EconomyEconomy
🍋 The Bots Don’t Sleep

🍋 The Bots Don’t Sleep

Plus: Trump bought Axon stock right before a $220 million ICE Taser deal, Rocket Lab is trying to catch up to SpaceX, and the consultant's billable hour is under existential threat.

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Short Squeez
Private EquityPrivate Equity
🍋 PE's Zombie Problem

🍋 PE's Zombie Problem

Plus: OpenAI delaying going public, SpaceX's bondholders are already underwater, and MBA salaries are sliding

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Short Squeez
🍋 Peptide Gold Rush

🍋 Peptide Gold Rush

Plus: New twist in Dimon's succession race, Ares is rationing redemptions, and Apple is blaming AI for your next MacBook price hike.

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Short Squeez
InvestingInvesting
🍋 The Girlfriend Data Room

🍋 The Girlfriend Data Room

Plus: JPM trashcan thief returns stolen goods and gets slapped with $175 in fines. Wendy's heads to the moon, and a Chicago skyscraper defaulted on Blackstone.

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Short Squeez
EconomyEconomy
🍋 JPM Exec Dumps Career in the Trash

🍋 JPM Exec Dumps Career in the Trash

Plus: Anthropic drops Claude for Slack, Wimbledon debenture seats are now fetching over $500,000, and Oracle cut 21K jobs over the past year.

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Short Squeez
EconomyEconomy
🍋 Farewell to the Maestro

🍋 Farewell to the Maestro

Plus: SpaceX disclosed $100 billion in cash, the stock still dropped 16%, and Bain & Co. is using AI vibe coding to build software replicas for private equity due diligence.

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Short Squeez
Investment BankingInvestment Banking
🍋 Wall Street's Hiring Dilemma

🍋 Wall Street's Hiring Dilemma

Plus: Record money is flooding into tech stocks, the memory chip shortage is touching even Apple, and Vegas has quietly priced out the bargain hunters.

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Short Squeez
EconomyEconomy
🍋 Gen-Z’s Career Flex

🍋 Gen-Z’s Career Flex

Plus: Blankfein is day-trading without a computer, private credit redemptions keep accelerating, and Allbirds' AI rebranding.

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Short Squeez
Investment BankingInvestment Banking
🍋 Bankers Picking Teams

🍋 Bankers Picking Teams

Plus: IPO szn heating up, Thoma Bravo is down bad, a hedge fund lost $50B snubbing Nvidia for Adobe, and Florida is building luxury hotels for space tourists.

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Short Squeez
Investment BankingInvestment Banking
🍋 Goldman Joins $1T Club

🍋 Goldman Joins $1T Club

Plus: Bain made 20x ($15 Billion) on a chip bet, four MIT grads in their mid-20s just became billionaires, and SpaceX passed Amazon in market cap.

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Short Squeez
Private EquityPrivate Equity
🍋 Rhoback Meets Private Equity

🍋 Rhoback Meets Private Equity

Plus: SpaceX keeps climbing, Nvidia is borrowing $20 billion to keep up with AI demand, and two investment banks just fought over a sovereign debt deal.

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Short Squeez
Private EquityPrivate Equity
🍋 Apollo Heads to Y'all Street

🍋 Apollo Heads to Y'all Street

Plus: The Harvard grad now playing for US soccer, Musk becomes a trillionaire, JPMorgan threw a party with dessert "in the stars," and Vanguard dethrones BlackRock.

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