- Exec Sum
- Archive
- Page 4
Archive
Healthcare PE Under Scrutiny
PwC stripped some partners of leadership, US will probe healthcare PE, global M&A is on for a recovery, bond investors are punishing banks with heavy CRE exposure, Zillow was hit by a short seller report, Miami Beach is sick of spring breakers, and crypto had a day.
Reddit's IPO Risk: Reddit
Goldman's CIO said don’t invest in China, Reddit traders are threatening to short Reddit’s IPO, corporate junk debt defaults are kicking in, UK may allow private firms to trade on exchanges, cash returns now equal bonds’, and Whole Foods is launching NYC bodegas.
Millennials Standing on Business (Inheritance)
BlackRock abandoned "ESG" investing, Wall Street is retreating on DEI efforts, quantitative tightening is barely working, Super Micro is up 2000% in two years, Fitch downgraded NYCB to junk, Musk sued OpenAI, and Millennials are set to inherit $90 trillion.
The Bitcoin Bounceback
Financial Times launched a venture arm, SBF is advising prison guards on crypto, the SEC is investigating OpenAI, Wendy’s canceled its surge pricing plans, OpenAI accused NYT of manipulating ChatGPT, Universal Music is escalating its feud with TikTok, and Bitcoin’s rally caused Coinbase to crash.
Hamburger Derivatives Coming Soon?
McKinsey is in hot water over their China relationship, investors are growing nervous about the private credit boom, SEC accused an ex-CEO of orchestrating a meme-stock rally, the European parliament banned Amazon lobbyists, and Wendy’s will test surge pricing in 2025.
Nvidia Craze Continues
JPMorgan and Citigroup reshuffled some IB leadership, Nvidia bets are dominating options markets, Nvidia is now the most desirable place to work, hedge funds are dropping tech stocks, big tobacco is struggling to stay relevant, and Google saw a $90B sell-off over their AI debacle.
Litquidity 🤝 Pay Transparency
Goldman is facing a new wave of leadership unrest, markets are rallying to new highs, energy traders are sitting on massive cash piles, investors are fleeing non-Tesla EV stocks, some retailers are fearing deflation, and Litquidity continues to bring pay transparency to the street.
Gemini Blunders
PE firms are resorting to new fundraising tactics, investors are swapping gold ETFs for Bitcoin ETFs, Jamie Dimon sold $150M of his shares, Nvidia identified Huawei as a top competitor, retail investors likely drove the recent crypto rally, and Gemini restricted AI image generation amid comical racial inaccuracies.
Stocks Live to See Another Day
PE payouts are plummeting, hedge funds are ditching US stocks, investors are ploughing into US farmland, China is scrutinizing quant funds, Japanese stocks hit an all-time high, Apple released a free new sports app, and Nvidia delivered on its earnings hype.
Nvidia Earnings On Deck
Markets are preparing for Nvidia’s blockbuster earnings today, Amazon is joining the Dow Jones index, Musk’s Neuralink seems to be working, the Conference Board abandoned a US recession forecast, US asset managers are readying for a China recovery, and FuboTV is suing US media giants over competition concerns.