Michael Borecki

Data analyst: I do trivia sometimes (Bowdoin quiz bowl, PACE, IAC). Former Jeopar-Teen

[Central @WestHam_Central]

RT IF YOU SUPPORT A LONDON CLUB AND HAVE WON A EUROPEAN TROPHY

[Michael Borecki @Michael_Borecki]

@j_gaaserud It sounds like most of the jury didn’t want a new era winner let alone someone from an unaired season; played a great game but hasn’t been given the edit. Game is tough on strategic players who can’t win immunity

[Michael Borecki @Michael_Borecki]

@AnxiousCapital @TechFundies By number of metrics or number of tickers? We have 2090 of 11868 tickers tagged/available and are expanding - data launch was recent. If you are having trouble finding KPIs or financials for tagged tickers please DM, email etc

[Michael Borecki @Michael_Borecki]

@wayner99 @TheStalwart Not true anymore. You can get access to this data for $20/month at Carbon Arc!

[Michael Borecki @Michael_Borecki]

@j_gaaserud @mattyglesias Obvious and also difficult to replicate!

[Michael Borecki @Michael_Borecki]

@Bobbery66675174 @j_gaaserud @mattyglesias Mills is 10 years older, she did run just wasn’t going to win because of her age/lack of campaigning

[Michael Borecki @Michael_Borecki]

Making my first-ever prediction markets bet, with the support of Carbon Arc data. Backtest of SMB payrolls puts +60k 1 standard deviation below the mean. Small wallet for now, more bets to come.
Not investment advice; opinions are my own, not my employer's.

[Carbon Arc @CarbonArcAI]

🚨 It's Jobs Week! Carbon Arc’s March Payroll Signal is showing the SMB jobs market rebounded sharply in March after a weak Feb print.

When looking at Y/Y trend for March we see modest growth. Read more below 👇

[Michael Borecki @Michael_Borecki]

Embarrassing. I’m out

[Tottenham Hotspur @SpursOfficial]

We are pleased to announce the appointment of Roberto De Zerbi as our new Men’s Head Coach on a long-term contract, subject to work permit.

🔗 https://t.co/DtXe0YJSlr

[Carbon Arc @CarbonArcAI]

Ahead of $NKE (Nike) earnings on 3/31. See how Carbon Arc Lenses, an AI powered research interface on top of our full external data catalog, models Nike's last quarter and surfaces what to listen for during the call.

Watch the video to see how quickly it is to get an earnings read. Request the full report below.

[Ethan Kho @ethanrkho]

Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street.

Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc @CarbonArcAI)

"Alpha rewards those who value assets in a cold way. You want to get it right — not be right."

We cover:
- How alpha creation differs across multi-manager vs. concentrated shops
- The 3 vectors every middle office function must move to justify its existence
- Why he worked 6-hour Sundays from 2006-2020 — and the math behind it
- The TSMC call that signaled semiconductor cancellations before anyone else knew
- What the quant revolution on Wall Street tells us about the AI economy today
- His framework: 4 market structures, 9 business models, & why they have rules
- The MIT beer game & why every business problem is really an inventory problem
- His hot take: a top hedge fund launches an enterprise AI lab in 2026

Highlights:
00:00 Intro
04:47 Tutor vs Glenview vs Point72: how edge differs
12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing
18:44 Building research edge: outwork, read, fieldwork
27:16 Personal moat in 2026: analogs, history, decision trees
40:08 “Main Street becomes Wall Street”: what that actually means
44:30 Carbon Arc thesis: “decimalization” of data market structure
46:43 Why the edge migrates to data plus domain context
51:00 How to win in commoditized research: sample size beats anecdotes
01:03:26 Factorizing everything: themes, market structure, business models
01:08:37 Pruning decision trees: signals, scale points, inventory dynamics
01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs
01:23:32 Final question: one habit to build career alpha

[Carbon Arc @CarbonArcAI]

𝗧𝗼𝗱𝗮𝘆 𝘄𝗲’𝗿𝗲 𝗹𝗮𝘂𝗻𝗰𝗵𝗶𝗻𝗴 𝗟𝗲𝗻𝘀𝗲𝘀.

For the past five years, we’ve been building Carbon Arc — the infrastructure that makes real-world transaction data accessible to institutions around the world. Today, on our anniversary, we’re expanding that foundation with a new product.

Lenses is an AI-powered research interface on top of our full external data catalog — consumer spend, foot traffic, app downloads, pharmacy claims, payroll, logistics, and more.

Pick a lens that fits how you work:

𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴? Build conviction before the Street catches up.
𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴? Track competitive share as it shifts.
𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴? Scope a vertical in minutes, not weeks.

No pipelines to build.
No queries to write.

Just ask a question and get structured answers — tables, charts, narrative context, and follow-up depth — all in one conversation.

See it in action in the video below ↓

𝗙𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲. 𝗢𝗻𝗲 𝗶𝗻𝘁𝗲𝗿𝗳𝗮𝗰𝗲.

To celebrate the launch, use code LAUNCH30 for 30 days free.

𝗗𝗼𝗻’𝘁 𝗯𝗲𝘁 𝗼𝗻 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀. 𝗖𝗿𝗲𝗮𝘁𝗲 𝘁𝗵𝗲𝗺.

[Michael Borecki @Michael_Borecki]

@wwtawwta_bruh Rumors said we didn’t have them. Newcastle didn’t when they went down

[Carbon Arc @CarbonArcAI]

🚨 It's Jobs Week! Carbon Arc’s New Payroll Signal is showing SMB Manufacturing flashing green.

Growing 1.3% M/M and +2.4% Y/Y, it's one of the clearest positive hiring signals we’ve seen in months.

[Carbon Arc @CarbonArcAI]

Bad Bunny's post-Super Bowl jump was exceptional, adding +22.8M listeners in the first 9 days, the largest early lift among recent solo performers. Still...

It might not be enough to knock Bruno Mars off the throne for Top Streaming Artist in February.

On Kalshi and Polymarket, you can bet on the most-listened-to artist each month.

Read on to see how Carbon Arc's music data helps turn streaming momentum into a tradable demand signal..read our report below and learn who might win in March 👀

[Carbon Arc @CarbonArcAI]

1/ @TikTokShopUSA rewrote US commerce in 2025: $14B+ in revenue, surpassing eBay and cementing it as the dominant discovery-to-purchase engine in social commerce.

Dive into our @carbonarcco Sector Spotlight on TikTok Shop that unpacks the winners and playbook. Thread 👇

[🍍 @PineappleSpurs]

Nuno Espirito Santo has won the same number of PL matches at the Tottenham Hotspur Stadium in the last 9 months as Spurs have (2)

[Rodger Sherman @rodger]

I haven’t seen Alabama come out flat like this since THE LAST GAME THEY PLAYED WHICH FOR SOME REASON THE COLLEGE FOOTBALL PLAYOFF COMMITTEE PRETENDED DID NOT HAPPEN

[Michael Borecki @Michael_Borecki]

@THFC_Snapskillz @TottenhamTierc @OptaJoe Lost to Pacos in ECL Qualifying in between, streets never forget

[Ray Dalio @RayDalio]

Now that the budget bill has passed Congress, we can see what the projections look like for deficits, government debt, and debt service expenses. In brief, the bill is expected to lead to spending of about $7 trillion a year with inflows of about $5 trillion a year, so the debt, which is now about 6x of the money taken in, 100 percent of GDP, and about $230,000 per American family, will rise over ten years to about 7.5x the money taken in, 130 percent of GDP, and $425,000 per family. That will increase interest and principal payments on the debt from about $10 trillion ($1 trillion in interest, $9 trillion in principal) to about $18 trillion (of which $2 trillion is interest payments), which will lead to either a big squeezing out (and cutting off) of spending and/or unimaginable tax increases, or a lot of printing and devaluing of money and pushing interest rates to unattractively low levels. This printing and devaluing is not good for those holding bonds as a storehold of wealth, and what’s bad for bonds and US credit markets is bad for everyone because the US Treasury market is the backbone of all capital markets, which are the backbones of our economic and social conditions. Unless this path is soon rectified to bring the budget deficit from roughly 7% of GDP to about 3% by making adjustments to spending, taxes, and interest rates, big, painful disruptions will likely occur.