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 … -
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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The MicheLit Guide 2025 – NYC
We are cutting through the noise to give you the real dining playbook. In this edition, we will focus on the go-to restaurants in New York City to swipe that corporate card and celebrate the closing of the billion dollar M&A deal in style. -
Absolute Cinema
Together with Good Morning, Wall Street is warming to retail traders for IPOs, PE giants are hunting for investor relations talent, LTSE wants to end mandatory quarterly earnings, Bessent once again threatened to beat up a White House official, and the Murdoch family's decades-long succession battle was finally settled. The Fall 2025 cohort for the … -
Locked in or laid off?
Together with Good Morning, Tesla offered Musk a $1T pay package, Wall Street is warming to music-backed securities, Trump issued a last warning to Hamas, margin buying in China hit a record high, and US unemployment rose to 4.3% amid a struggling jobs market. Transform your sleep for the better with Eight Sleep, technology trusted … -
Private Credit Turns to Secondaries
Together with Good Morning, Citigroup outsourced all asset management, Trump is making strides in his takeover of the Fed, bond investors are counting on tariff revenues to rein in US debt, OpenAI is planning a jobs platform to take on LinkedIn, and private credit is turning to secondaries markets to fund LP liquidity. Impact investing … -
Ex-Wall Street Millionaire Joins the FDNY
Jonathan Kleisner spent nearly twenty years climbing the ranks on Wall Street, earning more money than most could imagine. Yet despite his financial success, he felt empty. “I was a person who created nothing, gave nothing to anybody,” he later reflected. At 41, he made a bold choice: leave behind the world of finance and …
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Blue Owl Open
Together with Good Morning, Tiger Global disbanded its Europe team, CLO sales are booming, Porsche will exit Germany's DAX index, markets were met with worrying jobs data, Trump is doubling down on Big Tech antitrust, and Blue Owl is sponsoring tennis pros to raise brand awareness among rich individual investors. Let's dive in. Before The … -
It’s IPO Comeback Season
Together with Good Morning, Bankers are prepping for the busiest IPO rush of the year, Bessent will begin Fed chair interviews this week, prop traders made a killing in Q2, Paramount will produce a Call of Duty movie, and investors are bracing for volatility after the summer lull gave way over the long weekend. If … -
Back to Business
Good Morning, We hope you folks enjoyed the long weekend and took some time off for yourselves. Market news was mostly slow, except for an appeals court ruling against US tariffs and another Spirit Airlines bankruptcy. On the brighter side, college football, tennis, and Formula 1 came back in full-force to mark a rather entertaining … -
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! … -
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, … -
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 … -
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 …