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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The Golden Age of America?
Together with Good Morning, The US just had one of its most eventful weekends in a while, dominated by Donald Trump’s inauguration, presidential memecoins, executive orders, the TikTok ban, and much more. Buckle up, everyone, it’s going to be a crazy next four years. We will be here to keep everyone informed on the most …
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Private for Longer
Together with Good Morning, Point72's AI fund rose 15% in just three months, CFA Level II pass rate fell to a post-Covid low, Asia hedge funds posted their best returns in 15 years, and David Solomon sees declining incentives for startups to IPO. Planful's latest eBook dives deep into the best strategies to stay agile …
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Hindenburg Out
Together with Good Morning, Investments banks are back in business, Apollo extended Marc Rowan's CEO tenure, Israel and Hamas agreed to a ceasefire, TikTok will go dark on Sunday, and Hindenburg Research is bowing out after a historic seven-year short selling campaign. Want to build winning pitchbooks? Join UpSlide's webinar on January 30th at 10:30 am …
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OpenAI Tapped Into Wall Street
Together with Good Morning, JPMorgan's CEO succession took a complicated turn, OpenAI named one of Wall Street's most powerful dealmakers to its board, US sued KKR for skirting antitrust regulations, KPMG plans to compete with US law firms, and EU is reassessing its probes into Big Tech giants. Check out today's sponsor, OLarry, a personalized …
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Post-Election Delusion?
Together with Good Morning, China is weighing a sale of TikTok US to Elon Musk, Goldman is going all in on private credit, Kalshi named Donald Trump Jr. as adviser, Honeywell succumbed to activist pressure, and the post-election stock market rally fizzled. Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI …
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DEI is so 2024
Together with Good Morning, BofA is now forecasting rate hikes after a stellar jobs report, IMF will study risks of PIK debt, biotech VC is booming since the turn of the new year, Point72 is raising fees, the dollar is proving difficult for global peers, and Zuck went full anti-woke on Joe Rogan's podcast after …
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Credit Caught by Surprise
Together with Good Morning, US stock markets remained closed yesterday but deal making and private markets activity continued to boom in a new year frenzy. Bond vigilantes seem to be waking up, with yields surging to multi-month highs. Also, in the most unsurprising fashion, another major private credit deal entered the restructuring arena. Affinity recently …
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Free Speech in the Metaverse
Together with Good Morning, Sam Altman's sister made some wild claims against him, Point72 is entering private credit, AI startups are driving a VC resurgence, Meta removed fact-checking and speech restrictions across its platforms, and deal flow is absolutely booming in the start to 2025. Take your career to the next step in 2025! Level …
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Chadification of Zuck Continues
Together with Good Morning, PE will lobby Trump for access to 401(k)s, McDonald's dropped some DEI efforts, Bridgewater laid off 7% of staff, Chinese VCs are coming after personal assets of failed founders, and Meta named Dana White to the board. Deal flow is picking up, but does modeling still have to take hours? Mosaic …
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Litquidity’s 2024 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 New Year, everyone!
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0DTE 500
Together with Good Morning, Quant funds disappointed in 2024, US revealed a privatization path for Fannie Mae and Freddie Mac, US Steel's CEO tore Biden a new one, Centerview Partners is weighing an IPO after posting a record year, and 0DTE options became the most popular option contract on the S&P 500. Whether you work …
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Short Start to 2025
Together with Good Morning, Hedge funds posted a solid 2024, activist investing campaigns hit a record high, Nvidia's stock surge has made billionaires out of board members in a rare first, and Hindenburg kicked off 2025 with a scathing short report on Carvana. Check out today's sponsor, OLarry, a personalized tax service for individuals and …