EconomyEconomy
🍋 Capital One’s $5B Hedge

🍋 Capital One’s $5B Hedge

Plus: Trump sues JPMorgan for $5B, Goldman raised Gold forecast, retail traders keep buying the “Sell America” dip, and banks line up for the hottest IPO of the year.

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InvestingInvesting
🍋 The Deal Buffett Couldn’t Fix

🍋 The Deal Buffett Couldn’t Fix

Plus: TACO trade is back, Susquehanna already has ~60 traders focused on prediction markets, and Apollo co-founder's debut PE fund surpassed its $4B target.

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Short Squeez
EconomyEconomy
🍋 “Sell America” Trade Is Back

🍋 “Sell America” Trade Is Back

Plus: BofA dishing out equity to employees, the messy drama at Mira Murati's AI startup, even top MBAs are struggling to find jobs, and Andreessen Horowitz is betting $3 billion that AI isn’t a bubble.

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Short Squeez
EconomyEconomy
🍋 Musk vs. Ryanair

🍋 Musk vs. Ryanair

Plus: $100M+ moonshot CEO pay packages aren’t paying off, Sequoia breaks a VC taboo, and AI unicorn founders are getting younger, with the average founder now just 29.

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Short Squeez
EconomyEconomy
🍋 Ads Coming for ChatGPT

🍋 Ads Coming for ChatGPT

Plus: Trump attacks Jamie Dimon over Fed remarks, Greenland tariffs just dropped, 401(k) money for mortgage down payments, and computer memory prices expected to rise 50%.

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Investment BankingInvestment Banking
🍋 Goldman Breaks Its Own Record

🍋 Goldman Breaks Its Own Record

Plus: Nike is going pickleball, MrBeast gets a $200M investment, weight-loss drugs are bullish for airlines (per Jefferies), and TSMC sends AI stocks higher.

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Short Squeez
EconomyEconomy
🍋 VC’s Megafund Moment

🍋 VC’s Megafund Moment

Plus: Verizon down bad, what Greenland could cost, Blackstone’s 401(k) moment, and McKinsey will require job candidates to use an AI chatbot in interviews.

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Investment BankingInvestment Banking
🍋 Deal Season is Back

🍋 Deal Season is Back

Plus: JPMorgan falls after investment banking miss, Elon gives Iran free internet access, Kirkland in hot water and hedge funds post best year since the financial crisis.

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Investment BankingInvestment Banking
+1+1
🍋 Zuck Hires a Goldman President

🍋 Zuck Hires a Goldman President

Plus: The Lazard banker who made $41M on insider tips, gold and silver keep ripping, Paramount sues Warner Bros., and PE dumps old fund stakes to return cash to investors.

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InsidersInsiders
+1+1
Insiders:đź’°4 Investing Ideas for 2026
Premium

Insiders:đź’°4 Investing Ideas for 2026

Plus: Crypto market outlook, equity outlook, and greatest crash in Wall Street history.

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EconomyEconomy
🍋 Powell Claps Back

🍋 Powell Claps Back

Plus: Trump calls for cap on credit card interest rates, Meta going nuclear, D1’s private portfolio jumped 39% last year, and Rolls-Royce stock is on a tear.

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Short Squeez
InvestingInvesting
🍋 World's Most Positive Hedge Fund

🍋 World's Most Positive Hedge Fund

Plus: $100K payment for each Greenland resident, Soho House’s $2.7B take-private in trouble, and Ozempic users regaining weight after getting off the pill.

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