Messages
10/21/2022
15 : 54
Managing a Bond Fund
Plus: How Banks Do It
10/14/2022
16 : 24
Pawn and More
Pawn Shops, Central Clearinghouses, N26, BlackRock, US Bank Earnings
10/7/2022
16 : 54
Margin Call
Plus: Consumer Health, HSBC
9/30/2022
15 : 54
Makers vs. Takers
Plus: Liability Driven Investment, Mortgage Originators, Credit Suisse
9/23/2022
15 : 54
Harnessing the Power of Insurance
Plus: Inflation, Market Stress, Payment for Order Flow
9/16/2022
16 : 34
The Case for UK Banks
Plus: Independent Equity Research, Banker Bonuses, Coronavirus Fraud
9/9/2022
16 : 4
The Biggest Corporate Turnaround in History
Plus: Ambac, Fortress Investment Group, The Queen
9/2/2022
16 : 24
Government Sponsorship and the Student Loan Crisis
Plus: Shaking It Up
8/22/2022
3 : 25
Deglobalised Banking
Plus: Irish Banks, Big Tech Regulation, Stablecoins
8/12/2022
15 : 54
Family Fortunes
The Origins and Growth of the Family Office
7/29/2022
16 : 34
The Most Important Sector in the Universe
Plus: Brazil, Visa/Mastercard, Greensill
7/22/2022
16 : 54
Battle of the Challengers
Plus: Options Trading, French Mortgage Lending, Dee Hock
7/15/2022
16 : 44
The Great Unwind
Plus: Banks in Disguise (Naked Wines), JPMorgan's Reflexivity, Chinese Bank Protests
7/8/2022
15 : 34
The Hedge Fund, the Bank and the Broker: How It All Fits Together
Plus: Countercyclical Buffers, Central Bank Stocks, Augmentum Fintech
7/1/2022
16 : 4
Creating a Culture: The Case of Credit Suisse
Plus: Money Men, Pagaya, Research Budgets
6/24/2022
16 : 44
Farmers That Finance the World
Plus: Inflation Accounting, Stress Tests, GameStop
6/17/2022
15 : 34
How Markets Work
Plus: Norinchukin, US Mortgage Rates, Crypto Financial Crisis
6/10/2022
16 : 4
A Marketer's Guide to Fund Management
Plus: Apple, Clearing Houses, Payment For Order Flow
5/27/2022
14 : 14
SBF and the Future of Markets
Plus: Klarna, Varo Bank, Market Liquidity
5/20/2022
16 : 36
In Search of Stability
Plus: Banking in the 70s, Goldman Sachs, Block