Finance Social Media and Updates
Finance Social Media and Updates
Finance Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
To put Block's 40% layoff in perspective... Here are the largest single layoffs by a public tech company: https://t.co/RIuZwREhhC
*ELON MUSK'S X, XAI PLAN TO PAY BACK $17.5 BILLION OF DEBT Looks like private credit* is good again *actually BSL but the media gets it wrong all the time so who cares
Chris, saw that First Round Capital is backing startups and helping them grow. Any chance your business could make use of some capital options towards the end of the year?
#Mortgage rates jump sharply higher after Iran strikes, reversing last week's decline https://t.co/O08aG0nWf9 @mortgagenewsmnd #realestate #realestateinvesting
Tokenized gold provided access to a safe-haven asset when traditional exchanges were closed this weekend. My research paper updated today. @DukeFuqua @RA_Insights https://t.co/yA7PGaTTgf
Mercury charges for a bank account while others give it away. Immad Akhund explains why Mercury Personal targets the mass affluent—and what that says about fintech’s next fight. (0:00) Why Charge for a Bank Account Now? (0:23) Akhund: Who’s the “Mass Affluent”? (0:56)...
Greg Abel: "Share repurchases are another important capital allocation option. We will buy back Berkshire shares when they trade below our estimate of intrinsic value, conservatively determined, ensuring that repurchases enhance per-share value for continuing owners."
Are you getting a return from your IT investments or just burning cash? Tomorrow, I'll be participating in a webinar with @Apptio and SunStream Business Services about the realities of FinOps in a dynamic market. Apptio will share its latest...
"Another great way to do smaller deals and reduce risk is to do leases on used equipment. Just like cars, most of the depreciation on equipment happens in the first few years." –Invest Local (2014) https://t.co/l2EObkfURN https://t.co/X97c95CkJd
Trust is emotional. It’s also economic infrastructure. When it weakens, markets reprice risk and retirement plans built on stability require harder tradeoffs. Most people treat trust as sentiment. It isn’t. It determines how money moves. I sat down with George D. Kinder to...
Note for $TGTX, this year has $100m in expenses building inventory for Subq - from a theoretical accounting perspective should really be capitalized (and then written-off if failed or amortized in year of sale), but in actuality gets deducted from...
Investing is entering a new regime defined by AI acceleration, crossover convergence, and a widening gap between insight and execution. A conversation with @GavinSBaker of Atreides Management on rigorous debate, conviction, and how culture & risk management drive performance across...
Markets are in risk off mode but NOT full panic YET 📉 $SPX $ES $NQ down 🛢️ $CL surging 🥇 $GC up YET 💵 $DXY strong 📈 $VIX rising Ras Tanura attacked. Oil supply at risk. Iran escalating. If oil keeps climbing, inflation comes back fast. If...
You have to understand that the high finance industry is the most AI-proof (minus back office) because the edge has never been about efficiency It’s regulatory arbitrage, liquidity monopolies, and bilateral custodial trusts backed by war Its only real vulnerability is socialism
The 2025 Employees' Provident Fund (KWSP) dividends experienced a slight decline to 6.15% for both conventional and syariah accounts. CEO Ahmad Zulqarnain Onn attributed this reduction to: 1. stagnant growth within the local stock market and the 2. strengthening of the...
Back to Investment Markets in light of Iran-US-Israel War 📈 "If you don't have a clear game plan, you shouldn't be taking any action at the market open... If your game plan is to reduce risk across the board, again open is...
The LBO debt market is freaking out. Here comes a $20B test of nerves https://t.co/MiXTnEB2pK
My accounting team is receiving scary good fraud attempts… It is no longer the yahoo email from the CEO saying “Send $10M to this bank asap. We just acquired a company. Many thanks” Stay safe out there
Most people think their advisor's job is to make trades. Buy this. Sell that. Rotate sectors. Time entries. That's level one. And it's the least valuable thing a financial consultant can do.
Aussie 10s have on average traded 67bps cheap to UST 10s over the past few weeks. Currently trading 4.58 which suggest UST 10s should open around 3.91, 3 bps richer (that's like 6-7 ticks)
What do the most successful companies have in common? They all excel in these three critical areas 1️⃣ Strong, predictable cash generation 2️⃣ Attractive growth opportunities 3️⃣ High returns on capital
"Free cash flow conversion separates accounting profits from economic profits." Most profits are fiction. Cash is truth. 💸 Free cash flow conversion separates accounting profits from real economic value — and serious investors know the difference.
The one number that unlocks business acquisition finance: DSCR — Debt Service Coverage Ratio Formula: EBITDA ÷ Annual Debt Repayments Lenders want ≥ 1.5x What this means: For every $1 you owe the bank, the business earns $1.50. Find a business with $500K EBITDA? You can service...
Retail landlords: TI vs. Free Rent isn’t just negotiation — it’s balance sheet strategy. TI = upfront capital out. Free rent = delayed income. Both reduce effective yield. But they affect refinancing and liquidity differently. In today’s lending environment, structure matters more than optics. If you’re...
Ginkgo reported full year 2025 revenue of $170M at the end of last week. When it went public at a $15B valuation in 2021, they guided to investors that they’d be adding $7.6B in new business PER YEAR in 2025...
Many small SaaS companies can’t clearly answer: “How much money are we actually making?” In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why financial visibility shouldn’t be this hard. Watch 👇 https://t.co/BnQYh8fzzR #SaaS #AI #Quanta https://t.co/ftZ3u32GPX
“Welcome to my special report on how to borrow from #businessbrokers... By the end of this report, you’ll learn how you can negotiate a loan from a lender that many others have never considered.” –Borrow from Biz Brokers (2017) https://t.co/l2EObkfURN...
Goldman Sachs down 7.5% in a single day. From $985 to $860 in three months. Meanwhile, a UK mortgage lender just collapsed. Private credit contagion is spreading across the Atlantic. This isn’t a correction. It’s a credit event hiding in plain sight.
⚠️China is indeed DUMPING US Treasuries: China’s holdings of US government bonds dropped -$75.5 BILLION in 2025, to $683.5 billion, the lowest since September 2008, the Financial Crisis. Since the 2013 peak, holdings have fallen -$633.2 BILLION.👇 https://globalmarketsinvestor.beehiiv.com/p/china-sold-a-significant-amount-of-us-treasuries-in-2025
Berkshire’s capital allocation principles and strategy: Invest in businesses that we thoroughly understand, with durable advantages and long-term economic prospects; Partner with high integrity leaders who understand their customers and act like owners; Avoid businesses that undermine the fabric of society or...
Major News to Track on March 1, 2026: 1. US-Israel Strikes on Iran Escalate, Khamenei Reported Dead 2. Oil Prices Surge Amid Fears of Strait of Hormuz Disruption 3. Global Stock Markets Brace for Volatility Post-Iran Attacks 4. EPF Announces...
The mass majority of physicians who are doing independent work think they should be an S-corp. The mass majority of physicians who are doing independent work should not be S-corps. #TaxTwitter
10yr yield down 34bps in less than 4 weeks @stockcharts Will rates drop on Monday? #Iran https://t.co/0jT2TsHb42
Stock selection is absolutely critical. 📈 because not every stock that dips is going to recover, and the ones that do recover the fastest and strongest are almost always the names with relative strength, institutional sponsorship, and a strong theme backing...
What’s your North Star metric? In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why product usage drives their strategy — and why NRR is her favorite SaaS metric. Listen 👇 https://t.co/BnQYh8fzzR #SaaS #NRR #Startups https://t.co/nLbvXo2yBs
Many calling/hoping for a crash in private credit. While loan performance has mostly been ok, secondary prices tell a different story. A crash has already happened in the listed BDC market, with NAV discounts previously only seen during Covid and the GFC,...
As I was building my MRR analysis feature, I realized that there is much more power in our MRR schedule than we realize. With the correct metadata, we have a revenue intelligence engine that will provide more insight for our...
Berkshire Hathaway's cash pile drops to $373.31bn in 4Q down from $381.7bn in the previous quarter following after a rather disappointing quarter. Operating profits fell nearly 30% in Warren Buffett’s last quarter as CEO, as insurance underwriting earnings slumped. That metric fell by...
Parametric insurance economics 🧐 https://t.co/xsiFGRw3HV @jeffroth77 @GalenDShaffer @JimMarous @FGraillot @nigelwalsh @SpirosMargaris @jblefevre60 @robgalb @RonnoArnold @hedgequote @Nick_Lamparelli @antgrasso @hugues_bertin @globaliqx @psb_dc @an_battista @InsuranceEleph1
You’re earning the wrong type of income, and your salary is the proof. Two people earning $200K. Same income, completely different financial realities. There is a distinction between capital income and labor income reveals why the wealth gap isn’t about how much...
Summary of Major News on Friday, 27 February 2026:  1. Sunway Healthcare’s Historic IPO and IJM Corp Bid Update 2. Alleged Plot to Topple the Government Uncovered 3. Petronas Faces 18% Profit Drop Amid Oil Price Slump 4. CIMB Reports Earnings Growth and...
California CRE owners: 2026 is about refinancing — not appreciation. Higher rates + tighter DSCR + lower valuations = equity pressure. If you want to stress-test your property’s refinance position, DM me “REFI.” #CaliforniaRealEstate #CREInvesting #CommercialFinance #RealEstateStrategy #marketshift
SCMP: "Global debt climbed to a record high in 2025, rising at the fastest pace since the pandemic, with China and the United States accounting for a large share of the increase, according to a new report." https://t.co/GSQFwnXnb0
Why did rates and bond yields drop today despite a hot inflation report? #Labor over #inflation. #mortgagerates #realestate #chartdaddy
Major news to track on February 27, 2026: 1. The Friday Power-Play: Malaysia's Economy in the Crosshairs A critical convergence of geopolitics and capital is reshaping Malaysia’s financial landscape this morning. From high-stakes Cabinet decisions on US tariffs to the largest...
Lawmakers eye tax changes to tackle institutional investors in housing: Semafor "this is not a free market for the American family, because investors… have special tax write-offs… that aren’t available to single families" -Rep. Marlin Stutzman, R-Ind. https://t.co/4JRvuFhZMv
Asana CEO has purchased over $1B of Asana stock since they went public 🤯 Asana market cap today is only $1.7B. The purchases were funded by selling his Meta stock... He lost several billion dollars from selling Meta and buying Asana... >>https://t.co/cRAFDwGz2b https://t.co/ltv5Z71gZq
Private debt markets have been struggling for some time. These are nonbank lenders, largely in the private equity space, although they do rely upon bank credit. This is one of many fragilities in the financial market and the economy more...
The worst segments of private credit (hint: it's not software*): Amazon aggregators Dental roll-ups Veterinary roll-ups Soccer teams Education *except for Pluralsight, which may be the worst private credit deal of all time
Just two months into the year and there have been 51 SPAC IPOs, which have raised a total of more than $10 billion, exceeding the total blank check IPO issuance in all of 2024. https://t.co/qkcICZwFet
