Archive

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

Apr 8, 2024

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14 min read

Majors to Ventures

RBC fired its CFO, PIMCO slashed rate cut expectations, AustralianSuper is going big on private markets, Trafigura saw further high-profile leadership exits, big tech seemingly has a big cash problem, and Serena Williams’ VC fund now has 14 unicorns.

Litquidity Capital

Apr 5, 2024

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15 min read

Amazon AI (Anonymous Indians)

JPMorgan reshuffled leadership in IB, layoffs jumped to a 14-month high, commodity trading profits hit a record high, markets reacted to the possibility of zero rate cuts this year, and Amazon reportedly relied on Indian contractors to label purchases at 'Just Walk Out' stores.

Litquidity Capital

Apr 4, 2024

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17 min read

PE Can't Catch a Break

Goldman UK’s gender pay gap problem got worse, virtually all PE assets were sold at discounts last year, women C-suite representation fell for the first time, two Trump SPAC investors pled guilty to insider trading, and Disney beat the activist pressure.

Litquidity Capital

Apr 3, 2024

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17 min read

Citadel Remains Resilient

Citadel’s flagship fund is up 5.7% YTD, UK PE had a lucrative 2022, Blackstone’s REIT came under pressure, Goldman’s wealth clients aren’t interested in crypto, Trump sued Truth Social’s co-founders, and VC 'megafunds' may be history.

Litquidity Capital

Apr 2, 2024

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14 min read

Disney vs Hedge Funds

Citi cut jobs in some top IB groups, India is only second to US in ECM deals, Binance named its first board of directors, Ken griffin warned on US debt, yields surged on strong economic data, and Disney may win their heated battle against three activist hedge funds.

Litquidity Capital

Apr 1, 2024

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15 min read

Zuckerberg Sliding Into DMs

McKinsey is paying staff to leave, the private credit talent war is being fought in court, corporate borrowers are active like never before, global M&A picked up, SBF received 25 years without parole, and Zuckerberg is personally emailing individuals to join Meta.

Litquidity Capital

Mar 28, 2024

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17 min read

Robinhood Express

BoE warned of PE bubble risks, McKinsey upped pressure on US consultants, Robinhood launched a credit card, global ECM rallied in Q1, US small-caps are severely underperforming, the Chemours scandal is heating up, and the FX carry trade continues to shine.

Litquidity Capital

Mar 27, 2024

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18 min read

Jamie Dimon Had a Date

The Fed took a massive L last year, a BoE policymaker thinks markets are overhyping rate cuts, banks are buying bonds at record pace, EY dropped its appeal against sanctions, Latino entrepreneurship is soaring, and Jamie Dimon had a private lunch with the VP.

Litquidity Capital

Mar 26, 2024

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16 min read

Cocoa is the New Bitcoin

Cocoa is the new Bitcoin, Citigroup will complete its sweeping overhaul this week, Brazilian fintechs are being hit by loan defaults, Asian PE deal flow is at its lowest in nine years, and Reddit options traders are highly bullish while Trump’s SPAC options are betting on a crash.

Litquidity Capital

Mar 25, 2024

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14 min read

Cathie Wood's Bitcoin to Outer Space

Japan PE nearly tripled last year, China is investigating PwC for its role in Evergrande’s fraud, Goldman’s hedge fund clients are getting active in crypto, big tech founders are cashing out on stocks, Canada will cap mortgages for certain borrowers, and Cathie Wood valued Bitcoin at $1.5M.

Litquidity Capital

Archive

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

Majors to Ventures

Amazon AI (Anonymous Indians)

PE Can't Catch a Break

Citadel Remains Resilient

Disney vs Hedge Funds

Zuckerberg Sliding Into DMs

Robinhood Express

Jamie Dimon Had a Date

Cocoa is the New Bitcoin

Cathie Wood's Bitcoin to Outer Space

Exec Sum