Investment BankingInvestment Banking
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🍋 Private Credit Wants JPMorgan’s Rejects

🍋 Private Credit Wants JPMorgan’s Rejects

Plus: Ken Griffin running into opposition over plans to build a personal heliport in Miami, Oracle is invoking force majeure on a Stargate data center, and Aschenbrenner's fund has paid Goldman $200 million in fees.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 Bro Attached Everything

🍋 Bro Attached Everything

Plus: The wealthy are spending billions to live longer, and enjoying life is becoming a new marker of financial success for Americans.

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Short Squeez
VCVC
+1+1
🍋 a16z Is Starting a School

🍋 a16z Is Starting a School

Plus: PE's exit drought is pushing junior partners out the door, rocket supply can't keep up with space demand, and Wall Street is souring on data centers.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 BofA’s AI Bet Backfires

🍋 BofA’s AI Bet Backfires

Plus: Meta's AI agent Muse climbs to No. 1 in US app charts, Apollo is buying into the Yankees, and a single cut cable grounded flights across three cities.

Short Squeez
Short Squeez
InvestingInvesting
+1+1
🍋 Buffett Bows Out

🍋 Buffett Bows Out

Plus: Anthropic is closing in on $100 billion in revenue, New York's wealthy are at war over helicopter noise, and 55% chance of another rate hike next month.

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Short Squeez
Private EquityPrivate Equity
🍋 PE’s Exit Problem Just Got Worse

🍋 PE’s Exit Problem Just Got Worse

Plus: Barclays hit by staff backlash over return-to-office rules, JPMorgan can't model oil, and private credit default rates vary by 18 percentage points depending on the source.

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Short Squeez
EconomyEconomy
🍋 Warsh Hikes

🍋 Warsh Hikes

Plus: Hardware is back in fashion, Apollo is flagging risk in hyperscaler debt, and companies can't explain what their AI spending is returning.

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Short Squeez
InsidersInsiders
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Insiders:đź’° How To Live Off Of Your Portfolio
Premium

Insiders:đź’° How To Live Off Of Your Portfolio

Plus: The math behind price targets, where are the jobs, and unicorn founders.

Short Squeez
Short Squeez
EconomyEconomy
🍋 $5k to Skip the Airport

🍋 $5k to Skip the Airport

Plus: Americans are handing over their stock portfolios to AI agents, Wall Street is questioning how long the data center boom lasts, and hedge funds are becoming the Treasury market's new anchor.

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Short Squeez
Investment BankingInvestment Banking
🍋 AI Banking Boom Hits a Pothole

🍋 AI Banking Boom Hits a Pothole

Plus: Trump wants a "STRONG AND SMART" president as the only AI guardrail, private credit defaults just hit a new record, and boom-era PE funds are starting to miss their promises.

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Short Squeez
InvestingInvesting
🍋 Wall Street Wants Anthropic’s Millionaires

🍋 Wall Street Wants Anthropic’s Millionaires

Plus: Leaders of three of the biggest AI companies agree they need to slow development, Blackstone is being sued over rent-stabilized apartments, Apollo is eyeing a $20 billion J&J deal.

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Short Squeez
InvestingInvesting
+1+1
🍋 Florida's New VC Boom

🍋 Florida's New VC Boom

Plus: OpenAI targets work of Wall Street junior bankers, Bending Spoons acquires Miro for $1.36 billion, and the little-known UAE investor betting big on Musk.

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Short Squeez
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