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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The Clappening v2025
Together with Good Morning, US stocks are getting absolutely hammered, Citadel and Millennium posted losses in February, US paused all military aid to Ukraine, and Citigroup's operations cannot seem to catch a break. BOXABL is on a mission to revolutionize home construction and they're inviting retail investors to help them expand. Check out the offering. …
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Blackstone’s CEO took home a fat bag (again)
Together with Good Morning, General Catalyst is weighing an IPO, SoftBank plans to borrow $24B to fund its AI investments, hedge funds are ramping up short bets, Blackstone's CEO took home $1B, and State Street dropped DEI targets for boardrooms. The State Street decision is particularly ironic because they literally commissioned the Fearless Girl statue …
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Big Four to Big Law
Together with Good Morning, The historic $60B LBO of 7-Eleven collapsed, Berkshire liquidated all S&P 500 ETF holdings, Apollo debuted the first private credit ETF, asset managers are pushing back against aggressive PE debt tactics, and KPMG will launch a US law firm. A team of Zillow execs founded Pacaso to democratize co-ownership of premier …
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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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Corn degens on the way
Sponsored by Good Morning, Jamie Dimon praised DOGE and reaffirmed DEI commitments, stocks FOMO is finally shifting from US to overseas, Citadel Securities is planning a foray into crypto trading, and CME wants to expand commodities trading to retail investors. Invest in institutional-caliber private markets with 10 East, a membership-based investment platform offering targeted exposure …
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What did you do last week?
Together with Good Morning, AI is speeding market reactions to Fed messages, Wall Street is pushing for full-blown PE ETFs, Warren Buffet dropped yet another insightful annual letter, and Musk hit the entire federal workforce with his iconic 'what did you do last week?' email. A team of Zillow execs founded Pacaso to democratize co-ownership …
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Rollin’ in the Credit
Together with Good Morning, US is keenly eyeing Ukraine's minerals, Meta reduced employee stock options despite trading at ATHs, Citigroup ended DEI hiring, Millennium made headlines with a high-profile talent poach, and private credit has fashionably emerged as the newest Wall Street billionaire factory. Move on from the daily deluge of tedious tasks and streamline …
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Private Equity vs Private Credit
Together with Good Morning, Creditors are pushing back against PE deal terms, traders are short-rates vol amid policy uncertainty, China holdings of US debt fell to the lowest since the GFC, Europe and Asia are losing listings to the US, and Microsoft unveiled a breakthrough quantum computing chip. Boxabl is on a mission to revolutionize …
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Super Bowl-Backed Securities
Together with Good Morning, PE may soon securitize ticket sales, recent IPO busts are threatening the next wave of listings, OpenAI's ex-CTO launched a new AI startup, investors are the most risk-on since 2010, and FTX started repaying creditors in a key moment for the crypto industry. GACW is on a mission to future-proof tires …
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Go Big or Go Home
Together with Good Morning, Big banks are pulling down DEI language, BlackRock tied CEO Larry Fink's pay to private markets efforts, Norway's SWF CEO role received 82 applications, Airbnb co-founder Joe Gebbia joined DOGE, and smaller PE firms are struggling to raise money as mega funds expand dominance. Automate your complicated business spend and expense …
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If you can’t beat ’em, buy ’em
Together with Good Morning, Reddit will sell user content to develop data products for hedge funds, a PE bankruptcy once-again exposed flaws in private credit valuations, GameStop is considering investing in Bitcoin, and dealers are flying gold on planes to stockpile amid tariff threats. A team of Zillow execs founded Pacaso to democratize co-ownership of …