@mattyglesias Private Equity is a huge segment of investment relative to IPO’s where founders/owners get liquidity, buyouts, and upside opportunity if founders let some of their gains ride to the next transaction. Look at the rise in PE buyouts as interest rates moderate.
@mattyglesias Great Smoky Mountains National Park — make it a day trip, climb up Chimney Top but you can’t climb to the pinnacle because of the fire about 8 years ago. I stood on the pinnacle in 2008.
@realDonaldTrump Looks like a growing demand for freedom in a country that longs to grow the tax base and supply labor to the market. Nothing to see here.
@JustinWolfers Consumptions outpacing industrial production suggests a slowdown of orders for durable goods, which could signal an economic slowdown.
I don’t know about you but I am buying on this dip
@Noahpinion Oh, Taylor Swift no doubt. We look back on Joni in the ‘70’s and we love her. 40 years from now we will back at Taylor Swift before Era tour and will see the same quality of work.
As an aside I don’t get the Swiftie haters. Taylor is good.
@fintechjunkie Frank -- this is a great thread, I clipped 3 screencaps and am showing this to juniors. It reminds me of what my first COF mentor told me, "Bill, every BA knows, within 6 weeks of joining COF, exactly how we make money, and how we make investment decisions." Clarity --> Value
Our Network Design Optimization (NDO) product is generating knock-on benefits to greenhouse gas reduction that are phenomenal. This would not happen were it not for how the data are engineered, and that there is an ecosystem of data sharing and many comp…https://t.co/MEeg9b9Mkl
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Supply chain optimization continues to be a target-rich environment for ML / AI to drive value, this is a great…https://t.co/3Hkub8Ssfw
Supply chain leaders are quickly understanding the importance of blending financial data with supply chain planning data. The ROI on stitching those data together to drive supply chain optimization makes this a no-regret move. Please tune in to Matthew…https://t.co/09EiULD7wp