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Dive into a collection of past posts and rediscover timeless content.
Wall Street Loves NYC Pensions

Oct 31, 2023

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16 min read

Wall Street Loves NYC Pensions

Wall Street made bank in fees from NYC pensions, the US cut its quarterly borrowing target to $776B, Meta paused ads for users under 18 in Europe, Google’s CEO defended their Apple search partnership, Biden is looking to cut AI risks with an executive order, and X claims that it’s worth $19B one year after Musk’s acquisition.

Litquidity Capital
Litquidity Capital
Google's Newest AI Bet

Oct 30, 2023

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13 min read

Google's Newest AI Bet

Google invested $2B in OpenAI competitor Anthropic, the US Treasury is likely boosting auction sizes as the budget deficit worsens, Asian central banks could hike rates more, Ken Griffin flew Citadel’s Asia-based staff to Tokyo Disney, and Two Sigma had a big trading scandal.

Litquidity Capital
Litquidity Capital
Taylor Swift Billionaire Club

Oct 27, 2023

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18 min read

Taylor Swift Billionaire Club

Taylor Swift is now a billionaire thanks to her Eras tour, the US economy had a blockbuster Q3, BlackRock thinks private debt will double by 2028, Fidelity wants to expand its reach in the ETF market, WeWork’s creditors are fighting for control of the company, and Apple might face a watch import ban.

Litquidity Capital
Litquidity Capital
New Morgan Stanley CEO on Deck

Oct 26, 2023

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16 min read

New Morgan Stanley CEO on Deck

Morgan Stanley named Ted Pick as the bank’s next CEO, Biden is embracing AI as a national security tool, Alphabet’s stock had its worst day since March 2020, Ford and UAW neared a tentative labor deal, X rolled out audio and video calling, and demand continues to slow for electric vehicles.

Litquidity Capital
Litquidity Capital
FTX Wants to Restart Trading

Oct 25, 2023

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18 min read

FTX Wants to Restart Trading

FTX is considering proposals from three bidders to restart its crypto exchange, Jamie Dimon ripped central banks for being 100% wrong on their forecasts, the BoE is likely to hold its rates steady, Microsoft’s earnings growth accelerated, and China’s property crisis is upending tens of thousands of lives.

Litquidity Capital
Litquidity Capital
Bitcoin Is Back on the Menu

Oct 24, 2023

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16 min read

Bitcoin Is Back on the Menu

Bitcoin rallied more than 10% on ETF optimism, Ackman and Gross closed their bond shorts, SpaceX signed a new deal to launch European satellites, revitalizing America’s downtowns will be expensive, and Tesla is facing a new DOJ probe.

Litquidity Capital
Litquidity Capital
Big Tech Earnings on Deck

Oct 23, 2023

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15 min read

Big Tech Earnings on Deck

Car owners are falling behind on payments at the highest rate on record, European money managers are betting on higher ECB rates, Argentina’s Peronists outperformed expectations in the country’s general election, Hollywood actors and studios restarted contract negotiations, and big tech earnings will put the stock market to the test this week.

Litquidity Capital
Litquidity Capital
Tim Cook's China Tour

Oct 20, 2023

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17 min read

Tim Cook's China Tour

Powell signaled that the Fed will stay on hold, Credit Suisse is preparing for more job cuts, Harvard’s endowment outperformed Yale’s, the 60-40 strategy had its worst year in generations, home sales slid to the lowest pace since 2010, PC demand is back, and Tim Cook made a surprise visit to China.

Litquidity Capital
Litquidity Capital
Ackman Still Loves the SPAC Market

Oct 19, 2023

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19 min read

Ackman Still Loves the SPAC Market

The 10-year yield is approaching 5%, Ackman is playing the SPAC market on his own terms, Biden is seeking an unprecedented Israel package, Sequoia is being targeted by the US Committee’s China tech investment probe, Netflix is raising prices after its best subscriber gain in years, and Delta walked back changes to its SkyClub access.

Litquidity Capital
Litquidity Capital
Binance Blocked Dollar Withdrawals

Oct 18, 2023

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20 min read

Binance Blocked Dollar Withdrawals

Binance.US paused dollar withdrawals, retail sales rose by 0.7% in September, Nvidia stock fell on news of US restrictions on AI chip exports, GM is delaying its all-electric truck production at Michigan plant, Airbnb faces curbs in Canada, and protests in Guatemala are closing roads.

Litquidity Capital
Litquidity Capital
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