Messages
11/24/2023
17 : 34
The Data Exchange
How the Market for Financial Data Changed
11/17/2023
17 : 54
Slicing and Dicing
How Apollo is Creating a Deconstructed Bank
11/10/2023
18 : 14
The Capital Cycle Hits Payments
Adyen's American Adventure
11/3/2023
16 : 4
Private Lending
The Growth of an Asset Class
10/27/2023
16 : 34
A Reckoning in Payments
First Adyen and now Worldline: Is this the end of Fintech?
10/24/2023
3 : 54
Risk of Ruin
Plus: JPMorgan, BlackRock, Wells Fargo
10/20/2023
16 : 34
Bad Office
The Credit Consequences of WFH
10/6/2023
16 : 34
Vernon's Legacy
What Republic First and Metro have in common. Plus: Equity Research, Bank Bashing, Crypto Lit
9/29/2023
16 : 44
Guardians of the Rich
Inside Morgan Stanley's Wealth Management Business
9/22/2023
17 : 4
Out with the Old
The Changing Face of the Insurance Industry
9/17/2023
12 : 25
Peak Pod
The Industrialisation of Alpha
9/8/2023
16 : 4
The Five Families
Inside the Brokerage Industry
8/25/2023
15 : 44
Rising Beta
Plus: Beal Bank, Sculptor
8/18/2023
15 : 54
LTCM: 25 Years On
The (real) reasons Long-Term Capital Management failed
7/28/2023
16 : 54
The End of an Experiment
The Public Life of a Hedge Fund
7/21/2023
16 : 14
The Parable of Angelo Mozilo
Plus! The Quarter After the Quarter Before: US Bank Earnings
7/16/2023
13 : 25
Drexel’s Second Coming
The Scene That Gave Rise to Private Credit
7/7/2023
16 : 34
150 Not Out
The Market for Newsletters
6/30/2023
16 : 14
The Money Business
Plus: Stress Tests, Investment Banking Capacity, HDFC
6/23/2023
15 : 15
Deutsche's Near Miss
Plus: PayPal/KKR, Stress Tests, Tokenisation