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Dive into a collection of past posts and rediscover timeless content.
Tucker's Russia Trip

Feb 9, 2024

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16 min read

Tucker's Russia Trip

Goldamn is facing a CFTC probe, Tucker Carlson interviewed Putin in Moscow, Einhorn said markets are ‘fundamentally broken,’ top US venture firms funded blacklisted Chinese companies, Sam Altman wants trillions to reshape the chip industry, and Google rebranded Bard AI to Gemini.

Litquidity Capital
Litquidity Capital
Disney Bets on Fortnite

Feb 8, 2024

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17 min read

Disney Bets on Fortnite

Investors have a strong appetite for 10-year treasuries, Citadel got Morgan Stanley’s block-trading leaks, the BOJ ruled out rapid rate hikes, the biotech IPO window is opening, DoorDash is expanding overseas, Soho House stock tumbled on a shortseller report, and Disney invested in Epic Games.

Litquidity Capital
Litquidity Capital
Adam Neumann's Second Act & Litquidity's Unveiling

Feb 7, 2024

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16 min read

Adam Neumann's Second Act & Litquidity's Unveiling

Litquidity's identity has been revealed, Adam Neumann wants to rebuy WeWork, Snap’s stock tanked after earnings (again), tech layoffs keep coming, the SEC is increasing oversight of hedge funds, NYCB’s credit grade got cut to junk by Moody’s, and Tucker Carlson is interviewing Putin.

Litquidity Capital
Litquidity Capital
Bullish on India

Feb 6, 2024

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17 min read

Bullish on India

Wall Street is ditching China for India, Meta has figured out how to sell the Metaverse, the Senate released its bipartisan Israel/Ukraine/border security proposal, tech layoffs contineu, Dartmouth is reinstating SAT requirements, and Bill Gross is betting on a steeper yield curve.

Litquidity Capital
Litquidity Capital
2026 World Cup Live from New Jersey

Feb 5, 2024

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14 min read

2026 World Cup Live from New Jersey

Apple’s Vision Pro is the hottest new consumer tech item on the market, Powell said the Fed is wary of cutting rates too soon, Big Tech stocks are looking pricy, Macy’s CEO is looking to revive the 166-year-old brand, Facebook turned 20, and the World Cup final will be held at MetLife Stadium.

Litquidity Capital
Litquidity Capital
Zuck's Big Bounceback

Feb 2, 2024

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18 min read

Zuck's Big Bounceback

Tim Cook teased Apple AI announcement later this year, Musk wants to move Tesla’a incorporation from Delaware to Texas, Apple’s China slump is deepening, JPM says to exit five-year Treasury bets, Japanese retail investors are piling billions into Indian equities, and Nvidia’s CEO is bullish on nations wanted their own AI systems.

Litquidity Capital
Litquidity Capital
No Rate Cuts (Yet)

Feb 1, 2024

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17 min read

No Rate Cuts (Yet)

Jerome Powell said a March rate cut is not likely, Musk and Tesla’s board will have to start from scratch on a pay deal, Barry Sternlicht sees a $1T loss in the office market, Boeing is being sued by shareholders, remote workers and middle managers are first in line to be fired, and Brazil’s central bank cut rates.

Litquidity Capital
Litquidity Capital
Delaware Blocked Musk's Pay Day

Jan 31, 2024

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16 min read

Delaware Blocked Musk's Pay Day

Musk’s Tesla comp package got voided by a Delaware judge, JPM quants warned of Dot-Com style concentration in US stocks, UPS to cut 12,000 jobs, Evergrande’s bond holders could wait years for payouts, and Walmart announced a stock split.

Litquidity Capital
Litquidity Capital
Regulators Hate Vacuum Monopolies

Jan 30, 2024

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16 min read

Regulators Hate Vacuum Monopolies

Amazon abandoned its Roomba acquisition due to regulatory issues, Senator Warren wants J Pow to cut rates, Musk’s Neuralink just completed its first brain tech implant, Tencent says its gaming business is under threat, Ark is buying Tesla stock, and Toyota was the world’s best-selling automaker in 2023.

Litquidity Capital
Litquidity Capital
All Eyes on Big Tech Earnings

Jan 29, 2024

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15 min read

All Eyes on Big Tech Earnings

All eyes are on big tech earnings this week, plummeting inflation has the Fed watching out for rising real interest rates, Meta is welcoming a headset war with Apple, Argentina’s president says he’s delivering on his free-market revolution, and United’s CEO kickstarted talks with Airbus amid Boeing delays.

Litquidity Capital
Litquidity Capital
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