Good morning, Hedge funds are dusting off the old appraisal arbitrage playbook, while the US trade deficit has tightened to a five-year low. Biotech funds are on an absolute tear, foreign capital is fleeing Asian markets, and exchanges are eyeing derivatives for private assets. Meanwhile, Larry Ellison just saw
Good morning, SpaceX is teasing a public listing that could trigger a massive $3 trillion wave of IPOs. Meanwhile, Oracle got hammered on earnings, CVC is setting up its next generation of leaders, and Lazard’s CEO believes lobbying is now a non-negotiable part of closing deals. On the
Good morning, SpaceX is eyeing the history books with a potential $1.5T valuation IPO, while Balyasny flags AI as a major risk for 2026. Bankers are swamped with IPO prep, and Goldman says the private equity engine is roaring back. Meanwhile, the race for the next Fed Chair is
Good morning, Paramount has officially launched a $108B hostile bid for Warner Bros. Discovery, looking to crash Netflix's party. Our thoughts are with the junior bankers whose holiday plans just evaporated. Getting started. The Pulse Markets * US stocks pulled back yesterday as traders nervously eyed the upcoming Fed
Good morning, Citigroup is finally trading above its book value, SpaceX is eyeing a $1T valuation, and private equity firms are leaning hard on the secondaries market for cash. Meanwhile, regulators are relaxing post-2008 lending rules, and Wells Fargo is flexing its muscles with a massive financing deal for
Good morning, Bankers are pinning their hopes on private equity to revive the IPO market, Citadel is leading the hedge fund pack this year, and Meta is dialing back its metaverse ambitions. Meanwhile, Polymarket is building an internal trading team, PIMCO's contrarian bond bet paid off big time,
Welcome to The Bull Investor.
Welcome to The Bull Investor.