Archive - Tax Alpha Insider

Basis Northwest 2026 is sold out, but...

Join the waitlist

12 hrs ago • Brent Sullivan

Long/Short: The asymmetric risk in short positions

🍴🍴🍴 Canvas (by Franklin Templeton) is hosting a welcome reception the evening before Basis Northwest 2026 at Aerlume Seattle.

May 3 • Brent Sullivan

April 2026

Tax-aware long/short grows to $150+ billion AUM

A comprehensive estimate of net AUM

Apr 30 • Brent Sullivan

Basis Northwest 2026: Agenda

Plus... attendees stats

Apr 28 • Brent Sullivan

Long/Short: Avis Short Squeeze (Pt. 1)

Apr 26 • Brent Sullivan

Long/short: Schwab apparently limiting adviser access

Echos of recent developments at Fidelity

Apr 23 • Brent Sullivan

ETF in-kind pipeline

A new widget to monitor the market

Apr 21 • Brent Sullivan

Schwab: long/short "not a balance sheet capital-intensive type of activity"

Schwab's 1Q26 earnings highlight long/short repeatedly

Apr 19 • Brent Sullivan

Tax Alpha Insider is pivoting to AI infrastructure

Apr 17 • Brent Sullivan

Futures in RICs are kind of a bummer... for now.

Character degradation

Apr 16 • Brent Sullivan

Basis Northwest 2026 will be co-hosted by...

Even the hosts are tax-aware

Apr 14 • Brent Sullivan

Tax-aware long/short: what is a borrow fee and is it deductible?

Paper cut or pillow mint

Apr 12 • Brent Sullivan

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