Investment BankingInvestment Banking
🍋 JPMorgan Cooling on Nuclear Hype

🍋 JPMorgan Cooling on Nuclear Hype

Plus: BlackRock’s $40B AI deal, David Solomon warning of stock “drawdown" in the next year or two, Gold & Bitcoin both hit record highs, and Diddy wants to drop an AI platform.

Short Squeez
Short Squeez
InvestingInvesting
🍋 Buffett’s Last Dance?

🍋 Buffett’s Last Dance?

Plus: Bridgewater on track for best year since 2010, Steve Schwarzman feuding with British neighbors, and a deep dive on the mysterious Jane Street billionaire.

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Short Squeez
Private EquityPrivate Equity
🍋 How Many PE Funds?!

🍋 How Many PE Funds?!

Plus: Elon Musk is halfway to becoming the world’s first trillionaire, OpenAI is now worth as much as him with a $500B valuation, and Poland is offering €2,000 baby bonuses.

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Short Squeez
Knowledge PremiumKnowledge Premium
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Insiders:💰 Crypto’s Resurgence
Premium

Insiders:💰 Crypto’s Resurgence

Plus: Don't miss the end of year rally and is NVIDIA paying to sell its own chips?

Short Squeez
Short Squeez
EconomyEconomy
🍋 The Run Club Economy

🍋 The Run Club Economy

Plus: Chamath's new SPAC is 5x oversubscribed according to him, Citi requiring workers to master AI-prompt writing, and Ken Griffin gets the green light for Midtown’s tallest tower.

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Short Squeez
Investment BankingInvestment Banking
+1+1
🍋 Biggest LBO Ever

🍋 Biggest LBO Ever

Plus: JPMorgan’s $20 billion win over private credit, Forbes 30u30 alum gets seven years in prison for defrauding JPM, and Robinhood continues its generational run.

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Short Squeez
EconomyEconomy
🍋 Hedge Fund's Free Agency Era

🍋 Hedge Fund's Free Agency Era

Plus: Largest ever LBO could be announced this week, Vista is underwriting debt for portcos and collecting fees, start-ups go shoeless, and Apple tests a ChatGPT-like app.

Short Squeez
Short Squeez
🍋 Blackstone's British Bet

🍋 Blackstone's British Bet

Plus: HSBC's big quantum breakthrough, TikTok US valued at $14 billion, KKR deploying a record $20B in Europe this year, and Blackstone weighing options for Ancestry.com.

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Short Squeez
Investment BankingInvestment Banking
🍋 Red-Hot Job Market for MDs

🍋 Red-Hot Job Market for MDs

Plus: Alibaba popped 8% on new AI model, Lithium Americas jumped 95% on potential govt stake, AI can now pass the toughest CFA, and Stripe valuation hit $106.7 billion.

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Short Squeez
InvestingInvesting
🍋 Powell: Don’t Get Greedy

🍋 Powell: Don’t Get Greedy

Plus: KKR, Blackstone make $17B AI bets, Nvidia’s latest headache is sitting on too much cash, Tether's $500B valuation and OpenAI’s first data center is open in Texas.

Short Squeez
Short Squeez
EconomyEconomy
🍋 Private Equity Goes Yachting

🍋 Private Equity Goes Yachting

Plus: A new meme stock dropped, Nvidia investing $100B in OpenAI, Oracle named two new co-CEOs and will control TikTok’s algo & marriage is fast turning into a luxury good.

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Short Squeez
InvestingInvesting
🍋 xAI Raising Billions, Losing Leaders

🍋 xAI Raising Billions, Losing Leaders

Plus: $100K H-1B fee sparks confusion and panic, SMBC ups its stake in Jefferies to 20%, Dalio is bullish on gold, and is the lock-in season trend valuable or just hype?

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Short Squeez
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