reporter @business | opinions are mine, retweets aren't endorsements

Joined May 2009
Bre Bradham retweeted
Day 6 at $CPRI $TPR trial: Fashion designer Michael Kors told a federal judge that competition in the handbag market is so robust and varied that he first learned about one brand only when he saw a photo of a bag on Taylor Swift’s arm. bloomberg.com/news/articles/… via @luxury
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Bre Bradham retweeted
personal news - i'm taking over the transportation coverage across the US at @business for the munis team. i'll be covering all things public transit in addition to broader public finance across the Northeast (Boston, NJ, etc) very excited so pls say hi: [email protected]
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Thrilled to share I’ve joined @business to cover the telecom industry, including the FCC + the internet, cable and satellite giants. Got a story tip? Let’s talk in my new role!
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When someone asks me to do literally anything
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We are all Bud *BUD STRUGGLING THIS MORNING :NHC
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Hang it in the Louvre
This $CRWD take by Brad Zelnick should really be an instant classic.
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“It’s all about the Trump trade right now,” said Matthew Tuttle, chief executive officer at Tuttle Capital Management. The reaction in Trump Media shares is expected as investors tend to use the stock as “the direct Trump trade,” he added. The shares of Donald Trump’s media company surged in early trading Monday. bloomberg.com/news/articles/… via @markets @brebradham
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I’ve been at @Jefferies for 34 years and like many other companies, our shares are currently at an all-time high.   Here are 10 of my observations about this that might differ from what you might expect:
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Scoop: Marko Kolanovic, JPMorgan Chase & Co.'s chief market strategist, is leaving the bank, per an internal memo
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In a filing with the SEC. ⁦@TheRoaringKirty⁩ confirms -- not a cat afterall. $CHWY
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Junior bankers are logging 100+ hour weeks, doing pushups on Park Ave when they mess up slide decks, and bringing sleeping bags to their desk. I spoke with dozens of current/former staff and managers about the culture on Wall Street. Read more⬇️ bloomberg.com/news/articles/…
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Bre Bradham retweeted
Things are heating up in converts (arb): US convertible bonds could hit “full throttle” in the second half and reach $94 billion for the year— a level the market has not seen since the depths of Covid era, according to Barclays strategists. bloomberg.com/news/articles/… via @markets
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Proof there’s nothing a spicy marg can’t solve
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Bre Bradham retweeted
Splendid work here from my colleagues @avabmorrison and @sridinats, who reconstruct "the mad scramble of Archegos’ last three days, based on evidence admitted throughout the trial, including tapes, internal messages and emails." Wall Street is wild bloomberg.com/features/2024-…
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"Bloomberg Law obtained a copy of the opinion that appeared briefly on the court’s website as the justices were issuing two other opinions Wednesday morning. The copy of the opinion isn’t necessarily the final ruling, given that it hasn’t been released." bloomberg.com/news/articles/…
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One of my favorite types of journalism is a reporter trying to get to the bottom of a company’s business model.
Replying to @pitdesi
Here's a painful 6.5 minutes where Andrew Sorkin & Becky Quick try to understand the unit economics. Ken Chenault and Ankur Jain say a bunch of things that don't make sense because they can't say "We have an insane deal that is losing Wells hundreds of millions of dollars"
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