The Institutional Risk Analyst

The intriguing thing about private coin empires is that they are obviously not a positive for existing payment systems, yet neither are they dependent upon crypto. Larger sponsors may be able to create exclusive coin ecosystems without actually touching crypto assets at all. Fiat to AMZN coin, “ZON,” is really all that the sponsor needs.

At one point last year, HOOD was up several hundred percent, but has given back much of those gains. Yet the leaders of our finance group have outperformed the broad market.

And just why do financial firms like HOOD, SoFi Technologies (SOFI) and Block (XYZ) talk about EBITDA in their investor materials?

What happens to the Trump Trade and the broader equity markets if the FOMC passes on a December rate cut?

Are nonbank mortgage firms a risk to Ginnie Mae? Or is it really the other way around?

There is, after all, no free lunch for investors when the Fed is serving the thin meal of Financial Repression