The Thrasio of insurance just launched... Insurance company Equal Parts launches with $10m acquisition capital finance.yahoo.com/news/insurance…

Accurate

The S&P 500 in three charts, as of today. Perspective matters. "The world is ending !!! We are all fu#%#%d !!!"

In a world where software costs zero and content costs zero, distribution is the only moat Everything else is interchangeable. The person who owns the audience decides what wins. We're living in the age of infinite supply. AI can write your code. Generate your images. Create

Will be interesting to see how this impacts SMB deal flow... A cooling white-collar job market pushed some recent college grads toward the family business wsj.com/lifestyle/care… via The Wall Street Journal

QuickBooks Online prices have soared in the last 5 years: Simple Start is up 52%, Plus up 64%, and Advanced up a whopping 83%. Intuit says it’s all about new AI features, but it feels like SMBs are just being squeezed. I'll be looking for a replacement soon.

It really is this easy 🤦🏻‍♂️

What I Learned Last Week 6.20.2025, by The Business Inquirer open.substack.com/pub/thebusines…

Video of one of the conversations: Mossad has contacted the remaining IRGC commanders and threatened to kill them if they do not resign and absolve themselves of the Islamic Republic within 12 hours by releasing a video. WP

Truly incredible: The S&P 500 in Bitcoin terms is now DOWN -15% year-to-date. Since 2012, the S&P 500 in Bitcoin terms is down -99.98%. We are all witnessing history.

By 1998, you would have known the internet was the future. By middle of 2000, you would have lost 70% of your money investing in it Reminder that you can be bullish on something and still agree that it is currently overvalued. A lesson that is getting lost in AI startup land

This has been one of the best earnings seasons in years: ~63% of the S&P 500 companies have beat earnings expectations by at least 1 standard deviation, the highest percentage in 4 years. Excluding the post-pandemic recovery, this marks the best quarter in at least 25 years.

f we  get an AI-themed bubble that is catalyzed by a fiscal dominance playbook of expansive fiscal policy and loose monetary policy, the junkiest stocks should rally the hardest, as they did in 1999 and 2021.  Watch this chart for signs.

That QofE might get a lot more expensive