Messages
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
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