Archive

🍋GPU-Backed Securities

Plus: SpaceX is raising $40 billion to buy Nvidia chips, PE firms are demanding super carry, and PE is still poaching junior bankers despite promising not to.

Short Squeez

Private Equity

Oct 7, 2026

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7 min read

🍋 Barbarians at the Bunk Bed

Plus: Bankers will eat good this year with IB bonuses tracking up 20%+, LIV Golf found a lifeline in private equity, and Dimon says one AI model made cyber risk 10x worse.

Short Squeez

Investment Banking

Oct 6, 2026

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7 min read

🍋 Citi Tries to Kill Two-And-Out

Plus: Musk is a trillionaire again, Meta and Microsoft are cutting their own employees off Claude, and Wall Street execs are wearing fitness trackers.

Short Squeez

Investing

Oct 5, 2026

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7 min read

🍋 $21M/Year For an Office

Plus: Pope calls on church to ally with artists against AI, Blue Owl's investors tried to pull 39% of a fund, and private capital is reshaping Hollywood moviemaking.

Short Squeez

Economy

Oct 2, 2026

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6 min read

🍋 The Great Protein Squeeze

Plus: Jake Paul wants to raise a VC fund 13x the size of his last one, Accenture just had its best day ever on AI consulting demand, and Anthropic could be a public company by next month.

Short Squeez

Economy

Oct 1, 2026

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6 min read

🍋 Ken Griffin University

Plus: Micron's revenue grew eleven-fold, Sydney Sweeney turned a viral ad into a $2 billion valuation, and Ackman is taking a page from Buffett's playbook.

Short Squeez

Investment Banking

Sep 30, 2026

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7 min read

🍋 Piper Weinberg?

Plus: Oura pulled its IPO, a Google founder is betting $100 million against California's wealth tax, and Larry Ellison bought eight houses.

Short Squeez

Economy

Sep 29, 2026

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7 min read

🍋 OpenAI Hits the Brakes

Plus: MongoDB got Zucked, Goldman is lining up John Waldron to succeed David Solomon, and Nvidia is buying back another $150B of shares.

Short Squeez

Insiders

Sep 28, 2026

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2 min read

Insiders:💰Private Equity Outlook

Plus: Five-year expected returns, wobbly house of cards, and building investing superintelligence.

Short Squeez

Private Equity

Sep 28, 2026

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7 min read

🍋 The Carry Crunch

Plus: Millennium raised $30 billion, Oura is four times oversubscribed, and a JPMorgan alum made $640,000 running a NYC run club.

Short Squeez

Investment Banking

Sep 25, 2026

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6 min read

🍋 Private Credit Wants JPMorgan’s Rejects

Plus: Ken Griffin running into opposition over plans to build a personal heliport in Miami, Oracle is invoking force majeure on a Stargate data center, and Aschenbrenner's fund has paid Goldman $200 million in fees.

Short Squeez

Investment Banking

Sep 24, 2026

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7 min read

🍋 Bro Attached Everything

Plus: The wealthy are spending billions to live longer, and enjoying life is becoming a new marker of financial success for Americans.

Short Squeez

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🍋GPU-Backed Securities

🍋 Barbarians at the Bunk Bed

🍋 Citi Tries to Kill Two-And-Out

🍋 $21M/Year For an Office

🍋 The Great Protein Squeeze

🍋 Ken Griffin University

🍋 Piper Weinberg?

🍋 OpenAI Hits the Brakes

Insiders:💰Private Equity Outlook

🍋 The Carry Crunch

🍋 Private Credit Wants JPMorgan’s Rejects

🍋 Bro Attached Everything

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