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No Job Insecurity Like the Fed Chair
Together with Good Morning, Elliott is now going after PE firms, Goldman posted its best trading quarter ever, JPMorgan is now worth more than its three largest rivals combined, US stocks overtook Europe's benchmark YTD, and Trump secretly considered firing J Pow. Trump also said Coca-Cola agreed to use real cane sugar in US. Seems …
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Crypto Bill Turnaround
Thirteen Republicans voted against a key rule Tuesday but Trump got them back into the room
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Two Different Worlds in VC
Together with Good Morning, US banks saw a rebound in dealmaking and trading, inflation data caused markets to rethink rate cut bets, Jamie Dimon warned on Fed independence, Investors are piling into US tech stocks at the fastest pace in sixteen years, and AI startups are seeing a funding surge while most VCs are struggling …
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JPMorgan Beats Earnings
JPMorgan beat Wall Street expectations for the sixth consecutive quarter, posting strong results across trading and investment banking. Here’s the tale of the tape: • EPS came in at $5.24 (vs. $4.48 est.) • Revenue hit $45.68B (vs. $44.06B est.) The firm’s markets division saw a +15% YoY revenue increase to $8.9B, largely driven by …
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Crypto Week For Congress
Grayscale looks to IPO as soon as possible
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Musk Called to the Principal’s Office
Together with Good Morning, Investment banking is set to extend its worst run in over ten years, European VCs are on pace for their worst fundraising year in a decade, commodity traders are looking at a massive windfall on tariff-fueled trading, and EU will hold talks with X after Grok turned into Hitler. UpSlide and …
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120 Thousand Big Ones
Pump.fun raises $500M in minutes in PUMP token sale
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Twist in Big Tech M&A
Together with Good Morning, SWFs are warming to active management and China, India is on track for a record IPO year, US Treasury posted an unexpected surplus, investors are bracing for a crucial earnings season, and Big Tech is turning to reverse-acquihires to avoid M&A scrutiny in the race for AI growth. Besides their rapid …
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Run baby run
Bitcoin crosses $118,000 and shows no sign of stopping
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Jamie Dimon Gives it Straight
Together with Good Morning, PE giants are increasingly investing in each other's deals, Trump's antitrust enforcers are being lenient on mega M&A deals, private credit firms are pitching more leverage to beat out banks for PE deals, and Jamie Dimon had some harsh things to say about Democrats, Europe, and market bulls. In part one …
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All Time Highs
Bitcoin crosses all time highs and breaks through 112,000
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Investment Banking Loyalists
Together with Good Morning, Musk's Grok AI chatbot went full Hitler, a16z left Delaware and advised startups to follow, Nvidia hit a $4T market cap, TikTok is prepping a US app with its own algorithm, a global regulator said hedge funds should face limits on leverage, and Goldman Sachs is demanding loyalty oaths from analysts …