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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Hearing Rumors of Pods Blowing Up
Together with Good Morning, Stock market pain is extending to PE and VC firms, CEOs are breaking silence on the trade war, US short sellers are up $127B in one week, global hedge funds are negative YTD, a16z plans to raise its biggest fund ever, and US bond yields are surging after a sharp drop …
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Name’s Bloomberg…Walter Bloomberg
Together with Good Morning, US stock markets suffered another historically volatile day, this time triggered by one troll Tweet. A popular Twitter account by the name *Walter Bloomberg posted a false rumor of tariff relief. The account blamed Reuters, who in turn pointed to CNBC, who erroneously aired an unconfirmed headline on live TV, causing …
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No Crying in the Casino
Together with Good Morning, Global markets continued their freefall after Trump rejected prospects for deals. You know its bad when hedge funds are being hit by the biggest margin calls since Covid… Automate your complicated business spend and expense allocation process with StavPay, the leading fintech software for alternative asset managers. Let's dive in. Before …
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Liberation Day More Like Liquidation Day
Together with Good Morning, US markets emerged as the biggest loser from Trump's sweeping tariffs, with the S&P suffering its second-biggest market cap wipeout ever. The selloff was so deep that L/S funds erased any and all YTD gains in one day. Major players like Citadel aren't doing too good either. Interviews can be a …
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Liberation Day
Together with Good Morning, US announced tariffs on virtually every country in a move dubbed 'Liberation Day.' The name is quite fitting considering how portfolios everywhere are being liberated from capital gains… Elsewhere, HR SaaS startup Deel's spy confessed and snitched on the CEO, PIMCO is offering private credit to governments, and Musk's merger of …
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Tariff Clarity?
Together with Good Morning, Citadel and Millennium extended losses in Q1, a16z is in talks to join the TikTok bid, another proxy firm advised against Goldman execs' pay, bond giants are looking abroad as US optimism fades, and US will announce highly-anticipated tariff plans at 4pm ET today. Deal teams from CVC to Warburg Pincus …
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Y’all Street Is Open for Business
Together with Good Morning, UMich eliminated DEI, middle market M&A is a bright spot in the recent dealmaking slowdown, Deloitte emerged as the biggest loser from DOGE cuts, Zuckerberg is trying to enlist Trump to fight EU regulations, OpenAI closed on the largest private tech funding round ever, and NYSE Texas debuted with its first …
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US Stocks Fail to Keep Up
Sponsored by Good Morning, Blackstone missed targets for its latest buyout fund, PE firms are glutted by unsold firms, Glass Lewis recommended voting against Goldman execs' pay, tariffs are putting Asia's export model to the test, and Europe stocks are outperforming US by record margin as tariff threats heat up. Invest in institutional-caliber private markets …
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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 …