Top Capital Markets Content - Upcarta

Book Dec 23, 2015

Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15

by Edward Chancellor

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Tweet Nov 13, 2022

$TWTR capital structure thread 🧵 Elon had commitments for $13 billion in credit facilities to help finance the Twitter buyout They are shown here. $12.5 billion was likely funded at close with undrawn $500mil revolver 1/ twitter.com/EnergyCredit1

by O&G OG

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Podcast episode May 26, 2023

TIP555: Lessons from the World's Greatest Capital Allocators

by Stig Brodersen and 2 others

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Tweet May 14, 2023

warning: Nerdy-ass Saturday night musing Been trying to think of a framework to apply to determine which technology markets will likely consolidate in the next 12-18 months Here's the 2x2 I've come up with which I'll explain in coming tweets LMK w

by Anand Sanwal

Recommended by 1 person

1 mention

Article Mar 10, 2023

Private Equity's "Bullwhip Market"

by ValueAdd Capital (VAC)

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Article Nov 4, 2022

Overton's window creates opportunities for the brave

by Martin Enlund

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Tweet Nov 3, 2022

Yesterday I discovered something so major that I thought it needs to reach people beyond my paid subscribers. I re-visited our analysis on the factors behind global market liquidity from 2018 👇 and found something very disturbing. Thread. 1/19 gns

by Tuomas Malinen

Recommended by 1 person

1 mention

Paper Sep 17, 2022

Keep on Smiling: Market Imbalance, Option Pricing, and the Volatility Smile

by David Orrell

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Video Sep 4, 2022

SBC 2022: Day 2, Session 8

by Tim Roughgarden

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Tweet Aug 13, 2022

What's the cost of Market Making to Liquidity Providers (LPs)? In a new paper with @ciamac @Tim_Roughgarden @AnthonyLeeZhang we propose a quantitative and rigorous answer: LVR ("loss versus rebalancing," pronounced "lever"): moallemi.com/ciamac/paper

by Jason Milionis

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Podcast episode Aug 8, 2022

Hari Krishnan - Market Tremors & Tail Hedging (S5E11)

by Hari P. Krishnan and Correy Hoffstein

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Article Jul 2, 2022

Anatomy Of A Bear Market: Even The Fed Can't Rescue Market If Earnings Tank | ZeroHedge

by Tyler Durden swallowed the Red Pill

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