Money Supply Surge Outpaces Golden Growth, Fuels Inflation
My take on @PalisadesRadio on America’s inflation problem: "The US will have trouble getting the inflation genie back in the bottle because the money supply has been accelerating for 18 months, growing faster than Hanke's Golden Growth Rate." https://t.co/0f14uwnTFx
Invest in Long‑Term Global Demand, Not Market Guesswork
People sometimes ask what I think about 'the market,' & my typical reply is that I have no clue, but I do feel pretty strongly that over the next 5-10 years, the world will consume more electricity, have more commercial...
Ask the Right Questions to Boost Employee Retention
Employee Retention: Learn To Ask The Right Questions https://t.co/cWsOqhlf3u Employee retention is challenging because it sits at the intersection of leadership, culture, purpose, and modern expectations, and most companies underestimate how much all of those have evolved. https://t.co/pizvbTo5tP
Warsh’s Fed Balance Sheet Trim Risks Liquidity Crunch
In other Fed news, my latest on how Warsh plans to shrink the central bank's footprint in financial markets "It’s very clear that the balance sheet cannot be immediately reduced without causing a liquidity crunch that nobody would like," says Darrell...
AI Turns Concept Into Full Premium Golf Brand Instantly
Took a simple idea for a premium golf brand and built out the whole brand world with ChatGPT’s image generator. Logo, products, packaging, site, email, ad, lifestyle direction, the whole thing. Still blows my mind how fast you can go from a...
Start with Fully Remote Companies, Not Job Boards
We have a list of 791 fully remote companies. When we work with someone whose top priority is flexibility, that list is where we start. Not Indeed. Not a title search. The company filter comes first.
From 16 Followers to $1M ARR: Product-Led AI Success
Yasser Elsaid had 16 followers when he launched Chatbase . 117 days later, he hit $1M ARR. Now he's at $9M ARR... Here's how he pulled it off👇 Yasser was in his final semester at university. While other students were...
Fed and Central Banks Ignoring Money Supply Theory
My view in @KitcoNewsNOW on the Fed's DISREGARD for the Quantity Theory of Money: “The Fed doesn't look at changes in the money supply, & the Fed’s not alone. Most central banks discard the money supply." Central bankers should give Sekerke &...
S&P 500 Forward P/E Tops 5‑Year and 10‑Year Averages
The forward 12-month P/E ratio for the S&P 500 is 20.9. This P/E ratio is above the 5-year average (19.9) and above the 10-year average (18.9). @factset https://t.co/spURH0fHEF
Hire Senior Leaders Who Prioritize Goals Over Tasks
Give me someone who can be responsible for an entire area--someone who can design, hire, and sort to achieve the goal--and I can be comfortable things will go well. These are the most important people to choose and manage well....
US Market Not Top‑Heavy; Dollar Still Reserve Power
Two myths that aren't true 1.) The US stock market is top heavy 2.) The US Dollar is losing reserve status Neither are remotely true, yet we hear them all the time https://t.co/ONyZtCOXpe
PE Treats Sports Teams Like Fund, LPs Await Returns
PE guys focusing on running sports teams while their LPs wait for distributions is the asset class in one sentence.
Python Powers Modern Finance: Automation, Modeling, and AI
Importance of Python in Finance Domain: * Automates financial data analysis and reduces manual work * Widely used for building financial models and forecasting * Essential for quantitative finance, trading strategies, and risk analysis * Helps in handling large datasets using libraries like Pandas...
Grow Influence by Consistently Sharing Value and Engaging Community
I get asked every now and then: "how do I become more influential, as a dev/eng leader, better known online?" Either for themselves, or to help put their company on the map. The single best thoughts on this come from @Lethain,...
When Tech Titans Outpace Nations: A New Global Power
what happens when tech companies become more powerful than countries? imagine a supercharged east india company, shifting global fortunes, and military influence... a little forecasting with @trevornoah for @whatnowpodcast
Reinvent Leadership for the AI-Powered Disruption Era
To survive disruption, organizations need disruptive leaders. So they hire them. And then they fire them. So how do we reinvent leadership in an AI-powered economy? https://t.co/EW9phKw1Bw
China Bans Outbound Investments, Targeting the White House
pretty funny how we spent so much time arguing for outbound investment restrictions and then the chinese govt goes and does it for the white house...
Europe’s High Energy Prices Cause Rationing, Not Demand Destruction
Goldman says Europe is seeing “demand destruction” from high energy prices. Not quite — this is rationing, not demand responding to price. That distinction matters more than it sounds. 🧵
Arkansas Ranks Near Bottom in SEC Tennis Spending
FWIW, Arkansas reported spending about $2.35 million on tennis (M+W) last season. That would be 14th out of 15 public schools in the SEC...but only school is spending more than 4 million. The gap isnt THAT big. (Data via Extra Points...
Google Admits Logging Error Also Skewed CTR
Quick update on the GSC impressions drop Google mentioned a few weeks ago. @suzukik asked Google about the impact to *other* metrics at the Search Central Live event in Toronto and they did explain that CTR was affected as well....
Newmont's $4.6B Mine Sales Signal Potential Re‑Entry
$NEM Newmont: No major acquisitions in the last year. Instead, they sold mines generating over $4.6 billion in after-tax proceeds from asset sales. Maybe time to start looking again?
NCAA Lobbying Window Closed, Must Wait for New Congress
this thing ain't happening. time for the fancypants NCAA/P4 lobbying team to either focus on new efforts from the senate, or give up until the next congress is sworn in. there was a political window to probably accomplish what the...
Embrace Scary Opportunities to Avoid Future Regret
Every founder needs to learn how to say yes to the opportunities that scare them the most. Mine came when I was sitting around the dining room table with mum and dad. They told me, “We don't think you're in...
US Deficit Ballooning as Fed Expands Balance Sheet
I know there is a lot going on with a lot of headlines (US-Iran, monetary policy, consumer confidence, etc); but worth remembering the ballooning US deficit and efforts to facilitate it (like the Fed balance sheet) still matter: https://t.co/4H1YDnmu7Y
PE Sells Top Assets, Forcing Redemptions and NAV Decline
As Geoffrey so eloquently puts it: The Private Equity boys go and liquify their best assets first. Why? Because they can liquidify those, then they serve redemptions. But as redemptions continue, they are running out of good assets and then the NAVs...
Activist Push Targets Genco; Aim for $26
Macro: activist pressure on Genco; Key: Diana 14.8%, offer $23.50 vs $23.42, FV $26; Risks: poison pill, board resistance; Trade: long Genco toward $26. 📈 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Toxic Bosses Drain Teams, Burden the Most Accommodating
The wrong boss can drain an entire team. Not every difficult boss is just “high standards.” Sometimes the team is carrying stress that doesn’t belong to them. And the most accommodating employees feel it the most. https://t.co/dUYyqaICL2
Unlock the Formula for 6‑7‑figure Digital Products
Here's the secret to building 6 and 7-figure digital products people actually want to buy:
Top Founders Share Regular KPI Updates and Reflect
the best founders: ✨share consistent updates (monthly or quarterly) ✨have a sense of their numbers at all times and include the most important KPIs in their update ✨use the update prep as a way to reflect on what is working...
Activist Bid Unlikely to Succeed, Expect Stock Rebound
$RPAY will likely get taken out, just not this time. Forager (owns 13%) lobbed a bid at $4.80/share. Spread sitting at 20%. Two more activists on the registry. Together, they control 30%+ of the stock. But management isn't going quietly. Poison pill...
27‑Year‑Old Founder Turns Crisis Into $300M Fintech
My buddy Victor dropped out of Stanford, moved from Venezuela at 18, and started a fintech company called Slash. They make virtual corporate cards. Started with sneaker resellers. Then Yeezy collapsed and they lost 80% of revenue overnight. Most people would've quit but...
Cease‑fire Stalls Dollar, Hints at Upcoming Decline
Last week’s (week of 4/13) cease fire in the Middle East helped keep the bond market calm and the dollar from surpassing resistance at 100-10. The fact that the dollar’s gains were less than impressive suggests that the next major...
Asia Already Serves as Major Dollar Funding Hub
Don't get it -- Asia is already a big dollar funding center. China's state banks have a ton of dollars ... As to Hong Kong banks As for that matter do firms like TSMC and Samsung at current chip...
Chinese Tariffs Spurred Crucial Foreign Tech Investment
Correct Chinese tariffs were instrumental in creating the incentives for European, US and Japanese investment in China back when China needed foreign investment for technology and know how transfer
Ad Builder Lagged Due to Overloaded Options
went to build a handful of ads to help my team out, as I do occasionally to keep my eye in. Here is my experience: - everything at ad level is painfully slow to load, likely because of all the different...
USDJPY: The Overlooked Market Driver You Need
I think USDJPY is one of the most important variables in the market right now that is flying under the radar. I discuss it in length here👇
Google Now Orders Business Profile Photos by Upload Date
ICYMI: Google now sorts photos on your Business Profiles by most recently uploaded https://t.co/bDvgBV4rV0 https://t.co/jHOkJoS2yg
Iran Keeps Exporting One Million Barrels Daily Despite Blockade
despite the us blockade, iran remains on track to export about one million barrels of oil per day in april. half of what they exported in march. but still a lot of money.
Open‑source Marathon Planning System with Multi‑Agent Architecture
That gorgeous marathon planning system we showed off on stage yesterday at #GoogleCloudNext? The one that shows a coordinated multi-agent architecture with memory and MCPs? We open sourced all of it. Run it locally or on the cloud. Party on. https://t.co/MeDZLkI3ww https://t.co/1qHbupJp2d
Scaling Chaos Signals Missing Systems, Not Founder Fault
There’s a quiet misconception in the online space that says chaos is just “part of scaling.” It’s not. When a business grows faster than the systems, structure, and ownership supporting it, things start to feel heavier. Not because something is wrong...
Two Months In, Hormuz Closure Signals Escalating Fallout
This week marks the war’s two-month anniversary. The Strait of Hormuz has been closed most of that time. But we’re only now transitioning from the f*ck around phase to the find out phase. Read my thoughts about the fallout headed...
Call Owners Directly for Off‑market Deals, Avoid Competition
STOP competing for listed deals START calling owners before the broker does off market no competition motivated seller you control everything
First‑Time CPO Hires Reveal Boardroom Risk Balance
Experience vs potential: What first-time #CPO appointments tell us about boardroom risk @EtonBridgePtrs https://t.co/eagYKXFp1n #HCM #HRM #HumanResources #HRTech #CHRO #FutureofHR
Automation Will Dominate Marketing, but Sales Still Need Humans
I think in distribution, we will get to a point where you can pretty much automate Ads, SEO, and content building more generally speaking. But I think closing for sales will still require human rapport for a long time.
Hidden Forces Eroding the Foundation of Dollar Dominance
Interesting thread that makes the case for what @sobel_mark calls the "termites feasting away at the foundation of dollar dominance". Should give us pause... (1/2)
Only 1.5% of VC Startups Hit $100M Milestone
If you forget about the Harveys and Lovables and Anthropics for a second … getting to $100M in revenue is very rare. According to this dataset ca. 1.5% of VC funded startups. If you’ve achieved that as a founder, you...
Pick Investors with Proven Expertise in Your Growth Area
When you select a capital partner (whether private equity or growth equity), verify they have experience in the specific areas you want to improve in your business. For example, if you want assistance growing a sales & marketing organization, look...
Warsh's Fed Balance Sheet Cut Push Gains Senate Confirmation
Senate Confirmation of Warsh, who Wants to Reduce the Fed’s Balance Sheet, Gets Unstuck as DOJ Ends Powell Investigation. Even during the Senate hearings, Warsh stuck to his guns: the Fed should have a smaller balance sheet https://t.co/NHR0nbQLhS
Cleveland Fed Warned Trimmed Mean Understates Inflation, Critics Ignored
The skew issue was pointed out by the Cleveland Fed back in early 2022 as a reason the trimmed mean was understating inflation back then. Someone wanting the top job who is trashing current measures & methods probably should have...
Free Complements Fuel Core Growth, Disrupt Entire Ecosystems
Google commoditized its complements : free maps, free email, free browsers, a free mobile OS. They removed every toll booth between the user & search. Anthropic’s strategy parallels Google’s, a natural extension of the strength of the core product, the...