
Michael Thrasher
9.4K posts

Michael Thrasher
@Mike_Thrasher
Founder & Editor @ModusNewsletter, weekly independent journalism for family-office professionals. Prev @iimag. Send tips & quips: [email protected]
New York City Katılım Mayıs 2014
4.8K Takip Edilen3.2K Takipçiler
Michael Thrasher retweetledi

I have no skin in the game and don’t cover individual stocks, but this AllBirds story of a struggling consumer brand with a recognizable name using a public shell to access a hot thematic narrative … the business doesn’t matter, only the association does; in the ‘90s it was internet commerce; now it’s GPU infrastructure
GIF
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Michael Thrasher retweetledi

No words… or I just can’t think of them yet.
wsj.com/cmo-today/open…
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@chrismwagner @ModusNewsletter Happy to hear that!
And sorry for the slow reply. I’m rarely on here these days.
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Only in @ModusNewsletter: Family-office capital topping the entire hedge-fund industry, and rising FO interest in direct investing, are discussed as new phenomena. The Epstein files show those trends are a decade old.
modus.news/in-the-epstein…
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Michael Thrasher retweetledi

don’t want people to take the wrong lesson away from this saga. people should give interviews without the approval of their communications team (preferably to me…)
Brian Sozzi@BrianSozzi
Goldman Sachs to @YahooFinance on Mason Clarke interview in Interview: “Goldman Sachs communications team did not approve these interviews.”
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I kinda agree that "resistance is futile." A lot of good reporters are crap writers, and a lot of good writers are crap reporters. AI will help the former succeed and eliminate most of the latter.
Max Tani@maxwelltani
New: Tension at the Associated Press over use of AI. One of the AP newsroom leaders leading the company's AI initiatives told staff that many editors preferred an AI-written article to a human one, and told them when it comes to using AI in the newsroom "resistance is futile."
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@TheStalwart I'm your and Tracy's person and I'm going to apply. Just a heads up. I mean hello
notyourtypicalfinancebro.com/p/divination-a…
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Michael Thrasher retweetledi

Michael Thrasher retweetledi

A thing about people who complain all day about the big bad old media is that they love being in the big bad old media.
vanityfair.com/news/story/tru…

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@Mike_Thrasher @EjmEj @errollouis I’m not sure what I’m rooting for-
More billionaires usually means something good is happening in NYC
Vs
Capital flight = a nice meal for me
My incentives are at cross purposes-
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@frazerrice @EjmEj @errollouis Let’s do 123 billionaire NYC residents (that’s the latest Forbes tally and we’ll use that to determine the winner when they count again around April next year. I need 124 or more to win)?
Bryant Park Grill?
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@Mike_Thrasher @EjmEj @errollouis You’re on, but let’s further define.
Residents or just own something here?
NYC or NYS?
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@frazerrice @EjmEj @errollouis I’ll give you that!
Assuming we agree on the number on this article (123 billionaires) I’ll bet you a nice lunch or dinner that there are >123 in a year?
nytimes.com/2025/12/05/nyr…
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@Mike_Thrasher @EjmEj @errollouis Agree on millionaires - I think it will be a push on billionaires.
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Michael Thrasher retweetledi

Addepar’s Chief Client Officer Janeen France spoke with @ModusNewsletter about her new role, priorities for elevating the client experience and why high-quality data is essential for meaningful AI adoption.
Read more:
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Michael Thrasher retweetledi

ARE ESTATE TAXES A THING OF THE PAST?
WHY ARE WEALTHY FAMILIES MOVING THEIR ASSETS TO TENNESSEE?
cc: @CultishCreative @jennyrozelle @abnormalreturns @Mike_Thrasher @MrFamilyOffice @DavidLenok
On the latest @wealthactually - link below.
youtu.be/CiR8eoAG-iI

YouTube
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Michael Thrasher retweetledi

Grateful to @Mike_Thrasher for mentioning my essay “Venture Capital Has Lost the Plot” in this week’s @ModusNewsletter; one of the most thoughtful reads for allocators.
Worth a subscribe if you haven’t already:
modus.news/ubs-keeps-grow…
cc. @gen_partners
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@frazerrice @DeadCaitBounce I weave in and out of these things periodically. Happy to help if I can!
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@frazerrice @MrFamilyOffice @MJGestateplan I think there’s actually more of these folks than people realize (or at least there are more than I realized). I’ll message you!
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Who are the good “philanthropy advisers” out there?
(I’m naturally suspicious that it’s a soft topic where the ecosystem preys upon clients and their charities. If any one has good experiences with any, let me know!)
Cc: @MrFamilyOffice @Mike_Thrasher @MJGestateplan
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