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 | 320 | Founded | 6 years ago | Last Issue | 11 days ago |
| Active | |||||
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netinterest.coLatest Issues
The Five Deals That Made Apollo
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...
Hot European Summer
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...
Untangling Guggenheim
How Private Credit Built Its Own Universe
“We’ve dressed up in our best and are prepared to go down like gentlemen.” — Benjamin Guggenheim.
Great Scott
Challenges Facing the Bond Trader in Chief
It’s Scott Bessent’s birthday today. He’s sixty four. Rather than doing the garden, though, digging the weeds, the US Treasury Secretary has been intervening in bond markets. In an effort to stem...
Financing the AI Boom 3
Nvidia, Guarantor of Last Resort
Last November, in Bubble Trouble 2, we looked at AI chips as the font of a new asset class. At the time, their prices weren’t going up, hence the cautionary title. But nine months is a long time in AI and a...
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Former hedge fund manager, now writing about it.
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