Short Squeez

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🍋 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

Oct 24, 2025

🍋 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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Private EquityPrivate Equity

Oct 23, 2025

🍋 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

Oct 22, 2025

🍋 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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InsidersInsiders

+1+1

Oct 21, 2025

Premium

Insiders:💰 10 Lessons from Investing Legends

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

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Private EquityPrivate Equity

+1+1

Oct 21, 2025

🍋 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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EconomyEconomy

Oct 20, 2025

🍋 The Great Robinhood Rebrand

Plus: Meta–Blue Owl in record $30B deal, Gucci owner offloads beauty arm to L’Oréal for $4.7B, AI drives up SF rent, and bankers complain about cramped spaces in JPM's new HQ.

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Investment BankingInvestment Banking

Oct 17, 2025

🍋 More Cockroaches

Plus: US banks rake in massive fees from Chinese IPOs, Chobani valued at $20 billion, tech companies building their own power plants, and Bitcoin falls as investors flock to Gold.

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InvestingInvesting

Oct 16, 2025

🍋 Shorts Getting Smoked

Plus: MANGO is the new FAANG, KKR bullish on private jets, and the cold war between banks and private credit just turned hot after Dimon's "cockroach" jab.

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InvestingInvesting

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Oct 15, 2025

🍋 Options Desks Smell Trouble

Plus: Oura hit an $11 billion valuation, Papa John’s ripping on Apollo take-private report, Goldman warns of more AI-driven job cuts, and Brooklyn Mirage will be demolished.

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Oct 14, 2025

🍋 JPMorgan’s $1.5T Bet on America’s Future

Plus: First Brands CEO resigns while Jefferies says reaction was overblown, Goldman buys a VC firm, silver keeps mooning, and Broadcom has a 10% day on yet another OpenAI deal.

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InsidersInsiders

+1+1

Oct 13, 2025

Premium

Insiders:💰 The Paradox of Patience

Plus: 2025 equity outlook, the $10K framework and VC mania for AI.

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