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“Claude, open the Strait of Hormuz”
Together with Good Morning, The Iran conflict is causing the largest oil supply disruption ever, Russia is raking $150M/day in extra revenue from surging oil prices, US launched unfair-trade probes to rebuild tariff pressure, and US stocks and global bonds fell to new YTD lows as the Iran conflict escalated. Cognitive Credit published an insightful …
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Binance Sues WSJ
Binance sues Wall Street Journal for Iran defamation
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Exiting into Stealth
Together with Good Morning, Iran struck commercial ships in the Strait of Hormuz, Goldman's private markets clients are glad about the Iran war 'distraction,' JPMorgan cut lending to private credit firms, and the Pentagon is headhunting Wall Street's top bankers for a $200B PE-style 'Economic Defense Unit.' If you actively trade derivatives alongside your buy-and-hold …
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Prediction Market Meets Palantir
Polymarket taps Palantir for sports betting AI monitoring tool
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California Unveils Crucial VC Regulation
Together with Good Morning, A quickly deleted tweet by energy secretary Christ Wright sent oil markets on another wild ride. Elsewhere, Trump is preparing for a 2028 succession, Sergey Brin is bankrolling Republicans for California governor, and California is requiring VCs to ask founders if they are gay. Invest before the IPO. Get access to …
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Nasdaq-Kraken Tokenized Stocks
Nasdaq partners with Kraken for tokenized stocks
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A Fun Weekend for the Oil Longmaxxers
Together with Good Morning, Tail-risk hedges are rallying, CTAs are maxed out on US oil longs, traders are pricing in 2026 rate hikes for Europe, and oil reversed its dramatic rally after Trump signaled an end to the Iran conflict. Diversify beyond volatile stocks and bonds with Percent, a highly democratized private credit market for …
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World Liberty Investors Stuck
Trump’s World Liberty Financial project puts investors in a bind
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Price of the Barrel Going Up
Together with Good Morning, Happy Black Gold Monday to all who celebrate. Happy situation (and portfolio) monitoring to everyone else. Columbia Business School Exec Ed and Wall Street Prep launched a comprehensive online program on AI for Business & Finance, covering everything from GenAI foundations to advanced ML, all while offering access to a global …
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FBI Busts $46M Crypto Hacker
FBI arrests suspect in $46M US Marshals crypto theft
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“If they rise, they rise”
Together with Good Morning, Berkshire resumed buybacks, Robinhood launched an actual platinum card, UAE is exploring freezing Iranian assets, Oracle is planning to cut thousands of jobs, Wells Fargo is free of consent orders for the first time in 15 years, and US is weighing all options to tame oil prices despite Trump's priority on …
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Kraken Breaks Into the Fed
Kraken secures access to Fed’s core payment systems