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Inflation is a Hoax
Together with Good Morning, Wall Street wants in on new 'Trump Accounts' for babies, Binance launched a crypto app for kids, Citadel debuted a new AI tool for equities research, hedge fund leverage is near record highs, bond investors warned the Treasury against Hassett for Fed chair, and Trump called the affordability crisis a hoax. …
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BofA’a Crypto Call
Bank of America endorses 4% crypto allocation to portfolios
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Wed 12/3
Together with Good Morning, Harvard got clapped on a $500M Bitcoin bet, Michael Dell donated $6B to fund US's children investment accounts initiative, EQT may raise LP fees as retail cash flows, and OpenAI will shift all focus to ChatGPT in a 'code red' as Google threatens its dominance. Reserve your spot for BILL's controller …
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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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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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Rich Dad Poor Dad Cashes Out
Tom Lee sees Bitcoin as high as $200k by January’s end somehow