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Dive into a collection of past posts and rediscover timeless content.
Steady Rates in Canada

Sep 6, 2023

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18 min read

Steady Rates in Canada

The FTC has a lawsuit set against Amazon later this month, the Bank of Canada plans to hold rates at 5%, Apple linked a new long-term deal with Arm, Musk borrowed $1B+ from SpaceX the same month as his Twitter acquisition, the FAA lifted a brief nationwide ground stop for United Airlines, and Facebook is getting rid of its “News” tab in Europe.

Litquidity Capital
Litquidity Capital
Trouble in the Desert

Sep 5, 2023

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16 min read

Trouble in the Desert

Thousands were stranded in Burning Man after a storm turned the desert into muck, investors are feeling antsy after a summer rally, Delta is the US’s top airline in several categories, Xi is skipping the G20 summit, diamond prices are in free fall, and another Binance exec left the company.

Litquidity Capital
Litquidity Capital
Banks Are Done with Work-From-Home

Sep 1, 2023

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15 min read

Banks Are Done with Work-From-Home

UBS had a ‘historic’ $28.8B Q2 profit thanks to its Credit Suisse acquisition, banks are getting tough on return-to-office laggards, confidence in the carbon credit market is decreasing, China is trying to boost its economy and currency, airline earnings outlooks are dropping, and NYC’s Pension CIO sees little impact from Wall Street’s ESG pullback.

Litquidity Capital
Litquidity Capital
(Credit Card) Rate Hikes Soon

Aug 31, 2023

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17 min read

(Credit Card) Rate Hikes Soon

US companies added 177k jobs in August, Amazon and Shopify struck a new deal, Biden wants more salaried workers to get overtime, Visa and Mastercard are ready to raise credit card fees, Google introduced generative AI to search in India and Japan, and Reid Hoffman is stepping back from his investment role at Greylock.

Litquidity Capital
Litquidity Capital
Bitcoin ETF Loading?

Aug 30, 2023

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31 min read

Bitcoin ETF Loading?

Stocks were up big yesterday, a US court overruled the SEC’s rejection of Grayscale’s bitcoin ETF, US banks may have to raise $70B in debt to match new risk mitigation guidelines, Vinfast’s stock performance stands out in a beaten down SPAC market, and Mullen sued Schwab and TD Ameritrade.

Litquidity Capital
Litquidity Capital
iPhone Supply Chain Issues

Aug 29, 2023

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15 min read

iPhone Supply Chain Issues

Apple’s iPhone supply chain is splintering under US-China tensions, OpenAI launched ChatGPT enterprise, Citadel vetted 69k intern applicants to find math geniuses, student loans are emerging from deep freeze, Google is selling maps data to companies building solar products, and 3M reached a roughly $5.5B earplugs settlement.

Litquidity Capital
Litquidity Capital
NYC's Big Migrant Crisis

Aug 28, 2023

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14 min read

NYC's Big Migrant Crisis

Central bankers are preoccupied with post-inflation challenges, emerging market funding is getting creative as dollar bonds dry up, rising long-term rates loom over autumn on Wall Street, NY’s governor is under fire for NYC’s migrant crisis, China cut its stock trade tax, and India’s moon landing made history.

Litquidity Capital
Litquidity Capital
JPM's Leveraged Loan W

Aug 25, 2023

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15 min read

JPM's Leveraged Loan W

Fed officials see rates close to their peak, the China stimulus rally lasted just 10 minutes, JPMorgan won a ruling that leveraged loans aren’t securities, Apple is backing California’s right-to-repair bill, mortgage rates hit 7.23%, T-Mobile US is laying off 5,000 employees, and Zillow is offering 1% down payments to lure struggling homebuyers.

Litquidity Capital
Litquidity Capital
Nvidia Is the Stock Market

Aug 24, 2023

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17 min read

Nvidia Is the Stock Market

US Q1 payroll numbers are likely to be revised down, Nvidia’s stock continues to defy gravity after stellar earnings, the SEC is taking on PE and hedge funds, Juul is cutting 30% of its staff, Big Tech is bracing for new EU regulations, BRICS are inviting the Saudis to join, and Nike’s stock fell for a 10th straight day.

Litquidity Capital
Litquidity Capital
Goldman Is Tired of WFH

Aug 23, 2023

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16 min read

Goldman Is Tired of WFH

UPS workers approved a massive labor deal, Goldman wants everyone in the office five days per week, the BNB token price is tumbling, Iran is aiming to boost its oil output, Airbnb hosts are scrambling with NYC’s new regulations, and two regional Fed boards sought to hold rates steady in July.

Litquidity Capital
Litquidity Capital
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