Dan Taylor @ProfAnalytics
Professor @Wharton; Forensic Analytics; expertise in financial data analysis, SEC filings, accounting fraud, and insider trading. ai-analytics.wharton.upenn.edu/wharton-forens… Joined January 2020-
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New: In late 2024, FBI investigators had enough evidence to launch a sweeping bribery probe that could ensnare top lawmakers, including Sen. Susan Collins. Then Trump was reelected and eviscerated the FBI and DOJ teams handling public corruption probes. propub.li/4yLLwaF
“United Airlines and American Airlines near deal to review each others pricing models”
OPENAI AND ANTHROPIC NEARED DEAL TO STRESS-TEST EACH OTHER’S AI - THE INFORMATION
Daily reminder that “The only thing necessary for the triumph of evil is for good men to do nothing.”
Let’s get a market up on @Kalshi. No way this happens.
President Donald Trump has promised to give all adult US citizens a $5,000 dividend if Republicans retain control of both houses of Congress. “It will be called the Trump Dividend,” he says bloom.bg/3UK8117
Some prediction markets welcome regulation; others eschew it. Different business models. Different outcomes.
Ariely is a stain on @duke @dukeFuqua and @lemonade. I am appalled they have not fired him: two papers based on fraudulent data (retracted) and another two with “expressions of concern” over data. Duke Student Paper reports he appears 636 times in the Epstein files: "Would you send me the name and email of the redhead that was here with you? She seemed very very smart and I would love to be able to meet her again at some point." dukechronicle.com/article/duke-u… I wouldn’t want my daughter around faculty like this
After evidence of significant fraud in a 2002 research paper co-authored by Dan Ariely was publicized this week by blog Data Colada, scientific journal Psychological Science decided to retract the paper: dukechronicle.com/article/duke-u…
Do not underestimate the extent to which tokenized stocks without issuer consent harm issuers. AMC is plan to sue Robinhood for listing such tokens @HesterPeirce @JSelway3
Seriously? What’s the concern you ask, @vladtenev? The list of concerns is almost existential. U.S. securities laws are in place to protect investors. For good reason, we spend millions and millions of dollars every year to comply with U.S. securities laws. In good. conscience,
Such a great story. Wharton alum running an open water kayak business in Chicago, using weather markets to hedge demand. link to his business in the post.
Charlie Portis rowed at Yale, graduated from Wharton in '86, and led a successful real estate career before founding Wateriders Kayak Tours - the first kayak rental in Chicago. Throughout its history, Portis has been navigating the unpredictable rain in Chicago, often being
I remain baffled by how Ariely can remain employed at Duke when Wansink (Cornell), Gino (HBS), Arday (Cambridge), Tessier-Lavigne (Stanford), and many others were fired or resigned.
There was a lot of commentary about how academic frauds get differential treatment. You know what? Let's show that this isn't the case by shaming Duke into firing Ariely.
Yet another Dan Ariely paper is found to be fraud @DukeFuqua @Lemonade_Inc. Those who take no action against individuals committing academic fraud, encourage it.
An influential paper by Ariely & Wertenbroch (2002) reported two studies with tampered data. Post 1 of 2. datacolada.org/138
Great coverage of the hearing in the Spagnuolo insider trading case. Defense citing (1) US v. Chastain for idea that the MNPI must have commercial value, and (2) the new 9th Circuit ruling that sports contracts on Kalshi are not swaps, not subj to CFTC. They seem prepped to argue the same for Google Search Result contracts.
Kalshi Case Fall-Out: Google Engineer Charged with Insider Trading on Polymarket Files Kalshi 9th Cir Decision that Contracts Are Probably Not Swaps - Inner City Press story: innercitypress.com/sdny124dtorres… Filing on Patreon here: patreon.com/MatthewRussell…
@TylerGellasch Yes. And it can be enforced via *private litigation*
@Polymarket pushing the envelope again. @ChairmanSelig @MichaelSelig says no sports injury contracts [for obv reasons]. PolyUS self-certifies an injury contract. Makes a mockery of the self-certification regime, which is absolutely a gift to industry. If you abuse it, you may lose it.
Polymarket U.S. self-certified—and the CFTC has not opposed—NFL injury return date bets, per a filing today. This appears to run directly against the CFTC's own proposed rules for prediction markets (below)
@robertjdenault @luanalopeslara Notice, ZERO insider trading actions. $580M spike in oil future volume 15m before Trump posts. @cme this you? ft.com/content/1171d6…
If you voted for the Big Beautiful Bill, please don’t get on here and express righteous indignation that the debt is now $40 trillion. Anyone with a room temperature IQ knew that cutting taxes and increasing spending was going to balloon the deficit.
GOP holdouts sound alarm on $36T debt crisis as Trump's 'big, beautiful bill' passes House vote foxnews.com/politics/gop-h…
The invisible hand of markets…
It’s kind of beautiful that if you give thousands of people a way to disagree with each other, their collective disagreement collapses into a single number that can see the future more clearly than almost any one of them can alone
This is an impressive piece of research. You need to read the whole thread.
We ran a study on over 2 million markets to evaluate their calibration. To our knowledge, this is the largest replicable study on this topic. Here are the results: 🧵
Nate Anderson @NateHindenburg
73K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.
Edwin Dorsey @StockJabber
119K Followers 3K Following Building @BullpenDotNews, @IdeaBrunchEmail, and @StockPromoData. Founder @BearCaveEmail. Email: [email protected]
MuddyWatersResearch @muddywatersre
251K Followers 1K Following Part official account of Muddy Waters, LLC & affiliate Muddy Waters Capital LLC; part personal account of the CEO and Founder of MW.
Breakout Point @BreakoutPoint
20K Followers 468 Following We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Posts are not investment advice.
Claire, aka Midwester... @MidwestHedgie
20K Followers 5K Following Veteran | M.D. fmr @usuhealthsci; Founder & CIO at Antifa shorts, governance, human rights, fruit & native plants not investment advice she/her
Motorhead @BradMunchen
25K Followers 5K Following Automotive long/short & Tesla skeptic. More in-depth, weekly updates on Tesla & its automotive rivals can be found here: https://t.co/8lbZs0zwTU
@[email protected]... @AnnMLipton
8K Followers 1K Following Biz & securities prof at Colo Law. Blogging at https://t.co/vei0gprh7T Usually not here; find me @annmlipton.bsky and @[email protected]
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
George Noble @gnoble79
114K Followers 4K Following Fidelity Overseas Fund, Was #1 mutual fund USA. Former Peter Lynch assistant. Sign up for my Substack: https://t.co/UkAzhidH9U
Jason Zweig @jasonzweigwsj
235K Followers 2K Following @WSJ. Editor, *The Intelligent Investor.* Author, *Your Money and Your Brain,* *The Devil's Financial Dictionary,* *The Seven Virtues of Great Investors.*
Ricky Sandler @rsandler21969
32K Followers 485 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
LST @LongShortTrader
33K Followers 1K Following Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Barbarian Capital @BarbarianCap
48K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
Hudson Labs @HudsonLabs
4K Followers 1K Following Find what matters in public markets Guidance, catalysts, risk, and high-precision financial drivers — institutional-grade AI.
JabroniCoin.USD @TheBenSchmark
7K Followers 2K Following Forbes 46 Under 46. Puns are the last remaining alpha. Personal account. Not investment advice. Assume position held.
mark yates @Bouder706
12 Followers 132 Following
EvieEverly @Covell98726
13 Followers 364 Following Living authentically every day Inspired by the world around me.
Cryptoflourish @cryptoflourish
147 Followers 2K Following
DTF Studio @dtf_print_eu
6 Followers 140 Following DTF print, Netherlands. Custom transfers and merch. Building the first tokenized web3 textile company.
Yinqi Zhang @YinqiZhang
2 Followers 28 Following
Harman Singh Walia @HarmanW61942
24 Followers 5K Following
Ivan Bartonov @safecare696
22 Followers 2K Following
Jiayi @elora2024
5 Followers 98 Following
Jacob Robinson @JacobRobinsonJD
9K Followers 786 Following lawyer building @LawofCodeFM to help you understand the legal layer of emerging tech
Jordan Schochet @jordanschochet
400 Followers 945 Following Deep seeking, CPU maxing, building Wall Street tech. Some people say I’m funny. Not investment advice.
Surya Kanegaonkar @suryakane
30K Followers 3K Following Commodities, Economics, International Relations | Bylines @the_hindu, @CNNnews18, @myfairobserver Alma mater @imperialcollege, @uniofwarwick
Allen Sirolly @allensirolly
333 Followers 793 Following PhD student @Columbia_biz, previously data science @Wealthfront. Twitto ergo sum. Fee/fi/fo/fum
Ethan @EthanhkYang
0 Followers 31 Following
Prediction News Netwo... @watchPNN
99 Followers 729 Following Connecting news to prediction markets so you can cash in on culture. Coming soon to YouTube & Spotify ⚡ It pays to read our news.
Adam Barrick @adammbarrick
405 Followers 2K Following Husband, Dad, Brother, Son. NY sports fan living in New England. | Biz Dev/Partnerships @kalshi
Udesh Jha @udeshjha
411 Followers 852 Following Chief Risk Office (Kalshi Clearing), ex-CME/BofA/Capital One/QRM/IBM
Scott Stedman @ScottMStedman
121K Followers 2K Following Investigative journalist @the_newsground. Signal: @ SMS.996
Prediction Markets Re... @PMR_Insights
43 Followers 163 Following
Sam Schwartz @samschwartz71
3K Followers 610 Following The PM Pulse – the #1 daily newsletter for prediction markets | free to subscribe ⬇️ | formerly Ops @ProphetX & IB @HSBC | @Georgetown '22
Neil Sipes @neil_sipes4
764 Followers 702 Following @Bloomberg Intelligence Research | Equity Analyst: Wealth + Asset Managers / Investment Banks. Also golf, NHL, EPL. Views mine.
Goldd credit @leeladagoldden
278 Followers 7K Following @welovegolddcredit @golddconsultinggroup.com
Gerard Coughlin @coughlin_gerard
23 Followers 271 Following
Dee @fuji_snail
0 Followers 69 Following
David Capablanca @reverselong
8K Followers 511 Following 〽️7-Figure Trader 📕Short Selling Master 🗡️Founder of Friendly Bear University 🎙️Host of Friendly Bear Podcast
TW @AfgAm_Investor
37 Followers 272 Following
Joseph Washington @Joseph_Wash
146 Followers 2K Following Professional Do-gooder. Wonk, Esq. Supporter of @KERAtx, @MercyShips, and @UTAustin. Longhorn for Life, Texas Forever.
Jorge Fresnillo @jorge_fresnillo
143 Followers 1K Following M.Sc Civil Engineering. Working in Public Private Partnerships.
Andrea Yang @ayng2122
3 Followers 103 Following
Rondip Dalal @RondipDalal
48 Followers 1K Following
cryptomomop @cryptomomop
1 Followers 125 Following
Bench ® @RkBench
1K Followers 7K Following building infinite economic bandwidth @radiustech_xyz , learning @mitdci . Past: co-built @circle USDC, built Hamilton @ Fed, founded @blockchainassn.
Justin Slaughter @JBSDC
16K Followers 7K Following VP, Regulatory Affairs @paradigm. Prev. Senior Adviser @secgov & Chief Policy Adviser @cftc. Alum of @NRDems, & @SenMarkey. Carbon-based.
Nate Anderson @NateHindenburg
73K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.
Michael Green @profplum99
244K Followers 1K Following Founder and CIO, Tier1 Asset Management | https://t.co/0RtLHVN6oW
Edwin Dorsey @StockJabber
119K Followers 3K Following Building @BullpenDotNews, @IdeaBrunchEmail, and @StockPromoData. Founder @BearCaveEmail. Email: [email protected]
Quantіan @quantian1
99K Followers 517 Following Voted “Most Likely To Appear on Wikipedia’s ‘List of Largest Trading Losses’” among graduating class
MuddyWatersResearch @muddywatersre
251K Followers 1K Following Part official account of Muddy Waters, LLC & affiliate Muddy Waters Capital LLC; part personal account of the CEO and Founder of MW.
Breakout Point @BreakoutPoint
20K Followers 468 Following We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Posts are not investment advice.
@[email protected]... @AnnMLipton
8K Followers 1K Following Biz & securities prof at Colo Law. Blogging at https://t.co/vei0gprh7T Usually not here; find me @annmlipton.bsky and @[email protected]
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Porter Collins @Seawolfcap
52K Followers 2K Following Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. https://t.co/HlIq3cxDsb
LST @LongShortTrader
33K Followers 1K Following Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Hudson Labs @HudsonLabs
4K Followers 1K Following Find what matters in public markets Guidance, catalysts, risk, and high-precision financial drivers — institutional-grade AI.
RedFlagResearch @RedFlagResearch
80 Followers 109 Following Every stock has a story. Hunting red flags in stocks | Short seller focused on weak fundamentals & dilutions | Daily/weekly theses |Substack in bio |
Jeff Bandman @BandmanJeff
2K Followers 1K Following CEO of Kalshi Prime. Got @Kalshi regulated. Ex-regulator @CFTC. Founding Director & Architect of LabCFTC. 6-time @Jeopardy champ.
Will Brackett @willibeemin
3K Followers 5K Following Head of Partnerships @Kalshi | Prev: BD @Reddit, Head of Growth at Cue (acq. by Reddit), Strategic Deals Team @Apple, IB @JPMorgan | All opinions my own 🇺🇸
GSElevator @GSElevator
740K Followers 3 Following Things heard in the Goldman Sachs elevators (Wall Street) do not stay in the elevators.
Udesh Jha @udeshjha
411 Followers 852 Following Chief Risk Office (Kalshi Clearing), ex-CME/BofA/Capital One/QRM/IBM
Neil Sipes @neil_sipes4
764 Followers 702 Following @Bloomberg Intelligence Research | Equity Analyst: Wealth + Asset Managers / Investment Banks. Also golf, NHL, EPL. Views mine.
Rick Heaslip @RickHeaslip
1K Followers 42 Following General Counsel and Chief Regulatory Officer @Kalshi
Sunlight Partners @SunlightPartner
183 Followers 155 Following An activist hedge fund manager targeting uncorrelated returns and environmental impact.
Catherine Sullivan @cthrin
6K Followers 1K Following Product @Kalshi. Prev @coinbase @google. Reimagining finance.
Insiderwave @insiderwave
338K Followers 3 Following The only app that shows you REAL data on politicians’ portfolios.
Codfish Johnny @CodfishJohnny
3K Followers 1K Following Rabbit of Caerbannog. Opinions well reasoned and indisputably correct. The joke is sometimes on me. Lawyer supporting short activists and whistleblowers.
Zimm @Dan_Zmann
1K Followers 1K Following Prediction Markets since 2020 Chief Intel Officer, Betting Intelligence @betint_ai Custom AI Systems @classified_ai Trading @ Verse Capital
BlackStyx Capital @StyxCapital
99 Followers 107 Following Short Selling is the heart of efficient markets. It's more than a strategy: It's a way of life. Membership is open NOW! No inv. advice! Do your own research!
Amanda Fischer @amandalfischer
6K Followers 3K Following financial policy @bettermarkets. Former SEC chief of staff and adviser in the U.S. House and Senate.
John Arnold @johnarnold
137K Followers 482 Following Co-chair of Arnold Ventures. Reality is more nuanced than the headline.
Shortfinder @SH0RTFINDER
570 Followers 1K Following Identify shorts before the market does with the leading research and analytics platform for short sellers. A service from @CapitalScopeLLC.
Solidus Labs @Solidus_Labs
7K Followers 661 Following Enabling safer crypto trading with trade surveillance, transaction monitoring, and threat intelligence. Read our bi-weekly research newsletter: https://t.co/zYDrqNbHnz
Hunterbrook @hntrbrkmedia
49K Followers 0 Following Accountability. News & Investigations. [email protected] Disclosures: https://t.co/Uerwg8uiIF
HitHawk Research @HitHawk_
269 Followers 135 Following Short-biased activist targeting fraud, abuse & deception in European financial markets. For personal/ political views follow @gpv100xxx
FundamentalInvestor @duedillengence
2K Followers 562 Following Family office investor, ex hedge fund analyst and PM. NEVER TAKE ANYONE’S STOCK ADVICE. There is a motive to them “helping”. Proud father of 3. NFTs are stupid.
Sam Koppelman @SammyKoppelman
17K Followers 2K Following Publisher, @hntrbrkmedia. Co-founder @HealthMayday. NYT best-selling author. Winner @NYKnicks. See disclosures below.
Due Diligence Require... @DueDiliRequired
41 Followers 156 Following Digging beyond the obvious in Finance and beyond
Upslope Capital @UpslopeCapital
28K Followers 638 Following Long/short. See website for important disclosures. May hold positions in securities mentioned.
Avi Panth @AviPanth
135 Followers 625 Following Beagle Dad | Fmr. Navy Officer & Submarine Builder | Federal Prosecutor in Virginia | Views are mine alone | 🇺🇸
Manatee Research @Manateeres
7K Followers 0 Following Investigative research. Not investment advice. Please see the full disclaimer on our website.
BMF Reports @BmfReports
835 Followers 9 Following Unapologetically Blunt. Not Financial Advice. Always assume we hold a short position. Got a tip? Email us @ [email protected] $19.5M AUM.
Oisin Maher @OisinBollwerk
136 Followers 318 Following llm output reviewer @BollwerkAI. Tweets mainly about AI+security. Occasional rants.
Activ8Insights @Activ8Insights
551 Followers 396 Following At Activ8Insights we empower investors with deep insights into the complex world of activist investing. Not investment advice.
Connor Haley @AltaFoxCapital
47K Followers 1K Following Long-term focused investment firm out of Fort Worth, TX. https://t.co/MxZR00Yvgf
The Rural South @theruralsouth
17K Followers 205 Following
Jack Patrick @JackPatrick06
970 Followers 453 Following Activist investor, CIO of @Pelicanwayre. I’d rather be on the beach. (Nothing is Financial Advice)
Martin Svanda, CFA @msvanda
334 Followers 141 Following I write a blog on Substack called Short Ideas. I never have a position in anything I mention. Nothing is advice. https://t.co/1HWtGJiTyz
THE SHORT BEAR @TheShortBear
207K Followers 723 Following Market Wizards | Contrarian stoic trader and long term investor | since 2013 | Tweets are purely for entertainment purposes and not investment advice
Carson C Block @Carson_C_Block
8K Followers 67 Following Activist, Investor, Little League coach, Cognitive dissonance about wine
CEO Watcher @CEOStockWatcher
16K Followers 1 Following The highest signal insider trades that are most likely to outperform | https://t.co/R7jDZXtjNV
Jack Smith @stockholder30
985 Followers 631 Following L/S Investor/Trader “Consistently wrong, occasionally early” “Confidence borrowed, returns not” “Studying market inefficiencies, Contributing to them”
Callisto Research @callistores
1K Followers 890 Following Activist investigative research in the public interest. Not investment advice. [email protected]You might like
