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

Oct 4, 2023

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17 min read

McCarthy Got Canned

Kevin McCarthy was ousted as House Speaker, credit markets wobbled during the most recent Fed speech, Amazon is using an algorithm to raise prices, Dalio feels cautious about US-China relations, Bill Gross says the surging 10-year yield could test 5% in the short term, and Netflix plans to raise prices after the actors strike ends.

Litquidity Capital
Litquidity Capital
Luxury Retailers Love US Real Estate

Oct 3, 2023

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19 min read

Luxury Retailers Love US Real Estate

Gucci and Chanel are gobbling up US real estate, rising rates will likely affect bank balance sheets next quarter, Jamie Dimon predicted a 3.5 day work week for the next generation, the Russell 2000 turned negative for the year, Evergrande shares resumed trading, and Netflix is selling merch.

Litquidity Capital
Litquidity Capital
Student Loan Payments Are Back

Oct 2, 2023

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16 min read

Student Loan Payments Are Back

Student loan bills are back, London is on pace to become Europe’s biggest stock market again, Ackman is looking for new SPARC deals, Biden signed a bill to keep the government open, Americans are still spending like crazy, Microsoft’s Nadella is testifying at Google’s antitrust trial, and small business bankruptcies are on the rise.

Litquidity Capital
Litquidity Capital
Ryan Cohen: $GME CEO

Sep 29, 2023

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19 min read

Ryan Cohen: $GME CEO

Ryan Cohen is now the CEO of GameStop, zero-day options are the majority of S&P options volume, Evergrande’s chairman is under surveillance, Meta’s new AI assistant was trained on public Facebook and Instagram posts, and senators are pushing for the release of Even Gershkovic.

Litquidity Capital
Litquidity Capital
Meta's Hot New Specs

Sep 28, 2023

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19 min read

Meta's Hot New Specs

Meta is launching smart glasses, ChatGPT now has internet access, Delta’s CEO walked back recent SkyMiles changes, Costco’s CEO said more young people are getting memberships, the dollar surge is impacting forex, and Peloton has a new partnership with Lululemon.

Litquidity Capital
Litquidity Capital
Lina Khan vs. Amazon

Sep 27, 2023

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17 min read

Lina Khan vs. Amazon

The FTC sued Amazon for anti-competitive practices, OpenAI may be selling shares at a ~$90B valuation, McKinsey is paying $320M to settle more opioid lawsuits, the CIA is building an AI tool, China’s industrial profits continue to decline, and Target is closing multiple stores due to violence and theft.

Litquidity Capital
Litquidity Capital
What Can't ChatGPT Do?

Sep 26, 2023

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17 min read

What Can't ChatGPT Do?

Taylor Swift is the NFL’s newest star, the SEC collected Wall Street Whatsapp messages, hedge funds are cutting leverage fast, ChatGPT has new audio and image capabilities, taxpayers are footing the bill for Russian oligarch yacht maintenance, and movie stocks popped on potential news of a deal between writers and studios.

Litquidity Capital
Litquidity Capital
Lego Bricks Stay Oily

Sep 25, 2023

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16 min read

Lego Bricks Stay Oily

Lego is abandoning its effort to make oil-free bricks, Chinese gold buying is impacting bullion pricing, MS’s Zenter says the Fed is done raising rates for now, Unifor workers voted in favor of Ford contract, Thailand expects big investments from big tech companies, and Singapore is Japan’s top property investor this year.

Litquidity Capital
Litquidity Capital
IPOs Returning to Earth

Sep 22, 2023

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17 min read

IPOs Returning to Earth

Recent high-flying IPOs have seen their stocks return to their offer prices, 10-year yields hit a 16-year high, India-Canada tensions are growing, Apple is giving out smaller raises to its retail employees, the Saudi crown prince is pro-sportswashing, and UAW’s demand for a 32-hour workweek took a backseat in negotiation talks.

Litquidity Capital
Litquidity Capital
New Dall-E Next Month

Sep 21, 2023

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20 min read

New Dall-E Next Month

The Fed left rates unchanged but signaled for another rate hike this year, OpenAI says a new Dall-E iteration is coming next month, Klaviyo’s founders are billionaires after a strong IPO, DeSantis shrugged off Ken Griffin’s criticism of his Disney fight, and SpaceX sued the Justice Department.

Litquidity Capital
Litquidity Capital
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