Private EquityPrivate Equity
🍋 PE Sports Rollups in Trouble

🍋 PE Sports Rollups in Trouble

Plus: JPM exec Lorna Hajdini suing Chirayu Rana for defamation, Mamdani meets with Dimon and Solomon, and a hedge fund no one's heard of is about to make $10 billion.

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Short Squeez
EconomyEconomy
🍋 Elon Musk Lost

🍋 Elon Musk Lost

Plus: A $67 billion utility merger, BDCs pricing in Covid-level pain, and xAI stiffing its own employees on $420 tax reimbursements

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InsidersInsiders
+1+1
Insiders:💰The Economics of Intelligence
Premium

Insiders:💰The Economics of Intelligence

Plus: Private equity at 50, self-made millionaires, and AI productivity paradox.

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Short Squeez
EconomyEconomy
🍋MBAs on Fire Sale

🍋MBAs on Fire Sale

Plus: A new Fed Chair, the biggest IPO in history on the horizon, and the DOJ probing private credit valuations.

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Short Squeez
InvestingInvesting
🍋 Welcome to the AI IPO Era

🍋 Welcome to the AI IPO Era

Plus: Private credit sending mixed signals, PE portfolios are finally thawing, and DOJ dropped fraud charges right after a $10 billion pledge.

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Investment BankingInvestment Banking
🍋 Banks Making a Comeback

🍋 Banks Making a Comeback

Plus: Warsh is confirmed, inflation is back at 2022 levels, and Blackstone is building a fund designed to outlast most careers.

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Short Squeez
EconomyEconomy
🍋 Make As Rare Again

🍋 Make As Rare Again

Plus: Anthropic is closing in on a $900 billion valuation, eBay swatted away GameStop, and Goldman's own president is calling the bank a human assembly line.

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Short Squeez
Private EquityPrivate Equity
🍋 OF Meets Wall Street

🍋 OF Meets Wall Street

Plus: Blackstone wants to build 50,000 homes a year, KKR is bailing out its own credit fund, and OpenAI allows employees to sell up to $30M worth of stock.

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Short Squeez
InvestingInvesting
🍋 Latest 6,000% Meme Stock

🍋 Latest 6,000% Meme Stock

Plus: Apollo emerging as early winner in private credit panic, Michael Burry is flashing bubble warnings, and Lime files to go public.

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Short Squeez
Investment BankingInvestment Banking
🍋Wall Street Bonus Increases Coming

🍋Wall Street Bonus Increases Coming

Plus: Rana hires an attorney who repped Epstein accusers, eBay bans GameStop's Ryan Cohen, AI trading loses money, and Apple's putting cameras in AirPods.

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Short Squeez
EconomyEconomy
🍋 $50K Wall Street Internship Coach

🍋 $50K Wall Street Internship Coach

Plus: JPM's sex scandal accuser rejected a $1M settlement, Anthropic is doing compute deals in space, and Wall Street is lining up data center IPOs.

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Short Squeez
EconomyEconomy
🍋 Ken Doubles Down on Miami

🍋 Ken Doubles Down on Miami

Plus: Anthropic is coming for the analyst class, bots are taking over bond trading, and Morgan Stanley's Budapest operation is under federal scrutiny.

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