
The insider view Wall Street doesn't publish. By Flora Hewitt, former investment banker and NYSE Head of IR.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
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| Issues | 21 | Founded | 4 months ago | Last Issue | 6 days ago |
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Last week, Oracle invoked force majeure on Project Jupiter, a 2.45 gigawatt data center campus in New Mexico. The $18 billion loan behind that campus was already trading below 90 cents on the dollar.
So is this the start of the dominoes fa...
On September 14, 2026, the U.S. Attorney’s Office in Manhattan filed a lawsuit to seize $61 million in cryptocurrency tied to sanctioned Iranian oil. Every headline made it sound like a bust. It was not. The money had already been frozen, b...
On September 15, the Senate could not muster the 60 votes needed to end debate and move to a final vote on the CLARITY Act, the first comprehensive federal framework for regulating crypto markets. The final tally was 49 in favor, 50 against...
Jacob Coxon did not resign from Anthropic over compensation or a product disagreement. He resigned because, after three years doing pretraining research at both OpenAI and Anthropic, he came to believe the two companies building the most ca...
Oura invented the smart ring category in 2013, sold 3.1 million rings in the last nine months alone, and filed its S-1 on September 3 asking public markets for a valuation north of $16 billion, roughly 11 times trailing revenue, above every...
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The writers behind this newsletter.
Former investment banker and Head of IR at a NYSE listed firm. I have sat in rooms where these decisions get made. Now I write about it.
Exploring the niche, unique, and fascinating corners of the markets and demystifying them for curious investors.
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