Archive

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

Mar 8, 2024

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17 min read

Don't Bank on the Banks

US has a growing bank problem, bank profits dropped by half due to bank failure costs, leveraged Nvidia bets are at record highs, SMBs are optimistic despite debt burdens, Canadian bank execs missed bonus targets, and Ray Dalio wants Taylor Swift for President.

Litquidity Capital

Mar 7, 2024

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17 min read

PE & Failing Banks: A Love Story

PE has taken a liking to failing banks, OpenAI exposed Musk for hypocrisy, the Fed may reduce Basel capital burdens, Binance launched a perfume, Nvidia insiders cashed in, and NASA is recruiting astronauts in what may be the most competitive job ever.

Litquidity Capital

Mar 6, 2024

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19 min read

Healthcare PE Under Scrutiny

PwC stripped some partners of leadership, US will probe healthcare PE, global M&A is on for a recovery, bond investors are punishing banks with heavy CRE exposure, Zillow was hit by a short seller report, Miami Beach is sick of spring breakers, and crypto had a day.

Litquidity Capital

Mar 5, 2024

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16 min read

Reddit's IPO Risk: Reddit

Goldman's CIO said don’t invest in China, Reddit traders are threatening to short Reddit’s IPO, corporate junk debt defaults are kicking in, UK may allow private firms to trade on exchanges, cash returns now equal bonds’, and Whole Foods is launching NYC bodegas.

Litquidity Capital

Millennials Standing on Business (Inheritance)

Mar 4, 2024

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16 min read

Millennials Standing on Business (Inheritance)

BlackRock abandoned "ESG" investing, Wall Street is retreating on DEI efforts, quantitative tightening is barely working, Super Micro is up 2000% in two years, Fitch downgraded NYCB to junk, Musk sued OpenAI, and Millennials are set to inherit $90 trillion.

Litquidity Capital

Mar 1, 2024

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15 min read

New Enron Brewing

Crypto HF mangers are working around the clock, Ray Dalio does not see US markets as in a bubble, trouble is intensifying at NYCB, New York shut down a Harvard MBA-run Ponzi scheme, Nasdaq closed at an all-time high, and Chemours is showing signs of an Enron.

Litquidity Capital

Feb 29, 2024

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16 min read

The Bitcoin Bounceback

Financial Times launched a venture arm, SBF is advising prison guards on crypto, the SEC is investigating OpenAI, Wendy’s canceled its surge pricing plans, OpenAI accused NYT of manipulating ChatGPT, Universal Music is escalating its feud with TikTok, and Bitcoin’s rally caused Coinbase to crash.

Litquidity Capital

Feb 28, 2024

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19 min read

Hamburger Derivatives Coming Soon?

McKinsey is in hot water over their China relationship, investors are growing nervous about the private credit boom, SEC accused an ex-CEO of orchestrating a meme-stock rally, the European parliament banned Amazon lobbyists, and Wendy’s will test surge pricing in 2025.

Litquidity Capital

Feb 27, 2024

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18 min read

Nvidia Craze Continues

JPMorgan and Citigroup reshuffled some IB leadership, Nvidia bets are dominating options markets, Nvidia is now the most desirable place to work, hedge funds are dropping tech stocks, big tobacco is struggling to stay relevant, and Google saw a $90B sell-off over their AI debacle.

Litquidity Capital

Feb 26, 2024

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15 min read

Litquidity 🤝 Pay Transparency

Goldman is facing a new wave of leadership unrest, markets are rallying to new highs, energy traders are sitting on massive cash piles, investors are fleeing non-Tesla EV stocks, some retailers are fearing deflation, and Litquidity continues to bring pay transparency to the street.

Litquidity Capital

Archive

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

Don't Bank on the Banks

PE & Failing Banks: A Love Story

Healthcare PE Under Scrutiny

Reddit's IPO Risk: Reddit

Millennials Standing on Business (Inheritance)

New Enron Brewing

The Bitcoin Bounceback

Hamburger Derivatives Coming Soon?

Nvidia Craze Continues

Litquidity 🤝 Pay Transparency

Exec Sum