Ally Shifts Ad Spend From Cable to Women's Sports
Financial-services firm Ally wanted to increase the ad dollars it spent on women's sports. To do so, it cut the commercials it ran on traditional entertainment-focused cable networks.... https://t.co/BmFwrCvBNw via @variety
Embedding AI Organization-Wide Mirrors Early DevOps Evolution
Do you have an AI org or are you embedding AI across existing teams? This feels very similar to early DevOps where everyone was spinning up dedicated teams and roles, but over time it became something that had to be...
TBAC Survey Launches; Coupon Rise May Pressure Long End
I think TBAC questionnaires go out this week. Any question suggesting an increase in coupon issuance could pressure the long end.
WTI's $7 Drop Signals Ongoing Geopolitical Volatility
WTI crude dropped from $104 to $97.24 in 24 hours — a $7 swing in a single session. That's not a market. That's a volatility event. US-Iran breakdown + supply uncertainty = oil as a geopolitical instrument. Watch $WTI. The whiplash isn't over....
Serial Home‑Service Founder Turns Pool Industry Into Scalable Brand
Here is @jeremyyamaguchi explaining his thesis on why he decided to acquire pool services businesses. So far, he has acquired 10 companies in a short 18 months. Jeremy has previously built, scaled, and exited three home services businesses: 1. Golden Shine (housekeeping)...
BetMGM Lowers FY2026 Outlook, Targets Lower EBITDA Range
BetMGM revises FY 2026 guidance down, per Q1 release: "We continue to expect FY 2026 Adjusted EBITDA between $300-$350 million, albeit towards lower end of the range, while Net Revenue now expected to be between $2.9-$3.1 billion"
BetMGM Q1 Revenue Rises 6% with Strong iGaming Growth
BetMGM Q1 notable figures: - Net Revenue of $696 million, +6% YoY - iGaming Net Revenue +9% YoY - Online Sports Net Revenue +4% YoY - Adjusted EBITDA of $25 million, +11% YoY
Dimon: Private Credit Mostly Stable, Winners Will Vary
Jamie Dimon on private credit: "The actual credit hasn't gotten that much worse. There are pockets where it has. And, you know, the credit spreads themselves haven't gotten much worse in general... "I just don't expect every player to be the...
Black Women Build Their Own Seats at the Table
Black women are out here getting degrees, certifications, and experience — And STILL getting overlooked. This page exists because we deserve a seat at the table. And if they won’t give us one — we’ll build our own. 🖤💻 Welcome to the community.
YMTC Expands Production Amid Escalating US‑China Trade Tensions
Exclusive: Chinese chipmaker YMTC plans new factories amid heightened US-Sino trade tensions, sources say - https://t.co/RoWfDZ6BEq
Turn $8M Into $500M by Rolling Up Boring Industries
How to turn $8M into $500M in revenue in 6 years, according to Graham Weaver (he came on MFM recently): - Pick the most boring industry you can find (he picked plumbing + HVAC. $170B TAM) - Buy a small one with...
US Stock Market Health Drives Global Economy and Consumer Spending
This is part of why this administration cares so much about equity markets. The moment the market enters a real sustained drawdown, 401ks, retirement programs are impacted and Americans begin holding on to every dollar they have. That behavior alone...
Streaming Wars Threaten NFL’s Sunday Night Broadcast Future
The Varsity * Russini-gate underscores underlying tension between NYT and The Athletic. * NBA ends its season of tanking. Plus, ahead of NFL Kickoff in September, the streaming wolves are circling Sunday Night Football—so media-industry equity research analyst Michael Nathanson stopped by to...
Infor CEO: Market
And to got to market keeps being vertical says @Infor CEO Samuelson, with a focus on - Discrete Manufacturing - Procrss Manufacturing and Distribution - Service Industry #InforAnalystSummit https://t.co/FJ9jGvZm10
Flat Orgs Overload CEOs and Cripple Team Performance
A few years back, I was running a competitive intelligence project for a client. The whole mission was to interview former employees of their competitors — specifically on the go-to-market side — to understand how they structured their teams, what...
EU Bans China From Research, but Europe Pays the Price
Commentary: EU Shuts China Out of Science Projects, but Europe Will Pay the Price https://t.co/nVLtwgVav5
Supply Chain Strain Peaks at Highest Since Jan 2023
"Global supply chain pressure is at its highest level since January 2023, according to data released by the Federal Reserve Bank of New York." https://t.co/ukMJP5oDLE
China's High‑tech Export Surge Reshapes Global Markets
China Shock 2.0: The Flood of High-Tech Goods That Will Change the World amazing deep dive into the data, from @rwmcmorrow, @Sam1Fleming, @pmdfoster & @leahyjoseph @FT 👉 https://t.co/6LLsSBXlUn https://t.co/o80ETCu1Ki
Zaslav’s Legacy: Common Studio Moves, Just More Visible
I am not holding up Zaslav as a great keeper of the WB flame. But the degree to which his legacy is still defined by Batgirl and other early writedowns and other choices that literally every other studio and streamer...
US PPI Inflation Slows to 0.5%, Easing Fed Pressure
This will come as a relief to many, including the Federal Reserve: Monthly US PPI inflation was 0.5% in March, less than half the consensus forecast. America's diversified economy and its energy security are again distinguishing its economic performance from much of...
Vrabel Likely to Dodge Personal Issue, Avoid Team Candor
Vrabel will be asked and he’s gonna deflect it as a personal matter but he’s not gonna address it with the team with any sort of candor and the players aren’t gonna demand that from him either
Trump’s Withdrawals Gave Iran Nuclear Leverage, Now Trapped
the reason iran has a stockpile of highly enriched uranium…is because trump unilaterally pulled out of jcpoa. the reason iran has leverage over the strait…is because trump decided to on a regime change war with iran. trump now trying to...
Aggressive AI Listicles Trigger Massive Core Update Traffic Drops
I'm looking at several sites right now that got demolished by the last Core updates. -65% in org. traffic / ranks and still declining. One commonality is aggressive AI content, often listicles, that is not relevant to their site.
Kalshi Wins Courts, Shifts Battle to Montana
Kalshi has had the winning hand in court of late and now takes its legal battle to Montana. More on the state-by-state fight over prediction markets, federal preemption, and state gambling and sports betting laws: https://t.co/xz2Ll0GUHR.
PPI Beats Expectations, Yet Pipeline Inflation Still Climbing
Commentators rejoicing in better than expected PPI. However, looking more closely, pipeline inflation is rising. @thestreetpro @business @lisaabramowicz1 @tomkeene @ferrotv
EU Pushes Electrification to Shield Europe From Energy Crises
EU TO BET ON ELECTRICIFICATION TO AVERT RECURRING ENERGY CRISES The European Union 🇪🇺 will float a series of measures next week to help the continent deal with the Iran war’s energy price fallout, as well as electrify the economy to...
Keeping the Heisman Relevant in the NIL Era
Stakeholders look to keep Heisman Trophy relevant in the NIL era of college sports https://t.co/auynNEvsZX
Weekly Cash Flow Visibility Uncovers Hidden Spending
One of my clients just had the biggest aha moment during our cash flow review. We track her spending weekly and she was like "Whoa... that's way more than I thought." That's the moment I live for. She wasn't doing anything wrong. She...
Herbalife Issues $800M Notes, Boosts Credit Outlook
Herbalife plans $800M 2033 secured notes to refinance costlier debt and extend maturities. 78% gross margin, $253M FCF, S&P upgrade support credit. Risk: leverage. Trade accumulate on pullbacks. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Blockade Forces Iran‑linked Tankers to Abort Hormuz Passage
Some of the Iran-linked oil / refined products tankers that attempted to cross the Strait of Hormuz have either stopped or performed U-turns. The blockade, so far, appears effective. Remember, the vessels are not stopped in the middle of the strait,...
Higher EPS Won’t Offset Rising Rates and Inflation
@ferrotv @lisaabramowicz1 @tomkeene @business Regarding your bullish guest (Lisa)who says the EPS outlook has improved so stocks are inexpensive: * The small business confidence is lowest since April 2025. * Global bond yields have risen. The Fed is no longer likely to...
Lilly to Acquire CrossBridge Bio in $300 M Deal
NEW: Eli Lilly has agreed to acquire CrossBridge Bio, the Houston-based ADC specialist led by @Mykalt45 I talked with Michael Torres on his run as a first-time CEO ending with a potential $300M deal: https://t.co/PPk3ZWL5SR
Iran Mulls Temporary Hormuz Shipping Pause to Preserve Peace Talks
SCOOP: #Iran is considering a short-term pause to shipments through the Strait of Hormuz to avoid testing a US blockade and scuppering a fresh round of peace talks, a source familiar with Tehran’s deliberations tells @BenBartenstein. https://t.co/KRuCWsRnFA
Systems, Not Prompts, Save Time and Scale
Prompts don’t save hours. Systems do. Most “power prompts” = summarize, transform, decide, explain, recall Stop collecting prompts. Start building workflows. https://t.co/rgykYi0y1n
Mastery Precedes Passion: Become Great, Then Love It
Passion follows mastery — not the other way around. The entrepreneurs who built something they love didn't start by following their heart. They got exceptionally good at something first. "Follow your passion" is how a lot of people end up broke doing...
Housing Market Slowdown Began Before War-Driven Rate Hikes
House sales were slowing even before the war sent mortgage rates higher and gas prices soaring https://t.co/rfpqU6llQd
Hedge Funds Bet Heavily on Oversupplied Grains
Hedge Funds Are Long on Oversupplied Grains Hedge funds are at their most net long in about three years despite an oversupplied grain bear market after the Iran-war bounce. My graphic highlights the potential oxymoron: managed-money net longs in corn, soybeans...
United Takeover Could Realign AA’s Competition Strategy
A United Takeover Could Fix The Biggest Problem At American Airlines — It Still Tries To Compete With Spirit Instead Of Delta - View from the Wing https://t.co/tI4Ru67wkw
Subscriber’s Gratitude Validates Free AI Resource Model
Someone just sent me this after subscribing to my newsletter... Honestly, this quite hit me. When I started this newsletter, the goal was simple: Make AI more accessible. One place to share everything: videos repos courses presentations workshops ... No noise. No hype. Just useful and often **against conventional wisdom** content,...
U.S. Lost Uranium Enrichment, Needs Domestic Revival
.@ScottNolan started his career as employee 30 at SpaceX. He left to join Founders Fund after Peter Thiel recruited him personally in 2011, and spent the next 12 years backing companies like SpaceX, Anduril, Radiant, and Crusoe Energy. The through line...
Commercial Banks Boost Lending Amid Shadow Banking Strains
"While there are cracks in the 'shadow' banking system, commercial banks are actually increasing their lending. There's no sign of a credit crunch in the Fed's weekly bank loan data." -Yardeni
SK Hynix Appears Massively Undervalued, Poised for 50
SK Hynix (@SKhynix) currently has an enterprise value around $486 billion… over the next three years I believe there’s a 60-70% chance they generate more than $486 billion of net income. With the stock trading at less than 3.5x NTM...
Your Mindset, Not Price, Blocks Higher‑price Conversions
I spent months blaming the wrong thing. The price wasn’t the problem. I was. 👇Comment POD55 to find out what actually has to be true before a higher price converts
UK 10‑Year Bond Draws Record Demand, Yields Spike
The good news for the UK: the country had record amounts of investor demand for a 10-year bond offering. The bad news: they had to offer a high premium, selling the debt at the highest yield since 2008 at 4.9%....
Iranian Oil Discount Saves China $4.6B, Negligible Impact
By the US's own figures, discounted Iranian oil saved China $4.6 billion last year, about 1.5% of its oil import bill. That's in a $20 trillion economy. Nice for a few Chinese teapots, totally irrelevant to the Chinese economy.
Multiple URLs Confuse Google—Keep It Simple
Sure, Google can handle pages with multiple URLs but why do that? Why make it harder? https://t.co/a22eUaKmFI via @johnmu https://t.co/tVJGEDAdUv
Brazil Stocks Enter Secular Bull, Not Just Rally
Brazilian equities near record inflows. The real at its strongest level in two years. First I was told this wasn’t possible. Now I’ll hear it’s not sustainable. Nothing moves in a straight line, but don’t confuse a bear market rally with the start of...
AI‑exposed Early‑career Jobs Drop 16% versus Peers
A graph of headcount trends in high AI-exposure jobs for early in career (age 22-25) annotated with big AI model releases. Among workers age 22-25, employment in the most AI-exposed occupations has fallen roughly 16% relative to the least-exposed (after...
Wells Fargo’s $36.2 B Private‑Credit Loan Portfolio Unveiled
Wells Fargo in its 1Q presentation, detailed more granularity of its private-credit exposure this morning: ➡️$36.2B of loans to private credit funds (out of $1T of loans) ➡️ 98% senior first lien loans ➡️23% to BDCs (private and public) ➡️17% software, 19%...
True Content Pillars Blend Expertise, Audience Needs, Engagement
Your content pillars are not what YOU want to talk about. They're the intersection of your: • Expertise • Audience's problems • What gets engagement If one of those is missing, it's not a pillar. It is a hobby.