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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End of an Era
Together with Good Morning, Warren Buffett will step down as Berkshire CEO, Trump said he won't fire J Pow, short sellers are betting against private credit lenders, PE fundraising fell to the lowest in a decade, and UK banned retail degens from levering up on crypto. MainGrid Infrastructure recently spunoff from Chicago Atlantic to offer …
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China at the Table
Together with Good Morning, S&P 500 index funds saw the highest inflows ever in April, hedge funds delivered strong returns in last month's market chaos, LPs are increasingly borrowing against their PE holdings, and China is assessing potential trade talks with US. The Wharton Online-Wall Street Prep Private Equity Certificate Program is back! Level up …
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Muddy Waters
Together with Good Morning, Junior banker work conditions are back in the spotlight, Tesla is rumored to have launched a search to replace Musk, US stocks clawed back almost all losses from 'Liberation Day,' and US GDP growth came in negative in a complicated reading. Top firms like Evercore and CVC already use Mosaic to …
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Hide the Price Tag
Together with Good Morning, Accounting firms are turning to India amid an accountant shortage, hedge funds are confidently shorting US stocks, Thoma Bravo is chasing deals regardless of market conditions, firms are yanking guidance in numbers, and the White House lashed out at Amazon's idea to display tariff costs. Whether you work with early-stage startups …
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Goldman & Co.
Together with Good Morning, ESG fund outflows hit a record, US is investigating Harvard for racial discrimination, another private credit-funded LBO hit the restructuring arena, India is emerging as a bright spot in the global trade war, and Goldman Sachs is advising countries on US trade talks. One-time sales evolved to subscription-based models and subscription-based …
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These Interns Are Getting Younger
Together with Good Morning, Deel countersued Rippling, Point72 closed an EM trading pod, PE firms are warming up to defense assets, US bond funds saw the first weekly inflow in six weeks, and Pepsi's CEO took questions from a child analyst in a wholesome 'take your child to work' moment. Bigdata.com's new AI research agents …
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Twenty-Five Years Too Late
Together with Good Morning, US CEO pay hit a record high on soaring stock awards, Andurand's legendary commodities fund is down 52% YTD, Norway's $1.7T wealth fund is bucking institutional investor trends by doubling down on US stocks, and Yahoo is willing to buy Google Chrome if Google is forced to sell. Tune in to …
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Jane Street > Wall Street
Together with Good Morning, Berkshire Hathaway is sitting on 5% of all US T-bills, AQR is increasingly employing AI/ML in investing, Bridgewater's CIOs warned of massive risks to US assets, and Jane Street overtook BofA and Citigroup in trading revenue. Automate your complicated business spend and expense allocation process with StavPay, the leading fintech software …
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Trump-Powell Situationship
Together with Good Morning, A China trade deal may be coming soon, banks are pushing for LBO financings despite hung debt, hedge funds are dumping discretionary consumer stocks, and Trump confirmed that he has no intent to sack J Pow. Accelerate and streamline your M&A workflows like never before with SS&C Intralinks. Learn more below! …
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Scapegoat Powell
Together with Good Morning, Pope Francis passed away, Trump doubled down on his intent to sack J Pow, Techstars will mirror Y Combinator's funding terms, Yale is committed to new PE relationships despite secondaries sales, and Moody's and MSCI will start tracking private credit risk. Plaid just released their 2025 Consumer Finance Trends Report, covering …
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The Layoff of the Century
Together with Happy Easter Monday! We hope you enjoyed the Easter long weekend, relaxing with the folks and taking some time off the grind. While most of us were away, Wall Street remained active with some eye-catching headlines. Trump studying ways to fire J Pow, Yale's endowment offloading almost its entire buyouts portfolio, and Chinese …
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Marriages Getting Margin Called
Together with Good Morning, Musk is seemingly competing with Genghis Khan in the children department, Harvard is under serious pressure from the Trump administration, Saudi firms are unfazed by volatility in their IPO plans, and couples are slashing wedding budgets amid the stock market rout. Automate your complicated business spend and expense allocation process with …