Dec 11, 2025

Email 1 Summary:

Andrew Lokenauth and Joseph Politano have posted new notes focusing on various financial and career topics, including:

– Retirement age and life expectancy concerns.

– Recent sluggish US labor market data and hiring slowdown.

– Career advice emphasizing that companies are businesses, not families, and employees owe only their paid work.

Further details and notes are accessible via the Substack app.

Email 2 Summary:

Asian Business Review reports on:

– Top Malaysian businesses receiving honors for leadership and innovation.

– The intracardiac echocardiography device market expected to hit $621.3 million by 2034.

– Global geothermal investments growing at 20% annually until 2030.

Additional content covers:

– Renewable energy developments in Asia.

– Trust in generative AI surpassing machine learning in insurance.

– Challenges in legacy business succession planning.

– Upcoming management and technology excellence awards in Malaysia.

Email 3 Summary:

MarketWatch Need to Know reports on the industrial stocks’ performance in 2025:

– The industrial sector is the third-best performing sector after information technology and communication services.

– Specific stocks like GE Vernova surged 92%, benefiting from AI data centers’ energy needs.

– Data-center-related industrial stocks show growth, while consumer-related industrial stocks are underperforming.

– Analyst Nigel Coe from Wolfe Research advises caution and selective stock picking based on sales growth and earnings momentum.

– Federal Reserve’s upcoming rate cut and its impact on markets noted.

Email 4 Summary:

The SaaS CFO newsletter highlights:

– Preparing and strengthening SaaS and AI accounting foundations for 2026.

– Upcoming coaching call with tech attorney Omeed Tabiei for founders considering exit or fundraising.

– 7th Annual Tech Stack Survey closing soon; participation encouraged.

– Sponsored content on AI-powered financial intelligence via Sage Intacct.

– Resources for improving Excel skills and SaaS financial metrics education.

– Announcements of upcoming webinars and events related to SaaS legal readiness and financial forecasting.

Email 5 Summary:

Axios Pro Rata covers:

– Private equity’s entry into college sports through the University of Utah’s new for-profit athletic management partnership.

– SpaceX’s planned 2026 IPO which could be the largest ever, surpassing Saudi Aramco’s record.

– Series of recent venture capital and private equity investments across energy, biotech, AI, and other sectors.

– Updates on private equity deals, acquisitions, and fundraising.

– Unilever’s plan to allocate €1.5 billion annually for mergers and acquisitions, focusing on U.S. markets.

Email 6 Summary:

Bloomberg Money Stuff discusses:

– The complex tender offer battle for Warner Bros. Discovery between Netflix and Paramount, highlighting regulatory approvals and shareholder voting timelines.

– Use of AI and machine learning in investment banking, especially for pricing and deal analytics in bonds and M&A.

– The trend of large private companies like SpaceX preparing for massive IPOs that will alter public market dynamics.

– Behavioral finance insights linking late-night TV binge-watching to stock market returns.

– Broader market and industry news including major deals, regulatory updates, and technology advances impacting finance and investment sectors.

Stay Well!