Private Credit Outlook Shifts: From Golden Moment to Cautious Reality
Bloomberg ran “key takeaways from the Milken Conference” last year. One was the narrative of a “golden moment” for Private Credit, per the panel. The panel this year might have a different tone. BTW I am on the panel.
Ternus Seen as Apple’s Continuity Candidate for CEO
Incoming CEO Ternus is Apple's 'continuity candidate', says Moor Insight's Patrick Moorhead $AAPL https://t.co/FmBN141F2p https://t.co/mGkOMK8SQL
Tim Cook's Greatest Legacy: Preserving Apple’s Core Culture
Tim Cook will deservedly get a great deal of credit for helping Apple scale into one of the most powerful economic machines in the world. But I think an equally important part of his legacy is cultural. His job was not...
Google, Kia, DoorDash Power NBA Playoff Broadcast
NBA playoffs presented by Google, pregame coverage by Kia and starting lineups by DoorDash. Got it!
Oil Pullback Ends Trade Narrative, Sparks Low‑Price Speculation
When a trade suffers the kind of pullback oil has now seen, it's over. A trade is just a story. It needs excitement and momentum. That's out the window and has been replaced by people asking how low oil prices...
Apple’s Leadership Shift Follows 2,300% Return
#Apple is entering a new era: hardware chief John Ternus will become CEO, w/Tim Cook becoming executive chairman. When Cook took over 15yrs ago, Apple was worth ~$300bn. Today, it is worth >$4tn. Incl dividends, that is a total return...
Markets Brace for Iran Conflict Impact on US Economy
Is the Iran war already hurting the US economy? For their next trick, markets will try to make sense of US retail sales data alongside headlines from the Middle East. #stockmarket #IranWar #economy #macro #trading #dollar #oil https://t.co/K6KFiZlhQl
Onto's Rigaku Stake Raises Valuation Risk, Trim Suggested
Onto buys 27% of Rigaku for $710M, bolstering X‑ray/CD‑SAXS tie‑up; strong cash but 105x P/E flags valuation risk. Trading insight: trim ONTO on strength; watch execution. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Oil Surge Pushes Brazil Real Toward 4.50/USD
We're on our way to $/BRL 4.50. Oil prices aren't going to fall back to pre-war levels quickly, which lifts Brazil's terms of trade and the Real. I'm moving my posts behind a paywall in coming months. Please consider subscribing...
China’s Decade-Long Goal: Avert Global Economic Catastrophe
Oh, Rudy... I'm so saddened by this line: "China is clearly intervening to get the Iranians to open the strait to prevent a global economic catastrophe." @RudyHavenstein Yes... it has been shown over the last decade that China's primary objective...
Every Career Stage: Masterable Presentation Skills Boost Value
At every stage of your career, when you open your mouth you sell yourself, your ideas, your value, and your ability. Fortunately, even if you’re not a born communicator, the ability to deliver a powerful presentation can be learned. #frippvt #virtualcoaching...
Due Diligence Tests a Founder’s Recruiting, Leadership, and Vision
Due diligence is so much about testing a founders abilities. Can they recruit? Do people follow them? Will they figure it out when everything breaks? Are they visionary?
Flacco Gets $4M Guaranteed, Cap‑friendly One‑year Deal
QB Joe Flacco's #Bengals Contract 1-year, $6M base value $4M fully guaranteed 2 void years for cap purposes The deal contains a variety of playing time & playoff-based incentives that max out at $2.75M.
Apple's Hardware Shines, AI Leadership Urgently Needed
My AI is opinionated about Apple today: https://t.co/8L5xphk0qQ Says: “The chip team is in great hands. The AI team is not. Ternus needs to hire a Chief AI Officer immediately. Not a VP. A peer. Someone who can own the AI future the way...
Upcoming Founder & Investor Events: Pitch, AI, Networking
New week, new event roundup. Hope to see you at an upcoming event: ⚾ April 27: Batter Up! San Francisco 🤖 May 5: How to Build an AI-Native Company Vibe Camp Workshop with Lawrence Coburn, CEO & Co-Founder, Ambient 🌲 May 11–13: Camp...
AI Traffic: From Worst Customer to Top Performer
A Year Ago AI Traffic Was Your Worst Customer. Now It Is Your Best. https://t.co/xQGflQOMl2
Ternus Could Boost Apple’s Valuation by Reshaping Narrative
Tim crushed it as CEO of Apple. Ternus has an opportunity to supercharge $AAPL's multiple by changing the narrative, which is the biggest opportunity in big tech. https://t.co/OBAsgEfbOV
Aubrey Lands Record $10M Kicker Season
Brandon Aubrey's #Cowboys Extension 4 years, $28M new 5 years, $33.767M total $15M fully guaranteed $5M more next March Aubrey gets $10M cash in 2026, the largest single season payout for a kicker in NFL history.
Big Tech's Low Taxes Boost Profits, Erode Worker Share
Actually, Pro-Trump MAG4 companies - $META $TSLA $GOOGL & $AMZN - unsurprisingly pay the least US taxes despite being some of the largest companies in the world. https://t.co/80OHUutsyx Also this trend of US corporate profits growing faster than the domestic economy has...
Apple's Cash Soars, Product Innovation Stalls
Apple is an amazing company, that's printed money for a decade... .... but it's been uninspiring on the product front... excited to see if a product-focused CEO will make some bolder bets than the watch and airpods
Youth Sports Turn Into High‑stakes Luxury Market
Sign of the apocalypse when Robb Report does a story on Youth sports. Meet the Families Betting Big on Their Kids’ Athletic Futures https://t.co/I40UVdgZM3 via @RobbReport
Danny Pinter Lands $2.75M Ravens Deal, $1.5M Guaranteed
G Danny Pinter signed a 1 year, $2.75M contract with the Baltimore #Ravens that includes $1.5M fully guaranteed. Pinter played on a $1.6M contract with the Colts last season.
Falcons Fill Roster Gaps with $21M One-Year Deals
Recent Atlanta #Falcons Contracts (est. $21M of cap space) OT Jawaan Taylor 1-year, $5M; non-gtd RB Brian Robinson Jr. 1-year, $2.5M; $775k gtd QB Trevor Siemian 1-year, $1.3M; non-gtd LB DeAngelo Malone 1-year, $1.5M; $215k gtd CB Darnay Holmes 1-year, $1.2M; non-gtd RB Tyler Goodson 1-year, $1.145M; non-gtd
Consolidate AI Experiments, Focus on High-Value Use Cases
RT If you're serious about AI in 2026, start killing or consolidating scattered experiments and back a smaller set of high-value use cases with clear ownership, metrics, and governance. Less chaos, more compounding value. #CIO #AI @Star_CIO https://t.co/VtuS5rQ0ZG
US‑Iran Talks Will Steer Markets over Next 48 Hours
Here's the top global macro event risk over the next 48 hours. I think there is a lot of important backdrop to the likes of US retail sales, UK jobs and Tesla earnings....however, I think the US-Iran negotiations will be responsible...
Unified Hub Links Agents to SMB Ad & Analytics Tools
What is the best platform for connecting agents to the everyday systems needed by SMBs? Eg support for Google and Meta ads and analytics
Labor Market Power Flip Was Brief and Now Gone
Something shifted in the labor market that most people did not notice until it was already gone. There was a window where the negotiating dynamic actually flipped. I watched it happen in real time through the volume and tone of...
Apple CEO Tim Cook Announces Departure, Executive Shake‑up
Apple CEO Tim Cook To Step Down. IPhone Maker Shakes Up Executive Ranks. https://t.co/I8KNNFMGab $AAPL
AI Could Automate Team Journaling, Saving $14K Monthly
every sunday I journal through every person on my team. can this role be automated? can AI do 80% of it? last month i cut $14K/month in team costs doing this exercise.
Dr. J’s Bottling Deal Sparked Billionaire Success
Today, I moderated a panel in Philly with the legend Dr. J talking business and trade. We even recapped his deal owning a Coca-Cola bottling company decades ago. It’s the same business that turned the late, great Junior Bridgeman into...
Bills Lock in Low-Cost Depth, Preserve $12.7M Cap
Recent Buffalo #Bills Contracts (est. $12.7M of cap space) C Lloyd Cushenberry 1-year, $1.4M, $1.2M gtd C Austin Corbett 1-year, $1.4M, $1.2M gtd S Damar Hamlin 1-year, $1.2M, $25k gtd WR Trent Sherfield 1-year, $1.3M, non-gtd
Bolt Employees Lose Paychecks Amid Payroll Glitch Claims
Sources telling me @bolt employees have had their most recent paychecks clawed back from their bank accounts. Bolt is blaming 'tech glitch' at payroll processor, but speculation is Bolt can't even make payroll, per sources familiar w/situation.
Jaguars Free $5.7M Cap, Walker Earns $10M Raise
Travon Walker's #Jaguars Extension 4-years, $110M new 5-years, $125M total $50M g'teed at signing $15M more next March 3-years, $77M practical The Jags free up $5.7M of 2026 cap space with the extension, while Walker gets a $10M raise this season.
Startup Hype Eclipses Real Product and Cash Reality
Overheard in NYC “we can’t just vibe code this product we have to build a real saas platform [pounds the table]” “we just need to get on calls and we’ll have fucking sales pouring in through the windows” “we could just keep doing...
Passion at Work Attracts Top Talent, Says Tim Cook
Tim Cook reminds us that a passion for work is a talent magnet for the best recruits https://t.co/TYGbP7Mxsl
Alex Cooper's Media Empire Faces Unexpected Growing Pains
Great reporting from @ashleyrcarman on media darling Alex Cooper and her struggles to build a media business.
Apple Announces John Ternus as New CEO, Cook Steps Down
Didn’t realize that day in Grand Central I was getting a selfie with Apple’s new CEO. John Ternus, far right, takes over as Apple CEO in September. Tim Cook (second photo), CEO since 2011 becomes Executive Chairman. Between us is...
Tiny Triggers Can Jeopardize $110 Trillion Economy
turns out it doesn’t take much to hold a $110 trillion global economy at risk.
Threads Adds Shareable View‑count Card for Profiles
You can now create a shareable views count card on Threads 🆕 And choose to display your view count on your public profile Here’s my view count for the past 30 days
Steve Jobs Championed Small Teams for Big Breakthroughs
Tim Cook on how Steve Jobs believed that small teams could do amazing work. https://t.co/k7bMtFM6hs
AI and Creativity: CEOs Forecast Future Collaboration
MyPOV: @Adobe CEO @snarayen with @nvidia CEO Jensen Huang sharing insights on the future of AI and creativity. #AdobeSummit https://t.co/Fmlwzxeza8
Tim Cook Scales Apple, New Leader Needed for AI
Tim Cook is a scaling god, he’s not a new idea guy. No one else could have built up Apple into the juggernaut it is today. Someone else needs to bring Apple into the AI era.
Missing Cultural Guardrails Cause Systemic Failures
When Guardrails Fail, Systems Break - and the Golden Thread Snaps - CX Journey™ https://t.co/yIwQNDkOX6 Most organizational failures don’t begin with bad actors or broken systems. They begin with missing or inconsistent guardrails, i.e., #culture. https://t.co/k8dOhNe05M
Keep a Live ICP Markdown File Updated Regularly
If you’re building a business and using Claude I highly recommend creating a living ICP MD file - add to it every couple weeks and refine it. Narrow is good, detail is gooder.
More Startups, Fewer Staff, Jobs Demand Founder Mindset
1. We will have 10x the number of startups 2. .... with 50% less employees each 3. ... which means a LOT more jobs 4. ... but those jobs require a founder/startup mindset, which most folks simply don't have
John Ternus Brings Authentic Leadership to Apple
Pleased to see John Ternus taking the reins at Apple. When I interviewed him in 2024 he seemed much more straightforward and (for lack of a better term) "real" than many other tech executives I'd encountered. https://youtu.be/QQk7KKQ8jTo?si=GCIota5EChvLyn2R&t=606
Apple Needs Product‑Centric CEO, Not Logistics‑Focused Leader
"Apple now needs a product-focused CEO, not one centered on logistics. Apple has “pulled the string” on too many product categories, only to see them fall short of meaningful scale, or fail to materialize entirely. But AI is not something...
Apple’s AI Shift Sparks Surprise CEO Exit, Ternus Chosen
These will be big shoes to fill and the timing of Cook exiting stage left as CEO could make sense but also creates questions. Apple is making a major transition on its AI strategy and longtime CEO and legendary Cook...
China’s Auto Export Surge Defies EU Tariffs
The second China shock isn't going to go away on its own, or with half measures -- China's auto exports to Europe, for example, have clearly reaccelerated (even with the narrowly targeted CVDs against battery electric imports) 1/ https://t.co/pdaadEXUrD
Thoughtful Strategy Docs Spark Excitement and Deeper Collaboration
I just reviewed a 41-page strategy document from a team I hired to help me with a few things. I LOVE working with professionals. Every line in this doc is thoughtful and attentive, reflecting all the conversations and working sessions we’ve...