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Big Week for Big Tech (and Nonprofits)
Together with Good Morning, The Fed cut rates and will halt QT, PIF will shift focus away from real estate, Starbucks sales finally rebounded, Nvidia hit a $5T market cap, Alphabet revenue topped $100B, Meta's stock took a beating, and OpenAI may IPO at a $1T valuation. Fall season means it's time for a wardrobe …
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Trump’s New Prediction Market
Trump Media unveils prediction market Truth Predict as Dems look to ban Politicians from trading crypto
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OpenAI Gets Its Way
Together with Good Morning, Jensen had heaps of praise for Trump, Nvidia partnered with Palantir amid a wave of deals, activist investors are pushing for bank M&A, Goldman's CEO sees no 'systemic crisis' in credit markets, and Microsoft hit a $4T market cap after agreeing to terms for OpenAI's for-profit restructuring. Specialized AI tools are …
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Citi Joins The Party
Citi partners with Coinbase to boost crypto payment options for institutional clients
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And Then There Were Five
Together with Good Morning, Trump is down to five candidates for Fed chair, US and China are close to a trade deal, the S&P is set for its best earnings season in four years, UBS applied for a national bank charter, Amazon plans to cut 10% of its corporate workforce, and CFB upsets are causing …
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CZ Walks Free
President Trump pardons Binance founder Changpeng Zhao
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Bull Market Midterms
Together with Good Morning, OpenAI is raw dogging all its deals, hedge funds are betting on tariff refunds, JPMorgan accused Charlie Javice of more fraud, market makers are closing in on banks, and stocks rallied to record highs ahead of a mega earnings week and Fed meeting. UpSlide is bringing together leaders from KPMG, Nomura, …
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Jensen for Mayor
Together with Good Morning, Trump called off troop deployment to SF after Jensen Huang called, KKR's Henry Kravis sees no systemic risk in private credit, investors are cutting allocations to real estate, Blackstone profits surged, CZ got a pardon, and Jamie Dimon cut the ribbon on JPMorgan's new Manhattan HQ. Fall season means it's time …
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Work From the Caribbean
Citadel eyes a new crypto acquisition as senate Democrats probe for answers on Trump’s crypto dealing
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The Reddit Army Never Left
Together with Good Morning, Gold buyers are getting margin called, lenders are strengthening bankruptcy protections amid rising distress, short bets on big private credit BDCs are growing, Meta is already cutting AI jobs, and equity short-sellers are blaming retail investors for getting burned this year. Mizuho published an insightful report on the effects of AI …
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Bitcoin’s race vs Gold
The BTC/gold ratio drops -30% since mid-August
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Private Equity Heads to the Pentagon
Together with Good Morning, The gold bubble seemingly popped, OpenAI is hiring ex-bankers to train AI models, SWFs are driving the biggest M&A deals, Trump canceled his meeting with Putin, Travis Kelce partnered with a hedge fund on an activist campaign, and the US Army is partnering with PE megafunds for a $150B overhaul. Spots …