JPMorgan just raised recession odds to 60%!! My quick take on what happens next: 1. Layoffs come in waves, not all at once. First round in Q2 (10-15%), then again in Q4 (15-25% more) as companies realize the first cut wasn't deep enough. 2. VCs get quieter. LPs... See more

Recession looms. What should you do? Lots of generic advice past month. Ran an analysis on 23.2k subscription and SaaS companies, and here’s what I found. Things will mostly be fine, but two data points are pretty scary (especially in consumer and soon... See more

Oil down. Rates down. Truflation at lowest level in 4 years. Dollar down. Credit spreads stable. All in reference to the last few weeks btw. Note that every company that guided in late January/early February incorporated a strong dollar into their... See more