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The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Author Image

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 $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags

Nov 8, 2025

The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Author Image

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
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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 $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet

Nov 6, 2025

The $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet
Author Image

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's Profile Image

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 $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead

Sep 21, 2025

The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Eliazar Marchenko's Profile Image

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's Profile Image

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.

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal

Sep 10, 2025

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Eliazar Marchenko's Profile Image

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's Profile Image

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.

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly

Sep 9, 2025

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Eliazar Marchenko's Profile Image

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.

GENIUS Act: The Day Washington Handed America’s Money Printer to Big Tech & Wall Street
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 19, 2025

Aimed at regulating stablecoins, GENIUS Act quietly builds a parallel dollar system that bypasses the Fed, marking the biggest transfer of monetary power from Washington to corporate boardrooms in U.S. history.

GENIUS Act: The Day Washington Handed America’s Money Printer to Big Tech & Wall Street

Jul 19, 2025

GENIUS Act: The Day Washington Handed America’s Money Printer to Big Tech & Wall Street
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 19, 2025

Aimed at regulating stablecoins, GENIUS Act quietly builds a parallel dollar system that bypasses the Fed, marking the biggest transfer of monetary power from Washington to corporate boardrooms in U.S. history.

NATO’s 5% Pledge Ignites a $750B Space-Defense Gold Rush
NATO’s 5% Pledge Ignites a $750B Space-Defense Gold Rush
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 15, 2025

With 1.5 % of the Allied GDP now earmarked for “broader defense,” a torrent of cash is shifting from tanks to satellites, changing the entire industry for warfare that starts in space.

NATO’s 5% Pledge Ignites a $750B Space-Defense Gold Rush
NATO’s 5% Pledge Ignites a $750B Space-Defense Gold Rush

Jul 15, 2025

NATO’s 5% Pledge Ignites a $750B Space-Defense Gold Rush
NATO’s 5% Pledge Ignites a $750B Space-Defense Gold Rush
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 15, 2025

With 1.5 % of the Allied GDP now earmarked for “broader defense,” a torrent of cash is shifting from tanks to satellites, changing the entire industry for warfare that starts in space.

The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 12, 2025

When one-third of America’s debt comes up for renewal in a single year, investors may dictate everything from interest rates to foreign policy.

The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market

Jul 12, 2025

The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 12, 2025

When one-third of America’s debt comes up for renewal in a single year, investors may dictate everything from interest rates to foreign policy.

Columns & Essays

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The New Corporate Guillotine: How One Email Can End a CEO
Author Image

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 New Corporate Guillotine: How One Email Can End a CEO

Nov 15, 2025

The New Corporate Guillotine: How One Email Can End a CEO
Author Image

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
Author Image

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 $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags

Nov 8, 2025

The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Author Image

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
Author Image

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 $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet

Nov 6, 2025

The $2.1 Billion Sleep Deal: Alkermes’s Biggest Gamble Yet
Author Image

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.

Letters & Debate

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The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Eliazar Marchenko's Profile Image

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.

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal

Sep 10, 2025

The Congressman Betting Against America: What Tim Moore's TZA Trades Really Signal
Eliazar Marchenko's Profile Image

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.

GENIUS Act: The Day Washington Handed America’s Money Printer to Big Tech & Wall Street
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 19, 2025

Aimed at regulating stablecoins, GENIUS Act quietly builds a parallel dollar system that bypasses the Fed, marking the biggest transfer of monetary power from Washington to corporate boardrooms in U.S. history.

GENIUS Act: The Day Washington Handed America’s Money Printer to Big Tech & Wall Street

Jul 19, 2025

GENIUS Act: The Day Washington Handed America’s Money Printer to Big Tech & Wall Street
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 19, 2025

Aimed at regulating stablecoins, GENIUS Act quietly builds a parallel dollar system that bypasses the Fed, marking the biggest transfer of monetary power from Washington to corporate boardrooms in U.S. history.

How Wall Street Quietly Preps for the AI Credit Boom
How Wall Street Quietly Preps for the AI Credit Boom
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 14, 2025

While everyone piles into AI stocks, the big banks are sandbagging earnings and loading their loan books for the windfall that comes when millions need credit to survive automation.

How Wall Street Quietly Preps for the AI Credit Boom
How Wall Street Quietly Preps for the AI Credit Boom

Jul 14, 2025

How Wall Street Quietly Preps for the AI Credit Boom
How Wall Street Quietly Preps for the AI Credit Boom
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 14, 2025

While everyone piles into AI stocks, the big banks are sandbagging earnings and loading their loan books for the windfall that comes when millions need credit to survive automation.

Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality
Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 13, 2025

With six S&P sectors poised for profit declines and forward P/Es near 22×, this earnings season could be the pin that finally tests the market’s helium balloon.

Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality
Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality

Jul 13, 2025

Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality
Air-Pocket Earnings - Wall Street’s High-Flying Valuations Meet Growth Reality
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 13, 2025

With six S&P sectors poised for profit declines and forward P/Es near 22×, this earnings season could be the pin that finally tests the market’s helium balloon.

The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 12, 2025

When one-third of America’s debt comes up for renewal in a single year, investors may dictate everything from interest rates to foreign policy.

The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market

Jul 12, 2025

The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
The $9.2 Trillion Maturity Wall 2025’s Treasury Re-Fi That Could Hand U.S. Policy to the Bond Market
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 12, 2025

When one-third of America’s debt comes up for renewal in a single year, investors may dictate everything from interest rates to foreign policy.

Why CBDCs Will Rewrite Money, Power, and Privacy by 2025 - Digital Euro
Why CBDCs Will Rewrite Money, Power, and Privacy by 2025 - Digital Euro
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 9, 2025

With 137 nations racing to launch state-controlled digital currencies, Christine Lagarde’s 2025 deadline is the trigger for a new monetary order.

Why CBDCs Will Rewrite Money, Power, and Privacy by 2025 - Digital Euro
Why CBDCs Will Rewrite Money, Power, and Privacy by 2025 - Digital Euro

Jul 9, 2025

Why CBDCs Will Rewrite Money, Power, and Privacy by 2025 - Digital Euro
Why CBDCs Will Rewrite Money, Power, and Privacy by 2025 - Digital Euro
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Jul 9, 2025

With 137 nations racing to launch state-controlled digital currencies, Christine Lagarde’s 2025 deadline is the trigger for a new monetary order.

Opinion — Articles

Opinion — Articles

Opinion — Articles

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

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.

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

Nov 19, 2025

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

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
Author Image

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 New Corporate Guillotine: How One Email Can End a CEO

Nov 15, 2025

The New Corporate Guillotine: How One Email Can End a CEO
Author Image

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
Author Image

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 $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags

Nov 8, 2025

The $5.3 Billion Roller Coaster: How Jana Partners and Travis Kelce Plan to Save Six Flags
Author Image

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 $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Eliazar Marchenko's Profile Image

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 $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead

Sep 21, 2025

The $300 Billion Warning: Why Luxury's Summer Collapse Signals Crisis Ahead
Eliazar Marchenko's Profile Image

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.

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Eliazar Marchenko's Profile Image

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.

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly

Sep 9, 2025

Musk’s $17 Billion Bet: How SpaceX Just Bought Its Way Into America’s Wireless Oligopoly
Eliazar Marchenko's Profile Image

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.

Why Trump Is Right About The U.S. Economy: Blueprint for America’s Comeback
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 3, 2025

A single $5 million ‘Gold Card’ could raise more in a year than EB-5 did in a decade—and that’s just Phase One. Pair it with a 15 % flat corporate tax, a $100 K talent fast-track, and $50 K fines for illegal hires, and America stops managing decline and starts monetizing its magnetism.

Why Trump Is Right About The U.S. Economy: Blueprint for America’s Comeback

Aug 3, 2025

Why Trump Is Right About The U.S. Economy: Blueprint for America’s Comeback
Eliazar Marchenko's Profile Image

Eliazar Marchenko

Aug 3, 2025

A single $5 million ‘Gold Card’ could raise more in a year than EB-5 did in a decade—and that’s just Phase One. Pair it with a 15 % flat corporate tax, a $100 K talent fast-track, and $50 K fines for illegal hires, and America stops managing decline and starts monetizing its magnetism.

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