Featured
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Nvidia (probably) saved the day
Together with Good Morning, Nvidia's crucial earnings beat didn't do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia's earnings today to change the tide. Automate your complicated business spend and …
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When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
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Business School Is Back
Together with Good Morning, US corporate profits surged to a record high in Q4, DOJ launched a deregulatory task force, CoreWeave's IPO underwhelmed, and MBA applications rebounded after years of declines. Bitcoin Depot, the biggest Bitcoin ATM network in North America, has its eyes set on global expansion and wants the key retail trader segment …
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Street of Uncertainty
Together with Good Morning, Majority of CFOs expect a recession this year, Robinhood set its eyes on banking, HSBC conducted the most ruthless job cuts ever, US may use tariffs to negotiate a TikTok deal, average Wall Street bonuses hit a record high, and investments banks are suddenly looking at layoffs amid rising uncertainty. Tune …
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No Mercy for the Buffers
Together with Good Morning, AQR slammed buffer ETFs as investment failures, PwC delayed payouts for retiring partners in Hong Kong and China, Kroger countersued Albertsons over their collapsed merger, and five bankers will stand trial in Germany's first Cum-Cum case. Streamline virtually all your investment processes with BlueFlame AI, a bespoke enterprise AI for alternative …
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D&A Write-Offs
Together with Good Morning, No CEOs made $100M for the first time in a decade, wealthy Americans are seeking refuge from Trump in Swiss banks, Trump team's war plan group chat mistakenly added a journalist, and PE firms are pushing to include D&A to the earnings formula that determines tax rates. Planful's latest eBook dives …
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DOI Is the New DEI
Together with Good Morning, Hedge funds are shorting US stocks while loss-making retail degens are doubling down, US markets chaos is boosting appeal of Chinese corporate debt, EM investors are raising FX risk, and JPMorgan renamed DEI to DOI. With March Madness in full effect, BlueFlame AI and Litquidity are hosting a watch party on …
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Burrito-Backed Securities
Together with Good Morning, Retail traders are reviving 'meme stock' mania versus hedge funds in Europe, UBS threatened to leave its Swiss HQ, Boston Celtics got acquired in the biggest sports deal ever, and DoorDash signed a deal with Klarna to offer BNPL. Master your modeling and valuation skillset and accelerate your Wall Street career …
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Market Madness❌ March Madness✅
Together with Good Morning, It's finally March Madness folks! BlueFlame AI and Litquidity are hosting a watch party on March 27th from 6-9pm at Stag's Head, NYC. It's gonna be a great time with an open bar and food. Shut those laptops early and join us if you're in town! RSVP here. Powered by Palm …
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A Mega VC Windfall on Wiz
Sponsored by Good Morning, Investors cut allocations to US stocks by the most ever, all 'Mag 7' stocks turned negative YTD, Morgan Stanley will lay off 3% of employees, SpaceX returned the stranded NASA astronauts to Earth, and early VCs are set to make 200x returns on Wiz after Google acquired the startup for $32B. …
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Espionage as a Service
Together with Good Morning, We've got you the best daily markets roundup as usual but an HR SaaS startup planting a spy at a rival who was then deleting evidence while hiding in a bathroom after being bait-trapped and caught is just not something we had on our bingo cards. Bitcoin Depot, the biggest Bitcoin …
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It’s Four-Thirty Somewhere
Together with Good Morning, Stocks had a rough week despite Friday's relief rally, US consumer sentiment fell to a two-year low, Goldman's top execs got a 30% pay bump, Asia hedge funds are outperforming US peers, and workdays have gotten significantly sharper in a sign of efficiency and balance. Streamline virtually all your investment processes …
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Hedge Funds Are Sitting Out
Together with Good Morning, Hedge funds are slashing stock bets and leverage, Canadian consumers are boycotting US goods, Gold hit a new ATH, Trump's family held talks for a stake in Binance, and Putin is open to US-backed Ukraine ceasefire deal. Tune in to a conversation with ex-NEA partner Vanessa Larco to discuss evolving perspectives …
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Fiscal Woes Dodge DOGE
Together with Good Morning, Blackstone and Goldman CEOs are bullish on tariffs, private credit firms are expanding restructuring teams as bankruptcies surge, hedge funds are paying $1M for weather modelers, Intel named a new CEO, federal spending hit a new record on high interest, and DOGE has had zero visible impact on government spending yet. …