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Elon Explains Bitcoin
Elon Musk calls Bitcoin a ‘physics-based currency’
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Megafunds sign up for midterms
Together with Good Morning, BOJ hinted at a rate hike, top consulting firms froze starting salaries for a third-straight year, Trump pardoned PE fraudster David Gentile, bond investors are seeking shelter in mortgage securities, and Blackstone, Apollo and KKR agreed to a private credit stress test in UK. Vanta is hosting a session for startup …
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Inside the $1.8M Illusion: The Rich Who Don’t Feel Rich
Everyone obsesses over the top 1%, but the more interesting breakpoint, and the one that actually shapes the economy, is the top 10%. The surprising part? What it means to be in that group changes dramatically depending on where you live, what you own, and who you compare yourself to. Here’s the real story behind …
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Strategy vs. JPMorgan
JPMorgan accused of rigging the game against Strategy
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The Last Stretch
Together with Good Morning, We're headed into the final stretch of 2025 with AI bubble jitters catching on to rallying stock markets. But traders are looking to a 'cleaner' month with a Fed rate decision, a re-opened government, and calming volatility. Also, a date center outage at CME disrupted global markets for ten hours on …
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Texas Launches BTC Reserve
Texas kicks off state reserve with $5M IBIT purchase
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Laptops Shut for Thanksgiving
Good Morning, Nvidia and OpenAI are facing AI pressure from Google, RBC is facing accusations of being a “boys club”, Robinhood is making a big push into prediction markets, Abercrombie stock ripped 37% yesterday, and Kevin Hassett (current director of the National Economic Council) is the front runner to replace Jerome Powell. As we head …
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CZ Faces Hamas Allegations
Binance founder CZ accused of facilitating payments to Hamas
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Mamdani Opens the Revolving Door
Together with Good Morning, Mamdani's transition team will include some prominent Wall Street execs, Michael Burry launched a newsletter to share his market research, Ray Dalio says the 'pod shop' hedge fund model is unlikely to last, and Trump just signed an executive order to begin the “Manhattan Project of AI” (*cue epic Oppenheimer soundtrack*) …
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Carry Won’t Save You
The private-equity dream isn’t dead, but the shine is definitely wearing off. For years, the PE pipeline was every analyst’s golden ticket: grind 100-hour weeks in banking, break into a megafund, wait for carry, retire early. That was the narrative. But the path is changing, and younger analysts and associates are starting to rethink the …
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Rich Dad Poor Dad Cashes Out
Tom Lee sees Bitcoin as high as $200k by January’s end somehow
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Subprime Times for Amazon SWEs
Good Morning, BLS canceled the October CPI report, Trump met with Mamdani, hedge funds are scrambling to cover shorts, PE firms are turning to dividend recaps at record pace, McLaren bottled it again, and software engineers were hit the hardest in Amazon layoffs last month. Let's dive in. Before The Bell As of 11/21/2025 market …