Tax Alpha Insider

Tax Alpha Insider

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Tax Alpha Trends
Long/Short
ETFs Seeding In-Kind
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Tax-loss harvesting in wacky Washington State
Long-term losses are oddly valuable
14 hrs ago • Brent Sullivan
Long/short: No one is talking about "coordinated deleveraging"
What if everyone gets squeezed at the same time?
May 17 • Brent Sullivan
Taxable memes and "coordinated deleveraging"
Taxable wealth vibes...
May 15 • Brent Sullivan
The tax advantages of a qualified covered call
if you’ve already decided on using covered calls
May 14 • Brent Sullivan
Erkko Etula on concentrated stock risk at Basis Northwest 2026
The cost of concentration
May 12 • Brent Sullivan
long/short: recent Avis squeeze looks like a famous 2008 squeeze (Pt. 2)
A GFC side-quest worth binging
May 10 • Brent Sullivan
Long/short: Schwab's margin risk addendum is worth reading
Concise and helpful
May 7 • Brent Sullivan
Basis Northwest 2026 is sold out, but...
Join the waitlist
May 5 • 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)
Risk and tax
Apr 26 • Brent Sullivan
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