Market Newsletter

Welcome to the Finance Major newsletter — your new edge in the investing world. I'm 27, a Wharton grad, former investment banker, and private equity investor, now launching my own startup. This newsletter is built for investors who want more than the average return — it’s for those obsessed with uncovering asymmetric opportunities. Each week, I break down the most important investing news, analyze overlooked public and private companies, and offer fresh, contrarian takes on where capital should go next. If you're serious about compounding wealth and thinking deeper about markets, you're in the right place.

Welcome to the inaugural edition of the Finance Major newsletter!

I'm thrilled to embark on this journey with you, sharing insights and uncovering investment opportunities that go beyond the conventional. Let's dive into this week's analysis.

Private Investment Spotlight: Emerging Opportunities

Investing in private companies offers a unique avenue to engage with innovative startups before they become widely recognized. Here are some platforms and recent developments worth noting:​

• MicroVentures: An equity crowdfunding platform connecting accredited investors with early-stage companies across various sectors. Notably, MicroVentures is a registered broker-dealer with FINRA, ensuring a level of regulatory oversight. ​

• Angel Investment Network: Offers a wide range of investment opportunities in the USA, from early-stage startups seeking seed funding to established companies in need of expansion capital. Investors can refine their search by criteria like market, region, and industry. ​US Angel Investment Network

• F6S: Provides a list of top early-stage companies and startups, offering a broad spectrum of investment opportunities. ​F6S

Additionally, platforms like OurCrowd and Sequoia Capital have been active in the venture capital space, providing avenues for investment in promising startups. ​

Macroeconomic Trends and Market Analysis

Understanding the broader economic landscape is crucial for informed investing. Here's a snapshot of current macroeconomic trends:

• Global Economic Outlook: The OECD projects a moderation in global GDP growth from 3.2% in 2024 to 3.1% in 2025 and further to 3.0% in 2026. Factors such as higher trade barriers and increased policy uncertainty are expected to weigh on investment and household spending. ​

• U.S. Economic Forecast: Deloitte predicts a 1.7% GDP growth for the U.S. in 2025, with a slight deceleration to 1.6% in 2026. This outlook reflects potential downside risks, including policy changes and global economic uncertainties. ​

• Federal Reserve Policy: The Federal Reserve has maintained interest rates steady for the second consecutive month, with projections indicating slower growth and higher inflation by year-end. ​

Investment News and Insights

Staying abreast of recent developments can uncover new opportunities and inform strategic decisions:

• Private Equity Activity: The U.S. private equity market has experienced low deal activity in the early months of 2025, with deal counts lower than in the same period over the past five years. However, the proportion of deals under $500 million has grown, indicating a shift towards smaller transactions. ​

• Venture Capital Movements: Brian O'Malley, formerly of Forerunner Ventures, is raising approximately $100 million for his new firm, Tactile, focusing on early-stage consumer startups. This move underscores a continued interest in the consumer sector despite shifting venture capital trends. ​

• Tech Investment Platforms: Yahoo Finance has launched a new feature providing up-to-date data and insights on many top unicorn companies, in partnership with EquityZen and Forge Global. This initiative aims to offer comprehensive information on private companies, enhancing transparency for investors. ​

Final Thoughts

Navigating the investment landscape requires a blend of vigilance, adaptability, and a keen eye for emerging opportunities. By exploring private investments, staying informed on macroeconomic trends, and analyzing recent market developments, we position ourselves to make strategic decisions that aim to consistently outperform market returns.

Thank you for joining me on this journey. If you found this edition insightful, consider subscribing to stay updated on future analyses and opportunities. Future editions will be published every week on Friday!