Managing Partner @ Brick | Ads & Creative for 100+ DTC brands - $300m+ in sales | I write content about paid ads, performance creative & e-commerce

We scale 7 to 9-figure DTC brands using a creative-first, full-funnel approach that blends paid ads, landing pages, and performance-driven creative.

Brick isn’t a bloated agency juggling 50 clients. 

We’re a boutique team of senior strategists, creatives, and media buyers working closely with a small group of brands we genuinely believe in.

Everything we do is grounded in research, strategy, and execution. No juniors, no handoffs, no fluff.

We’ve driven over $400M in trackable revenue for some of the fastest-growing DTC brands. Our work has been featured in Entrepreneur, Social Media Examiner, and other leading publications. More importantly, 92% of the brands we work with hit all-time revenue highs in under 90 days.

If you're spending on ads but not seeing consistent growth, we can help. 

We focus on fixing the bottlenecks that are holding your brand back—whether it's creative fatigue, poor landing page performance, or inefficient account structure.

Message me “GROWTH” or check the link in my featured section to see how we work.

Toby W.

Struggling to scale Meta Ads?

If your ad account isn’t built for scale, efficiency breaks with spend.

After helping 250+ DTC brands scale profitably, we’ve documented the exact Meta Ads framework we use internally.

I’m giving it away for free.

Inside the guide, you’ll learn:

✅ How to structure Meta campaigns for predictable scale
✅ A repeatable creative testing system to find winners faster
✅ Where most ad accounts leak performance as spend increases
✅ How to scale while protecting ROAS & CPA

If you want your Meta account set up to scale, this is for you.

To get a copy:

• Connect with me
• Like this post
• Comment “META”

I’ll send it straight to your inbox.

Toby Waller

I help eCom brands scale past $25M/yr with Ads + Retention. $450M+ in revenue | Moto, Leica, Kodak, Drake + 200+ more.

Most fashion brands don’t have a media buying problem.
 
They have a creative volume problem.

9/10 brands we audit aren’t testing anywhere near enough variety to let Meta do its job.

If your current approach looks like this:

 • Re-running the same carousel until it dies
 • 1–2 “hero” concepts per collection
 • Creative testing based on gut feel, not structure

You’re capping scale - even if performance looks fine.

I’ve pulled together 100+ high-converting ad creatives used by top-performing fashion brands to unlock scale through volume + variety.

Want access?

Like + comment “Fashion” and DM me - I'll reply with the deck.

Most beauty & wellness brands fail to scale because they:

🚫 Keep using the same ad angles
🚫 Don’t test enough different creative formats
🚫 Don't have a robust ideation process for new ideas

This swipe file fixes all of that...

100+ high-performing ad examples you need to test now for your beauty brand.

Want it? 

1: Like this post 
2. Comment ‘Beauty’
3. DM Me & I'll reply with the swipe file

Creative volume isn't your problem.

Most brands think they need 100 new ads per month.

What they actually need: 7-10 truly distinct creative angles.

We've catalogued 102 frameworks across every product category. 

The pattern is clear:

Winning accounts don't focus solely on volume.

They systematically test genuinely different approaches:

✅ Founder-led storytelling (not just "here's our story")
✅ Process/making-of content that builds product credibility
✅ Comparative positioning that reframes the category
✅ Lifestyle integration that shows the transformation
✅ UGC that addresses specific objections
✅ Interactive formats that stop the scroll

The difference between a $50K/month account and a $500K/month account isn't creative output.

It's creative diversity.

DM me if you want me and my team to dive into a deep audit across your creative and paid ads...

We'll show you where you're leaving growth on the table and how to break through your next revenue ceiling.

Creative Variety

We’re hiring a world-class Creative Strategist 🚀

This isn’t a junior role.

This role comes with real responsibility.

You’ll own creative ideation, testing, and iteration for some of the most recognisable DTC brands in the world - working directly with founders and senior operators to unlock scale.

We’re looking for the best of the best:

• Research-led, data-driven, and ruthless about what actually works
• Thinks in angles, insights, and systems - not random tests
• Wants to be deeply involved in brand growth, not hidden in delivery
• Hungry to level up inside a team that actively invests in your development

If you live and breathe performance creative, and want real ownership, this will be a fit.

Drop me a message, and I'll share the next steps 

{We must be connected}

We're scaling brands spending $100k+ per day on Meta.

The common thread?

Relentless optimisation of the boring, structural pieces that most teams overlook - the ones that compound into real scale.

Here are 5 we see time and time again:

1. Elite understanding of your economics

What we usually inherit:
 → Arbitrary CAC or ROAS targets
 → Blended metrics masking true new customer performance
 → Scale constrained by misunderstood payback and cash flow dynamics

What needs to be implemented:
 → True new customer CAC + contribution margin modelling
 → Payback period targets aligned to cash flow and inventory cycles
 → Scale decisions driven by unit economics - not surface-level ROAS

2. Rebuilding shallow creative portfolios

What we usually inherit:
 → Over-reliance on one format (usually UGC/testimonials)
 → Similar messaging dressed up as “new ads”
 → No creative built intentionally for placements

What we implement:
 → A balanced creative mix (UGC, product, educational, lifestyle, hi-res)
 → Hooks and angles mapped to buyer awareness stages
 → Placement-specific creative (Feed ≠ Stories ≠ Reels)

3. Be obsessive about learning from your customers

What we usually inherit:
 → Assumption that the current product range is “good enough”
 → Creative and offers forced to carry product gaps
 → No structured customer feedback loop into product strategy

What needs to be implemented:
 → Systematic customer insight mining (reviews, comments, support, surveys)
 → Clear feedback loops into product improvements and new SKUs
 → Product and offer expansion based on proven demand signals

4. Align ads to intent-specific landing experiences

What we usually inherit:
 → Everything sent to a generic PDP
 → Messaging disconnect between ad and page
 → One-size-fits-all post-click experience

What we implement:
 → Angle-matched landing pages
 → Problem-solution pages for pain-led ads
 → Comparison pages for competitor-aware traffic

5. AOV and offer architecture

What we usually inherit:
 → No structured upsell or cross-sell system
 → Discounts as the only lever

What we implement:
 → Bundles built from real purchase behaviour
 → In-cart and post-purchase upsell systems
 → Subscription and continuity offers where it makes sense

The uncomfortable truth:

Most brands don’t stall because their media buying isn't being micro-managed.

They stall because their unit economics, product strategy, creative system, and offer architecture aren’t built to support scale.

You can patch tactics for a while.

But eventually, structure becomes the ceiling.

If growth feels capped… It’s usually hiding in one of these.

Hiring: Senior Creative Strategist

We're looking for someone who can own creative strategy for our 7-9 figure DTC brands.

You need to be:

✅ A savage with direct response creative strategy who proactively hunts for pockets of opportunity.

✅ Insanely granular with analysis - figuring out exactly why things work and why they don't.

✅ 10/10 attention to detail. Nothing slips through the net.

✅ A good eye for design principles and basic design skills.

✅ Someone who grinds and wants to help our clients dominate.

You'll own creative ideation, testing, and iteration for brands doing 8-figure months.

Real responsibility. Real influence on outcomes.

Fair warning: This isn't just a 9-5. 

This is ownership, accountability, and relentless focus on results.

If you're systems-oriented, research-driven, and ready to prove you're one of the best creative strategists in the game - message me.

$20M in 90 days.
From ~$170K to ~$210K per day.

LinkedIn's character limit won't let me write everything we actually did for this brand...

So here's the bullet list version for ya'll:

→ Analyzed 18 months of support tickets, had leadership call 50+ customers, audited every creative. Found they'd been speaking to their smallest, noisiest audience while ignoring the segment doing most of the buying. 
Enthusiasts cared about specs. Most buyers just wanted something that worked. Complete messaging repositioning across every touchpoint.

→ Separated testing and scaling environments. Dedicated testing campaigns with 15-20% of budget to prove creative before it touched scaling budgets. Winners graduated to scaling campaigns optimized for scale, not learning.

→ Killed competing campaigns creating auction overlap. Consolidated to a few core campaigns with clear objectives. Account simplification unlocked efficiency improvements before we touched creative.

→ Shifted from polished brand content to raw founder UGC. iPhone videos with authentic storytelling outperformed $5K studio productions. 35% higher engagement, 28% lower CPA.

→ Leant into angular diversity, not volume for volume sake. When one angle fatigued, others kept performing because they reached different audiences.

→ Expanded to Canada, UK, Australia with localized creative and offer testing. Added 30% to total spend at maintained efficiency.

→ Tested offer structure over lazy discounting. BOGO frameworks, product bundles that increased AOV 23%, threshold offers. A $100 product with $20 of bonus items converts better than the same product at $80 while protecting margin.

→ Rebuilt landing pages as advertorials. Improved site speed (mobile 13→66, desktop 32→96) and implemented progressive disclosure for objection handling. Lifted CVR 18%.

→ Implemented systematic creative rotation. Monitored frequency caps, CTR degradation, and hook rate decay. Refreshed at the angle level, not the ad level.

→ Built feedback loops between creative performance and product messaging. What worked in ads informed email, SMS, and site copy. What converted on landing pages informed new creative angles.

→ Got global CVR to 2.8% (previous peak was 1.9%). The compounding effect of better traffic quality, aligned messaging, faster site speed, and smarter offer structure.

The result: $20M in 90 days. 
37% YoY growth.
Healthy unit economics.

We didn't chase breakthroughs. We stacked optimizations.

Better structure + authentic creative + smarter offers + post-click experience = better efficiency = more scale.

Most brands try to scale before they've built the foundation. 

They add budget to broken systems and wonder why performance degrades.

Research isn't sexy. Account audits aren't glamorous. 

But they're the difference between growth that scales and growth that stalls.

Our goal isn't a 100-client agency.

Far from it. 

It's to be the most effective partner for a small group of elite brands.

That's it.

I'm watching my team execute at a level I didn't think was possible. 

Media buyers, creative strategists, email team - all moving in lockstep.

Besides the metrics. Here's what really tells me we're onto something:

- Clients introducing us to their network unprompted 
- Clients asking if we need testimonials (not the other way around) 
- DMs from partners saying they've never seen returns like this

All three happened this week. 

From brands we only started with in Q4/Q1.

The compound effect when you align the right people around the right clients is absurd.

You found a winner. Congrats. 

Now what?

It wasn’t luck.
It was a signal.

Most brands miss this.

They scale creative without understanding why it worked.

They recycle winners instead of reverse-engineering them.

Here’s the 4-step system we use to scale Meta ad accounts from $50k to $500k/month:

✅ Review the top 20 ads
✅ Run a message + visual analysis
✅ Extract scroll-stopping hooks, angles & motifs
✅ Brief 5–10 net-new concepts to test

It’s simple. It’s scalable. And it compounds over time.

We recently used this exact process to help an apparel brand unlock their biggest month ever.

Reverse Engineer

Every week, I audit accounts spending $100K > $1m/month+ on Meta.

They’re “testing aggressively.”

But here’s what that actually means in practice:

→ 5 UGC creators saying the same hook in different kitchens
→ 3 versions of the founder story with new B-roll
→ 4 testimonial cuts with the same message
→ 6 statics with one value prop in different colours

18 ads launched.
3 concepts tested.

This is the illusion of testing - tons of output, zero hypothesis diversity.

Takeaway: More ads don’t equal more insights. 
Without angle diversity, you’re just repeating yourself louder.

Your best creative has 10X more juice left in it than you think. 

Here's how to extract it:

Video ads:

New hooks (change text overlay or reshoot opening 3 seconds)
Swap in different leads while keeping the rest identical
Same script, different creators
Change b-roll (especially powerful for AI VO ads)
Speed up/slow down pacing
Cut to core message or extend with more proof
Test different testimonials

Static ads:
Winning visual + new headlines
Winning headline + new visuals

For native-style ads: 
Use AI tools to swap the person/main subject across demographics

The key: 
Change one variable at a time.

This is how you get more from each creative winner.

Most brands see a winner and spend a week building something new from scratch.

The sophisticated approach treats iteration like a controlled experiment.

$20.1M in sales & 39% YoY growth. 
A huge part of that came from our Google Ads strategy. 
Here's the full breakdown ⤵

The foundational mistake most brands make:

They jump to tactics without understanding what they're optimizing for.

We spent weeks in research before acting:

✅ Multi-year search trends to map demand curves 
✅ Profitability mapping across every SKU 
✅ Competitor analysis on creative diversity and offers 
✅ Landing page audit to identify where traffic was dying

This research revealed the core problem:

Google's PMax algorithm was optimizing for volume, not profit.

Their consolidated campaigns funnelled 60%+ of budget into low-AOV purchases (£25-£40) while starving high-margin hero products (£150-£250).

Classic algorithm behaviour.

More conversions = better performance in Google's eyes.

Even if those conversions are killing your margins.

Here's what we did:

1. Product Segmentation by Profit Architecture

Split PMax into three distinct campaigns:
✅ High-AOV hero products (£150-£250) 
✅ High-margin seasonal bestsellers (40%+ margins) 
✅ Volume drivers (for retargeting and list building)

Each with separate budgets, creatives, and bidding.

Result: 45% lower CPA on high-AOV products.

2. The Full Seasonal Cycle (Not Just "Scale During Peak")

Most brands turn budgets up in November and call it seasonality strategy.

We ran a three-phase cycle:

Phase 1 - Pre-Season Momentum (October) Early-bird campaigns 30 days before peak demand. Locked in conversions before competition heated up.

Phase 2 - Aggressive Peak Scaling (Nov-Dec) Increased budgets 92% while holding 4X ROAS. This is the critical bit - most brands either under-scale (leave money on table) or over-scale (kill profitability).

Phase 3 - Post-Season Retargeting (Jan) Extended revenue cycle by converting browsers who didn't buy during peak. Captured an additional 15-20% of peak revenue.

3. PMax Creative Rotation

Test 3-4 new variants every 10-14 days 
Scale winners across all campaigns within 48 hours 
Kill underperformers after 7 days

4. Landing Page Segmentation by Intent

Generic product pages = generic conversion rates.

We built dedicated pages for: 
✅ Seasonal traffic (messaging tailored to "right now" demand) 
✅ High-AOV browsers (heavy social proof, urgency, risk reversal) 
✅ Returning visitors (bundle offers, loyalty messaging)

The bottom line:

Most brands have a scaling problem because they have a precision problem.

Google Ads will happily spend your budget.

It won't spend wisely unless you force constraints that align algorithm behavior with profit goals.

Segmentation isn't a tactic. It's a forcing function.

I've seen brands with 100+ active ads struggle to break $500K/month. And brands with 50 scale past $5M. 
The difference?

One is making more ads. The other is testing more angles.

Creative strategy isn't about volume. It's about angular diversity.

Here's what that means:

Most brands think they need "more creative." So they brief their team:

"Make 10 new ads this month."

What they get back: 
10 variations of the same concept. Different hooks, different B-roll, maybe different talent. 

But fundamentally the same psychological approach.

That's not 10 ads. That's one angle with 10 executions.

An angle is the core strategic premise. 

The "why should I care" that everything else hangs on.

"This product solves [specific pain point]" = one angle
"This product delivers [aspirational outcome]" = different angle
"This product works differently than [expected solution]" = different angle
"You're already doing [behavior], this makes it better" = different angle
"Everyone else is wrong about [belief]" = different angle

Each angle appeals to different psychology, performs in different audiences, and fatigues independently.

What I see working at scale:

The brands spending $500K+ monthly? 

They're running 8-12 distinct angles simultaneously. Each angle might have 2-3 executions, but the strategic diversity is in the angles, not the volume.

They're not asking "Can we make more content?"

They're asking "What angles haven't we tested?"

Pain point vs aspiration. Social proof vs founder story. Education vs entertainment. Problem-unaware vs solution-aware.

When one angle fatigues, the others keep performing because they're reaching fundamentally different audience psychology.

The brands stuck at $200K are making their 47th iteration of the same winning ad.

The brands at $3M are testing their 9th completely different approach.

Your creative production bottleneck isn't volume. 

It's your angle diversity.

You don't need 50 ads a month. 

You need 5 genuinely different angles, each executed 2-3 ways.

Stop counting ads. Start counting angles.

This supplement brand was stuck selling to gym bros. 

We helped them hit $595k/month by talking to real people.

In early 2025, they came to us with solid traction in a niche audience, think high-protein macros, muscle recovery, bodybuilding lingo.

But our research showed something very different:

Their real growth potential wasn’t in gyms.

It was in busy, health-conscious women who wanted convenience, nutrition, and taste.

So we did what most agencies don’t:

We stopped guessing... and started listening.

🧠 Step 1: Deep Consumer Research (Not Just Surveys)

We went beyond surface-level insights:

✅ Poured through past survey data
✅ Analyzed 1000s of customer support tickets
✅ Reviewed post-purchase survey feedback via KnoCommerce
✅ Had the founders call customers to uncover why they really bought
✅ Cross-referenced with Google search data to understand intent

Insight: 60%+ of their customer base wasn’t fitness-focused... they were professionals, busy parents, women 30–50 who just wanted a quick, tasty, healthy option.

🧭 Step 2: Repositioning the Product Around Real-World Value

We rewrote the narrative from “macros & muscle recovery” to:

“Delicious, healthy breakfast in under 30 seconds”
“A filling, guilt-free way to start your day”
“Keeps cravings down. Keeps energy up.”

We rebuilt creative to match:

UGC + Reels from real customers, not influencers

Copy that focused on feelings (satiety, ease, flavor)

Lifestyle ads: women eating on-the-go, at work, with kids

The same product.

But it finally spoke to the people actually buying it.

🚀 Step 3: Creative x Media Buying Synergy

Most brands create ads in a vacuum.

We built a feedback loop between creative and media buying.

Here’s how:

Creative briefs were built using top-performing hooks and past winners

Weekly reviews to identify trends

Modular creative approach: Swappable hooks, offers, CTAs

Result?

35% higher engagement and 28% lower CPA with Reels vs. static.

📊 Step 4: Strategic Scaling, Not Spray & Pray

We scaled winners slowly: +20-30% budget every 2–3 days

Doubled down on ASC+ and segmented campaigns by persona

Recycled & refreshed past winners for retargeting

Built persona-specific landing pages aligned with the new messaging

We didn’t just “spend more.”

We created a scalable system.

🧪 Step 5: CRO & Offer Testing That Moved the Needle

Built new landing pages per persona (conversion uplift: +18%)

Simplified navigation + branding for first-time buyers

Introduced tiered discounts to increase AOV

Added post-purchase surveys to fuel future creative

Raised site speed scores from 13 → 66 (mobile)

💥 Results:
282% increase in monthly revenue YoY
$595k revenue 
34% increase in subscriptions
22% drop in CPA

If your brand has plateaued or you're only speaking to one version of your customer, you're leaving scale on the table.

Everyone’s seen IM8 broken down by now.

But most people are still missing what actually made it work.

After spending time properly dissecting their execution, it’s clear that a lot of the real leverage points are either misunderstood or completely glossed over.

What they built isn’t impressive because of the headline numbers.

It’s impressive because of how deliberately the system was designed.

A few things in particular are worth studying:

1. Their “Creator Army” is a production system, not an influencer play

IM8 didn’t rely on a handful of big names and hope for virality.

They built a distributed creator operation:

• 50–200+ micro-creators
• Hundreds to thousands of assets per month
• Centralised briefs + creative direction
• Licensing top performers for paid
• Small-budget testing at scale
• Scaling only what proves performance

Creators aren’t a channel.

They’re a manufacturing layer for paid media.

This is why they can sustain 3,000+ active creative variations without losing focus on one core offer.

Most brands bottleneck on creative.

IM8 engineered the bottleneck out of the system.

2. Offer depth, not product breadth

IM8 didn’t scale by launching more SKUs.

They did the opposite:

One core product.
No flavours.
One primary bundle.

Then they tested thousands of angles against the same offer.

Depth of offer > width of catalogue.

This is why they can run thousands of ads without fragmenting learnings or operational focus.

Most brands expand product lines to chase growth.

IM8 expanded message density around a single economic engine.

3. Funnel congruence is what unlocked 80% subscription conversion

Their subscription rate isn’t one clever trick.

It’s alignment across the entire funnel:

Defaults to subscription.
Pricing favours subscription.
Messaging frames transformation, not purchase.
Social proof validates the subscription choice.
Bonuses + guarantees remove risk.

Every element reinforces the same decision.

Most brands optimise pages in isolation.

IM8 optimised the system.

4. Their stubborn obsession with LTV is what makes everything else work

Subscription isn’t an add-on.

It is the business model.

That changes everything:

How aggressive they can be on CAC.
How much they can test.
How fast they can scale.

They’re not optimising for short-term ROAS.

They’re optimising for long-term economics.

That’s what gives them strategic freedom.

The bigger lesson:

IM8 didn’t win by being more aggressive.

They won by being more deliberate.

They removed complexity.

They built infrastructure for creative scale.

They aligned the entire funnel around lifetime value.

They let the algorithm handle targeting and focused humans on messaging.

Most brands are still trying to scale ads.

IM8 scaled a system.

That’s the difference.

Think your account is hitting a ceiling?

Here's how to tell if creative is actually the bottleneck👇🏼

Most brands blame Meta's algorithm, iOS, or audience saturation when performance plateaus.

But 90% of the time, the problem is creative infrastructure.

Here's a simple diagnostic you can run in 10 minutes:

Check #1: Pull your creative library

Count how many unique concepts you've tested in the last 90 days.

Not variations. Not hook swaps. Actual distinct concepts.

Compare to your monthly spend:

$10-30k/month → you need 7-10 concepts
$30-60k/month → you need 15-20 concepts
$60-100k/month → you need 20-30 concepts

If your number is 50% below these benchmarks, creative volume is your constraint.

Check #2: Look at your top 5 performing ads

How long have they been running?

If your best performers are 30+ days old and you don't have fresh winners graduating to replace them, you're one fatigue cycle away from a performance crash.

Healthy accounts have new winners graduating weekly. Stagnant accounts ride 2-3 ads until they die, then scramble.

Check #3: Calculate your hit rate

Total concepts tested ÷ concepts that scaled profitably = hit rate

If your hit rate is above 40%, you're not testing aggressively enough. 

You're playing it safe with concepts too similar to what's already working.

If your hit rate is below 15%, your creative strategy is broken. 

You're guessing, not testing hypotheses.

Sweet spot: 20-30% hit rate with high testing volume.

Check #4: Review your account structure

Are you testing new creative in the same campaigns where you're scaling winners?

If yes, you can't diagnose what's working. 

When performance drops, you don't know if:

Your winner fatigued
New tests are dragging down averages
Budget increases triggered learning phases
Testing and scaling need separate environments.

Check #5: Audit your production cadence

When was the last time you launched new creative?

If it's been more than 7 days, you don't have a production system, you have an ad hoc scramble.

Sustainable scale requires predictable creative flow. 

Weekly launches minimum at $30k+ spend.

What your answers mean:

If you failed 3+ of these checks, creative infrastructure is your bottleneck.

The fix isn't complicated, but it requires investment: 

→ Separate testing from scaling campaigns 
→ Build a weekly creative calendar 
→ Hire or contract production capacity that matches your spend 
→ Set clear kill criteria so bad creative dies fast 
→ Accept that 70-80% of tests will fail

The pattern I see constantly:

Brands scale spend from $15k to $60k without scaling creative production.

They wonder why they hit a ceiling at <$100k in spend.

It's not the market. It's that their creative engine can't support the volume their budget requires.

You can't deploy $2,000/day efficiently with 4 active creatives. The math doesn't work.

Run this diagnostic on your account right now.

If creative volume is your constraint, you know exactly what to fix.

Creative is your targeting mechanism. 

Audience selection has become largely irrelevant. 

Meta's ASC, Google's Performance Max, and TikTok's Smart+ all use creative assets as the primary signal for audience discovery. 

Manual targeting parameters have minimal impact on delivery. Most brands haven't rebuilt their production systems to match this shift. 

They're still optimizing for a model that no longer exists. 

The previous paradigm: 
Precision targeting, limited hero assets, long development cycles, targeting-led optimization. 

The current reality: 
Broad targeting, systematic testing infrastructure, rapid iteration, creative-led optimization. 

This creates a specific operational challenge: 

Brands need systems capable of 8-10 testable concepts weekly while maintaining strategic coherence. 

Our implementation framework: 

1. Strategic testing allocation - Structure your testing program to identify patterns, not just winners. 

Run creative against intentionally diverse audience segments within your broad targeting to understand which creative angles drive efficiency in which contexts. 

This reveals creative-audience fit patterns that inform production priorities. 

2. Systematic variation - Build a tagging taxonomy that tracks creative variables independently (hook type, problem framing, social proof format, CTA style). 

This lets you isolate which specific elements drive performance, not just which complete ads work. 

Most brands test whole ads and learn nothing transferable. 

3. Internal capability development - Train media buyers on basic design tools.

Use AI for headline variation at scale (20+ versions from each winning angle). 

This removes production bottlenecks from the testing pipeline. 

4. Offshore execution leverage - Deploy offshore talent for variation work, performance tagging, and competitive analysis. 

Reserve internal capacity for strategic decisions and creative direction. 

Results from a recent implementation: Beauty brand constrained by production capacity. 

30-day outcome: creative output increased from 20 to 60 monthly assets. 

The structural advantage belongs to mid-market brands ($25M-$250M annual). 

They can execute creative decisions without enterprise approval friction. 

The platforms have fundamentally changed the leverage points for paid acquisition. 

Brands that rebuild their creative systems accordingly will compound advantages over time.

Former Green Beret & Airborne Ranger now CEO of Rising Wealth Club & CFO/COO of GrowthLine Capital

After 22 years in the alternative asset management industry, I founded Jedburgh Advisors as a hedge fund that is focused on providing attractive risk-adjusted returns. We are a Service-Disabled Veteran-Owned Small Business with a goal to have at least 50% of the employees as U.S. Military veterans. We currently have three funds on our platform: Fund 1 (algo & AI driven fund), Fund 2 (volatility relative value) and Fund 3 (disruptive innovation). We are always looking for new Portfolio Managers to join us.  If you are a talented PM or analyst and want to launch a fund on our platform, please contact us. We are operationally efficient, so small launches are welcome.

David Walker

Former Green Beret & Airborne Ranger. CIO, COO, CFO, investor, and author.

Chief Investment Officer & Member of the Executive Committee at Syz Group ¦ 250,000+ followers

View Charles-Henry Monchau, CFA, CMT, CAIA’s profile

"You simply flooded the system with money." 

Powell: "Yes we did" 

"Where does it come from, do you just print it?" 

Powell: "We print it digitally"

Source: Hedgeye

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New Firm

Former Green Beret & Airborne Ranger. Professional CFO/COO.

I joined Core Bridge Partners and as the former CFO/COO of multiple multi billion-dollar hedge funds as well as two start-ups. I leverage my 20+ years of experience in alternative asset management and my MBA from the Kellogg School of Management to help small and medium sized hedge funds, PE/VC and Family Offices with their operational needs and help grow their companies. I have a proven track record of leading, managing and helping to scale multiple funds.  

My background as a former US Army Special Forces commander ("Green Beret") has equipped me with exceptional leadership, decision-making and problem-solving skills, as well as a strong sense of integrity, loyalty and service. I enjoy working with talented and diverse teams and CIOs , building long-lasting relationships and creating value for my clients and partners.

Organized two (2010, 2011) Wall Street Charity Poker Tournaments for the Wall Street Warfighters.

Senior Vice President at Research Affiliates

In 1717, Sir Isaac Newton was tasked with setting the exchange rate of gold to silver. 

At the time, he was the Master of the Royal Mint of Great Britain. He decided to fix the exchange rate to the ratio of the world’s total physical supply of both metals.

His ratio? 15.5 to 1.

For every 1 ounce of gold, the world had roughly 15.5 ounces of silver. This exchange rate made it so that the value of all the gold in the world was equal to the value of all the silver. 

This was roughly the exchange rate for most of human history, as can be seen in the graphic below.

Today, that balance is broken. With gold at $4,750 and silver at $94, one ounce of gold is worth 50 ounces of silver. If the exchange rate was to revert to Newton’s exchange rate, an ounce of silver would be worth $306.

However, industry has been using up the world’s supply of silver. Silver is the best conductor of electricity, so it is used in countless electronic components.

Companiesmarketcap dot com implies that the ratio of above ground supply now sits at 8 to 1 (see graphic below), approximately half of what it was in Sir Issac Newton’s time. 

Furthermore, Keith Neumeyer, the CEO of First Majestic Silver, confirms that silver is mined at a ratio of 8:1 to gold today. In other words, this ratio of available gold/silver is unlikely to change anytime soon. 

If the gold to silver exchange rate was 8:1, silver would be $594 per ounce. This assumes no change in the price of gold.

We are currently living through the early stages of the third electrical revolution, and silver is a vital component. There have been times in world history where all the silver was worth more than all the gold. One could make an argument that silver is more useful than gold today. That would support a gold to silver exchange rate even less than 8:1. 

Current silver price: $94.60.

Exactly...US Debt, etc. are driving gold, but never let a headline go without adding some spin.  lol.

Chief Investment Officer & Member of the Executive Committee at Syz Group ¦ 260,000+ followers

I disagree with this headline from CNN.
Gold is not rising because of Trump. It is rising because the US has $39 trillion in debt, $2 trillion in annual deficits, 25% of tax revenue goes to interest payments and Congress refuses to stop. They thus need to go through monetary debasement. This is not a bug. It is a feature of the system. And store of values are one of the way to protect purchasing power. 

By the way, Europe and Japan have similar debt and spending problems. Gold is at record highs against every currency, not just the dollar.

Source: Wall Street Mav

Bitcoin dropped $2,500 in the last 5 hours and liquidated $400 million worth of longs.

More than $100 BILLION has been wiped out from the crypto market today.

This is a low-liquidity Sunday evening dump. The real price action will come once the US market opens on Monday.

Source. Bull Theory

Excellent chart.  I wouldn't put too much thought into the last two columns on the right.  Charlie Munger, "Volatility is not a risk we care about.  What we care about is avoiding the permanent loss of capital."  Warren Buffett, “Charlie and I would much rather earn a lumpy 15% over time than a smooth 12%.”

View Till Christian Budelmann’s profile

From 100% cash to 100% stocks…

Total returns, volatility and maximum drawdowns based upon US data going back to 1928...

Bergos AG  

Bankhaus C. L. Seeliger KG  

#investing
#markets
#stockmarket
#bonds

Source: Creative Planning (links in the comments section), NYU

Break down systems to thoroughly understand them. Disregard the rhetoric and instead do your own research. What is true? Ignore opinions, most experts, norms, the news, etc. Focus on what is true via the laws of physics, math, nature, and history. Hint: determine the power in the system - who has it, how is it being applied, does it shift and if so, how? Etc. That will lead you to truly understanding almost all systems.

And the best part of this video is it's 100% AI...even the gentleman speaking.

Independent Macro Strategist | Financial Markets Commentator | • Historical • Macro Trends • Metals • Energy • Equities • Bonds • Real Estate • Crypto • Systemic Risk | Author of “Beyond The Headlines”

🚨 $375 SILVER & THE 38% RECESSION SIGNAL 🚨

😅 Golly! I’ve certainly aged quite a bit in the last few days!

🎥 It seems that since my appearance on The Daniela Cambone Show, Jon AG has picked up on my recessionary gold signal and my long-term price targets for both gold and silver on his YouTube channel. Hilarious!

🔗 Link below!👇
https://lnkd.in/d4UU4UMG

⏱️ My segment runs from 9:12 to 15:38

And…two more:  Debasement of fiat currencies. Preparation for future conflicts.

Finance, Economics Expert

Silver just touched $100 an ounce, and gold continues its march toward $5,000 (please see charts below).
As we’ve previously discussed, key drivers fueling this momentum include:
• Strategic Diversification: Central banks and official institutions are steadily pivoting away from traditional safe havens, albeit still at the margin. While these players are inherently slower-moving, their shift provides relatively solid price support.
• Institutional Adoption: We are seeing more buy-in from institutional investors, many of whom are now integrating metals directly into model portfolios.
• The "Resident vs. Tourist" Dynamic: These “long-term resident investors" are, as you would expect, joined by "shorter-term tourists"—volatile speculative buyers looking to ride a wave which has been enormously rewarding.
#markets #gold #silver #investing #investors

Michael Hartnett, BofA | The 4Ps Behind "Long Detroit, Short Davos"

- 3 months following seven nominations for Fed Chair since 1970 (Burns, Miller, Volcker, Greenspan, Bernanke, Yellen, Powell), yields up every time (2-year +65bps, 10-year +49bps)...but with the MOVE index of Treasury vol at 4-year lows, indicates that market is confident in 2026 new Fed Chair won’t send 30-year Treasury yield above “risk-off” 5% level as QE/YCC measures coming to “fix” price of fixed income
- the bond price of the 30-year Treasury is down 50% and JGB down 45% peak-to-trough in 2020s. This great bond bear (on new world order, debasement, populism, fiscal excess…) was the catalyst for the great first half of 2020s "Anything But Bonds (ABB)" bull in US tech, EU/Japan banks & gold; Emerging Markets and small cap will be the new ABB bulls in the second half of the 2020s.
- the ongoing Japan debasement and weak Asian FX, is spurring big capital outflows into US & EU assets (e.g. Korean retail $100bn into US stocks); AUDJPY>110 = multi-year breakout to 35-year high = risk-stays-on; but a failure (on BoJ, intervention) = peak of “weak Asia FX-big outflow” virtuous cycle.

Near-tern market indicators: the 3Ps. Q1 zeitgeist is  “rotate don't retreat”:
- That's because big tops coincide with max bullish Positioning
- Everyone expecting Profit boom
- But also Policy tightening
2026 isn’t 2018 or 2022, as policy is easing bigly via Fed cuts, tax cuts, tariff cuts, plus $0.6tn Fed/Trump QE)… It's also why no one is retreating until 30-year Treasury yield above 5.1% (panic level of Oct’23 & May’25) signaling tighter money.

But while the selloff in US bonds is still contained, Japan - where ABB has never been more potent- can't say the same, and the surge in long-term yields in Japan to the highest since 1999 (30-year hit 3.9%) means peak-to-trough the price of 30-year JGB down 45% thus far in 2020s. While the first half of the 2020s saw a bond bear market which sparked an ABB bull in gold, EU/JP banks, US tech/Mag 7; H2 2020s will see small/mid cap stocks and Emerging Markets new beneficiaries of ABB… same as in 1970s when wage & price controls, pro-cyclical fiscal/monetary policies, US$ debasement (end of Bretton Woods) caused peak of Nifty 50 bull market in 1972 and gold (1971-74) replaced by small cap (1975-77) as best asset to own. Hartnett's favorite beneficiaries of ABB in 2026 are GLD, GNR, EEM, MDY, IJR.

#thebigpicture #macro #monetarypolicy #fiscalpolicy #interestrates #equities #bonds #fx #us #china #eu #em

Unfortunately, this has been going on since the dawn of time.  Go back in history and you will see even more wealth discrepancies.  Ancient Egyptian pharaohs and their inner circle, < 1% of the populace; their wealth > 99%.  Other empires throughout history...similar, .  But, I agree it could be better...what would it take?  How do you reward risk takers and still keep it less lopsided?

Yesterday our friend Tom Keene asked a simple, yet poignant question: "What went wrong with capitalism?"

A PCA-style answer that ranked the responses by their respective eigenvalues would likely render:

1. The ability of wealthy elites like Elon Musk and Peter Thiel to purchase incomprehensibly more political influence than their single vote allows.

2. The unfair treatment of capital income relative to labor income in the morally corrupt federal tax code that is derived from the political influence purchased by wealthy elites in feature #1. 

3. The combination of socialism via bailouts for wealthy individuals and politically connected institutions vs. capitalism via creative destruction for everyone and everything else that is also derived from the political influence purchased by wealthy elites in feature #1. 

The key takeaway is that capitalism + plutocracy is not capitalism; it's moral, social, and economic corruption. 

The economic game is so rigged that the people who rig it in their favor don't even try to hide it anymore; they have front-row seats to presidential inaugurations.

As a former member of the bottom 0.001% of our broken capitalist society, I pray that this Fourth Turning is the catalyst to unrig it for the many millions of struggling families. 

I love you. God loves you too.
—Skipper 💜

Great chart...I think it does include dividends.  So good to see those drawdowns and not get too concerned about them.

View company: Oakhill Asset Management UK

So difficult to get accurate inflation data...each source seems to have their own math..

The government is going to run the US economy as hot as possible. 

Last year, they realized it would be nearly impossible to balance the budget, so the next best option is to grow the country out of the problem.

Thankfully, the rise of artificial intelligence has helped spur an acceleration in GDP growth, with the Atlanta Fed estimating Q4 GDP could be as high as 5.4%.

That is a very big number.

But this GDP growth is not exclusively coming from AI. Adam Kobeissi points out that “US M2 money supply jumped +$1.65 trillion in 2025, to a record $26.7 trillion.”

Adam goes on to highlight that “this marks the largest annual increase since 2021 and the 3rd consecutive annual gain. Since mid-2023, M2 has risen +$3.7 trillion, driven by rapidly rising bank deposits and money market fund inflows. This means money supply has grown +$116 billion per month over this period. By comparison, from January 2022 to April 2023, M2 contracted -$450 billion, or -$28 billion a month.”

So GDP is growing and the administration is telling us they are going to run the economy hot, which means you would expect inflation to be surging higher.

 But that is not what is happening.

Keep reading 👇

___________________

P.S. Follow me (Anthony Pompliano) for more insights on finance, business, & technology!

To investors, The government is going to run the US economy as hot as possible. Last year they realized it would be nearly impossible to balance the b

Open article: 
Deflation Is A Much Bigger Risk Than Inflation Right Now by Anthony Pompliano • 3 min read

Deflation Is A Much Bigger Risk Than Inflation Right Now

I should win an Emmy for the Q&A portion of this — at least a Grammy. 🏆

I hope this invaluable education blesses you on your journey to retire on time and comfortably.  
—Skipper 💜

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