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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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 …
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Mergers & Accusations
Together with Good Morning, PE made a splash into NFL, hedge fund launches are at a 24-year low, commodity traders are set for the worst year since 2019, a court struck down a DEI rule for Nasdaq firms, and Albertsons sued Kroger for billions after terminating their blockbuster merger. See how to stream your financial …
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The Economy is Private
Together with Good Morning, KKR wants PE in 401(k)s, Blackstone expects US PE exits to double next year, Wall Street sees the hottest money in private markets, Goldman expects 2025 dealmaking to surpass 10-year averages, and SpaceX's latest tender made it the world's most valuable private startup. With private markets being the hottest topic on …
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Mets72
Together with Good Morning, Accounting errors are plaguing US firms, McKinsey named its smallest partner class in years, Nvidia is facing antitrust scrutiny everywhere, Google made a major breakthrough in quantum computing, a UPenn grad was charged in the murder of UnitedHealth's CEO, and Steve Cohen bankrolled the biggest contract in sports history. With over …
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J Pow is with US for now
Together with Good Morning, Apollo will join the S&P 500, TikTok's ban was upheld in court, Jane Street and Millennium settled their lawsuit, billionaire media-owners want to confront the news distrust issue, and Trump has no plan to replace J Pow. In 2025, there is absolutely zero reason for financial modeling to be as tedious …
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VC-Backed White House
Together with Good Morning, Andreessen is helping recruit staff for DOGE, Trump named David Sacks as 'AI and Crypto Czar,' TD suspended guidance, Porsche is building luxury condos in Thailand, and a judge rejected Boeing's guilty plea over a discriminatory DEI requirement. Tired of manual finance ops and outdated tech stacks? Automate your portfolio companies' …
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The Med School to Hedge Fund Pipeline
Together with Good Morning, Investors returned to UK stocks after 3.5 years, Bitcoin surpassed $100k, Trump named Paul Atkins as SEC chair, BlackRock amassed a $1B pot to retain dealmakers, and hedge funds are recruiting doctors and scientists for an edge in biotech. The Wharton Online-Wall Street Prep Private Equity Certificate Program is back! Level …
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Unreal Scenes at Nomura
Together with Good Morning, Amazon is building a fully in-house supercomputer, South Korea vowed unlimited liquidity amid 'martial law' political turmoil, Zuckerberg is seeking an active role in Trump's tech policies, BlackRock acquired HPS, and Nomura execs took voluntary pay cuts after the most bizarre employee crash-out ever. Move on from the daily deluge of …