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Sign of the Times
Investors are reaching for riskier assets, JPMorgan will expand back office recruiting to non-targets, Ray Dalio warned of US bond market threats, rate cut views remained steady on CPI data, and Microsoft asked China AI employees to relocate amid tensions.
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Gas vs Green: The Battle of the Shorts
An unlikely billionaire is bidding for TikTok, credit assets are outperforming at PE mega funds, Chevron overtook Tesla as the most shorted big-cap, and HSBC and Deloitte are withdrawing UK job offers over new visa rules.
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Meme Stocks and Memecoins
All the defi, crypto, web3 news you need in one scroll
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More Drama on Jane Street
Jane Street traders who shared secrets were salty about pay, investors are most bullish since late-2021, Vanguard named a new CEO, big-name funds are piling into real estate debt, China is considering buying unsold homes, and meme stocks continued their meme worthy rally.
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Roaring Kitty…Roaring Stocks
Retail investors are pulling out of European hedge funds, corporate greed may not be driving inflation, NYSE’s President is bullish on IPOs, and meme stocks soared again as if they never left.
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A Smoking Cuban
All the defi, crypto, web3 news you need in one scroll
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Sunset Over the Renaissance
Covid-era job switchers are less satisfied now, the closing of Trump Media’s auditor may cause IPO delays, US wants to ban certain event derivatives, Fed’s Logan thinks monetary policy is not tight enough, and quant fund legend Jim Simons passed way…RIP to the best to ever do it.
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Crypto Feeling TRiUMPhant
All the defi, crypto, web3 news you need in one scroll
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The Beginning or the End?
BP wants a piece of Tesla superchargers, OpenAI is set to announce a Google search competitor, Bridgewater’s new CEO has ‘rewired’ the hedge fund, Goldman is making the most of Japan’s market rally, and lenders are seeing a bottom for consumers.
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Indian Alternatives Looking Mainstream
Investors are loving Indian healthcare PE and junk bonds, Texas electricity markets are out of control, Sweden became the second rich nation to cut rates, BNPL is generating billions in unaccounted-for debt, and over 85% of the best Covid-era stocks are down since Covid.
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Asset Managers’ Favorite Asset: Bitcoin
All the defi, crypto, web3 news you need in one scroll
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All (Stock) or Nothing
All-stock M&A is at a multi-decade high, quant firms are breaking into fixed-income markets, Goldman expects buybacks to fuel a stock rally, Wall Street bonuses are expected to rise, and Gen Z is brewing an unhealthy relationship with credit cards.