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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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Momentum Is Having a Moment
Together with Good Morning, Market volumes remained thin and deal flow came in light amid a holiday hangover. But the end of 2024 is cementing various records across global financial markets. Unsurprisingly, this includes a massive wealth boost for PE and private credit tycoons. Fintech Mode Mobile is on a mission to turn smartphones into …
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A Traditional Holiday Hangover
Together with Good Morning, It was a quite uneventful day in markets, besides maybe the totally unsurprising news of Kim Kardashian no longer managing her SKKY Partners PE firm. Looking to finally land that IB job next year? Check out Wall Street Prep for the financial modeling course used by major investment banks to train …
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Santa Claus Rally 🎁🚀
Together with Merry Christmas! We hope you're enjoying the holiday season and spending well-deserved time with the loved ones ☃️ 🎁🎄 Intern Karl is also OOO so we'll keep today's version short 🫡 Looking to finally land that IB or PE job next year? Check out Wall Street Prep for the financial modeling course used …
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Merry SPACmas
Together with Good Morning, Cocoa emerged as the biggest winner in 2024 commodity markets, CEO departures hit a record high, and while markets are taking a breather for the holidays, SPAC kings are resurrecting with billion dollar raises. Fintech Mode Mobile is on a mission to turn smartphones into an income-generating asset and after earning …
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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.
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Deadly Dollar and a Happy New Year
Together with Good Morning, India overtook US to become the world's leading IPO market, bankers expect a $4T M&A haul next year, the yield curve hit its steepest in over two years, and the Fed's hawkish stance sent FX markets off the rails, with global central banks scurrying to defend their currencies. Diversify beyond volatile …
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J Pow Reined in the Bulls
Together with Good Morning, Markets tumbled yesterday after the Fed surprised with a hawkish stance on rate policy ahead. Invest in institutional-caliber private markets with 10 East, a membership-based investment platform offering targeted exposure to PE, VC, and more. Let's dive in. Before The Bell As of 12/18/2024 market close. Markets US stocks plunged yesterday …
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Mega-merge your way to a mega-fund
Together with Good Morning, Honda and Nissan began talks to merge, Bain Capital is going hostile against KKR in Japan, Databricks raised the biggest-ever VC round, and a tech consultant was convicted in the murder of Cash App's founder. The most interesting news however came from Blue Owl's co-founder. After pioneering a strategy of buying …
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SoftBank investing big in the US
Together with Good Morning, Activist investing hit a record in Japan, TikTok's CEO met with Trump, day trader spirits are as alive as ever, Europe is struggling to regain its footing, and SoftBank committed to investing $100B in the US over the next 4 years. Deal flow is surging, but your modeling shouldn't slow you …
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Activist Ken Griffin?
Together with Good Morning, Broadcom joined the trillion-dollar club, London is grappling with a historic stock market exodus, Databricks is nearing a record VC raise, Meta wants to stop OpenAI from going for-profit, and Citadel poached a second manager from Elliott's London office. Specialized AI tools are emerging as the leaders for alternative investments workflows …
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Introducing the Litquidity Strategies on Autopilot
Starting today, you now can invest alongside Litquidity’s highest conviction themes directly on the Autopilot platform. Read this email to learn more about the strategies and how to automatically trade alongside the portfolios. Please make sure to read the important disclaimers.
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Can’t Weather the Currency Currents
Together with Good Morning, A wave of global central bank rate cuts, combined with China's stimulus, Trump's tariff threat, and US inflation, sent FX markets all over the place yesterday. Elsewhere, a court battle is shining light on short-seller secret alliances, Bain is doing pro bono work to win trust after South Africa's ban, and …