Recent articles
September 2, 2026
The ETF Dividend Flip
Also law firm economics, college football booster hedging and billionaire coin flipping.
www.bloomberg.com
September 1, 2026
Amazon Charged the First Price
Vickrey auctions, a GoPro meme merger and Kalshi gamblers.
www.bloomberg.com
August 31, 2026
Don’t Hedge the KPIs
KPI hedging, KPI insider trading, leveraged ETF education and seized Anthropic shares.
www.bloomberg.com
August 27, 2026
AI Refi
Also evergreen funds and pod-shop gazumping.
www.bloomberg.com
August 26, 2026
Predict the KPIs
Also more TWG and a wedding toast.
www.bloomberg.com
August 25, 2026
LeBron Bonds
Mark Walter, Situational Awareness subpoenas, AI lab loans.
www.bloomberg.com
August 24, 2026
Who Should Control Anthropic?
Also the leveraged ETF rebalancing trade, insider trading at the Duke game, AI interns and resume interests.
www.bloomberg.com
August 13, 2026
Bilateral OTC Goat Hedge
www.bloomberg.com
August 12, 2026
AI-Backed Securities
Data center securitizations, Truth Social API lawsuit, event contract jurisdiction and musical earnings calls.
www.bloomberg.com
August 11, 2026
Pick-and-Shovel Seller Financing
Nvidia, Tesla/SpaceX merger pay, SPV markups and retail tax trades.
www.bloomberg.com
August 10, 2026
The Situation Is Fine
Also leveraged ETF momentum, GameStop’s eBay bid, event contract tick sizes and private equity boyfriends.
www.bloomberg.com
August 6, 2026
Fake SpaceX Stock Isn’t Worth as Much
Also a SoftBank OpenAI margin loan, prediction market tick sizes, the return of Situational Awareness and the Harvard Undergraduate Consulting Group.
www.bloomberg.com
August 5, 2026
SpaceX Unlocks Tomorrow
Also Situational Awareness margin calls, sports betting regulation and brokerage sports betting revenue.
www.bloomberg.com
August 4, 2026
Leveraged ETF Crash Hedging ETF
Cliquets, tax-aware long-short, George Santos, poor crypto decisions and dentists.
www.bloomberg.com
August 3, 2026
Hedgehog Hedge Fund
Situational Awareness hedging and margin, agentic retail investing, Bitcoin cold wallets and Anthropic hacks.
www.bloomberg.com
July 30, 2026
The Situation Deteriorated
Also election markets, PBC Revlon duties, Ionic Digital and World Liberty.
www.bloomberg.com
July 29, 2026
SpaceX Crash Insurance
Structured notes, sports index futures, ETF proliferation and AI slop.
www.bloomberg.com
July 28, 2026
Elevators Won’t Repair Themselves
Independent sponsors, Kalshi parlays, DAT-to-AI pivots and trust exercises.
www.bloomberg.com
July 27, 2026
A Merger Closing Mystery
Record dates, single-stock futures, not everything is securities fraud, prediction markets and bad arbitrage.
www.bloomberg.com
July 23, 2026
Sports Happen So Much
Sports indexes, the basis trade, Truth API and Anthropic 10b5-1 plans.
www.bloomberg.com
July 22, 2026
The SEC Pays a Texting Fine
Also 351 exchange ETFs, SpaceX lockup releases and zombie funds.
www.bloomberg.com
July 21, 2026
LSE Will Trade 22.83 Hours a Day
Also BlackRock vs. BlackRock, the Warner ticking fee, Polymarket insider trading and data center gold mining.
www.bloomberg.com
July 20, 2026
Ice Cream Hedging
Also Truth API, levered Lucid, semiannual earnings, gray market peptides and reinspection fees.
www.bloomberg.com
July 16, 2026
Shorts Will Sell You SpaceX
Also the Korean leveraged ETF ban, buyside alpha capture, Kalshi drug trial markets and a Truth Social API.
www.bloomberg.com
July 15, 2026
Keeping Mergers Under the Radar
HSR, IPO wealth, SpaceX lockups, Apollo and debanking/rebanking.
www.bloomberg.com
July 14, 2026
Banks Made a Lot of Money on Stocks
Equities revenue, debanking, a public utility LBO, spitting upwards and an alleged cocaine SPAC.
www.bloomberg.com
July 13, 2026
ETFs Are for Bets
Mets ETFs, TXSE listings, Bending Spoons HR quants and failed AI pivots.
www.bloomberg.com
July 10, 2026
Sports Gambling ETF
Also an insider trader and a chicken-to-AI pivot.
www.bloomberg.com
July 9, 2026
Leave the Oil in the Pipes
Also ex-Elon ETFs, Egg Libor, middle-market banking and fundraising agents.
www.bloomberg.com
July 8, 2026
GameStop Has Enough Stock Now
Also merger arb, SRT insurance, World Cup hedging, Polymarket refunds and index rebalance windfalls.
www.bloomberg.com