Zoho Accelerates Growth After Year of Deliberate Expansion
The amount of growth by @Zoho over the past year is incredible. Historically, Zoho has been very deliberate and measured with their expansion. The past year, they hit the gas...big time. #CIO #ERP #ZohoDay26
Global Growth Slows, Rates Sticky; Shorten Treasury Duration
Macro: global growth slows; rates remain sticky. Key factors: US CPI, China demand, energy. Risks: policy missteps, inflation shocks. Trade: shorten duration in US Treasuries. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Growth Hack 2026: Let AI Agents Recommend You
the best growth hack in 2026 will be to build something so good that AI agents recommend it to users Not word of mouth… word of agent
Lockheed CEO Rules
Lockheed CEO Taiclet says LMT never considered spinning off part of biz to allow for direct DoD ownership stake: L3Harris "didn't have, I guess, apparently, the resource to manage the scaling themselves." If regulators had allowed LMT to buy Aerojet "we...
Dalio Predicts US Will Print Money, Devalue Currency
Ray Dalio, founder of the world's LARGEST hedge fund, on the national debt: "When countries essentially go broke, what they do is... print money, devalue the currency, and create an artificially low interest rate...that is the way the [US] will do...
Lagarde’s Early Exit Fuels Concerns over ECB Politicization
The ECB should be apolitical. But now President Lagarde says she’s leaving early. According to people “familiar with her thinking,” this is so Macron can pick her successor before the French Presidential election in April 2027. Not very apolitical at...
Hawks Push Back, Hint at Two‑Sided Policy Language
FOMC minutes suggest that the hawks pushed back. "Several would support two-sided language" about policy direction and "several" noted that if inflation remains high, rate hikes might be necessary.
USD/CAD Nears Yearly High, Breakout Risk Rises
Canadian Dollar Forecast: USD/CAD Advances Toward Yearly Open – Breakout Risk Builds https://t.co/LswuuI4iVW $USDCAD Weekly Chart https://t.co/AfSOwTDtR3
Data Centers Drive Growth as Fed Shows Internal Split
Today’s burst of economic data showed an economy still powered by the boom in data centers with some broader increases in vehicle orders (Dec) and production (Jan). Housing starts popped in December and were revised higher for November. Good...
SVIX Looks Bad on 15‑minute Chart; Do Your Own Analysis
This thing does not look well (SVIX on 15 minutes). Do your own work. https://t.co/81j1h6AyOe
Two Red Flags Mean It's Not a Real Prospect
Founders: Sales discovery qualification checklist: 🚩 Can't quantify problem cost 🚩 Unclear who signs the contract 🚩 No budget history for similar tools 🚩 No compelling event driving action 🚩 Refuses to discuss investment level Two red flags means they're not a real prospect.
ETF Inflows Double Historic Pace in First Six Weeks
Here's ETF flows for the first six weeks of the year historically. This year is off to the best start almost by double. One reason is growing depth of cash vacuum cleaners. VOO, SPYM hoovering as always but there's already...
GRC Tools Need Business‑focused Risk, Not Spreadsheet Tickets
There are a lot of new entrants coming into the GRC market right now, which tells you something interesting is happening. But most of what I see still feels like workflow layered on top of spreadsheets. Executives do not need more...
AI Startup Nets $11B Valuation Tackling Boring Tech Issue
This AI startup is valued at $11B for solving one of the most boring problems in tech.....
FOMC Minutes Reveal Split Views: Cut, Hold, or Hike
Key paragraph of the FOMC minutes from January. (I am honestly a bit confused by the 'minutes math.') The main takeaway is that there is considerable disagreement. Cut, hold, and (even possibly) hike all got a nod. https://t.co/eV9ldjldl1 https://t.co/K53g1yqKJ8
Lennar’s 13F Reveals 18.5M Opendoor
A note re: $OPEN and $Lennar --- if you back it out, Lennar held 18.5M shares of Opendoor at end of its Q3. The 13F likely indicates either they had some anti-dilution protections or participated in debt-for-equity swap, and that’s why...
Ads Work; Doubting Them Reveals a Skill Gap
So many people say “ads don’t work; write content.” All of my companies for 22 years grew with ads 𝘧𝘪𝘳𝘴𝘵 and forever. Ads won't be effective for 𝘢𝘭𝘭 companies, but "I've never seen it work" is an admission of lack of...
50+ Enterprise AI Agents Every CIO Should Know
RT If AI agents are on your 2026 roadmap, this definitive guide to 50+ enterprise agents (what they do, where they fit) is a must‑read for CIOs and CDOs. #AI #CIO @Star_CIO https://t.co/jLE8sizbgZ
Camp Hustle Blends Pitches, Niche Investing, and Wellness
What are we doing at Camp Hustle? What to expect? • An angel track with a live deal review • A VC track with a pitch clinic • A Shark Tank-style pitch event • Niche breakouts covering super specific niche investment topics • Wellness activities...
AI’s $10B Future Lies in Boring Legal Automation
This AI startup just hit an $11B valuation by solving one of the most boring problems in tech.... Harvey is reportedly raising $200M and has reached: - $190M in ARR - 1,000 customers - 100,000 lawyers on the platform So...
FOMC Minutes Show Market‑Aligned Outlook, Fragile Jobs, Slowing Inflation
Few FOMC minutes takeaways: 1) Cmte basically in line with markets on major economic variables 2) Labor markets no longer outright weakening but remain fragile 3) Inflation decelerating as tariff passthru done, housing has downside (a misread on bad CPI method in Oct?) 1/...
Tariffs Fail: US Down to Five Aluminum Smelters
"U.S. import tariffs haven't been enough to stop the United States losing another aluminium smelter, leaving the country with just five primary metal production plants." 😲 https://t.co/T5U4nxglb0 https://t.co/EOQY3OwzE6
March 2Y Futures Expected Heavy Amid Nasty Roll
Great reminder futures rolls (H25 to M26) are upon us. Bottomline March 2y futs should be heavy. Roll is nasty at -4.5 which should add to the flattening pressure along with front-end auctions next week.
AI Productivity Tricks Don’t Scale to Real Team Workflows
Most AI productivity hacks you see on LinkedIn don't work. They work for one person, on their own laptop, with no one else involved. That's not your reality. Your reality is shared Google Docs with 14 contributors. Confluence pages that...
Fed Minutes Reveal Larger Faction Demanding Higher Cut Threshold
Minutes from the Fed's Jan. 27-28 meeting laid bare a lingering divide over where to set the bar for further rate cuts. In Fed speak, "some" is larger than "several" which means the group of "some" officials that includes those with...
One Quirky Prop Turned a Bland Shirt Ad Into Bestseller
Every shirt ad looked the same. One prop changed everything. In 1951, Hathaway was a small shirt company from Maine that most people had never heard of. They had a $30,000 ad budget, a fraction of what their competitors were spending,...
World Order Collapses: Entering Stage 6 of Global Disorder
It’s official: The current world order has broken down. In my parlance, we are in the Stage 6 part of the Big Cycle in which there is great disorder arising from being in a period in which there are no rules,...
AI Workflow Replaces WhaleWisdom for Fund Portfolio Tracking
With 13Fs for Q4 out, retweeting this AI workflow (which I quite like). I will be building a stack of a couple dozen funds I follow to get a quick look at their portfolios: new additions, size ups/downs and portfolio...
Fix the Math Before Scaling Your Business
Most businesses struggle for one reason: you ignore the math. If you close 80% of sales calls, you are underpriced. If your LTV to CAC is below 3:1 with humans involved, your model breaks at scale. If you wait more than 60 seconds...
Stand Out by Thinking Differently, Not Just Being Expert
People don't become known for their expertise They become known for how they *think differently* about their area of expertise Recognition follows a distinct, ownable idea (not volume, not credentials, not even quality of work) If your thinking sounds like everyone else's in...
Portfolio Thrives on Chaos, Not Just Individual Edges
One more tweet as I've been procrastinating this am. This short exchange actually captures a lot of how I think about a portfolio when you roll it up to a high level. Trading your little edges but the portfolio wants...
Too Much Experience Can Cost You the Job
Storytime: I went on an interview for a leadership role I was genuinely excited about. The hiring manager shared that the position had four direct reports in the U.S. I told her that was great and mentioned that I currently...
Mania Depression: Elites Stagnate, Borrowers Slip Further
FWIW - The sentiment data suggests its not a "boomcession" we're experiencing but a "maniapression." Those at the top can't put enough into the markets, while those at the bottom fall further and further behind on their loans.
Building a CIO Office to Impact 1,200 Families
My favorite part of my job is working with C-suite officers. Right now, I’m helping build the Office of a CIO ahead of a corporate split. Day 1, she inherits a brand-new company. We meet daily and work through org design, capital allocation,...
NYC Deficit Sparks Mayor's Risky Corporate and Property Tax Plan
New York City faces a fiscal crisis –– a $5.4B budget deficit. Mayor Mamdani’s plan: tax the most profitable corporations or INCREASE PROPERTY TAXES FOR THE FIRST TIME IN DECADES. MAMDANI’S PLAN = A PLAN TO KILL NEW YORK’S ECONOMY. https://t.co/HKJXzJh4Cu
Putin Sees Prolonged War as Leverage, Feels Victorious
“President Vladimir V. Putin believes he is winning, military and intelligence officials from several Western countries said in recent days. And he is convinced that even if it takes 18 months to two years to complete his hold on the...
Customer Obsession Turned $6M Into $5B
Coach went from $6M to $5B because Lew Frankfort focused on one thing: Customer obsession. Function. Difference. Emotion. That’s brand power. #Branding #Leadership https://t.co/dSE0pXRsTs
TSLA $365 Drop Represents 1‑
Using a 40% vol for TSLA, the stock dropping to $365 by March expiry is about a 1 st dev move. If normal distrubution the fair odds for that are 5-1. The 370-365 ps offers 5.7-1 It's not a rec...
US Investors Turn Bearish on France as Macron Exits
US investors are gloomy on France as Macron era approaches its end https://t.co/a4q0NEuH3I via @WHorobin https://t.co/vhSuc9Ovr6
Topicus Mirrors 2015 Constellation Software Valuation
At the current market cap, Topicus is effectively a “2015-vintage” version of Constellation Software $CSU $TOI $TOI.V
Use Return Dispersion to Forecast Rotations and Outperform
Periods of high return dispersion are an opportunity for investors. As return performance gaps widen and valuation spreads develop, the ability to quantify the current rotation regime and anticipate the next one can deliver outperformance relative to...
Automated Outreach Drives Growth without Any Ads
The last 25min on Podscan have been pretty exciting :D I have fully automated my customer discovery and outreach process. It's picking up quite a bit. And that's with 0 ads. I'll open that faucet soon, too. https://t.co/BY5051Wnm8
Value Over Novelty: Prioritize Meaningful Innovation
Not all innovation is good. Just because something is new doesn't mean it's better. Focus on meaningful innovation that truly adds value rather than chasing every new trend.
Mega‑Cap Weakness Could Drag Entire S&P Down
The reason this is important (even though it’s only a few stocks) is that the Mag 7 is so big that if they should fall they could well take the S&P 500 (cap-weighted) index with it. History shows (below) that...
Spot Red Flags in Discovery Calls, Move On
Founders: Discovery call warning signs: 🚩 Vague answers about current challenges 🚩 'Need to talk to my boss' responses 🚩 No current spend on similar solutions 🚩 'No rush' timeline signals 🚩 Deflects all pricing questions Seeing 2+ flags? Move on to better opportunities.
Adaptability Fuels AI Revolution: Build Windmills, Not Walls
Build Windmills, Not Walls: Michael Gerstenzang Cleary Gottlieb’s managing partner until last month, Gerstenzang shares insights about the importance of adaptability, the AI revolution, and more. LINK: https://t.co/vXUH338qAL https://t.co/SZIJHMLcnA
Pentwater Leads Merger Arbitrage with $10.6 B Book
Largest merger arbitrage books (by 13-F*) Pentwater: $10.6 billion HBK: $8.1 billion Millennium: $7.8 billion Balyasny: $5.3 billion Fidelity: $4.4 billion Citadel: $2.9 billion Qube: $2.7 billion AQR: $2.4 billion Glazer: $2.3 billion Magnetar: $2.1 billion h/t Cantor
AI Enhances, But Can't Replace Human Insight in Journalism
A wonderful evening with the @Columbia Knight-Bagehot Fellows — journalists taking a deep dive into business, economics, finance and technology at a moment when rigorous reporting has never mattered more. We talked about leadership, resilience and AI — and the responsibility...
Cloudflare Beats Revenue Forecast, Stock Soars on Enterprise Momentum
.@Cloudflare crushes analysts’ expectations on revenue and its stock soars in late trading https://t.co/RRvAoDmATi @SiliconANGLE @Mike_Wheatley “If those three metrics are moving together, it often points to enterprise commitment velocity improving…” - @Chirag_Mehta @constellationr
Optimistic AI Startups Can Disrupt the Doomsday Narrative
So many doomsday predictions from the biggest AI players...who also need to justify massive capex. If you're a startup with a more optimistic and nuanced take on the future of work, this is your opportunity. The dominant narrative is ripe...