Check your META unique link clicks compared to landing page views. Currently seeing a shocking 40% drop off, when we typically run 6-13% historically. 🚨🚨🚨

Costco E-commerce sales surged 20.9% in the last quarter per company earnings call. Due with that information as you will.

When customers play themselves:

Hey guys, I don’t think CPMs are ever going back down…

At a quick glance I thought this was a Kirkland Signature product. Kind of have to give them props.

Hey guys, I think I’m tired from like my 7th 'once-in-a-hundred-years' event in just the last five years…

For the last time: the tariff is on the COST OF GOODS, not retail price. A 54% tariff equals a 23% gross margin hit. Not ideal, but it’s far from 1 to 1.

Whoa whoa, someone tell Dunkaroos there’s a new sheriff in town.

Reality check: the market could open 5% down tomorrow and we’d only be back to February 2024 levels (SPY $490). For reference: October 2022: SPY $356 March 2020: SPY $230 This is an absolute nothing burger. #buythedip

Google just reported Q1 earnings. Two standout stats: Search traffic growth up 10%. GPT threats look overhyped. YouTube ad revenue up 10%. Ad dollars continue to shift from META. Both gains follow double-digit growth in Q4.

SPY + 12% in less than a month. That’s 3x a 1 year T-bill return in just 30 days. I sure hope you did buy that dip!

Buffett: "Life today is better in almost every way. You’ve got to figure that you started at a pretty lucky spot just by being born when you were. Imagine staying in some cosmic waiting room for hundreds of thousands of years and then getting dropped into the present — not bad

Do we have an ecom term or phrase for customers who sign up for subscription savings only to immediately cancel after delivery? The gall!

I really wasn’t sure ChatGPT was going to make a real dent on the world or jobs across many industries until I met o3. Good lord o3 is an absolute beast. Complete game changer. I can see o3 taking single person companies to 9 figures without a doubt.