The definition of “Trade War” just expanded. Markets shifted into “Safe Haven” mode today after President Trump threatened escalating tariffs on key European allies—including the UK, Germany, and France—in a bid to force a deal for the purchase of Greenland. 📉 THE MARKET REACTION (USD WEAKNESS): Typically, tariff threats boost the US Dollar (flight to...
The price of admission for the AI arms race just doubled. According to reports from the Financial Times, Anthropic is assembling a massive $25 billion funding round that would value the Claude creator at a staggering $350 billion. 💰 THE NEW CAP TABLE: While sovereign wealth and hedge funds have led recent mega-rounds, a legendary...
The feud between the co-founders of the AI revolution just hit a twelve-figure price tag. In a federal court filing ahead of his April trial, Elon Musk is seeking up to $134 billion in damages from OpenAI and Microsoft, arguing that their current dominance is built entirely on the “wrongful gains” of his early support....
The intersection of the Oval Office and Wall Street just got more complicated. New financial disclosures reveal that President Donald Trump purchased approximately $100 million in municipal and corporate bonds between mid-November and late December. While the bulk was in municipal debt, the specific corporate picks have raised immediate conflict of interest questions. 📉 THE...
The retail M&A freeze is officially thawing. According to insights from the ICR Conference in Orlando—gathering 3,000+ CEOs and bankers—the sector is pivoting from “Tariff Paralysis” to an IPO super-cycle. After U.S. tariff announcements sidelined deals in early 2025, confidence has returned, driven by a backlog of exits and renewed corporate clarity. 🔔 THE IPO...
The intersection of Data Privacy and Immigration Policy is becoming a major governance issue for big retail. A group of investors led by Zevin Asset Management (managing >$7M in HD stock) has filed a shareholder proposal asking Home Depot to review its partnership with surveillance vendor Flock Safety. The core concern: Is corporate surveillance data...