Delrahim's Gambit Could Save Ellison Billions, Seal Merger
If this gambit works then Makan Delrahim saved the Ellison family many billions of dollars and potentially closed the merger.
Supreme Court Destroys Trump Tariffs, Supply Chains Reset
With the Supreme Court striking down Trump’s tariffs, how will supply chains and logistics reset?
SCOTUS Issues 6-3 Ruling Against Administration on Tariffs
1/ We have the #tariffs opinion from #SCOTUS. Bottom line: a 6-3 loss for the administration. LINK to opinion: https://t.co/ITOB5aymTt
Supreme Court Blocks Key Tariff Components, Administration Must Seek Alternatives
Update on US tariffs: The Supreme Court has ruled 6-3 against components of the administration's tariff policy. The ball is now in the administration’s court—specifically the willingness and ability to impose tariffs under alternative legal authorities. #economy #tariffs #markets
Conservatives Embrace Carbon
Very interesting that Thomas, Alito, and Kav would sign up for carbon border adjustments under the President's emergency authority. Key question is whether the liberal wing can find space between tariffs and carbon border adjustments. https://t.co/TyTuDsECLC
Court Blocks Trump Tariffs, Military Eyes Iran: Brace for Volatility
US Supreme Court Ruling Against Trump Tariffs + US Military preparing for an operation in Iran. Well , that's going to be a crazy end to the week. Embrace yourself for volatility.
AI Tool Buzzy AI Disrupts Viral Video Industry
Holy shit...Buzzy AI just killed the entire "viral video" industry. It uses AI to research what's actually going viral, then generates videos that match those patterns with your brand. This changes everything for content creators. Here's how it works↓ https://t.co/FGWGX9AUam
Sarandos Reaffirms Netflix Commitment to Warner Bros Theatricals
Takeaways from my interview with Netflix’s CEO Ted Sarandos, specifically his detailed commitments to theatrical releases for Warner Bros movies ⬇️⬇️ https://t.co/y6Ya3j2nWi
Yield Curve Ste
USTs for now reacting to the loss of tariff revenue, but it remains to be seen how this plays out. Curve steepening https://t.co/ZMjLP2vbxi
Capital Shifts From Tech to Real Assets Amid Deglobalization
This is what happens when export $ recycling slows in a world that is deglobalizing. I.E. When the movement from Capital to Labor shifts, the flow of equity flow moves from digital to real things, from software to hardware, trade...
MFA: Simple, High-Leverage Security for SMBs
Multi factor authentication is still one of the highest leverage security controls for SMBs. It is not flashy, but it closes real doors. Simple controls done consistently still win. https://buff.ly/jk1Ucgh
US Q4 Growth Stalls at 1.4% Amid Shutdown
The US econ grew less than expected in the fourth quarter, weighed down by a record-long govt shutdown, weaker consumer spending, and softer trade. GDP expanded at an annualized rate of 1.4% in Q4, down sharply from 4.4% in Q3....
U.S. Debt Surge Demands Immediate Fiscal Brake
While the U.S. private sector repaired its balance sheet after 2008, the government did not. Gov’t debt to GDP ratio has climbed from 40% in 2007 to almost 110% today. THE U.S. NEEDS A DEBT BRAKE. UNSUSTAINABLE DEBT = FISCAL CRISIS. https://t.co/38NJYDyJgP
Turn Cybersecurity Into Competitive Advantage with Proactive Leadership
Cybersecurity leadership today goes beyond defense. We need to turn security from a barrier into a business advantage. We do this by building teams and systems that anticipate threats before they disrupt operations.
Adjusted Q4 GDP Shows Stronger Growth, Q1 Rebound Expected
Real GDP rose at a 1.4% annual rate in Q4. But the "truth" is better because shutdown-induced real Federal spending cut subtracted 1.15pp. Expect much of that to be added back in Q1. Consumer spending (+2.4%) and business fixed investment (+3.7%)...
Weak US Data, Traders Brace for Geopolitical Risk
US GDP, PCE comes in weaker, why no market reaction? Stocks remain lower. Gold is pushing higher. The dollar remains firm. Problem is - Traders are pricing in risk. With growing fears of a potential conflict over the weekend, positions are being...
Core PCE Inflation Ends Year Elevated, Near 3%
A strong finish to the year for core PCE inflation. And not "strong" in a good way. Annual growth rates. 1 month: 4.3% 3 months: 3.1% 6 months: 2.9% 12 months: 3.0%
Historic Uncertainty Spurs Opportunities in AI and Energy Stocks
Thoughts? The World Uncertainty Index has surged to historic levels—exceeding Iraq War, COVID, and 9/11—and identify five stocks positioned to perform well under these geopolitical conditions: Palantir (AI battlefield intelligence), ExxonMobil and Cameco/CCJ (energy security), and NVIDIA (AI defense technology),...
Core PCE Near Target; Fed Cuts Still Unlikely
Q4/Q4 core PCE inflation was 2.9% last year (vs. 3.0% in 2024). Trump's statement on the GDP report includes a parenthetical jab at the Fed chair, but there's not much of anything in this report that tells the Fed it...
2025 GDP Volatile, PDFP Shows Steady Growth
Did 2025 feel like a wild ride? GDP feels your pain. The quarterly swings were big and short-lived. PDFP, which focuses on consumption and private fixed investment, showed more even, solid gains. https://t.co/LlVwQ7yna5
Ubisoft CEO Unveils $200M Cost‑Cut, Creative House Plan
Ubisoft CEO Explains Three-Year Plan to Revamp Game Publisher Through New ‘Creative House’ Strategy, More Than $200 Million in Cost Reductions https://t.co/3Q14sQldSc via @variety
2026: First SAFE to Convert at 20% Premium
Calling it now: 2026 will bring the first SAFE that converts at a 20% PREMIUM to the next round. We’ve officially reached that part of the cycle.
US Underlying Domestic Demand Grew 2.4% in Q4
US GDP: A gauge of underlying domestic demand—real final sales to private domestic purchasers (GDP less inventory change, net exports, and government spending)—grew at a 2.4% annualized rate in Q4 https://t.co/XefZvVp18v
Launch a $500 AI Business in 90 Days
If I had $500 and 90 days to build a real business, here is my exact playbook. No team. No funding. No connections. Just AI and relentless execution. Most people would spend 6 months planning. I would have paying customers by Week 3.
Know Your Lead's Value, Transform Your Agency Strategy
Here’s a question most agency owners can’t answer: What is a single lead actually worth to your business? When you know that number, everything changes: what you spend on ads, which partnerships you say yes to, whether that content strategy is actually...
Inflation Surges, Growth Slumps: White House Economist Stumbles
Higher than expected inflation and lower than expected growth. what an ugly day for white house chief economist hassett and Trump narrative. Do not worry, CPI is out next week and that's easier to manipulate.
Non-Degree Credentials: Popular but Value Remains Uncertain
Non-degree credentials are surging in popularity, but are they adding value for the learners that are earning them? To dig into this question, @JSelingo and I sat down with @mattsigelman , CEO of the Burning Glass Institute, a research organization...
Most Weekly BDC Discounts Are Mispriced—Learn Why
Everyone has a BDC take this week. Most of them are wrong. If you don't understand how they trade, what drives the discount, or why NAV isn't what you think it is, start here. https://www.junkbondinvestor.com/p/the-bdc-primer-part-1
Trump’s 5.4% GDP Claim Was Just a Model
Remember when Trump was bragging about Q4 GDP growth, quoting a 5.4% rate? That was the Atlanta Fed's GDPNow model, not the actual. Now we have the actual: 1.4%. Moral: Don't take GDP "trackers" or anyone citing them, remotely seriously....
Q4 GDP Misses, Core Inflation Surges Above Forecast
Q4 GDP prints at 1.4% vs expected 3% - Previously 4.4% December Core PCE at 3.0% vs Expected 2.9% - Previously 2.8% y/y Core PCE 0.4% m/m vs Expected 0.3% - Previously 0.2%
Train Focus Like a Muscle, Curate Your Attention
I stopped trying to avoid distractions by force. Instead, I intentionally trained my focus (like a muscle). If you choose what deserves your attention, you curate an environment where deep work comes natural. Few.
ETF Fees Halt Decline as Higher‑cost Products Gain Traction
The race to zero has hit a wall as the asset weighted average ETF fee has finally stopped its descent and even reversed a bit (this chart is one of the scariest, albeit slow moving ones for Wall St, equiv...
Strong US Payrolls Can Depress Dollar, Boost Euro
On Aug. 3, 2012, Goldman put out a trade recommendation to go long Euro. The next day was US payrolls, which were stronger than expected. That caused Euro to jump and USD to fall. An example that strong US data...
Consumers Misunderstand Credit Scores; Banks Must Rethink Risk
Most consumers don’t understand how their credit score is calculated, and stigma keeps them from getting help. Financial institutions must rethink risk. We explore this with Steve Min, Chief Credit Officer at @CreditOneBank. Watch the full episode now: https://t.co/wUIHckaAy4 https://t.co/dX96wDMpfj
Trump's Blockade Collapses Cuba's Tourism Industry
#CubaWatch🇨🇺: Thanks to Trump's blockade, Cuba's tourism industry has entirely collapsed. Major hotels and airlines have completely shut down. Stay tuned. https://t.co/BF6qoIAgu0
Food & Ag Industry Braces for Rising Ransomware Threats
Food and ag sector weathers more ransomware attacks, braces for ‘strategic adaptation’ threats - Threat Beat https://t.co/Vt6H5NKPsU
Dollar Holds Firm Amid Looming Tariff Decision and US Data
Tariff Decision Day?: The US dollar is trading mostly firmer but quietly in what could be a volatile North American session. It is not just about the US data, of which there is plenty—including the PCE deflator and the first...
Strong US Data Must Decouple to Trigger Dollar Decline
The US is outgrowing everyone else and that'll stay that way into this year's midterms. So, for the Dollar to fall, you need a correlation break whereby strong US data cause USD to fall. This is how the Dollar traded...
Design Wins When You Redesign the Entire Service
I once worked with a company that sold frozen ready meals to elderly customers. They wanted better website conversion rates. Straightforward brief, right? We did user research and found the real problems had nothing to do with the website: - Customers were...
Protecting Domestic EVs Requires Tariffs or Local Content Rules
Very good Rhodium piece on the cost advantage of Chinese EVs: “In practice, countries seeking to protect domestic industries have two broad options. One is to impose very high tariffs that account not only for subsidies but also for structural...
AI Becomes Mandatory Backbone of Enterprise Customer Service
Customer service is where artificial intelligence has officially moved past the hype. @NICEComms recently reported their full-year 2025 financial results, and the numbers point to a clear structural shift in enterprise adoption. Their AI annual recurring revenue grew 66% year over...
USD Firming Ahead of Data, SCOTUS Tariff Ruling
$USD enjoys a firmer tone ahead of US data and possible SCOTUS decision on POTUS use of emergency powers to levy broad tariffs. Mkt tensions over possible US-Iran conflict seems to have eased for the moment but have not...
Gold's Parabolic Surge May Be Overheated, Reversion Likely
The Rock May Be Too Hot - Gold vs. Commodities - Inflation is notably absent from gold's parabolic rally, which may suggest a too-hot rock if history is a guide. From a base of 100 in 1964, gold in terms...
AI Writes Code Faster than We Can Review
▶ Reading unfamiliar code is exhausting. Now imagine that code is coming from an LLM that writes faster than you can think and doesn't take lunch breaks ◀ This 👆 perfectly captures the AI productivity paradox: code is written faster than...
Why Top VC Quit for Government Tech Revolution
Sat down with @skupor, Director of OPM and former a16z managing partner, about why he left a comfy VC job to work in Gov and what he's building with @USTechForce. (00:00) His wife's reaction to leaving a16z (04:00) How this Trump admin...
Anthropic Alienates Open‑source Devs, Pushes Enterprise‑only Lock‑in
Anthropic has alienated devs who care about using open source tools, portability between vendors and using LLM subscriptions in the tool of *their* choice This all seems deliberate: Anthropic gunning at enterprise, not caring much if these devs go elsewhere/use other...
AI's Growing Influence on HR Strategy Unveiled
#HR State of the Union: Understanding #AI's #Impact on Your Business Webinar @HR_Exec https://t.co/bLHuEenGHT #HCM #HRM #HumanResources #HRTech #CHRO #CPO #Hiring #Recruitment #PeopleManagement #Culture #Change #FutureofHR #HRCurator
VNET CEO Purchases 40k Shares at 69p
Joint Chairman and CEO at #VNET bought 40,000 shares at 69p each. I don't hold.
Consistency Drives Retention in High‑Touch Support Teams
When your business is built on high-touch support, retention isn’t just about content or curriculum 👉 It’s about consistency. A couple months ago, I was chatting with a client who had just gotten back from maternity leave, where she had to...
UK Retail Sales Record Fastest Growth in 20 Months
UK retail sales begin the year with the fastest growth in 20 months https://t.co/GPGNaZk4Oa via @irinaanghel12 https://t.co/kAm5UcAWvQ