Logo
Search
Home
Consulting w/ Litquidity
Merch Store
Login
Sign Up
Logo

Archive

Dive into a collection of past posts and rediscover timeless content.
One Man's Trash, Another Man's Billable

Aug 16, 2024

•

15 min read

One Man's Trash, Another Man's Billable

Bank of America will sponsor the 2026 FIFA WC, money-market assets rose to a new record, Dalio Family Office's CIO unexpectedly resigned, EY and KPMG are picking up PwC's China scraps, and Starbucks' new CEO is living the dream.

Litquidity Capital
Litquidity Capital
Volatility Fears Fizzle

Aug 15, 2024

•

14 min read

Volatility Fears Fizzle

The VIX is falling at record pace, BofA urged bankers to report overwork after a scathing report, Millennial wealth is surging, and hedge funds continue to lean into AI amid portfolio reshuffles.

Litquidity Capital
Litquidity Capital
Elliott Taking No Ls

Aug 14, 2024

•

15 min read

Elliott Taking No Ls

Investors are plowing into the Big Tech dip, US is considering breaking up Google, Eurozone investor confidence collapsed, Elliott is going after Southwest's board, and Starbucks fired and replaced its CEO, causing a $20B share rally.

Litquidity Capital
Litquidity Capital
BofA is overworking its bankers

Aug 13, 2024

•

14 min read

BofA is overworking its bankers

Markets remained relatively calm on an information-light trading day. Meanwhile, BofA is dangerously overworking junior bankers, Elon Musk interviewed Trump on X, private credit is gambling on consumers, and the Olympics memes keep rolling in.

Litquidity Capital
Litquidity Capital
Grande Lattes Deserve Grande Returns

Aug 12, 2024

•

14 min read

Grande Lattes Deserve Grande Returns

Activist investors are pouncing on Starbucks, Hindenburg is back with more Adani drama, retail investors were unfazed by the dip, UK inflation is forcing couples to stay married, and investors are taking major directional bets amid a volatile market.

Litquidity Capital
Litquidity Capital
Intel's Billion Dollar Blunder

Aug 9, 2024

•

13 min read

Intel's Billion Dollar Blunder

Lazard is on a hiring spree, Trump wants presidents to influence rate policy, Google and Meta struck a secret ads deal, Jeff Bezos is investing exclusively in AI, and Intel reportedly passed on one of the best investments of the decade.

Litquidity Capital
Litquidity Capital
Short volatility in this economy?

Aug 8, 2024

•

14 min read

Short volatility in this economy?

Short vol bets got clapped, corporate credit spreads surged, JPMorgan raised US recession odds, Lumen became an AI stock overnight, and UK wants to emulate the Maple 8.

Litquidity Capital
Litquidity Capital
PE Under Fire Per Usual

Aug 7, 2024

•

15 min read

PE Under Fire Per Usual

Lawsuits are piling on KKR’s founders, Vista is winding down its hedge fund, SEC is investigating banks over alleged cheating, traders piled into Treasury longs at record pace, OpenAI's co-founder joined rival Anthropic, and Kamala chooses Minnesota Gov. Tim Walz as VP pick.

Litquidity Capital
Litquidity Capital
Kuro Monday

Aug 6, 2024

•

14 min read

Kuro Monday

Global stock markets got cooked, traders piled into tail-risk hedges, retail brokerages were hit by outages, Google search was found to be an illegal monopoly, and Japan markets re-lived Black Monday only to rally the next day.

Litquidity Capital
Litquidity Capital
'Twas Fun While It Lasted

Aug 5, 2024

•

14 min read

'Twas Fun While It Lasted

Nasdaq entered correction territory, Japan stocks entered a bear market, the yield curve almost un-inverted, economic data triggered a recession rule, and a junior IB analyst won gold at the Olympics 💪🇺🇸

Litquidity Capital
Litquidity Capital
Load more

Exec Sum

The daily newsletter that curates major news from Wall Street to Silicon Valley, with a touch of memes. Read by 300K+ investment bankers, institutional investors, venture capitalists, and more.