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Dive into a collection of past posts and rediscover timeless content.
Rest in Peace, Charlie Munger

Nov 29, 2023

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17 min read

Rest in Peace, Charlie Munger

Charlie Munger passed away at 99, Mark Cuban is selling the Mavs, the Cybertruck is a production nightmare for Tesla, Iger played down Disney’s asset sales, Ivy League presidents were called before Congress on antisemitism concerns, Amazon announced an AI chatbot, and Goldman says the recent drop in volatility is good for hedging.

Litquidity Capital
Litquidity Capital
The Buy Now, Pay Later Economy

Nov 28, 2023

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16 min read

The Buy Now, Pay Later Economy

Shoppers love BNPL, investors see interest rate cuts coming soon, higher mortgage rates are weighing on new home sales, Blackstone’s CEO is eyeing RE deals in Europe, Amazon is the biggest delivery company in the US, and KKR sees private credit in Asia outperforming.

Litquidity Capital
Litquidity Capital
US Shoppers Love Black Friday Deals

Nov 27, 2023

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13 min read

US Shoppers Love Black Friday Deals

The NFL’s Black Friday game on Amazon Prime is a warning sign for traditional TV, investors are holding record cash sums, UBS upgraded big infrastructure investments, airlines braced for busy post-Thanksgiving airports, online Black Friday shopping hit a record high, and Gazprom gas exports to China hit a record high.

Litquidity Capital
Litquidity Capital
Nomura's Private Credit Push

Nov 24, 2023

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15 min read

Nomura's Private Credit Push

Nomura wants a piece of the private credit pie, OpenAI’s rivals are trying to capitalize on its turmoil, Barclays could slash 2,000 jobs, Nvidia delayed the launch of its China-focused AI chip, asset managers are quietly adding ‘ESG’ to their defense portfolios, and Congress is facing a retirement surge.

Litquidity Capital
Litquidity Capital
Everything Is Priced In

Nov 22, 2023

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18 min read

Everything Is Priced In

Nvidia’s 200% revenue growth was priced in, Tiger Global’s Scott Shleifer stepped down as head of private investing, McKinsey is facing wide-ranging headwinds, Warren Buffett donated more Berkshire stock, OpenAI is still courting Sam Altman, and Argentina’s Milei has been greeted by a mix of hostility and support.

Litquidity Capital
Litquidity Capital
Milei Likes the US Dollar

Nov 21, 2023

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15 min read

Milei Likes the US Dollar

Microsoft is willing to let Altman rejoin OpenAI, Citi cut more than 300 senior manager roles, Amazon launched free AI classes to win a talent arms race, OpenAI employees threatened to quit if its board doesn’t resign, Argentina’s new president wants to replace the peso with the US dollar, and Musk sued Media Matters.

Litquidity Capital
Litquidity Capital
It's Over/We're Back, Sam Altman Edition

Nov 20, 2023

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17 min read

It's Over/We're Back, Sam Altman Edition

Sam Altman was fired, potentially rehired, then not rehired over the weekend, Wall Street is tired of ESG, Shakira is on trial for alleged tax fraud, Argentina has a new president, Bob Iger has had a roller coaster year at Disney, and former first lady Rosalynn Carter passed away.

Litquidity Capital
Litquidity Capital
Amazon is a Car Dealership

Nov 17, 2023

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17 min read

Amazon is a Car Dealership

Amazon will soon allow auto dealers to sell cars on their site, Congress wants to expel George Santos after a House Ethics report, Cruise suspended their employee share program, Alphabet’s Pichai says China will be at the forefront of AI, and Jim Harbaugh accepted the Big Ten’s sign stealing suspension.

Litquidity Capital
Litquidity Capital
Starlink IPO Loading

Nov 16, 2023

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18 min read

Starlink IPO Loading

SpaceX wants to IPO Starlink, Biden and Xi’s high stakes meeting began, UK inflation hit a two-year low, Microsoft is working on its own AI chips, US retail sales fell for the first time since March, UAW workers at GM’s largest plant backed the labor pact, and housing inflation is hitting consumers the hardest.

Litquidity Capital
Litquidity Capital
UFC 296: Capitol Hill

Nov 15, 2023

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17 min read

UFC 296: Capitol Hill

A US senator challenged a union boss to a fight in a senate hearing, the FDIC went overboard cos-playing toxic banking culture, China’s property slump is getting worse, Glencore is preparing to divest from coal, and Ken Griffin thinks Miami could usurp NYC as a finance hub.

Litquidity Capital
Litquidity Capital
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