Archive news from Matt Levine

Date Headline Description #
8-Aug-2024 Coal Is Cool Now Also VIX futures options, the Ripple ruling, private credit and portfolio manager pay. Request summary
12-Aug-2024 Leverage Goes Down When Markets Go Down Also August volatility, Bank of America hours, Musk conflicts and some father/son insider trading. Request summary
13-Aug-2024 Hedge Funds Take Money From Each Other Also NovaTech, Brock Pierce and astrology. Request summary
14-Aug-2024 JAB Is an Expensive Family Office Also Starbucks governance, BofA hours, X forum shopping and Ivy League sports. Request summary
15-Aug-2024 Stablecoins Can Have Bank Runs Also Credit Suisse risk management, lawyer-on-creditor violence, more cell phone fines, Starbucks governance and astrology-based consumer lending. Request summary
26-Aug-2024 Carl Icahn Had Some Hidden Loans Margin, algorithmic collusion, Nvidia hours, Tether investments and the “head of macro” guy. Request summary
27-Aug-2024 Accounting Isn’t Cool Anymore Also Paramount, CLO insider trading and hacking the transfer agent. Request summary
28-Aug-2024 Activist Shorts Can Still Have Fun Kerrisdale’s disclaimer, BLS information security, Nvidia as a macro indicator, Two Sigma and the Libyan central bank. Request summary
29-Aug-2024 Bill Ackman Has Some More PSUS Ideas Also gas manipulation, data room confidentiality and Nvidia as a macro indicator. Request summary
3-Sep-2024 Triple ETFs Triple Your Fun Leveraged single-stock funds, astrology-based investing, OpenAI’s capped profits, Musk’s Dogecoin pump and TikTok check fraud. Request summary
4-Sep-2024 Hedge Funds Help Companies Hedge Deal-contingent hedges, T+1 pains, taxi insurance, cell phones, leveraged ETFs and Nanjing-style salted ducks. Request summary
5-Sep-2024 Some Stocks Always Go Up 5% Order collaring, meme-stock inefficiency, an earnout dispute, Venture Global, private credit trading, the basis trade and Fyre Festival II. Request summary
9-Sep-2024 Fake Songs Made Real Money Zygotic Washstands, Polymarket derivatives, more Tesla/xAI conflicts and Esmark’s fake US Steel tender offer. Request summary
10-Sep-2024 The Fastest Options Are the Most Fun 0dtes, K-cups, News Corp., illegal NDAs, USDT and Vy Capital. Request summary
11-Sep-2024 Hertz Bankruptcy Was Too Good for Shareholders Make-wholes, Goldman credit cards, SEC phone pings, an off-and-on merger, Jeff Bezos’s house and a Vulfpeck album. Request summary