Recent articles
May 21, 2026
SpaceX Investors Can’t Complain
Interplanetary TAM, derivative lawsuits, DM compliance, TCI and GameStop/eBay.
www.bloomberg.com
May 20, 2026
Don’t Free Little Joe
Also buying stock in houses, rediscovering pensions and Stretch-financed Bitcoin.
www.bloomberg.com
May 19, 2026
Prediction Markets Are the New Public Markets
Also Anthropic SPVs, HPS/Citi loans, stealing a charity and retail alpha capture.
www.bloomberg.com
May 18, 2026
Sometimes Andrew Left Was Right
Also private credit is securities fraud, semiannual reporting, bug bounties, legal fees and an investment banking simulation.
www.bloomberg.com
May 14, 2026
Ryan Cohen Wants to Work at eBay
Also Adani Green and fund formation legal fees.
www.bloomberg.com
May 13, 2026
Nobody Can Read the Prospectus
Also Skechers appraisal, Segantii block trades and trading tournaments.
www.bloomberg.com
May 12, 2026
EBay Won’t Play With GameStop
Also CME compute futures, BuzzFeed M&A, transfer restrictions and AI busywork.
www.bloomberg.com
May 11, 2026
KKR Buys Back Some Private Credit
Also Virginia referendum resolutions and OpenAI tenders.
www.bloomberg.com
May 7, 2026
Sell on eBay to Buy eBay
Also an insider trading ring, a Blue Owl secondaries fund, MFS back leverage losses and Aave’s bad debt.
www.bloomberg.com
May 6, 2026
ChatGPT Can’t Pick the Stocks
Also private credit pricing, a fake margin loan, shipping charter benchmarks and Paul Anka.
www.bloomberg.com
May 5, 2026
Investment Banking Without a License
Also sports swaps, spoofing training, Musk’s 13D fine and Bruno’s Tavern.
www.bloomberg.com
May 4, 2026
GameStop Doesn’t Have Enough Stock
Authorized shares, pay package adjustments, prediction market making and play-money casinos.
www.bloomberg.com
April 30, 2026
Sell the Electricity No One Is Using
American Efficient, Pershing Square USA, BJ’s.
www.bloomberg.com
April 29, 2026
Short-Swing Short Squeeze
Avis, PSUS double IPO, LP advisory committees, selling equity in a book and a weird first day at the investment bank.
www.bloomberg.com
April 28, 2026
The Robots Make the Predictions
Polymarket bots, OBDC II tenders, Rivian CEO pay, Claude capital allocation, World Liberty and Boardy.
www.bloomberg.com
April 27, 2026
Everything Is Commodities Fraud
Same-raid parlays, a proposed software take-under, Jain Global and an agentic AI hedge fund.
www.bloomberg.com
April 23, 2026
Traders Do Something About the Weather
Also hedge-fund reneging, Polymarket vs. Kalshi and Onion Futures Act protests.
www.bloomberg.com
April 22, 2026
There’s No Time for SpaceX to Buy Cursor
Elon Musk’s Whole Thing, pension fund illiquidity, bespoke parametric insurance and shareholder arbitration.
www.bloomberg.com
April 21, 2026
Private Markets Charge More
Also dual-class SpaceX stock, fake Iranian crypto fees and Global Tetrahedron M&A.
www.bloomberg.com
April 20, 2026
The SEC Can’t Find Victims
Disgorgement, private credit cyclicality, time value of hedge fund managers, pre-tax alpha and an SEC podcast.
www.bloomberg.com
April 16, 2026
Tax Alpha Needs Some Real Alpha
Tax-aware funds, World Liberty tokens, Exxon proxies, Cybertruck buyers and NewBird AI.
www.bloomberg.com
April 15, 2026
AIbirds
NewBird AI, an Avis Budget squeeze, sports factor models and recursive online courses.
www.bloomberg.com
April 14, 2026
Banks Aren’t Worried About Private Credit
Also BDC secondaries, carbon removal removal and mention market correlation trading.
www.bloomberg.com
April 13, 2026
Prediction Market Making Is Hard
Liquidity provision, event resolution, the Mythos trade, fintech concierges and AI Zuck.
www.bloomberg.com
April 9, 2026
Buy Bitcoin at Night
Overnight anomaly, anti-Instagram Instagram ads, insider venting, concentration limits, asymmetric bets and the Satoshi paradox.
www.bloomberg.com
April 8, 2026
Robot Retail Investors
Automatic dip-buying, a Satoshi candidate, dispersion and counting widgets.
www.bloomberg.com
April 7, 2026
Not Merging Is Not Securities Fraud
Also Universal SPARC, private credit redemptions, private credit liquidity and E. coli at the corporate retreat.
www.bloomberg.com
April 6, 2026
Truth Machines Go to War
Also Grok sales, QQQ competition, Altman alignment and VCs doing laundry.
www.bloomberg.com
April 2, 2026
Prediction Market Structured Notes
Also BDC redemptions, private credit bid/ask, GLP-1 marketing and Jamie Dimon Media.
www.bloomberg.com
April 1, 2026
OpenAI Is Almost Public
Also Snaptivism, karaoke, umami and swearing at Claude.
www.bloomberg.com