EconomyEconomy
🍋 3-Day Weekends Forever

🍋 3-Day Weekends Forever

Plus: Futures fall after Iran strikes, Apollo circling Papa John’s, investors are piling into bonds, and GameStop dropped 22% after announcing plans to buy Bitcoin.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Apollo Freezes PE Recruiting

🍋 Apollo Freezes PE Recruiting

Plus: Moelis CEO pledges to end hazing, Meta offering $100M+ comp packages to poach AI talent, and Japan's finance hiring boom.

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Short Squeez
Investment BankingInvestment Banking
🍋 Outsourcing Alpha

🍋 Outsourcing Alpha

Plus: Zuck dropping $14B to poach Scale AI CEO, JPMorgan RTO mandate hurt morale, PE investing in college sports, and Scott Bessent for Fed chair?

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Investment BankingInvestment Banking
🍋 Wall Street Legend Says Adios

🍋 Wall Street Legend Says Adios

A tribute to one of Wall Street's greats. Plus: $1,000 baby accounts for every newborn American, Barclays cutting IB jobs, and Zuck personally hiring ‘Superintelligence’ AI team.

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Short Squeez
Private EquityPrivate Equity
🍋 PE Distributions Are Clogged

🍋 PE Distributions Are Clogged

Plus: Trump wants to replace Powell, Meta looking to invest $10B in Scale AI, CalPERS PE portfolio is booming, and Lululemon down bad after a historic rout.

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Short Squeez
InsidersInsiders
+1+1
Insiders:💰 Stop Chasing Emotionally Unavailable People
Premium

Insiders:💰 Stop Chasing Emotionally Unavailable People

Have you ever found yourself holding onto someone who couldn’t fully open up to you?

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Investment BankingInvestment Banking
🍋 JPMorgan Cracks Down on PE Recruiting

🍋 JPMorgan Cracks Down on PE Recruiting

Plus: Trump and Elon's bromance goes nuclear, TSLA got rekt, Circle rose 168% in blockbuster IPO, Silver’s catching gold’s rally, and a VC is offsetting Trump's research cuts.

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Short Squeez
EconomyEconomy
🍋 McKinsey Replaces MBAs With AI

🍋 McKinsey Replaces MBAs With AI

Plus: America's 560k new millionaires, JPMorgan will let clients borrow against crypto, and Thoma Bravo raises a massive $34.4B across three funds.

Short Squeez
Short Squeez
🍋 Musk vs. Mega Bill

🍋 Musk vs. Mega Bill

Plus: Nvidia reclaims world's most valuable company, PE's backlog nears 30,000 unsold companies, Wells Fargo allowed to grow again after scandal, and Temu down bad.

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Short Squeez
Private EquityPrivate Equity
+1+1
🍋 Wall Street’s New Pariah

🍋 Wall Street’s New Pariah

Plus: Subway-owner buys Dave's Hot Chicken for $1B, Equinox and SoulCycle sued for making it hard to cancel memberships, and are AI data centers the next bubble?

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Short Squeez
Investment BankingInvestment Banking
🍋 Sports Valuations Double in 3 Years

🍋 Sports Valuations Double in 3 Years

Plus: S&P 500 posts best month since 2023, 78% companies beat earnings, Zuck's made $1B in Meta dividends, and Jamie Dimon is sounding the alarm on the bond market.

Short Squeez
Short Squeez
InsidersInsiders
+1+1
Insiders:💰 Gold Prices To Record Highs?
Premium

Insiders:💰 Gold Prices To Record Highs?

Goldman Sachs Research expects gold prices to be propelled by multi-year demand from central banks.

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