It’s Economics 101 vs. Political Policy. While President Donald Trump touted his new Executive Order restricting institutional home buying at Davos, investors are warning of a potential backfire. The consensus from fund managers? The U.S. has a supply problem, not a demand problem—and demand-side fixes often fuel inflation. 📉 THE INVESTOR THESIS: 🏗️ THE CONSTRUCTION...
The bridge between Wall Street and the Blockchain just got a blueprint. F/m Investments has filed with the SEC to record ownership of its U.S. Treasury 3-month Bill ETF (TBIL) on a permissioned blockchain. This marks a significant move to bring tokenization inside the regulated perimeter of traditional finance. 🛠️ THE INNOVATION (The “Single CUSIP”...
Is the “AI Infrastructure” trade getting too crowded for smart money? Investcorp ($60B AUM), the Middle East’s largest alternative investment firm, stated at Davos today that it is stepping back from big-ticket data center investments. While billions continue to pour into the sector, Investcorp CIO Rishi Kapoor argues the risk-return profile no longer makes sense....
The architect behind some of 2025’s biggest consumer deals just got a major promotion. Goldman Sachs (GS) has named Ben Frost as the new Chairman of Investment Banking. Frost, who joined the firm as a partner in 2018, previously co-headed the Global Consumer Retail Group, a franchise that has ranked #1 globally for the last...
The company that killed Blockbuster is now buying the biggest studio in Hollywood. Netflix (NFLX) co-CEOs Ted Sarandos and Greg Peters went on the defensive today, justifying their massive $82.7 billion all-cash offer for Warner Bros Discovery’s (WBD) studio and streaming assets. The move marks a stunning reversal of Netflix’s long-standing “build, don’t buy” philosophy....
The global oil market is facing a significant supply disruption from Central Asia. Oil prices ticked higher on Wednesday as Chevron-led Tengizchevroil (TCO) declared Force Majeure on crude deliveries. The market is digesting a “double whammy” of upstream power failures and midstream bottlenecks that has taken significant barrels offline. 📉 THE OUTAGE DETAILS: 🔄 HISTORIC...