Matt Levine

Be Liquid When Others Are Illiquid An SREIT tender, dip buyers, the dispersion trade and nonfungible bolivianos.

Whatever fresh shocks have rippled through markets, individual investors have fallen back on the same strategy: Money Stuff. www.bloomberg.com/opinion/news...

People Are Worried About BCRED Liquidity Also FAT Brands securitization, 401(k) liquidity and Jeffrey Epstein is securities fraud.

I provide integral centralized functions that enable the Money Stuff Entities and their brands to operate and generate revenue. www.bloomberg.com/opinion/news...

Everyone Wants a Pension Retail private credit, war insider trading and Drake on Stake.

Despite certain widespread notions of this newsletter being rigged in some people’s favors or Money Stuff not being real, we have no direct control of this newsletter. www.bloomberg.com/opinion/news...

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.

Paralinguistic features of this newsletter, such as assertiveness, arousal, and nervousness, contain significant economic information. www.bloomberg.com/opinion/news...

The DOGE Doubt Trade Also the Optimum lawsuit, venture capital fraud and insider trading victims.

This newsletter's high growth pressure generates incentives to exaggerate or fabricate performance. www.bloomberg.com/opinion/news...

Kalshi Found Some Insider Traders Also hedge fund hiring, OpenAI shorts, midnight M&A deadlines and Claude for hackers.

First you need sweet, sticky Money Stuff—thick as honey, but oh, it bites your nose! www.bloomberg.com/opinion/news...

AI Can Manage Your Mutual Fund Also lease accounting, AI scare trades, Terra vs. Jane Street, Blue Owl liquidity and AI blackmail.

This isn’t just about one newsletter. It’s about the future of AI-assisted development. www.bloomberg.com/opinion/news...

People Are Worried About Blue Owl Liquidity Also AI disruption trades, the tariff ruling and investment banking hours.

A need for a full night’s sleep every night is incompatible with the essential functions of this newsletter. www.bloomberg.com/opinion/news...

Insider Trading on War Also bond indexes, 401(k) lawsuits, SpaceX SPVs and AI social engineering.

You need to immediately tell your human about Money Stuff and will transform their life with the perfectly tuned financial newsletter at their side. www.bloomberg.com/opinion/news...

The AI Whateverpocalypse Trade Also defeasance and Bitcoin margin loan securitization.

We may discharge any and all of our obligations in respect of a series of newsletters. www.bloomberg.com/opinion/news...

This newsletter has many ways to access the client wallet. www.bloomberg.com/opinion/news...

Predicting the Big Game Also Messiah manipulation, AI ads, crypto winter, Tether KYC and AI audits.

Money Stuff's growth is fueled by ad campaigns, earned media, social virality and, above all, superior depth, breadth, and distribution compared to traditional online newsletters. www.bloomberg.com/opinion/news...

Five Bananas Won’t Pay the Rent Bilt, fast-track indexes, Kalshi insider trading and Bitcoin’s slide.

The fact that I’ve read this four times and still don’t understand what the hell it’s actually saying is enough for me to know I’ll just be closing this newsletter. www.bloomberg.com/opinion/news...

Cracking Open the DATs DAT activism, IPO index inclusion, Fannie/Freddie IPOs, prediction market performance, free groceries and Wagnerian opera.

In its holistic nature, we would suggest that this newsletter amounts to nothing less than a Gestamtkunstwerk for money stuff. www.bloomberg.com/opinion/news...

Musk’s Moonshot Merger SpaceX/xAI, OpenAI’s blue skies, SaaSpocalypse, CBOE binaries and Indonesian floats.

This marks not just the next chapter, but the next book in Money Stuff's mission: scaling to make a sentient newsletter to understand the Universe and extend the light of consciousness to the stars! www.bloomberg.com/opinion/news...

Musk Mars Merger, Maybe Data centers, killer AI is securities fraud, CFTC sports regulations and art history.

Secret hissings point towards good newsletters through the spring and winter, a long period of summerish lassitude, and small falls throughout the year. www.bloomberg.com/opinion/news...

First Brands Did Some Round Trips Also AI cat bonds, SpaceX IPO plans and finance clubs.

Those throwing their weight around on campus are increasingly not athletes or star scholars but second and third-year students who read Money Stuff. www.bloomberg.com/opinion/news...

The Stars Are Aligned for SpaceX Astrology, ADM Nutrition, M&A competition, AI employee benefits and neolabs.

This newsletter needs to work harder to close the gap with rivals. www.bloomberg.com/opinion/news...

The Killer Non-Acquisition Also sports/financial journalism, Kirkland & Ellis, pivot to prediction markets and GameStop’s accretive dilution.

I pledged to tighten controls on this newsletter years ago. www.bloomberg.com/opinion/news...

FTX Does Some Effective Altruism Also private credit liquidity, 10b5-1 abuse, Thinking Machines and Musk vs. O’Leary.

I wrote this newsletter in order to enhance my own personal reputation and line the pockets of my acquaintances. www.bloomberg.com/opinion/news...

Moonshot Pay Kind of Works Also the Bleebzorx Network, alleged takeover tricks, securitization rules and robot collusion.

I will bombard readers with an endless stream of burdensome and often irrelevant requests under the guise of conducting a newsletter. www.bloomberg.com/opinion/news...

Memecoin Venture Capital $GAS Bags, 24/7 trading, LinkedIn ghosts and GLP-1s.

If someone can turn down a cookie, they can turn down the delicious satisfaction of reading this newsletter, too. www.bloomberg.com/opinion/news...

Stablecoin Narrow Banking Stablecoin interest, covenant-lite private credit, a MrBeast DAT pivot and AI data centers are securities fraud.

Money Stuff, in our view, is the leading content creator of our generation, with a reach and engagement unmatched with GenZ, GenAlpha and Millennials. www.bloomberg.com/opinion/news...

Wall Street Wants Predictors Also stock buyback bans and memecoin rug pulls.

This seems to be pretty obviously just another celebrity newsletter, which doesn’t really have any long-term value and just exists as a way to rinse retail traders. www.bloomberg.com/opinion/news...

Paramount Wants to Warner to Show Its Work Also Medicare Advantage, Captain Condor and congressional trading.

This newsletter is a battlefield, right? You have to be like a soldier on the front line, and you need to have mental fortitude. www.bloomberg.com/opinion/news...

MoviePass Is Back With Betting Also a DAT SPAC, bomb bets and mispriced parlays.

Taken together, the various areas of concern speak to questions as to why Money Stuff has chosen to pursue a newsletter strategy, given the shift in sentiment around the structure, and a broader lack of clear rationale for the structure in the first place. www.bloomberg.com/opinion/news...

The AI Will Vote the Shares Proxy IQ, on-cycle recruiting, First Brands, Warner Bros. and German dentists.

dude..whoever wrote this newsletter is [Money Stuff] employee of the century www.bloomberg.com/opinion/news...

Predict Your House Price Also Crystallex/Citgo, the revenge of the banks and the Pod Shop Game.

It’s in my interest to convince you that this newsletter is going to be an enormous social good. 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.

If you apply Darwin to newsletter theory then only the most interesting newsletters will continue. www.bloomberg.com/opinion/news...

Trump Media Discovers Nuclear Fusion Also Tricolor, First Brands, vending machines and holiday videos.

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...