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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OpenAI Kept the Apple Away
Together with Good Morning, Apple dropped out of OpenAI's high-profile fundraise, Gavin Newsom vetoed a major AI safety bill, China stocks ripped on economic stimulus measures, and a premier black swan fund sees a recession reigniting the Fed's QE. In 2024, there is absolutely zero reason for financial modeling to be as tedious as it …
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China Is Headed For a Japan
Together with Good Morning, Workers are getting a share of profits in KKR's deals, Citigroup and Apollo teamed up in a private credit push, Elliott slammed Southwest's CEO, Supermicro fell into deeper trouble, and China is going founder god mode on economic stimulus. Learn advanced financial modeling and stand out as a top valuation expert …
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C-Suite Exodus at OpenAI
Together with Good Morning, China is unleashing a historic stimulus blitz, Australian IPOs have slumped to a post-GFC low, NYC's mayor was indicted on federal charges, and OpenAI is going through a major leadership and governance shake up. Diversify beyond volatile stocks and bonds with Percent, a highly democratized private credit market for exclusive private …
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Employee Equity in the Works
Together with Good Morning, EU officials raided Nasdaq and Deutsche Börse, big hedge funds are tightening their grip on industry AUM, Trafigura named their third-ever CEO, and KKR's co-head of PE is pushing for workers' ownership in companies. Check out BILL's smart corporate credit card and they’ll send you a $150 Starbucks gift card. Let's …
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Big cuts are still in play
Together with Good Morning, Fed officials are open to another large rate cut, hedge funds are snapping up tech and media stocks, China announced fresh plans to stimulate the economy, DOJ is going after Visa, and US stock indexes recovered to all-time highs. Why only spend at your favorite franchise when you can own a …
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Fall is here, but we’re up 📈
Together with Good Morning, We've officially turned the page into fall this weekend, which also marked a pleasant milestone for Exec Sum: 300,000 subscribers 📈📈📈 We're incredibly thankful to each one of you for trusting us as your go-to source for financial news, and we're gonna keep delivering on the back of your support. Thank …
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Friends, Enemies, and VCs
Together with Good Morning, Stocks ripped to new highs, TD named a new CEO, big banks are split on the pace of Fed rate cuts, and Sequoia was reportedly left out of OpenAI's blockbuster fundraise (totally unrelated to their backing of rival SSI 🤷♂️) Diversify your income streams with grocery-anchored real estate exposure with today's …
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Rate Cut SZN
Together with Good Morning, JPMorgan appointed a banker to oversee juniors 'wellbeing,' Ray Dalio and Lim Chow Kiat cautioned on the global economy, wealthy families are getting bullish on risk assets, and the Fed announced a 50 bps rate cut in what was the least predictable decision in 15 years (and first rate cut since …
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Book Closed, Legacy Sealed
Together with Good Morning, Traders are going all in on rate cut bets despite size uncertainty, JPMorgan may take over Apple's credit card, Trump unveiled a new crypto venture, and Steve Cohen is stepping down from trading to end a historic 40-year run. Automate your complicated business spend and expense allocation process with one of …
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Apollo Takes On The Banks
Together with Good Morning, Lazard's CEO called long work hours a 'trade-off' for juniors, markets are suddenly bracing for an upsized rate cut, Amazon is ending all WFH, and Apollo is pushing into investment-grade debt. With over 80% of lenders now looking past credit scores, Plaid released some quick insights on four trends shaping the …
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DPI is the new IRR
Together with Good Morning, PE execs are prioritizing exits over returns, Oaktree apologized to Advent and Silver Lake, retail CEOs are coming under board pressure, and Trump escaped another assassination attempt. Mosaic's platform was recently featured in Financial Times for helping Wall St professionals automate their financial modeling tasks. A tool I wish I had …
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The AI Revolution Continues
The biggest hedge funds are returning cash to investors, OpenAI released an AI model capable of reasoning, ECB cut rates for the second time, and US household wealth rose to a record high.