Featured
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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and …
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When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
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DFIN: The Virtual Data Room provider trusted by Wall Street
In this Sunday Deep Dive, we talk about DFIN, one of the biggest & most-trusted virtual data room providers on Wall Street, processing billions in deal documents a year and ensuring bankers have one less thing to worry about when they’re grinding on live deals.
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Musk’s Mega-Merger Bender Begins
Together with Good Morning, Trump will announce his Fed chair pick today, Blackstone has lined up 'one of largest IPO pipelines in history,' OpenAI is making progress on a $100B pre-IPO funding round, and Musk is considering merging SpaceX with Tesla or xAI ahead of its historic IPO as he begins consolidating his $3T+ business …
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Astrology >> Fundamental Analysis
Together with Good Morning, South Korea overtook Germany in stock market value, mining stocks gained $500B in market cap since Jan 1st, Meta investors green-lit Zuck's AI spending after a stellar earnings, Carvana's stock plunged on a short seller report, and Musk is using astrology to time his historic SpaceX IPO to boost chances for …
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Heated Rivalry: Wall Street Edition
Together with Good Morning, Sydney Sweeney launched a lingerie brand, Citadel is joining the metals rush, private credit firms are selling debt to themselves at record rate, traders are the most risk-on since 2021, gold is moving vertically, and JPMorgan is pressuring its M&A bankers to catch up to Goldman. Diversify beyond volatile stocks and …
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Startup-on-Startup M&A
Together with Good Morning, BlackRock's bond CIO is suddenly the favorite for Fed chair, Bridgewater CIOs say AI spending could reshape the economy, bond traders are hiking duration risk on a Fed rate cut pause, US raised tariffs on South Korea after trade deal delays, and startups are increasingly buying startups as AI reshapes the …
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Here we go again
Together with Good Morning, US threatened 100% tariffs on Canada if their China deal goes through, private credit funds are raising billions despite risks, Goldman boosted D-Sol's pay to $47M, TikTok completed its US divestment deal, and odds of a government shutdown surged following major federal law enforcement controversies in Minnesota. If you actively trade …
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Donny Dumps on Jamie
Together with Good Morning, Venezuela lawmakers are set to back capitalist oil sector reforms, SpaceX hired four banks to lead its historic IPO, Jared Kushner set out a $30B vision for 'New Gaza,' investors are cashing out of private credit funds in droves, and Trump sued JPMorgan and Jamie Dimon for $5B for 'woke'-inspired debanking. …
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The Art of the Concept of a Deal
Together with Good Morning, Bessent is not concerned about 'irrelevant' countries selling Treasuries, Deutsche's CEO personally called Bessent to distance the bank from an analyst's Greenland report, Trump snubbed BofA's CEO from an invite list for a second time, and US paused tariffs on Europe after reaching a framework deal with Greenland. We're teaming up …
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Litquidity’s 2025 Year-End Letter
The annual recap of what I’ve been up to the past year and where I see the future of the Litquidity brand. Happy (belated) New Year, everyone!
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No More Mr. Nice Guy
Together with Good Morning, Bessent spoke with Japan officials after a global bond selloff, Danish pension AkademikerPension will exit US Treasuries, BofA hired just 1% of grads from a 200k applicant pool, Netflix revised its bid for Warner Bros, and activist investors plan to push even harder for corporate breakups this year. Mizuho's Nick Setyan …
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Greenland on Thin Ice
Together with Good Morning, Trump blasted Jamie Dimon, TCI broke Citadel's hedge fund profit record, CEO revenue confidence hit a five-year low, BlackRock's bond CIO Rick Rieder is gaining traction for Fed Chair, Musk is seeking $135B in damages from OpenAI, and US raised tariffs on Europe in the fight for Greenland. Oceans is reimagining …
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SanDisk Stock Soars
What’s Been Driving the Move in SanDisk SanDisk has emerged as one of the most closely watched names in the memory and storage space in early 2026, as investors reassess how artificial intelligence is reshaping demand across the semiconductor stack. The company’s recent prominence reflects broader shifts in the memory market rather than any single …
