Messages
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
6/20/2023
5 : 54
Nasdaq's Pivot
Plus: Aladdin, China NPLs, Isybank
6/12/2023
2 : 17
Whisky and Oranges (and Coinbase)
Plus: Sequoia, Monzo, Podcast
6/2/2023
15 : 44
Creating a Monster
When innovation goes wrong
5/26/2023
15 : 14
The Most Important Bank in the World
Plus: Starling Bank, Norinchukin, Citigroup
5/19/2023
16 : 54
Capital One: Buffett’s Latest Banking Pick
Plus: Zombie Ratio, UBS/Credit Suisse, Podcasts
5/12/2023
16 : 44
Vivat Charles Schwab
The history and current challenges of the king of discount brokers
5/5/2023
15 : 34
Doom Loop
PacWest, Western Alliance and all the other banks
4/28/2023
15 : 55
Return of the Zombies
“Slow and steady in their approach, weak, clumsy, often absurd, the zombie relentlessly closes in, unstoppable, intractable.” — Simon Pegg. In October 1968, Night of the Living Dead opened on screens
4/21/2023
16 : 34
The Price of Confidence
Plus: Bank Earnings in the Aftermath of Crisis (Week 2)
4/19/2023
6 : 14
So You Want to Launch a Hedge Fund?
Plus: Bank Earnings in the Aftermath of Crisis
3/31/2023
16 : 25
The Secret Diary of a Bank Analyst
Plus: Silicon Valley Bank, Money-Go-Round, Liquidity Coverage Ratios
3/24/2023
17 : 4
The Demise of Credit Suisse
Plus! UBS: The Deal of the Decade?
3/17/2023
17 : 4
Contagion
Plus: Credit Suisse, Charles Schwab, First Republic Bank
3/10/2023
18 : 14
The Demise of Silicon Valley Bank
The Rapid Collapse of the 16th Largest Bank in America
3/3/2023
14 : 54
Goldman and More
Goldman Sachs, Silvergate Capital, Revolut, Klarna
2/24/2023
17 : 24
Striped Down
Let's talk about Stripe
2/17/2023
17 : 14
Worldpay Reborn
Plus: Commerzbank, Hargreaves Lansdown, Podcast
2/10/2023
17 : 44
Boutique Wars
Plus: Short-Selling, Tether, Credit Suisse