The SpaceX Squeeze
Fast track index demand, Universal activism/M&A and abandoned Bitcoins.
7 days ago
1 MIN READ
Authors
- All articles
- JC Parets
- Patrick Dunuwila
- Charlie Bilello
- Michael Parekh
- Riley Rosebee
- Ram Ahluwalia
- Howard Lindzon
- Tadas Viskanta
- Craig Shapiro
- Ted Merz
- Matt Levine
- Trends with Friends
- Phil Pearlman
- Larry Thompson
- Joe McCann
- Moses Sternstein
- Tom Bruni
- Stocktwits
- Jonathan Morgan
- Om Malik & Fred Vogelstein
- Godspeed
Categories
Steak Dinners Sell ETFs
First Trust, Aspiration Partners, Millennium equity and Bitcoin reserves.
1 year ago
1 MIN READ
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.
1 year ago
1 MIN READ
Venture Global’s Gas Plant Is Done
Also the Nobel Peace Prize, Credit Suisse AT1s, a Grindr margin-call LBO and StockTwits alpha.
8 months ago
1 MIN READ
Zeno’s Takeover
Also prime brokerage, private-wealth risks and the Strategy premium.
11 months ago
1 MIN READ
Hedge Funds Need to Know the Weather
Also private credit liquidity, yellow pine futures, Polymarket regulatory entrepreneurship and symbolically significant desks.
1 year ago
1 MIN READ
Tariffs Are For Emergencies
Nondelegation, denominators, leveraged long-short ETFs, full retail-price real estate and johns.
1 year ago
1 MIN READ
Opting Out of the AI Boom
Also Ferrari financing, alpha capture, fixed IPO pricing, GameStop capital allocation and AI toilets.
5 days ago
1 MIN READ
Warren Buffett Took the Long View
Also hedge fund gates, private credit timing and a Trumpcoin treasury company.
1 year ago
1 MIN READ
SpaceX Investors Can’t Complain
Interplanetary TAM, derivative lawsuits, DM compliance, TCI and GameStop/eBay.
3 weeks ago
1 MIN READ
