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Dive into a collection of past posts and rediscover timeless content.
Berkshire Hit a Record High

Aug 8, 2023

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16 min read

Berkshire Hit a Record High

US consumer credit card debt exceeds $1T, stocks closed in the green, Credit Suisse is cutting 80% of its Hong Kong IB jobs, Berkshire closed at a record high, Tesla’s CFO stepped down, Apple’s iPhone 15 is reportedly set for mid-September launch, US tech groups are backing TikTok’s challenge to Montana’s state ban, and banks want to dump property loans.

Litquidity Capital
Litquidity Capital
Billion Dollar Barbie

Aug 7, 2023

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18 min read

Billion Dollar Barbie

Barbie is on pace to top $1B in the box office, UBS is set to shake up its IB division, Musk says his fight with Zuck will be streamed on X, global investors are pivoting from China to Japan stocks, and SoftBank is benefiting from the rebound in tech valuations.

Litquidity Capital
Litquidity Capital
Bond Yield Bull Market

Aug 4, 2023

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17 min read

Bond Yield Bull Market

The S&P closed in the red as bond yields continued to rise, DC isn’t worried about Fitch’s downgrade, Elon is a big fan of T Bills, Amazon had a blowout earnings report, Airbnb bookings were lower than expected, BoE raised rates again, and ESPN created a strategic plan for its streaming business.

Litquidity Capital
Litquidity Capital
Dimon Downplayed Fitch

Aug 3, 2023

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19 min read

Dimon Downplayed Fitch

Jamie Dimon and Janet Yellen weren’t fans of Fitch’s downgrade, the US boosted the size of quarterly bond sales for the first time in 2.5 years, European IPOs hit lowest level since 2009, Asian investors are ramping up dollar hedges, Ackman is short US 30Y bonds, and US banks are betting big on AI applications.

Litquidity Capital
Litquidity Capital
Uber Finally Turned a Profit

Aug 2, 2023

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16 min read

Uber Finally Turned a Profit

Fitch downgraded the US from AAA to AA+, fund managers are struggling to attract new capital, Uber is finally generating profits, Apple is headed for its largest Q3 revenue drop in years, China wants banks to delay dollar buying, AMD is planning an AI chip debut, and Meta offered to seek consent for personalized ads in Europe.

Litquidity Capital
Litquidity Capital
ESG Scores Don't Mean Much

Aug 1, 2023

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15 min read

ESG Scores Don't Mean Much

The eurozone economy grew in Q2 after a Q1 decline, traders are bracing for a wave of Treasury sales, the equity-risk premium is at a 20-year-low, the US has a construction worker shortage, companies with high ESG scores are polluting as much as low-score rivals, Exxon is in talks with Tesla and Ford to supply lithium, and SBF may have been behind the $BALD crypto project scandal.

Litquidity Capital
Litquidity Capital
Brazilian Rate Cuts

Jul 31, 2023

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15 min read

Brazilian Rate Cuts

The PCE index rose just 3% YoY, US consumer sentiment hit its highest level in two years, Brazil is cutting rates in August, Barbenheimer sales stayed strong in second weekend, DoorDash is working on an AI chatbot to speed up ordering, and the pay gap between US cities is growing wider.

Litquidity Capital
Litquidity Capital
Sequoia Slashed Its Crypto Fund

Jul 28, 2023

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17 min read

Sequoia Slashed Its Crypto Fund

Sequoia is downsizing its crypto fund, US growth is accelerating on the back of strong consumers, BOJ adjusted its yield curve control policy, China’s debt ratio hit a record, Amazon is infusing Alexa with AI, and Bud Light’s brewer laid off 300+ corporate employees amid sales slump.

Litquidity Capital
Litquidity Capital
No More Fed Hikes?

Jul 27, 2023

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16 min read

No More Fed Hikes?

The Fed raised rates by 25 bps, Meta’s ad business rebounded, investors are dumping Chinese stocks for other emerging markets, the BOJ is keeping ultra-low rates, the EU agreed to create a real-time consolidated record of securities deals, thousands of users have tried Amazon’s AI service, and the PGA tour is making concessions to players concerned about LIV’s Saudi ties.

Litquidity Capital
Litquidity Capital
UPS Union Strike Averted

Jul 26, 2023

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18 min read

UPS Union Strike Averted

UPS and the Teamsters union averted a strike with a new five-year plan, the Fed is set to raise rates to a 22-year high, Warren Buffett bought the dip in energy stocks, Google and Microsoft are paying big bucks in the AI race, TikTok is launching an e-commerce business in the US, and the luxury home market is slowing.

Litquidity Capital
Litquidity Capital
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