Beaut run 🌞
World class colab, inspired stuff
😬
Matcha lattes are the wild west
Firework?
The kind of thing PE people say when only AUM growth matters.
Using AI for investment decisions... but making most payments by check...
Tells you a lot about how tech is adopted in FOs.
Feel like this is a weakly constructed survey. There's no way the main driver of a jurisdiction move is cybersecurity.
That's alot
Big day for peelers
Big turn off apparently.
"I don't think we've ever seen the concentration of economic risk and opportunity in a single investment theme"
Imagine being an emerging manager going out to pitch LPs an 18yr expected fund life
"Using large language models, the researchers read more than 364,000 earnings call transcripts between 2008 and 2025, as well as some 200,000 analyst reports from sell-side research houses and looked at how businesses and analysts discussed these geoeconomic pressures and how they reacted to them."
Some plant shops feel magical 🪄
“Being a star means you’ve succeeded in convincing everybody that you’re a star.” 🎥
www.wsj.com/finance/inve...
"Geographic diversification, Gold and US Treasuries are how Families are positioning for tail events. I read this as, most Family Offices are not worried about a tail event."
offthecharts.substack.com/p/family-off...
This WSJ report may come as a surprise to those who felt that an influx of cash from money market funds was behind this month’s rally in both stocks and bonds.
While average returns on money market accounts have slipped lately, yields remain elevated by recent standards — appealing to many investors
arxiv.org/abs/2509.14448
Caught some nice light
Importing European style governance should be tariffed
Wealthtech drama. From the outside looks weak from iPaladin, litigating rather than competing and innovating.
www.modus.news/ipaladin-has...
I think Marie likes the new treats
An interesting study on biotech failure: open.substack.com/pub/age1/p/a...