
Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in the industry.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 323 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||

AI Financing at the Frontier
Every boom is accompanied by a parallel boom in financial engineering and this one is no exception. The scale demands it. Estimates for AI infrastructure capex through 2030 range between $7.6 trillion and $8.0...
What happens to finance when customers start paying attention
Mark Zuckerberg has tried to disrupt the financial sector before. In 2019, he unveiled plans for a new currency, Libra. “What we’re trying to do,” he explained, “[is] rethink wh...
Inside Brookfield’s Plan to Double Again
When Jensen Huang delivered his plan to mobilize $500 billion of third-party capital to fund AI infrastructure last month, one of the providers he roped in was Brookfield. To many observers, it came...
From distressed debt to a trillion-dollar machine
Today’s edition is dedicated to the memory of Derek Sword, a talented banks analyst who died 25 years ago today in his office at Keefe, Bruyette & Woods on the 89th Floor, South Tower, 2 Wo...
Europe is outperforming – but Europeans aren’t participating
Rested after a month on the beach, European portfolio managers returned to their offices this week to the unfamiliar comfort of a home market doing really rather well. European e...
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The writers behind this newsletter.
Former hedge fund manager, now writing about it.
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