Stripe's Managed Payments Automate Tax, Fraud, Dispute Handling
pretty dope release from @stripe. add 1 line of code: {managed_payments: { enabled: true } and boom merchant of record is live don't have to worry about - sales tax - fraud - disputes
Capital Markets Reshape Translational Therapeutics Landscape
The Catalyst Machine | Ep. 931 How Capital Markets Quietly Rewired Translational Therapeutics https://t.co/lWNRxW0wuQ https://t.co/l14X2JfrLX
Alphabet Q4: Search Rebounds 17%, Cloud Drives 48% Revenue
Alphabet Q4 2025: Search reaccelerated to 17%. Cloud hit 48% at 30% margins. Full breakdown live for SCIS members: https://steadycompounding.com/investing/alphabet-q4-2025/
CPI Near 5‑Year Low: Trade Nasdaq Move Live
🔴 TOMORROW: US CPI drops at 8:30 AM Core forecast at a near 5-year low. Hot print → Nasdaq dumps Cool print → Rate cuts back on the table Either way, there's a trade to be made. Join me LIVE at 8AM ET to...
Gold Surge Signals Capital Shift, Not Risk‑On Rally
Record gold prices + a weakening dollar don’t scream “risk-on.” They signal global capital reallocation and rising demand for insurance amid lingering policy uncertainty. Hedging behavior is increasing even as equities grind higher.
Cuba's Socialist Crisis Drives 46% Inflation, Fourth Globally
#CubaWatch🇨🇺: Cuba’s socialist disaster produces an inflation rate of 46%/yr. That makes Cuba the WORLD’S FOURTH-HIGHEST INFLATOR. I remain the only reliable source of inflationary measures in Cuba. https://t.co/tNgaFALVro
Biotech IPOs Deliver Median -15% Return, Outperforming Losses
Humbling 30 year Biotech stats shared by @verdadcap in a recent report: Just over 1,000 biotechs hit $200M mkt cap at some point. Of those, 67% have lost value (had cumulative negative returns), vs 48% for all other US companies....
Paramount Skydance Mulls 15% Staff Layoffs Amid CBS Cuts
The axe is still swinging above CBS News. The Paramount Skydance unit is considering a fresh round of layoffs, according to three people familiar with the matter, and the cuts could total at least 15% of current staff... https://t.co/jKKuul7ixE via @variety
Pair Big Distribution with Startup Innovation for Win‑Win Deals
Large companies have distribution; startups have innovation, and maybe even a product people love. When each party's weakness maps onto the other's strength, that feels like the kernel of a deal. But typically it isn’t. Here’s how to make it work: https://t.co/tWykmze29I
January CPI Likely Spikes Amid Data Gaps
Tomorrow is CPI for January. It's a month that has burned us repeatedly -- core CPI inflation (month-over-month) tends to pick up in January. Consensus forecast has a pickup *but* we do not have a clear sense of the...
Sourcing and Securing Cap Tables: Venture’s Toughest Challenges
Sourcing is the single hardest part about venture. Equally followed by actually getting on the cap table of the best companies.
US Midwest Aluminum Premium Hits Record $1.03 per Pound
"Aluminum prices in the US have been rising faster than global prices for much of this past year because of tariffs. The so-called US Midwest premium...climbed to an all-time high of $1.03 a pound on Wednesday" https://t.co/lVUj91ooyh https://t.co/lIKmsxcJem
AI Tools Transform Business Acquisition and Franchise Analysis
Building AI tools for business acquisition and franchise analysis. Always down to chat with others innovating in this space. DM me
AI Data Center Funding Proves Massive, Rapid Growth
There are reasons to argue about financial bubbles in the funding of data centers, but it is increasingly clear from the numbers that the frontier AI companies are showing that AI is, indeed, a very massive business with high demand...
Tariffs Won’t Drive Reindustrialization Without Consistent Policy
Its a warning shot to people who think tariffs are going to secure reindustrialization. Is it sustainable? Industrial policy can't be on and off and work.
Call Centers Signal AI‑Driven Job Crisis Ahead
A good canary in the coal mine for AI-caused job loss will be call centers. We're currently projecting ~2.75M call center jobs in the US in 2026. In 2016 it was ~2.63M. The global call center market size has grown...
Tight Credit Spreads, Fast‑Food Struggles, Tariff Burden Revealed
🆓 Thursday links: tight credit spreads, fast food woes, and who is paying the cost of tariffs. https://t.co/NOuKmm78S8 image: https://t.co/Lhs7cz5vWL https://t.co/nj3y6g7t8i
Trump’s Policies Projected to Add $1.4 Trillion Deficit
Congress’ fiscal watchdog, the CBO, has just indicated that Trump’s fiscal policies will add $1.4 tn to the US deficit over the next decade. US GOVERNMENT SPENDING IS OUT OF CONTROL. https://t.co/BZNx1n4jtt
Software Short‑squeeze Looms as Consumer Staples Pull Back
Whose ready for the short-squeeze in software over the next week because the 26 year-old analysts at the multi-platform funds convinced their PM's to go max short? Then we'll get the Consumer Staples pullback at the same time, when all the...
Tie US Aid to Venezuela Publishing Detailed
Secretary Wright, the only way to save Venezuela's oil industry—and I say this as an entirely disinterested party—is to tie any US support to reqs that the VZ oil ministry publicly publish regular, detailed oil industry statistics Simple bulk CSV file...
Seedance 2.0 Crafts 15‑Second Narrative Arcs
The most interesting thing about Seedance 2.0 is that clips can be just long enough (15 seconds) to have something interesting happen, and the LLM behind it is good enough to actually make a little narrative arc, rather than cut...
Ford Repurposes Idle Plant for Batteries Amid Market Growth
Ford is going to try to make a go at batteries in its idled plant. I find it hard to be optimistic about that, but it's at least a growing market https://t.co/37Ns45bbLE
China’s Surplus Outpaces Europe, IMF View Outdated
The IMF's standard way of talking about global trade and payment imbalances tends to view Europe and China similarly -- but that is now out of date. China's reported surplus will top $700b in 2025, the euro area's surplus...
CIO Role Evolving Faster Than Tech Stack
The job description is changing faster than the tech stack. Don't miss this high-level strategy session with two of the industry's top minds on the future of the office of the CIO. Feb 13 | 10am PT Live on X....
Venezuela Leads This Week's Hyperinflation, Followed by Iran, North Korea
#HankeInflationDashboard: By my measurements, this week's top 5 inflators are: 🇻🇪Venezuela — 701.6%/yr 🇮🇷Iran — 82.9%/yr 🇰🇵North Korea — 74.6%/yr 🇨🇺Cuba — 46.0%/yr 🇱🇾Libya — 45.6%/yr https://t.co/ghPM730D4X
NN Group Boosts 2025 Dividend by 13%
Ka-Boom💥💥 Dutch insurer NN group hikes the total 2025 dividend by 13% 🎉 Discl: long $NN.AS ChartPorn
Student-Built Livestorm Scales to $20M ARR
Gilles Bertaux built Livestorm for a university final exam in 2016. Nearly $20M ARR. 3,500 customers. $35M raised. Last round was 2020. https://t.co/DXieBIwtcs
Engaged Employees, Not Just Tech, Drive Transformation
Driving transformation requires more than technology - it demands engaged employees who understand the vision and their role in achieving it. Hear strategies from digital leaders. #EmployeeEngagement #Leadership #Transformation https://t.co/7PLi7KH9Ub https://t.co/lvb9oX5v61
U.S. Interest Costs Set to Double by 2036
By 2036, the U.S. will spend $2.14 TRILLION a year on interest payments, versus just $1 trillion today. U.S. taxpayers are being taken to the cleaners. They’re paying for yesterday’s government largesse and receiving nothing for it. https://t.co/xMUu3S9H8I
S&P500 Sees Unprecedented Daily 7% Drops, Echoing Dotcom Crash
Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day. The average drawdown when that happens is...
EXPD Faces Biggest Sell‑Off Since 1998 Crisis
Worst sell-off in this logistics/tech company since 1998 (LTCM & Russian Debt Crisis) $EXPD Bigger than Tariffs, March 2020, 2008. AI Fears https://t.co/pSckCN9oYm
Biden's Trade Deficit Slightly Lower than Trump's, Not 78% Drop
So, for the record: The trade deficit in the first 11 months of the Trump administration was $839.5B. In the same period in 2024, the final Biden year, it was $806.6B. And if you think this year's performance is a...
GBP/USD Poised for Breakout After Coiling Below Resistance
British Pound Forecast: GBP/USD Coils Below Resistance- Breakout to Set the Trend https://t.co/YCL1AwKRyY $GBPUSD Weekly Chart https://t.co/VuEneX3o2g
Free Reforge AI Courses: Prototyping & Evaluation Mastery
Announcing two new Reforge courses: AI Prototyping w/ Ravi Mehta and AI Evals w/ Justin Bauer and Sandhya Hegde 🙌 AI Prototyping Ravi is a former product leader from Tinder, Meta, and Tripadvisor. He has been deep in the weeds,...
Trump Tariffs Backfire as China Shifts to New Markets
US tariffs were supposed to punish China. Instead, China pivoted away from the US and made friends and commerce with non-U.S. buyers. TRUMP’S TARIFFS = BACKFIRED. https://t.co/oibXA4xbmF
Set Limits: Schedule Health, Family Before Work
Running a business never ends. I learned to shut it down with 7 rules: brain dump each night, auto-reply after hours, block time for bills, set reply rules, schedule fun, rank tasks by day week quarter, guard sleep food and workouts. Your...
ARC Raiders Shatters Records, Validates Nexon's Global Strategy
Junghun Lee, CEO of Nexon, said in an earnings release, “ARC Raiders, the biggest new game launch in Nexon’s history, is still growing and sustaining engagement 15 weeks after the October launch. The game has exceeded our most optimistic projections,...
Silver Stalls Below 75; Inflation Data Could Spark Metal Rally
$SLV having big trouble getting above 75.00 again...which still won't be enough to restore confidence. Big inflation report ahead...precious metals may see a big reaction.
Tech Stack and Agile Leadership Drive Banking Performance
A strong tech stack supported by change-ready leadership is essential for improved performance in today’s banking environment. Access the free report: https://t.co/0wah7wPuXN https://t.co/afm9zdd3tL
U.S. Corn Exports Surge 52% Beyond 2020 Levels
🌽U.S. corn export sales for 2025/26 are nearing 61 million metric tons (2.4 billion bushels). Early Feb sales in 2020/21 were similarly massive but heavily skewed by China. Non-China 2025/26 corn sales are 52% larger than at this point in 2020/21!
Domestic Sales and Exports Aren't Comparable Economic Metrics
It is ignored because it is misleading to compare in country sales (generated by Chinese production for sale to Chinese buyers) to exports (goods produced in one country for sale in another). Firms and countries are different economic concepts
Gold Dip After NFP Profit‑take, Still Bullish Long‑term
GOLD ( XAUUSD ) just dumped over a 1000 pips after yesterday's NFP , but what just happened ? 👇 Netanyanho signalled towards de-escalation in the middle east with a potential deal b/w Iran & US This optimistic headlines lead to a...
China Eases Capital Controls as Asset Buildup Accelerates
China usually liberalizes its financial account when the PBOC (now the state banks) are accumulating assets at too rapid a pace, and it wans the dollar risk to be taken by others ... 1/2
Testing Beats Courses: $40k in 90 Days
I spent $30k on a course teaching 'proven systems.' Applied everything. Made $0. I spent $500 testing products with no system. Made $40k in 90 days. Education doesn't matter. Execution does. Test everything.
From Labor to Compute: Economy’s Next Quantum Leap
1900: Internal Combustion + Electricity = 5x GDP growth. 2026: AGI + Humanoid Robotics + Space-based Energy = 50x GDP growth. This is NOT a cycle; instead, we are in a phase change for the species. The transition from being...
Seres Cuts Staff and Pauses Flagship Program
Seres to lay off staff, pause top program in latest reboot https://t.co/yJRtypSN3d by @Lilah_Alvarado $MCRB - 37%
SOLS: Cheap US Uranium Conversion Monopoly Amid Global Shortage
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
Workplace Bias Hides Behind Covert Tactics, Not Overt Acts
Most workplace bias isn't done openly-- it's tactically concealed to avoid being identified and exposed.
Feisty Insights From My Talk with Keith Rabois
Just dropped my conversation with Keith Rabois . Things got feisty. https://lnkd.in/ei2xD9_X
East Asia Drives Surging Trade Surplus, Currencies Remain Cheap
Bingo And the global trade surplus (ex pharma) is now primarily in China, Taiwan and Korea ... Important qualification to the now standard argument the dollar has gotten weaker (which is true primarily if the clock starts at the end of 24,...