S&P Bears Caught Short
Debt ceiling deal drops, Saudi-Russia strain over oil cuts, US unemployment prints, and bank CEOs continue to bail.
Alex Davis, Litquidity Capital /
Ackman Kills Nailing Icahn’s Grave
Icahn tumbles 23% amid flames from Bill Ackman, Nvidia stock soars on blowout guidance, and McCarthy set to send the House home without a debt limit deal.
Alex Davis, Litquidity Capital /
Buffet Bar Goes Bad
Warren Buffett is selling out big, the timeline for a debt ceiling deal gets smaller, and chances of a crypto recovery implode.
Alex Davis, Litquidity Capital /
The Fed Board’s Most Wanted
Schwab sells $2.5B in debt, retailers lose billions annually in theft and the debt ceiling continues to lose fans.
Alex Davis, Litquidity Capital /
Energy Falls from First to Worst
Oil and gas remain the market's worst performer YTD, ECB speak spices up and the BOJ’s new governor commences his hike.
Alex Davis, Litquidity Capital /
Cramer Bullish on Inverse Cramer
Icahn is under federal investigation, Google is doing more stuff with AI, and Robinhood traders can now lose money 24/7.
Alex Davis, Litquidity Capital /
Risk Rally Resuscitates S&P
An equities rally halted the S&P 500’s longest losing streak since Feb, plus US inflation data, key loan and trade figures from China and a Bank of England meeting.
Alex Davis, Litquidity Capital /
Daddy Dimon Gets Deposed
Even Powell's pets could have predicted this, Euro unemployment plummets, and mortgage supply/demand shifts.
Alex Davis, Litquidity Capital /
Sell in May, Save Chair Jay
A battle of the central banks is underway this week, with decisions from the US Fed, ECB and RBA all stealing earnings’ spotlights.
Litquidity Capital, Alex Davis /
SPACash Boom Officially Bust
A record number of SPACs are heading to bankruptcy court, US GDP just dropped, Australian inflation dipped even lower, and can we stop talking about First Republic yet.
Alex Davis, Litquidity Capital /