Recent articles
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
March 31, 2026
Are Algae Securities Fraud?
Carbon onsets, mini-millionaire hedge funds and float-adjusted indexes.
www.bloomberg.com
March 30, 2026
Private Assets Are Coming to 401(k)s
Also LME NDAs, concierge financial advisers, momentum and Crispin Odey’s dungeon.
www.bloomberg.com
March 26, 2026
Weather Prediction Prediction
Also a fake Warner bidder, bank re-tranching, spy satellites, Birkin grommets and 420.
www.bloomberg.com
March 25, 2026
Private Credit Has Some Debt
GAV vs. NAV, anti-private equity certifications, Tricolor, the like button and unemployability.
www.bloomberg.com
March 24, 2026
Private Credit Is Not on Sale
Also SpaceX proxies, sports betting and oil insider trading.
www.bloomberg.com
March 23, 2026
Elon Did Some Securities Fraud
Also AI inequality, Tesla/SpaceX Terafab, JPMorgan monitoring and AI startup parties.
www.bloomberg.com
March 18, 2026
Tokens Are Not Securities
Crypto classification, PE concealment, Elon Musk legal realism, Trevor Milton, big cowbells and SPACEs.
www.bloomberg.com
March 17, 2026
Anti-Private Equity Is Good Business
Traffic flaggers, tax alpha, pod exhaustion and DAT dividends.
www.bloomberg.com
March 16, 2026
Make the Predictions Come True
Also SpaceX SPVs, shareholder democracy, tariff refunds, OBDC II and watch signals.
www.bloomberg.com
March 12, 2026
Lever the Predictions
Margin, private credit marks, assassination trades, distractions and the watch-to-house ratio.
www.bloomberg.com
March 11, 2026
Private Credit Gets Marked Down
Mark-to-market accounting, Kalshi call spreads, ChatGPT privilege and random number generators.
www.bloomberg.com
March 10, 2026
Bill Ackman Wants Your Money Again
The return of PSUS, chatbot meme stocks, S&P binaries and Cluely vs. TechCrunch.
www.bloomberg.com
March 9, 2026
BlackRock Guards the Gates
HLEND, is anti-ESG securities fraud, AI/consulting synergies and everything is she-curities fraud.
www.bloomberg.com
March 5, 2026
Be Liquid When Others Are Illiquid
An SREIT tender, dip buyers, the dispersion trade and nonfungible bolivianos.
www.bloomberg.com
March 4, 2026
People Are Worried About BCRED Liquidity
Also FAT Brands securitization, 401(k) liquidity and Jeffrey Epstein is securities fraud.
www.bloomberg.com
March 3, 2026
Everyone Wants a Pension
Retail private credit, war insider trading and Drake on Stake.
www.bloomberg.com
March 2, 2026
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.
www.bloomberg.com
February 26, 2026
The DOGE Doubt Trade
Also the Optimum lawsuit, venture capital fraud and insider trading victims.
www.bloomberg.com
February 25, 2026
Kalshi Found Some Insider Traders
Also hedge fund hiring, OpenAI shorts, midnight M&A deadlines and Claude for hackers.
www.bloomberg.com
February 24, 2026
AI Can Manage Your Mutual Fund
Also lease accounting, AI scare trades, Terra vs. Jane Street, Blue Owl liquidity and AI blackmail.
www.bloomberg.com
February 24, 2026
AI Can Manage Your Mutual Fund
Also lease accounting, AI scare trades, Terra vs. Jane Street, Blue Owl liquidity and AI blackmail.
www.bloomberg.com
February 23, 2026
People Are Worried About Blue Owl Liquidity
Also AI disruption trades, the tariff ruling and investment banking hours.
www.bloomberg.com
February 12, 2026
Insider Trading on War
Also bond indexes, 401(k) lawsuits, SpaceX SPVs and AI social engineering.
www.bloomberg.com
February 11, 2026
The AI Whateverpocalypse Trade
Also defeasance and Bitcoin margin loan securitization.
www.bloomberg.com