Trust Wins: Knowing When to Skip AI
Trust is becoming the key differentiator in white-collar work. As AI tools like Claude plug-ins enter finance and cybersecurity, companies are mapping not just what can be automated, but what must remain human to maintain reliability and accountability. In this phase, the advantage is not just capability. It is knowing when not to rely on AI. https://t.co/gTNQq9OP8a @ft @tim @madhumita29
Coinbase Custodian for Morgan Stanley Bitcoin Trust Signals Institutional Adoption
Coinbase has been named as a custodian for the @MorganStanley Bitcoin Trust. Institutional adoption continues, regardless of short term price effects.
VANL Goes Private at 58% Premium After Prolonged Sale Attempts
#VANL taken private at a 58% premium but apparently they have been trying to sell themselves for ages…can’t recall the RNS where they informed shareholders of what they were doing https://t.co/5PsBj27lWP
Financing Standalone Vs. Co‑Located Projects: Key Differences Explained
BBDF 2026: How financing standalone vs. co-located projects really works #energysky -- via pv magazine global: https://t.co/BC1aF4l5ro
Aria Networks Secures $125M, Proving Network Equals Profit
The Network Is the Profit Margin: Aria Networks Raises $125M on a Single Bet https://t.co/3b0ZMPLTTe
Advisors Face Fee Dilemma with Off‑Custodian Cash Solutions
Interesting evolution in the rise of standalone high-yield cash solutions for advisors... at what point are RIAs disintermediating their own assets by using off-custodian providers, and if so when/where is it appropriate to still earn some kind of advisory or...
City's Fiscal Policy Pending Until Mayor Releases Budget
Until the mayor releases a new budget, though (which is soon, within three weeks), it is still the city's official proposed fiscal policy.
AA DIP Tranche Hits QofE, Global Refi Begins
The year is June 2027. First Brands’ new money ultra-priority DIP Tranche AA just traded down to 50 cents. Great news though - the QofE just hit. Finally, the global refi can commence.
ADW Capital Presses CODI Liquidation, Targets $26 Share
$CODI is a collection of crown jewels trapped in a fee-mining structure. SOTP lands at ~$12/share vs. the stock at ~$9.6/share. If corporate overhead is eliminated, liquidation value could reach ~$26/share. That’s what ADW Capital is now pushing for: a full piecemeal liquidation. The...
Y2 Delivers Bloomberg-Level Intel for $20/Month
🚨 Bloomberg Terminal costs $27,000/year. Y2 does the same job for $20/month. 200+ live sources. 40+ AI models. Verified real-time reports. Y2 is a real-time AI intelligence platform. Think of it as your personal Situation Room the kind hedge funds and geopolitical analysts pay...
Crunchbase Predicts 84% of Private Funding Events
What makes private market data especially powerful? Accuracy, completeness, & freshness. Crunchbase has correctly predicted 14K+ private market events to date, & accurately anticipated 84% of real-world funding events before they happened. ✨ Predict what’s next. 🔮 https://t.co/NW0OcCgkfb
XRPL Poised for $18‑21T Daily Settlement Throughput
Three flows: stock market backend settlement, commodities, FX. Each $6-7T daily volume. Total $18-21T daily XRPL throughput. NASDAQ and NYSE tokenization confirmed. Canton lacks clarity, Project Ion finalized 2022 using XRP settlement.
Finance Close Remains Manual, Burning Out Teams
92% of finance teams still rely on manual effort to close their books. only 2% have fully automated. 80% report late nights during close. 55% of finance professionals are burned out. the month-end close is still broken in 2026.
Telefónica Sells Mexican Assets for $450M, Refocuses on Europe
"Spain's Telefónica said on Tuesday it will sell its Mexican businesses to a consortium in a deal that values the operations at $450 million, as the telecom operator looks to exit its non-core businesses and focus on consolidating in Europe." via...
Regulators Relax AML Rules for Banks, Credit Unions
Washington Wrap: Federal regulators ease banks, credit unions anti-money laundering requirements | S&P Global Market Intelligence https://t.co/9NBq4IA82k
FP&A Explores AI with 20 Practical Prompts
FP&A teams are testing AI — but not yet embedding it in daily work. Tanbir Jasimuddin (Freelance Finance and FP&A Leader) shares 20 practical prompts for forecasting, variance analysis & more. 🔗 https://t.co/4czEOJNTz8 #fpatrends #aiinfinance #fpatechnology #generativeai https://t.co/XffzbsVB5P
Media Hype Mirrors CEOs' Enthusiasm for Corporate Hedges
LOL - The media's coverage of corporate hedges - not to mention CEOs' delight in those hedges - would appear to perfectly mirror their perceived value... https://t.co/iyhM43S3Yl
Revenue Triggers Fail without Careful Design
States increasingly turn to revenue triggers to phase in tax cuts subject to revenue availability. Triggers have real benefits, but only if they're well-designed. My latest, on when triggers aren't triggers (and why they should be): https://t.co/TjngDmX4ln
Samsung Predicts Profit Surge From AI-Driven Memory Price Boom
MyPOV: @Samsung forecasts insane operating profit growth thanks to surging memory prices https://t.co/TtaW3vxXCN @SiliconANGLE @Mike_Wheatley “Nobody could have foreseen the ferocity of AI’s memory appetite, but it’s still a great advertisement for…” - @holgermu @constellationr
Young Parrot‑Lover Wields $20B in Europe’s Distressed Debt
What if the boldest force in Europe's distressed debt isn't a legacy titan — but a 35-year-old with a love for raising parrots and $20B to deploy?
Foreign Investors Flee US Treasuries for Low‑Yield Chinese Bonds
Forget US Treasuries, Chinese bonds are the new safe-haven trade Since the start of the war, foreigners have: - Dumped $82B of Treasuries - Piled into panda bonds The math makes sense: - US 10-year yield: 4.4% - China 10-year yield: 1.8% In the midst of the...
New ETF Targets Bitcoin’s Overnight Alpha with Treasury Hedge
Also launching today… Nicholas Bitcoin and Treasuries AfterDark ETF (NGHT) Provides long btc exposure during overnight hours & short-term treasury exposure during daytime trading. “First-ever ETF strategy built to systematically isolate Bitcoin’s overnight alpha.” https://t.co/p4tkRdZnyf
Tokenization Democratizes Assets, Streamlines Capital Flows
Tokenization turns assets into programmable units carrying ownership and rules across networks. Markets open to smaller tickets and new investors, so operations move with fewer intermediaries and clearer audit trails, pushing firms to adapt capital flows. Microblog @antgrasso https://t.co/Q95hTcaliy
Buffett's Rule: Skip Hype, Seek Fundamental Value
Billionaire investor Warren Buffett's strategy? Stay away from flashy stocks, and assess fundamentals to find undervalued ones. https://t.co/qsceHG36d7
Unique Market‑Neutral XRP Fund Delivers Audited Returns
Collateralize XRP, mirror off-exchange, margin line traded market-neutral. April marks one-year audited results release. Scale compliance unmatched industry-wide. Arbitrage income fund made money day markets fell. IRA algorithmic product unique offering.
UST Rally Surges Confidently Amid Fragile Truce
It's a fragile truce so I am surprised how confident the UST rally has been overnight. I guess taking cues from Trump who seems to have his own favored take on developments
Dimes Surge as 10‑yr Yields Dip Below 4.25%
Tplex: Dimes also fired up this morning +23/32nd's 10 Yr Notes below 4.25% (4.238% -10.5 bp's)
Bond Volatility Persists Amid Stock Euphoria and Rising CPI
Bond Market Volatility doesn't get to just "trade" on an euphoric US Stock Market open today - it needs to deal with CPI ripping higher on Friday too https://t.co/DM64FBQn7l
German 10y Yields Drop 15bps on Iran Ceasefire
German 10y (nominal) yields plunge 15bps (w/10y inflation expectations down 10bps) on Iran ceasefire. https://t.co/TN4TRdNdX1
Banks Must Own AI Agent Layer or Lose Customers
🔺 AI Agents & Finance: Which Model Will Banks Choose? Full video here: 👉 https://t.co/W4JgYEnfCZ 💬 AI agents are about to pick your bank, insurance, and investments for you. The real question isn't whether this happens — it's who controls the layer where...
Open‑Source AI Accounting: Auto‑Extract, Convert, Own Your Data
I've been looking for something like this for two years. TaxHacker is a self-hosted AI accounting app that reads receipts, invoices, and PDFs extracts every field automatically and saves everything into a structured database you actually own. Upload anything. Store receipts, restaurant...
Bradford City’s £9m Owner Funding Masks Rising Losses
Bradford City submit 24/25 accounts, when Club finished 3rd in League Two. 🔑 figures ⚽️Revenue £8.7m ⬆️1% ⚽️Operating loss £2.98m ⬆️200% ⚽️Accumulated losses £8.5m ⚽️Suspect Club mainly funded by owners via ‘other creditors’ of over £9m https://t.co/IgPcoZrBz3
Iran Conflict Sparks 2026 Global Food Price Surge
Iran war impacting farmers in Iowa. This is an example of how food prices will escalate globally in the rest of 2026. This plays out badly for farmers in Iowa making a loss. But it’s an even greater tragedy for...
Stay Cash-Ready: Capital Shifts to Energy, Compute, Data
Thoughts? We discuss how geopolitical tensions and Trump's deadline are creating major market volatility. We break down what the average person misses: how to watch the dollar, yields, and capital flows to stay ahead of the smart money. We explore...
Falling TDEX Signals Market Complacency Amid Crash Bets
The tail risk index (TDEX) is a measure to understand the cost of protection against a possible crash as it shows the implied volatility of far OTM puts of SPX. Currently is heading lower giving us a confirmation of complacency...
Our FINRA Portal Enables 7% Success Fees for Reg CF
We own and operate a FINRA Funding Portal, which can legally charge success fees in Reg Cf raises (i.e. 7% of a $5m raise). This Funding Portal is a key element in helping us bring interactive investing shows mainstream.
Book Value Only Matters With Liquid Assets and Clear Liabilities
"Book value matters most when assets are liquid and liabilities are transparent." Most investors get book value wrong, and it can cost them. Book value really only matters when a company’s assets can be easily turned into cash and its liabilities are...
Leave Bookkeeping to Professionals, Grow Your Business
Before I restarted my accounting firm I used tell business owners they can do their own bookkeeping… I have to say I was wrong, you guys in fact cannot lol just let us professionals take that off your plate so you...
2026 Kicks Off with Bank‑Fintech Mergers and Massive IPO
"We saw a busy start to 2026 – Between banks acquiring fintechs, fintechs acquiring banks, merchant acquirer PayPay's $12.7 billion IPO, and prediction markets platforms acquiring over 273,908 new users each month." - @itssophievo for @twifintech https://t.co/aIs9zyJRvu
Discounted BDC Seeks Dilution, Vote Likely to Fail
A BDC can only issue shares below NAV if it has prior shareholder authorization. This shareholder approval for dilutive share issuance is required annually. In the current market environment, most BDCs with good corporate governance are aggressively buying back shares at...
Paramount to Grant 10-Year Warrants to PSKY B Shareholders
⚡️ Clearing Up the Paramount Equity Syndication for WBD Confusion ⚡️ $PSKY $WBD Concurrent with closing, Paramount will issue a 10-year warrant to all existing public PSKY Class B shareholders representing... https://t.co/xBIFsn2ogd
Institutions Flood Private Credit as Retail Walks Away
Investors can be prorated on the way in too. “COF V is Blackstone’s largest opportunistic credit fund raised to date, reflecting continued strong institutional demand for private credit." Institutional investors piling in to private credit as retail flees. https://t.co/gjHIJ7Kg2B
Morgan Stanley's Spot Bitcoin ETF Launches Tomorrow, Unlocks $7.4T
Morgan Stanley's spot Bitcoin ETF is expected to begin trading as early as tomorrow🔥 Why is this so important? - 16,000 financial advisors can now recommend Bitcoin - $7.4T in assets - The first spot Bitcoin ETF issued directly by a major U.S....
Trump Admin Stalls $5.9B Citgo Takeover over Risk
EXCLUSIVE: A $5.9 billion deal for control of #Venezuela’s Citgo by a group affiliated with hedge fund Elliott has gotten bogged down amid Trump administration concerns over the price and political risk. @jendlouhyhc @NicolleYapur @GaripPatricia https://t.co/hnSAqgLCpt
Investors May Miss Out If Private Credit Crisis Fails
Are investors at risk of being caught offsides if the private credit doomsday doesn't happen? @verrone_chris joins Dan & @GuyAdami on MRKT Call https://t.co/oSdxqJeUWx
Peirce: Tokenized Money Market Yields May Illuminate Stablecoins
Does Cmr. Peirce have an opinion on the stablecoin yield issue? "It's outside of our remit, but there's a lot of interesting stuff happening with tokenized money market funds, and those yields might shed some light on money market funds."...
Trump's Iran Threat Drives Treasury Volatility, Long Bonds Lag
Trump’s Iran ultimatum is basically the only story for bond traders today. USTs have seen a volatile morning, swinging back and forth in reaction to the news and moves in crude oil prices. They are now recovering from the early...
Yahoo Launches $1.6B
Yahoo kicking off a $1.6B refi. S+550 at 98.5. Mid-to-high 9s. Apollo paid $5B for this in 2021. Existing debt matures in 2027. Let’s see how this goes
AI and Talent Shifts Redefine Finance’s Future
#FutureReadyLive: What Finance Leaders Are Seeing Now. Barry Payne talks with Neil Brown (@ControllersCncl) on AI value, talent shifts and what it all means for finance’s future. #CFO #Controllers #AI #FinanceTransformation https://t.co/IoNGqcpmSZ
6% Yield Trigger Could Force US Debt Restructuring
See my 10Y yield targets then read this quote by Jeff Gundlach: “Well, I think my base case is that the long-term interest rates on treasuries will move higher until such time as they get to a level that is difficult...