Managing Editor @AndersenInst in Boston. Formerly Bloomberg

Boston, MA
Joined April 2024
The newest battleground for premium credit cards isn’t travel - it’s your health. Amex and Chase are now offering perks for wearables like @ouraring and @WHOOP, pulling affluent users deeper into both ecosystems. My latest👇 bloomberg.com/news/articles/…
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Join Fabio Natalucci, Ash Alankar, and Kenneth Rosen on Sept 24 as they break down geoeconomic realignment, AI disruption, energy markets, and rising debt burdens. Sept 24 | 2pm ET / 11am PT 1 CPE credit available Save your spot: online.andersen.com/13/2483/…
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NEW: Stan Druckenmiller to @wsj re his startling op-ed criticizing Scott Bessent: “At 73 I’m kind of proud of using" AI to help craft the piece. "I will use any tool available to get a message across....The only embarrassing thing is how many people reached out and told me how much better written this was than normal." wsj.com/tech/ai/druckenmille…
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NEW: The U.S. government owns stakes in Intel, MP Materials, U.S. Steel and more. People keep calling it TARP 2.0. Wrote about why that's the wrong comparison, and what's missing (an exit strategy) for @MarketWatch with Fabio Natalucci marketwatch.com/story/the-go…
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*SPACEX SETS IPO AT 555.6M SHARES *MUSK’S SPACEX SEEKS TO RAISE $75 BILLION IN BIGGEST IPO EVER $SPCX
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Cam Baker retweeted
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pending completion of SEC review, this gives us the option to pursue an initial public offering. Read more: anthropic.com/news/confident…
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Norwell-MA based Clean Harbors said founder and former CEO Alan McKim plans to retire. $CLH stock is up 5,597% since going public in 1987. Company is up 24.5% YTD
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Cam Baker retweeted
LOVE IS BLIND: BOSTON 🥂 Coming this Fall
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*PLANET FITNESS SINKS 42%, MOST ON RECORD, AFTER FORECAST CUT $PLNT
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The "New Year, New Me" rush wasn't enough for @PlanetFitness Shares of the budget-friendly gym chain are down 34% at the open after the company slashed its full year sales growth outlook on fewer new member sign-ups during the key New Year period $PLNT bloomberg.com/news/articles/…
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Apple shares quickly rise after its next quarter revenue forecast tops estimates. $AAPL *APPLE SEES 3Q REV +14% TO +17%, ESTIMATE +9.1%
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*ALPHABET SEES FY CAPEX $180B TO $190B, SAW $175B TO $185B, estimate $179.27B $GOOGL Alphabet raising their full year CapEx guidance even higher
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Allbirds climbs higher, +300% after being halted for volatility. The shoe company has soared this morning after announcing plans to become an AI compute infrastructure company $BIRD
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Great to join @timsteno and @carolmassar on Bloomberg Businessweek to talk about this!
The newest battleground for premium credit cards isn’t travel - it’s your health. Amex and Chase are now offering perks for wearables like @ouraring and @WHOOP, pulling affluent users deeper into both ecosystems. My latest👇 bloomberg.com/news/articles/…
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Cam Baker retweeted
LaGuardia precheck line at 5am EST 😭
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*KLARNA CARD REACHES 5M ACTIVE CUSTOMERS
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