The graveyards are filled with indispensable newsletters. www.bloomberg.com/opinion/news...
Nvidia’s Board Had to Do Something
Also the Anthropic IPO book, LLM index fund recommendations and the Head of Macro guy.
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We believe this abundance of super newsletter will rapidly transform every sector of the global economy in ways greater than the impact of industrialization, electricity, semiconductors, and the internet. www.bloomberg.com/opinion/news...
Anthropic Has Some Anchor Investors
Also ‘SI,’ date the rate and everything is securities fraud.
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While I can’t guarantee what your financial return from this newsletter will be, I’m confident you’ll have a fun and entertainingly documented ride. www.bloomberg.com/opinion/news...
Is the Nvidia Affair Securities Fraud?
AI financing, hedge-fund oopsies, securities fraud, insider trading and standup stock.
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If you wrote a newsletter and you had a friend in the administration who leaked to you they were going to war, I mean, that would be the best way to make money there. www.bloomberg.com/opinion/news...
Financial Predictionization
Also black swan funds, data center delays and billable hour valuation.
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In reality, all that is necessary is for a single member of the public (or media) to learn about this newsletter and then share that knowledge with others, including current or future competitors that would be heavily incentivized to obtain it. www.bloomberg.com/opinion/news...
The Midterm Predictions Were Good
Also quant code theft and buying stock in college athletes.
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If I had been fired, no part of me would have thought that was unfair. I did nearly destroy a newsletter. www.bloomberg.com/opinion/news...
How Much Should Anthropic Pop?
Pre-IPO perps, hedge fund track records and fake job interviews.
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This newsletter traded the event and found several attractive dislocations. www.bloomberg.com/opinion/news...
Binance Got Some Money Back
Also liquidity provision, the MSCI trade, career risk hedging and road trips for sharps.
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This is not the most important newsletter in America, but this is precisely why it matters to us. www.bloomberg.com/opinion/news...
Run on the Law Firm
Weil Gotshal, bankers turned lawyers, onion protests, more sports bets.
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By leveraging Web 3.0, blockchain-secured data trading, and AI-driven analytics, Money Stuff aims to deliver secure, scalable newsletters addressing trust, data integrity, and monetization challenges. www.bloomberg.com/opinion/news...
Not Your Keys, Not Your DAT
Also Anthropic adjustments, buy borrow die and sports bets.
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This newsletter was so limited. It wasn’t really fun. www.bloomberg.com/opinion/news...
Musk’s Mars Merger Pay
Also BDC mergers, pattern day trading and prediction market indexes.
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This newsletter's aim is to open new frontiers of discovery and bring forth an age of miracles. www.bloomberg.com/opinion/news...
Anthropic Raises Concerns
Also share classes and fake polls.
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I didn’t know that people worked five days a week until I went to Money Stuff. www.bloomberg.com/opinion/news...
Zuckerberg Wants to Keep His Votes
Also derivative accounting, onions futures and Goldman hours.
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This newsletter is a bit like the New York Yankees playing in Little League. www.bloomberg.com/opinion/news...
Obviously SpaceX and Tesla Will Merge
Also withdrawal calculators and personal liquidity.
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There were real growing pains, and I personally had to grow and change into what this newsletter needed. www.bloomberg.com/opinion/news...
Someone Has to Take the AI Risk
AI CDS, rolling repos, evergreen continuation funds and Polymarket governance.
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To me, the real risk is spending your life doing something that doesn’t bring you joy, waiting until you’re 65 to start reading this newsletter. www.bloomberg.com/opinion/news...
Universal Basic AI
Also passive income, sports gambling ETFs, MBAs and onion futures.
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Becoming an agentic newsletter is part of our overall ambition of being a smarter newsletter. www.bloomberg.com/opinion/news...
Private Markets Are the New AI Markets
Also daily private credit marks, prime brokerage and agentic regulation.
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This newsletter may be months away from being capable enough to self-replicate on commercial internet-of-things (IoT) devices, like smart ovens and off-brand Android TV boxes. www.bloomberg.com/opinion/news...
Bank of America Missed Some Bad Guys
AML, debanking, an OpenAI spy, lawyer pay and running inference on a toaster.
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This newsletter is flagrant and reckless. I am unrepentant. www.bloomberg.com/opinion/news...
They Found Some Walter Victims
Also indexed annuities, Martin Shkreli contempt, non-swap sports bets and retail options.
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This newsletter is always going to be up and to the right. www.bloomberg.com/opinion/news...
Don’t Bet Against the Sports Bets
Also parking-lot data centers, BDC arbitrage, Hood Summit and Midnight Madness.
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This newsletter is like a casino crossed with an arcade, capable of serving up a never-ending buffet of nearly impossible bets that maximize the dopamine rush even as they minimize the financial returns. www.bloomberg.com/opinion/news...
Pre-IPO Perpetual Futures Swap ETF
Corgi MANGOS, prime brokerage, longshot predictions and AGM buffet arbitrage.
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Subscribers only received a short two-page newsletter with pictures of outer space and an arrow pointing out that Money Stuff was going to be sent “somewhere in the universe”. www.bloomberg.com/opinion/news...
ESG Gets More Illegal
Also private equity in 401(k)s and data centers somewhere in the universe.
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This is not a newsletter that grows with the economy, that kind of gets better as time goes on, that has a positive expected return, and that you can kind of sit back and not have to do anything with. www.bloomberg.com/opinion/news...
Treasury Futures Might Switch
Also defeasance, sports gambling as an investment strategy and post-human securities fraud.
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This newsletter has become increasingly common in recent years, promoted by venture investors and savvy transactional attorneys. www.bloomberg.com/opinion/news...
Mergers and Acqui-hires
Groq, Anthropic charitable pay, two-year analyst programs and train fare.
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This newsletter is designed to test knowledge, comprehension, and skills with respect to the risks associated with exempt offerings. www.bloomberg.com/opinion/news...
Opening Private Markets to the Public
Performance fees, accredited investor tests, default shareholder voting and Knicks-Rangers deconglomeration.
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This newsletter enables investors to read about stocks, options, bitcoin and prediction-market contracts even when they are not paying attention. www.bloomberg.com/opinion/news...
AI Agents Will Pay Attention
Also the Man City charges, cotton trade prints and investment bank apprenticeship.
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This newsletter can be recharacterized in accordance with its substance. www.bloomberg.com/opinion/news...
Is Existential Risk Securities Fraud?
Also agentic bank runs, 351 ETFs and abandoned Nvidia options.
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The timing of this newsletter may have something to do with my annual trip to the Burning Man festival, after which I tend to return ‘with ideas.’ www.bloomberg.com/opinion/news...
Banks Recycle the Risk
Also Nvidia’s buyback, Automattic intrigue and agentic sports betting.
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This newsletter has long been viewed as a slog to be endured before switching to make real money on the buy side. www.bloomberg.com/opinion/news...
Morgan Stanley Leaked Some Deals
Pipelines, force majeure, private equity malaise, credit card risk tranching, egg futures, and Medicaid gambling.
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Money Stuff's goal is to create national scale in an industry dominated by pint-sized newsletters. www.bloomberg.com/opinion/news...
Kalshi Levers the Predictions
Also Muse overcomes inertia, the AI factor, 14a-8 proposals and pool servicing.
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This newsletter's business depends on customers who are reading within their means, are reading for entertainment and reading for fun. www.bloomberg.com/opinion/news...
Who Cares If a Merger Is Fair?
Appraisal, problem gamblers, Steak ’n Shake and World Liberty.
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