The markets point down this am as hopes for a quicker cease fire in the Mideast lessen. The mega private equity funds remain significantly down even though the public markets are on fire. Blackstone is down nearly 20% year to date. KKR is down nearly 16.5% year to date. Moderna

Microsoft and NVIDIA keep rising.  Microsoft now has a market cap of $3.56 trillion. NVIDIA opens today right below that at $3.53 trillion in market cap. Circle Internet went public recently and has skied more than 400% since its debut. Hims & Hers continues to outperform and is up 147%

A business and a performance book that we recommend. Zero to One by Peter Thiel and Organize Tomorrow Today from Dr. Jason Selk. P.S. Melissa Szabad is an incredible leader we have had the great privilege to work with throughout her professional career. She now serves as General Counsel at

Becker’s Healthcare‘s 13th Annual CEO + CFO Roundtable November 3 – 6, 2025 // Hilton Chicago. This is our limited size event that is the most desired event each year. Jessica Cole and Allison Warner and Haley Jones for more information.

Stellantis, Abercrombie & Fitch Co. and Trump Media & Technology Group remain among the top 52 week stock losers. Each down 50 to 60%.

Hospital Stocks Tanked Early Monday. Budget Bill Has Wall Street on Edge. Barrons. For example, Tenet Healthcare which remains up 24% YTD dropped nearly 6% yesterday. Also see https://lnkd.in/gxhzh_gR

Webinar — Lessons From A Career of Wins and Losses. This webinar is based on a second book in a series that we are working on. June 17th. The book is a labor of love. Message me to join no charge or  Register here.

Intel jumps nearly 8% as its new CEO keeps focusing the company back to chip dominance or at least serious improvement. https://lnkd.in/g2EJ2f5N There is a great lesson here for the company in really trying to understand it’s absolutely top priority. Gary Keller author of “The One Thing — The Surprisingly

Musk says he went too far in some Trump texts. I believe that the world’s most incredible inventor and thinker at scale of our generation is somewhat manic and is going to have days like that. I worked closely with a consultant back in the day who has that type

The IPO markets are reopening. Circle went public and has skyrocketed early on. The IPO markets opening is generally a good sign for the PE deal markets. See https://lnkd.in/gmdqbhRA.

The markets came close to reaching all-time highs yesterday as China US talks seemingly showed progress. The markets point down today on concerns that CPI is moving in the wrong directions, and the Fed will be holding its ground on rate cuts. For a great piece on the Federal Debt

“Trump, Tariffs, TACO, & Tesla with David Pivnick of McGuireWoods LLP Listen Here: https://lnkd.in/gChYp3r6 My most controversial tweet yesterday.  The new phrase TACO to describe the President is a concept used by pundits and political enemies to try and inspire the bull to do dumb things and to be derisive

Amazon is doubling down on testing robots to replace delivery workers. What a strange world we are moving towards.  https://lnkd.in/gjEj-K-P

Elon Musk has become a very outspoken critic of the Presidents tax bill and its impact on the national debt. We give Elon great credit for this. Debt destroys. Thank you Elon. Elon Musk on X, “I’m sorry, but I just can’t stand it anymore. This massive, outrageous, pork-filled Congressional

Tesla, after a good deal of recovery, has given back nearly 7% this week. It is down 17% year to date.  https://lnkd.in/g4dWtQXF