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Bad Time to Be Blue Owl
Together with Good Morning, Korea stocks had their best day ever after posting their worst day ever, Morgan Stanley cut 3% of jobs across all major divisions, Blue Owl shorts hit an ATH on private credit fears, Anthropic ARR hit $20B, and Trump said AI companies need 'PR help' after backlash over data centers. On …
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Trump Escalates Crypto Fight
Trump escalates confrontation with banks over crypto agenda
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Bad time to be a Big Mac
Together with Good Morning, Blackstone's flagship private credit fund and McDonald's CEO came under fire yesterday as global markets continue to reel from the Iran situation. BILL just released their latest controller toolkit: an essential reference guide for finance teams looking to increase efficiency, visibility, and control as they scale strategically. Let's dive in. Before …
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Whatever It Takes
Together with Good Morning The Iran strikes continued yesterday while Claude went down. The situation monitors say the events are related. Mizuho's head of America IB Michal Katz shared some insightful thoughts on the AI-led SaaS selloff. Read more below. Let's dive in. Before The Bell As of 3/2/2026 market close. Learn more about the …
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Trump, AI, Iran, and Crypto
Trump orders agencies to dump Anthropic after Pentagon dispute
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Regime Change Ahead of Schedule
Together with Good Morning, A long weekend of monitoring the situation. A long week ahead of monitoring the portfolio (and filling in the Europeans on everything they missed outside work hours)…🤦 Automate your customer service conversations with Bland, the fastest conversational AI in the world. Let's dive in. Before The Bell As of 2/27/2026 market …
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Morgan Stanley Joins the Party
Morgan Stanley plans to offer crypto trading and lending
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Big Invoice Coming Larry Ellison’s Way
Together with Good Morning, Traders are pouncing on tariff refund chaos, Anthropic rejected Pentagon's 'best and final offer,' Wall Street is turning to complex trades to dodge AI implosions, Korea's historic stock rally is getting another boost, and Paramount is set to acquire Warner Bros. after Netflix walked away from the high-stakes bidding war. ICYMI: …
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MrBeast’s Insider Trading Problem
MrBeast employee suspended by Kalshi for insider trading
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Nvidia Beat the Bubble Bears
Together with Good Morning, A hacker used Claude to steal Mexican government data, Anthropic dropped its flagship safety pledge, the global AI data center boom is hitting delays, Trump wants Big Tech firms to build their own power plants, Rothschild will 'monitor the situation' on their CEO's Epstein ties, and Nvidia continued to defy bubble …
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Meta Returns to Crypto
Facebook owner Meta eyes stablecoin integration
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Top Bucket Claude
Together with Good Morning, Jamie Dimon is seeing pre-2008 parallels in credit markets, US DOD is threatening Anthropic to remove its guardrails, US retail investors are fueling a surge in leveraged ETF trading, Bernard Arnault clinched majority ownership of LVMH, a German dentist pension fund blew up, and Anthropic released new Claude tools focused on …