EconomyEconomy
🍋 OpenAI Buys TBPN

🍋 OpenAI Buys TBPN

Plus: Blue Owl gates redemptions, KKR closes record $23B buyout fund, and Tesla woes continue.

Short Squeez
Short Squeez
InvestingInvesting
🍋 SpaceX Files for IPO

🍋 SpaceX Files for IPO

Plus: Nike CEO vents about poor earnings, how much sleep bankers are actually getting, Ken Griffin's plan to reshape Miami, and more private credit trouble at KKR.

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Short Squeez
Investment BankingInvestment Banking
🍋 JPMorgan Now Selling the American Dream

🍋 JPMorgan Now Selling the American Dream

Plus: How Whoop hit a $10 billion valuation, UBS culture under the microscope, PE's bet on fast food and defense, and $94 billion in dividend recaps last year.

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Short Squeez
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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Short Squeez
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