Artwork for Net Interest

Net Interest

Marc Rubinstein

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.


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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Escaping a Value Trap

European Banks Through the Eyes of Their Longest-Serving Analyst

8 days ago

Private Payments

Keeping the N in SWANC

22 days ago

The Last Challenger

Richard Branson vs. The Big Four

a month ago

Big in Japan

The Rise and Fall and Rise of Nomura

a month ago


The writers behind this newsletter.

  • Marc Rubinstein

    Former hedge fund manager, now probing the perimeter of my circle of competence.

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