
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 | 303 | Founded | 6 years ago | Last Issue | 11 days ago |
| Active | |||||

How Nasdaq learned to run its flywheel in reverse
In the late 1990s, Nasdaq set out to democratize investing. Retail investors were already flocking to its exchange but many didn’t know what to buy. “We wanted to put investment and trading...
The Golden Age of Arbitrage?
It’s easy to miss The Arbitrager pub in London. Nestled between sandwich shops on the perimeter of Drapers’ Hall, a nineteenth century guildhouse not far from the Bank of England, it’s a small place with a narr...
How Tim Cook reshaped payments – and what he leaves behind
When Tim Cook gives up the CEO job at Apple later this year, he will be remembered for many things. Over his tenure, Apple’s market value grew from $300 billion to over $4 trillion...
Banks report a resilient quarter – and a lurking threat
With no physical inventory to account for or supply chains to reconcile, financial companies are quick to report once the quarter is over. This week, we’ve had a deluge of earnings re...
An Asset Class Reborn
About a week before Christmas 1997, traders on JPMorgan’s New York fixed income desk picked up their phones to pitch a new product. For months, the bank had been working on ways to shed credit risk without sacrificing...
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The writers behind this newsletter.
Former hedge fund manager, now writing about it.
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