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Plus: Robinhood, investor letters, and the HFT arms race

Jul 23

Assessing the long-term impact of ICE Mortgage Tech on the stock

Jul 17

Plus: Bullish, Robinhood, MSCI, and more

Jul 16

Important changes to this newsletter going forward

Jul 9

We've covered a lot of ground. Here's where to find it all.

Jul 8

How to prepare for 2021's most controversial IPO

Jul 8

Why Nasdaq's purchase of OMX matters more than you think

Jul 8

The unsurprising dominance of crypto's #1 exchange

Jun 25

More fireworks may be in store

Jun 18

To master arbitrage is to master the market itself.

Jun 11

Owning an exchange may seem easy. It's not.

Jun 4

An update to the Coinbase investment thesis

May 28

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