InvestingInvesting
🍋 The Pod Shop Defection

🍋 The Pod Shop Defection

Plus: Apollo caps withdrawals on private credit fund, OnlyFans owner dead, OpenAI offering PE 17.5% returns to compete with Anthropic, and BX wants to invest in India's IPL.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 Big Brother Joined the Analyst Class

🍋 Big Brother Joined the Analyst Class

Plus: Super Micro shares tanked after Nvidia smuggling scandal, cow collar unicorns, and Blackstone's first credit loss in three years.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 2026’s Big Short

🍋 2026’s Big Short

Plus: Bezos in talks to raise a $100B fund, real estate could be the big winner in the private credit exodus, and DoorDash will pay you to film your chores.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Kirkland's Record $11M Partner Pay

🍋 Kirkland's Record $11M Partner Pay

Plus: Trump's border wall has minted a billionaire family, memory chip demand booming, and Meta is literally paying people to use Facebook.

Short Squeez
Short Squeez
EconomyEconomy
🍋 The 520% Drone IPO

🍋 The 520% Drone IPO

Plus: AI anxiety is killing debt deals, Miami is flashing 2006 warning signs, and OpenAI is prepping for an IPO.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Private Equity's AI Distribution Engine

🍋 Private Equity's AI Distribution Engine

Plus: Apollo co-president calls out “arrogance” in private markets, Nvidia’s trillion-dollar order book, and Manhattan median rent crosses $5,000.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 DC's New Investment Bank

🍋 DC's New Investment Bank

Plus: Entry-level jobs in New York have fallen 37%, a German tourist is suing Los Tacos No. 1 $100k over injuries sustained from spicy salsa, and Blackstone’s new real estate play.

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Short Squeez
Private EquityPrivate Equity
🍋 Private Equity Pay Scheme Challenged

🍋 Private Equity Pay Scheme Challenged

Plus: PE can't even beat the market without Mag7, hedge funds struggling, UBS junior bankers are losing the WFH battle, robot dishwashers are worth over a billion dollars.

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Short Squeez
Investment BankingInvestment Banking
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🍋 Pentagon Capital Partners

🍋 Pentagon Capital Partners

Plus: David Protein faces class action lawsuit for understating calories as much as 83%, Qatari investors eye Papa John’s, and is the slop bowl era over?

Short Squeez
Short Squeez
EconomyEconomy
🍋 Hedge Funds Discover Geopolitics

🍋 Hedge Funds Discover Geopolitics

Plus: Ackman's Pershing Square files for IPO on the NYSE, Oracle rips 9% after-hours, and former Goldman CEO Lloyd Blankfein on DEI.

Short Squeez
Short Squeez
EconomyEconomy
🍋 The Tweet That Moved Markets

🍋 The Tweet That Moved Markets

Plus: Anthropic sues White House, hedge fund war for talent is heating up, and Goldman, Citi, and Morgan Stanley letting staff in UAE relocate.

Short Squeez
Short Squeez
EconomyEconomy
🍋 BlackRock’s Credit Gate

🍋 BlackRock’s Credit Gate

Plus: Bank stocks selling off, emerging market stocks are place to be, Kalshi eyes $20B valuation and United Airlines bans passengers who refuse to wear headphones.

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Short Squeez
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