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 | 317 | Founded | 6 years ago | Last Issue | 11 days ago |
| Active | |||||
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netinterest.coLatest Issues
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...
Leopold’s Fall
Situational Awareness and Amaranth 20 Years Apart
Programming note: As in prior years, expect interrupted coverage over August. I am currently in Croatia, before heading through Slovenia into Italy. I am perfectly accessible though… any id...
PayPal, Declined
Inside the Bid for an Iconic Fintech
Back in 2013, when it was still owned by auction site eBay, PayPal tried to buy Stripe. At the time, Stripe was just three years old. Founded by Irish brothers Patrick and John Collison, it had raised $...
Too Big to Succeed
What it takes to run JPMorgan, and to hand it over
“You have to be flexible of mind to deal with this new growing complex world.” — Jamie Dimon, Chairman and CEO, JPMorgan Chase, July 2026
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Former hedge fund manager, now writing about it.
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