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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Hedge Funds Never Left
Together with Good Morning, Top hedge funds erased losses to turn positive in H1, activist investors are taking a breather, Europe junk bond issuances hit a new record in June, Trump has 'two or three' choices to replace J Pow, and Trump's fiscal agenda passed the Senate. Mizuho America's Head of TMT sat down with …
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Dear Jay Powell,
Together with Good Morning, US stock markets rounded off a positive Q2, Robinhood is going all in on crypto, TikTok's sale will have a PE component, big hedge funds are pushing into private credit, and Trump sent a hand-written note to J Pow demanding "the rate" be lowered to 1%. Alexandr Wang, the new Chief …
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The List
Together with Good Morning, Canada folded on trade talks, Zuckerberg is compiling a secret 'list' of AI superstar recruits, Gen Z is crushing the retirement savings game, Goldman scrapped plans for a hotel brand in Greece, and US stock indexes hit new all-time highs in a welcome milestone ahead of Fourth of July. Streamline all …
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Fartcoin-Backed Securities
Together with Good Morning, Fannie Mae and Freddie Mac will soon consider crypto as an asset when assessing mortgage risk. Did we really not learn anything?? 🤦 Just like any other technology, there's been rapid evolution in the crypto space with institutional growth of stablecoins, political embrace of crypto, ambitious crypto VC, and much more. …
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Never Skip Due Diligence
Together with Good Morning, Jane Street's co-founder was duped into funding AK-47s for a South Sudan coup planned by a Harvard fellow. One slip up in due diligence and next thing you know, you're overthrowing governments 🤦 Also, lots of mixed reactions to the NYC mayor Democratic primary but Twitter sums up the sentiment perfectly… …
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Shell To Acquire BP
Shell is in early talks to acquire BP per the WSJ. The deal could be worth around $80 billion and would potentially mark as the largest oil acquisition of this generation. According to reports, the talks between the representatives are still in the early stages and a representative said discussions are moving slowly. Currently BP …
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Is NYC Cooked?
Together with Good Morning, Congress is planning a tax cut for private credit investors, investment groups are calling for a tax exemption for passive income, JPMorgan is struggling to trade private credit, and Zohran Mamdani won the NYC mayor Democratic primary in a surprise upset. Mizuho's US Industrials Equity Research Analyst Brett Linzey explored the …
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New Recruiting Chief in Town
Together with Good Morning, US markets rallied on de-escalation efforts in the Middle East, hedge funds pumped leverage back to five-year highs, Oman will become the first Gulf nation to levy personal income tax, NYC's Democratic mayor primary has voters on edge, and Zuckerberg is leading the AI recruitment (or poaching🤷♂️) blitz with ultra-ambitious acquisition …
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Thank you for your attention to this matter
Together with Good Morning, The Iran conflict dominated headlines over the weekend, with US successfully striking Iran's nuclear facilities. Thank you for your attention to this matter. Columbia Business School Exec Ed and Wall Street Prep launched a comprehensive online program on AI for Business & Finance, covering everything from GenAI foundations to advanced ML …
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No Off Days for Central Banks🏦
Together with Good Morning, We hope you enjoyed the Juneteenth holiday in whatever capacity you could. Before we dive in, I wanted to invite you folks to the Litquidity Classic on June 28th in NYC. Whether you're signing up a team to compete or grabbing some friends and enjoying the food, drinks, and music, it'll …
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Goldman SPACs
Together with Good Morning, Barclays hired McKinsey to simplify its investment bank, traders are betting on a dove to succeed J Pow, bank execs are counting on S&T to offset a slowdown in dealmaking, and Goldman Sachs lifted its self-imposed ban on SPAC underwriting. Neutral is taking over multi-family real estate development by focusing on …
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Sam vs Satya
Together with Good Morning, JPMorgan's Europe CEO will work from NYC, Centerview was the sole advisor on Meta's $14B Scale AI deal, Millennium is planning its first ever stake sale at a $14B valuation, Blackstone is making a push into financial institutions, and OpenAI considered snitching on Microsoft to the Feds as their partnership hit …