Matt Levine
@matt-levine.bsky.social
š¤ 41546
š„ 198
š 475
the money stuff guy
This newsletter is my white whale.
www.bloomberg.com/opinion/news...
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Ryan Cohen Wants to Work at eBay
Also Adani Green and fund formation legal fees.
https://www.bloomberg.com/opinion/newsletters/2026-05-14/ryan-cohen-wants-to-work-at-ebay
1 day ago
2
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This is the frontier of financial newsletters, a high-octane subculture that feels like an underground rave.
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Nobody Can Read the Prospectus
Also Skechers appraisal, Segantii block trades and trading tournaments.
https://www.bloomberg.com/opinion/newsletters/2026-05-13/nobody-can-read-the-prospectus
2 days ago
0
18
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This newsletter is neither credible nor attractive.
www.bloomberg.com/opinion/news...
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EBay Wonāt Play With GameStop
Also CME compute futures, BuzzFeed M&A, transfer restrictions and AI busywork.
https://www.bloomberg.com/opinion/newsletters/2026-05-12/ebay-won-t-play-with-gamestop
3 days ago
2
18
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This newsletter is sparking concerns about a growing class divide within the city.
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KKR Buys Back Some Private Credit
Also Virginia referendum resolutions and OpenAI tenders.
https://www.bloomberg.com/opinion/newsletters/2026-05-11/kkr-buys-back-some-private-credit?sref=1kJVNqnU
4 days ago
0
12
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This newsletter is confused and worried at the same time.
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Sell on eBay to Buy eBay
Also an insider trading ring, a Blue Owl secondaries fund, MFS back leverage losses and Aaveās bad debt.
https://www.bloomberg.com/opinion/newsletters/2026-05-07/sell-on-ebay-to-buy-ebay
8 days ago
0
18
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I certainly do not consider this newsletter to be a fraud, but thereās a saying: āIt takes one to know oneā.
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ChatGPT Canāt Pick the Stocks
Also private credit pricing, a fake margin loan, shipping charter benchmarks and Paul Anka.
https://www.bloomberg.com/opinion/newsletters/2026-05-06/chatgpt-can-t-pick-the-stocks?sref=1kJVNqnU
9 days ago
1
22
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This newsletter is informal and not endorsed or otherwise approved.
www.bloomberg.com/opinion/news...
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Investment Banking Without a License
Also sports swaps, spoofing training, Muskās 13D fine and Brunoās Tavern.
https://www.bloomberg.com/opinion/newsletters/2026-05-05/investment-banking-without-a-license
10 days ago
0
10
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This newsletter is half cash, half stock.
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GameStop Doesnāt Have Enough Stock
Authorized shares, pay package adjustments, prediction market making and play-money casinos.
https://www.bloomberg.com/opinion/newsletters/2026-05-04/gamestop-doesn-t-have-enough-stock?sref=1kJVNqnU
11 days ago
1
35
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This newsletter sent a powerful signal through the supply chain.
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Sell the Electricity No One Is Using
American Efficient, Pershing Square USA, BJās.
https://www.bloomberg.com/opinion/newsletters/2026-04-30/sell-the-electricity-no-one-is-using
15 days ago
0
14
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Any profit from this newsletter shall inure to and be recoverable by the reader, irrespective of any intention on the part of me.
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Short-Swing Short Squeeze
Avis, PSUS double IPO, LP advisory committees, selling equity in a book and a weird first day at the investment bank.
https://www.bloomberg.com/opinion/newsletters/2026-04-29/short-swing-short-squeeze?sref=1kJVNqnU
16 days ago
1
16
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Only persons that affirmatively make required certifications and accept and agree to the terms and conditions will be eligible for this newsletter.
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The Robots Make the Predictions
Polymarket bots, OBDC II tenders, Rivian CEO pay, Claude capital allocation, World Liberty and Boardy.
https://www.bloomberg.com/opinion/newsletters/2026-04-28/the-robots-make-the-predictions
17 days ago
0
15
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Like countless other newsletters, Money Stuff appears intent on generating multiple income streams.
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Everything Is Commodities Fraud
Same-raid parlays, a proposed software take-under, Jain Global and an agentic AI hedge fund.
https://www.bloomberg.com/opinion/newsletters/2026-04-27/everything-is-commodities-fraud
18 days ago
2
23
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This newsletter is not fungible or readily found among the pool of other professionals.
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Traders Do Something About the Weather
Also hedge-fund reneging, Polymarket vs. Kalshi and Onion Futures Act protests.
https://www.bloomberg.com/opinion/newsletters/2026-04-23/traders-do-something-about-the-weather
22 days ago
0
18
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This newsletter was not built right first time around, so is being rebuilt from the foundations up.
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Thereās No Time for SpaceX to Buy Cursor
Elon Muskās Whole Thing, pension fund illiquidity, bespoke parametric insurance and shareholder arbitration.
https://www.bloomberg.com/opinion/newsletters/2026-04-22/there-s-no-time-for-spacex-to-buy-cursor?sref=1kJVNqnU
23 days ago
1
36
5
I am stuck in this incentive structure where my behaviour is going to be aligned with pushing readers into this newsletter.
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Private Markets Charge More
Also dual-class SpaceX stock, fake Iranian crypto fees and Global Tetrahedron M&A.
https://www.bloomberg.com/opinion/newsletters/2026-04-21/private-markets-charge-more
24 days ago
1
27
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This newsletter is built on regulatory arbitrage that faces immediate scrutiny.
www.bloomberg.com/opinion/news...
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The SEC Canāt Find Victims
Disgorgement, private credit cyclicality, time value of hedge fund managers, pre-tax alpha and an SEC podcast.
https://www.bloomberg.com/opinion/newsletters/2026-04-20/the-sec-can-t-find-victims?sref=1kJVNqnU
25 days ago
1
18
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Itās the hottest product in Greenwich. Fathers at a recent local sports game were fixated on Bloomberg's Money Stuff newsletter.
www.bloomberg.com/opinion/news...
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Tax Alpha Needs Some Real Alpha
Tax-aware funds, World Liberty tokens, Exxon proxies, Cybertruck buyers and NewBird AI.
https://www.bloomberg.com/opinion/newsletters/2026-04-16/tax-alpha-needs-some-real-alpha
29 days ago
0
18
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This newsletter is broadly unregulated and unsupervised.
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AIbirds
NewBird AI, an Avis Budget squeeze, sports factor models and recursive online courses.
https://www.bloomberg.com/opinion/newsletters/2026-04-15/aibirds?sref=1kJVNqnU
about 1 month ago
1
28
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On the day of writing this newsletter, I sat myself in front of two glowing screens to āmonitor the situation.ā
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Banks Arenāt Worried About Private Credit
Also BDC secondaries, carbon removal removal and mention market correlation trading.
https://www.bloomberg.com/opinion/newsletters/2026-04-14/banks-aren-t-worried-about-private-credit
about 1 month ago
3
38
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This newsletter is trained on my mannerisms, tone and publicly available statements, as well as my own recent thinking on company strategies, so that readers might feel more connected to me through interactions with it.
www.bloomberg.com/opinion/news...
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Prediction Market Making Is Hard
Liquidity provision, event resolution, the Mythos trade, fintech concierges and AI Zuck.
https://www.bloomberg.com/opinion/newsletters/2026-04-13/prediction-market-making-is-hard?sref=1kJVNqnU
about 1 month ago
1
34
0
I profit from this newsletter while simultaneously claiming it is harmful.
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https://www.bloomberg.com/opinion/newsletters/2026-04-09/buy-bitcoin-at-night
about 1 month ago
0
27
1
This newsletter is terrible, but it sounds terrible out there, too.
www.bloomberg.com/opinion/news...
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Not Merging Is Not Securities Fraud
Also Universal SPARC, private credit redemptions, private credit liquidity and E. coli at the corporate retreat.
https://www.bloomberg.com/opinion/newsletters/2026-04-07/not-merging-is-not-securities-fraud?sref=1kJVNqnU
about 1 month ago
0
17
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This newsletter is unbelievably persuasive. Like, Jedi mind tricks.
www.bloomberg.com/opinion/news...
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Truth Machines Go to War
Also Grok sales, QQQ competition, Altman alignment and VCs doing laundry.
https://www.bloomberg.com/opinion/newsletters/2026-04-06/truth-machines-go-to-war?sref=1kJVNqnU
about 1 month ago
0
17
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We continue to observe a meaningful disconnect between the public dialogue on Money Stuff and the underlying trends in our newsletter.
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Prediction Market Structured Notes
Also BDC redemptions, private credit bid/ask, GLP-1 marketing and Jamie Dimon Media.
https://www.bloomberg.com/opinion/newsletters/2026-04-02/prediction-market-structured-notes
about 1 month ago
0
26
5
This newsletter is (broken | useless | terrible | awful | horrible) | | screw (this | you) | so frustrating | this sucks | damn it.
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OpenAI Is Almost Public
Also Snaptivism, karaoke, umami and swearing at Claude.
https://www.bloomberg.com/opinion/newsletters/2026-04-01/openai-is-almost-public?sref=1kJVNqnU
about 1 month ago
0
39
1
Societyās needs evolve, and so does this newsletter.
www.bloomberg.com/opinion/news...
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Are Algae Securities Fraud?
Carbon onsets, mini-millionaire hedge funds and float-adjusted indexes.
https://www.bloomberg.com/opinion/newsletters/2026-03-31/are-algae-securities-fraud?sref=1kJVNqnU
about 2 months ago
0
21
1
This newsletter's judgment is presumed to be reasonable and is entitled to significant deference.
www.bloomberg.com/opinion/news...
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Private Assets Are Coming to 401(k)s
Also LME NDAs, concierge financial advisers, momentum and Crispin Odeyās dungeon.
https://www.bloomberg.com/opinion/newsletters/2026-03-30/private-assets-are-coming-to-401-k-s?sref=1kJVNqnU
about 2 months ago
0
20
3
My bizarre and highly questionable method of completing Money Stuff, this ājokeā (which was no doubt intentional), was just the final example in a parade of issues and events with this newsletter.
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Weather Prediction Prediction
Also a fake Warner bidder, bank re-tranching, spy satellites, Birkin grommets and 420.
https://www.bloomberg.com/opinion/newsletters/2026-03-26/weather-prediction-prediction
about 2 months ago
1
23
4
LinkedIn recently reported that I hit the heart-in-hand icon intended to show a sign of āsupportā concerning this newsletter.
www.bloomberg.com/opinion/news...
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Private Credit Has Some Debt
GAV vs. NAV, anti-private equity certifications, Tricolor, the like button and unemployability.
https://www.bloomberg.com/opinion/newsletters/2026-03-25/private-credit-has-some-debt
about 2 months ago
2
30
2
This newsletter should reflect current market dynamics, even when they do not fully align with our assessment of long-term intrinsic Money Stuff.
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Private Credit Is Not on Sale
Also SpaceX proxies, sports betting and oil insider trading.
https://www.bloomberg.com/opinion/newsletters/2026-03-24/private-credit-is-not-on-sale
about 2 months ago
1
18
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It may not be my wisest newsletter. I donāt know if I would call it my stupidest.
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Elon Did Some Securities Fraud
Also AI inequality, Tesla/SpaceX Terafab, JPMorgan monitoring and AI startup parties.
https://www.bloomberg.com/opinion/newsletters/2026-03-23/elon-did-some-securities-fraud?sref=1kJVNqnU
about 2 months ago
2
45
5
This newsletter is like, 'Welcome to the club. You can withstand the fire. We can trust you now.'
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Tokens Are Not Securities
Crypto classification, PE concealment, Elon Musk legal realism, Trevor Milton, big cowbells and SPACEs.
https://www.bloomberg.com/opinion/newsletters/2026-03-18/tokens-are-not-securities
about 2 months ago
0
24
4
This newsletter is run by investors whoāve never set foot in your neighborhood.
www.bloomberg.com/opinion/news...
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Anti-Private Equity Is Good Business
Traffic flaggers, tax alpha, pod exhaustion and DAT dividends.
https://www.bloomberg.com/opinion/newsletters/2026-03-17/anti-private-equity-is-good-business?sref=1kJVNqnU
about 2 months ago
0
18
1
I end this newsletter with money in my pocket, and also earn back the life I had until now.
www.bloomberg.com/opinion/news...
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Make the Predictions Come True
Also SpaceX SPVs, shareholder democracy, tariff refunds, OBDC II and watch signals.
https://www.bloomberg.com/opinion/newsletters/2026-03-16/make-the-predictions-come-true
2 months ago
0
18
1
This newsletter is just glad thereās something to talk about that isnāt software exposures and private credit.
www.bloomberg.com/opinion/news...
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Lever the Predictions
Margin, private credit marks, assassination trades, distractions and the watch-to-house ratio.
https://www.bloomberg.com/opinion/newsletters/2026-03-12/lever-the-predictions
2 months ago
0
30
2
Money Stuff is still growing and I expect its newsletters to continue performing.
www.bloomberg.com/opinion/news...
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Private Credit Gets Marked Down
Mark-to-market accounting, Kalshi call spreads, ChatGPT privilege and random number generators.
https://www.bloomberg.com/opinion/newsletters/2026-03-11/private-credit-gets-marked-down?sref=1kJVNqnU
2 months ago
1
33
1
This newsletter simplifies it in a way that everybody can really understand, so it takes out the intimidation factor of the markets.
www.bloomberg.com/opinion/news...
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Bill Ackman Wants Your Money Again
The return of PSUS, chatbot meme stocks, S&P binaries and Cluely vs. TechCrunch.
https://www.bloomberg.com/opinion/newsletters/2026-03-10/bill-ackman-wants-your-money-again
2 months ago
4
46
5
Among a segment of those reading this newsletter, a sense of financial nihilism is setting in.
www.bloomberg.com/opinion/news...
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BlackRock Guards the Gates
HLEND, is anti-ESG securities fraud, AI/consulting synergies and everything is she-curities fraud.
https://www.bloomberg.com/opinion/newsletters/2026-03-09/blackrock-guards-the-gates
2 months ago
1
26
2
Whatever fresh shocks have rippled through markets, individual investors have fallen back on the same strategy: Money Stuff.
www.bloomberg.com/opinion/news...
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Be Liquid When Others Are Illiquid
An SREIT tender, dip buyers, the dispersion trade and nonfungible bolivianos.
https://www.bloomberg.com/opinion/newsletters/2026-03-05/be-liquid-when-others-are-illiquid
2 months ago
0
18
2
I provide integral centralized functions that enable the Money Stuff Entities and their brands to operate and generate revenue.
www.bloomberg.com/opinion/news...
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People Are Worried About BCRED Liquidity
Also FAT Brands securitization, 401(k) liquidity and Jeffrey Epstein is securities fraud.
https://www.bloomberg.com/opinion/newsletters/2026-03-04/people-are-worried-about-bcred-liquidity?sref=1kJVNqnU
2 months ago
0
29
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Despite certain widespread notions of this newsletter being rigged in some peopleās favors or Money Stuff not being real, we have no direct control of this newsletter.
www.bloomberg.com/opinion/news...
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Everyone Wants a Pension
Retail private credit, war insider trading and Drake on Stake.
https://www.bloomberg.com/opinion/newsletters/2026-03-03/everyone-wants-a-pension?sref=1kJVNqnU
2 months ago
0
31
1
Paralinguistic features of this newsletter, such as assertiveness, arousal, and nervousness, contain significant economic information.
www.bloomberg.com/opinion/news...
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War Markets Have Some Bugs
Rule 40.11, Nasdaq 100 binaries, a DAT proxy fight, paralinguistic features, lying to VCs and Lloyd Blankfeinās memoir.
https://www.bloomberg.com/opinion/newsletters/2026-03-02/war-markets-have-some-bugs
2 months ago
0
25
4
This newsletter's high growth pressure generates incentives to exaggerate or fabricate performance.
www.bloomberg.com/opinion/news...
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The DOGE Doubt Trade
Also the Optimum lawsuit, venture capital fraud and insider trading victims.
https://www.bloomberg.com/opinion/newsletters/2026-02-26/the-doge-doubt-trade?sref=1kJVNqnU
3 months ago
1
32
2
First you need sweet, sticky Money Stuffāthick as honey, but oh, it bites your nose!
www.bloomberg.com/opinion/news...
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Kalshi Found Some Insider Traders
Also hedge fund hiring, OpenAI shorts, midnight M&A deadlines and Claude for hackers.
https://www.bloomberg.com/opinion/newsletters/2026-02-25/kalshi-found-some-insider-traders?sref=1kJVNqnU
3 months ago
0
34
3
This isnāt just about one newsletter. Itās about the future of AI-assisted development.
www.bloomberg.com/opinion/news...
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AI Can Manage Your Mutual Fund
Also lease accounting, AI scare trades, Terra vs. Jane Street, Blue Owl liquidity and AI blackmail.
https://www.bloomberg.com/opinion/newsletters/2026-02-24/ai-can-manage-your-mutual-fund?sref=1kJVNqnU
3 months ago
3
26
8
A need for a full nightās sleep every night is incompatible with the essential functions of this newsletter.
www.bloomberg.com/opinion/news...
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People Are Worried About Blue Owl Liquidity
Also AI disruption trades, the tariff ruling and investment banking hours.
https://www.bloomberg.com/opinion/newsletters/2026-02-23/people-are-worried-about-blue-owl-liquidity?sref=1kJVNqnU
3 months ago
1
30
3
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...
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Insider Trading on War
Also bond indexes, 401(k) lawsuits, SpaceX SPVs and AI social engineering.
https://www.bloomberg.com/opinion/newsletters/2026-02-12/insider-trading-on-war
3 months ago
1
17
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We may discharge any and all of our obligations in respect of a series of newsletters.
www.bloomberg.com/opinion/news...
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The AI Whateverpocalypse Trade
Also defeasance and Bitcoin margin loan securitization.
https://www.bloomberg.com/opinion/newsletters/2026-02-11/the-ai-whateverpocalypse-trade
3 months ago
1
23
4
This newsletter has many ways to access the client wallet.
www.bloomberg.com/opinion/news...
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Bond Trading Gets Cheaper
Also Bithumb fat finger, Alphabet century bond and California blackjack.
https://www.bloomberg.com/opinion/newsletters/2026-02-10/bond-trading-gets-cheaper?sref=1kJVNqnU
3 months ago
1
19
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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...
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Predicting the Big Game
Also Messiah manipulation, AI ads, crypto winter, Tether KYC and AI audits.
https://www.bloomberg.com/opinion/newsletters/2026-02-09/predicting-the-big-game?sref=1kJVNqnU
3 months ago
0
20
4
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