Levine Links

Dec 21, 2025 Test

Dec 4, 2025 Buy Low, Sell to Yourself ADIC, DEFT, N3XT, DOGE, PDT. View enhanced version Continuation fund If you run a private equity fund, and you buy a company for $2 billion, and you do a good job sprucing it up and you sell it for $3

Dec 3, 2025 Can the Lenders Stick Together? Coops, borrow, puzzles, Wrapped. View enhanced version Cooperation Here is my schematic description of modern “ liability management exercises ”: A company borrows $1,000 in good times from a bunch of

Nov 25, 2025 Take the Crypto Out of the Indexes Money Stuff MSCI, bets, hedges, passwords, Napster, Grok. View in browser Programming note: Money Stuff is off the rest of the week. Happy Thanksgiving! Crypto in indexes For a while, you could sell $