Topic
Tax-Aware Long-Short
Tax-aware long-short (130/30 and beyond): how extension strategies generate losses, the financing mechanics, and adoption across the industry.
76 posts
Managed futures are weirdly uncorrelated
Long/short: what can the securities lending market tell us about short risk?
Long/short: alpha acts like a cash infusion
Where kids are learning how to short stocks
Long/short: No one is talking about "coordinated deleveraging"
Taxable memes and "coordinated deleveraging"
long/short: recent Avis squeeze looks like a famous 2008 squeeze (Pt. 2)
Long/short: Schwab's margin risk addendum is worth reading
Long/Short: The asymmetric risk in short positions
Tax-aware long/short grows to $150+ billion AUM
Long/Short: Avis Short Squeeze (Pt. 1)
Long/short: Schwab apparently limiting adviser access
Schwab: long/short "not a balance sheet capital-intensive type of activity"
Tax-aware long/short: what is a borrow fee and is it deductible?
When you learn some minor expense is not deductible...
Tax-aware long/short: how short dividends work
Tax-aware long/short: updated market map and choosing gud investments
Tax alpha and the (healthy) economic substance trend
Tax-aware long/short: Fidelity to selectively and substantially increase financing costs
Long/short: While Fidelity pauses, Schwab CEO tells RIAs "We’d love to support you"
Tax-aware long/short: integrated to overlay via Section 351
Capital loss as a service
Fidelity indefinitely pausing new long/short account openings
Tax-aware long/short working group intake
Advisers consider all options as Fidelity extends pause on new tax-aware long/short account openings
Fidelity pumps the breaks on tax-aware long/short. Does this impact you?
Announcing: Tax-aware long/short working group
Jumbo portfolio manager adds tax-aware long/short private fund
Tax-aware long/short: new entrants and innovation
Advisers report Fidelity pauses new tax-aware long/short accounts until mid-Jan 2026
Tax-aware long/short AUM update "rampant growth"
"In tax-aware long/short, aren't my tax losses limited to contributed capital?"
Trader fund Excess Business Loss (EBL) limit gets worse in 2026
88% surveyed plan to use tax-aware long/short
What is a trader fund?
How do you use tax-aware long/short, if at all?
When is tax-aware long/short not the right choice?
Everyone is catching the long/short bug
Should tax-aware long/short investors care about black swan short sale bans?
Margin call me maybe
