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Daily News Updates

Important updates on what we’re following each day. 

My Favorite Tweet of the Day– Andrew Wilkinson on X

Our all time best investments, the 10-30 baggers, have always slapped us across the face and required no more than 5 minutes of analysis. If you have to scratch your head and squint to pull the trigger, it’s probably a bad investment.  Andrew Wilkinson.

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90 Deals In 90 Days

President Donald Trump’s administration wants to strike 90 trade deals in 90 days, but the challenges to quickly resolving the president’s trade war are already apparent. Yahoo Finance. Fascinating to watch this unfold.   If not so serious, it would be must see TV.

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Consumer Confidence Drops

The latest University of Michigan consumer sentiment surveyreleased Friday showed sentiment hit its lowest level since June 2022. The index slid to a reading of 50.8, below the 57 seen last month and the 53.8 expected by economists.  Yahoo Finance

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4 Notes This Afternoon

4 notes this afternoon. 1. The markets are still holding gains this afternoon. 2. It’s been an up and down week with record ups on Wednesday and a down day Thursday. If gains hold today it will be an up week in the market. 3. Long term bond yields are

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Long Term China vs USA

Is there a risk that as we have a $300 billion a year trade deficit with China that they use that tto overtake us from a military and intelligence perspective?  What are people’s thoughts on this. 

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Coming up…

Excited to interview Aniket Bhardwaj of Charles River Associates on mergers and acquisitions and cyber security issues and more next week on the Becker Private Equity and Business Podcast.

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Market Notes

On our very unofficial X poll, 48% of 1900 respondents said they would cut spending in reaction to market turmoil. Bloomberg reports it’s still unlikely the S&P 500 finishes up this year.

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Podcast Notes

Thrilled early this week to visit with Edward Marx on the Digitial Voices podcast. Great to talk women’s leadership and finance this week with Holly Buckley. Excited to be a guest on the Rural Health Care podcast today with Jeremiah J. Hodshire one of the great leaders of our time.

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Event Notes

Can’t wait to visit with Cliff A. Megerian, MD, FACS CEO of University Hospitals at the Becker’s Healthcare Annual Meeting at the end of April. Excited to hear the complicated Lance Armstrong keynote at the McGuireWoods LLP HealthCare Private Equity Conference May 14 and 15 at the Ritz Carlton in

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Webinar Notes

Great to feature Sales Empowerment Group and Sean Carson on the Becker Private Equity and Business Podcast Webinar yesterday. My next webinar where we talk business and growth and treat as an interactive discussion is May 7. Message me with your email and will get you signed up. Limited attendance

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My new favorite game

My new favorite game. 1. If I want to get a rise out of my liberal friends I put MAHA in a text. 2. If I want to get a rise out of my conservative friends I start the text with “This is what (pick one) Warren Sander or AOC

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12 Quick Notes Today

12 quick notes this am. 1. Great to feature Sales Empowerment Group and Sean Carson on the Becker Private Equity and Business Podcast Webinar yestersay. 2. Excited to hear the complicated Lance Armstrong keynote at the McGuireWoods LLP HealthCare Private Equity Conference May 14 and 15 at the Ritz Carlton

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