Private EquityPrivate Equity
🍋 JPM 🤝 Private Equity 🤝 Blockchain

🍋 JPM 🤝 Private Equity 🤝 Blockchain

Plus: Amazon up 13% after blockbuster earnings, Palantir sues ex-employees for stealing company secrets, General Atlantic does a private credit deal, and Chipotle is cooked.

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InvestingInvesting
🍋 Wall Street’s New Favorite Chain

🍋 Wall Street’s New Favorite Chain

Plus: Fed cut 25bps, Meta dropped 8%, Nvidia joined $5T club, Target Zoom call mishap, Fiserv cratered after slashing guidance, and a trader bet $21M on a 30% SPY rally in 2026.

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EconomyEconomy
🍋 Business, Not Bubble

🍋 Business, Not Bubble

Plus: Snowflake CRO drops unapproved guidance in a street interview, Companies trying to grow without hiring, the case against bonds, and microshifting the future of work.

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Snowflake Files 8-K After CRO Drops Unapproved Guidance on the Street

Snowflake Files 8-K After CRO Drops Unapproved Guidance on the Street

Don't talk to strangers on the street...

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Private EquityPrivate Equity
🍋 Megafunds Begging For Your Money

🍋 Megafunds Begging For Your Money

Plus: Evercore's secondaries team on a generational run, China bans influencers without diplomas, Solomon says AI won’t be a job killer, and KDP raising $7B from Apollo and KKR.

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InsidersInsiders
+1+1
Insiders:💰Investor’s Guide to Bitcoin
Premium

Insiders:💰Investor’s Guide to Bitcoin

Plus: Tiny gains and massive results, bubble warning, and how to manage up.

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Investment BankingInvestment Banking
🍋 Blank Checks are Back

🍋 Blank Checks are Back

Plus: Bessent is a soybean farmer, Blackstone becomes largest shareholder in India's Federal Bank, stocks hit fresh highs, and record $38B debt sale for data centers.

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Investment BankingInvestment Banking
🍋 Wall Street’s Record Bonus Year

🍋 Wall Street’s Record Bonus Year

Plus: Trump pardoned CZ, Goldman nearing $1B deal to buy talent agency Excel Sports, BX credit AUM hit $500B, and quantum stocks jumped after government stake rumors.

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Short Squeez
Private EquityPrivate Equity
🍋 Barbarians at the (Japanese) Gate

🍋 Barbarians at the (Japanese) Gate

Plus: Jamie Dimon portrait picked for National Portrait Gallery, Meta laying off 600 AI staff, Tesla missed earnings, and companies with negative earnings outperforming positive ones.

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Investment BankingInvestment Banking
🍋 OpenAI Joins the Deal Team

🍋 OpenAI Joins the Deal Team

Plus: Beyond Meat soared 146% after being added to a meme-stock ETF, Travis Kelce is now an activist investor, and Blackstone and TPG take Hologic private for $18B.

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Short Squeez
InsidersInsiders
+1+1
Insiders:💰 10 Lessons from Investing Legends
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Insiders:💰 10 Lessons from Investing Legends

Plus: Global IPO trends, the winner's curse, and soldier of fortune.

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Short Squeez
Private EquityPrivate Equity
+1+1
🍋 Internet Takes a Day Off

🍋 Internet Takes a Day Off

Plus: Jury says BNP Paribas helped fund Sudan’s genocide, water is a fine dining experience now, and women-focused wellness resorts are the next big thing.

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