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Dive into a collection of past posts and rediscover timeless content.
No Indication of a Recession

Mar 22, 2024

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18 min read

No Indication of a Recession

Williams F1 seemingly ran its entire F1 operation on one excel sheet, global IPO headlines were booming yesterday, Switzerland surprised with a rate cut, Germany betrayed Adidas for Nike, Amazon is fearsome of Temu and Shein competition, and US yield curve inversion is now the longest on record.

Litquidity Capital
Litquidity Capital
Julian Assange Might Beat the Case

Mar 21, 2024

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17 min read

Julian Assange Might Beat the Case

Union workers are seeing massive wealth gains, US is no longer a top 20 happiest country, high rates are not slowing borrowing, European borrowers are barely defaulting, the Fed will slow the rate of QT, and Julian Assange might soon be a free man.

Litquidity Capital
Litquidity Capital
Beginning of a Bitcoin Monopoly

Mar 20, 2024

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15 min read

Beginning of a Bitcoin Monopoly

JPMorgan set up a sports IB team, Wall Street and Europe IB bonuses declined, Texas schools pulled $8.5B from BlackRock, bond traders are upping short bets, CalPERS will invest over $30B in private markets, and MicroStrategy now owns ~1% of all Bitcoin.

Litquidity Capital
Litquidity Capital
Can Barings Bear the Heat

Mar 19, 2024

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17 min read

Can Barings Bear the Heat

40 high-profile traders from Citadel and others are expected to debut their own funds this year, BOJ entered a new regime of monetary policy today, PE is seeking help from private credit, the corporate bond rush is defying high rate fears, and the Corinthia-Barings drama might just make for a thriller movie.

Litquidity Capital
Litquidity Capital
No Stopping the Charging Bulls

Mar 18, 2024

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13 min read

No Stopping the Charging Bulls

Traders can’t care less about a selloff, PE funds are struggling to exit China investments, middle managers are facing the worst of layoffs, Nvidia is not the best performing tech stock, SBF considered coming out as Republican, and home buying costs could fall big after a groundbreaking settlement.

Litquidity Capital
Litquidity Capital
Everything-Backed Securities

Mar 15, 2024

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19 min read

Everything-Backed Securities

Goldman has a women exodus problem, PE is betting on everything that’s ever financed, corporate defaults are matching 2008 levels, Morgan Stanley named an AI head, a hedge fund manager is facing arrest, and TikTok M&A is heating up.

Litquidity Capital
Litquidity Capital
Busted Banks to Booming SPACs

Mar 14, 2024

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18 min read

Busted Banks to Booming SPACs

Goldman is the sole bull on US commercial real estate, hedge fund leverage is near record highs, PwC Australia let go of 37 partners, a new SPAC plans to merge with failed US banks, and FT published a hit piece on how Evercore is closing in on bulge bracket rivals.

Litquidity Capital
Litquidity Capital
The Goldman Age of Private Credit

Mar 13, 2024

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18 min read

The Goldman Age of Private Credit

Police raided AC Milan over their Elliott PE sale, Toyota shorts are out in full force, Goldman is seeking a $300B private credit portfolio, FC Barcelona may break up with Nike, an ex-Wall Street banker is challenging AOC for Congress, and cocoa markets are on the brink of chaos.

Litquidity Capital
Litquidity Capital
PE is Not Cooking

Mar 12, 2024

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17 min read

PE is Not Cooking

A Boeing whistleblower was found dead, Jamie Dimon warns a US recession is “not off the table” yet, PE is sitting on record unsold assets, big tech isn’t the sole stock rally driver, Europe’s IPO market is recovering quick, Biden unveiled a $7.3T budget, and ISIS is increasingly relying on crypto to fund operations.

Litquidity Capital
Litquidity Capital
Audi F1: A New Era

Mar 11, 2024

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14 min read

Audi F1: A New Era

Investors dumped tech stocks at the fastest rate ever, investors are flocking to all sorts of bonds, EY deals staff are sick of their leaders, BOJ may exit negative rates, hedge funds are threatening to pull out of India investments, and Sam Altman returned to OpenAI’s board.

Litquidity Capital
Litquidity Capital
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