Money Stuff by Matt Levine

A daily take on Wall Street, finance, companies and other stuff.

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Yesterday

Money Stuff by Matt Levine

about 19 hours ago

Money Stuff: The Podcast: Half Backronym

Money Stuff The last Money Stuff podcast episode of 2024 is out now. Katie and I discuss the Private Intermittent Securities Capital Exchange System, Ma Podcast The last Money Stuf...

Finance

Money Stuff by Matt Levine

1 day ago

Central banks started a rates descent they can't finish

Points of Return The terrain is still dangerous. Today's Points: Central banks didn't cut as much as they'd hoped this year; The biggest culprit for this:...

Finance

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December 19

Money Stuff by Matt Levine

1 day ago

Money Stuff: Private Credit Wants to Be the Bank

Money Stuff Programming note: This is the last Money Stuff of 2024. Happy holidays, and thanks so much for reading this year. We’ll be back on Monday, J Programming note: This is...

Finance

Money Stuff by Matt Levine

2 days ago

Fed drops a lump of coal in Trump market's Christmas

Points of Return Yes, the FOMC cut rates — but as reluctantly as they possibly could. No, you can’t be sure they’ll cut them any more. Markets didn’t want to T...

Finance

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December 18

Money Stuff by Matt Levine

3 days ago

Money Stuff: Insider Trading in Private Companies

Money Stuff Two approximately true things about the US stock market are: Companies are required to publicly disclose everything about themselves that mi Pisces Two approxim...

Finance

Money Stuff by Matt Levine

3 days ago

Smart vs. dumb money — how exuberant about Trump are you?

Points of Return Investors are massively bullish about US exceptionalism. They’re not quite as optimistic in absolute terms about US stocks. And they do reco T...

Finance

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December 17

Money Stuff by Matt Levine

4 days ago

Money Stuff: Albertsons Is Mad at Kroger

Money Stuff Imagine how you would solve this problem from first principles. It is October 2022, and two big supermarket companies, Albertsons Cos. and K Supermarkets Imagin...

Finance

Money Stuff by Matt Levine

4 days ago

New World Disorder is disrupting business as usual

Points of Return Two countries show how politicians, not central banks, are the focus as the world prepares for Trump. Canada cuts rates, the finance ministe T...

Finance

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December 16

Money Stuff by Matt Levine

5 days ago

Money Stuff: Elon Musk Heard From the SEC

Money Stuff I think a useful rough model is something like: You and I and most people are approximately 100% subject to the law.%20 If we do crimes we’l Oh Gary I think a u...

Finance

Money Stuff by Matt Levine

5 days ago

Trump, Xi and the art of the really big deal

Points of Return As Nixon went to China, could Xi come to Mar-a-Lago? The invitation to the Trump inaugural raises hopes of a grand bargain. In favor: Trump To...

Finance