- Exec Sum
- Archive
- Page 24
Archive
Jamie Dimon Had a Date
The Fed took a massive L last year, a BoE policymaker thinks markets are overhyping rate cuts, banks are buying bonds at record pace, EY dropped its appeal against sanctions, Latino entrepreneurship is soaring, and Jamie Dimon had a private lunch with the VP.
Cocoa is the New Bitcoin
Cocoa is the new Bitcoin, Citigroup will complete its sweeping overhaul this week, Brazilian fintechs are being hit by loan defaults, Asian PE deal flow is at its lowest in nine years, and Reddit options traders are highly bullish while Trump’s SPAC options are betting on a crash.
Cathie Wood's Bitcoin to Outer Space
Japan PE nearly tripled last year, China is investigating PwC for its role in Evergrande’s fraud, Goldman’s hedge fund clients are getting active in crypto, big tech founders are cashing out on stocks, Canada will cap mortgages for certain borrowers, and Cathie Wood valued Bitcoin at $1.5M.
No Indication of a Recession
Williams F1 seemingly ran its entire F1 operation on one excel sheet, global IPO headlines were booming yesterday, Switzerland surprised with a rate cut, Germany betrayed Adidas for Nike, Amazon is fearsome of Temu and Shein competition, and US yield curve inversion is now the longest on record.
Julian Assange Might Beat the Case
Union workers are seeing massive wealth gains, US is no longer a top 20 happiest country, high rates are not slowing borrowing, European borrowers are barely defaulting, the Fed will slow the rate of QT, and Julian Assange might soon be a free man.
Beginning of a Bitcoin Monopoly
JPMorgan set up a sports IB team, Wall Street and Europe IB bonuses declined, Texas schools pulled $8.5B from BlackRock, bond traders are upping short bets, CalPERS will invest over $30B in private markets, and MicroStrategy now owns ~1% of all Bitcoin.
Can Barings Bear the Heat
40 high-profile traders from Citadel and others are expected to debut their own funds this year, BOJ entered a new regime of monetary policy today, PE is seeking help from private credit, the corporate bond rush is defying high rate fears, and the Corinthia-Barings drama might just make for a thriller movie.
No Stopping the Charging Bulls
Traders can’t care less about a selloff, PE funds are struggling to exit China investments, middle managers are facing the worst of layoffs, Nvidia is not the best performing tech stock, SBF considered coming out as Republican, and home buying costs could fall big after a groundbreaking settlement.
Busted Banks to Booming SPACs
Goldman is the sole bull on US commercial real estate, hedge fund leverage is near record highs, PwC Australia let go of 37 partners, a new SPAC plans to merge with failed US banks, and FT published a hit piece on how Evercore is closing in on bulge bracket rivals.
The Goldman Age of Private Credit
Police raided AC Milan over their Elliott PE sale, Toyota shorts are out in full force, Goldman is seeking a $300B private credit portfolio, FC Barcelona may break up with Nike, an ex-Wall Street banker is challenging AOC for Congress, and cocoa markets are on the brink of chaos.
PE is Not Cooking
A Boeing whistleblower was found dead, Jamie Dimon warns a US recession is “not off the table” yet, PE is sitting on record unsold assets, big tech isn’t the sole stock rally driver, Europe’s IPO market is recovering quick, Biden unveiled a $7.3T budget, and ISIS is increasingly relying on crypto to fund operations.