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Dive into a collection of past posts and rediscover timeless content.
Bored Ape SEC Probe

Oct 12, 2022

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18 min read

Bored Ape SEC Probe

US consumers' inflation expectations hit its lowest level in a year, corporate bond ETFs are plunging to new lows, the average US mortgage is above 7%, Biden will reevaluate the US's relationship with Saudi Arabia, the BoE is giving pension funds 3 days to balance positions, China and India call for Russian de-escalation in Ukraine, and the SEC is probing Bored Ape creator Yuga Labs.

Litquidity Capital
Litquidity Capital
Recession in 6-9 months?

Oct 11, 2022

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13 min read

Recession in 6-9 months?

Investors are pulling out of UK property funds, China's central bank extended $44B of currency swaps with the ECB, Cathie Wood criticized the Fed's rate hikes in a recent letter, Jamie Dimon said a recession is coming in 6-9 months (lol), the IRS is waiving penalties for some inherited retirement accounts until 2023, and Portugal will start taxing crypto gains.

Litquidity Capital
Litquidity Capital
Total Recall: Rivian Edition

Oct 10, 2022

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11 min read

Total Recall: Rivian Edition

The US added 263k jobs in September, Hurricane Ian may have caused $67B in insured losses, Biden signed off on a new data transfer framework between the US and Europe, Tesla sold a record number of China-made vehicles, Rivian recalled almost all of its vehicles, Chinese holiday home sales are down bad, and Twitter locked Kanye West's account.

Litquidity Capital
Litquidity Capital
Biden Eases on Pot

Oct 7, 2022

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16 min read

Biden Eases on Pot

BoE said pension funds were near disaster before they intervened, US apartment demand had its first Q3 drop in 30 years, Porsche is now Europe's most valuable automaker, Biden is forgiving previous offenses for marijuana possession, Amazon is hiring 150k workers ahead of the holiday season, and Adidas is "reviewing" its relationship with Kanye (🎵 nobody knows what that means, but it's provocative 🎵).

Litquidity Capital
Litquidity Capital
LBO Financing Dry Spell

Oct 6, 2022

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13 min read

LBO Financing Dry Spell

US national debt topped $31T, US trade deficit hit its lowest level in over a year, mortgage applications dropped 14% last week, global bond funds are facing their largest outflows in two decades, Apollo and Sixth Street are no longer in talks with Musk about financing his Twitter purchase, and Seattle overtook Boston as the US's 3rd richest city by household income.

Litquidity Capital
Litquidity Capital
The Musky Takeover

Oct 5, 2022

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15 min read

The Musky Takeover

Musk revived his Twitter bid, Ray Dalio stepped down, stocks rebounded big time, US job openings fell by 1.1M in August, Manhattan apartment sales fell 18% in Q3, Amazon froze corporate hiring in its retail business, and Apple will be force to use USB-C ports in Europe.

Litquidity Capital
Litquidity Capital
Kim K Gets Fined, Elon Gets Dragged

Oct 4, 2022

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14 min read

Kim K Gets Fined, Elon Gets Dragged

Liz Truss reversed her tax cut plans, ocean freight rates continue to fall, Poland wants trillions in WWII reparations from Germany, UBS CDS prices hit a decade high, GM sales rose 24% in Q3, Peloton is putting bikes in all Hiltons, Nvidia is ceasing activity in Russia, and Kim K got clapped by the SEC.

Litquidity Capital
Litquidity Capital
Credit Suss

Oct 3, 2022

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13 min read

Credit Suss

Credit Suisse's CDS spreads keep climbing and their CEO issued statements over the weekend saying they're in a good position, Europe reported double digit inflation, M&A activity is down YoY, Russia banned SoundCloud, Gazprom suspended gas flows to Italy, Brazil's presidential race is going to a runoff at the end of this month, and fintech startups are still hiring despite the funding slowdown.

Litquidity Capital
Litquidity Capital
Cuttin' SZN

Sep 30, 2022

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16 min read

Cuttin' SZN

Tech IPO volume is down 90%+ vs. 2021, UK PM Liz Truss defended UK tax cuts, Germany inflation hit a 70-year high, NY state is banning sale of gas cars by 2035, SoftBank and Meta are cutting staff, and stocks got thoroughly clapped yesterday.

Litquidity Capital
Litquidity Capital
Everything Is Priced In

Sep 29, 2022

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18 min read

Everything Is Priced In

Bonds rallied after the BoE announced emergency bond-buying measures, mortgage refinancing is down 84% YoY, EU executives want to impose more sanctions on Russia, Costco wants the $1.50 hotdog and soda combo to last forever, the US government is urging citizens to leave Russia immediately, and Lebron is buying a professional pickleball team.

Litquidity Capital
Litquidity Capital
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