Tax Alpha Insider

Tax Alpha Insider

Ha... tax-aware long/short is growing faster than I thought

The leaders are pulling away

Brent Sullivan's avatar
Brent Sullivan
Aug 15, 2025
∙ Paid

What I’m reading…

  • AQR: The Impact of Liquidation Taxes on the Lifecycle Benefits of Tax-Aware Long-Short Strategies

  • AQR: Rebuffed: An Empirical Review of Buffer Funds (I got a little shoutout in this one for my work buffer fund tax efficiency)

  • Bitcoin shorting against the box

  • Nick Maggiulli The Wealth Ladder: Proven Strategies for Every Step of Your Financi…

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