Ryan Randall

Student of finance, innovation and sport. CFO+Partner with @sectionpartners

[WVU Baseball @WVUBaseball]

To whom it may concern:

[Daniel @growing_daniel]

It's genuinely amazing that our one party state has an un-auditable post election process that takes weeks where they tell us vote numbers that are oddly convenient for them and we just accept it

[John Arnold @johnarnold]

Texas celebrates every time CA raises taxes
'17 Toyota: LA -> Dallas
'19 McKesson: SF -> Dallas
'20 Oracle: SF -> Austin
'20 CBRE: LA -> Dallas
'21 Schwab: SF -> Austin
'21 Tesla: SF -> Austin
'22 HPE: San Jose -> Houston
'24 Chevron: SF -> Houston
'26 Public Storage: LA > Dallas

[Ross Dellenger @RossDellenger]

Nick Saban: "I think it is in the best interest of student-athletes to have regional conferences."

[Kevin Gordon @KevRGordon]

Philly Semiconductor Index most stretched vs. its 200d moving average since March 2000

[Kevin Gordon @KevRGordon]

Year-to-date:

S&P 500 Energy +27.95%
S&P 500 Tech +27.76%

[Florian Ederer @florianederer]

I believe we now have evidence of FIFA's World Cup ticketing shell game: FIFA is colluding with third-party resale platforms for its own supply management.

Look at this SeatGeek map (secondary market!) for Saudi Arabia vs Cape Verde. The circled areas are not random single resale tickets, but large, contiguous blocks of seats: entire rows and swaths in sections 101/102, 112/113, 119/120, 134–137, 139, ...

The blue circles appeared weeks ago, then the purple blocks suddenly showed up a day or two ago, and the red blocks seem to have appeared recently too.

That's not what ordinary fan or even commercial scalper resale looks like who resell pairs, fours, and scattered seats. Instead, this looks like inventory being dumped in bulk onto secondary markets, at prices below FIFA's official site.

Why doesn't FIFA just lower prices on its own site Probably because official price cuts could trigger refund demands, chargebacks, or consumer-protection headaches from fans who already bought at much higher prices.

Instead FIFA keeps official prices high, avoids openly admitting the market-clearing price is lower, and moves unsold inventory through third-party resale platforms instead.

[The Transcript @TheTranscript_]

Huge.

[NCAA Baseball @NCAABaseball]

The Super 1️⃣6️⃣ are secured. ⚾️🔒

📲 https://t.co/ZUEUkZyAP0
➡️ https://t.co/NdxRoTqbEk

#RoadToOmaha

[Ashley Zavala @ZavalaA]

California sends out its annual notice that the state’s gas tax is going up another 2 cents.

The state’s gas tax will be 63.4 cents per gallon of regular starting July 1.

[Wall Street Journal Opinion @WSJopinion]

The University of California needs the SAT back. Even the overwhelmingly liberal Berkeley faculty are fed up with the admission of unprepared students, write Svetlana Jitomirskaya and Zvezdelina Stankova
https://t.co/gmDSXxBHTu

[ESPN @espn]

SING THAT SONG, WEST VIRGINIA!

What a moment in Morgantown. This is why we love college baseball ❤️

[The Transcript @TheTranscript_]

Alphabet: "The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company's available supply,"

[John Arnold @johnarnold]

Many tech firms responded with layoffs in 2026, some specifically citing AI coding. There is debate about how many jobs AI has actually displaced. Some companies were already overstaffed and their CEOs gained social cred within tech circles by claiming to be early adopter.
6/n

[John Arnold @johnarnold]

After many conversations over past year with friends, business associates & policymakers about the future of AI job disruption, I’ve tried to get my thoughts in order. With the caveat that I have no specific AI expertise, here they are. Comments and corrections encouraged.🧵
1/n

[Tom Blomfield @t_blom]

Imagine replacing 90% of your employees with a team of geniuses who have no idea how your company operates.

Total chaos. Nothing works.

That’s what AI feels like today.

The missing piece is extracting all the domain knowledge from people’s heads and providing that as structured context to the models.

[Beth Tafolla-Voetsch @BethVoetsch]

Honored to be included as a part of this year’s @SilverWaveMedia list and appreciative of the mentors, colleagues, and friends who continue to make this leadership & life journey so meaningful. Excited for what’s ahead!

[Ryan Randall @ryanjrand]

Chart 2 was interesting and certainly now consensus.

[Ryan Randall @ryanjrand]

Two great charts from @SarnaCapital in today's "Off the Charts" newsletter.

[Chart 1]
Another challenging dynamic has been the performance of the momentum factor. The stocks that are going up simply continue to go up even more. (Mike Zaccardi)

[Chart 2]
Semiconductors have suddenly become the largest industry group in the S&P 500. (Bloomberg)