Set 14‑Day Success Metrics, Cut Non‑Performers Early
When you hire someone, define what success looks like by day 14. Follower growth. Revenue target. Name the outcome. If they don't hit it, they're not your person. That's a standard. Not cruelty.
Stadium Funding Diverts $1B+ From Other Public Needs
Deciding which pocket $1B+ in tax money for a Rays stadium would come from is less important than the fact that Hillsborough County and the city of Tampa would be handing over public funds that it then wouldn't have available...
US Consumer Resilience Overestimated Amid Rising Energy, Services Costs
"Increase in the retail prices of gasoline, diesel, jet fuel and naphtha between February 27 and April 27: it is “somewhat counterintuitive” that the US is now experiencing some of the largest price increases globally, and might indicate that it...
Long-Term Bond Duration Crushing Returns, Apple 2060 Halves
Duration is another hard asset driver - nearly every person on earth in long-term bonds has been losing money since 2022. *Apple 2.55s due 2060: 105 to 53. https://t.co/yTyInoASv4
AI Turns One Founder Into Full‑Stack Digital Team
People keep asking me: “Who built the Chess Queen’s Club website?” My answer: Me. With AI. ♟️ The look on their faces is priceless. AI agents helped me move from 𝗯𝗲𝗳𝗼𝗿𝗲 𝗶𝗱𝗲𝗮 → 𝗱𝗲𝘀𝗶𝗴𝗻 → 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 → 𝗹𝗮𝘂𝗻𝗰𝗵 faster than traditional teams...
AI‑Driven Travel Roll‑up: Long Lake Buys Am
Biiiiiiiiiiig fintech news today: Long Lake Management, a startup backed by @generalcatalyst, agreed to acquire @AmexBusiness Global Business Travel (Amex GBT) for approximately $6.3 billion. This is probably mixed news for @tryramp, @brexHQ, and @Navan. Validation that there's an opportunity, but new...
SAP Bolsters AI Data Layer with Dremio, Prior Labs
@SAP to acquire @dremio and @prior_labs ... the data landscape for SAP AI is quickly evolving. My Take: 3 Positives + Good to see SAP working on the data foundation that powers Agentic AI. + Tabular data is essential for enterprise...
Adopt AI with Purpose, Not Herd Mentality
“Is the AI adoption in ur org. driven by herd mentality, or by a clear sense of purpose about the benefits it’ll bring? If u’re unclear of what it’ll add to ur org. capability, then the outcomes will likely be uncertain.” 💡...
April Social Media Recap: Stay Active Despite the Snooze
Social media is SO fucking boring right now... it’s a big snooze fest. But that doesn’t mean you should stop posting, we still need some damn momentum. Here's everything that happened in social media in April, and how you should move forward...
VC Offers Growth Multiplier, Strategy, and Founder Insight
Raise or bootstrap? VC isn’t just about money: 👉 A force multiplier for growth 👉 Strategic perspective across SaaS 👉 Helps check founder blind spots Episode 248 is live 👇 https://t.co/NXvJ9ucWeW #SaaS #Startups #VC https://t.co/ULgAhgzMd0
B2B Must Switch to LinkedIn Creator Marketing
Friendly reminder that if you're in B2B and you're not using LinkedIn creators, you are probably burning cash on ads that aren't converting. It's time for this crowd to get with the program on creator marketing, and LinkedIn is where...
Ongoing Research Keeps Business Competitive
Market research should be ongoing. Regularly gather insights to keep your business relevant and competitive. Consistent research drives informed decision-making.💡
UWMC Reenters Bidding War with $12 Offer
$UWMC said they never wanted $TWO after being rejected. A month later, they're back with a higher bid. New offer at $12/share, fully cash or stock. Above CrossCountry's increased cash bid of $11.30/share. One of the most bizarre setups I've seen recently....
NFL Rights Renegotiation May Cut Scripted TV by 7%
The @NFL’s media rights re-negotiations may prove so costly that it results in a “7% cut to scripted TV, film, and every other sport,” per @michaelbeach & @xscreenmedia. https://t.co/zxEQOspkCh
Pirates Dominate Pittsburgh Primetime TV Despite Recent Slumps
The local TV numbers support this. Regardless of record in recent years, Pirates games on their regional sports network consistently lead the Pittsburgh market in primetime audience over the spring/summer
AI Reshapes Work: Jobs Lost, New Roles Emerge
AI is displacing jobs, but it’s also creating new ones. The future of work is being rewritten in real time. https://t.co/XBoPWAQJkh #AIImpact #AIFuture #WorkReimagined #HumanCapital #TalentDevelopment #WorkforceDevelopment https://t.co/ExbP3hSId8
SK Seeks Financing Options for BESS Developer Key Capture
Why SK is exploring ‘various options’ to raise financing for BESS developer Key Capture Energy #energysky -- via Energy Storage News: https://t.co/XfH046DR4e
Bassett Miscalculates: US Shale Peaked, Oversupply Looms
Bassett’s math doesn’t add up on several fronts: U.S. shale oil production has peaked for now, the increase in U.S. crude deliveries is the result of large withdrawals from the U.S. SPR, and the announced increase in the OPEC+ group...
BASF’s Q1 Investment Spike Reveals €124M AgBiTech Purchase
A look at the AgBiTech Acquisition by @BASF. In Q1 2026 BASF announced the acquisition of AgBiTech. One thing to note from their report is the “Investments” line. The AgBiTech acquisition was finalized in Q1 and investments were up ~€120 million...
Borrow Wisely: Invest in Growth, Not Instant Gratification
"Sometimes borrowing money is a good idea." That's the whole debate in one sentence. Debt to build future capacity? Sensible. Debt for a sugar hit today? Different story. https://t.co/oSRbH3sr3K
Ryan Cohen Details Gamestop's $eBay Acquisition Bid
The FULL Gamestop $GME Ryan Cohen interview from this morning on @cnbc re: bid for $EBAY...16+ minutes in length...link below 👇 @gamestop @eBay
Sysco CEO Reveals Surprising Truth About Independent Restaurants
I find this counterintuitive take from the Sysco CEO really interesting. As the largest player in #foodservice distribution, they have a unique perspective on the independent #restaurant, and I want to unpack some of what he says. 1/ https://t.co/hhJ1hqPV6o
SOLV Energy Bolsters Utility Platform with Roberson Waite Acquisition
SOLV Energy expands utility infrastructure platform with acquisition of Roberson Waite Electric #energysky -- via pv magazine usa: https://t.co/Bje3Dui1oP
Market, Not Media, Sets True Team Valuations
Valuations were meant for media fodder, not to be taken super seriously. Definitely gets people going on social media But remember: when the Clippers were sold to Steve Ballmer, the sale price was over $1 billion more than what Forbes had...
US‑Iran Clash Forces China Into Unexpected Mediation
US starts Iran war on its own. No help. Now incredible maritime mess in Strait. Wants help. Now from China. As China ignores US sanctions. Trump-Xi meeting should be interesting. Will there be more trade supply chain upheaval?
U.S.-China Trade Shifts: ASEAN Rise, Tariffs Reshape Supply Chains
NY Fed/Liberty Street Economics: In What Ways Has U.S. Trade with China Changed? Trade Asean shifts. Tariffs. Finished goods. Upstream supply chain. What is real? Temporary? Or not?
AI Can Build Your Entire Funnel by Next Month
You can have AI help you write an offer, position it, build a website, map out your content, design your funnel, write your campaigns and reach customers globally by the start of next month. And you're still "figuring things out." The opportunity...
Senate Subcommittee to Tackle Sports Betting Integrity on May 20
ICYMI: A US Senate subcommittee will discuss "sports betting and gaming integrity" May 20; testifiers include AGA President Bill Miller, Tennessee gaming regulator Mary Beth Thomas, IC 360 CEO Scott Sadin and Coalition for Prediction Markets' Patrick McHenry, a former 10-term...
Intense Weekly Financial Reviews Drive Client Insight
It's close week and my whole schedule flips. Every client gets a full financial review. I'm comparing this month to last month, flagging what changed, updating cash flow forecasts, and writing the advisory emails that tell each client what they need...
Stock Peaks Mask Real Costs of US‑Iran Conflict
My article covering market conditions, themes and top events this week: Reconciling Record Stock Market Highs to Tangible US-Iran War Costs https://t.co/Mx7W91Ke9C https://t.co/UaQC76ewvR
CEO Shares Winning Payer Pitch Strategies for Startups
Our second-ever premium-only webinar is coming up tomorrow. We talk to Providence Health Plan CEO @DonAntonucci for his advice on how startups should pitch payers for the best possible results. Expect Q&A as this event will be intimate. Register: https://t.co/GbnSxvi9jD @providence
EU Warns of Response to Trump's Car Tariffs, Urges Caution
EU vows action if Trump adopts car tariffs, but urges restraint https://t.co/yOQoGgg9ak via @europressos @KowalczeKamil @NickHeubeck https://t.co/7Y8OCu5cqr
Warm up Donors Before Asking: Email First, Donate Later
Asking someone to donate the first time they hear about you is roughly the same as proposing marriage on a first date. It doesn't work, and everyone involved knows it doesn't work, but we keep doing it anyway. Cold advertising that...
Your Inner Dialogue Shapes Team Energy and Outcomes
The thoughts you think when you talk to your team matter. Are you trying to convince them to care? Does it feel like a battle? Are you arguing with them in your head? Apart from being exhausting to you, that energy...
Geopolitical Tensions and Tariffs Fuel Mixed Market Outlook
Markets are mixed this morning and here's why it matters 👇 Iran allegedly shot at US ships overnight. US denies damage but the message is clear, tensions are escalating, not cooling. Oil popped, then faded. Dow down, NASDAQ up, S&P flat. Add...
Seeking Customer Pain Points in Pool Service
Doing some market research for our Pool Cleaning Business . What do you dislike about your pool service ?
Leadership Means Responsibility, Not Just Management
In 50 years of working with CEOs across every major industry, one question comes up more than almost any other: "𝐀𝐦 𝐈 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐨𝐫 𝐣𝐮𝐬𝐭 𝐦𝐚𝐧𝐚𝐠𝐢𝐧𝐠?" 𝐌𝐨𝐬𝐭 𝐚𝐥𝐫𝐞𝐚𝐝𝐲 𝐤𝐧𝐨𝐰 𝐭𝐡𝐞 𝐚𝐧𝐬𝐰𝐞𝐫. 𝐓𝐡𝐞𝐲'𝐫𝐞 𝐚𝐟𝐫𝐚𝐢𝐝 𝐭𝐨 𝐚𝐜𝐭 𝐨𝐧 𝐢𝐭. My latest article in...
Rule of Law Fuels US’s Cheap Debt Advantage
Latest episode by @baselinescene and Gary Gensler on their "Power and Consequences" podcast on the importance of rule of law and institutions that underpin the exorbitant privilege of the US, i.e. our ability to issue debt cheaply. An absolute must...
Google AI Remains Opaque; Bugs Fixed, Ads Gain AI Features
It's New 5/4 - Google AI systems in isolation as black boxes by @mordyoberstein, Search Console 50 week logging bug fixed, https://t.co/IYScEQ2oLu shuts down and @gregfinn on Google Ads adding AI to add products https://t.co/s091r0pOz2
AI Delivers $30K Research Insights for $500/Hour
Market research firms charge $30,000 for insights I get from Claude in 30 minutes. Here are the 7 prompts that turn AI into your $500/hour research analyst:
SOFR Shows Near‑Zero Rate Cuts as Hidden Stimulus Fuels Growth
As of today, SOFR curve is pricing in ~ 8 bps of cuts in 2027 and ~2 bps of cuts in 2028. Cuts have finally been priced out as there is very little basis for them. Policymakers are using more...
Resist Discounting; Highlight ROI and Cost of Inaction
When buyers get cautious, most salespeople respond by discounting. That's the worst possible move, because it confirms the buyer's fear that the original price wasn't justified to begin with. The reps who close the most during economic headwinds do something counterintuitive: they...
Detroit Automakers Blame US‑Israeli War for $5 B Loss
Detroit automakers claim that the US-Israeli war in Iran is set to cost them $5 BILLION due to commodity price increases. THE AUTOMAKERS SHOULD SEND A BILL FOR DAMAGES TO TRUMP & NETANYAHU. https://t.co/FtDCfe7g8G
Fragmentation Threatens AI's Impact in HR
The Real Risk to #AI in #HR Is Fragmentation https://t.co/s8CvaGlaI8 by @laraalbert > some good statistics here and not just for AI, but for #payroll and other business processes. #EnSw #HRTech #HCM #SAP #SuccessFactors
Berkshire CEO Warns Against Conglomerate Utility Mergers
Isn't this statement from the Berkshire CEO an argument against utility mergers, especially involving conglomerates?
Sang Yi Appointed President and CEO of AAPA Seaports
The former Deputy Administrator of @DOTMARAD, Sang Yi, was just named as President and CEO of @AAPASeaports. https://t.co/0aoWXgQCls
Trump May Falsely Claim Hormuz Open, Misleading Many
There will come a day soon, when Trump will declare that the Strait of Hormuz is actually fully open and ships are transiting like before the war, when in fact, nothing will have changed. Some in the world may continue to...
Corporate America Sets Record $665 B Buyback Start
"Corporate America announced plans to buy back $665 billion worth of shares in S&P 500 Index companies in the four months through April, the most ever to start a year, according to data from Birinyi Associates." https://t.co/NQec3D9V29
Intel Gains Alex Katouzian as Qualcomm Loses Executive
Big news from @Intel. I had just seen the news that @AlexKatouzian had left @Qualcomm. Great addition for Intel, great opportunity for Alex to make a difference in the future if the company. Curious to see who takes his role...
Funding Cuts and Visa Limits Spark US Brain Drain
#NIH funding cuts & visa crackdowns are driving away talented foreign researchers who normally would have flocked to the US, a @statnews.com survey shows. "It is going to cause a long-term brain drain," one US based researcher told @DrewQJoseph. ...