Everything Is Commodities Fraud Matt Levine Money Stuff Same-raid parlays, a proposed software take-under, Jain Global and an agentic AI hedge fund. 21 hours ago 1 MIN READ
Traders Do Something About the Weather Matt Levine Money Stuff Also hedge-fund reneging, Polymarket vs. Kalshi and Onion Futures Act protests. 5 days ago 1 MIN READ
There’s No Time for SpaceX to Buy Cursor Matt Levine Money Stuff Elon Musk’s Whole Thing, pension fund illiquidity, bespoke parametric insurance and shareholder arbitration. 6 days ago 1 MIN READ
Private Markets Charge More Matt Levine Money Stuff Also dual-class SpaceX stock, fake Iranian crypto fees and Global Tetrahedron M&A. 7 days ago 1 MIN READ
The SEC Can’t Find Victims Matt Levine Money Stuff Disgorgement, private credit cyclicality, time value of hedge fund managers, pre-tax alpha and an SEC podcast. 1 week ago 1 MIN READ
Tax Alpha Needs Some Real Alpha Matt Levine Money Stuff Tax-aware funds, World Liberty tokens, Exxon proxies, Cybertruck buyers and NewBird AI. 2 weeks ago 1 MIN READ
AIbirds Matt Levine Money Stuff NewBird AI, an Avis Budget squeeze, sports factor models and recursive online courses. 2 weeks ago 1 MIN READ
Banks Aren’t Worried About Private Credit Matt Levine Money Stuff Also BDC secondaries, carbon removal removal and mention market correlation trading. 2 weeks ago 1 MIN READ
Prediction Market Making Is Hard Matt Levine Money Stuff Liquidity provision, event resolution, the Mythos trade, fintech concierges and AI Zuck. 2 weeks ago 1 MIN READ
Buy Bitcoin at Night Matt Levine Money Stuff Overnight anomaly, anti-Instagram Instagram ads, insider venting, concentration limits, asymmetric bets and the Satoshi paradox. 3 weeks ago 1 MIN READ