KNOWLEDGE DROP
RESOURCES
Aug 12, 2026
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6 min read
Plus: Apollo is bankrolling the Yankees, Bezos is buying into Liverpool, and CoreWeave doubled its revenue.
Aug 11, 2026
7 min read
Plus: Ackman's janitor is a millionaire, Blackstone is buying into a struggling airline's loyalty program, and Zuckerberg wrote 6,500 words about AI.
Private Equity
Aug 10, 2026
Plus: The jobs report missed badly, private credit defaults hit a record, and inside one of Berkshire’s first big post-Buffett bets on housing.
Aug 7, 2026
Plus: Apollo outbid Castlelake on easyJet, Aschenbrenner invested $400 million a week after his fund nearly collapsed, and mortgage rates hit a new high.
Aug 6, 2026
Plus: SpaceX is at an all-time low, BC is eyeing LIV Golf, and the four biggest hedge funds were hit with cyberattacks in the same week.
Insiders
+1
Aug 5, 2026
3 min read
Plus: The pulse of private equity, hedge fund outlook, and why feeling poor makes the rich spend more.
Plus: Airtable went from $11.7 billion to $2.25 billion, SpaceX disappointed on its first earnings report, and Jefferies keeps finding new problems in the same fund.
Aug 4, 2026
Plus: JPMorgan is committing $750 billion to housing, Palantir's commercial revenue nearly tripled, and boomers are sitting on $1 trillion in unwanted art.
Aug 3, 2026
Plus: Musk lost $646 billion from his peak net worth, Jefferies keeps finding new private credit problems, and Ares just had its best fundraising quarter ever.
Jul 31, 2026
Plus: Jersey Mike's stumbles on IPO day, US economic growth slowed unexpectedly but Microsoft had its best day in nearly two decades.
Jul 30, 2026
Plus: The Fed held but three officials dissented, Anglo is offloading De Beers at a fraction of what it paid, and DoorDash is building its own drones.
Jul 29, 2026
Plus: Apple hit $5 trillion, a former Citi banker got 30 years, and nearly half of New York's bus riders aren't paying.
