekly Cash Flow Visibility Uncovers Hidden Spending
One of my clients just had the biggest aha moment during our cash flow review. We track her spending weekly and she was like "Whoa... that's way more than I thought." That's the moment I live for. She wasn't doing anything wrong. She...
Herbalife Issues $800M Notes, Boosts Credit Outlook
Herbalife plans $800M 2033 secured notes to refinance costlier debt and extend maturities. 78% gross margin, $253M FCF, S&P upgrade support credit. Risk: leverage. Trade accumulate on pullbacks. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Blockade Forces Iran‑linked Tankers to Abort Hormuz Passage
Some of the Iran-linked oil / refined products tankers that attempted to cross the Strait of Hormuz have either stopped or performed U-turns. The blockade, so far, appears effective. Remember, the vessels are not stopped in the middle of the strait,...
Higher EPS Won’t Offset Rising Rates and Inflation
@ferrotv @lisaabramowicz1 @tomkeene @business Regarding your bullish guest (Lisa)who says the EPS outlook has improved so stocks are inexpensive: * The small business confidence is lowest since April 2025. * Global bond yields have risen. The Fed is no longer likely to...
Lilly to Acquire CrossBridge Bio in $300 M Deal
NEW: Eli Lilly has agreed to acquire CrossBridge Bio, the Houston-based ADC specialist led by @Mykalt45 I talked with Michael Torres on his run as a first-time CEO ending with a potential $300M deal: https://t.co/PPk3ZWL5SR
Iran Mulls Temporary Hormuz Shipping Pause to Preserve Peace Talks
SCOOP: #Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a US blockade and scuppering a fresh round of peace talks, a source familiar with Tehran’s deliberations tells @BenBartenstein. https://t.co/KRuCWsRnFA