Lever the Predictions
Margin, private credit marks, assassination trades, distractions and the watch-to-house ratio.
2 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
Private Credit Gets Marked Down
Mark-to-market accounting, Kalshi call spreads, ChatGPT privilege and random number generators.
3 days ago
1 MIN READ
Bill Ackman Wants Your Money Again
The return of PSUS, chatbot meme stocks, S&P binaries and Cluely vs. TechCrunch.
4 days ago
1 MIN READ
BlackRock Guards the Gates
HLEND, is anti-ESG securities fraud, AI/consulting synergies and everything is she-curities fraud.
5 days ago
1 MIN READ
Be Liquid When Others Are Illiquid
An SREIT tender, dip buyers, the dispersion trade and nonfungible bolivianos.
1 week ago
1 MIN READ
People Are Worried About BCRED Liquidity
Also FAT Brands securitization, 401(k) liquidity and Jeffrey Epstein is securities fraud.
1 week ago
1 MIN READ
Everyone Wants a Pension
Retail private credit, war insider trading and Drake on Stake.
2 weeks ago
1 MIN READ
War Markets Have Some Bugs
Rule 40.11, Nasdaq 100 binaries, a DAT proxy fight, paralinguistic features, lying to VCs and Lloyd Blankfein’s memoir.
2 weeks ago
1 MIN READ
The DOGE Doubt Trade
Also the Optimum lawsuit, venture capital fraud and insider trading victims.
2 weeks ago
1 MIN READ
Kalshi Found Some Insider Traders
Also hedge fund hiring, OpenAI shorts, midnight M&A deadlines and Claude for hackers.
2 weeks ago
1 MIN READ
