Archive

Insiders:💰The Music Has Stopped in Private Markets

Plus: Global M&A outlook, state of venture capital, and your social circle.

Short Squeez

Investment Banking

Apr 13, 2026

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16 min read

🍋 New AI Model Scares Bankers

Plus: Trump pumps Palantir, Wall Street launches CDS tools to bet against private credit, and Barron Trump is launching a herbal tea company.

Short Squeez

Investing

Apr 10, 2026

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16 min read

🍋 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

Investing

Apr 9, 2026

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16 min read

🍋 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

Private Equity

Apr 8, 2026

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16 min read

🍋 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

Investing

Apr 7, 2026

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17 min read

🍋 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.

Short Squeez

Investment Banking

Apr 6, 2026

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13 min read

🍋 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.

Short Squeez

Economy

Apr 3, 2026

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15 min read

🍋 OpenAI Buys TBPN

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

Short Squeez

Investing

Apr 2, 2026

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16 min read

🍋 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.

Short Squeez

Investment Banking

Apr 1, 2026

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17 min read

🍋 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.

Short Squeez

Private Equity

Mar 31, 2026

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15 min read

🍋 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

Private Equity

Mar 30, 2026

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16 min read

🍋 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.

Short Squeez

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Insiders:💰The Music Has Stopped in Private Markets

🍋 New AI Model Scares Bankers

🍋 Ackman’s Doomsday Fund

🍋 AI Coming for Research Analysts

🍋 Private Equity Winter

🍋 Citrini Monitoring the Situation

🍋 Elon’s Side Deal for Bankers

🍋 OpenAI Buys TBPN

🍋 SpaceX Files for IPO

🍋 JPMorgan Now Selling the American Dream

🍋 Blackstone Going After Mini-Millionaires

🍋 Apollo's Taking Wall Street South

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