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Slippery Chips

Slippery Chips

Dimon thinks the Fed should wait on rate cuts, Trump u-turned on TikTok, Wall St reported its best IB results in two years, and chip stocks got absolutely whooped.

Litquidity Capital
Litquidity Capital
It's A Small Cap World

It's A Small Cap World

Trump will consider Jamie Dimon for Treasury, major tech VCs are backing Trump, Bill Ackman thinks his 'notoriety' will boost his new fund, Microsoft laid off its DEI team, and small cap stocks are on fire.

Litquidity Capital
Litquidity Capital
VC to VP Pipeline🇺🇸

VC to VP Pipeline🇺🇸

Goldman is raising its first Asia-focused PE fund, investors are skeptical of BlackRock's private market ETF ambitions, hedge funds are dumping software stocks at record pace, and Trump's VP pick has an impressive VC background.

Litquidity Capital
Litquidity Capital
Place Your (Election) Bets

Place Your (Election) Bets

Wall Street banks reported a jump in dealmaking, Indian equity issuances hit a record high, investors are looking to UK markets as a safe haven, and markets are betting on a Trump re-election after he survived a shocking assassination attempt.

Litquidity Capital
Litquidity Capital
Major Market Reckoning

Major Market Reckoning

US markets had a historic day as CPI showed deflation for the first time since Covid. Tech, mega caps, yields and the dollar all tumbled as investors re-positioned for an end to high rates...

Litquidity Capital
Litquidity Capital
McKinsey Billed Trash (Literally)

McKinsey Billed Trash (Literally)

a16z is hoarding Nvidia chips to win AI VC deals, Costco will raise membership fees for the first time since 2017, Bill Hwang was convicted of fraud, and NYC paid $4M to McKinsey for a study on trash cans.

Litquidity Capital
Litquidity Capital
Big Tech 500

Big Tech 500

S&P concentration is raising concerns, BlackRock is bullish on UK and Japan, Goldman execs expect the market rally to slow, China is leading in GenAI adoption, short sellers made $10B despite the Q2 rally, and fund managers are ripping off UK pensions.

Litquidity Capital
Litquidity Capital
Betting on Bets: Wall St Edition

Betting on Bets: Wall St Edition

Morgan Stanley's CIO expects a 10% S&P drawdown, nuclear energy stocks are rallying on the back of AI, gasoline short bets are at a seven-year high, Germany was sitting on ~$2B of Bitcoin, and Wall Street is taking interest in prediction markets.

Litquidity Capital
Litquidity Capital
Happy Q3 To All Who Celebrate

Happy Q3 To All Who Celebrate

What's up Exec Sum fam! The editing team was out relaxing over the long weekend we hope ya'll were too. Yet, markets continued to shape on European elections and robust M&A. We've got it all covered for you below as we get back to bringing the best in markets daily...here's to a great H2🫡

Litquidity Capital
Litquidity Capital
Rallying into Fourth of July

Rallying into Fourth of July

Chinese bankers are flocking to the communist party, Salesforce shareholders rejected its CEO's pay plan, the SOFR hit a YTD high, traders are betting on a Trump re-election, and the S&P and Nasdaq hit fresh milestones heading into the long weekend.

Litquidity Capital
Litquidity Capital
Slow Start to Q3

Slow Start to Q3

ML will make decisions at Bridgewater's newest fund, Millennium returned 6.9% in H1 (nice), DEA called Citigroup money launderers' favorite bank, the Boston Celtics is for sale, and the average S&P stock is up barely 4% this year.

Litquidity Capital
Litquidity Capital
Nvidia 500

Nvidia 500

AI continues to carry the entire stock market, Bain is pulling back from work in China, US banks hiked Q3 dividends, Amazon is pivoting into an AI company, and the presidential debate became the meme of the weekend.

Litquidity Capital
Litquidity Capital
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