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J&J’s Big Swing: The Single Pill Acquisition That Shook Biopharma
Nov 19, 2025
The New Corporate Guillotine: How One Email Can End a CEO
Nov 15, 2025
The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Nov 8, 2025
The $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet
Nov 6, 2025
The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Sep 21, 2025
The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Sep 10, 2025
Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Sep 9, 2025
Beijing’s Property Gamble: What Investors Are Really Betting On
Aug 31, 2025
Trump and Burry Bet on UnitedHealth: A Silent Wager on America’s Healthcare Future
Aug 20, 2025
The Nvidia Revenue Grab That Changes Everything: From Taxation to Partnership
Aug 11, 2025

J&J’s Big Swing: The Single Pill Acquisition That Shook Biopharma
Cayden Liu
Nov 19, 2025
Johnson & Johnson dropped $14.6 billion on a company whose value rests almost entirely on one psychiatric drug. Caplyta may be a blockbuster, or it may be the most expensive overreach in biotech since 2022. This is a high-risk, high-premium gamble at a moment when Big Pharma can’t afford missteps.
The New Corporate Guillotine: How One Email Can End a CEO
Shaurya Vohra
Nov 15, 2025
One activist email can now do what used to take a full proxy war: topple a CEO. With record campaigns and the Universal Proxy Card turning every board seat into open combat, corporate governance has become faster, louder, and far more ruthless than ever before.
The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Samuel Regelman
Nov 8, 2025
When a company with $5.3 billion in debt and a 47% stock collapse attracts a hedge fund and an NFL star, it’s not charity, it’s strategy. Jana Partners and Travis Kelce are betting they can turn Six Flags from a sinking relic into a comeback story worth watching.
The $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet
Yessica Jain
Nov 6, 2025
Alkermes just placed a $2.1 billion bet on sleep with a sleep drug few investors saw coming. Alkermes isn’t just buying Avadel, it’s buying time and maybe the future of mental health medicine.
The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Eliazar Marchenko
Sep 21, 2025
LVMH’s sharpest sales drop since 2008 is more than a fashion story. Luxury’s downturn has historically foreshadowed recessions, and today it coincides with weakening confidence, asset stress, and slowing global demand.
The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Eliazar Marchenko
Sep 10, 2025
As Vice Chairman of the Financial Services Committee, Tim Moore helps set the rules for America’s markets. He is also betting millions that those markets, and the small businesses they support, are about to fail.
Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Eliazar Marchenko
Sep 9, 2025
Elon Musk just paid $17 billion for spectrum licenses, most experts call worthless, 100 times the going rate. On paper, the deal looks insane. Through Washington’s lens, it’s the smartest move SpaceX has ever made.
Beijing’s Property Gamble: What Investors Are Really Betting On
Eliazar Marchenko
Aug 31, 2025
Beijing can move markets with decrees, but it cannot rewrite the fundamentals dragging the economy down.
Trump and Burry Bet on UnitedHealth: A Silent Wager on America’s Healthcare Future
Eliazar Marchenko
Aug 20, 2025
Michael Burry is betting on a rebound, Donald Trump is buying the bonds, and UnitedHealth sits at the center of a quiet wager that could redefine American healthcare.
The Nvidia Revenue Grab That Changes Everything: From Taxation to Partnership
Eliazar Marchenko
Aug 11, 2025
The United States has just converted a national security tool into a revenue stream, forcing Nvidia and AMD to surrender 15% of their China chip sales to Washington. What began as a semiconductor export control is now a blueprint for governments to claim stakes in private companies’ earnings.

J&J’s Big Swing: The Single Pill Acquisition That Shook Biopharma
Cayden Liu
Nov 19, 2025
Johnson & Johnson dropped $14.6 billion on a company whose value rests almost entirely on one psychiatric drug. Caplyta may be a blockbuster, or it may be the most expensive overreach in biotech since 2022. This is a high-risk, high-premium gamble at a moment when Big Pharma can’t afford missteps.
The New Corporate Guillotine: How One Email Can End a CEO
Shaurya Vohra
Nov 15, 2025
One activist email can now do what used to take a full proxy war: topple a CEO. With record campaigns and the Universal Proxy Card turning every board seat into open combat, corporate governance has become faster, louder, and far more ruthless than ever before.
The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Samuel Regelman
Nov 8, 2025
When a company with $5.3 billion in debt and a 47% stock collapse attracts a hedge fund and an NFL star, it’s not charity, it’s strategy. Jana Partners and Travis Kelce are betting they can turn Six Flags from a sinking relic into a comeback story worth watching.
The $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet
Yessica Jain
Nov 6, 2025
Alkermes just placed a $2.1 billion bet on sleep with a sleep drug few investors saw coming. Alkermes isn’t just buying Avadel, it’s buying time and maybe the future of mental health medicine.
The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Eliazar Marchenko
Sep 21, 2025
LVMH’s sharpest sales drop since 2008 is more than a fashion story. Luxury’s downturn has historically foreshadowed recessions, and today it coincides with weakening confidence, asset stress, and slowing global demand.
The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Eliazar Marchenko
Sep 10, 2025
As Vice Chairman of the Financial Services Committee, Tim Moore helps set the rules for America’s markets. He is also betting millions that those markets, and the small businesses they support, are about to fail.
Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Eliazar Marchenko
Sep 9, 2025
Elon Musk just paid $17 billion for spectrum licenses, most experts call worthless, 100 times the going rate. On paper, the deal looks insane. Through Washington’s lens, it’s the smartest move SpaceX has ever made.
Beijing’s Property Gamble: What Investors Are Really Betting On
Eliazar Marchenko
Aug 31, 2025
Beijing can move markets with decrees, but it cannot rewrite the fundamentals dragging the economy down.
Trump and Burry Bet on UnitedHealth: A Silent Wager on America’s Healthcare Future
Eliazar Marchenko
Aug 20, 2025
Michael Burry is betting on a rebound, Donald Trump is buying the bonds, and UnitedHealth sits at the center of a quiet wager that could redefine American healthcare.
The Nvidia Revenue Grab That Changes Everything: From Taxation to Partnership
Eliazar Marchenko
Aug 11, 2025
The United States has just converted a national security tool into a revenue stream, forcing Nvidia and AMD to surrender 15% of their China chip sales to Washington. What began as a semiconductor export control is now a blueprint for governments to claim stakes in private companies’ earnings.

M&A and Restructuring

J&J’s Big Swing: The Single Pill Acquisition That Shook Biopharma

Cayden Liu

Nov 19, 2025

Johnson & Johnson dropped $14.6 billion on a company whose value rests almost entirely on one psychiatric drug. Caplyta may be a blockbuster, or it may be the most expensive overreach in biotech since 2022. This is a high-risk, high-premium gamble at a moment when Big Pharma can’t afford missteps.

C-Suite & Leadership