Archive

🍋 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

Sep 23, 2026

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7 min read

🍋 a16z Is Starting a School

Plus: PE's exit drought is pushing junior partners out the door, rocket supply can't keep up with space demand, and Wall Street is souring on data centers.

Short Squeez

Investment Banking

Sep 22, 2026

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7 min read

🍋 BofA’s AI Bet Backfires

Plus: Meta's AI agent Muse climbs to No. 1 in US app charts, Apollo is buying into the Yankees, and a single cut cable grounded flights across three cities.

Short Squeez

Investing

Sep 21, 2026

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7 min read

🍋 Buffett Bows Out

Plus: Anthropic is closing in on $100 billion in revenue, New York's wealthy are at war over helicopter noise, and 55% chance of another rate hike next month.

Short Squeez

Private Equity

Sep 18, 2026

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7 min read

🍋 PE’s Exit Problem Just Got Worse

Plus: Barclays hit by staff backlash over return-to-office rules, JPMorgan can't model oil, and private credit default rates vary by 18 percentage points depending on the source.

Short Squeez

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🍋 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

🍋 a16z Is Starting a School

🍋 BofA’s AI Bet Backfires

🍋 Buffett Bows Out

🍋 PE’s Exit Problem Just Got Worse

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