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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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Decentralized GDP
Good Morning, Before we dive in, my events company Palm & Park is partnering with Farsight for another chill happy hour on Tuesday, September 16 in Midtown Manhattan to bring together an exclusive group of experienced IB and PE professionals. Take some time off this unusually busy summer and join us for some laid-back conversations! …
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Still No Answer on China
Together with Good Morning, BlackRock pushed back against politics in pension fund management, M&A activity is booming this summer, Meta Superintelligence is already losing key hires, Porsche is searching for a new CEO, and Nvidia beat earnings but failed to give any clues on their China market. Despite all the tariff noise and market volatility, …
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Trump vs The Fed
Good Morning, Trump's Fed governor firing is headed to the courts, US is eyeing further stakes in defense firms, hedge funds are short volatility, Cracker Barrel scrapped plans for a new logo, and in the most important market news of all, Taylor Swift got engaged to Travis Kelce :/ Let's dive in. Before The Bell …
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Taxpayer-Funded Leveraged Longs
Together with Good Morning, Trump fired Fed governor Lisa Cook, Wall Street hiring has turned bullish, margin debt is at a record high, ETFs now outnumber individual stocks, Abu Dhabi wants to become the 'capital of capital,' and the US government could take stakes in more companies through a sovereign wealth fund. Technically, all Americans …
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Trump Seizes the Means of Production
Together with Good Morning, PE firms are getting ultra creative in their liquidity tactics, Canada will remove retaliatory tariffs on US, Bitcoin is trading like a blue chip stock, Chili's is back on the menu, J Pow hinted at imminent rate cuts, and US acquired a 10% stake in Intel in a highly unorthodox deal. …
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Undervalued Underwriting?
Together with Good Morning, US named its first chief design officer, startup valuations are blowing past historic IPO market caps, BlackRock recommended raising exposure to hedge funds, SEC named a military judge as enforcement director, and strong market debuts are raising questions over cautious bank IPO underwriting. The Wharton Online-Wall Street Prep Private Equity Certificate …
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Intern to CEO Pipeline
Together with Good Morning, Tiger Woods will lead a committee to radically modernize the PGA, healthcare firms are seeing growing activist investor involvement, hedge fund LPs are pushing back against high fees, quants and academics are clashing over use of AI in investing, and Target's new CEO climbed his way up from an intern. Fintechs …
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White House Capital Partners
Together with Good Morning, Tech stocks took a beating yesterday on fears of an AI bubble. Elsewhere, the Trump administration is seeking to take equity stakes in tech giants who received CHIPS Act grants. In part two of M&A corner, Mizuho | Greenhill's Kevin Costantino discusses the growing appetite for institutional investment in the sports …
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Investment Banker Trump
Together with Good Morning, Yesterday was another slow day in markets but headlines came in hot nonetheless with US in talks to become Intel's largest shareholder, Citi's raid on JPMorgan hitting double digits, Dana White confirming a White House cage fight, and Trump brokering a meeting between Putin and Zelenskyy. Procrastinating on taxes after filing …
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Art of the No Deal
Good Morning, A quite uneventful weekend except for a rare Trump-Putin meeting on US soil. No deal was made. Let's dive in. Before The Bell As of 8/15/2025 market close. Click here to learn more about the Litquidity portfolios and subscribe to the strategies on Autopilot.* Markets US stocks slipped from ATHs on Friday on …
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Free Market Communism
Together with Good Morning, Producer inflation data came in hot, private credit funds struggle to find deals, prominent investors are buying the dip in UnitedHealth, 401(k)s are more tied to stocks than ever, and the Trump administration is in unusual talks to acquire a stake in Intel. VC Lerer Hippeau and Litquidity are bringing together …
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No Right on Red -PwC
Good Morning, Trump is down to three or four potential Fed chair picks from a list of eleven, PwC UK installed a traffic-light dashboard to monitor office attendance, global investors are flocking to non-US markets, and PE LPs are pushing back against an over-reliance on continuation vehicles. Let's dive in. Before The Bell As of …