Potential Multi‑Rate Hikes Create UST & SOFR Opportunities
Should the Fed in the next 12 months decide that it needs to hike rates, high odds it will need to hike more than once and more than 25 bps. UST and SOFR curves offering interesting opportunities
New Home Sales Rise; Median Prices Slip 16%
New Home Sales Increase to 682,000 Annual Rate in March Median New Home Price is Down 16% from the Peak due to Change in Mix https://calculatedrisk.substack.com/p/new-home-sales-increase-to-682000
Get Free Google Brand Insight, 25‑Minute Feedback Session
Looking for 5 Shopify merchants to spend 25 min with me this month. I'll show you something about your own brand on Google you've probably never seen before. You tell me what's useful and what's broken. No pitch, no signup. Just feedback. DM...
James Murdoch Seeks to Buy New York Magazine
Rupert once owned New York magazine, now estranged son James Murdoch is in talks to buy it, according to @Jtoonkel https://t.co/6IopKH2Akp via @WSJ
Cheap Scales Could End Over‑serving, Save CEOs' Time
CEO rather spend a day of travel away from his family to explain portion sizing than simply spend $25 a location for food scales. 4oz servings - give 4.5oz every time to make the customer feel happy. Delis been doing...
US Stocks Hold Steady as Europe Drags, Global Outlook Bullish
Vanguard global stock index is up about the same amount as the US market this year. Europe is acting as a drag so far this year with other markets (eg Brazil) outperforming strongly. Seems like international investors have got comfortable with...
75% Reject Big Ten Private‑Equity Deal, Fans Outthink Schools
"Should the Big Ten collectively engage in private equity or another outside revenue source in exchange for some control over future assets?" No: 75% B1G fans are smarter than (most) B1G schools
Iran's FM Visits Beijing Before Trump's China Trip
Iran Foreign Minister Headed to Beijing Ahead of Trump China Visit—Iranian Foreign Minister Abbas Araghchi is headed to Beijing for talks, days ahead of President Trump’s visit this month to meet his counterpart Xi Jinping in China. @laurnorman https://t.co/d35F5NJWz7
Use a 351 Exchange to Tax‑Defer NVDA Holdings
Your client has $2M in NVDA they won't sell. "The taxes will kill me." Most advisors stop there. The 351 Exchange breaks the trap. Tax-deferred. ETF-based. Liquid day one. https://t.co/0ev7Bt8ru8
Financials Need Context, Not Just Raw Numbers
One thing I will never do is close someone's books and just send a P&L with no context. I see it all the time. A PDF with numbers, no email explaining what changed, no insight into what's coming, no "hey here's...
OpenAI Targets $1 Trillion IPO, Wall Street Reacts
For years, no one asked OpenAI the difficult questions. Now they're reportedly eyeing a $1 trillion IPO, and Wall Street is about to make up for lost time. 👉 More in my latest newsletter: https://bit.ly/4f2vqD1
Transform Leaders to Influence Others Through Coaching Programs
RT @JoeContrera Speaking, coaching, and leadership development programs that will engage, change, and influence your leaders so they can more effectively influence others. Learn more here: https://t.co/tnVkOiV0eu #leadership #leadershipdevelopment #leadershipcoaching https://t.co/oSfIHLX59K
B2B Growth Now Driven by Emotional Buying Blueprint
The real B2B revolution is emotional: inside LinkedIn’s ‘Buyability’ blueprint for growth https://t.co/XBYS6ACrY8 via @thedrum #SocialSelling #DigitalSelling
Avenir's Rare Phosphate Grab Signals New LFP Push
This is an interesting move by Avenir/AEM. Is this a move to lock up a potential source for the LFP supply chain or of phosphate rock for the fertiliser and chemical industry? These high purity igneous phosphate projects are quite...
Uber Solved AI Scaling with Centralized Gateways and Registry
What problems did Uber face when scaling AI? There wasn't a shared way of building, security was inconsistent, opaque visibility into call patterns, and discovery was unmanaged. They added centralized MCP gateways and a registry. More ... https://t.co/pVTbFSPRR9
Massive $84T Wealth Transfer: Buy Profitable Businesses Now
Entrepreneurs: $84 trillion in wealth is being transferred as we speak. $5 trillion from small businesses alone. Acquire existing profitable businesses 🙏🏾
From Telecom to Longevity: Big Science Aging Talk
TODAY @ 10AM PT: LBF Conversation with Todd White @DToddWhite (Director @ Thalion Initiative). We'll be discussing Big Science for Aging Biology, fundraising, and his founder story pivoting from a career in telecom to longevity biotech. 👉 RSVP: https://t.co/UJP8xs8nrc
AI-Powered Website Chat Doubles Conversions, Boosts Leads
This is the future of websites. Interact AI is a new interface that actually talks to every visitor the second they land. No more static pages. No more demo forms or waiting for sales. It answers questions, showcases your product, and gets smarter with...
AI Brand Crisis: Choose a Stance or Fade
Pick a Side or Get Left Behind: The Looming AI Brand Crisis by @Timothy_Hughes https://t.co/wjmKxBqwE0 @DLAIgnite #SocialSelling #DigitalSelling #Sales #Leadership #Marketing #MarketingStrategy #MarketingSuccess #ArtificialIntelligence #AI #ContentMarketing #MarketingTips #MarketingEthics
BA Strips European Business Class Luxury to Speed Cleaning
British Airways Cuts “Last Hint Of Luxury” From European Business Class This Week — To Save Cleaning Time - View from the Wing https://t.co/diMlzB46ah
Write Off Up to $100K When Small Startup Fails
A weird tax loophole with early stage startup investing that almost no one knows about: If you invest in a small startup that has raised less than 1M in funding And the business fails You can write off up to 50K (single) or...
Cross‑border Freight Ignores Rich Lucha Libre Heritage
It’s disappointing that very few if any cross border freight companies lean into the deep history of Lucha Libre for their marketing
Your Life Moments Are Your Personal LLM
AI and people both rely on LLMs as their foundations. AI has large language models. People have little life moments. Your lived experiences—your memories, stories, voice, and perspective—are what separates you. It's what enables you to convey greater value to...
Trump Eager for Xi Summit Amid Ongoing US‑China Tensions
Trump Says He Looks Forward to Xi Summit as US-China Tensions Persist - Bloomberg https://t.co/QmkfBpfXwd
Jim Bridenstine Steps Down, Gabe Sherman Takes Helm
Jim Bridenstine is stepping aside as Managing Partner of The Artemis Group. He remains majority owner and will be Partner Emeritus. Gabe Sherman is the new Managing Partner. https://t.co/5RUe0HaK54
Huang Urges US AI Lead, Blocks China From Top Chips
Nvidia's Jensen Huang says China should not have its most advanced chips CEO backs US lead in AI while pushing for ability to sell older chips in China https://t.co/5ZqkduCG9u via @NikkeiAsia
U.S. Job Openings Stable at 7 Million, Vacancy Ratio Near 1
U.S. job openings have been stable, and the three-month moving average stood at 7 million in March There were 0.94 job vacancies for every worked counted as unemployed in March, in line with the recent trend. https://t.co/03wCHzdWaT
EU Funding Block Threatens Solar Supply, Risks Blackouts
EU blocks funds for key Chinese solar energy parts “In practice, this could mean a remote shutdown of member states’ networks leading to countrywide blackouts." Anything is possible...but.... https://t.co/FDkl759Yjg via @ft
Craft a Standout Job Description to Attract Top Advisors
When a small firm is hiring, it can be challenging to stand out and reach the right people. In this article, Daniel Yerger describes how he created a job description template for early career advisors that communicates the firm's benefits,...
DC Mobile Sportsbooks: Five Active, One Closed
Current live DC mobile sportsbooks: BetMGM Caesars DraftKings Fanatics FanDuel theScore Bet (former ESPN BET) shut down sports betting operations in the District earlier this year
Morning Economic Data Shows Low Price Payments
Few takeaways from morning eco data incl #ism and #jolts. Really not much to report save for prices paid on the low side. https://t.co/uaSn4LbnDk
Rising Oil and Rates Signal Impending Housing Collapse
Oil, rates, and housing – here's what I see coming: • Oil to $120-150 by fall • 10-year yield at 4.43% and climbing • Housing market about to get crushed • Higher fuel = recessionary You're spending the same but getting less." oil #economy #recession #housing...
AI Reshapes Art Creation without Hurting Artists' Earnings
AI is changing creative work, but not replacing it. Early data shows little evidence of broad income declines for artists, even in fields highly exposed to generative tools. The reality is more nuanced. AI is reshaping how art is made, not whether...
Data vs Story: What Drives Big Purchase Decisions
When you're making a big purchase or investment decision, what tips you over the edge in their marketing messaging: the data or the story behind it?
Charge Your First Customer or Offer It Free?
Should your first customer pay you, or get your product for free? In this episode, I answer listener questions on charging your first customer, what metrics to track for a transaction fee-based SaaS, and when freelancers help vs. hurt your...
Twitch Scraps Low‑usage Monthly Recap Feature
Twitch has shut down the Monthly Recap feature due to low usage. Monthly recaps were a channel-level subscriber perk that showed you your time watched, top emotes used, chats sent, and other data from that stream in the previous month.
Mastering SaaS Demos Fuels Explosive Startup Growth
Between 2016 and 2021, Gong grew from a tiny startup with $200k ARR, to a staggering $7.2 billion valuation and half a billion in the bank. Customers routinely told us our sales demos were 2nd to none. Here's 9 lessons...
Looks Influence Hiring: Lookism Shapes Future Work
What Your Face Is Worth at Work What if your career isn’t just shaped by your skills—but by your appearance? This episode dives into the rise of “looksmaxxing” and the uncomfortable truth about lookism in hiring and workplace success. As Gen Z...
Bing Hits 1B MAU; Google Ads, ChatGPT Updates
It's New 5/5 - @mordyoberstein covers Bing’s 1 billion human MAU, @TheMarketingAnu on Google Ads ata retention changes, @gregfinn on ChatGPT Ads CTR and Google Web Bot Auth (37 months ago news today) https://t.co/zZwsXXyzKI
AI Marketing Toolkit Grows: New Tools Added
The best list of #AI #marketing tools anywhere continues to expand: https://t.co/Kb2ld19wrv New tools added recently include @HeadshotlyAI, Agentive SEO, Quadratic, @vistasocialapp , @ChatGPTapp Images, @moengage , @amplemarket , @socialpilot_co , Chatterbox Turbo by @resembleai , @lightfld , and @PlanableApp.
Profit From Easy, Repetitive Businesses, Not Hard Glory
Always take the path of least resistance: I think too many entrepreneurs are gluttonous for punishment. They love doing hard things for the sake of it. They think success = glory after facing massive challenges. That is bullshit. Business is a series of games and...
Release Center Showcases Cloud Solution Value
What’s New, Now Relevant: Introducing Release Center https://t.co/KI11BTNN5G >this is the value of a cloud solution. #SAP #SuccessFactors
Global Oil Liftings Rebound to Pre‑war Levels.
CHART OF THE DAY: Impressive chart via @Vortexa. On a 7-day moving average, global oil liftings (into tankers) have **recovered to their pre-war level** due to a surge in liftings in the Americas. (Of course, that's helped by massive stock...
Stop Triaging Weeks; Design Your Schedule for Impact
Most people don't plan their week. They triage it. It's Sunday night. You open the calendar. You shuffle a few meetings. You push a project to Friday. You add a couple of urgent tasks from your inbox. Twenty minutes later, you close the...
Cytospire Secures $83M to Develop Novel T‑Cell Engager
Cytospire hauls in $83M for a new type of T cell engager https://t.co/19BkL5JiHk by @gwendolynawu #biotech #startups
SAP SuccessFactors UI Gets Smoother Navigation and Consistency
1H 2026 Experience Updates in #SAP #SuccessFactors: Improving Navigation and Consistency https://t.co/bp7Jh4TNu1 >some nice changes to the UI. #EnSw #HRTech #HR #HCM
Scale with Many Niche Ads, Not One Narrow Ad
You can't scale with an ad that's only relevant to a tiny audience. You can scale with many ads that are relevant to many tiny audiences.
AI Code Generators Boost Speed, Demand New Standards
RT AI coding tools can now generate "weeks' worth of code in a matter of hours." That should change your digital operating model more than your headcount plan. Speed without standards is a liability. #CIO #AI @Star_CIO https://t.co/p18hdtdbZn
HIP‑4: Transform Risk with Near‑Zero Capital
Everyone thinks HIP-4 is about prediction markets, but this is what HIP-4 is actually all about- How to create this risk transformation with as little/no capital as possible Study this holy graph of financial alchemy https://t.co/C1ofcmicB1
From Goldman Sachs to Hong Kong: Launching a New Venture
Not too many people are willing to quit their job at Goldman Sachs to start a business. But it gets even better… He decided to move from the US to Hong Kong. Very glad I got to talk Alex. It was great to...