Buy Low, Sell to Yourself
Continuation funds, Amazon drivers, a narrow bank, Trump accounts, crypto gambling and PDT puzzles.
4 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
Can the Lenders Stick Together?
Cooperation agreements, stock borrow costs, Midnight Madness and Spotify Wrapped.
5 days ago
1 MIN READ
AI Can Steal Crypto Now
Also Strategy, co-invests, repo haircuts and map manipulation.
6 days ago
1 MIN READ
OpenAI Will Own Some Users
Thrive Holdings, portable toilets, OBR URL guessing, cat bond incentives, buffer ETFs and bioengineered meat.
7 days ago
1 MIN READ
Take the Crypto Out of the Indexes
MSCI, sports betting contagion, sports hedging, bad passwords are not securities fraud, Napster and Grok.
2 weeks ago
1 MIN READ
Leave the Gold in the Ground
Yap money stones, consultation fees, Morgan Stanley vendors, crypto-to-GSE contagion and the Epstein files.
2 weeks ago
1 MIN READ
Predict the Sneakers
Abstract sneaker space, generalized legal fees, disappointing carry and Crooked Beverage.
3 weeks ago
1 MIN READ
Fine, Trade Labubu Futures
Sneakers, BDC liquidity, NAV loans, the crypto treasury trade and the meme numbers.
3 weeks ago
1 MIN READ
The SEC Opposes Shareholder Proposals
Also the Fannie/Freddie trade, the least rational investors, meme-stock numbers and Birkin warehouse receipts.
3 weeks ago
1 MIN READ
Private Markets Are the New Securities Fraud
Also weather models, tariff refunds, Birkin correlation, robot delivery drivers and Sealed Air.
3 weeks ago
1 MIN READ
