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...
Money Stuff is able to retain the most talented, and generally highly compensated, writers, which would ostensibly deliver stronger newsletters for the readers. www.bloomberg.com/opinion/news...
Hedge Fund Charged Clients for Art
Pass-through fees, AI debt hedging, ETF stock lending and tariffs.
www.bloomberg.com
November 5, 2025 at 7:08 PM
Money Stuff is able to retain the most talented, and generally highly compensated, writers, which would ostensibly deliver stronger newsletters for the readers. www.bloomberg.com/opinion/news...
People are really starting to ask: ‘How does this newsletter happen?’ www.bloomberg.com/opinion/news...
First Brands Found Some Fake Invoices
First Brands, First Trust, Elon Musk’s votes, Elon Musk’s brand and corporate rap.
www.bloomberg.com
November 4, 2025 at 7:13 PM
People are really starting to ask: ‘How does this newsletter happen?’ www.bloomberg.com/opinion/news...
Is this a flash in the pan newsletter that sounds nice in theory but doesn’t work in execution and you move on to the next thing? www.bloomberg.com/opinion/news...
Coinbase Said Web3
Mention markets, Pfizer sues Metsera, Tesla votes, adjustable mortgages and fried chicken.
www.bloomberg.com
November 3, 2025 at 7:10 PM
Is this a flash in the pan newsletter that sounds nice in theory but doesn’t work in execution and you move on to the next thing? www.bloomberg.com/opinion/news...
Timely newsletters are crucial for effective decision-making and strategic planning. Keep up the great work, and I look forward to continuing our collaboration! www.bloomberg.com/opinion/news...
Pay Now, Merge Later
Metsera, Elon Musk’s pay package, fake receivables and AI performance reviews.
www.bloomberg.com
October 30, 2025 at 5:35 PM
Timely newsletters are crucial for effective decision-making and strategic planning. Keep up the great work, and I look forward to continuing our collaboration! www.bloomberg.com/opinion/news...
How old were you when you became a Money Stuff reader. www.bloomberg.com/opinion/news...
Put the Data Center in the Box
K-cup project finance, box spread rates, Best Egg and an Instagram interview.
www.bloomberg.com
October 29, 2025 at 6:34 PM
How old were you when you became a Money Stuff reader. www.bloomberg.com/opinion/news...
For too long, global elites have closely controlled this newsletter. www.bloomberg.com/opinion/news...
All Public Companies Are Alike
Indexing and beta, Trump Media sportsbook, OpenAI’s conversion and private equity rudeness.
www.bloomberg.com
October 28, 2025 at 6:04 PM
For too long, global elites have closely controlled this newsletter. www.bloomberg.com/opinion/news...
Readers of this newsletter say they’ve been inundated with one come-on after another: spam emails, LinkedIn messages, cold calls and more. www.bloomberg.com/opinion/news...
The Tariff Refund Trade
Also tarot cards, private equity TV ads, AI performance reviews, AI investment banking and gold traders.
www.bloomberg.com
October 27, 2025 at 6:51 PM
Readers of this newsletter say they’ve been inundated with one come-on after another: spam emails, LinkedIn messages, cold calls and more. www.bloomberg.com/opinion/news...
There needs to be enough control of this newsletter to give a strong influence, but not so much that I can’t be fired if I go insane. www.bloomberg.com/opinion/news...
The FBI Found Some Insider Betting
Also Elon Musk’s robot army, prediction market volumes, snails and bees.
www.bloomberg.com
October 23, 2025 at 6:31 PM
There needs to be enough control of this newsletter to give a strong influence, but not so much that I can’t be fired if I go insane. www.bloomberg.com/opinion/news...
I just do this newsletter for devilment. I do it just to get away with it. www.bloomberg.com/opinion/news...
Banks Make Loans to Non-Banks
NDFIs, Ethereum basis trades, Six Flags and snail farming.
www.bloomberg.com
October 22, 2025 at 4:05 PM
I just do this newsletter for devilment. I do it just to get away with it. www.bloomberg.com/opinion/news...
This newsletter is the result of a “screwup” caused by Money Stuff's “antiquated” computer system. www.bloomberg.com/opinion/news...
OpenAI Is Building a Banker
Also abstract copper, 777 Partners, in-kind Bitcoin ETFs and the AWS outage.
www.bloomberg.com
October 21, 2025 at 5:58 PM
This newsletter is the result of a “screwup” caused by Money Stuff's “antiquated” computer system. www.bloomberg.com/opinion/news...
Money Stuff is a labor of love. It is an embodiment that represents our newsletter and where our people are going to work. www.bloomberg.com/opinion/news...
Banks Misplaced Some Mortgages
Zions, TACO prediction markets, VikingGPT and JPMorgan HQ desk space.
www.bloomberg.com
October 20, 2025 at 5:54 PM
Money Stuff is a labor of love. It is an embodiment that represents our newsletter and where our people are going to work. www.bloomberg.com/opinion/news...
A war for talent between newsletters has pushed up pay in the industry. www.bloomberg.com/opinion/news...
Nothing Is Securities Fraud?
Shareholder arbitration, a stablecoin fat finger, hedge fund pay and Intrade efficiency.
www.bloomberg.com
October 16, 2025 at 5:20 PM
A war for talent between newsletters has pushed up pay in the industry. www.bloomberg.com/opinion/news...
Right now I’d say there’s lots of fuzz on this newsletter, and as it gets closer it’s going to start to take real shape. www.bloomberg.com/opinion/news...
OpenAI Has a Business Plan
Also 18/5 stock trading on 24 Exchange and Nobel Prize betting on Polymarket.
www.bloomberg.com
October 15, 2025 at 5:47 PM
Right now I’d say there’s lots of fuzz on this newsletter, and as it gets closer it’s going to start to take real shape. www.bloomberg.com/opinion/news...
Money Stuff is assembled off-site at manufacturing and fabrication facilities in Italy and then shipped to our newsletter sites fully-assembled and packaged for installation. www.bloomberg.com/opinion/news...
Venture Global’s Gas Plant Is Done
Also the Nobel Peace Prize, Credit Suisse AT1s, a Grindr margin-call LBO and StockTwits alpha.
www.bloomberg.com
October 14, 2025 at 6:33 PM
Money Stuff is assembled off-site at manufacturing and fabrication facilities in Italy and then shipped to our newsletter sites fully-assembled and packaged for installation. www.bloomberg.com/opinion/news...
This newsletter was part of an aide memoire, and I acted impulsively in writing it. www.bloomberg.com/opinion/news...
OpenAI Keeps Doing Deals
Also crypto liquidations, inverse levered ETFs, stock buybacks and trade secrets.
www.bloomberg.com
October 13, 2025 at 6:46 PM
This newsletter was part of an aide memoire, and I acted impulsively in writing it. www.bloomberg.com/opinion/news...
In some ways, ‘newsletter’ is still perceived as a dirty word. Many still scoff at what the Money Stuff community does on various forums. But that’s an entirely antiquated view. www.bloomberg.com/opinion/news...
First Brands Is Missing Some Money
Also MEME ETF, Bed Bath blockers and severance.
www.bloomberg.com
October 9, 2025 at 6:29 PM
In some ways, ‘newsletter’ is still perceived as a dirty word. Many still scoff at what the Money Stuff community does on various forums. But that’s an entirely antiquated view. www.bloomberg.com/opinion/news...
What Money Stuff can’t afford is if a newsletter provider makes a mistake that ends up as a systemic, correlated, aggregated risk. www.bloomberg.com/opinion/news...
AI Insurance Is Expensive
P(doom), STAAR Surgical projections, Bitcoin life insurance and YouTube self-help.
www.bloomberg.com
October 8, 2025 at 5:14 PM
What Money Stuff can’t afford is if a newsletter provider makes a mistake that ends up as a systemic, correlated, aggregated risk. www.bloomberg.com/opinion/news...
Money Stuff is expanding how individuals and institutions use newsletters to understand and price the future. www.bloomberg.com/opinion/news...
Sports Bets at the Stock Exchange
ICE/Polymarket, pump and dumps are illegal again, AI in consulting and exploding rockets.
www.bloomberg.com
October 7, 2025 at 6:03 PM
Money Stuff is expanding how individuals and institutions use newsletters to understand and price the future. www.bloomberg.com/opinion/news...
You already have that affinity because you were a Money Stuff fan with your dad. www.bloomberg.com/opinion/news...
OpenAI Is Good at Deals
OpenAI/AMD, Antifraud Co., M&A scoops, World Cup tickets, Gary Gensler’s cell phone and Citadel Insecurities.
www.bloomberg.com
October 6, 2025 at 5:30 PM
You already have that affinity because you were a Money Stuff fan with your dad. www.bloomberg.com/opinion/news...
This newsletter is a strategic self-promotion behavior aimed at compensating for skill gaps and increasing visibility. www.bloomberg.com/opinion/news...
Stablecoins Make Banking Narrower
Also Jane Street, Thinking Machines, quantum bond trading, tokenized real estate and LinkedIn cringe.
www.bloomberg.com
October 2, 2025 at 6:02 PM
This newsletter is a strategic self-promotion behavior aimed at compensating for skill gaps and increasing visibility. www.bloomberg.com/opinion/news...
This newsletter offers priceless experiences and access to a global ecosystem of relationships, networks and influencers. www.bloomberg.com/opinion/news...
Parlay the Predictions
Also HFT and the cost of capital, sports ownership and vulnerable victims.
www.bloomberg.com
October 1, 2025 at 5:17 PM
This newsletter offers priceless experiences and access to a global ecosystem of relationships, networks and influencers. www.bloomberg.com/opinion/news...
A newsletter is a newsletter, whether you send it to someone who’s smart or someone who’s a fool. www.bloomberg.com/opinion/news...
Hedge Funds Have To Be Big
Also Tricolor, First Brands, retail SpaceX, Affinity/EA, Charlie Javice and the head of macro.
www.bloomberg.com
September 30, 2025 at 5:07 PM
A newsletter is a newsletter, whether you send it to someone who’s smart or someone who’s a fool. www.bloomberg.com/opinion/news...
The newsletter I'm doing, my sense is it requires a certain sense of chutzpah and commercial sense. www.bloomberg.com/opinion/news...
The Perfect AI Startup
If you run a big artificial intelligence lab in 2025, your company has two important sources of value:
www.bloomberg.com
September 29, 2025 at 6:20 PM
The newsletter I'm doing, my sense is it requires a certain sense of chutzpah and commercial sense. www.bloomberg.com/opinion/news...