Zack Mukewa

Most companies have a narrative. Very few have an equity story. Narrative tells the market what you are. An equity story shows it how to model what you do. When investors cannot model your claim, they discount the uncertainty. That discount lives in your cost of capital, your spread, and your ability to raise money when conditions tighten. Capital Markets and Strategic Advisory. zackmukewa.com/book​​​​​​​​​​​​​​​​ #CapitalMarkets #InvestorRelations #StrategicAdvisory

This photo is ageing better by the day 🤝

The first F1 driver to convert his first three poles into wins. Kimi Antonelli 🙇

LeBron James being the GOAT, and also being the greatest Meme factory. 😁

LAKERS ADVANCE TO WEST SEMIS 👏 🏀 27 PTS from Kennard in Game 1 🏀 LeBron, Smart, Kennard all score 20+ PTS in Game 2 🏀 LeBron's clutch steal & game-tying 3 extends game, Lakers win Game 3 in OT 🏀 LeBron's 28 PTS leads the way in Game 6 Los Angeles will face OKC in Round 2!

The Second Order Effects is out for preorder. Available on Amazon, Barnes & Noble etc. Order here - a.co/d/0eqk9yNl Book overview The Second Order Effects explores a critical blind spot in modern decision-making: the tendency to focus on immediate outcomes while missing the deeper, delayed forces that ultimately shape the world. Across capital markets, geopolitics, public policy, and technology, Zack Mukewa demonstrates how the most consequential changes don’t arrive in headlines they unfold quietly over time, through what he calls “the lag.” Drawing on powerful real-world cases from the SWIFT exclusion of Russia to shifts in global finance and systemic policy failures the book reveals a consistent pattern. First-order effects are visible, widely analyzed, and often correctly anticipated. But second-order effects, which emerge later and through indirect pathways, are frequently overlooked despite being far more impactful. Mukewa introduces a clear and practical framework to help readers think beyond the immediate. By mapping the full system, identifying where delays exist, distinguishing structural shifts from temporary disruptions, and resisting the false sense of resolution, readers gain the tools to better anticipate what comes next. This is not a book about predicting the future with certainty. It is about improving the odds of seeing what others miss. For leaders, investors, and policymakers navigating an increasingly complex world, The Second Order Effects offers a sharper way to think, decide, and act before consequences fully arrive.

He for sure did lots of Cardio 😁

😂😂😂

Love New York.

Super humans exist. Sportsmen and women are just that. 🤯 🇰🇪

Might physically be in Manhattan—but this rally rave in Kisumu is quite infectious… at 9AM nonetheless!😁 #LindaMwananchi

BREAKING VIDEO: Kenya’s Sabastian Sawe becomes the first person ever to win a regular marathon in under two hours, setting a new world record at the London Marathon in 1:59:30! Kenyans invented running™

LeBron James.

Kenya’s president says his $39 billion plan to build new trains and highways will catapult his country into the first world within a generation. International investors aren’t so sure - Bloomberg | ...and they should not be! Just more looting for himself, and his cronies SMH #rutomustgo bloomberg.com/news/articles/…

The macro commentary on private credit is loud. The company-level guidance is missing. Here is what CFOs and IR teams should actually be doing right now.​​​​​​​​​​​​​​​​ zackmukewa.medium.com/private-credit…

CEOs when their company's stock is down 99%

…and Live, from Coachella, it’s Justin!🤭

Artemis II Moon mission complete! ✅✅✅✅✅✅ - Space Launch System rocket launched crew into space - Orion spacecraft kept astronauts safe - Flew around the Moon, observed its far side - New human spaceflight distance record - Crew safely returned to Earth - Inspired the WORLD

For VC-backed startups, the public markets are serving up a tough reality check. The Forge Data's Q1 2026 numbers uncover the stark performance divide between first-day IPO pops and the long road that follows. Key takeaways: - Across a cohort of 17 venture-backed IPOs, average performance sits at -24.9% while the Nasdaq-100 and S&P 500 posted strong gains - Household names like Chime, Klarna, and Navan (formerly TripActions) have seen deep valuation cuts - Exceptions like Circle, Figure and Hinge Health remain outliers in an unforgiving landscape - IPO marks a seismic shift to a world of continuous price discovery, daily liquidity, and rigorous accountability that can quickly unravel private market narratives zackmukewa.medium.com/beyond-the-pop…