News
🍋 Shorts Getting Smoked
Plus: MANGO is the new FAANG, KKR bullish on private jets, and the cold war between banks and private credit just turned hot after Dimon's "cockroach" jab.
🍋 Shorts Getting Smoked
Plus: MANGO is the new FAANG, KKR bullish on private jets, and the cold war between banks and private credit just turned hot after Dimon's "cockroach" jab.
🍋 Options Desks Smell Trouble
Plus: Oura hit an $11 billion valuation, Papa John’s ripping on Apollo take-private report, Goldman warns of more AI-driven job cuts, and Brooklyn Mirage will be demolished.
🍋 Options Desks Smell Trouble
Plus: Oura hit an $11 billion valuation, Papa John’s ripping on Apollo take-private report, Goldman warns of more AI-driven job cuts, and Brooklyn Mirage will be demolished.
🍋 JPMorgan’s $1.5T Bet on America’s Future
Plus: First Brands CEO resigns while Jefferies says reaction was overblown, Goldman buys a VC firm, silver keeps mooning, and Broadcom has a 10% day on yet another OpenAI deal.
🍋 JPMorgan’s $1.5T Bet on America’s Future
Plus: First Brands CEO resigns while Jefferies says reaction was overblown, Goldman buys a VC firm, silver keeps mooning, and Broadcom has a 10% day on yet another OpenAI deal.
Insiders:💰 The Paradox of Patience
Plus: 2025 equity outlook, the $10K framework and VC mania for AI.
Insiders:💰 The Paradox of Patience
Plus: 2025 equity outlook, the $10K framework and VC mania for AI.
🍋 Another TACO Trade?
Plus: The finance nerd who might be college football’s next breakout quarterback, JPM requiring biometric scans at new HQ and Citi says buy the Oracle dip (sees ~40% upside).
🍋 Another TACO Trade?
Plus: The finance nerd who might be college football’s next breakout quarterback, JPM requiring biometric scans at new HQ and Citi says buy the Oracle dip (sees ~40% upside).
🍋 Craft Beer Bubble Bursting
Plus: Attending a wedding now costs as much as a month’s rent, Dimon worried about market correction, animal spirits back in M&A, and Nvidia and Silver keep mooning.
🍋 Craft Beer Bubble Bursting
Plus: Attending a wedding now costs as much as a month’s rent, Dimon worried about market correction, animal spirits back in M&A, and Nvidia and Silver keep mooning.