It’s in my interest to convince you that this newsletter is going to be an enormous social good. www.bloomberg.com/opinion/news...
Predict Your House Price
Also Crystallex/Citgo, the revenge of the banks and the Pod Shop Game.
www.bloomberg.com
January 6, 2026 at 7:16 PM
It’s in my interest to convince you that this newsletter is going to be an enormous social good. www.bloomberg.com/opinion/news...
If you apply Darwin to newsletter theory then only the most interesting newsletters will continue. www.bloomberg.com/opinion/news...
Everybody Wants Some AI Debt
Private credit liquidity, Tesla pay, keeping the simulation interesting, Venezuela bets, Hunterbrook and corporate rap.
www.bloomberg.com
January 5, 2026 at 7:30 PM
If you apply Darwin to newsletter theory then only the most interesting newsletters will continue. www.bloomberg.com/opinion/news...
It’s astonishing that this newsletter went on for years and only came to light because someone made a dumb mistake. www.bloomberg.com/opinion/news...
Trump Media Discovers Nuclear Fusion
Also Tricolor, First Brands, vending machines and holiday videos.
www.bloomberg.com
December 18, 2025 at 6:20 PM
It’s astonishing that this newsletter went on for years and only came to light because someone made a dumb mistake. www.bloomberg.com/opinion/news...
I’ve missed Christmas Eve and New Year’s and the Fourth of July holidays for newsletters a lot smaller than this. This is as good as it gets for newsletter writers. www.bloomberg.com/opinion/news...
Warner Doesn’t Trust Paramount
Revocable trusts, ESG side letters, IPO lockups, Destiny and doing deals over the holidays.
www.bloomberg.com
December 17, 2025 at 7:06 PM
I’ve missed Christmas Eve and New Year’s and the Fourth of July holidays for newsletters a lot smaller than this. This is as good as it gets for newsletter writers. www.bloomberg.com/opinion/news...
When you have a bad streak it’s very easy to think, ‘I’ll just send one more newsletter.’ www.bloomberg.com/opinion/news...
Fake Trading Is Hard Work
Prop trading, non-bank lending, IPO pricing, crypto treasury and Epstein’s wealth.
www.bloomberg.com
December 16, 2025 at 7:01 PM
When you have a bad streak it’s very easy to think, ‘I’ll just send one more newsletter.’ www.bloomberg.com/opinion/news...
This newsletter is one of the most intense lifestyles out there. www.bloomberg.com/opinion/news...
The Video of Dumb Investment
South Korean retail investors, insider predicting, vesting cliffs, quant secrecy and crashing recruiting events.
www.bloomberg.com
December 15, 2025 at 7:04 PM
This newsletter is one of the most intense lifestyles out there. www.bloomberg.com/opinion/news...
This newsletter's readership consists of practicing dentists rather than financial professionals. www.bloomberg.com/opinion/news...
A Stock Price Is Not a Prediction
Also Architects of AI, debanking risk, dentists on the investment committee and fistfights with regulators.
www.bloomberg.com
December 11, 2025 at 7:07 PM
This newsletter's readership consists of practicing dentists rather than financial professionals. www.bloomberg.com/opinion/news...
This newsletter significantly declines on the day following the release of popular late-night shows. www.bloomberg.com/opinion/news...
The Warner Deal Will Take a While
Also M&A AI data, trillion-dollar IPOs and good TV is bad for stocks.
www.bloomberg.com
December 10, 2025 at 6:37 PM
This newsletter significantly declines on the day following the release of popular late-night shows. www.bloomberg.com/opinion/news...
I have abandoned the semblance and reality of a fair newsletter process, thereby abdicating my duties to readers. www.bloomberg.com/opinion/news...
A Bidding War for Warner Bros.
Also the SEC shutdown, the CFPB pause and the DAT collapse.
www.bloomberg.com
December 8, 2025 at 6:30 PM
I have abandoned the semblance and reality of a fair newsletter process, thereby abdicating my duties to readers. www.bloomberg.com/opinion/news...
This newsletter is being re-wired to be internet native, 24/7/365 and global. www.bloomberg.com/opinion/news...
Buy Low, Sell to Yourself
Continuation funds, Amazon drivers, a narrow bank, Trump accounts, crypto gambling and PDT puzzles.
www.bloomberg.com
December 4, 2025 at 7:13 PM
This newsletter is being re-wired to be internet native, 24/7/365 and global. www.bloomberg.com/opinion/news...
Really good newsletters are really good at separating the signal and the noise. www.bloomberg.com/opinion/news...
Can the Lenders Stick Together?
Cooperation agreements, stock borrow costs, Midnight Madness and Spotify Wrapped.
www.bloomberg.com
December 3, 2025 at 7:05 PM
Really good newsletters are really good at separating the signal and the noise. www.bloomberg.com/opinion/news...
This newsletter marks the next step in our evolution, and we believe it will better position us to navigate short-term market volatility while delivering on our vision of being the world’s leading issuer of Money Stuff. www.bloomberg.com/opinion/news...
AI Can Steal Crypto Now
Also Strategy, co-invests, repo haircuts and map manipulation.
www.bloomberg.com
December 2, 2025 at 6:45 PM
This newsletter marks the next step in our evolution, and we believe it will better position us to navigate short-term market volatility while delivering on our vision of being the world’s leading issuer of Money Stuff. www.bloomberg.com/opinion/news...
I don’t read Money Stuff newsletters barely anymore. It’s not healthy now that I know what the ...'s in it. www.bloomberg.com/opinion/news...
OpenAI Will Own Some Users
Thrive Holdings, portable toilets, OBR URL guessing, cat bond incentives, buffer ETFs and bioengineered meat.
www.bloomberg.com
December 1, 2025 at 7:16 PM
I don’t read Money Stuff newsletters barely anymore. It’s not healthy now that I know what the ...'s in it. www.bloomberg.com/opinion/news...
This newsletter is a convergence of entertainment and speculative finance. www.bloomberg.com/opinion/news...
Take the Crypto Out of the Indexes
MSCI, sports betting contagion, sports hedging, bad passwords are not securities fraud, Napster and Grok.
www.bloomberg.com
November 25, 2025 at 6:46 PM
This newsletter is a convergence of entertainment and speculative finance. www.bloomberg.com/opinion/news...
I thought of you when I read this newsletter. Was this your idea? www.bloomberg.com/opinion/news...
Leave the Gold in the Ground
Yap money stones, consultation fees, Morgan Stanley vendors, crypto-to-GSE contagion and the Epstein files.
www.bloomberg.com
November 24, 2025 at 7:02 PM
I thought of you when I read this newsletter. Was this your idea? www.bloomberg.com/opinion/news...
We’re excited about our digital future — a future harnessed by newsletter products that empower the creator economy; and a future where Money Stuff unlocks marketplace efficiencies and new experiences for our global community. www.bloomberg.com/opinion/news...
Predict the Sneakers
Abstract sneaker space, generalized legal fees, disappointing carry and Crooked Beverage.
www.bloomberg.com
November 20, 2025 at 7:01 PM
We’re excited about our digital future — a future harnessed by newsletter products that empower the creator economy; and a future where Money Stuff unlocks marketplace efficiencies and new experiences for our global community. www.bloomberg.com/opinion/news...
This is really a natural evolution of a newsletter made from stock market mechanics. www.bloomberg.com/opinion/news...
www.bloomberg.com
November 19, 2025 at 7:20 PM
This is really a natural evolution of a newsletter made from stock market mechanics. www.bloomberg.com/opinion/news...
It is certainly possible that I arrived at this newsletter for some innocuous reason. www.bloomberg.com/opinion/news...
The SEC Opposes Shareholder Proposals
Also the Fannie/Freddie trade, the least rational investors, meme-stock numbers and Birkin warehouse receipts.
www.bloomberg.com
November 18, 2025 at 7:30 PM
It is certainly possible that I arrived at this newsletter for some innocuous reason. www.bloomberg.com/opinion/news...
This newsletter loves the fashion girlies and tries to inject a little bit of fun into the boring private equity and hedge fund worlds. www.bloomberg.com/opinion/news...
Private Markets Are the New Securities Fraud
Also weather models, tariff refunds, Birkin correlation, robot delivery drivers and Sealed Air.
www.bloomberg.com
November 17, 2025 at 7:07 PM
This newsletter loves the fashion girlies and tries to inject a little bit of fun into the boring private equity and hedge fund worlds. www.bloomberg.com/opinion/news...
i am not convinced that a current cast member of the real housewives of miami is "spending a fortune to live in extreme privacy." www.wsj.com/lifestyle/tr...
The Ultrarich Are Spending a Fortune to Live in Extreme Privacy
In Miami and elsewhere, the wealthy are moving in increasingly private spheres, shelling out big money to bypass the indignities of public life.
www.wsj.com
November 17, 2025 at 4:45 PM
i am not convinced that a current cast member of the real housewives of miami is "spending a fortune to live in extreme privacy." www.wsj.com/lifestyle/tr...
Some readers lamented that the swagger was gone and that this newsletter felt akin to being in a factory or flipping burgers in a line. www.bloomberg.com/opinion/news...
Blackstone Is for Everyone
Also proxy adviser antitrust, multiverse shareholder voting, how to get very rich, Robinhood bags of cash and Sealed Air.
www.bloomberg.com
November 13, 2025 at 7:07 PM
Some readers lamented that the swagger was gone and that this newsletter felt akin to being in a factory or flipping burgers in a line. www.bloomberg.com/opinion/news...
It is so easy to read Money Stuff in the system. Dopamine keeps me awake late into the night. www.bloomberg.com/opinion/news...
How Should Shareholders Vote?
Proxy advisers, total portfolio approach, cat bonds, First Brands has some more invoices to sell and Asian meme investors.
www.bloomberg.com
November 12, 2025 at 7:13 PM
It is so easy to read Money Stuff in the system. Dopamine keeps me awake late into the night. www.bloomberg.com/opinion/news...
Does the universe create that many newsletters that you haven't already seen every day? www.bloomberg.com/opinion/news...
The Hedge Funds Are Hiring
Also First Brands, AI long-termism and Tether gold trading.
www.bloomberg.com
November 11, 2025 at 7:20 PM
Does the universe create that many newsletters that you haven't already seen every day? www.bloomberg.com/opinion/news...
When corruption infiltrates this newsletter, it brings disgrace not only to the participants but damages the public trust in an institution that is vital and dear to all of us. www.bloomberg.com/opinion/news...
Opendoor Did Some Warrants
Also honest pitching services, the Metsera conclusion and elite Liar’s Poker.
www.bloomberg.com
November 10, 2025 at 6:33 PM
When corruption infiltrates this newsletter, it brings disgrace not only to the participants but damages the public trust in an institution that is vital and dear to all of us. www.bloomberg.com/opinion/news...
If you’re a rational reader of Money Stuff, you’re stuck between a rock and a hard place. www.bloomberg.com/opinion/news...
Elon Wants His Votes
Also bond auctions, Forge, crypto treasury companies and Aurinia.
www.bloomberg.com
November 6, 2025 at 6:51 PM
If you’re a rational reader of Money Stuff, you’re stuck between a rock and a hard place. www.bloomberg.com/opinion/news...