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
Enjoyed having Andrew Hohns as a first-time guest of the show. We talked about how Bitcoin is transforming the real estate industry and why we should see many more Bitcoin-backed mortgage and lending products very soon. TIMESTAMPS; 00:00 Andrew’s Bitcoin journey 7:52 Gold vs Bitcoin 12:45 Credit meets Bitcoin 14:53 Philadelphia BTC Building 25:18 Bitcoin-backed mortgages 30:07 Housing market, real estate 36:23 Credit risks 40:56 Is Bitcoin credit dangerous? 46:40 Minimum wage in gold 52:28 Can Bitcoin stay free?
This Tiger Cub hedge fund founder built a $6B hedge fund, delivered 15%+ returns for over 20 years, and then walked away.
“I don’t understand why we call both things venture capital.” — Dan G. on multi-stage mega funds (or the “big banks” as Nicholas Chirls calls them) vs smaller managers dedicated to the craft of early-stage venture. We had a super...
Post-Trump assault on Greenland, the EU parliament delivers a big win for the digital euro as it wins 420-158 backing in EU Parliament straw poll The digital euro couldn't have better timing as the EU looks to the digital euro...
LG Electronic - IPO Stock : Bad News Profit Slumps 61% 🚨 Net Profit slumps 61.6% to Rs 89.6 crore Vs Rs 233 crore Revenue down 6.4% to Rs 4,114 crore Vs Rs 4,396 crore EBITDA slumps 42.4% to Rs 196 crore Vs...
From yesterday's post: insider buying in Philippine fast-food restaurant chain Jollibee, right after it announced that it would spin off its international operations on a US exchange in late 2027. https://t.co/qaFLrM4ucT
Well, if this is true, you shouldn't regulate them. But if you don't regulate them then people without inside information shouldn't trade on them. So it should end up a tiny market of well-informed people all wanting to...
In the wake of this morning's NFPs beat and downtick in the unemployment, Fed Funds futures have shaved off ~8bps worth of expected cuts through 2026 - was as much as 12bps. Someone is going to be surprised if this continues:...
🆓 Wednesday links: focusing on forecasting, how NAV squeezing works, and the rise of the active ETF. https://t.co/bgzuhBy1Uq image: https://t.co/JRCEGjVQN2 https://t.co/PSs8BSV9vG
probably a good time to announce that there’s a better way: @clovefi a new uk wealth manager that combines ai with the best of human advice. https://t.co/Nz9FBbJgnQ
Your financial model has vulnerabilities. You just don't know where yet. Get the financial model template from this video https://t.co/k8GYiP9Ubg After building hundreds of financial models and training hundreds of people across the globe, I keep seeing the same three tabs missing. Without them,...
UK launcher startup @orbexspace starts bankruptcy procedure after merger/acquisition/funding talks fail. @spacegovuk launch policy looks to be a puzzle. Remaining @nyxcapsule interest uncertain. @esa @defis_eu @SaxaVord_Space. https://t.co/h0Gu8UB0cx https://t.co/RsfCNjTv3u
Most private investment funds fail before the second raise, not because of the market, but because they were never built as real businesses. In this solo episode of Raise the Bar, Seth Bradley breaks down why a fund is more than...
Valuation is understandably one of the most top-of-mind topics founders want to cover in our conversations. Something we often emphasize is that there are two sides of valuation: the objective side based on core SaaS metrics, and the subjective side...
US household debt just hit $18.8 TRILLION. Consumer delinquencies are at their HIGHEST LEVEL in nearly a DECADE. Not a good sign. https://t.co/PHcOGrhvOc
Supposedly only 2% of financial institutions now report no use of artificial intelligence 🤔 https://t.co/fJGLehjCf2
Your 3:1 ROAS looks great on the dashboard, but your P&L tells a different story. I've watched brands celebrate hitting ROAS targets even as their bank accounts BLEED out. What ROAS measures is revenue, not profit. It’s different in every situation. EX...
Analytically, the January U.S. jobs report supports competing views. The market reaction, however, was clear: traders have sharply dialed back expectations for a June rate cut. The big beat on January job creation, paired with a dip in the unemployment rate...
And it’s not just global earnings that have been showing momentum. Payouts (dividends + buybacks) have been advancing as well, as companies near and far have become more shareholder savvy. The growth rate of payouts has been the primary driver...
Small Warner Bros. Discovery Shareholder Blasts ‘Flawed, Inferior’ Netflix Offer and Backs Paramount’s Hostile Bid — but Will It Matter? https://t.co/NGSPvAdqOW via @variety
Is the SaaSpocalypse just a market correction or a crisis of defensibility? The pillars and moats we’ve leaned on for a decade are eroding in real-time: Systems of Action are no longer defensible. When anyone can use LLM + AI...
NFP BREAKDOWN : Unemployment rate dropped to 4.3% while headline number crushed the expectations. In simple words , this was a much solid NFP all across the board. FED pause will continue. Profit taking in Gold , SPX , NASDAQ on reduced rate cut...
NEW US JOBS DATA: Non-farm Payrolls: +130k Unemployment Rate: 4.3% (-0.1%) Prime Age (25-54) Employment-Population Ratio: 80.9% (+0.2%) Average Hourly Earnings: +0.4% Annual Benchmark Revisions: -898k
January Non-Farm Payrolls print at 130K vs expected 66K - previously 48K Unemployment holds ticks lower to 4.3% #NFP
I teach professionals data analysis. Not to be Data Analysts. Why? Because most analyses are conducted by business professionals, not IT. And with Copilot in Excel, that's only going to increase, not decrease.
#BlockDeal | Sources say that promoters likely to sell up to 3% stake in #NetwebTechnologies via block deals
"Between 2016 and mid-2023, 354 banks provided $429 billion to the 100 biggest steel producers, suggesting that finding capital isn’t the main challenge." https://www.bloomberg.com/news/articles/2026-02-11/banks-backing-green-steel-fund-false-solutions-report-says
For those of you still watching where this bull-bear battle goes for Pop Mart, S3 Partners just said they have not seen much short covering despite the shares over 50% rally in less than a month through Tuesday https://t.co/oArFfDeiSH
Good morning and welcome to Jobs Report Day in the US. The consensus forecasts are for a monthly employment gain of 65,000, an unemployment rate of 4.4%, and a 3.7% annual increase in average hourly earnings. As we head into this release,...
This @NikkeiAsia article just out on Toyota Group's "clash" with Elliott on the disposition of Toyota Industries is shameful. There are a bunch of very basic quotes. There is no mention of book value. There is no mention of the...
China’s Consumer Inflation Eases, Producer Prices Stay in Decline The consumer-price index rose 0.2% from a year earlier in January, cooling from December’s 0.8% increase https://t.co/7xOyvC2ByN https://t.co/7xOyvC2ByN
Goldman Sachs has played on the fringes of Indian dealmaking for years. A big push to take market share from its Wall Street rivals is starting to bear fruit https://t.co/wB4mwz8dvu Anto Anthony @ScanlanDavid
#NFP tomorrow. After yesterday's verbal managing of expectations from Hassett and Miran. Will NFP hit 23K ? 15K ?
Did MicroStrategy Make a Bad Bet on Bitcoin? Bitcoin made the headlines, but MicroStrategy’s numbers? Not so pretty. I’d have preferred gold, silver, or even interest-bearing cash. Opportunity cost matters — don’t get caught chasing hype. Bitcoin #PeterSchiff #CryptoNews #Investing #GoldVsBitcoin #FinanceTalk...
5 reasons why a Stocks & Shares ISA is the best way to build wealth in the UK 🇬🇧 1. Easy to open in minutes 2. You choose how much to invest 3. Access to global ETFs & funds 4. Withdraw anytime, no lock...
We have a new report out today, "Bayes and Base Rates: How History Can Guide Our Assessment of the Future." -We place projected sales growth rates of some artificial intelligence (AI) businesses in the context of history. - We review...
Software valuations are falling which means 409As that are getting updated now will fall too. Should you reprice underwater stock options? Here is everything to consider: https://t.co/VumYhlVzRr
If you lead a finance, sales, service, or ops team and you're still trying to figure out where agentic AI fits, this is the room you want to be in. I'm keynoting at Microsoft Times Square on Feb 26 with...
Entrepreneurs: private equity firms OVERVALUED SaaS companies during 2020-21. NOW, those “overvalued” companies are getting marked down 30-60% 🤯 If you’re an investor = BUY distressed assets LOW If you’re a startup founder = CASHFLOW CASHFLOW
About 65% of $SPGI's (down >20% over past month) pre-tax earnings come from ratings & indices. The potential challenge that AI poses to S&P's analytics/consulting/intel business is something I get. But I don't understand AI's bear case for ratings & indices,...
Exclusive: @candlemedia sells ATTN: back to founders Matthew Segal & Jarrett Moreno —Candle will maintain a minority stake —Segal and Moreno acquiring majority stake alongside a new investor group that includes Shari Redstone, Paul Wachter & more @axios https://t.co/MvQQNtTm26
NEW: #Paramount updates hostile takeover bid for @WBD —Will pay the $2.8 billion termination fee WBD would owe Netflix if deal collapsed —Will pay a $0.25 per share "ticking fee," to WBD shareholders for each Q transaction has not closed after...
Stripe is in talks to launch a tender offer that could value the payments company at more than $140 billion, Axios Pro has learned from multiple sources. https://t.co/ZdKZhv7qn6 https://t.co/uSM0o6lKUo
I've been doing analytics for 14+ years. And I'm a Microsoft Excel MVP. It's 2026 and top Excel users know better than making this mistake: Ignoring Python. Because Copilot in Excel uses Python to work it's magic with your data. Even if it doesn't tell...
When the ground starts shaking, FP&A doesn’t break at the spreadsheet. It breaks at the table—when the forecast is “locked.” Sahil Kamani and Pablo Gómez Valle unpack judgment under pressure. What disappears first: challenge, range, or time? 🔗 https://t.co/TeOVII8YZf #fpatrends https://t.co/Z7EzyDozdi
#Alphabet sterling bond raises a record £4.5 bn, with £24 bn in bids. They may start borrowing on behalf of Bessent if it continues like this $GOOG
POC2026 Verdict: The industry pivot from price-driven growth to yield-driven value. Fixed Land —► Capacity Ceiling Efficiency Gains —► Margin Defense Based on current analyst consensus and preliminary sentiment from POC2026 (Day 1), the market is pricing in a...
Who is the world's largest holder of US Treasuries? 🥇 Japan 🥈 United Kingdom 🥉 China But here's the wildest part - if Tether were a country, it would be the 17th largest holder of US Treasuries https://t.co/JoaE6JzFI9
Most cold connection requests say NOTHING. 2 ways to fix this: 1. Don't send a message (let your profile talk) 2. Send something relevant Both take seconds. Neither is ingenuine.
UBS's My-Way platform with USD 30 billion assets: UBS customers have now invested >$30 Bn on the managed portfolio investment platform. #WealthTech #WealthManagement
