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
Bravo Orlando! Bravo!
Amid another week of chaos in the US banking sector, a market watcher could be forgiven for not having his or her attention captured by
May 7, 2023
Lookout for Blackrock’s 3rd Domino – Liquidity Mismatch
The CEO of the world’s largest asset manager released a 9,000 word missive to investors on Wednesday that brought to the fore a nuance of
March 19, 2023
Google – Still the King of Search
OpenAI’s generative AI chatbot, ChatGPT, has made a lot of noise since its release this past November. But nothing as loud as the recent to-do
February 26, 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
When Market Forces Collide, New Market Dynamics Appear
It was the reporting of two occurrences this week that, taken together, took the honor of ‘the week’s most interesting’. In an unusual move –
December 11, 2022