EconomyEconomy
🍋 Never Bet Against Musk

🍋 Never Bet Against Musk

Plus: Starbucks’ Red Cup Day came in red hot. Elon's mom on her son's relationship with Trump. Blackrock close to buying HPS for $12B, and Mexico warns tariffs will cost 400k US jobs.

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EconomyEconomy
🍋 The New Zoom

🍋 The New Zoom

Plus: Rivian got $6.6 billion from US govt, Citi called Financial Times fake news, and airlines made $12.4 billion from seat selection fees alone over six years.

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Private EquityPrivate Equity
🍋 Macy's Worker Hid $154 Million

🍋 Macy's Worker Hid $154 Million

Plus: Trump pledged more tariffs on China, Mexico, and Canada. DB raised its S&P 500 target to 7,000, and Citi is offering special bonuses to keep employees from leaving.

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EconomyEconomy
🍋 Americans See Ideal Salary at $270K

🍋 Americans See Ideal Salary at $270K

Plus: Trump picked hedge fund manager Scott Bessent to run the Treasury, and TikTok CEO is reportedly seeking Elon Musk's advice on Trump’s second term.

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InsidersInsiders
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Insiders:💰 Trump 2.0
Premium

Insiders:💰 Trump 2.0

The results of the US elections are quickly being absorbed by financial markets, propelling US equity indices to new highs.

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EconomyEconomy
🍋 Gensler Out as Bitcoin Inches to $100K

🍋 Gensler Out as Bitcoin Inches to $100K

Plus: the DOJ wants Google to divest Chrome, Trump Media exploring a crypto payment service, and Ken Griffin on tariffs.

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TechTech
🍋 Nvidia Dips Despite Beat

🍋 Nvidia Dips Despite Beat

Plus: Bill Hwang got 18 years in prison, Adani charged in $250M bribe, Elon unveiled his DOGE vision, Target missed bigtime and FTX CTO dodged jail time.

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Investing PremiumInvesting Premium
🤝 Insiders: Bitcoin or Gold?
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🤝 Insiders: Bitcoin or Gold?

This week we're breaking down investing in Bitcoin or Gold - which is the better hedge against inflation, and which belongs in your portfolio.

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Investment BankingInvestment Banking
🍋 Wall Street Heads to Washington

🍋 Wall Street Heads to Washington

Plus: Nvidia reports earnings today, Apollo CEO is the favorite to be the next Treasury secretary, and Delta will serve Shake Shack on flights with a catch.

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Investment BankingInvestment Banking
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🍋 Blackstone’s $8B Jersey Mike’s Deal

🍋 Blackstone’s $8B Jersey Mike’s Deal

Plus: Trump is buying a crypto exchange, Spirit Airlines filed for bankruptcy, and HSBC managers are now required to reinterview for their positions.

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Private EquityPrivate Equity
🍋 Carry's Coming Back

🍋 Carry's Coming Back

Plus: Wall Street analysts scale back earnings forecasts as some investors bet on a market melt-up, Powell in no hurry to cut rates, Palantir will join Nasdaq, McDonalds E. coli damage control.

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InsidersInsiders
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Insiders:💰 Can This Equity Bull Market Last?
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Insiders:💰 Can This Equity Bull Market Last?

Wellington Management focuses on the indicators of whether the market may come to an end or keep running.

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