SpaceX goes public, oil craters, GLP-1 gatekeeping, and the gutting of special ed
SpaceX raised $75 billion and lost $4.3 billion in the same quarter. The Iran deal moved oil futures before a single mine has been cleared. And two of...
The market got scared of its own strength, the AI giants filed anyway, and Apple rented Google’s brain
The jobs report came in stronger than investors wanted, so the market sold off and rate cuts went from likely to maybe-not. The two biggest names in A...
The Fed won't cut, two YouTubers beat Hollywood, and Zara out-sold luxury.
The market gave up on rate cuts, and the American shopper kept trading down without giving up taste. Plus: the teenagers using AI as a therapist and h...
Be the pick: plus a cancer win, a fashion reckoning, and a soccer letdown
Good morning. A few things are true this morning that were not true Friday: a drug nearly doubled survival in one of the deadliest cancers we have, Go...
Anthropic pulls ahead, the AI that assumed she was a man, and Coach's victory lap
Three things happened to the frontier AI businesses in the last 72 hours. Despite still litigating the Pentagon blacklist, Anthropic closed a $65 bi...
Bumble shrank. Obsession grew. The SAVE letter is coming. Schools are sorting.
Tuesday's lead is a juxtaposition the trade press is missing: Bumble lost 21 percent of its paying users in a single quarter, and a $17 million horror...
Where we go: the 10 NYC beauty and wellness spots worth the money
There is a kind of place in New York that you find once and never replace. You walk in, and the room is quiet, the staff knows what they are doing, th...
The menopause crisis, a record Dow, a tight oil market, and Trump’s $1.8 billion fund
TLDR: How last week's watch list actually landed, then the full read. The FDA quietly stripped its harshest warning off menopause hormone therapy, you...
The Warsh Fed, ChatGPT in your finances, and the Everlane obituary
Five concentrations this week: the Fed, ChatGPT, the MBA, The Voting Rights ACT, and Everlane. If you are not reading the rest, here is what to leave...
The mailbox, the horror movie, and the one-way door
SCOTUS preserved mail access to mifepristone, but Thomas's dissent points towards a path to ending it. The tradwife argument got an Anne Hathaway adap...
Matthieu Blazy's Chanel debut and the great luxury reset of 2026
The line outside Chanel's Rue Cambon store on the morning of March 5 was the kind of line you usually see for a sneaker drop, not a Chanel jacket. The...
What Lyn Alden, Jordi Visser, and Darius Dale agree on about the next 12 months
Three macro analysts your sharpest friends are probably quoting right now: Lyn Alden, Jordi Visser, and Darius Dale. Most coverage frames them as tak...
The AI reading list for women who want to understand what’s happening
The most important thing you can do about AI right now is not read more newsletters about it. It's using it every single day. For the work you already...
Tuesday special edition: April CPI report is out
Inflation plus a few misc. notes Prices are rising faster again. The April inflation report came in hot. Prices were up 3.8% from a year ago, the hi...
Markets, mothers, scams, and a few things worth your money
Six straight weekly highs while Hormuz stays closed. Mother’s day started as a women’s strike. The GLP-1 patches your friend is buying off Instagram a...
What I learned about my perioral dermatitis, rosacea, and rashes after years of trial and error
My skin has been the most frustrating part of my body for most of the last decade. There has always been something wrong, and that something has been...
Weekend edition
A Saturday outfit, a Sunday book, two dinner options in NYC, and what the hell is going on with dating? The Saturday outfit Slouchy low-rise denim...
This week's narrative, sponsored by AI and Jeffrey
Cloudflare blamed AI for cutting a fifth of its staff; the man who sells AI says that's mostly cover. The Nasdaq hit a record on a jobs print that doe...
Oil interrupted
Monday, May 4, 2026 Seven things this morning. Oil interrupted the AI trade after Iranian missiles ran into UAE air defenses. Anthropic spent $1.5B t...
Streep's record, the Pentagon's snub, and a $175B capex bet
Four pieces. The Devil Wears Prada 2 opened to the biggest debut of Meryl Streep's career, and Hollywood spent decades getting this question wrong. Th...
Musk public again, Musk goes to court
Six pieces. SpaceX confidentially filed for an IPO at a $2 trillion valuation, and the public space stocks are repricing the asset class. OpenAI v. Mu...