Brands Must Own AI Answers: AEO & GEO Essential
Is your brand showing up when AI answers your customers' questions? https://t.co/Ayo4Ffm1Wz Don’t miss @LIZkMILLER on why AEO and GEO aren't optional anymore, and the platforms leading the charge.
IMF Must Strip Tax‑Avoidance Distortions From Its Data
The IMF really needs to learn how to adjust its numbers to take out the distortions from tax avoidance (i would recommend some TA from Irelands own sttat office) https://t.co/i9z6sT14fo
Gen Z's Interdisciplinary Innovation Redefines Business Possibilities
Gen Z Is Not Waiting The students I teach at the USC Jimmy Iovine and Andre Young Academy do not think in disciplines. They move across technology, storytelling, and business like it is obvious, because for them it is. I...
EUR.AX Poised for Upside if Merger Stalls
This is a bit more speculative than I normally play but I have a med sized position in $EUR.AX (pending merger w/ $CRML). I think there's a pretty decent likelihood the original deal gets bumped (or you see a third party)...
EU Steel Demand Threatened by Early CBAM Import Advantage
EU steel demand faces CBAM timing risk as downstream imports may gain cost advantage before 2028. https://www.metalnomist.com/2026/05/eu-steel-demand-faces-cbam-risk-before.html
China's De-Dollarization Is Just a Reserve Shift
1/4 Brad Setser explains why China didn’t truly de-dollarize—it just shifted its dollar holdings from official reserves at SAFE to less transparent state entities like banks and investment funds. @Brad_Setser https://t.co/xz6NMW6HWT
Real‑time Delivery Is the New Competitive Edge
I’ve seen how quickly content loses value if it doesn’t move in real time. In live sports, the moment isn’t just captured—it has to be delivered instantly. If the network can’t keep up, the story’s already gone. That’s where performance becomes a competitive...
Build Repeatable AI Workflows for Scalable PPC Success
"The AI outputs are inconsistent." If you’re tired of AI feeling like a hit-or-miss magic trick, you need a workflow, not a better prompt. Ann Stanley joins us to break down how to build repeatable AI systems for PPC that actually scale. Watch:...
Jobless Claims Hit 1969 Low, Labor Market Still Strong
Yardeni Research Chart of the Day (April 30, 2026) Initial jobless claims just hit their lowest level since 1969. Layoffs remain remarkably subdued, and continuing claims are falling too. How long can the labor market hold at these historic lows? https://t.co/YFVWuC2kFi
Paramount Dismisses Lawsuit, Touts Stronger Merged Competitor
Paramount said the lawsuit is “without merit.” “The combination of Paramount and WBD will create a stronger competitor that is well positioned to serve as a champion for creative talent and consumer choice,” PSKY rep said https://t.co/hfLYJZKNUB
Switch Task View, Skyrocket Productivity and Reduce Overwhelm
The fact that the simplest switch of how you view your tasks list, in your project management platform, being able to completely skyrocket your productivity is wild. Whether you have ADHD or a different learning type, the way your view...
Experience Across Roles Fuels Startup Success
thinking: it’s too easy to downplay the advantage of working in multiple roles and teams before founding something. while headlines celebrate the few college dropouts and recent grads who defy the odds in founding AND scaling a startup, there are...
Future Software: Seats Include Built‑In API Usage for Agents
As agents become the biggest users of software, then all software has to be available in a headless fashion. Agents won’t be using your UI, they’ll be talking to your APIs. So the question becomes what is the business model of...
AI Is Marketing’s Stradivarius, but Needs Human Judgment
Possible 2026: AI is marketing’s Stradivarius. But ‘the violin can’t play itself.’ | The Current “AI can’t replace judgment and taste and critical thinking,” said Tracy-Ann Lim, global chief media officer at JPMorgan Chase….trust is a new ROI,” she added.” https://t.co/jO61AWMZNb
Business Case Drives Ongoing ERP Governance and Benefits
A business case does more than just justify an ERP project. It's crucial for ongoing governance, guiding key decisions and ensuring benefits are measured and optimized post-deployment. #BusinessCase #ERP #ProjectManagement https://t.co/8UBmNruRtR
Spending Rises Despite Flat Real Disposable Income
The economy is growing while real disposable income has been flat for a year. Consumer spending keeps rising anyway. 🔒 Members-Only https://t.co/6amEjlu5DD
War Drags Emerging Economies, Growth Forecast Cut to 3.6%
In January, the World Bank projected 2026 emerging economy growth at 4.0%. Thanks to the US-Israeli war on Iran, the World Bank has now REDUCED its projection for 2026 emerging economy growth to 3.6%. WAR = SLOW GROWTH. https://t.co/8gCFXCShzT
Stop Imitating Others; Follow Your Proven Blueprint
One of the worst things I ever did for my business was get so caught up in what everyone else was doing that I stopped leveraging what was proven to work for ME. I’m currently having one of the best...
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He Lifeng Holds Video Call with U.S. Treasury Secretary Bessenter and Trade Representative Greer State Council Orders 834, 835 clearly came up. VP He likely brought up Hua Hong.... https://t.co/oybTjvkyV2 https://t.co/GlnLDGIg8i
Elon’s Eligible Pledged Shares Drop to 207.5 M
10-K/A SEC filing Elon pledging shares @StanphylCap gets everything wrong. That's what EDS does to you. So unprofessional. He blocked me, so I can't answer directly to him. Elon's shares eligible to be pledged decreased end of 2025 to 207,498,721 shares, and contrary...
Skip Pricey Masterminds; Master Lasting Business Skills
You don’t need to join another $10K+ mastermind you’re going to leave in 6 months thinking, “What did I actually take away from this?”. You need to be in a space that focuses on real, lasting skill that’s required to...
Amazon's Super Bowl Streaming Falls Far Short of TV Reach
Re: @BrendanCarrFCC and the NFL, Amazon and Super Bowl. It is irrelevant, as Amazon couldn't deliver it to 55M+ households in the U.S. Peak streaming viewership, measured in AMA, was 15.5M in 2025. Even years from now, streaming will still...
Rebundling Is Key to Recovering Pay‑TV Losses
Consolidation and rebundling are the only way I gain some fraction of what lost via the attrition of Pay TV over the past 15 years…Big questions is just how much can be stabilized and regained? Just getting started...
Seeking Effective Prompt for GPT Image 2 Thumbnails
Anyone figure out how to generate great YouTube thumbnails with GPT Image 2 yet? Have a good prompt?
Founders Prove Commitment by Risking Personal Finances
You’re not a real founder until you open a credit card for a cash advance, take out a 2nd (or 3rd) mortgage, or pull money out of your IRA.
Starcloud Eyes $2.2B Valuation Amid SpaceX Interest
Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest — The Information https://t.co/x8wmuzDcmW
MLS Faces Critical Search for Next Commissioner
With Don Garber’s quarter-century-plus tenure ending next year, MLS has executive headhunters embarked on a sprawling replacement search. A few well-known names have emerged as early targets. With big-growth ambitions, they’d better get it right. https://t.co/5EQuSrXqKz
Overweight PSH to Boost EPS via Fee Cuts
Macro: fee-conscious markets. Key: PSH cuts performance fees by offsetting 20% of PSUS manager fees after $5bn IPO. Risk: IPO closing/AUM growth. Insight: overweight PSH for fee-driven EPS lift.— Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
NHL/NBA Lag Far Behind MLB's Streaming Revenue
Those numbers are lower than what MLB teams are getting right now with PayTV and DTC streaming. I’m confused why the NHL and NBA wouldn’t just copy what MLB has done…Also, no one, and I mean no one, is doing...
Realizing the Strait of Hormuz's Strategic Importance
Thinking back to a few months ago when you had either never heard of or thought about the Strait of Hormuz in decades https://t.co/W8AMqVrYUw
US, China Economic Chiefs Air Grievances Before Trump‑Xi Summit
China, US economic chiefs raise complaints in 'candid' call ahead of Trump-Xi summit - https://t.co/6dolrnOyj0
Master Future Costs: The Essential Math of Decisions
“The best math you can learn is how to calculate the future cost of current decisions.”
Funding Only Builders Aligned with Culture-First Tech
"Culture has moved upstream of technology, and I am only going to fund the builders willing to live under that code."
Clocktower Seeks Marketing‑Savvy Biz Dev Associate in Santa Monica
Fintwit: Clocktower is expanding our Strategy team, hiring a junior-to-mid level biz dev associate in our Santa Monica office. If you know someone who has a marketing & comms skillset + a deep interest in markets, drop me a line. Details and...
Limited Spots: Get Clear Financial Visibility for Creatives
Last day of April and I still have one open spot this month. May is opening up with two spots and I want creatives who are ready to get real visibility into their numbers. If you've been wondering whether you can...
Five More States Join California to Block Nexstar‑Tegna Deal
Five more states have joined California's suit to block the Nexstar-Tegna deal. Joining the party are: Indiana, Kansas, Massachusetts, Pennsylvania, and Vermont
Ending Tariffs Seems Ill‑timed Amid Bourbon Boycott
As a rule, I support the end of all tariffs, but this is a rather strange thing to do right as the Kentucky bourbon and Tennessee whiskey industries are getting devastated by international retaliatory boycotts.
Apple Abandons Net‑cash‑neutral Goal Amid AI Push
Interesting that Apple dropped “net cash neutral” as a formal target after 7 years. With a new CEO coming and AI investment ramping, the flexibility to evaluate cash and debt independently makes sense. $AAPL
Four Key Levers for Valuation: Growth, Margins, Capital, Risk
Aswath Damodaran on the 4 levers to valuation 1. Revenue Growth 2. Operating Margins 3. Reinvestment (or Investment Capital Turnover) 4. Risk (Continuous and Discrete)
SpaceX Loaned Itself Money at High Rates for Musk
The real issue here is that SpaceX itself was borrowing the money to give to Musk, via the Nov 2018 leveraged loan priced at LIBOR+4.25%, far above the rate he was paying SpaceX https://t.co/hRcoplhKVQ
Dollaryuan Market Emerges as Key Global Currency Shift
There are lots of moving parts at the moment. But a key one involves the possible formation of a dollaryuan market (or will it be called a yuandollar market? Yet to be determined). https://t.co/NuEwX8HNB6
Companies Hire Underperformers Just for LinkedIn Bragging
They also hire underperforming people from legit firms so they can parade those work histories on LinkedIn. I’ve been seeing that lately.
Minnesota Leads Bid for 2028 NFL Draft Hosting
Sources tell @SBJ that Minnesota is favored to win hosting rights to the 2028 NFL Draft https://t.co/q46HHX11yG
John Wall Named Howard’s Basketball Ops President, Elevating Athlete Influence
Interesting to see how these are becoming more than #nil for responsible athletes looking to make a difference. #Howard taps John Wall to be new president of basketball operations https://t.co/haYGukq460 via @usatoday
Mayor Mamdani May Use DSA Rhetoric Over Bond Downgrade
We are still in city/state budget season and anything can happen. One potential "anything" is ... does Mamdani, like most mayors, run away from the prospect of any bond downgrade? Or does he employ this as part of a long-held...
Turn Every Content Piece Into Instant Lead Magnet
Cloudflare just made agents first-class customers (buy domains, deploy infra, pay subscriptions). Translation: you will drive more revenue with this. For us: this unlocks on-demand microsites, subdomain experiments, and lead magnet velocity - but only if we gate every spin-up with...
Seeking Peacock Game Stats to Recalculate Averages
If you have the numbers for the Peacock exclusive games please let me know. I would like to know how those affect these “averages”
Colts Decline Richardson's $22.5M Option, Free Agency Looms
The #Colts have officially declined a $22.5M 5th-year option for QB Anthony Richardson. The 23-year-old is due a fully guaranteed $5.3M this season, with free agency now available next March.
CIOs Must Witness Marketers' Complex Multi‑Channel Challenges
"CIOs rarely have the opportunity to observe how marketers do their work, the complexity of integrating multiple tools, or the effort required to scale campaigns across dozens of channels." Time to change that. #CIO #CMO #DigitalLeadership https://t.co/Vjv8aDlma4
Choose Precise Words to Build Credibility in Presentations
Whether you’re delivering a sales presentation, keynote speech, or report to the board, choose your words carefully to build credibility, sound intelligent, and make your message understood. #frippvt #virtualtraining #presentationskills