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Dive into a collection of past posts and rediscover timeless content.
Microsoft's Gaming Cuts

Jan 26, 2024

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17 min read

Microsoft's Gaming Cuts

The US GDP grew by 3.3% last quarter, Jamie Dimon is shaking up JPM’s leadership team, Tesla erased $80B in market cap after Musk’s sales warning, Microsoft cut 1,900 jobs in gaming, China may have more stimulus coming, and Aramco is searching for deals in Asia.

Litquidity Capital
Litquidity Capital
SPACs Under Scrutiny

Jan 25, 2024

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16 min read

SPACs Under Scrutiny

The SEC is cracking down on SPAC sponsors, the S&P hit another record-high close, Tesla is projecting slower growth in 2024, Bank of Canada is expected to hold rates steady, the FAA halted Boeing 737 Max production expansion, HPE was hacked by the same Russian group who hacked Microsoft, and Chipotle wants to bring in new workers for burrito season.

Litquidity Capital
Litquidity Capital
Netflix's Big Wrestling Bet

Jan 24, 2024

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16 min read

Netflix's Big Wrestling Bet

Magnificent Seven stocks are hot again, Apple dialed back its driverless car ambitions, Netflix acquired WWE’s rights, Trump beat Haley in New Hampshire, Chinese property developers are resorting to bizarre marketing tactics, and airlines are souring on Boeing.

Litquidity Capital
Litquidity Capital
Dow 38,000

Jan 23, 2024

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17 min read

Dow 38,000

The Dow hit 38,000, China is weighing a massive stock market rescue package, the EU is upgrading its economic security, US debt hit a record high, Facebook has made a major change after years of PR disasters, humans are still cheaper than AI for most jobs, and Canada is capping international student permits.

Litquidity Capital
Litquidity Capital
Meta Nears $1 Trillion

Jan 22, 2024

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14 min read

Meta Nears $1 Trillion

Risky companies have access to cheap debt, Meta’s stock price hit an all-time high, Terraform Labs filed for bankruptcy protection, Europe is navigating a post-energy crisis world, ocean shipping rates are surging, and Ron DeSantis ended his 2024 presidential campaign.

Litquidity Capital
Litquidity Capital
Zuck Loves Nvidia

Jan 19, 2024

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17 min read

Zuck Loves Nvidia

Zuck is spending billions on Nvidia AI chips, Tesla will showcase its Cybertruck on its China tour, Macy’s is cutting jobs, Google is investing heavily in a new UK data center, drugmakers are raising prices on Ozempic and similar drugs, and India is puting its best foot forward at Davos.

Litquidity Capital
Litquidity Capital
Harvard's Apology Tour

Jan 18, 2024

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17 min read

Harvard's Apology Tour

Spirit is in a tough spot after the failed JetBlue buyout, Sheryl Sandberg left Meta’s board, Apple is banned from selling watches in the US with a blood oxygen sensor, election-year messaging will drive consumer trends, CNN’s newest boss is shaking up their news operations, and Harvard is trying to smooth over relations with Silicon Valley.

Litquidity Capital
Litquidity Capital
RIP Drizly

Jan 17, 2024

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17 min read

RIP Drizly

Japan’s market has been doing well, Uber is closing Drizly, China’s population dropped for a second year, the bill for a record amount of commercial real estate debt is coming due, emerging markets are off to their worst start since 2016, and JPMorgan has to pay an $18M fine for whistleblower protection violations.

Litquidity Capital
Litquidity Capital
Musk Wants More Tesla

Jan 16, 2024

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16 min read

Musk Wants More Tesla

Musk wants a larger Tesla stake, Nvidia is off to a strong start in 2024, taxes will be a big friction point in this year’s election, Goldman is doubling down on lending to the wealthy, the US was hit by waves of extreme cold, and Trump won the Iowa Caucus.

Litquidity Capital
Litquidity Capital
Hertz's Tesla Deal Was a Dud

Jan 12, 2024

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17 min read

Hertz's Tesla Deal Was a Dud

Google is cutting 100s of engineering jobs, large PE backers want their money back, Hertz is selling 1/3 of its EV fleet, JPM saw a record $30B of private debt change hands, Pixar is cutting jobs, inflation numbers came in hot in December, and Airbus jet order demand soared after Boeing’s latest incident.

Litquidity Capital
Litquidity Capital
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