Sometimes Andrew Left Was Right
Also private credit is securities fraud, semiannual reporting, bug bounties, legal fees and an investment banking simulation.
3 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
Ryan Cohen Wants to Work at eBay
Also Adani Green and fund formation legal fees.
7 days ago
1 MIN READ
Prediction Markets Are the New Public Markets
Also Anthropic SPVs, HPS/Citi loans, stealing a charity and retail alpha capture.
2 days ago
1 MIN READ
Don’t Free Little Joe
Also buying stock in houses, rediscovering pensions and Stretch-financed Bitcoin.
19 hours ago
1 MIN READ
AI Is Bad at Snacks
AI rollups, tokenization, arbitrage consulting, gambling loss deductions and stress test positioning.
11 months ago
1 MIN READ
The SEC Can’t Find Victims
Disgorgement, private credit cyclicality, time value of hedge fund managers, pre-tax alpha and an SEC podcast.
1 month ago
1 MIN READ
KKR Buys Back Some Private Credit
Also Virginia referendum resolutions and OpenAI tenders.
1 week ago
1 MIN READ
AI Insurance Is Expensive
P(doom), STAAR Surgical projections, Bitcoin life insurance and YouTube self-help.
7 months ago
1 MIN READ
Not Merging Is Not Securities Fraud
Also Universal SPARC, private credit redemptions, private credit liquidity and E. coli at the corporate retreat.
1 month ago
1 MIN READ
Nobody Can Read the Prospectus
Also Skechers appraisal, Segantii block trades and trading tournaments.
1 week ago
1 MIN READ
