7-May-2025
|
Medicaid Taxes Pay for Themselves |
Also tariff loans, OpenAI/Microsoft and stock buybacks.
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Request summary
|
6-May-2025
|
OpenAI Will Get A Bit More Normal |
Also public-private funds, everything is securities fraud and $MELANIA.
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Request summary
|
5-May-2025
|
Warren Buffett Took the Long View |
Also hedge fund gates, private credit timing and a Trumpcoin treasury company.
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Request summary
|
1-May-2025
|
Can You Blame the Chatbots? |
Defamation, piracy, Tesla’s CEO search, Worldcoin and a Ponzi.
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Request summary
|
30-Apr-2025
|
ESG Isn’t Hiring |
Also investment banking chatbots, a grim pizza party, a bad investor meeting, retail-ish private equity and a souvenir flattened penny arbitrage.
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Request summary
|
29-Apr-2025
|
The New Market Is Public-Private |
Also AI rollups, shareholder proposals and the X debt.
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Request summary
|
28-Apr-2025
|
Argentex Got Some Margin Calls |
Zero-zero lines, Deel vs. Rippling II, crypto enforcement, XAI and teens with Lambos.
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Request summary
|
24-Apr-2025
|
The Stock Market Loves Bitcoin |
Twenty One, Trumpcoin dinner, KKR empathy, carry on co-investments and quantitative analysis of hockey.
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Request summary
|
23-Apr-2025
|
At Least the Market Isn't Boring |
Also bilateral trading, direct private equity and hedge fund timing.
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Request summary
|
22-Apr-2025
|
Goldman’s CEO Wants to Get Paid |
Also basket barrier options, Power E*Trade Pro and Gambler’s Coin.
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Request summary
|
21-Apr-2025
|
Crypto Might Get Some Banks |
Also Upexi, AI boss bots and quant gap years.
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Request summary
|
26-Mar-2025
|
You Can’t Change Your Mind About Mergers |
Desktop Metal, KKR Strategic Holdings, software loans, GameStop Bitcoins and incorrect cliches.
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Request summary
|
27-Mar-2025
|
The Synthetic Lender of Last Resort |
Basis trades, narrower banking, Robinhood estate planning, HSBC bonuses, Endeavor and GameStop.
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Request summary
|
31-Mar-2025
|
Musk Merged His Xes |
Also FX liquidity illusion, a Luna settlement, fraud convictions and pardons, and NYSE Texas.
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Request summary
|
1-Apr-2025
|
Is DOGE Securities Fraud? |
Also the OpenAI coup, Goldman executive pay and putting the account number in the amount field.
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Request summary
|
2-Apr-2025
|
Stablecoins Are Growing Up |
Circle, slangy wealth management chatbots, private credit runs, SEC climate rules and OCC desk space.
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Request summary
|
3-Apr-2025
|
The Tariffs Have Some Math |
Epsilon, phi, nondelegation, gold, buybacks, individual investor research and reincarnation hedging.
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Request summary
|
4-Apr-2025
|
Money Stuff: The Podcast: Finders Keepers |
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Request summary
|
7-Apr-2025
|
Tariffs Are For Emergencies |
Nondelegation, denominators, leveraged long-short ETFs, full retail-price real estate and johns.
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Request summary
|
8-Apr-2025
|
People Are Worried About Deleveraging |
Also a $2.4 trillion tweet, Strategy’s income, Shopify’s hiring and Elliott’s podcasting.
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Request summary
|
9-Apr-2025
|
Safe Havens May Not Be |
Also the basis trade, potential tariff lawsuits, AI market manipulation and no Exxon shareholder proposals.
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|
Request summary
|
10-Apr-2025
|
Buy the Truth, Sell the News |
Also bond dealing, gardening leave and lottery arbitrage lawsuits.
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Request summary
|
25-Mar-2025
|
Private Markets Get More Public |
Also equity funding costs, buying the dip, Endeavor, litigation funding arbitrage and accountant narcissism.
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Request summary
|
24-Mar-2025
|
There’s a Stock Exchange for Lawsuits |
Litigation finance, Endeavor closed, 23andMe went bankrupt, insider trading selfies, Swiss bank accounts and lottery winners.
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Request summary
|
20-Mar-2025
|
Netflix Producer Traded Instead |
Also personalized deposit rates, QXO buys Beacon Roofing, ‘my car cost more than this’ and a lottery winner.
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Request summary
|
19-Mar-2025
|
Everyone Wants Debt, Not Equity |
Dividend recaps, hedge fund analysts, TD Bank AML, Goldman Sachs succession, X valuation, perpetual strife and lottery financial engineering.
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|
Request summary
|
18-Mar-2025
|
Strategy Sells Perpetual Strife |
Also lottery ETFs, investment bank staffers, 24/5 clearing and AI that sells itself.
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Request summary
|
17-Mar-2025
|
Spies in the Sales Slack |
Also Chevron merger arbitrage, private rooms in dark pools and art liquidations.
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Request summary
|
13-Mar-2025
|
You Need Regulators to Deregulate |
Also private-credit restructuring capacity, Binance World Liberty and watch correlation.
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Request summary
|
12-Mar-2025
|
Investment Bankers Don’t Work for Free |
Also the American Dream mall is open, coal companies as climate solutions and round-number stock prices.
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|
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Request summary
|
11-Mar-2025
|
Hedge Funds Need to Know the Weather |
Also private credit liquidity, yellow pine futures, Polymarket regulatory entrepreneurship and symbolically significant desks.
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Request summary
|
10-Mar-2025
|
Arbs Want to Appraise Endeavor |
Also a QXO/Beacon deal, a walnut investment vehicle and a Neom update.
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Request summary
|
6-Mar-2025
|
Steak Dinners Sell ETFs |
First Trust, Aspiration Partners, Millennium equity and Bitcoin reserves.
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Request summary
|
5-Mar-2025
|
There Was a Texas Lottery Arbitrage |
Also 23andMe’s board dynamics, Bio-Techne’s stock options and Goldman’s vice presidents.
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Request summary
|
4-Mar-2025
|
Citi Hit Another Wrong Button |
Also the big four hedge funds, memecoins are not securities, the CFPB gives up on Capital One and betting on the pope.
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Request summary
|
3-Mar-2025
|
Citi Keeps Hitting the Wrong Buttons |
Also losing a billion dollars is cool, CEO personal conduct, the crypto strategic reserve, State Street vs. BlackRock and structured finance is also cool.
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Request summary
|
27-Feb-2025
|
Buy Infowars for the Memes |
Also asking questions about Tesla, bribing auditors and Never Alone Capital.
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Request summary
|
26-Feb-2025
|
Robots Will Write the Macro Forecasts |
Also BlackRock’s DEI-linked loans, Tesla’s related-party accounting and AI resumes for junior bankers.
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Request summary
|
25-Feb-2025
|
The Job Is Service But the Goal Is Monetization |
Also Elon Musk’s SEC case and wearables data for insurance.
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Request summary
|
24-Feb-2025
|
JPMorgan Wants to Lend Companies Money |
Also Adderall causes insider trading, predicting startup funding, pig butchering a bank and the executive vice chairman of Cantor Fitzgerald is also a DJ.
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Request summary
|
19-Feb-2025
|
ESG Isn’t Passive Anymore |
13Ds, Ackman’s Berkshire, highest-paid hedge fund managers, X’s valuation and converting from a broker to an adviser.
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Request summary
|
18-Feb-2025
|
The Unicorns Are Zombies |
Also Safe Superintelligence, OpenAI voting rights, the egg spot market, Libra and the Meet Kevin ETF.
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Request summary
|
13-Feb-2025
|
Gold Is Worth More in New York |
Also shareholder proposals, OpenAI, QRT and a picture of a house.
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Request summary
|
12-Feb-2025
|
Not Everywhere Is Insider Trading |
CFDs abroad, Vanguard advice, Dow tracking error and Metaplanet.
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|
Request summary
|
11-Feb-2025
|
Sure Elon Musk Might Buy OpenAI |
Also passthrough fees, memecoins and financial advisers who tell you how to give away all your money.
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|
Request summary
|
10-Feb-2025
|
Memecoin Pumps Are Just for Fun |
CBS procedurals, Josh Allen MVP coin, SEC Crypto Task Force, RIP CFPB, volatility and some Treasuries don’t count.
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|
|
Request summary
|
6-Feb-2025
|
Delaware Tempts Daktronics |
Cumulative voting, Pimco vs. private credit, dumb rebalancing, antigravity propulsion, private jets to Ibiza and Strategy.
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|
Request summary
|
5-Feb-2025
|
Private Credit Is the New Public Credit |
Also TripAdvisor can leave Delaware, Bill Ackman tweets and deletes, and Enron is a memecoin.
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|
Request summary
|
4-Feb-2025
|
Robinhood Wanted B*ts on the B*g G*me |
10 years of Money Stuff, an emerging asset class, nothing is securities fraud, a sovereign wealth fund, a Goldman partner fund and Citi WFH.
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|
Request summary
|
3-Feb-2025
|
Texas Tempts Meta |
Also Bally’s Chicago, a MicroStrategy pause, Bitcoin for college and prediction market manipulation.
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|
Request summary
|
30-Jan-2025
|
How Long Do You Have to Be Short? |
Andrew Left, hedge fund hiring, white knights, CBDCs and Enron 2.0.
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|
|
Request summary
|
29-Jan-2025
|
OpenAI Doesn’t Want AI Cheaters |
Distillation, shorts, private company tokenization, Trumpcoin for payments and sportsbook correlation desks.
|
|
|
Request summary
|
28-Jan-2025
|
DeepSeek Disruption Has Its Upside |
Also unrealized crypto gain taxation and X debt collateral.
|
|
|
Request summary
|
27-Jan-2025
|
Hedge Fund AI Is Cheap AI |
DeepSeek, AI services rollups, QXO goes hostile, trading goes dark and X loans are offered at 90-95.
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|
|
Request summary
|
23-Jan-2025
|
Crypto Perpetual Motion Machines |
FartStrategy, minority ownership, IPO fee competition, SpaceX in ETFs and InfinityPools.
|
|
|
Request summary
|
22-Jan-2025
|
Index Funds Buy High and Sell Low |
Also ILPA on private equity disclosure, buying MicroStrategy volatility, collared Bitcoin ETFs and a Trumpcoin ETF.
|
|
|
Request summary
|
21-Jan-2025
|
The SEC Was Busy Last Week |
Decorrelation, NDAs, startup accounting, Vanguard taxes, DCG, AML, cash sweeps, etc., plus the Trumpcoin.
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|
|
Request summary
|
16-Jan-2025
|
You Don’t Always Know What Bonds Cost |
Also Goldman says private markets are the new public markets and Hindenburg quits.
|
|
|
Request summary
|
15-Jan-2025
|
Capital One High-Yield Account Wasn’t |
Also in-person oaths, Elon’s 13D filings and metaverse real estate.
|
|
|
Request summary
|
14-Jan-2025
|
Maybe ESG Is Illegal Now |
Also Robinhood fines, private equity cell phones, sister-in-law insider trading and CFPB regulation of video games.
|
|
|
Request summary
|
13-Jan-2025
|
Everything Might Be Accounting Fraud |
Also Bill Ackman’s bid for Howard Hughes and Goldman capital solutions.
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|
|
Request summary
|
9-Jan-2025
|
It’s Tough to Be a Research Analyst |
Also Elon Musk cleared the 150th tier of Diablo IV, ChatGPT will get you tenure in academic finance, and the Bitcoin in a dump guy can’t dig up the dump.
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|
|
Request summary
|
8-Jan-2025
|
The Fannie and Freddie Trade Is Back |
Also the EIB’s GAR and coughing up your Bitcoins.
|
|
|
Request summary
|
7-Jan-2025
|
Private Equity Wants Your 401(k) |
Also studying sales, texting about improper money transfers and walking the trading floor unchaperoned.
|
|
|
Request summary
|
6-Jan-2025
|
MBA Class Project Got a Bit Too Real |
Also narrow-ish banking, MicroStrategy miscellanea, defining AGI and breaking into DTC.
|
|
|
Request summary
|
19-Dec-2024
|
Private Credit Wants to Be the Bank |
Also failed M&A, OpenAI restructuring and Bitcoin adoption.
|
|
|
Request summary
|
18-Dec-2024
|
Insider Trading in Private Companies |
Also big activist funds and Azoria Meritocracy.
|
|
|
Request summary
|
17-Dec-2024
|
Albertsons Is Mad at Kroger |
Also SpaceX employee margin loans, alternative asset manager mergers and Bitcoin as a Trump straddle.
|
|
|
Request summary
|
16-Dec-2024
|
Elon Musk Heard From the SEC |
Also duplicating the MicroStrategy trade, buffer ETFs and hedge funds, Masayoshi Son’s $100 billion commitment and snorting Adderall in the bullpen.
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|
|
Request summary
|
12-Dec-2024
|
People Really Want SpaceX Shares |
SPVs, insider trading on getting fired, Target Pride securities fraud, Riot Platforms and impersonating a stockbroker.
|
|
|
Request summary
|
11-Dec-2024
|
The Onion Can’t Buy Infowars Yet |
Also the Macy’s oopsie and the Hawk Tuah memecoin.
|
|
|
Request summary
|
5-Dec-2024
|
MicroStrategy Has Volatility to Sell |
Also Kiromic, fake insider betting and the optimal amount of bribery.
|
|
|
Request summary
|
4-Dec-2024
|
Citi Traders Didn’t Know the Rules |
High-touch trading, books as leading indicators, HPS pay and memecoins.
|
|
|
Request summary
|
3-Dec-2024
|
Elon Still Can’t Get His Money |
Tornetta, empty voting, tricking an AI bot into sending you money and mining Bitcoins on planes.
|
|
|
Request summary
|
2-Dec-2024
|
Texas Asks If Index Funds Are Illegal |
Common ownership, MicroStrategy ETFs, World Liberty Financial and Enron 2.0.
|
|
|
Request summary
|
26-Nov-2024
|
Some Wamco Trades Were Better Than Others |
Cherry-picking, quant contests, hairy private wealth clients, in-seat promotions, a DJT business model and the head of mar
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|
|
Request summary
|
25-Nov-2024
|
Synapse Still Can’t Find Its Money |
Also UPS impairment, Macy’s small package deliveries, AQR TA Delphi Plus, Tether and Pink Floyd.
|
|
|
Request summary
|
21-Nov-2024
|
Adani Green Didn’t Mention the Bribes |
Also rated feeders, AllHere fraud, expensive banana and AI on the blockchain.
|
|
|
Request summary
|
20-Nov-2024
|
Short Squeezes Are Legal Now |
Also checking glitches, risk parity ETFs and Jane Street pay nondisclosure.
|
|
|
Request summary
|
19-Nov-2024
|
Insider Trading at the Fed |
Also empty voting, anti-merger arbitrage and AI in earnings calls.
|
|
|
Request summary
|
18-Nov-2024
|
Palantir Delivers the Tendies |
Also MicroStrategy, data center financing and significant risk transfers.
|
|
|
Request summary
|
14-Nov-2024
|
Individual Investors Put Up the Cash |
Private equity deployment, NAV loans squared, hidden data, a Polymarket raid and X/DJT merger math.
|
|
|
Request summary
|
13-Nov-2024
|
Trump’s DOGE Is Good for Dogecoin |
Also private-market alpha, Destiny Tech100 is back and not getting enough meat in your burrito is securities fraud.
|
|
|
Request summary
|
12-Nov-2024
|
Merger Trading Will Get Easier |
Also some bad FTX loans, a late greenwashing case and Fed chair precedents.
|
|
|
Request summary
|
7-Nov-2024
|
Prediction Markets Are a Thing Now |
Also CZ is relaxed, greenhushing and a fake Paramount buyer.
|
|
|
Request summary
|
6-Nov-2024
|
The Trump Trades Worked |
Trump Media, crypto, the CME and farmer’s market pricing bylaw loopholes.
|
|
|
Request summary
|
5-Nov-2024
|
Algorithmic Pricing for Kale |
Also CVA hedging, the private credit boom, copycat ETF names, KPMG layoffs and an Elon Musk divestiture theory.
|
|
|
Request summary
|
4-Nov-2024
|
JPMorgan Undercharged for a Trade |
Money market funds, financial advice, BlackRock alternatives, farmland VIEs and algorithmic trading secrets.
|
|
|
Request summary
|
31-Oct-2024
|
MicroStrategy Has Stock to Sell |
Also divorce glitch, dividend adjustments, Trafigura’s Mongolia office, death elasticity, fictional hedge fund managers and a big Google fine.
|
|
|
Request summary
|
30-Oct-2024
|
Florida Banned Some Banks |
Also Super Micro’s annoyed auditors, xAI’s valuation, sentiment analysis and stolen cheddar.
|
|
|
Request summary
|
29-Oct-2024
|
ETFs Are Where the Fun Is |
Double single stocks, near-wash trades, single-asset CMBS and an ATM glitch lawsuit.
|
|
|
Request summary
|
28-Oct-2024
|
You Want Some Stocks That Go Down |
Also bond quants, reverse split manipulation, concentrated funds and Tether.
|
|
|
Request summary
|
24-Oct-2024
|
Apple’s Card Was Confusing |
Also capital call line securitization, top-ticking private credit, Robinhood grows up and a Russian payment system
|
|
|
Request summary
|
23-Oct-2024
|
Be Careful Tweeting About Stocks |
Also XTB CFDs, credit-card customer service and pharmaceutical code names.
|
|
|
Request summary
|
22-Oct-2024
|
The Sophisticated Investor Test |
Also WisdomTree greenwashing, Dish bondholders, biotech/blockchain casinos and EY continuing education multitasking.
|
|
|
Request summary
|
21-Oct-2024
|
Who Owns OpenAI? |
Also Jefferies, Susquehanna, fake recruiting calls and fake SEC tweets.
|
|
|
Request summary
|
17-Oct-2024
|
Musk Keeps Paying for X |
Also Goatseus Maximus, World Liberty Financial, Citadel employee ownership, common lending, bribes and meal allowances.
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|
|
Request summary
|
16-Oct-2024
|
Activist Investors Are Podcasters Now |
Also double ETFs, private credit is the new public credit, the block-trade penalty box and adding clients on LinkedIn.
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|
|
Request summary
|
15-Oct-2024
|
Pumping the Magic Mushrooms |
Also Tether as the global reserve currency, cat bond basis risk, nuclear reactor financing and sports latency arbitrage.
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|
|
Request summary
|
14-Oct-2024
|
TD Was Convenient for Criminals |
Also private equity plumbing, public-market OpenAI, VistaJet and ultra-high-net-worth breakpoints.
|
|
|
Request summary
|
10-Oct-2024
|
Crypto Market Makers Made Some Markets |
Wash trading, election arbitrage, TreasuryDirect.gov, NDA waivers and investment banking hours.
|
|
|
Request summary
|
9-Oct-2024
|
A Trump Trade Arbitrage |
Election cops, HSR filings, structured credit integration, TXSE listing standards, AI and CPAs.
|
|
|
Request summary
|
8-Oct-2024
|
Some of the Carbon Credits Were Fake |
Also FTX recoveries, ETF taxation, a big estate tax and Costco gold.
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|
|
Request summary
|
7-Oct-2024
|
Retail Investor Had Too Much Tesla |
Also exotic ETFs, Jane Street opacity, portfolio trades, Costco gold and the ‘head of macro’ guy.
|
|
|
Request summary
|
3-Oct-2024
|
Private Credit Wants Everyone’s Money |
Also destructive competition, OpenAI exclusivity and PayPal stablecoins.
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|
|
Request summary
|
2-Oct-2024
|
Dish Bondholders Don’t Want a Haircut |
Also UniCredit’s Commerzbank hedges and a FanDuel VIP.
|
|
|
Request summary
|
1-Oct-2024
|
Insider Trader Had All the Answers |
Also secret friendships, ad hoc bondholder groups, tweeting material news, Mango Markets and securities fraud settlements are securities fraud.
|
|
|
Request summary
|
30-Sep-2024
|
Look Like a Loser, Then Win |
Also Dish sold for a dollar, Sam Altman’s negging, a dentist’s tax shelter, PE recruiting, blockchain for DTCC and business-class bribery.
|
|
|
Request summary
|
26-Sep-2024
|
Private Credit and Banks Team Up |
Also OpenAI’s restructuring and Eric Adams.
|
|
|
Request summary
|
25-Sep-2024
|
Masimo Has a New Boss |
Proxy fights, private equity operations, more cell phone fines and ESG pay.
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|
|
Request summary
|
24-Sep-2024
|
The Chatbot Will Pick the Stocks |
Also cocoa, voting and Hunterbrook.
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|
|
Request summary
|
23-Sep-2024
|
UniCredit Did a Commerzbank Trade |
Swaps, collars, Citi Bike, biblically responsible investing and texting regulators about work.
|
|
|
Request summary
|
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.
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|
|
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
|
12-Sep-2024
|
Bankers’ Hours Are Still Pretty Bad |
Also Murdoch voting rights, OpenAI financing and index inclusion.
|
|
|
Request summary
|
16-Sep-2024
|
IPOs Are About the Future |
Projections, OpenWeb, Commerzbank and several rules of insider trading.
|
|
|
Request summary
|
17-Sep-2024
|
Archegos’ Banks Had Some Chats |
Antitrust, private credit, muni-bond texting and World Liberty Financial.
|
|
|
Request summary
|
18-Sep-2024
|
There’s a Robot Warren Buffett ETF |
Also Steve Cohen stops trading, Ryan Cohen forgot to do HSR, FTX’s audit wasn’t great and don’t text about work.
|
|
|
Request summary
|
19-Sep-2024
|
23andMe Is Just ‘Me’ Now |
Also EF Hutton, Avon CDS and pig butchering.
|
|
|
Request summary
|