Private EquityPrivate Equity
🍋 Blackstone Going After Mini-Millionaires

🍋 Blackstone Going After Mini-Millionaires

Plus: Ackman pumping stocks on X, private credit's software exposure is coming into focus, and SpaceX's IPO is shaping up to be the most consequential market event in years.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Apollo's Taking Wall Street South

🍋 Apollo's Taking Wall Street South

Plus: Citi execs weighing regional bank acquisition to fuel growth, markets entering correction territory, and private credit's retail experiment is hitting a wall.

Short Squeez
Short Squeez
The Information Wall Street Never Shared With You

The Information Wall Street Never Shared With You

A 360-degree view of life on Wall Street.

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Short Squeez
Investment BankingInvestment Banking
+1+1
🍋 The Team for PE’s Biggest Problem

🍋 The Team for PE’s Biggest Problem

Plus: Wall Street bonus pool hits a record high, KKR set to make 15x on a data center investment, and Corebridge and Equitable’s financial megadeal.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 KKR’s $2B Bundt Cake Deal

🍋 KKR’s $2B Bundt Cake Deal

Plus: SpaceX getting ready for a record IPO, Barclays is retreating from small borrowers, and Blackstone makes its first sports investment.

Short Squeez
Short Squeez
InvestingInvesting
🍋 The VC Hunting Unemployable Founders

🍋 The VC Hunting Unemployable Founders

Plus: Private credit is cracking with Ares, Apollo, and now a KKR fund downgraded to junk, and Jefferies receives takeover interest from SMFG.

Short Squeez
Short Squeez
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.

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Short Squeez
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