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EconomyEconomy
🍋 From Free to Fee

🍋 From Free to Fee

Plus: Anthropic raised $30B at $380B valuation, Morgan Stanley paid Ted Pick $45M in 2025, and the Fortune 500 CEO who believes in pain and suffering.

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InvestingInvesting
🍋 Ackman All-In On Meta

🍋 Ackman All-In On Meta

Plus: Wall Street bonuses saving NYC, real estate stocks get crushed on AI fears, junior analysts teaching boomer MDs AI, and private equity braces for a SaaSpocalypse.

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EconomyEconomy
🍋 Bonus Szn Hits the Beach

🍋 Bonus Szn Hits the Beach

Plus: Wealth manager stocks get crushed, Blackstone increases Anthropic stake, Vatican Bank launches stock indexes, and McKinsey hands off its investment arm.

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EconomyEconomy
🍋 From Free to Fee

🍋 From Free to Fee

Plus: Anthropic raised $30B at $380B valuation, Morgan Stanley paid Ted Pick $45M in 2025, and the Fortune 500 CEO who believes in pain and suffering.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Ackman All-In On Meta

🍋 Ackman All-In On Meta

Plus: Wall Street bonuses saving NYC, real estate stocks get crushed on AI fears, junior analysts teaching boomer MDs AI, and private equity braces for a SaaSpocalypse.

Short Squeez
Short Squeez
EconomyEconomy
🍋 Bonus Szn Hits the Beach

🍋 Bonus Szn Hits the Beach

Plus: Wealth manager stocks get crushed, Blackstone increases Anthropic stake, Vatican Bank launches stock indexes, and McKinsey hands off its investment arm.

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Short Squeez
InsidersInsiders
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Insiders:💰We Are Not in an AI Bubble
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Insiders:💰We Are Not in an AI Bubble

Plus: Top geopolitical trends of 2026, the sleep cycle hack, and the story of Uber.

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Investment BankingInvestment Banking
🍋 The Petition That Changed Nothing

🍋 The Petition That Changed Nothing

Plus: Apollo sets lending record, Sydney Sweeney rings the bell, NYC private school tuition set to top $70K, and Databricks completes raise at $134B valuation.

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Investment BankingInvestment Banking
🍋 Bonus Season is Back

🍋 Bonus Season is Back

Plus: Dow 50k, Goldman is automating back office roles with Anthropic, Waymo is run by remote workers in the Philippines, and Goldman warns the stock selloff isn’t over.

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InvestingInvesting
🍋 Direct Deals, Indirect Consequences

🍋 Direct Deals, Indirect Consequences

Plus: Anthropic cooks FactSet and S&P Global stocks, KKR dives into pro sports, SpaceX gears up for IPO, HSBC swings the bonus axe, and a $7B hedge fund fortune is on the line.

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InvestingInvesting
+1+1
🍋 VC Backs Away from Fitness

🍋 VC Backs Away from Fitness

Plus: Texas Instruments buys Silicon Labs for $7.5B, Elon emo posting, IPOs having their best week in 5 years, hedge funds pile into software shorts, and how fit do we need to be?

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EconomyEconomy
🍋 SaaSpocalypse

🍋 SaaSpocalypse

Plus: Disney names new CEO. Walmart crossed a $1 trillion market cap, and Bitcoin briefly slid below $73k.

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InvestingInvesting
🍋 Forbes 30u30 to Prison Pipeline

🍋 Forbes 30u30 to Prison Pipeline

Plus: SpaceX and xAI's $1.25 trillion merger, tariff deal with India sends stocks close to all-time highs, and the first big oil and gas deal of 2026 just happened.

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EconomyEconomy
🍋 The Pick Is In

🍋 The Pick Is In

Plus: Gold and silver post their worst day since 1980, silver tanks 30%, Bitcoin slides below $80,000, Apollo posts 18% retail returns, and Waymo eyes a $110 billion valuation.

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EconomyEconomy
🍋 Amazon’s $50B AI Insurance Policy

🍋 Amazon’s $50B AI Insurance Policy

Plus: software stocks slide into a bear market as Microsoft loses $357B, Apple surges on iPhone demand, and OpenAI races toward an IPO.

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