Plus: Nvidia drops questionable "I’m not Enron" memo, State Street roasts JPMorgan's biggest ETF in email to clients, and macro traders on track for biggest haul in 16 years.
Plus: Stocks soared thanks to Google's rally, Larry Page becomes 2nd richest in the world, Ray Dalio thinks pod model won’t last, and Burry launches a paid newsletter.
Plus: The economics of AI scale, mastering the markets, and the world's oldest asset.
Plus: Eli Lilly joins $1T club, private equity firms are flooding the junk-debt market to pay themselves, and more buyout pros are debating leaving the industry.
Plus: S&P 500 has biggest reversal since April, Bitcoin in free fall, Ray Dalio warns of bubble fears, and KKR raises a new fund.
Plus: Hong Kong’s IPO boom, JPM told clients to buy the dip, Pakistan stock market up 40%, the bankers behind Argentina's bailout, and you can now bet on the price of labubus.
Plus: Nvidia reports earnings today, Larry Summers ‘deeply ashamed’ after new Epstein emails, ex-banker charged with insider trading, and Google drops Gemini 3.
Plus: Goldman on track for best year in 24 years, Thiel dumps Nvidia, Uncle Sam outperforming the S&P 500, and more than half of US homes lost value in the past year.
Plus: Value creation in PE, 2025 asset outlook, and secrets to better sleep.
Plus: Topgolf receives private equity interest, BTC winter is here, Bill Ackman offers dating advice, and Cantor Fitzgerald is on track for its most lucrative year.
Plus: Robinhood will deliver you cash on GoPuff for $6.99, Scotland rolling out kilt bonds, Botox in trouble, and Build-a-Bear on Nvidia-like tear.
Plus: RIP the penny, Kim Kardashian secures funding from Goldman, an Hermès bag hedge fund backed by Christie’s, and AI coming for private equity jobs.
