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Dive into a collection of past posts and rediscover timeless content.
Microsoft Got Blocked

Apr 27, 2023

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19 min read

Microsoft Got Blocked

The UK blocked Microsoft’s $69B purchase of Activision Blizzard, US business spending continued to fall in March, S&P 500 earnings are coming in better than expected, Biden said US chip subsidies weren’t designed to hurt China, First Republic is seeking more big bank help, and Disney sued Ron DeSantis.

Litquidity Capital
Litquidity Capital
First Republic Fire Sale

Apr 26, 2023

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21 min read

First Republic Fire Sale

First Republic Bank’s stock fell by ~50% after the company reported $100B in net outflows, Biden will veto the Republicans’ debt bill if passed by Congress, US new-home sales hit a one-year high in March, Netflix is investing billions in South Korean content, and Binance.US terminated its deal to buy Voyager Digital.

Litquidity Capital
Litquidity Capital
Farewell Tucker and Lemon

Apr 25, 2023

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20 min read

Farewell Tucker and Lemon

Fox and CNN dropped Tucker Carlson and Don Lemon, earnings are outperforming pessimistic estimates, hedge funds are shorting treasuries, LVMH surpassed a $500B market cap, China guided banks to cut deposit rates, and 48% of US voters support a TikTok ban.

Litquidity Capital
Litquidity Capital
Larry Fink Has Paper Hands

Apr 24, 2023

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16 min read

Larry Fink Has Paper Hands

SVB’s CEO and CFO resigned, central banks are loading up on gold, Moody’s downgraded 11 regional banks, Norway’s wealth fund posted an $84B Q1 profit, Tiger Global’s $12.7B venture fund is down 20%, Credit Suisse posted a record $5B of outflows during March turmoil, and Larry Fink sold 7% of his BlackRock stake.

Litquidity Capital
Litquidity Capital
ESG Is So Last Year

Apr 21, 2023

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18 min read

ESG Is So Last Year

Companies are laying low on ESG amid backlash, CDS on US Treasuries hit their highest level since 2011, First Citizens’ takeover of SVB isn’t going smoothly, home prices experienced their biggest YoY drop since 2012, IKEA is planning its biggest-ever US expansion, Meta is cutting 10% of its UK workforce, and SpaceX’s Starship exploded mid-flight.

Litquidity Capital
Litquidity Capital
Buy Now, Eat Later

Apr 20, 2023

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18 min read

Buy Now, Eat Later

Americans are using BNPL for groceries, McCarthy unveiled a $1.5T debt ceiling increase proposal, UK inflation remained above 10% in March, Oil exports from Russia’s western ports hit a four-year high, CS bankers compete to retain jobs after UBS takeover, Microsoft is developing its own AI chip, and Reddit will charge companies for access to its API.

Litquidity Capital
Litquidity Capital
Coinbase Might Go Global

Apr 19, 2023

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20 min read

Coinbase Might Go Global

Coinbase may relocate outside the US without changes to regulation, China’s GDP grew 4.5% YoY in Q1, US consumers are falling behind on payments, EU agreed to a $47B chip plan in response to US/Asia competition, McKinsey and Bain are delaying start dates for MBA hires, and US craft beer production remained flat in 2022.

Litquidity Capital
Litquidity Capital
Apple x Goldman Savings Account Collab

Apr 18, 2023

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17 min read

Apple x Goldman Savings Account Collab

Apple and Goldman launched a savings account paying 4.15% interest, US manufacturing commitments keep climbing, BlackRock is helping the FDIC sell $114B of SVB and Signature Bank assets, US labor supply returned to pre-pandemic levels, US shareholder activism dropped 30% in Q1, and earnings season is off to a hot start.

Litquidity Capital
Litquidity Capital
Massive Earnings Week Inbound

Apr 17, 2023

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15 min read

Massive Earnings Week Inbound

It’s a big week for earnings calls as names like Goldman, Tesla, and Netflix report Q1 results, US money market funds are continuing to see heavy inflows, Yellen expects US banks to tighten lending, Musk is planning an OpenAI rival, and Ferrari has record orders into 2024.

Litquidity Capital
Litquidity Capital
Rental Market Cool Down

Apr 14, 2023

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15 min read

Rental Market Cool Down

Rent inflation is cooling, Twitter partnered with eToro to let users trade stocks and crypto, Chinese exports surged in March, Amazon is facing 18 shareholder proposals this year, Apple tripled iPhone production in India, Sweden’s largest pension fund fired its CEO, and Bernard Arnault is now worth $210B+.

Litquidity Capital
Litquidity Capital
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