Archive

Dive into a collection of past posts and rediscover timeless content.

Jul 19, 2024

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15 min read

Blackstone's Back in Business

Blackstone increased its pace of investments, foreign holdings of US debt hit a record high, OpenAI is exploring making its own AI chips, and Amanda Staveley is going football club shopping.

Litquidity Capital

Jul 18, 2024

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15 min read

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

Jul 17, 2024

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16 min read

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

Jul 16, 2024

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14 min read

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

Jul 15, 2024

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13 min read

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

Jul 12, 2024

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15 min read

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

Jul 11, 2024

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16 min read

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

Jul 10, 2024

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15 min read

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

Jul 9, 2024

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15 min read

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

Jul 8, 2024

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17 min read

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