Paying taxes on fireworks
A little tax strategy in your fund's swap positions
Swaps are in your funds. How are they taxed?
A wash sale is a wash sale no matter the wrapper
Managed futures "crisis alpha" is compelling, but...
What do 100 years of trend data reveal about managed futures?
Après Tax is personalized, after-tax performance, and it's coming soon
Why I left Substack
Long/short: Schwab adds "heightened maintenance standards"
Managed futures are weirdly uncorrelated
Long/short: what can the securities lending market tell us about short risk?
Is it okay to space out on SpaceX?
Tax-loss harvesting in 50 states
When a stock donation might be taxed like a sale
When an acquisition turns a stock into cash before the deal actually closes
Some source articles from Basis Northwest 2026
How options on SPY and SPX are taxed
SALT in the Washington State Wound
Basis Northwest 2026: self-selected
Basis Northwest 2026: Day 1 Notes
Long/short: alpha acts like a cash infusion
Variable Prepaid Forward vs. Collar/Margin Loan
Is the risk well compensated?
Where kids are learning how to short stocks
Tax-loss harvesting in wacky Washington State
Long/short: No one is talking about "coordinated deleveraging"
Taxable memes and "coordinated deleveraging"
The tax advantages of a qualified covered call
Erkko Etula on concentrated stock risk at Basis Northwest 2026
long/short: recent Avis squeeze looks like a famous 2008 squeeze (Pt. 2)
Long/short: Schwab's margin risk addendum is worth reading
Basis Northwest 2026 is sold out, but...
Long/Short: The asymmetric risk in short positions
Tax-aware long/short grows to $150+ billion AUM
Basis Northwest 2026: Agenda
Long/Short: Avis Short Squeeze (Pt. 1)
Long/short: Schwab apparently limiting adviser access
ETF in-kind pipeline
Schwab: long/short "not a balance sheet capital-intensive type of activity"
Tax Alpha Insider is pivoting to AI infrastructure
