Peeling Back the U.S. Consumer Onion – An Economic Mystery
The economic impact of the Fed’s quantitative tightening was on full display this week as three of the world’s largest commercial banks, and one of
October 16, 2022
‘October Surprise’ Clears Way for Marijuana Banking
In an October Surprise for the ages, President Joe Biden issued a proclamation on Thursday, granting a sweeping, executive pardon for the offense of “simple
October 9, 2022
As Corporate Paper Goes, So Too Shall M&A
This week’s global bond market convulsions were dizzying, leaving investors with much to ponder. The Bank of England jolted global markets on Wednesday with its
October 2, 2022
The Heavenly, ‘Unholy’ Union btw Debt & SaaS Startups
Heading home from my first in-person SaaStr event in the San Francisco Bay Area this week, I was struck by a trend that continues to
September 18, 2022
Echoes of the Past – Shopify v. Amazon Elicits Memories of ‘PayPal Wars’
Back in early 2000, a nascent PayPal – pre-merger with Elon Musk’s X.com – led by two of its founders – Luke Nosek and David
September 3, 2022
I Love Debt
For the second week in a row, a new breed of specialty finance concern – that which originates loans/ debt to high growth, B2B SaaS
August 21, 2022
Senators Put Mastercard/Visa Oligopoly on Notice
In a major headline this week, the Wall Street Journal provided the payments and financial technology sectors a heaping portion of Dodd-Frank redux, with a
July 31, 2022
Blockchain, NFTs Banned from No. 1 Video Game
Minecraft, the world’s most popular video game (number of copies sold), and the fourth most played (number of active player accounts), threw serious shade on
July 22, 2022
Stripe Cuts Internal Valuation By 28%
Privately held fintech and payments/payments orchestration giant Stripe let it be known to employees on Friday that its board approved a new independent 409A, internal
July 15, 2022