Archive

🍋 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.

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Economy

Sep 17, 2026

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7 min read

🍋 Warsh Hikes

Plus: Hardware is back in fashion, Apollo is flagging risk in hyperscaler debt, and companies can't explain what their AI spending is returning.

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Insiders

Sep 16, 2026

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2 min read

Insiders:💰 How To Live Off Of Your Portfolio

Plus: The math behind price targets, where are the jobs, and unicorn founders.

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Economy

Sep 16, 2026

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6 min read

🍋 $5k to Skip the Airport

Plus: Americans are handing over their stock portfolios to AI agents, Wall Street is questioning how long the data center boom lasts, and hedge funds are becoming the Treasury market's new anchor.

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Investment Banking

Sep 15, 2026

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6 min read

🍋 AI Banking Boom Hits a Pothole

Plus: Trump wants a "STRONG AND SMART" president as the only AI guardrail, private credit defaults just hit a new record, and boom-era PE funds are starting to miss their promises.

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Investing

Sep 14, 2026

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7 min read

🍋 Wall Street Wants Anthropic’s Millionaires

Plus: Leaders of three of the biggest AI companies agree they need to slow development, Blackstone is being sued over rent-stabilized apartments, Apollo is eyeing a $20 billion J&J deal.

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Investing

Sep 11, 2026

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6 min read

🍋 Florida's New VC Boom

Plus: OpenAI targets work of Wall Street junior bankers, Bending Spoons acquires Miro for $1.36 billion, and the little-known UAE investor betting big on Musk.

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Investing

Sep 10, 2026

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6 min read

🍋 From Mayfair to Mykonos

Plus: Anthropic researcher says AI has >10% chance of ‘killing all humans’ after colleague quits, Bay Area AI workers don't know how to spend their money, and Harvey just raised at $15.5 billion.

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Investing

Sep 9, 2026

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6 min read

🍋 The Anti-AI Trade

Plus: Millennium is closing in on $100 billion, Trump admin wants to lift PE bribery guardrails, and Apollo's portfolio companies pay a premium to borrow.

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Investment Banking

Sep 8, 2026

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7 min read

🍋 Goldman’s Secret Weapon

Plus: Hunter Biden is launching a meme coin, women drove nearly all of August's job gains, and Anthropic is closing in on a $2 trillion IPO.

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Insiders

Sep 7, 2026

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2 min read

Insiders:💰 Global Inflation Crisis

Plus: Stock market bubble, the curse of knowledge, and crypto sentiment.

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Private Equity

Sep 4, 2026

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6 min read

🍋 PE-Backed Tacos

Plus: Nvidia is buying Hugging Face, Blackstone is rationing redemptions for the second time, and Bitcoin crossed $80,000.

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🍋 PE’s Exit Problem Just Got Worse

🍋 Warsh Hikes

Insiders:💰 How To Live Off Of Your Portfolio

🍋 $5k to Skip the Airport

🍋 AI Banking Boom Hits a Pothole

🍋 Wall Street Wants Anthropic’s Millionaires

🍋 Florida's New VC Boom

🍋 From Mayfair to Mykonos

🍋 The Anti-AI Trade

🍋 Goldman’s Secret Weapon

Insiders:💰 Global Inflation Crisis

🍋 PE-Backed Tacos

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