IEEPA Tariff Refunds Flawed and Likely To
New, from me & @AlfredCObregon: "IEEPA Tariff Refunds Are Far from Ideal—and Could Get Farther" https://t.co/TzV6NA3wCr https://t.co/4NOEcAZJKJ
Starbucks Nashville Hub Signals Shifting US Corporate Map
Great thread helping to explain why Starbucks is opening a support center in Nashville. We've seen these types of things in a lot of restaurant companies.
Sell ATM Shares at 1.25MNAV to Fund Reserves
Need to raise USD reserves 1. to bring dividend coverage back to 24 months? 2. Fund the put dates of the converts At 1.25MNAV there's a perfect way to do that cheaply. ATM common share selling. It's a no brainer $MSTR
Commodities Win High Inflation;
GS: Commodities have tended to outperform in periods of high and rising inflation but with falling inflation real estate and infrastructure stocks have tended to perform better https://t.co/uKhMnG8nTd
Target One Person, Not Everyone, for Inbound Success
I have reviewed hundreds of profiles. The ones that generate inbound were clearly written for one specific person. Not the whole world. One person with one problem.
Leicester's Cash‑out of Parachutes Fuels £375m Loss
The biggest concern for Leicester is that they have already cashed in on future instalments from Premier League parachute payments and player sale instalments by selling those sums to MacQuarie bank. Borrowed a net £85m in the last two seasons,...
Trump Media Appoints Former Hulu Exec Kevin McGurn Interim CEO
Trump’s Media Company Hires Kevin McGurn, Former Hulu and Vevo Exec, as Interim CEO https://t.co/dQ4uq3ymf6 via @variety
Self‑skit Ads Win when You Lack a Product
Here's the TOP performing ad type if you don't have a physical product: When you don't have a product to show, it can be hard to make the ad engaging. This is where the self-skit ad format shines ⭐️. Simply record a...
Tech Junk Debt Spikes as Broader Credit Stays Risk‑on
Software 45% of distressed lev loans, up from 42% $130B+ of junk-rated tech debt maturing in 2028 Meanwhile, the rest of credit is firmly risk-on
USD Floor and Oil Stabilization Signal Fed Trouble
The greenback found a short-term floor at $97.90 just as oil stopped going down. That's not a coincidence. Both are telling you the Fed is screwed. EM and credit feel it first because they fund in dollars and import the oil.
Retail Sales Surge Fueled by Gasoline, Weather, Refunds
Retail Sales: Retail sales strength was driven primarily by higher gasoline sales and other temporary factors... such as warm weather and larger tax refunds. @augurinfinity https://t.co/9qyOInml8k https://t.co/tBmvgFvoEf
Businesses Overlook Retention Despite Higher Acquisition Costs
On Which Does Your Company Focus: #Acquisition or #Retention https://t.co/pFDh3qmTg4 Despite the cost of bringing in new customers is much higher than the cost to keep existing customers, cos place a disproportionate focus on #marketing / #advertising to attract new...
Rays and Royals Battle over Worst Stadium Planning
If the outcomes weren't so depressingly consequential, it would be entertaining to watch the Rays and Royals compete over who has the least thought-out stadium plan. https://t.co/vsEYwrEp1z
AI-Powered Rules Automate LinkedIn Message Management
Imagine this: LinkedIn lets you create a prompt/instructions (let's call it MESSAGES.md and INVITES.md ). You can write instructions as to how to handle DMs and invites to connect. Examples: 1) Auto-archive any messages that are requests for a "paid...
Hire Proven Marketers, Not Generic Buzzword Speakers
ICYMI: Fresh new article dropped: If a candidate talks fluently about Marketing but never connects it to what you said five minutes ago, or specific things they’ve 𝘥𝘰𝘯𝘦 (not “seen”), they’re performing. ChatGPT can do that too. You’re not hiring “generic VP Marketing.”...
Adobe Launches $25B Share Buyback, Signals Confidence
$ADBE Announces New $25 Billion Stock Repurchase Program. “Our new $25 billion share repurchase authorization is a direct expression of confidence in our robust cash flow and the long-term value we are delivering to investors. Returning meaningful capital to stockholders while...
Overhyped PR Backfires, Amplifying Lando Norris Controversy
Great piece by @donaldgmcrae of @guardian on overzealous public relations and management people for Lando Norris. The Streisand Effect in full. HT: @pearbea1 https://t.co/jg0L5Fg0Ll
Caesars Takes Over Iconic Westgate SuperBook Operations
Caesars is set to take over operations of the Westgate SuperBook, one of Las Vegas' most iconic retail sportsbooks, the groups announced earlier today; The popular SuperContest will remain "an integral part of the SuperBook experience," per release
Gen Z’s Ambition Awaits: Rethink Motivation Strategies
Most leaders think Gen Z lacks ambition. They don’t. It just hasn’t been awakened yet. In this episode of Generations at Work, Dr. Tim Elmore and Susan Davis unpack why traditional motivation strategies are falling flat—and what actually works. https://www.maxwellleadership.com/generationsatwork/
Chelsea Home Tickets Sold to Rivals, Profit over Safety
Hundreds upon hundreds of tickets for Chelsea’s final home match available on Todd Boehly’s Vivid Seats website. This could be a crucial match & having away fans in the home end is a risk. Yet all this is sacrificed for...
Warsh Pushes Fed Reform, but Independence Risks Political Pushback
What we learned at the Warsh hearing today • He's serious about his reform agenda, which extends from how the Fed does its economic analysis to how it communicates with the public • He cited inflation measures that are a bit more...
Housing Sector Buzz: Multiple Acquisitions Signal Rising Value
Worth noting the activity picking up in housing sector: $QXO acquires $BLD, $TOL acquires assets from Buffington Homes of Arkansas (it's 16th acquisition since 1995 btw) and $HD adds Mingledorff last month. Some see value in this industry.
Elite Sales Win Through Prep, Not Talent
The gap between average sellers and elite sellers isn't talent. It's preparation. Average sellers wing their calls. Elite sellers spend 15 minutes before every call researching: • Recent press releases • Earnings calls • LinkedIn activity • Industry trends Preparation is the highest-ROI activity in sales.
Oil Surge Makes 2026 Fed Rate Cuts Unlikely
WTI back at $88, with the Strait closed again, means the Fed's path just got harder. Energy feeds into CPI with a lag, so every week oil stays elevated, and every dollar above $80 is another month of sticky inflation prints....
Leadership Must Consistently Treat Employees as True Assets
“Organizations often say their people are their greatest asset. Well, if it’s true, then their corporate mandates & leadership actions must demonstrate that. Always—through good times & bad times.” > https://t.co/b4fWx8JJU0 #leadership #management #organizationaleffectiveness https://t.co/ece2mp97H1
Ceasefire Indefinite as Trump Nears War Exit
talks suspended, ceasefire now indefinite. trump edging closer to getting out of the war irrespective of outcomes in the region.
Cheap Stocks' Historical Edge Vanishes Post‑GFC
For most of modern history, a cheat code was to own the cheapest 30% of the market based on P/CF; you would have outperformed the most expensive 30% by ~3.6% per year. That has broken down since the GFC, &...
Firefly Aerospace to Release Q1 2026 Results May 4
Firefly Aerospace to announce First Quarter 2026 financial results on May 4, 2026 https://t.co/Kg4DJTQoW0 $FLY https://t.co/1g3M7Ez5Wu
Tim Cook Assures He's Staying at Apple
'This is not goodbye' : Tim Cook makes it clear he's not walking away from Apple https://www.techradar.com/phones/this-is-not-goodbye-tim-cook-makes-it-clear-hes-not-walking-away-from-apple
Great Leaders Prioritize People, Numbers Follow
Focus on the People and the Numbers Will Come - CX Journey™ https://t.co/khNFRwn4mf Great leaders are willing to sacrifice the numbers to save the people. Poor leaders sacrifice the people to save the numbers. -Simon Sinek #peoplefirst #peoplecentric #leadership https://t.co/XmqsUT57o8
War and Inflation Redefine the Market Regime
Absolute Return Podcast #272 Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith https://t.co/YruLKBcxdr
Blockade Persists: No War, No Peace, No Shipments
Trump: I have therefore directed our Military to continue the Blockade and, in all other respects, remain ready and able, and will therefore extend the Ceasefire until such time as their proposal is submitted. - So: No war No peace No ships No oil, LNG, fertilizer, or...
Hiring a Manager Transformed My Tax Season
2026 Tax Season.... 🫶 For the first time, "busy" season didn't feel overwhelming. Highlights: - 100 returns completed by 4/15 - Average of 41 to 43 hours/week from January through April 15 - Averaged 8 hours of sleep/night over the last 4 months The biggest reason...
Balancing Economic Scale with Countering Rival Coercion
Thoughtful essay from @edwardfishman on how to "preserve the scale modern economies require while neutralizing the coercive power of rivals such as China and Russia" https://t.co/1cxfvxMWWB
Rams' Post Becomes NFL Teams' Top-Performing Content
Not only was this EASILY the best performing piece of content the @RamsNFL have ever had, but it's also likely the best performing brand content any @NFL team has had (with a nice assist from @SnoopDogg sharing on Instagram to...
Europe’s 450 M Consumers Offer Leverage over China
Mertz nails it - 450 mio CONSUMERS is what Europe is - and that gives us leverage against the world’s factory - China. But only if we team up with someone who has tech and hard power.
Kallas Pushes Free Hormuz Passage, Hints Toll
Kallas is arguing for free passage through Hormuz. Sounds like someone is brewing on building a tollbooth
Brent Surpasses $100 as VP Vance Cancels Islamabad Trip
Brent oil is back above $100 after US Vice President JD Vance called off his Islamabad trip. This follows Iran’s refusal to join talks there to negotiate an end to the War or, at the minimum, extend the ceasefire, which is...
Turn a Tweet Into an MVP and Startup
Developers. This is how you solve a problem with an MVP and sell right away: 1. Get a tweet like the below 2. Build the solution 3. Pitch everyone who commented or liked it or partner with the owner of the tweet 4. Now...
Mentors Prepare; You Must Stay Ready
Your mentors may get you prepared, but they cannot keep you ready. —Tim Cook https://t.co/UnUPBpd1rR
Clear Ownership Drives Superior Execution
If you put your goals in the hands of RPs who can execute those goals well, and if you make it clear to them that they are personally responsible for achieving those goals and doing the tasks, they should produce...
NHL TV Ratings Surge 30% on ESPN/ABC
Very good year for the NHL as far as viewership on ESPN/ABC. ESPN averaged 760K viewers across 54 games on ABC and ESPN, up 30 percent over last year. New measurement helps, as do increased games on ABC. But we definitely...
Liberalizing NIL and Transfers Boosts College Competition
Fun paper on how liberalizing the US college athlete market (aka NIL & transfer rules) improved competition in college sports, with broader labor policy implications: https://t.co/6n9OLql6Ho https://t.co/E3giENONKR
Measure, Build, and Leverage Brand Equity
RT @VisionEdgeMktg 👑 Brand equity: Measure it, build it, leverage it. https://t.co/UWCQAsUDMN #BrandEquity #Leverage #Metrics
Microsoft Launches AI‑focused Premium Content Marketplace to Challenge Google
NEW: @Microsoft saw @Google become the dominant information marketplace over past 20 years. Now, it wants to get ahead for AI era. — The company is building a premium content marketplace for publishers, advertisers and merchants to transact on — It's...
United Exec Slams AA CEO, Calls Him No Bob
Top United Executive Trashes American Airlines CEO: ‘He’s No Bob Crandall’ - View from the Wing https://t.co/BIl4H8M9BB
TAP Pilots Warn Lufthansa: Union‑hostile Culture Threatens Airline Peace
TAP Air Portugal pilots’ union just fired a warning shot at Lufthansa. In a letter to the government, SPAC accused the German group of union-hostile practices and said bringing that culture to TAP would destroy “social peace” at the airline. Down...
Trump’s War Tactics Alienate Key Asian Allies
My take on the Trump's war strategy on @MarioNawfal: "Indonesia, South Korea, Japan, Philippines, and India are under the gun. The US-Israeli war has imposed massive costs on them. Now they are pivoting away from the US." TRUMP = A MASTERCLASS IN HOW...
Trust, Customer Focus, and Humble Sales Drive Leadership
The best CEO advice I received throughout my career: • trust must be #1 business core value • customer service is not a department • sales is the hardest job in any company • customer focus > competitor focus • agency (can do) > intelligence...
Columbus NWSL Franchise Secured for $205M Fee
New at @SBJ: A consortium led by Haslam Sports Group has agreed to pay a $205M expansion fee to bring an @NWSL franchise to Columbus. That's up from the $165M the league received for Atlanta and $110M it receieved for...