Messages
5/13/2022
15 : 54
Dotcom 2.0
Plus: Upstart, Bad IPOs, Stablecoins
5/6/2022
15 : 44
The Mortgage Exchange: ICE Revisited
Plus: European Deposit Insurance Scheme, Private Equity Fundraisings, Stripe/Plaid
4/29/2022
16 : 4
Buffett's Banks
Plus: Hedge Fund Performance: Man vs Machine, Capital Ratios, Venture Investing
4/22/2022
16 : 14
Apollo Rising
Plus: Ziglu/Robinhood, Credit Suisse, Financial Stability
4/8/2022
16 : 4
One HDFC
The creation of India's largest private sector bank
4/1/2022
16 : 24
Paying Faster
Plus: OakNorth, Cross River Bank, Stupidity
3/25/2022
16 : 54
Waiting for the Dog to Bark
Plus: Pix Payments, Dave, TP ICAP
3/18/2022
17 : 14
Who Owns All the Planes?
Plus: Trafigura, Credit Cards, London Metal Exchange
3/11/2022
17 : 54
Commodities Trading
Plus: London Metal Exchange, Interconnectivity, Interest Rates
3/4/2022
17 : 14
Financial Warfare
Plus: Klarna, Goldman Sachs, Car Financing
2/25/2022
18 : 44
Swift Sanctions
The Financial System and Foreign Policy
2/18/2022
15 : 14
PayPal, 20 Years On
Plus: MoneyGram, Mortgage Rates, Storm Eunice
2/11/2022
17 : 54
Positioning for Rising Rates
Plus: Sculptor Capital Management, Maker DAO, Credit Suisse
2/4/2022
17 : 4
Follow the Money
The Story of Swiss Private Banking
1/28/2022
17 : 54
The Power Law
Plus: Robinhood, Credit Rating Agencies, Foreign Travel
1/21/2022
17 : 44
Great Quarter, Guys
Plus: CBDCs, Insurtech, Bank Regulation
1/14/2022
17 : 34
From Co-ops to DAOs
Plus: Citadel Securities, JP Morgan, BlackRock
1/7/2022
16 : 34
TPG: A Tale in Five Trades
Plus: CUSIP, Western Union, Banker Bonuses
12/17/2021
18 : 14
The Financialisation of Art
Plus: Buy Now Pay Later, British Bicycle Mania, Shadow Banks, Happy Holidays
12/10/2021
18 : 14
Networks in Finance
Plus: More on Stablecoins, UniCredit, Is it Tech?