The Institutional Risk Analyst

Banks | Markets | Fintech

Markets Affirm the Unbearable Lightness of Fintech

When you are in a big crowd, nothing else matters.

588 views

Commercial Real Estate & Bank OZK

Banks that do not aggressively reprice liabilities and assets as OZK did in Q1 2023 may be left behind.

1,175 views

Is Stripe Worth $55 Billion? Really?

CEO Patrick Collison is guiding investors and the media to a $200 million profit in 2023. Selective disclosure??

552 views

Crypto Crash Signal End of Fintech?

Despite all the hyperbole, the great crypto fraud was a small game, like the party poker that many crypto enthusiasts share in common

354 views

Nonbank Lenders: The Dead Pool

With the Fed doubling down on rate increases, the pressure on all manner of nonbank finance companies and fintech platforms is growing.

638 views