Tax Alpha Needs Some Real Alpha
Tax-aware funds, World Liberty tokens, Exxon proxies, Cybertruck buyers and NewBird AI.
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
AIbirds
NewBird AI, an Avis Budget squeeze, sports factor models and recursive online courses.
3 days ago
1 MIN READ
Banks Aren’t Worried About Private Credit
Also BDC secondaries, carbon removal removal and mention market correlation trading.
4 days ago
1 MIN READ
Prediction Market Making Is Hard
Liquidity provision, event resolution, the Mythos trade, fintech concierges and AI Zuck.
5 days ago
1 MIN READ
Buy Bitcoin at Night
Overnight anomaly, anti-Instagram Instagram ads, insider venting, concentration limits, asymmetric bets and the Satoshi paradox.
1 week ago
1 MIN READ
Robot Retail Investors
Automatic dip-buying, a Satoshi candidate, dispersion and counting widgets.
1 week 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.
2 weeks ago
1 MIN READ
Truth Machines Go to War
Also Grok sales, QQQ competition, Altman alignment and VCs doing laundry.
2 weeks ago
1 MIN READ
Prediction Market Structured Notes
Also BDC redemptions, private credit bid/ask, GLP-1 marketing and Jamie Dimon Media.
2 weeks ago
1 MIN READ
OpenAI Is Almost Public
Also Snaptivism, karaoke, umami and swearing at Claude.
2 weeks ago
1 MIN READ
