The Consumer, Insurance & Private Credit: A Tangled Web of Risk
No predictions this year. But if you weren’t planning on paying attention to the insurance sector in 2024, you might want to. In a year
December 31, 2023
Money20/20 – Fintech’s Cambrian Explosion
I’ve read quite a few articles in the wake of this week’s Money20/20 event contemplating themes, trends, winners, losers, and of course, how egregiously expensive
October 29, 2023
Gloves On, Bell Rings (finally) for SEC v. Coinbase
Following up on its March 22nd Wells Notice, the SEC finally filed its lawsuit against Coinbase this past Tuesday. The release of the 101-page civil
June 11, 2023
Affirm Offers Case Study on Power of Fintech to Offset Negative Effects of Rising Interest Rates on BNPL
Buy-now-pay-later (BNPL) bellwether Affirm released its calendar 2022 Q4 earnings this past Wednesday, for the period ending December 31st, 2022. Despite the bottom line miss
February 12, 2023
EBITDA is for Kids
The smart money saw this coming in late 2021. In particular, hedge funds and growth equity firms that saw the top blowing off public market
February 5, 2023
Apple of Payments Discord
It seems to never learn. Apple Inc. that is. Or perhaps there’s nothing to learn. Maybe the endless battles over its closed and highly controlled
May 15, 2022
Mastercard’s Metaverse Moves
Mastercard (NYSE: MA) earned itself some buzzy media coverage these past two weeks by reporting that the card network of “consumer choice” filed 15 trademark
April 24, 2022
Masters of the Universe – Investment Banking & Financial Technology Revolutionary
She’s been doing it for more than a quarter-century, starting as a summer intern at J.P. Morgan’s London office in 1987. From commodities trading to
April 3, 2022
(not so great) FedEx-pectations for E-commerce
Last week, FedEx Corp. (NYSE: FDX) reported its financial results for the quarter running December through February. In the current macroeconomic environment, FedEx, and its
March 26, 2022