The Stock Market Loves Bitcoin
Twenty One, Trumpcoin dinner, KKR empathy, carry on co-investments and quantitative analysis of hockey.
At Least the Market Isn't Boring
Also bilateral trading, direct private equity and hedge fund timing.
Goldman’s CEO Wants to Get Paid
Also basket barrier options, Power E*Trade Pro and Gambler’s Coin.
Buy the Truth, Sell the News
Also bond dealing, gardening leave and lottery arbitrage lawsuits.
Safe Havens May Not Be
Also the basis trade, potential tariff lawsuits, AI market manipulation and no Exxon shareholder proposals.
People Are Worried About Deleveraging
Also a $2.4 trillion tweet, Strategy’s income, Shopify’s hiring and Elliott’s podcasting.
Tariffs Are For Emergencies
Nondelegation, denominators, leveraged long-short ETFs, full retail-price real estate and johns.
The Tariffs Have Some Math
Epsilon, phi, nondelegation, gold, buybacks, individual investor research and reincarnation hedging.
Stablecoins Are Growing Up
Circle, slangy wealth management chatbots, private credit runs, SEC climate rules and OCC desk space.
Is DOGE Securities Fraud?
Also the OpenAI coup, Goldman executive pay and putting the account number in the amount field.
Musk Merged His Xes
Also FX liquidity illusion, a Luna settlement, fraud convictions and pardons, and NYSE Texas.
The Synthetic Lender of Last Resort
Basis trades, narrower banking, Robinhood estate planning, HSBC bonuses, Endeavor and GameStop.
Private Markets Get More Public
Also equity funding costs, buying the dip, Endeavor, litigation funding arbitrage and accountant narcissism.
There’s a Stock Exchange for Lawsuits
Litigation finance, Endeavor closed, 23andMe went bankrupt, insider trading selfies, Swiss bank accounts and lottery winners.
Netflix Producer Traded Instead
Also personalized deposit rates, QXO buys Beacon Roofing, ‘my car cost more than this’ and a...
Everyone Wants Debt, Not Equity
Dividend recaps, hedge fund analysts, TD Bank AML, Goldman Sachs succession, X valuation, perpetual strife and...
Strategy Sells Perpetual Strife
Also lottery ETFs, investment bank staffers, 24/5 clearing and AI that sells itself.
Spies in the Sales Slack
Also Chevron merger arbitrage, private rooms in dark pools and art liquidations.
You Need Regulators to Deregulate
Also private-credit restructuring capacity, Binance World Liberty and watch correlation.
Investment Bankers Don’t Work for Free
Also the American Dream mall is open, coal companies as climate solutions and round-number stock prices.
Hedge Funds Need to Know the Weather
Also private credit liquidity, yellow pine futures, Polymarket regulatory entrepreneurship and symbolically significant desks.
Arbs Want to Appraise Endeavor
Also a QXO/Beacon deal, a walnut investment vehicle and a Neom update.
Steak Dinners Sell ETFs
First Trust, Aspiration Partners, Millennium equity and Bitcoin reserves.
There Was a Texas Lottery Arbitrage
Also 23andMe’s board dynamics, Bio-Techne’s stock options and Goldman’s vice presidents.
Citi Hit Another Wrong Button
Also the big four hedge funds, memecoins are not securities, the CFPB gives up on Capital...
Citi Keeps Hitting the Wrong Buttons
Also losing a billion dollars is cool, CEO personal conduct, the crypto strategic reserve, State Street...
Buy Infowars for the Memes
Also asking questions about Tesla, bribing auditors and Never Alone Capital.
Robots Will Write the Macro Forecasts
Also BlackRock’s DEI-linked loans, Tesla’s related-party accounting and AI resumes for junior bankers.
The Job Is Service But the Goal Is Monetization
Also Elon Musk’s SEC case and wearables data for insurance.
JPMorgan Wants to Lend Companies Money
Also Adderall causes insider trading, predicting startup funding, pig butchering a bank and the executive vice...
ESG Isn’t Passive Anymore
13Ds, Ackman’s Berkshire, highest-paid hedge fund managers, X’s valuation and converting from a broker to an...
The Unicorns Are Zombies
Also Safe Superintelligence, OpenAI voting rights, the egg spot market, Libra and the Meet Kevin ETF.
Gold Is Worth More in New York
Also shareholder proposals, OpenAI, QRT and a picture of a house.
Not Everywhere Is Insider Trading
CFDs abroad, Vanguard advice, Dow tracking error and Metaplanet.
Sure Elon Musk Might Buy OpenAI
Also passthrough fees, memecoins and financial advisers who tell you how to give away all your...
Memecoin Pumps Are Just for Fun
CBS procedurals, Josh Allen MVP coin, SEC Crypto Task Force, RIP CFPB, volatility and some Treasuries...
Delaware Tempts Daktronics
Cumulative voting, Pimco vs. private credit, dumb rebalancing, antigravity propulsion, private jets to Ibiza and Strategy.
Private Credit Is the New Public Credit
Also TripAdvisor can leave Delaware, Bill Ackman tweets and deletes, and Enron is a memecoin.
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...
Texas Tempts Meta
Also Bally’s Chicago, a MicroStrategy pause, Bitcoin for college and prediction market manipulation.
Bloomberg - Are you a robot?
Andrew Left, hedge fund hiring, white knights, CBDCs and Enron 2.0.
Bloomberg - Are you a robot?
FartStrategy, minority ownership, IPO fee competition, SpaceX in ETFs and InfinityPools.
Bloomberg - Are you a robot?
Also Robinhood fines, private equity cell phones, sister-in-law insider trading and CFPB regulation of video games.
Bloomberg - Are you a robot?
Also narrow-ish banking, MicroStrategy miscellanea, defining AGI and breaking into DTC.
