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“We are not a car”
Together with Good Morning, Hedge funds are on track for their best month in a decade, US and Iran may meet again over the weekend, Kering aims to launch luxury Google glasses next year, Musk's Terafab chip project is picking up speed, and Jensen Huang had the most hilarious response to the China national security …
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Allbirds Trades Wool for Silicon
Allbirds spikes 400% in pivot from shoes to AI compute
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Glorious Q1 for Wall Street Traders
Together with Good Morning, US stock indexes hit fresh ATHs despite the US-Iran deadlock. Allbirds also ripped 600% after rebranding to an AI company. American Eagle also rallied on a renewed Sydney Sweeney campaign. Exemplary stock market fundamentals on display here…just ask the Wall Street trading desks…the ones truly benefiting from all the stock market …
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Goldman’s New Bitcoin Play
Goldman Sachs files for bitcoin income ETF in crypto push
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They’re calling it the Great Philosopher Job Market Boom
Together with Good Morning, Fed chair nominee Kevin Warsh disclosed over $100M in assets, Wall Street banks smashed records on the back or Iran volatility, investors are questioning OpenAI's $850B valuation amid strategy shifts, stocks continued to rally on hopes for a US-Iran deal, and Google DeepMind hired a philosopher as it prepares for AI …
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Kraken Data Theft Extortion
Crypto exchange Kraken extorted over stolen data
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Inshallah stocks will rip🙏
Together with Good Morning, Apollo's Josh Harris raised $6B for the biggest debut PE fund ever, software PE giant Thoma Bravo is winding down its growth equity business, Goldman smashed earnings on record equities trading results, OpenAI slammed Anthropic's practices in an internal memo to shareholders, and stocks rallied on rising hopes for productive US-Iran …
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Justin Sun vs World Liberty
Justin Sun and World Liberty Financial trade blows in public feud
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Trump the Pump
Together with Good Morning, Trump ordered a complete blockage of the Strait of Hormuz after US and Iran peace talks failed. Trump also took some time to pump stock tickers on Truth Social. Incredible evolution of market dynamics this year, just when you thought it couldn't get any more absurd. Mizuho published an insightful analysis …
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Mar-a-Lago Memecoin Summit
Trump team schedules Mar-a-Lago memecoin conference
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No Reprieve for Private Credit
Together with Good Morning, Rokos was the only major macro fund to post gains in March, Bill Ackman is planning a fund to bet on investor complacency, Interactive Brokers' founder says there should be no bans on insider trading, Stefano Gabbana resigned as chairman of D&G, and investors requested to pull $20B from private credit …
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Bitcoin Toll for Hormuz Passage
Iran wants Bitcoin payments from oil ships seeking Hormuz passage