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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“OK Claude, become the best AI. Make no mistakes”
Together with Good Morning, Trump paused his bid to 'end a whole civilization,' Musk is seeking to oust Sam Altman as OpenAI CEO, and Anthropic suddenly blew past OpenAI in revenue while revealing a new model that they won't fully release due to how powerful it is. Speaking of Anthropic, F2's AI platform for private …
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Trump needs to call in Citrini
Good Morning, PE LBOs slumped in Q1, BlackRock filed to launch a Nasdaq-100 ETF, Jamie Dimon warned of larger-than-feared private credit losses, and Trump went berserk with threats against Iran if Hormuz isn't opened by a deadline tonight*. *Stocks were up on the news after Citrini Analyst #3 shared Hormuz Strait intel straight from the …
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A Whole New Level to Hedge Fund Research
Together with Good Morning, Trump 'praised Allah' in Easter day threats against Iran, Musk is requiring SpaceX's IPO advisors to use Grok, Bill Ackman is seeking our advice on Twitter, Jamie Dimon is eyeing a media venture post-JPMorgan, KKR raised its largest buyout fund ever, OpenAI acquired TBPN, multi-strats got hammered in March, and Citrini …
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Deal chaos? SS&C Intralinks has entered the chat
Together with Good Morning, Jamie Dimon thinks US must prioritize success in Iran over markets, Chinese government bonds are emerging as the lone war haven, three teens are facing terrorism charges for the foiled BofA Paris bombing, and SpaceX is officially kick-starting this year's mega IPO wave. My newsletter intern will be taking a break …
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March Dips Bring April Rips
Together with Good Morning, US stocks absolutely rocketed on reports of Trump planning a swift end to the Iran war. Warmer weather means its time for a wardrobe upgrade…and there's no better way than to start with some fresh pairs of amberjacks. Snag some new pairs and transform your shoe game in time for summer. …
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Blackstone? The Hedge Fund Manager??
Together with Good Morning, Air Canada's CEO resigned over his failure to speak French, Delaware's top corporate judge reassigned Musk's cases after expressing bias on social media, Blackstone is planning a multi-strat hedge fund for individual investors, and AI satellite startups are gaining traction with investors ahead of SpaceX's IPO. Let's dive in. Before The …
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Partying like it’s 2008 (??)
Together with Good Morning, The Iran situation is likely to drag on for worse as Trump weighs ground operations. But amid the Iran, energy, software, and credit troubles sweeping across global markets, there's one group of investors eyeing their biggest break since 2008: vulture funds. Mizuho analyst Nick Setyan published an insightful report on the …
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“Ok Claude, should I fire myself?”
Good Morning, Bond markets are getting hammered, Carlyle and KKR are building data centers for the US Army, CEOs are citing AI in their decisions to step down, triple-layered SPV bros are facing a moment of reckoning ahead of SpaceX's IPO, and US extended a pause on Iran energy strikes amid efforts to secure a …
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Trump Assembles the AIvengers
Together with Good Morning, Trump named ~10 billionaires to his new tech policy council, Zuck is targeting a $9T valuation with a new Meta exec incentive program, China is emerging as a DCM hub amid the Iran war, and the Iran ceasefire negotiations don't seem to be going America's way*. *Stocks were up on the …
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Tim Apple today keeps the succession drama away
Together with Good Morning, US and Iran began negotiations to end the war, retail traders are selling stocks for the first time since 2023, OpenAI shut down its Sora video generation model, Blackstone made its first-ever sports investment, and Tim Cook shut down retirement rumors despite growing pressure to confirm Apple's succession plans. If AI …
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A Welcome TACO Tuesday for Markets
Good Morning, Iran launched a 10M rial banknote due to hyperinflation, OpenAI is offering PE firms a 'guaranteed minimum return' of 17.5%, JPMorgan is reviving the CDS for bets against AI debt, and Trump paused Iran strikes as Strait of Hormuz oil supply risks begin to force his hand at diplomacy. Happy TACO Tuesday to …
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George Orwellian Chase
Together with Good Morning, Before we dive in, I wanted to share some exciting news for all our readers in NYC and Miami. The team at Litquidity is partnering with Ramp to start an exclusive padel club with a number of socials and tournaments for founders, investors, and operators. This is one of my most …