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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Make Bribery Great Again
Together with Good Morning, US curbed a law banning US firms from bribing foreigners, CFPB froze all work, Trump and DOGE are eyeing the Treasury system, Chinese investors are plowing into Hong Kong, Musk made a $100B bid to take control of OpenAI, and commodities markets felt some shocks after US slapped 25% tariffs on …
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Big Betting Weekend
Together with Good Morning, Evercore overtook Morgan Stanley in dealmaking for the first time ever, Trump wants to end the carried interest loophole, US M&A had its worst January in a decade, Bill Ackman built a $2B stake in Uber, and Eagles dominated the Chiefs to win Super Bowl LIX…but the real winners were probably …
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A Credit Revolution
Together with Good Morning, A Citadel prospectus offered a rare glimpse into the hedge fund's returns, 3% of federal workers accepted the DOGE buyout, bond traders are skeptical of Bessent's 10Y yield pledge, and KKR sees 2025 as credit's 'iPhone moment.' A team of Zillow execs founded Pacaso to democratize co-ownership of premier properties and …
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Focused on the Long End
Together with Good Morning, Apollo and Ares are on a roll, a16z hired Daniel Penny after he beat his NYC subway case, retail investors are breaking all single stock buying records, Google scrapped DEI hiring, and Scott Bessent is focused on lowering 10Y yields instead of Fed rates. IR folks, it's time to stop wasting …
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Layoffs Hit DC
Together with Good Morning, PE is picking a bone with creditors, Morgan Stanley upped its Twitter LBO debt offering, Goldman slashed minimums for its partner alumni fund, China retaliated on US tariffs, hedge funds had their best month in a year on Trump and DeepSeek volatility, and 20k federal workers already accepted DOGE's 'buyout.' See …
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USA Capitol Management🇺🇸🦅
Together with Good Morning, Mexico and Canada folded on US tariff threats, agreeing to boost border security to stave off tariffs. It's gonna be a wild four years for markets if such negotiations become the norm. In other interesting new, US also ordered the creation of a sovereign wealth fund. Automate your complicated business spend …
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Traders Sell the Trade War
Together with Good Morning, US slapped tariffs on key trading partners, Delaware is facing an exodus of public companies, CVC overhauled its US unit after underperforming deals, and Texas Stock Exchange plans to start listing companies next year. Boxabl is on a mission to revolutionize home construction and they're inviting retail investors to help them …
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Everyone Gets a Pardon
Sponsored by Good Morning, PE returns overtook private credit after two years, bankers are offering to do some LevFin deals for free, McKinsey is considering a sale of its in-house wealth manager, OpenAI is in talks to raise funds at a $340B valuation, and SBF's parents are seeking a Trump pardon for SBF. Invest in …
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Anti-Activist KKR
Together with Good Morning, The Fed paused rate cuts, OpenAI accused DeepSeek of IP theft, activists outed CEOs in record number last year, and KKR is establishing itself as a white knight for companies under activist pressure. Take your career to the next step in 2025! Level up your PE skills in Wharton Online–Wall Street …
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AI Bulls Are Here to Stay
Together with Good Morning, Top hedge funds are still bullish on AI after DeepSeek's disruption, retail investors bought record amount of Nvidia in the dip, CZ converted VC Binance Labs into a family office, and a US startup's supersonic jet broke the sound barrier in a historic first. Our thoughts and prayers are with the …
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Rolling in the Deep
Together with Good Morning, AI stocks nosedived yesterday as China's DeepSeek AI outperformed ChatGPT after being built in just two months and with $6M. Big Tech is gonna have a hard time justifying their CapEx spend… IR folks, it's time to stop wasting hours on briefs, letters, and DDQ responses for your routine LP meetings. …
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DeepSeek Spells Trouble for Big Tech
Together with Good Morning, A cheaper and better Chinese AI model has Silicon Valley on edge, corporate America is racing to keep up with executive orders, BOJ raised rates for a third time, London lawyers are flocking to PE, and Starbucks' new CEO made some serious bank in just four months on the job. Master …