Market Insights

Bite-sized analysis on emerging patterns, term shifts, and deal dynamics we're tracking in real time

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Market Insights

This basket bites back

Corporate democracy, sort of

Your market cap is not a piggy bank

This is your captain speaking: we've begun our descent into structural subordination

Net shorts were supposed to be a big deal. Then everyone moved on.

Sell the front door, keep the house

The financial shuffleboard game you didn't know you were playing

EBITDA is a state of mind

J. Crew blockers are making a comeback

Ready to Transform Your Market Intelligence?

This basket bites back

Corporate democracy, sort of

Your market cap is not a piggy bank

This is your captain speaking: we've begun our descent into structural subordination

Net shorts were supposed to be a big deal. Then everyone moved on.

Sell the front door, keep the house

The financial shuffleboard game you didn't know you were playing

EBITDA is a state of mind

J. Crew blockers are making a comeback

Ready to Transform Your Market Intelligence?

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