Elon Musk and the Art of Not Taking the L
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny Last March, we talked about Elon Musk’s X (the artist formerly known as Twitter) / xAI merger, and why the headline valuation didn’t really matter. The deal was all stock, both companies were private, and Elon had majority ownership in both companies. […]
What is the SaaSpocalypse?
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny You’ve seen the headlines. It’s been a bad week for the tech sector. So what’s going on? Is this the long-awaited bursting of the AI-bubble? Or is this, in fact, the logical outcome of AI development thus far? Let’s discuss. When we […]
5 reasons you’re not getting the job…and what to do instead.
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny I’ve always believed that markets work well when they are efficient. So, shouldn’t that apply to the job market? The answer seems to be “no”. Perversely, the age of increased access and enhanced automation has made the job application process way WORSE […]
Hedge Funds Are Back. So, What ARE They, Anyway?
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny This recent WSJ article caught our attention: after a decade of underperformance, hedge funds just had their best year since 2013. In 2025, per the article, the top decile of funds returned nearly 30%. According to Goldman Sachs, more institutional investors plan […]
WTF happened in Japan’s bond market???
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny I barely have a social life. But fittingly, the one day that I hop on a flight for a girls’ trip to the Caribbean with my college roommate, the market melts down. You should have seen me desperately trying to connect to […]
Netflix revised their $27.75 / share offer for Warner Bros. to ALL CASH. Why Netflix’s stock price tanked…
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny While Jen was off living her best island life, there was a big development in the Netflix–Warner Bros. Discovery saga. LAST WEEK, Netflix announced that they were planning to revise their bid for Warner Bros. Discovery, shifting from a mix of cash […]
Why “Affordability” Measures…Might Make You Poorer
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny In a political environment where “affordability” has become the rallying cry for both parties, radical new policy changes are being proposed at both the local and federal level. The latest? President Trump’s call to cap credit card interest rates at 10% for […]
Rumor: Netflix may revise its offer for Warner Bros. Discovery to an all-cash deal
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny If you’re wondering why Netflix would change anything after seemingly “winning” the bidding war against Paramount Skydance (PSKY) and Comcast, you’re not alone. At first glance, it looks like Netflix already secured the deal. The Warner Bros. Discovery board accepted their offer, […]
Saying “So Long!” to the Long End?
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny Global bond markets are repricing in response to structural changes that you may not understand…or, in some cases, ever even heard about. But I cannot stress enough how important it is for EVERYONE to understand what’s going on in the bond market. […]
Strategic vs. Financial Buyers: What the WBD / Paramount Drama Really Tells Us
By Jen Saarbach & Kristen Kelly, Co-Founders of The Wall Street Skinny If you’ve been following the news, you probably saw two headlines back-to-back. First: “Warner Bros. Discovery Rejects Paramount Bid.” That part wasn’t surprising. The reported $30-per-share offer was the same price WBD’s board had already rejected privately. Paramount simply tried to take […]