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EconomyEconomy

🍋 McKinsey Replaces MBAs With AI

Plus: America's 560k new millionaires, JPMorgan will let clients borrow against crypto, and Thoma Bravo raises a massive $34.4B across three funds.

Short Squeez

🍋 Musk vs. Mega Bill

Plus: Nvidia reclaims world's most valuable company, PE's backlog nears 30,000 unsold companies, Wells Fargo allowed to grow again after scandal, and Temu down bad.

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Private EquityPrivate Equity

+1+1

🍋 Wall Street’s New Pariah

Plus: Subway-owner buys Dave's Hot Chicken for $1B, Equinox and SoulCycle sued for making it hard to cancel memberships, and are AI data centers the next bubble?

Short Squeez

EconomyEconomy

🍋 McKinsey Replaces MBAs With AI

Plus: America's 560k new millionaires, JPMorgan will let clients borrow against crypto, and Thoma Bravo raises a massive $34.4B across three funds.

Short Squeez

🍋 Musk vs. Mega Bill

Plus: Nvidia reclaims world's most valuable company, PE's backlog nears 30,000 unsold companies, Wells Fargo allowed to grow again after scandal, and Temu down bad.

Short Squeez

Private EquityPrivate Equity

+1+1

🍋 Wall Street’s New Pariah

Plus: Subway-owner buys Dave's Hot Chicken for $1B, Equinox and SoulCycle sued for making it hard to cancel memberships, and are AI data centers the next bubble?

Short Squeez

Investment BankingInvestment Banking

🍋 Sports Valuations Double in 3 Years

Plus: S&P 500 posts best month since 2023, 78% companies beat earnings, Zuck's made $1B in Meta dividends, and Jamie Dimon is sounding the alarm on the bond market.

Short Squeez

InsidersInsiders

+1+1

Insiders:💰 Gold Prices To Record Highs?

Goldman Sachs Research expects gold prices to be propelled by multi-year demand from central banks.

Short Squeez

500,000 Followers Under Management

Thank you for 500K on Instagram and 1M+ across all platforms.

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Investment BankingInvestment Banking

🍋 The $5B Lesson in Compliance

Plus: Trump and Powell finally meet, Grammarly raised $1B from General Catalyst, Victoria's secret goes dark after security breach, and Apollo partners with major U.S. banks.

Short Squeez

EconomyEconomy

🍋 TACO Trade

Plus: Nvidia beats earnings (yawn), stock pops 5%, Trump’s reciprocal tariffs get blocked, Elon exits the White House, and Hailey Bieber lands a unicorn exit.

Short Squeez

Private EquityPrivate Equity

🍋 Private Equity Recruiting Madness

Plus: PE fundraising plunges 35%, Citadel Securities profits jump 70%, McKinsey cut more than 10% of its staff, and Salesforce bought Informatica for $8 billion

Short Squeez

Private EquityPrivate Equity

🍋 Take-Private Market Heats Up

Plus: Crypto is burning the haters, RedBird buys The Telegraph, Jamie Dimon keeps slamming remote work, Alex Karp sells PLTR stock, and Booz Allen cuts 2.5K jobs.

Short Squeez

InsidersInsiders

+1+1

Insiders:💰 When Will Robots Go Mainstream?

We’ve barely scratched the surface of the total opportunity in robotics.

Short Squeez

Investment BankingInvestment Banking

🍋 Bonus Cuts for Remote Workers

Plus: End of penny production, Fannie Mae and Freddie Mac stocks mooning, OnlyFans eyes a $8 billion sale, and 'buying the dip' might be a guy thing.

Short Squeez

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