Matt Levine
@matt-levine.bsky.social
š¤ 41682
š„ 198
š 501
the money stuff guy
Anyone who does not feel comfortable with the potentially new alignment of this newsletter has a chance here to exit.
www.bloomberg.com/opinion/news...
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Tricking the AI Investors
Homoglyphs, business negging, private bonds, BDCs, Bitcoin binaries, kamikaze drones and a DAT-to-AI pivot.
https://www.bloomberg.com/opinion/newsletters/2026-07-02/tricking-the-ai-investors
about 9 hours ago
1
14
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Suddenly, this newsletter arrived via mobile push alert, and I responded with jaunty disdain.
www.bloomberg.com/opinion/news...
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Egg Libor Was Also Manipulated
Eggs.org, the Susquehanna insider trading lawsuit, prediction market culture and sports gambling ETFs.
https://www.bloomberg.com/opinion/newsletters/2026-07-01/egg-libor-was-also-manipulated
1 day ago
1
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This newsletter knows how to prosecute a wide variety of weird and hairy and messy situations.
www.bloomberg.com/opinion/news...
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Susquehanna Sold Some Suspicious Puts
Also Millennium AI, Elliott cubs, the Stretch run and a SpaceX IPO misunderstanding.
https://www.bloomberg.com/opinion/newsletters/2026-06-30/susquehanna-sold-some-suspicious-puts
2 days ago
0
18
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With this newsletter, itās the same risk that we have of, yāknow, being ripped apart by a saber-tooth tiger or, yāknow, stepped on by a dinosaur.
www.bloomberg.com/opinion/news...
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People Are Worried About Stock Market Leverage
Also SPV blockchain, private credit BNPL, semiliquid fees and dinosaur stomping.
https://www.bloomberg.com/opinion/newsletters/2026-06-29/people-are-worried-about-stock-market-leverage
3 days ago
1
19
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This newsletter accomplished for Wall Streetās buyout boutiques what the advent of gunpowder did for Mongol warriors.
www.bloomberg.com/opinion/news...
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Thereās a SpaceX Treasury Company
SPV-cubed, hedge fund AI bots, monthly liquidity, SpaceTeslaX and a big lint roller.
https://www.bloomberg.com/opinion/newsletters/2026-06-25/there-s-a-spacex-treasury-company
7 days ago
0
16
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This newsletter has got this cheering section who will follow it to the gates of Hades or gates of heaven, wherever it leads them.
www.bloomberg.com/opinion/news...
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Insider Trading Isn't Romantic
Also Metaās Arena prediction market, the inevitable Tesla/SpaceX merger, a robot SPAC and SK Hynix ADRs.
https://www.bloomberg.com/opinion/newsletters/2026-06-24/insider-trading-isn-t-romantic
8 days ago
1
23
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This newsletter's a poor controversies assessment, very poor governance assessment and low overall ESG rating should not surprise anyone.
www.bloomberg.com/opinion/news...
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Short Squeeze as a Service
Avis, SpaceX ESG, carried interest loans, Bain vibecoding and a prediction market index.
https://www.bloomberg.com/opinion/newsletters/2026-06-23/short-squeeze-as-a-service
9 days ago
1
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This newsletter is constantly evaluating ways to improve how weāre engaging and earning the trust of our audience.
www.bloomberg.com/opinion/news...
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Poiymarket Has Some Fake Traders
Also SpaceX bonds, sports alt data, Stretch and selling high.
https://www.bloomberg.com/opinion/newsletters/2026-06-22/poiymarket-has-some-fake-traders
10 days ago
1
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If they read this newsletter, great. And if they donāt, well, then they have nothing.
www.bloomberg.com/opinion/news...
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Synthetic IPO Pops
Also alpha capture, a football bet income strategy and good dogs.
https://www.bloomberg.com/opinion/newsletters/2026-06-18/synthetic-ipo-pops
14 days ago
0
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This newsletter poisons the well of information.
www.bloomberg.com/opinion/news...
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AI Builds Some Pyramids
Also prediction market indexing, Strategy resolution, Caymans appraisal, the Cursor deal and poisoning the well of information.
https://www.bloomberg.com/opinion/newsletters/2026-06-16/ai-builds-some-pyramids
16 days ago
1
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This newsletter has deliberately built a high-performance culture.
www.bloomberg.com/opinion/news...
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The Stock Market Will Get More Stock
Re-equitization, the perfect SpaceX pop, Ken Griffin and Nubankās non-liquidation.
https://www.bloomberg.com/opinion/newsletters/2026-06-15/the-stock-market-will-get-more-stock
17 days ago
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There is no such thing as too much when it comes to one of the most ambitious newsletters thatās ever existed.
www.bloomberg.com/opinion/news...
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SpaceX Priced Already
Private markets are the new public markets, SpaceX miscellany, the trade-through rule, closed-end fund activism and Kraftwerk alpha.
https://www.bloomberg.com/opinion/newsletters/2026-06-11/spacex-priced-already
21 days ago
1
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Wow! MONEY STUFF was ranked Number 1 in topping Newsletter Market by Value in Q1. Congratulations to Matt L and ALL of his great people. Theyāve worked really hard! BIG comeback for MONEY STUFF!!!
www.bloomberg.com/opinion/news...
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You Canāt Bet on Little League
Federal sports betting regulation, IPO list-keeping, an expanding stock market and questionable league-table rankings.
https://www.bloomberg.com/opinion/newsletters/2026-06-10/you-can-t-bet-on-little-league
22 days ago
0
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This newsletter leans on colleagues who are more tuned-in to the intricacies of sports fandom, and isnāt above texting friends for insights.
www.bloomberg.com/opinion/news...
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You Can Just Not Buy SpaceX
Exit and voice, pod-shop alpha capture, AI for fund documents, retraining metaverse engineers as electricians and natural sports risk.
https://www.bloomberg.com/opinion/newsletters/2026-06-09/you-can-just-not-buy-spacex
23 days ago
2
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Money Stuff readers are our family members, friends and neighbors, and they are more likely to drive a minivan or a pickup truck than a luxury sports car.
www.bloomberg.com/opinion/news...
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No SpaceX in the S&P
Universal basic AI, startup markups, ETF taxes and relegation hedging.
https://www.bloomberg.com/opinion/newsletters/2026-06-08/no-spacex-in-the-s-p
24 days ago
3
37
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This is the Money Stuff format you already know, applied to a new and exciting underlying asset class.
www.bloomberg.com/opinion/news...
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Get Your SpaceX Bets in Now
Pre-IPO futures, prediction market prime brokerage, George Santos bets and direct indexing.
https://www.bloomberg.com/opinion/newsletters/2026-06-04/get-your-spacex-bets-in-now
28 days ago
0
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Being force-fed this newsletter may be a bitter pill to swallow for the many Americans who are not at all excited about artificial intelligence.
www.bloomberg.com/opinion/news...
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Opting Out of the AI Boom
Also Ferrari financing, alpha capture, fixed IPO pricing, GameStop capital allocation and AI toilets.
https://www.bloomberg.com/opinion/newsletters/2026-06-03/opting-out-of-the-ai-boom
29 days ago
1
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This newsletter seeks to expand its foundational infrastructure to support the significant growth opportunity ahead.
www.bloomberg.com/opinion/news...
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Google Needs More Money
Also residual value guarantees, Andrew Left and hedging bar tabs on Kalshi.
https://www.bloomberg.com/opinion/newsletters/2026-06-02/google-needs-more-money
about 1 month ago
0
20
2
This newsletter is wrong on every level: textual, structural, constitutional, and practical.
www.bloomberg.com/opinion/news...
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The SpaceX Squeeze
Fast track index demand, Universal activism/M&A and abandoned Bitcoins.
https://www.bloomberg.com/opinion/newsletters/2026-06-01/the-spacex-squeeze
about 1 month ago
2
20
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I think this is a revolutionary newsletter that for sure has to be well-managed.
www.bloomberg.com/opinion/news...
about 1 month ago
1
15
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Iām actually dumbfounded. This newsletter might literally be Nostradamus.
www.bloomberg.com/opinion/news...
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Robinhood Adds Some Agents
Also Activision, index fast-tracking, First Brands tariffs and Kalshi sharps.
https://www.bloomberg.com/opinion/newsletters/2026-05-27/robinhood-adds-some-agents
about 1 month ago
0
27
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This is the most reader-favourable newsletter structure ever brought to the US public markets at this scale.
www.bloomberg.com/opinion/news...
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Index Funds Canāt Say No to SpaceX
Also fake carbon credits, Survivor bets, Fernando Tatis Jr. update, list-erasing technology and book recommendations.
https://www.bloomberg.com/opinion/newsletters/2026-05-26/index-funds-can-t-say-no-to-spacex
about 1 month ago
0
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This newsletter's mission is to to understand the true nature of the universe.
www.bloomberg.com/opinion/news...
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SpaceX Investors Canāt Complain
Interplanetary TAM, derivative lawsuits, DM compliance, TCI and GameStop/eBay.
https://www.bloomberg.com/opinion/newsletters/2026-05-21/spacex-investors-can-t-complain
about 1 month ago
1
15
2
This newsletter is opaque, like a financial time bomb that only detonates years later.
www.bloomberg.com/opinion/news...
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Donāt Free Little Joe
Also buying stock in houses, rediscovering pensions and Stretch-financed Bitcoin.
https://www.bloomberg.com/opinion/newsletters/2026-05-20/don-t-free-little-joe?sref=1kJVNqnU
about 1 month ago
1
17
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This newsletter reminds me of key moments in this countryās history, the Siege of Charleston, the Battle of Bunker Hill.
www.bloomberg.com/opinion/news...
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Prediction Markets Are the New Public Markets
Also Anthropic SPVs, HPS/Citi loans, stealing a charity and retail alpha capture.
https://www.bloomberg.com/opinion/newsletters/2026-05-19/prediction-markets-are-the-new-public-markets
about 1 month ago
0
11
0
This newsletter is like trying to catch a tiger tail. You couldn't catch up with the thing.
www.bloomberg.com/opinion/news...
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Sometimes Andrew Left Was Right
Also private credit is securities fraud, semiannual reporting, bug bounties, legal fees and an investment banking simulation.
https://www.bloomberg.com/opinion/newsletters/2026-05-18/sometimes-andrew-left-was-right?sref=1kJVNqnU
about 2 months ago
0
20
3
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
about 2 months ago
2
25
0
This is the frontier of financial newsletters, a high-octane subculture that feels like an underground rave.
www.bloomberg.com/opinion/news...
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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
about 2 months 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
about 2 months ago
2
18
2
This newsletter is sparking concerns about a growing class divide within the city.
www.bloomberg.com/opinion/news...
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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
about 2 months ago
0
12
4
This newsletter is confused and worried at the same time.
www.bloomberg.com/opinion/news...
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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
about 2 months 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.
www.bloomberg.com/opinion/news...
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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
about 2 months 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
about 2 months ago
0
10
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This newsletter is half cash, half stock.
www.bloomberg.com/opinion/news...
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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
about 2 months ago
1
35
1
This newsletter sent a powerful signal through the supply chain.
www.bloomberg.com/opinion/news...
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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
2 months 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.
www.bloomberg.com/opinion/news...
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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
2 months ago
1
16
1
Only persons that affirmatively make required certifications and accept and agree to the terms and conditions will be eligible for this newsletter.
www.bloomberg.com/opinion/news...
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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
2 months ago
0
15
0
Like countless other newsletters, Money Stuff appears intent on generating multiple income streams.
www.bloomberg.com/opinion/news...
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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
2 months ago
2
23
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This newsletter is not fungible or readily found among the pool of other professionals.
www.bloomberg.com/opinion/news...
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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
2 months ago
0
19
1
This newsletter was not built right first time around, so is being rebuilt from the foundations up.
www.bloomberg.com/opinion/news...
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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
2 months 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.
www.bloomberg.com/opinion/news...
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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
2 months ago
1
28
1
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
2 months ago
1
18
2
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
3 months ago
0
18
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This newsletter is broadly unregulated and unsupervised.
www.bloomberg.com/opinion/news...
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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
3 months ago
1
28
3
On the day of writing this newsletter, I sat myself in front of two glowing screens to āmonitor the situation.ā
www.bloomberg.com/opinion/news...
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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
3 months ago
3
38
2
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
3 months ago
1
34
0
I profit from this newsletter while simultaneously claiming it is harmful.
www.bloomberg.com/opinion/news...
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https://www.bloomberg.com/opinion/newsletters/2026-04-09/buy-bitcoin-at-night
3 months ago
0
27
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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
3 months 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
3 months ago
0
18
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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.
www.bloomberg.com/opinion/news...
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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
3 months ago
0
26
5
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