Money Stuff Cliquet, taxes, Santos, wallet, dentist. View in browser Subscribe to Bloomberg.com for unlimited access to all our coverage. Leveraged ETF crash put cliquet ETF Last weekend Bloombergâs Yiqin Shen published a fun story that would make...
NO. 654 FREE EDITION SUNDAY 2 AUG 2026 SPONSORED BY ATTIO https://attio.com/?utm_source=benedicts_newsletter&utm;_medium=newsletter_sponsorship&utm;_campaign=benedicts_newsletter-Y26 PSA: Your CRM is only as useful as the context it can act on....
First forget inspiration. Habit is more dependable. Habit will sustain you whether youâre inspired or not. Habit will help you finish and polish your stories. Inspiration wonât. Habit is persistence in practice. â OCTAVIA BUTLER Artwork by Nina...
Money Stuff Hedging, margin, agents, wallets, hacks. View in browser Subscribe to Bloomberg.com for unlimited access to all our coverage. Situational Awareness: hedging One thing you could do, as an investor, is try to figure out which stocks will go...
View this post on the web at https://jamescrabtree.substack.com/p/the-paradox- of-middle-power-decline Greetings from northern France, where we have escaped for a short break. Below a few thoughts on a conundrum faced by Britainâs new PM, an essay on...
View this post on the web at https://theoilbandit.substack.com/p/situational- awareness After falling nearly 20% in just three trading sessions, crude found its footing in the high $80s as the July Brent contract expires. Throughout July, Brent traded...
Money Stuff This weekâs episode of the Money Stuff podcast is out now. My guest-co-host this week is Bloombergâs Silvia Killingsworth. We discuss the Si Podcast This weekâs episode of the Money Stuff podcast is out now. My guest- co-host this week is...
Money Stuff Elections, PBCs, Ionic, WLFI. View in browser Subscribe to Bloomberg.com for unlimited access to all our coverage. Situational Awareness Being bullish on artificial intelligence has been, for the most part, a great trade. Nvidia Corp.âs...
Money Stuff Structured notes, sports, ETFs, slop. View in browser Subscribe to Bloomberg.com for unlimited access to all our coverage. SpaceX structured notes Hereâs a neat little piece of derivatives structuring. Letâs say youâre an investment...
Money Stuff Sponsors, parlays, pivots, trust. View in browser Independent sponsors My half-joking potted history of business is that people used to go to business school to learn how to run businesses, and then they would graduate and run...
NO. 653 FREE EDITION SUNDAY 26 JUL 2026 SPONSORED BY LARRIDIN https://us.list- manage.com/13KnhpaRN2E?e=0646444dc3&c2id;=9e8194e1a37a39593be010b11f77be0d Larridin...
********* Commoncog ********* a newsletter on accelerating business expertise \------------------- Commoncog This Week \------------------- This week's Commoncog case is free; next week's piece will be members-only. A New Series about Folks Handling...
Everyone who is born holds dual citizenship, in the kingdom of the well and in the kingdom of the sick. â SUSAN SONTAG Artwork by Kate Gorbenko [1] [Dense Discovery] [2] [Dense Discovery] [2] HELLO DISCOVERERS! My mum recently had orthopaedic surgery,...
Money Stuff Record dates, futures, fraud, indexes. View in browser Record date oopsie XOMA Royalty Corp. and Ligand Pharmaceuticals Inc. are biotechnology royalty aggregators : They finance biotechnology companies by buying the rights to future drug...
View this post on the web at https://theoilbandit.substack.com/p/the-odyssey Where do we even begin? If we have to explain this weekâs rally, it cannot be pinned on a single event, rather, it was the culmination of a series of developments we were...
Money Stuff This weekâs episode of the Money Stuff podcast is out now. Itâs Katieâs last episode for a while, though we will still be bringing you some Podcast This weekâs episode of the Money Stuff podcast is out now. Itâs Katieâs last episode for a...
The best Stratechery content from the week of July 20, 2026 including Chinese models and frontier futures, what happened to Hugging Face, and the NBA and its second apron bet. View in browser (...
Money Stuff Index, basis, API, 10b5-1. View in browser Sports index Last month, I made some jokes about a prediction-market index, which struck me as a funny idea. I wrote : Prediction-market investors could use the index to benchmark their own...
Money Stuff Phones, 351s, lockups, zombies. View in browser Personal phones It was illegal, from about 2021 through about 2025, for employees of financial firms to text or WhatsApp about work on their personal phones. The theory was thatUS securities...
Money Stuff 22.83/5, BLK v. BLK, ticking, VPN, gold. View in browser 22.8333/5 trading Most stock exchanges run on old-fashioned human timeframes. The exchange opens after breakfast, it trades for a while, and then it closes so people can wrap things...
NO. 652 FREE EDITION SUNDAY 19 JUL 2026 SPONSORED BY LARRIDIN https://us.list- manage.com/fHgl1s7oYBQ?e=0646444dc3&c2id;=9e8194e1a37a39593be010b11f77be0d Larridin...
********* Commoncog ********* a newsletter on accelerating business expertise \------------------- Commoncog This Week \------------------- This week's Commoncog piece is members-only; next week's piece will be free. âHow Moats Are Built (...
What information consumes is rather obvious: it consumes the attention of its recipients. Hence a wealth of information creates a poverty of attention. â HERBERT A. SIMON Artwork by Francesco Bongiorni [1] [Dense Discovery] [2] [Dense Discovery] [2]...
Money Stuff API, LCDL, 10Q, peptides, reinspection. View in browser Ice cream hedge Oh sure : 28wishes, a bougie independent ice cream parlor in downtown Los Angeles, has been gaining cash on Kalshi, the online âprediction marketâ app that lets users...
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives. View in browser...