Capital Markets Reshape Translational Therapeutics Landscape
The Catalyst Machine | Ep. 931 How Capital Markets Quietly Rewired Translational Therapeutics https://t.co/lWNRxW0wuQ https://t.co/l14X2JfrLX
Alphabet Q4: Search Rebounds 17%, Cloud Drives 48% Revenue
Alphabet Q4 2025: Search reaccelerated to 17%. Cloud hit 48% at 30% margins. Full breakdown live for SCIS members: https://steadycompounding.com/investing/alphabet-q4-2025/
Biotech IPOs Deliver Median -15% Return, Outperforming Losses
Humbling 30 year Biotech stats shared by @verdadcap in a recent report: Just over 1,000 biotechs hit $200M mkt cap at some point. Of those, 67% have lost value (had cumulative negative returns), vs 48% for all other US companies....
Coinbase Q4 Revenue Hits $1.8B, Stablecoins Lead
Coinbase just published Q4 earnings. $1.8B in Q4 revenue. $1.35B in annual stablecoin revenue alone. 12 product lines over $100M. Full interview with @Coinbase CFO Alesia Haas dropping in tomorrow's @twifintech. https://t.co/8YNkyflnTw
SEC Calls for Congressional Law to Strengthen Authority
NEW FROM THE SEC: “We need a good law coming out of Congress that would undergird our efforts. The SEC has pretty broad authority to interpret and have exemptions under various securities laws. That has been the missing link here.” https://t.co/Fye5ETsEk2
Trump’s Policies Projected to Add $1.4 Trillion Deficit
Congress’ fiscal watchdog, the CBO, has just indicated that Trump’s fiscal policies will add $1.4 tn to the US deficit over the next decade. US GOVERNMENT SPENDING IS OUT OF CONTROL. https://t.co/BZNx1n4jtt
NN Group Boosts 2025 Dividend by 13%
Ka-Boom💥💥 Dutch insurer NN group hikes the total 2025 dividend by 13% 🎉 Discl: long $NN.AS ChartPorn
U.S. Interest Costs Set to Double by 2036
By 2036, the U.S. will spend $2.14 TRILLION a year on interest payments, versus just $1 trillion today. U.S. taxpayers are being taken to the cleaners. They’re paying for yesterday’s government largesse and receiving nothing for it. https://t.co/xMUu3S9H8I
Coinbase CEO Cashes $550M as Stock Plummets 68%
🚨INSIGHT Coinbase CEO Brian Armstrong sold over 1. 5 million $COIN shares between April 2025 and January 2026 Armstrong netted $550 million from the sales $COIN is currently down 68% from its ATH https://t.co/Zo6H4SdkNg
Aave Labs Redirects All Product Revenue to DAO
Since ETHLend in 2017, our mission has been to bring DeFi to the masses, powered by the Aave protocol and an application layer that now provides access to a $50B+ liquidity network. Today, we’re proposing a new framework where Aave Labs...
Europe Needs a True Safe Asset for Financial Sovereignty
Europe’s best bet for financial sovereignty is a true safe asset https://t.co/RSxLjLtB5u "A European safe asset would complete the long-overdue EU financial architecture: a savings and investment union... and a credible euro-denominated stablecoin market." https://t.co/LgAAIH6tb6
Personal Guarantees Threaten Your Assets—Test Before Signing
One of the most terrifying moments for @billda happened in a deal we did together. He was sitting in his car in a parking lot, hands shaking, staring at a letter. Our main supplier—80% of the SKUs—was terminating us. And he was...
Saylor Threatens Refinancing if Bitcoin Drops to $8K
Is Michael Saylor nervous about Bitcoin's volatility? He says MicroStrategy will refinance if Bitcoin falls to $8,000, but can they really roll it forward? #Bitcoin #MicroStrategy #IvanClips https://t.co/0I9WPB3mcB
Risk‑off Sentiment Set to Dis
Risk off upending most auction setups as US Treasury gets ready to dump some serious duration into a strong rally across the curve with belly leading. https://t.co/vNjhvRIzxH
Bitcoin Set to Power Next Wave of Mortgages
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...
Tiger Cub Founder Built $6B, 15% Returns, Then Quit
This Tiger Cub hedge fund founder built a $6B hedge fund, delivered 15%+ returns for over 20 years, and then walked away.
Venture Splits: Platform Funds vs Early‑Stage Specialists
“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...
EU Parliament Backs Digital Euro to Curb US Payment Dominance
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 Electronics IPO Plummets: Profit Falls 61%
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...
Insiders Buy Jollibee Shares After Spin‑off Plan
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
Insider Information Essential for Functional Prediction Markets
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...
NFP Beat Trims Fed Rate Cut Expectations by 8‑12bps
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:...
Forecasting Trends, NAV Squeeze Mechanics, Active ETF Surge
🆓 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
AI‑Powered Wealth Management Meets Human Expertise
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
Add Three Essential Tabs to Prevent Model Errors
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,...
Orbex Bankruptcy Highlights UK Launch Policy Uncertainty
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
Funds Fail Early Without Real Business Foundations
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 Blends SaaS Metrics with Deal Structuring
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 Peaks at $18.8T, Delinquencies Surge
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
Only 2% of Banks Claim No AI Usage
Supposedly only 2% of financial institutions now report no use of artificial intelligence 🤔 https://t.co/fJGLehjCf2
Stop Chasing ROAS; Prioritize Profit‑driven Metrics
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...
January Jobs Spark Rate‑cut Doubts Despite Solid Hires
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...
Global Payout Growth Outpaces US, Driving Valuations
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...
Shareholder Rejects Netflix Deal, Backs Paramount Bid
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
SaaS Must Evolve Into AI‑Powered Revenue Workflow Platforms
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...
Strong NFP Spurs Fed Pause, Dollar Gains, Market Pullback
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...
US Adds 130k Jobs, Unemployment Slips to 4.3%
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 Jobs Surge 130K, Beating Forecasts, Unemployment Dips
January Non-Farm Payrolls print at 130K vs expected 66K - previously 48K Unemployment holds ticks lower to 4.3% #NFP
Business Professionals Need Data Analysis Skills, Not Analyst Titles
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.
Promoters May Offload Up to 3% of Netweb Technologies
#BlockDeal | Sources say that promoters likely to sell up to 3% stake in #NetwebTechnologies via block deals
Banks Poured $429B Into Steel; Capital Isn’t the Hurdle
"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
Pop Mart Rallies 50% with Minimal Short Covering
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
Jobs Report Day Shows Record Forecast Divergence
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,...
Toyota‑Elliott Dispute over Toyota Industries Deal Lacks Key Financials
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 Cools, Producer Prices Keep Falling
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 Gains Ground in Indian Deal Market
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 Outlook: Expectation Management Raises 23K vs 15K
#NFP tomorrow. After yesterday's verbal managing of expectations from Hassett and Miran. Will NFP hit 23K ? 15K ?
MicroStrategy’s Bitcoin Bet Costs More Than Gold
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...
Unlock Tax‑Free Wealth: Use a Stocks & Shares ISA
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...
Historical Base Rates Reveal AI Growth Realities
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...