price maxxing! what could possibly go wrong ? set your timer for the stories in the media showing that the AI figures out it can take more advantage of the disadvantaged. then someone will make an app exposing that

stumbled across this foto of the sculptures of a bull and bear outside the stock market in Frankfurt. it reminded me that in New York there is no bear. just a statue of a bull. it's a good metaphor for the difference in outlook on investing between the US and Europe.

more and more of my friends in NYC are hosting dinner parties ie curated groups but sometimes they do it at restaurants.

seb isn't wrong. we are going to see in real time a radical reprioritizing of how we write as humans seek to distinguish themselves from the machines

so many X posts have comments asking grok for more information that there should be a product feature that automatically turns on grok to just anticipate the gaps in posts and answer them with detailed inforamtion. Sort of like a community notes like feature but automated

How often should a CEO expect to get covered by the legacy media? For the median S&P 500 CEO, the answer is about 12 articles a month. That’s based on 87 days of tracking mentions in GDELT, a global news database. The median CEO appeared in 34 articles over that period. Annualized, that's 145 articles. That doesn’t mean an article appears every three days. It’s simply a measure of total coverage. (And while the data isn't comprehensive I think it's directional.) People don't get coverage every day. On an average day, 163 of the CEOs in S&P 500 appear in at least one article. The number ranged from 109 to 219. Tuesdays through Fridays typically saw 175 to 185; on weekends, it dropped to about 125 to 130. But the coverage is wildly uneven. There were about 2,770 CEO-matching articles on an average day. Elon Musk alone accounted for roughly 1,070 of them. Over the 87 days, Musk appeared in 92,865 articles. Mark Zuckerberg appeared in 22,289. Jensen Huang appeared in 15,407. Nine CEOs had no matches at all. These numbers include syndicated articles and repeated coverage, so they measure overall news volume rather than unique stories or independent editorial decisions. And this is a tiny slice of the broader news stream. On one full day in the dataset, GDELT carried 467,469 articles from 16,233 domains. In a separate 19-day sample of CEO coverage, the database included 1,983 different domains, including Yahoo Finance, Fortune, CNBC, Forbes, Business Insider, MarketWatch and Barron’s. GDELT stands for Global Database of Events, Language, and Tone. It was created by Kalev Leetaru, with contributions from political scientist Philip Schrodt and others and started in 2013. It monitors news in more than 100 languages, with data back to 1979. My agency, Principals Media, helps executives raise their visibility via social media. DM me if you want to learn more.

when i use AI to write it's amazing how different Claude and ChatGPT are and how much better for general tone ChatGPT is. Claude feels stiff

strangely hypnotic visualisation showing what we are doing rn from Riley Walz @rtwlz

David Einhorn was recently asked on a podcast what life and business lessons he learned from playing poker. He answerd: “Nothing. It’s a game.” Such a fantastic answer. The exchange happened on Break the Playbook, Morgan Stanley’s derivatives podcast, hosted by iliana bouzali. Einhorn, who runs Greenlight Capital, has talked a lot about the similarities between poker and investing. I love that he didn’t make up a big reason to play poker. I think there’s a lesson in that. Or maybe not.

your reminder that there is always a way to reinvent and improve your business ... sometimes it's the product and sometimes it's design or marketing

Floppy disk badges at the MuniTech 2026 conference in New York today brought back memories of the 1980s. The disks could store 1.44 megabytes of information (less than a normal digital photo today.) I used them at my first summer job at a law firm. The conference was organized by @Munichain and sponsored by @Tradeweb

Mints, Tide pens and lint rollers killer swag from tradeweb at the MuniTech 2026 conference organized by Munichain @Tradeweb @Munichain

9/11 shell memorial at the Jersey Shore

Which S&P 500 CEOs have the least visibility on LinkedIn and X? It depends on industry. I analyzed S&P 500 CEOs for a personal presence on LinkedIn or X and sorted by sector. ➡️Energy (45 percent). Nearly half of energy CEOs have no profile on either platform, including Darren Woods at ExxonMobil and Ryan Lance at ConocoPhillips. The rest of the list is producers and pipelines: EOG, Diamondback, Kinder Morgan, Oneok, Valero. ➡️Financials (42 percent). Brian Moynihan at Bank of America, Charlie Scharf at Wells Fargo and Ted Pick at Morgan Stanley are absent. So are the CEOs of every major exchange (ICE, CME, Nasdaq, Cboe) and most of the large insurers (Chubb, Progressive, Marsh McLennan, Aflac). ➡️Utilities (32 percent). One in three. ➡️Materials (31 percent). One in three. ➡️Communication Services (29 percent). ➡️Consumer Staples (26 percent). Coca-Cola and Costco are on the list. ➡️Real Estate (23 percent). My agency Principals Media helps executives raise their visibility online. DM me if you want to learn more.

it seems like the world is being turned upside down with AI. then you look in the medicine cabinet at your mom's and there are these forever brands. Band-Aid, Vaseline and Bactine. i love everything about the consistency of the products and iconic packaging.

tech loves to hate on legacy media but today's an example of how influential it remains. if your on X, Jacob Coxon resigned from Anthropic six days ago, arguing frontier labs might destroy the world. if you are most people, you learned about that resignation today when it ran in the nytimes. the top 7 stories in the nyt app they were all about AI. today was the day the broad population caught up with the "AI is going to end the world" narrative.

How many S&P 500 CEOs actually use their LinkedIn profile? Fewer than have one. I analyzed S&P 500 CEOs for a personal LinkedIn profile, then checked whether the profile had been filled in. Here is what turned up. ➡️On LinkedIn (73 percent). Nearly three in four have a personal profile. ➡️Of the CEOs with a profile, roughly seven in ten have filled in the About or biographical section. The other 29 percent left it blank. ➡️The median CEO with a profile has about 12,000 followers. One third of CEOs with a LinkedIn page have fewer than 5,000 followers. ➡️Larger companies are more likely to fill in biographical information. Among CEOs in the top quarter by market cap, 82 percent wrote an About section. ➡️Real estate fills it in least (33 percent). Two in three real estate CEOs with a profile left the About section blank. My agency Principals Media helps executives raise their visibility online. DM me if you want to learn more.

The View from the Office. I met up with Phil Rosen, co-founder of the Opening Bell Daily newsletter and host of the show, Full Signal, at Felix Roasting Co. just off Park Avenue and 49th. Felix Roasting is probably the best place for a casual business meeting in midtown east. It has a spectacular, slightly elevated terrace with red cushioned chairs. We were surrounded by i-bankers and PE bros doing deals. I met Phil a few years ago when he was still a reporter at Business Insider. We connected online and that led to a coffee conversation in which he floated the idea of leaving BI to start a new financial newsletter. That effort – co-founded with Anthony Pompliano – has led to additional initiatives including running ProCap Insights research and the show Full Signal, which recently taped its 100th episode. This coming week Phil will be taping one of the shows live at Future Proof in Huntington Beach. Full Signal episodes typically run 40 minutes. The guests range from chief investment strategists at major Wall Street firms to leading portfolio managers The audience is mostly sophisticated retail investors. Phil said half of the viewers are under 44. The metric that struck me the most was that more than one in three viewers watch on a television screen via YouTube. It explains why Phil doesn’t call Full Signal a podcast. The big picture trend is that podcasts which were once audio only are now video interviews that are becoming programming consumed on traditional TV.