EconomyEconomy
🍋 Consultants at the Gate

🍋 Consultants at the Gate

Plus: Oracle stock jumps on TikTok deal, Musk gets $139B pay restored, and Citadel posts its worst year since 2018.

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InvestingInvesting
🍋 Trump Goes Nuclear

🍋 Trump Goes Nuclear

Plus: Blackstone 2025 holiday video, Lululemon surges on activist pressure, inflation cools, ‘Airbnb for boats’ merging, and PE sparks unexpected fly-fishing boycott.

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InvestingInvesting
🍋 Blue Owl Pulls Out

🍋 Blue Owl Pulls Out

Plus: Biggest IPO since 2021, Ray Dalio joining Trump baby bonuses, Sweetgreen’s co-founder is out, and Alex Karp buys $120M house.

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Short Squeez
Investment BankingInvestment Banking
🍋 This Deal Is Ruining Christmas

🍋 This Deal Is Ruining Christmas

Plus: Databricks hits $134B as AI money pours in, oil crashes below $55, and JPMorgan lets clients borrow against luxury cars.

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InvestingInvesting
🍋 SpaceX’s Bake-Off

🍋 SpaceX’s Bake-Off

Plus: ‘Slop’ is 2025’s word of the year, McKinsey is cooked, Tesla pops on robotaxi demo, Ford takes a $19.5B EV hit, and JPM launches a blockchain money-market fund.

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InvestingInvesting
🍋 From Hedge Fund to Head Coach

🍋 From Hedge Fund to Head Coach

Plus: Cannabis stocks jump on Trump news, JPMorgan to hand out $1,000 to low paid employees, OpenAI ends equity vesting, and Wall Street goes old school.

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Investment BankingInvestment Banking
🍋 Boutique Banks’ New Superpower

🍋 Boutique Banks’ New Superpower

Plus: Oracle tanks, Disney bets $1B on OpenAI, and home prices turn negative for the first time since 2023.

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EconomyEconomy
🍋 Rate Cut for Christmas

🍋 Rate Cut for Christmas

Plus: Bezos vs. Musk shifts to space data centers, Marc Rowan sees market makers coming for private credit, Oracle burns $10B on AI, PE leans on secondaries to avoid a crash.

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Investment BankingInvestment Banking
🍋 Wall Street’s IPO Boom

🍋 Wall Street’s IPO Boom

Plus: Goldman’s CFO says PE deal boom is finally here, JPM down 5% after more than expected costs, and private credit is starting to look a lot like the bond market.

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InvestingInvesting
🍋 End of Buffett Era

🍋 End of Buffett Era

Plus: Warner Bros. battle heats up, Trump weighs in, Apollo backs Wrexham, IBM’s $11B AI deal, and 287 new billionaires + record number of millionaires minted this year.

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InsidersInsiders
+1+1
Insiders:💰AI Eats The World
Premium

Insiders:💰AI Eats The World

Plus: 2026 gold outlook, investing in bitcoin, and the big beautiful rally.

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Short Squeez
EconomyEconomy
🍋 Netflix Stuns Wall Street

🍋 Netflix Stuns Wall Street

Plus: Bitcoin decouples from stocks, silver prices have doubled, China’s Nvidia rival up 425%, KKR pushes deeper into sports, and Dimon says Europe has "a real problem."

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