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McKinsey Billed Trash (Literally)

McKinsey Billed Trash (Literally)

a16z is hoarding Nvidia chips to win AI VC deals, Costco will raise membership fees for the first time since 2017, Bill Hwang was convicted of fraud, and NYC paid $4M to McKinsey for a study on trash cans.

Litquidity Capital
Litquidity Capital
Big Tech 500

Big Tech 500

S&P concentration is raising concerns, BlackRock is bullish on UK and Japan, Goldman execs expect the market rally to slow, China is leading in GenAI adoption, short sellers made $10B despite the Q2 rally, and fund managers are ripping off UK pensions.

Litquidity Capital
Litquidity Capital
Betting on Bets: Wall St Edition

Betting on Bets: Wall St Edition

Morgan Stanley's CIO expects a 10% S&P drawdown, nuclear energy stocks are rallying on the back of AI, gasoline short bets are at a seven-year high, Germany was sitting on ~$2B of Bitcoin, and Wall Street is taking interest in prediction markets.

Litquidity Capital
Litquidity Capital
Happy Q3 To All Who Celebrate

Happy Q3 To All Who Celebrate

What's up Exec Sum fam! The editing team was out relaxing over the long weekend we hope ya'll were too. Yet, markets continued to shape on European elections and robust M&A. We've got it all covered for you below as we get back to bringing the best in markets daily…here's to a great H2🫡

Litquidity Capital
Litquidity Capital
Rallying into Fourth of July

Rallying into Fourth of July

Chinese bankers are flocking to the communist party, Salesforce shareholders rejected its CEO's pay plan, the SOFR hit a YTD high, traders are betting on a Trump re-election, and the S&P and Nasdaq hit fresh milestones heading into the long weekend.

Litquidity Capital
Litquidity Capital
Slow Start to Q3

Slow Start to Q3

ML will make decisions at Bridgewater's newest fund, Millennium returned 6.9% in H1 (nice), DEA called Citigroup money launderers' favorite bank, the Boston Celtics is for sale, and the average S&P stock is up barely 4% this year.

Litquidity Capital
Litquidity Capital
Nvidia 500

Nvidia 500

AI continues to carry the entire stock market, Bain is pulling back from work in China, US banks hiked Q3 dividends, Amazon is pivoting into an AI company, and the presidential debate became the meme of the weekend.

Litquidity Capital
Litquidity Capital
AI-Driven Crypto M&A

AI-Driven Crypto M&A

UK PE leveraged loan defaults are soaring, US IPOs are having their best start since 2021, Asia M&A fees hit a decade low, SCOTUS stripped SEC of major enforcement powers, and crypto caught M&A fever.

Litquidity Capital
Litquidity Capital
"My daddy works at Morgan Stanley😎"

"My daddy works at Morgan Stanley😎"

Q1 private credit returns were nearly double of PE, all major US banks passed the Fed's stress test, the US convertibles market is booming, consultants are reaping big from AI-related work, and an ex-Segantii trader's pay lawsuit took an embarrassing turn.

Litquidity Capital
Litquidity Capital
a16z PE

a16z PE

a16z is moving into PE, PJT's founder expects dealmakers to move from big banks to boutiques, machines are taking the helm at AQR, Amazon is working on a ChatGPT rival, and on-cycle PE recruiting kicked off in the most meme-worthy fashion…

Litquidity Capital
Litquidity Capital
Mega-Fund-Raising Frenzy

Mega-Fund-Raising Frenzy

HPS raised the largest-ever private credit fund, KKR is eyeing its biggest buyout fund yet, Bobby Jain's hedge fund is debuting with over $5B, Premier League clubs are projecting record revenues, and Julian Assange is set to walk free.

Litquidity Capital
Litquidity Capital
Much Needed European Charity

Much Needed European Charity

US credit spreads widened amid political uncertainty, Asian L/S strategies are beating out global peers, emerging market currencies are struggling, Carlyle is betting on a slow energy transition, and American tourists are driving Europe's economic engine.

Litquidity Capital
Litquidity Capital
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