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
I'm providing a quick overview of my new metrics engine software on Tuesday. Save your seat here: https://t.co/8LmsFlZ8bu If you can't make it, a replay will go out. https://t.co/CDzvmA4cIP
Of note: Up 7 basis points so far today, the yield on the US 10-year government bond is currently trading above 4.40%. #economy #markets #bonds
If SpaceX raises $75 billion in its IPO, that would be more than all U.S. IPOs raised in 2023 and 2024 combined.
10-year yield was sub 4% at the start of the war. Now it's over 4.4%. Worst month for $TLT since December 2024 https://t.co/OmX97S6MQ1
the ai agents market grew from $8.29 billion in 2025 to $12.06 billion in 2026. that's 45.5% year over year. and finance operations is the number one entry point. 33% of enterprise leaders are piloting agentic ai in finance ops first, ahead...
From "Trying To Be Realistic" (03/09/26): "The Board approved a $400 million repurchase authorization in October 2025, which was completed in three months. The value of repurchase spend over this 90-day period was equal to the total over the previous...
There has been a lot of talk about the risks of private credit. On our latest @excessreturnpod, @larryswedroe joins us to break down what’s real, what’s misunderstood, and why the talk of a crisis may be overblown. https://t.co/2YaxfJoTXx https://t.co/sJIN95N8lD
How do you hedge exposure to the volatility of energy prices? Sean Murray of @fuseenergy responds https://t.co/meE1SvxnF0
If you’re using Stripe or Square, this is a CFO conversation. You make a $100 sale. $97 hits your bank. What’s hitting your P&L as revenue? If it’s $97, your reporting is off. Revenue is recorded gross. Fees are recorded separately as an expense. That $3 is...
Back in the day, on average, you could get 6-6.5% on 5-7yr Treasurys @soberlook https://t.co/EGLX7QmA3x https://t.co/rb6v4PeHGs
Death spiral imminent for $MARA. They've never once had a positive cash flowing year in all of their existence, their mining is pillaging funds and now they're finally selling BTC holdings. They sold their $1.1B of BTC for ~65k. Anyone...
So far, HY credit spreads haven't widened anyway near as much as they should - given sustained oil prices & its large swings, not to mention supported high VIX & mechanical selling. Wait and see mode only lasts so long... Geopolitical shocks...
According to Ray Dalio, the easiest way to adjust for risk is to seek uncorrelated returns. Ray's made billions from a simple idea. Here's how to do it in a few lines of Python code:
Inflows into Bitcoin ETFs have started to recover after the February outflows, according to CryptoQuant. https://t.co/08lNwqFoPT
Macro: convertible issuance funds growth but signals investor caution. Key: Liberty upsized $475M 0% convertibles due 2032, $37.44 conv (~30% premium). Risks: dilution, unsecured notes, redemption triggers. Trading insight: avoid new longs pre-conversion. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
A thread on some work in progress, on China's US bond portfolio As the chart below shows, China's cumulative current account surplus has increased by $3 trillion since the end of 2019 -- and inflows into the US in the US...
Something I wish more people knew before working with a bookkeeper — when I connect to your bank account, I get view-only access. That means I can see statements and activity but I genuinely cannot transfer money, pay anyone, or...
Aswath Damodaran on how the focus of a business changes depending on the company's lifecycle Companies that don't act their age will destroy value
With stablecoins, the banks aren't worried about deposit flight. They're worried about profit flight. These numbers are embarrassing. https://t.co/JZICGB5MWv
This is a really great divergent policy thought we should keep on our radar. If it comes to fruition, we could see a collapse in treasury yields. Fantastic work from @ericwallerstein ! “The solution: the Fed should expand FIMA access to sovereign wealth...
Once Cliff coined (or amplified?) the phrase "Volatility Laundering," everything else became only a matter of time...
New filing for the Cryptex Digital Market Cap ETF (which has chosen the ticker $BAGZ) structured using Cayman subsidiary and looking to hold 30-ish cryptos directly (which would blow away the curr baskets on mkt) if I'm reading it correctly...
Big banks hack their risk weighted assets by treating loans to private credit funds as securities, reducing the weighting from 100% to as low as 20%. Proposed capital rules look to further decrease this to 15%, encouraging more of this...
🚨 FOODPRENEURS 🚨 Most food businesses don’t fail because of bad food… They fail because they don’t understand their numbers. If you’re starting or running a food business and unsure about pricing, taxes, or structure… this is for YOU. I’m opening 5 spots for...
The private credit boom needed ratings. The big agencies were slow. Egan-Jones filled the gap. 20 analysts. Thousands of ratings. Insurers relied on them. Only now is the SEC is asking questions. 🤔
TLT lost $1.2B. HYG lost $623M. 10Y at 4.38% and rising. In a war. Who buys the bond dip? Foreign CBs may be selling to defend currencies vs DXY near 100. Pension funds face oil inflation that muddies the real yield math. Rate-cut traders...
If you ever wonder how serious we are about data... Here is $UNP's company-specific KPIs We do them all manually if you're wondering to ensure quality. https://t.co/12H6QL8b1v
In light of the AI disruption risk, more tech companies should shift their capital allocation priorities towards dividends. Agree or disagree?
This book has a few too many TLAs (three letter acronyms) but it also contains valuable street wisdom in thinking about selling your company. Read it now, years before you want to sell, and save yourself time and heartache. Magic...
BOOM: Invesco to Acquire Superstate's USTB Tokenized MMF Management One of first acquisitions of a crypto-native fund by TradFi asset manager. TradFi now majority of top 10 tokenized MMFs $2.2T asset manager Invesco acquiring management of $USTB ($950M AUM, 5th largest tokenized...
Slice Stock portfolio holding up well given current conditions. 🔥 Winners: +6% and +7% One flat, one at -2% This week’s focus: RISK MANAGEMENT in uncertain conditions Join below to see what we’re holding + how we’re managing it 👇 https://t.co/1Now7uJkND
Morgan Stanley Bitcoin ETF $MSBT got an official listing announcement from NYSE, that typically means launch imminent.. https://t.co/SDDVyAGfpJ
I get why companies do it, but ... me no like incenting executives on stock price / market cap as opposed to operating metrics like revenue and profit. They can miss their target and multiples expand enough the bonus stil pays....
Usage-based pricing is the future of SaaS. It's also a sales tax compliance nightmare nobody warns you about. Here's the problem: Traditional subscriptions are simple for tax. Customer pays $99/month. Same price, same tax, same jurisdiction. Every month. Usage-based pricing? Complete opposite. Every transaction is...
$1.7tril asset manager Franklin Templeton partnering w/ Ondo to offer tokens backed by Franklin ETFs… “You can think of this as a new distribution channel." Think arrangements like this will actually help accelerate full securities tokenization. via @isabelletanlee @sidcoins https://t.co/77juyqvqBj
UST 5y auction will be interesting after a nasty 2y yesterday. Some news cross-currents may have affected clean bidding for 2s which should be a factor for 5s today as well. Also more of a concession would be...
Long yields broke out last week and finished the week at 4.39%. As I have written many times, nothing good happens above 4.5% when the risk-free rate is competitive with risky assets, as is now the case. https://t.co/mq0q2S2nBU
Market is ignoring the looming governance catalyst. Super-voting shares are being phased out as two activists build meaningful stakes, one owning a highly complementary peer. With shares at multi-year lows and the biz stabilizing, the path to a buyout is increasingly likely....
ETF are increasingly dominating the market. They now account for 37% of total trading volume in the US-higher than in 2019-2020. The idea here is not just that more money is flowing through ETFs. The deeper point is that market participants are...
Stop the 'Integration Trap' 🛑 Bolting apps onto #QuickBooks kills efficiency. With #SAPBusinessOne, your sales, inventory, and shipping live in ONE place. $SAP Interested? Let's chat. Connect and let's talk how I can help you solve your problems. https://t.co/uAVdLLnco2
Today's M&A notes $BLX.to to be acquired by Brookfield / La Caisse for $37.25 cash per share, 31.8% premium, $9.0 billion $TERN to be acquired by MRK for $53.00 cash per share, 6.0% premium, $5.7 billion $JHG / Trian bumped bid by 6.1%...
I asked $TERN CEO Amy Burroughs right after the #ASH25 data was out how she felt about M&A. Congrats to her and her team. https://t.co/2HemPoiqWO
Robinhood Stock Rises After $1.5 Billion Buyback as Shares Stay Under Pressure Question: if stock tripled in 2025 then dropped 39% in 2026, is $1.5B buyback buying the dip or catching a falling knife? Robinhood's crypto reliance = structural vulnerability when...
The $TERN / $MRK deal announced this morning provides a good case study on how Accelerate's AI agents quickly analyze a merger arbitrage investment opportunity: - Equity research agent: Paste target ticker. Agent generates an initiating coverage report on the target. -...
GS on Flows via BBG: - Pension funds to buy $14 billion in equities for month/quarter-end rebalancing. - Ranks 75th percentile over the past three years in absolute dollar terms, and 97th percentile on a net basis. https://t.co/PkjmgbNxLG
$ENLV numbers are out. $25 EPS, $1.23B net income profit. The @Enlivex treasury strategy is showing up in the financials for the first time. Worth watching how this moves.
Deep-dive into PMX’s Proxy War 1. The Setup: Victor Chin joins NexG help diversify company that secures billions in govt contracts. 2. The Attack: Oct 2025, "Corporate Mafia" group raids NexG to hijack control. 3. The Tactic: "AMLA Code of Takeover" to freeze...
It's amazing that 25 years after Gleevec we are still watching drug companies pay billions for new drugs for CML. And that, in Adam's previous story, a once deadly cancer was referred to as a chronic disease. Anyway, $MRK buys $TERN...
Food delivery to be more expensive Swiggy hiked platform fee by around 18% once again Current platform fees: ₹14.99 New platform fees: ₹17.58 Recently both Zomato and Swiggy hiked their fees Now Swiggy once again Food delivery apps are shifting from Growth mode to Profit mode now..
Agentic AI is starting to change something fundamental in financial services: who actually drives profit and loss. We are moving beyond models that inform decisions. AI agents are beginning to price risk, approve loans, detect fraud, handle claims, and manage...
