EconomyEconomy
🍋 AI’s Leverage Party

🍋 AI’s Leverage Party

Plus: U.S. stocks stumble to their worst relative start since 1995, Super Bowl winners hit the market for $10B, David Solomon warms to Bitcoin, and JPMorgan keeps expanding.

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Investment BankingInvestment Banking
🍋 Goldman Ditches DEI

🍋 Goldman Ditches DEI

Plus: Palantir is moving to Miami, Thrive Capital raised $10B for its largest fund yet, and how much athletes will earn for medals at the 2026 Winter Olympics.

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InsidersInsiders
+1+1
Insiders:💰Private Equity Outlook 2026
Premium

Insiders:💰Private Equity Outlook 2026

Plus: Beneficiaries of the AI boom, private credit outlook, and strangest financial stories.

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Private EquityPrivate Equity
🍋 SaaS Bravo

🍋 SaaS Bravo

Plus: Gen Z trading home ownership for stock market, Ferrari hires legendary iPhone designer for its first EV, and what really happens when you stop taking Ozempic.

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Short Squeez
Private EquityPrivate Equity
🍋 PE on Academic Probation

🍋 PE on Academic Probation

Plus: Anthropic’s Super Bowl ad drove an 11% user surge, SpaceX eyes dual-class IPO structure, the top 6 bankers made $250M in 2025, and Gen Z is splurging on luxury.

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Short Squeez
EconomyEconomy
🍋 From Free to Fee

🍋 From Free to Fee

Plus: Anthropic raised $30B at $380B valuation, Morgan Stanley paid Ted Pick $45M in 2025, and the Fortune 500 CEO who believes in pain and suffering.

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InvestingInvesting
🍋 Ackman All-In On Meta

🍋 Ackman All-In On Meta

Plus: Wall Street bonuses saving NYC, real estate stocks get crushed on AI fears, junior analysts teaching boomer MDs AI, and private equity braces for a SaaSpocalypse.

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Short Squeez
EconomyEconomy
🍋 Bonus Szn Hits the Beach

🍋 Bonus Szn Hits the Beach

Plus: Wealth manager stocks get crushed, Blackstone increases Anthropic stake, Vatican Bank launches stock indexes, and McKinsey hands off its investment arm.

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Short Squeez
InsidersInsiders
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Insiders:💰We Are Not in an AI Bubble
Premium

Insiders:💰We Are Not in an AI Bubble

Plus: Top geopolitical trends of 2026, the sleep cycle hack, and the story of Uber.

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Investment BankingInvestment Banking
🍋 The Petition That Changed Nothing

🍋 The Petition That Changed Nothing

Plus: Apollo sets lending record, Sydney Sweeney rings the bell, NYC private school tuition set to top $70K, and Databricks completes raise at $134B valuation.

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Investment BankingInvestment Banking
🍋 Bonus Season is Back

🍋 Bonus Season is Back

Plus: Dow 50k, Goldman is automating back office roles with Anthropic, Waymo is run by remote workers in the Philippines, and Goldman warns the stock selloff isn’t over.

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Short Squeez
InvestingInvesting
🍋 Direct Deals, Indirect Consequences

🍋 Direct Deals, Indirect Consequences

Plus: Anthropic cooks FactSet and S&P Global stocks, KKR dives into pro sports, SpaceX gears up for IPO, HSBC swings the bonus axe, and a $7B hedge fund fortune is on the line.

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