Investment BankingInvestment Banking
+1+1
🍋 Great to Be a Banker Again

🍋 Great to Be a Banker Again

Plus: Messi is a billionaire, short bets are at a decade high, and Zoom quietly made $1 billion on an Anthropic bet.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Uncle Sam Becomes a Quantum VC

🍋 Uncle Sam Becomes a Quantum VC

Plus: IRR is losing its appeal as investors focus on distributions, Dimon wants to hire more AI staff and fewer bankers, and JPM fighting over comic books locked in Mississippi.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 Closing Deals in the DMs

🍋 Closing Deals in the DMs

Plus: OpenAI could file for IPO as soon as tomorrow, tech buyouts have nearly ground to a halt, and Bezos says bottom half of earners should pay zero in income taxes.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 PE Sports Rollups in Trouble

🍋 PE Sports Rollups in Trouble

Plus: JPM exec Lorna Hajdini suing Chirayu Rana for defamation, Mamdani meets with Dimon and Solomon, and a hedge fund no one's heard of is about to make $10 billion.

Short Squeez
Short Squeez
EconomyEconomy
🍋 Elon Musk Lost

🍋 Elon Musk Lost

Plus: A $67 billion utility merger, BDCs pricing in Covid-level pain, and xAI stiffing its own employees on $420 tax reimbursements

Short Squeez
Short Squeez
InsidersInsiders
+1+1
Insiders:💰The Economics of Intelligence
Premium

Insiders:💰The Economics of Intelligence

Plus: Private equity at 50, self-made millionaires, and AI productivity paradox.

Short Squeez
Short Squeez
EconomyEconomy
🍋MBAs on Fire Sale

🍋MBAs on Fire Sale

Plus: A new Fed Chair, the biggest IPO in history on the horizon, and the DOJ probing private credit valuations.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Welcome to the AI IPO Era

🍋 Welcome to the AI IPO Era

Plus: Private credit sending mixed signals, PE portfolios are finally thawing, and DOJ dropped fraud charges right after a $10 billion pledge.

Short Squeez
Short Squeez
Investment BankingInvestment Banking
🍋 Banks Making a Comeback

🍋 Banks Making a Comeback

Plus: Warsh is confirmed, inflation is back at 2022 levels, and Blackstone is building a fund designed to outlast most careers.

Short Squeez
Short Squeez
EconomyEconomy
🍋 Make As Rare Again

🍋 Make As Rare Again

Plus: Anthropic is closing in on a $900 billion valuation, eBay swatted away GameStop, and Goldman's own president is calling the bank a human assembly line.

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 OF Meets Wall Street

🍋 OF Meets Wall Street

Plus: Blackstone wants to build 50,000 homes a year, KKR is bailing out its own credit fund, and OpenAI allows employees to sell up to $30M worth of stock.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Latest 6,000% Meme Stock

🍋 Latest 6,000% Meme Stock

Plus: Apollo emerging as early winner in private credit panic, Michael Burry is flashing bubble warnings, and Lime files to go public.

Short Squeez
Short Squeez
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