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Introducing the Litquidity Strategies on Autopilot
Starting today, you now can invest alongside Litquidity's highest conviction themes directly on the Autopilot platform. Read this email to learn more about the strategies and how to automatically trade alongside the portfolios. Please make sure to read the important disclaimers.
Archive
OpenAI Changed the Game (Again)
OpenAI launched an AI video creation tool, Silicon Valley Bank is on a hiring spree, Fordās CEO told Wall Street to forget Tesla, Japan is no longer the worldās third largest economy, the UK is in a recession, Meta encouraged advertisers to ditch the iPhone, and Google opened a Paris research hub.
Burry Likes Big Tech
Lyftās CEO took the L for their earnings typo, mortgage rates are surging again, Berkshire is trimming its Apple stake, Japanās economy shrank in Q1 2023, Morgan Stanley is laying off hundreds in their wealth management division, and Burry bought Amazon and Alphabet.
Lyft Earnings Plz Fix
Lyftās IR misshap briefly sent their stock flying 60%, US inflation came in hot, the Super Bowl smashed the US viewership record, the IRS sued the FDIC, flight attendants want higher wages, Paramount and Instacart are cutting jobs, and the Senate passed an Israel/Ukraine aid package.
Nvidia Just Keeps Rolling
Nvidia is worth more than Amazon, Temu spent millions on their Super Bowl ads, disinflation is kicking in, X wants to lure more creators to the platform with different ad payouts, Armās stock rally keeps going, and Franklin Templeton filed a spot ethereum ETF.
Tucker's Russia Trip
Goldamn is facing a CFTC probe, Tucker Carlson interviewed Putin in Moscow, Einhorn said markets are āfundamentally broken,ā top US venture firms funded blacklisted Chinese companies, Sam Altman wants trillions to reshape the chip industry, and Google rebranded Bard AI to Gemini.
Disney Bets on Fortnite
Investors have a strong appetite for 10-year treasuries, Citadel got Morgan Stanleyās block-trading leaks, the BOJ ruled out rapid rate hikes, the biotech IPO window is opening, DoorDash is expanding overseas, Soho House stock tumbled on a shortseller report, and Disney invested in Epic Games.
Adam Neumann's Second Act & Litquidity's Unveiling
Litquidity's identity has been revealed, Adam Neumann wants to rebuy WeWork, Snapās stock tanked after earnings (again), tech layoffs keep coming, the SEC is increasing oversight of hedge funds, NYCBās credit grade got cut to junk by Moodyās, and Tucker Carlson is interviewing Putin.
Bullish on India
Wall Street is ditching China for India, Meta has figured out how to sell the Metaverse, the Senate released its bipartisan Israel/Ukraine/border security proposal, tech layoffs contineu, Dartmouth is reinstating SAT requirements, and Bill Gross is betting on a steeper yield curve.
2026 World Cup Live from New Jersey
Appleās Vision Pro is the hottest new consumer tech item on the market, Powell said the Fed is wary of cutting rates too soon, Big Tech stocks are looking pricy, Macyās CEO is looking to revive the 166-year-old brand, Facebook turned 20, and the World Cup final will be held at MetLife Stadium.
Zuck's Big Bounceback
Tim Cook teased Apple AI announcement later this year, Musk wants to move Teslaāa incorporation from Delaware to Texas, Appleās China slump is deepening, JPM says to exit five-year Treasury bets, Japanese retail investors are piling billions into Indian equities, and Nvidiaās CEO is bullish on nations wanted their own AI systems.
No Rate Cuts (Yet)
Jerome Powell said a March rate cut is not likely, Musk and Teslaās board will have to start from scratch on a pay deal, Barry Sternlicht sees a $1T loss in the office market, Boeing is being sued by shareholders, remote workers and middle managers are first in line to be fired, and Brazilās central bank cut rates.