InvestingInvesting
🍋 Ackman’s Doomsday Fund

🍋 Ackman’s Doomsday Fund

Plus: Anthropic’s new model is already moving stocks, private credit redemptions keep climbing, and retail investors are getting a shot at the OpenAI IPO.

Short Squeez
Short Squeez
InvestingInvesting
🍋 AI Coming for Research Analysts

🍋 AI Coming for Research Analysts

Plus: TACO trade would've made you 52%, Meta drops new AI model, and incoming Tesla-SpaceX merger?

Short Squeez
Short Squeez
Private EquityPrivate Equity
🍋 Private Equity Winter

🍋 Private Equity Winter

Plus: TACO trade is back, Ackman wants to buy world’s largest music company, Blackstone raises its largest credit fund in history, and theaters post their strongest run since COVID.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Citrini Monitoring the Situation

🍋 Citrini Monitoring the Situation

Plus: Hedge funds dumping global stocks at fastest pace in 13 years, Maine banning data centers, and more Americans are breaking into the upper middle class than ever before.

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Short Squeez
Investment BankingInvestment Banking
🍋 Elon’s Side Deal for Bankers

🍋 Elon’s Side Deal for Bankers

Plus: Jobs came in 3x hotter than expected, AI is cutting jobs faster than anyone predicted, and the private jet industry is feeling some pain.

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Short Squeez
EconomyEconomy
🍋 OpenAI Buys TBPN

🍋 OpenAI Buys TBPN

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

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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.

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.

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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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