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Every morning
Weekly
Tuesday recap
Tokenization at a Turning Point in 2026: NASDAQ Eyes $500M Collateral Savings, IBM Urges Banks to Act – But Interoperability Stalls Topics: ↳ IBM: Tokenization at a Turning Point Banks Can’t Afford to Miss in 2026 (But Most Likely Won’t Act) ↳ NASDAQ Pushes Tokenized Collateral: $500M Savings Led by HFT Firms & Prime Brokers – Banks Trailing Once More ↳ DLT Interoperability Threatens Tokenization: No Progress Since 2024, Fragmentation Risk Rises ↳ The “All-AI Bank” Meme Is Dead: Why AI Won’t Replace Banking Software Anytime Soon ↳ Identity Fraud’s Sophistication Shift: AI Fuels Higher-Value Attacks — $50B Nightmare Continues ↳ Chart of the day: Asia Energy in Peril 2026: 80%+ Oil & LNG Through Hormuz ↳ Bonus Read ✦ Standard Chartered: Six Forces Shaping Institutional Payments in 2026 — Real Time is No. 1 https://t.co/r9AsA0PFGR
Markets are useful for the same reason polls are useful: not because they’re flawless, but because they aggregate lots of views. The difference is investors back their opinions with cash. Stocks aren’t GDP, but they do reveal what people expect...
SBC/Revenue vs NTM growth 👇 High growth ≠ shareholder-friendly $TEAM $FIG → strong growth, but SBC eats a large portion of value The best companies balance both $PLTR $APP $SHOP $ZETA → high growth with controlled dilution Low SBC = real operating leverage $MSFT $FICO $FTNT...
Markets have been the ultimate constraint on Trump and they're starting to look very iffy, especially where the US bond market (bottom left) and private credit (bottom right) are concerned. If the US escalates the war with Iran, markets will...
Upvest Raises US$125 Million to Modernise European Banking Infrastructure - Fintech Schweiz Digital Finance News - FintechNewsCH https://t.co/OLsvn5pOuF https://t.co/WwYH1vY8PH
2-Year, 3-Year Treasury Yields Spike, Flip to Rate Hike. Yield Curve Uninverts. Government Sold $606 Billion of Treasury Securities this Week as the Borrowing Must Go On. Whiff of turmoil in the bond market as inflation fears moved to the front...
This, from Bloomberg, illustrates how the Middle East War threatens a widening set of global supply chains. (On Monday, the FT is scheduled to post my column on a separate global risk that has yet to receive sufficient attention: the likely...
True, but… I’d be more concerned if the next layers down aren’t using it…VP finance, Controllers, and their teams I know many who haven’t touched any AI yet…
It's easy to make fun of 2021 valuations. But how in the world did we ever think Asana should be at a 60x revenue multiple... Seems like we will look back similarly at many private AI companies 🤔 https://t.co/VK8CqatqTn
1/6 The 10-year yield was up 13 bps yesterday, closing at 4.38%, the highest level since late July The bond market's view changed in the last few days. 🧵 https://t.co/QnAMwCkKch
Your financial model has an error right now. You just haven't found it yet. I know because I've been there. I once spent days building a model for a client. Board meeting. Next 12 months of projections. Felt great about it. Then a...
There is a new meta for merger arbitrageurs, such that traditional antitrust analysis is outweighed by the acquiror's political clout. In particular, if the acquiror employs Mike Davis, their M&A deal is getting done. https://t.co/B0QuYUxxv2
My thoughts on how private credit mangers can rebuild investor confidence in this weekend's @barronsonline: First, they should cut fees: "A lower fee structure would go a long way toward improving managers’ standing with investors". Investors will return to the asset...
Long-term Treasuries are up 4.60% this year. The S&P 500 is down 3.24%. The most consensus short trade in finance for three years is quietly winning. Nobody writes bond bull pieces. Nobody is crediting their bond allocation. But TLT has outperformed SPY...
Tokenization and the Future of Securities: Modernizing Our Capital Markets | U.S. House Committee on Financial Services Democrats https://t.co/DIllwrCy1U
It is as if the media is unaware of the broadly syndicated loan market https://t.co/7VASp4fFsN
UST 10 Yr Notes went home 4.386 on Friday, yield about 10.3bp's higher. 20 Yr Bonds just 2bp's away from that 5% Handle.
Quick Biotech IPO stats for 2026, with six offerings: $AKTS $AGMD $EIKN $SGP $MANE $GENB - Average post-IPO stock performance (offer price to 3/20/26 close): +38%. Without $MANE, avg is negative. - Median post-IPO stock performance: -24% - Total IPO gross proceeds:...
"The forward 12-month P/E ratio for the S&P 500 is 20.3. (down 2.8pts from the high... the market multiple hits correction territory)" -Mike Zaccardi
"Changes to index criteria are frequently proposed and often adopted. Since 2015, S&P has made over 20 updates to the S&P 500 index methodology, including increasing the minimum seasoning requirement in 2017 and reducing the minimum float requirement in 2019....
Every expense tool claims one-click sync to QuickBooks. But how many of them can do it in 60 seconds while you’re skydiving lol?
Schwab pays ~20 bps on cash. Wealthfront pays 330 bps. Schwab keeps 290 bps. Wealthfront keeps 60 bps. Craziest part -- both have ~36% net income margins. The ops heavy, extractive incumbent model and the tech powered client-aligned model converge at the same...
JUST IN: 🇺🇸 CFTC announces Futures Commission Merchants can accept Bitcoin as margin collateral. https://t.co/oNOW4PB9po
When the Fed cutting cycle started in 2024, 20Y rates quickly moved to 4%. And after 175bp of cuts, the 30Y rates is back up to 5%. The latest wiggle is obviously the Iran effect. But the divergence is arguably 2 years...
So how has the plan by @SecScottBessent to not term out the debt and keep rolling bills worked out?
Great to be on @SquawkCNBC with @andrewrsorkin. My take: --> AI will drive increased financial activity --> AI agents will eventually transact and exchange value on our behalf This means we'll need new financial rails designed for machines. The future of finance will...
This headcount format gets the fastest "got it" from every board I've presented to. Here's the thing about tables. They work. But nobody remembers them five minutes later. You say "Sales has 72 people." Board nods. Next slide. Already forgotten. But when you...
Boston Beer repurchased ~$530 million of its common stock over the past three years, which is roughly comparable to what the company spend on repurchases over the previous decade (FY13 - FY22) https://t.co/pROlFqwX7E
Prorating investors in a standard 5% quarterly tender offer is not the same as gating or halting redemptions. https://t.co/p9tLyxgsOi
When a CFO asks: “Who should lead this initiative?” It’s rarely about perfect files or extra slides. FP&A progression starts earlier — when your insight shapes decisions, not just explains them.
U Mobile Ownership Shift: A Strategic Masterstroke or a Debt-Fueled Gamble? Some asked: Local Triumph or Sovereign Risk? Corporate finance perspective, let me explain the A, B, & C: A. Positives B. Negatives C. Neutral ↓↓↓
The New Accountability: Why AI Trust is the CFO’s Most Critical Investment It is no longer enough for the CFO to simply delegate the security assessment of a new piece of technology to the IT department. https://t.co/LYvrlGxIbE https://t.co/iVZDNPHEZg
S&P to Cliffwater: if you keep honoring redemptions above 5%, we might downgrade you. So the choice is: gate your investors and keep your rating, or pay your investors and lose it. The product design is now working against itself.
I am thrilled to announce all EU and UK listings are now live in the @fiscal_ai API. They roll into the Terminal shortly. The complexities of making this happen, the edge cases, the quality control, the source material ... extremely hard. So proud...
"$NBIS is not getting customer Pre-Payments." Just because they didn't announce it doesn't mean they aren't. Clues are in the balance sheet. $1.6B in deferred revenues. $1.3B of that is non-current, revenues that won't be recognised in the next 12 months. Customers paid $NBIS $1.3B...
"Wave digital is going to issue the first rated bond COLLATERALIZED by Bitcoin," says @EmanAbio https://t.co/oU2EeDw6Mf
The US 10yr yield is up about 35 bp since the start of the war and the 2yr yield is up about 43 bp. The 2yr break even is up 57 bp to 3.38% and the 10yr breakeven is...
If you read one thing on private credit today, make it Sixth Street's investor letter. The highlights: “Crises don’t happen because of credit issues, they happen because of liquidity issues. "If you believe in efficient markets, public BDCs trading at significant discounts...
Dr. Selene Castrejon doesn’t run a tech company. She runs a medical practice. Every hour she spends on admin is an hour not spent with patients or growing her business. Inside the AI Business Lab® Mastermind, she built trained AI bots...
Most investors take risks they're not getting paid for. William Sharpe proved it in 1964.. and won a Nobel Prize for it. Our latest video for @ifadotcom explains why his paper still matters. #Finance #Investing #Stocks https://t.co/xx3iYAL8Zr
Big congratulations to @thefintechfund portfolio co @getTransFi, who just raised their $14M Series A from @Tether's investment arm, Turing Financial. https://t.co/YnhLl63Gau
EIB to finance 290MW solar PV and 350MW BESS Italian portfolio #energysky -- via pv-tech: https://t.co/ivC4mfMTQa
RPO breakdown of public software companies. High RPO = guaranteed future revenue (your customers are prisoners) Low RPO = you have to win your customers’ love much more frequently All else being equal, high RPO is better. But it can make you complacent…...
If Bill Dudley still confuses First Brands and Tricolor with private credit, literally six months after all market participants realized they were in the broadly syndicated loan and asset backed finance markets, then what hope do regular people have? https://t.co/aA33Nc1928
Rates moves from Jan FOMC to today are basically all in the front end https://t.co/z4SHlodCLM
Good read on Biopharma M&A by RBC , little mention to Betaville, Bloomberg, FT , oand ofc the standout $RVMD Our biopharma team is out with an M&A discussion piece - given the importance of M&A to the sector, it is...
Ping An's PingAnGPT-Qwen3-32B Tops CNFinBench: Strong Reasoning, Accuracy and Wide Deployment Topped CNFinBench leaderboard (March 15, 2026), beating GPT-4o + Claude Sonnet 4 on this benchmark. Evaluated across 5 dimensions: financial expertise, business understanding, reasoning/computation, compliance/risk control, application security. Deployed in...
While credit markets are open to many companies, they're starting to close for others. Qualtrics, which makes online survey tools, had to ice a $5.3 billion loan and bond deal due to lack of investor appetite. https://t.co/DE0BfMnHYT
Good Morning from Germany, where newly issued debt has so far not been used for investment, but rather to finance election giveaways & plug budget holes – once again proving the laws of political economy. Acc to Ifo, public borrowing...
Sunway Healthcare Holdings Bhd (SUNMED, 5555) debuted strongly on Bursa Malaysia Main Market today. Opening price hit RM1.70 → 17% above IPO price of RM1.45. Price climbed fast to RM1.80–RM2.00 range in morning trade → market cap exceeded RM20 billion. Retail offering...
