Dispatch
Data-center investment is climbing at nearly twice the speed of the housing boom at its peak. Torsten Slok's numbers on the fastest capex cycle in modern history, the intervention that showed where the Treasury market's ceiling is, and what horse racing teaches about the wisdom of crowds.
Dispatch
For 23 years America was running out of shares, and that shrinking float quietly held the market up. This year it reverses.
Dispatch
Stocks are priced like it's 2000 again, with two honest ways to read it. What that means for private markets, plus three reads on running your raise.
newsletter
We pulled the live numbers. The leaders aren't who you'd guess, and the thing everyone wants isn't there yet.
Dispatch
The 30-year Treasury just hit a 19-year high. Plain English on what that means for private capital. Plus two playbook pieces, an absurd find from SpaceX, and a personal note.
newsletter
Nobody has ever grown that fast.
Apollo crossed $1 trillion. Blackstone hit its largest redemption request ever. Big Tech is spending $725 billion and the debt markets are the first place it lands.
Dispatch
We are officially launching investor onboarding and our new 506c platform at dealbox.io in days.
Dispatch
Four stories about opportunity, scale, and where momentum is forming
Dispatch
Four things that caught my attention this week
Dispatch
What still works, what doesn’t, and what the data says heading into the year ahead
Dispatch
Productivity, patience, and where returns actually form
